Employee After Tax Contribution Verba Trust for Haverford College

990EZ • Fiscal year 2016 • EIN 04-3838465

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 30, 2017

Organization Profile www.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.

0.00x

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

0.00x

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

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

1.3%

Higher net margin than 53% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

$750

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.6% of source-year revenue.

2016 filings • 501(c)9 • <$500k nonprofits • Source year 2016

0.9%

Faster asset growth than 56% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

-6.1%

Faster revenue growth than 42% of similar nonprofits.

2016 filings • 501(c)9 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet

Liabilities / Assets64th percentile

Assets

$281,803

Up $2,513 (+0.9%) from 2015

Net Assets

$281,803

Up $2,513 (+0.9%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue66th percentile Net Margin53rd percentile

Revenue

Down

$46,231

Down $2,981 (-6.1%) from 2015

Expenses

$45,619

Up $15,862 (+53%) from 2015

Net Income

Down

$612

Down $18,843 (-97%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

Highlighted filing

2016

Assets$281,803

Liabilities$0

Net Assets$281,803

Open 2016 Filing

Operations Trend

Revenue Growth42nd percentile

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

Highlighted filing

2016

Revenue$46,231

Expenses$45,619

Net Income$612

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Oct 30, 2017
Return Version: 2016v3.0
Gross Receipts: $110,651

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 Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	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: Brian T Corson
Title: Director
Phone: 8775353910
Signed: 2017-10-30

Supplemental Narrative

Additional Explanations

Part I, Line 20

“Unrealized gain/loss on Investments”

Part III, Organization'S Primary Exempt Purpose

“Organization's Primary Exempt Purpose”

Form 990-EZ, Part I, Line 20

“Unrealized Gains/Losses on Investme 1901”

Raw XML Appendix96 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	43869
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	TIAA-CREF TRUST COMPANY FSB
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt	0	8625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm	0	Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd	0	28262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	279290
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	281803
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	64420
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	612
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1750
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	279290
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	281803
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	3029
IRS990EZ/GrossReceiptsAmt	0	110651
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	12254
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	279290
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	281803
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	279290
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	281803
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	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	1901
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	30948
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	67449
IRS990EZ/ScheduleBNotRequiredInd	0	X
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	45619
IRS990EZ/TotalRevenueAmt	0	46231
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	www.haverford.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Unrealized gain/loss on Investments
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Organization's Primary Exempt Purpose
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Unrealized Gains/Losses on Investme 1901
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Part III, Organization's Primary Exempt Purpose
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS	0	2018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EMPLOYEE CONTRIBUTION VEBA TRUST HAVERFORD
ReturnHeader/Filer/BusinessNameControlTxt	0	HAVE
ReturnHeader/Filer/EIN	0	043838465
ReturnHeader/Filer/PhoneNum	0	8775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/CityNm	0	CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd	0	NC
ReturnHeader/Filer/USAddress/ZIPCd	0	28262
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	A42AC2B0742F1B77717D94A8FC9B9C7BEA6C7174
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	A42AC2B0742F1B77717D94A8FC9B9C7BEA6C7174
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	143.165.48.50
ReturnHeader/ReturnTs	0	2017-10-30T11:00:14-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2016-01-01
ReturnHeader/TaxPeriodEndDt	0	2016-12-31
ReturnHeader/TaxYr	0	2016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $281,803
Liabilities: $0
Net assets: $281,803
Revenue: $46,231
Expenses: $45,619
Net income: $612

	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