Civic Intelligence

Employer Contribution Veba Trust Harvey Mudd

990 • Fiscal year 2013 • EIN 04-3838454

Jan 01, 2013 to Dec 31, 2013 • Filed on Aug 04, 2014

8625 Andrew Carnegie Blvd Attn CorpEagan, MN 28262

(877) 535-3910

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

46th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

51st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Net Margin

91st percentile

71%

Higher net margin than 91% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

66th percentile

$750

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Source year 2013

Asset Growth

85th percentile

29%

Faster asset growth than 85% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

89th percentile

35%

Faster revenue growth than 89% of similar nonprofits.

2013 filings • 501(c)9 • $500k-$1M nonprofits • Annualized from 2012 to 2013

Assets

Up

$661,794

Up $148,980 (+29%) from 2012

Net Assets

Up

$661,794

Up $148,980 (+29%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$125,291

Up $32,496 (+35%) from 2012

Expenses

Down

$36,751

Down $2,113 (-5.4%) from 2012

Net Income

Up

$88,540

Up $34,609 (+64%) from 2012

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 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

2013

Assets$661,794
Liabilities$0
Net Assets$661,794

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: $79,2902011Revenue 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

2013

Revenue$125,291
Expenses$36,751
Net Income$88,540
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Aug 4, 2014
Return Version
2013v3.1
Gross Receipts
$206,933
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$512,814$661,794▲ $148,980
Investments in Publicly Traded Securities$512,814$657,010▲ $144,196
Savings and Temporary Cash Investments-$4,784-
Total Assets$512,814$661,794▲ $148,980
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$512,814$661,794▲ $148,980
Total Liabilities and Net Assets / Fund Balance$512,814$661,794▲ $148,980
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$750$750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$85,970
Investment Income
$39,321
Other Revenue
$0
Change in Net Assets
$88,540
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$30,080
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$30,080-$30,080
Benefits to Members$6,671--$6,671
Total Functional Expenses$6,671$30,080$0$36,751
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Tiaa - cref trust company, fsb as trustee is responsible for preparation of form 990 based on the information 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.

Filing and Contact Details

Filer

EIN
04-3838454
Phone
8775353910

Signing Officer

Name
Stephen Collier
Title
SVP,head of Tax
Phone
8775353910
Signed
2014-08-04

Organization Details

Principal Officer
Andrew Dorantes
Formed
2006
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

The organization makes its documents and policies available upon request.

Raw XML Appendix242 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt06671
IRS990/BenefitsToMembersGrp/TotalAmt06671
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10TIAA-CREF TRUST COMPANY FSB
IRS990/BooksInCareOfDetail/PhoneNum08775353910
IRS990/BooksInCareOfDetail/USAddress/AddressLine108625 Andrew Carnegie Blvd
IRS990/BooksInCareOfDetail/USAddress/City0Charlotte
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode028262
IRS990/BusinessRlnWithFamMemInd0false
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0512814
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt0661794
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
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IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt030080
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt085970
IRS990/CYRevenuesLessExpensesAmt088540
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt036751
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0125291
IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/Desc0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
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IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
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IRS990/FeesForServicesManagementGrp/TotalAmt030080
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02006
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt05334
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt086976
IRS990/GrossReceiptsAmt0206933
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt033987
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt033987
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0512814
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0657010
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt081642
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0512814
IRS990/NetAssetsOrFundBalancesEOYAmt0661794
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt05334
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt05334
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt060440
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ANDREW DORANTES
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt085970
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt085970
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt07975
IRS990/PYInvestmentIncomeAmt022129
IRS990/PYOtherExpensesAmt030889
IRS990/PYProgramServiceRevenueAmt070666
IRS990/PYRevenuesLessExpensesAmt053931
IRS990/PYTotalExpensesAmt038864
IRS990/PYTotalRevenueAmt092795
IRS990/ReconcilationRevenueExpnssAmt088540
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04784
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TIAA - CREF TRUST COMPANY, FSB AS TRUSTEE IS RESPONSIBLE FOR PREPARATION OF FORM 990 BASED ON THE INFORMATION 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/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10Not Applicable
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0951911219
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Higher Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10301 Platt Blvd
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0Claremont
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0CA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode091711
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0CA
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt0512814
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotalReportableCompFromOrgAmt0750
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10301 Platt Blvd
IRS990/USAddress/City0Claremont
IRS990/USAddress/State0CA
IRS990/USAddress/ZIPCode091711
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.hmc.edu
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-08-04
ReturnHeader/Filer/BusinessName/BusinessNameLine10EMPLOYER CONTRIBUTION VEBA TR HARVEY MUDD
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0043838454
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine108625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028262
ReturnHeader/ReturnTs02014-08-11T12:24:10-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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