Civic Intelligence

Employer Contribution Veba Trust Harvey Mudd

990 • Fiscal year 2012 • EIN 04-3838454

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 01, 2013

Organization Profilewww.hmc.edu
8625 Andrew Carnegie Blvd Attn Corp28262
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Balance Sheet

Assets

Flat

$512,814

Flat from 2012

Net Assets

Flat

$512,814

Flat from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$38,864

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.0M$500K$0Assets 2011: $421,673Liabilities 2011: $0Net Assets 2011: $421,6732011Assets 2012: $512,814Liabilities 2012: $0Net Assets 2012: $512,8142012Assets 2012: $512,814Liabilities 2012: $0Net Assets 2012: $512,8142012Assets 2013: $661,794Liabilities 2013: $0Net Assets 2013: $661,7942013Assets 2014: $767,119Liabilities 2014: $0Net Assets 2014: $767,1192014Assets 2015: $820,393Liabilities 2015: $0Net Assets 2015: $820,3932015Assets 2016: $310,869Liabilities 2016: $0Net Assets 2016: $310,8692016Assets 2017: $0Liabilities 2017: $0Net Assets 2017: $02017

Highlighted filing

2012

Assets$512,814
Liabilities$0
Net Assets$512,814
Open 2012 Filing

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$500K$0-$500KRevenue 2011: $108,287Expenses 2011: $28,997Net Income 2011: $79,2902011Expenses 2012: $38,8642012Revenue 2012: $92,795Expenses 2012: $38,864Net Income 2012: $53,9312012Revenue 2013: $125,291Expenses 2013: $36,751Net Income 2013: $88,5402013Revenue 2014: $163,303Expenses 2014: $37,072Net Income 2014: $126,2312014Revenue 2015: $152,061Expenses 2015: $49,219Net Income 2015: $102,8422015Revenue 2016: -$13,001Expenses 2016: $469,346Net Income 2016: -$482,3472016Revenue 2017: $229Expenses 2017: $20,950Net Income 2017: -$20,7212017

Highlighted filing

2012

Revenue-
Expenses$38,864
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 1, 2013
Return Version
2012v2.1
Gross Receipts
$202,799
Mission and Program Overview

Mission

To provide retiree health benefits to the employer's former employees and their spouses and dependents, although other benefits may be provided as described in the plan document.

Filing and Contact Details

Filer

EIN
04-3838454
Raw XML Appendix256 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.
IRS990/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine10301 Platt Blvd
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IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode091711
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IRS990/Form990PartVIISectionA/ReportableCompFromOrganization0750
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IRS990/MissionDescription0TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
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IRS990/NbrIndependentVotingMembers00
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IRS990/NetGainOrLossInvestments/TotalRevenueColumn03963
IRS990/NetUnrelatedBusinessTxblIncome00
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IRS990/NumberFormsTransmittedWith109600
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IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
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IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear026509
IRS990/OtherExpensesCurrentYear030889
IRS990/OtherRevenueCurrentYear00
IRS990/OtherRevenuePriorYear014355
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY070666
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenuePriorYear093932
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IRS990/ProgramServiceRevenue/TotalRevenueColumn070666
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses053931
IRS990/ReconciliationUnrealizedInvest037210
IRS990/RelatedEntity0true
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IRS990/RevenuesLessExpensesCY053931
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IRS990/SalariesEtcCurrentYear00
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION'S ADDRESS WAS CHANGED TO THE ADDRESS OF THE TRUSTEE TIAA-CREF TRUST COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation122 OF $37,210 REPRESENTS UNREALIZED GAINS ON INVESTMENTS CARRIED AT FMV FOR THE 2012 TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation2THE CHANGE IN ACCOUNTING METHOD IS DUE TO A CHANGE IN RECORD KEEPERS TO TIAA-CREF TRUST COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation3ON DECEMBER 30, 2011 HARVEY MUDD COLLEGE AND TIAA-CREF TRUST COMPANY SIGNED AN AMENDED AND RESTATED TRUST AGREEMENT FOR THE EMPLOYER CONTRIBUTION VEBA TRUST HARVEY MUDD COLLEGE.
IRS990ScheduleO/GeneralExplanation/Explanation4TIAA-CREF TRUST COMPANY IS A DIRECTED TRUSTEE FOR THE PLAN SPONSOR. ALL REQUESTS RECEIVED FROM THE PLAN SPONSOR OR PARTICIPANTS ARE CAPTURED THROUGH A RECORDED LINE OR SERVICE REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation5TIAA-CREF TRUST COMPANY AS TRUSTEE IS RESPONSIBLE FOR PREPARATION OF FORM 990 BASED ON THE FINANCIAL INFORMATION CONTAINED IN OUR RECORDS. UPON COMPLETION, A COPY OF FORM 990 IS FORWARDED TO THE PLAN SPONSOR FOR REVIEW AND APPROVAL. ONCE APPROVED, FORM 990 IS THEN FILED WITH THE FEDERAL TAXING AUTHORITY BY THE REGULATORY DEADLINE.
IRS990ScheduleO/GeneralExplanation/Explanation6THE ORGANIZATION HAS NOT ADOPTED ANY FORMAL POLICIES, NOR DOES THE ORGANIZATION HAVE ANY DIRECT EMPLOYEES. THE ORGANIZATION DOES FOLLOW THE DOCUMENTS AND POLICIES OF THE PLAN SPONSOR WHICH IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/GeneralExplanation/Identifier0HEADING, ITEM B
IRS990ScheduleO/GeneralExplanation/Identifier1PART XI, LINE 5
IRS990ScheduleO/GeneralExplanation/Identifier2PART XII, LINE 1, CHANGE IN ACCOUNTING METHOD OR DESCRIPTION OF OTHER
IRS990ScheduleO/GeneralExplanation/Identifier3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/GeneralExplanation/Identifier4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier5FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier6DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0AN ADJUSTMENT TO THE CURRENT YEAR NET ASSETS REFLECTED IN PART I, LINE
IRS990ScheduleO/GeneralExplanation/ReturnReference1METHOD USED.
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10301 Platt Blvd
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Claremont
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode091711
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IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10Harvey Mudd College
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0Higher Education
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0170(b)(1)(A)(ii)
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
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IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
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IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
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IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
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IRS990/TheBooksAreInCareOf/AddressUS/AddressLine108625 Andrew Carnegie Blvd
IRS990/TheBooksAreInCareOf/AddressUS/City0Charlotte
IRS990/TheBooksAreInCareOf/AddressUS/State0NC
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode028262
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TIAA-CREF TRUST COMPANY
IRS990/TheBooksAreInCareOf/TelephoneNumber08775353910
IRS990/TotalAssets/BOY0421673
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IRS990/TotalRevenueCurrentYear092795
IRS990/TotalRevenue/ExclusionAmount022129
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IRS990/TotalRevenue/RelatedOrExemptFunctionIncome070666
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IRS990/UponRequest0X
IRS990/WebSite0www.hmc.edu
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02006
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043838454
ReturnHeader/Filer/Name/BusinessNameLine10EMPLOYER CONTRIBUTION VEBA TRUST HARVEY MUDD
ReturnHeader/Filer/NameControl0HARV
ReturnHeader/Filer/Phone08775353910
ReturnHeader/Filer/USAddress/AddressLine108625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028262
ReturnHeader/Officer/DateSigned02013-08-01
ReturnHeader/Officer/Name0STEPHEN COLLIER
ReturnHeader/Officer/Phone08775353910
ReturnHeader/Officer/Title0SVP,HEAD OF TAX
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-01T11:46:15-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$512,814
Liabilities
$0
Net assets
$512,814
Revenue
-
Expenses
$38,864
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.21$0.21
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.11$0.00$3.11$0.13$4.69$4.82
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$8.20$0.00$8.20$1.52$0.49$1.03
2014Detailed filing. Detailed filing data is available for this year.$7.67$0.00$7.67$1.63$0.37$1.26
2013Detailed filing. Detailed filing data is available for this year.$6.62$0.00$6.62$1.25$0.37$0.89
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.13$0.00$5.13$0.39
2012Summary only. Only limited summary data is available for this year.$5.13$0.00$5.13$0.93$0.39$0.54
2011Summary only. Only limited summary data is available for this year.$4.22$0.00$4.22$1.08$0.29$0.79