Civic Intelligence

Employee After Tax Contribution Verba Trust for Haverford College

990EZ • Fiscal year 2014 • EIN 04-3838465

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 03, 2015

Organization Profilewww.haverford.edu
8625 Andrew Carnegie Blvd Attn CorpCharlotte, NC 28262

(877) 535-3910

Siviq Scores

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

Liabilities / Assets

61st percentile

0.00x

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

62nd percentile

0.00x

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Net Margin

77th percentile

22%

Higher net margin than 77% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Top Officer Pay

78th percentile

$750

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

Asset Growth

58th percentile

2.1%

Faster asset growth than 58% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

77th percentile

15%

Faster revenue growth than 77% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$276,941

Up $5,666 (+2.1%) from 2013

Net Assets

Up

$276,941

Up $5,666 (+2.1%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin77th percentile

Revenue

Up

$50,345

Up $6,712 (+15%) from 2013

Expenses

Up

$39,183

Up $13,442 (+52%) from 2013

Net Income

Down

$11,162

Down $6,730 (-38%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth58th percentile

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

$1.0M$500K$0Assets 2011: $194,580Liabilities 2011: $0Net Assets 2011: $194,5802011Assets 2012: $232,418Liabilities 2012: $0Net Assets 2012: $232,4182012Assets 2013: $271,275Liabilities 2013: $0Net Assets 2013: $271,2752013Assets 2014: $276,941Liabilities 2014: $0Net Assets 2014: $276,9412014Assets 2015: $279,290Liabilities 2015: $0Net Assets 2015: $279,2902015Assets 2016: $281,803Liabilities 2016: $0Net Assets 2016: $281,8032016Assets 2017: $323,635Liabilities 2017: $0Net Assets 2017: $323,6352017Assets 2018: $357,196Liabilities 2018: $0Net Assets 2018: $357,1962018Assets 2019: $478,581Liabilities 2019: $0Net Assets 2019: $478,5812019Assets 2020: $593,111Liabilities 2020: $0Net Assets 2020: $593,1112020Assets 2021: $684,864Liabilities 2021: $0Net Assets 2021: $684,8642021Assets 2022: $637,282Liabilities 2022: $0Net Assets 2022: $637,2822022Assets 2023: $784,550Liabilities 2023: $0Net Assets 2023: $784,5502023Assets 2024: $836,644Liabilities 2024: $0Net Assets 2024: $836,6442024

Highlighted filing

2014

Assets$276,941
Liabilities$0
Net Assets$276,941
Open 2014 Filing

Operations Trend

Revenue Growth77th percentile

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

$200K$150K$100K$50K$0Revenue 2011: $29,377Expenses 2011: $13,001Net Income 2011: $16,3762011Revenue 2012: $39,642Expenses 2012: $20,521Net Income 2012: $19,1212012Revenue 2013: $43,633Expenses 2013: $25,741Net Income 2013: $17,8922013Revenue 2014: $50,345Expenses 2014: $39,183Net Income 2014: $11,1622014Revenue 2015: $49,212Expenses 2015: $29,757Net Income 2015: $19,4552015Revenue 2016: $46,231Expenses 2016: $45,619Net Income 2016: $6122016Revenue 2017: $64,824Expenses 2017: $46,435Net Income 2017: $18,3892017Revenue 2018: $106,417Expenses 2018: $31,136Net Income 2018: $75,2812018Revenue 2019: $102,331Expenses 2019: $29,155Net Income 2019: $73,1762019Revenue 2020: $109,715Expenses 2020: $30,613Net Income 2020: $79,1022020Revenue 2021: $142,680Expenses 2021: $34,243Net Income 2021: $108,4372021Revenue 2022: $102,972Expenses 2022: $32,607Net Income 2022: $70,3652022Revenue 2023: $122,804Expenses 2023: $37,498Net Income 2023: $85,3062023Revenue 2024: $170,293Expenses 2024: $58,618Net Income 2024: $111,6752024

Highlighted filing

2014

Revenue$50,345
Expenses$39,183
Net Income$11,162
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 3, 2015
Return Version
2014v5.0
Gross Receipts
$104,322
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

DescriptionGrantsExpenses
HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.--
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$750-$750
Filing and Contact Details

Filer

Filer Name
Employee Contribution Veba Trust Haverford
EIN
04-3838465
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name
Stephen Collier
Title
SVP,head of Tax
Phone
8775353910
Signed
2015-08-03
Supplemental Narrative

Additional Explanations

Balance Sheets

“Update beginning and ending value for Cash, Savings, and Investments.”

Other Changes in Net Assets of Fund Balances

“Unrealized gain/loss on Investments”

Statement of Program Service Accomplishments

“Organization's Primary Exempt Purpose”

Raw XML Appendix92 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt037513
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA-CREF TRUST COMPANY FSB
IRS990EZ/BooksInCareOfDetail/PhoneNum08775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0271275
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0276941
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt053977
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt011162
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01670
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0271275
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0276941
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02769
IRS990EZ/GrossReceiptsAmt0104322
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt014391
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0271275
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0276941
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0271275
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0276941
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0TIAA-CREF TRUST COMPANY FSB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-5496
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0TO 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/ProgramServiceRevenueAmt033185
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt056746
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt039183
IRS990EZ/TotalRevenueAmt050345
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.haverford.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Update beginning and ending value for Cash, Savings, and Investments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Unrealized gain/loss on Investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Organization's Primary Exempt Purpose
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Balance Sheets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Changes in Net Assets of Fund Balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Statement of Program Service Accomplishments
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEE CONTRIBUTION VEBA TRUST HAVERFORD
ReturnHeader/Filer/BusinessNameControlTxt0HAVE
ReturnHeader/Filer/EIN0043838465
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/ReturnTs02015-08-03T17:01:01-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$276,941
Liabilities
$0
Net assets
$276,941
Revenue
$50,345
Expenses
$39,183
Net income
$11,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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