Employee After Tax Contribution Verba Trust for Haverford College

990EZ • Fiscal year 2013 • EIN 04-3838465

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 02, 2014

Organization Profile www.haverford.edu

8625 Andrew Carnegie Blvd Attn CorpClinton, IA 28262

(877) 535-3910

Siviq Scores

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

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

41%

Higher net margin than 86% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

$750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 1.7% of source-year revenue.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

17%

Faster asset growth than 79% of similar nonprofits.

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

10%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets58th percentile

Assets

$271,275

Up $38,857 (+17%) from 2012

Net Assets

$271,275

Up $38,857 (+17%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin86th percentile

Revenue

$43,633

Up $3,991 (+10%) from 2012

Expenses

$25,741

Up $5,220 (+25%) from 2012

Net Income

Down

$17,892

Down $1,229 (-6.4%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2013

Assets$271,275

Liabilities$0

Net Assets$271,275

Open 2013 Filing

Operations Trend

Revenue Growth73rd percentile

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

Highlighted filing

2013

Revenue$43,633

Expenses$25,741

Net Income$17,892

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Jun 2, 2014
Return Version: 2013v3.1
Gross Receipts: $71,975

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.

Program Services

Description	Grants	Expenses
HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.	-	-

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$750	-	$750

Filing and Contact Details

Filer

EIN: 04-3838465
Phone: 8775353910

Signing Officer

Name: Stephen Collier
Title: SVP,head of Tax
Phone: 8775353910
Signed: 2014-06-02

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20

“Unrealized Gains on Investments 20965”

Raw XML Appendix87 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
IRS990EZ/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	24074
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	TIAA-CREF TRUST COMPANY FSB
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	8625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	28262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	232418
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	271275
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	28342
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	17892
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1667
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	232418
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	271275
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	753
IRS990EZ/GrossReceiptsAmt	0	71975
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	12368
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	232418
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	271275
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	232418
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	271275
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1	0	TIAA-CREF TRUST COMPANY FSB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	20965
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/ProgramServiceRevenueAmt	0	30512
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	29095
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	25741
IRS990EZ/TotalRevenueAmt	0	43633
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	www.haverford.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Unrealized Gains on Investments 20965
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-06-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	EMPLOYEE CONTRIBUTION VEBA TRUST HAVERFORD
ReturnHeader/Filer/BusinessNameControlTxt	0	HAVE
ReturnHeader/Filer/EIN	0	043838465
ReturnHeader/Filer/PhoneNum	0	8775353910
ReturnHeader/Filer/USAddress/AddressLine1	0	8625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/City	0	CHARLOTTE
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	28262
ReturnHeader/ReturnTs	0	2014-08-11T12:35:13-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $271,275
Liabilities: $0
Net assets: $271,275
Revenue: $43,633
Expenses: $25,741
Net income: $17,892

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$8.37	$0.00	$8.37	$1.70	$0.59	$1.12
2023Detailed filing. Detailed filing data is available for this year.	$7.85	$0.00	$7.85	$1.23	$0.37	$0.85
2022Detailed filing. Detailed filing data is available for this year.	$6.37	$0.00	$6.37	$1.03	$0.33	$0.70
2021Detailed filing. Detailed filing data is available for this year.	$6.85	$0.00	$6.85	$1.43	$0.34	$1.08
2020Detailed filing. Detailed filing data is available for this year.	$5.93	$0.00	$5.93	$1.10	$0.31	$0.79
2019Detailed filing. Detailed filing data is available for this year.	$4.79	$0.00	$4.79	$1.02	$0.29	$0.73
2018Detailed filing. Detailed filing data is available for this year.	$3.57	$0.00	$3.57	$1.06	$0.31	$0.75
2017Detailed filing. Detailed filing data is available for this year.	$3.24	$0.00	$3.24	$0.65	$0.46	$0.18
2016Detailed filing. Detailed filing data is available for this year.	$2.82	$0.00	$2.82	$0.46	$0.46	$0.01
2015Detailed filing. Detailed filing data is available for this year.	$2.79	$0.00	$2.79	$0.49	$0.30	$0.19
2014Detailed filing. Detailed filing data is available for this year.	$2.77	$0.00	$2.77	$0.50	$0.39	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$2.71	$0.00	$2.71	$0.44	$0.26	$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.32	$0.00	$2.32	$0.40	$0.21	$0.19
2011Summary only. Only limited summary data is available for this year.	$1.95	$0.00	$1.95	$0.29	$0.13	$0.16