Employee After Tax Contribution Verba Trust for Haverford College

990EZ • Fiscal year 2018 • EIN 04-3838465

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 28, 2019

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.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

0.00x

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

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

71%

Higher net margin than 94% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

$750

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2018 filings • 501(c)9 • <$500k nonprofits • Source year 2018

10%

Faster asset growth than 78% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

64%

Faster revenue growth than 91% of similar nonprofits.

2018 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet

Liabilities / Assets63rd percentile

Assets

$357,196

Up $33,561 (+10%) from 2017

Net Assets

$357,196

Up $33,561 (+10%) from 2017

Liabilities

Flat

Flat from 2017

Revenue And Expenses

Liabilities / Revenue65th percentile Net Margin94th percentile

Revenue

$106,417

Up $41,593 (+64%) from 2017

Expenses

Down

$31,136

Down $15,299 (-33%) from 2017

Net Income

$75,281

Up $56,892 (+309%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

Highlighted filing

2018

Assets$357,196

Liabilities$0

Net Assets$357,196

Open 2018 Filing

Operations Trend

Revenue Growth91st percentile

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

Highlighted filing

2018

Revenue$106,417

Expenses$31,136

Net Income$75,281

Open 2018 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2018 to Dec 31, 2018
Signed: Oct 28, 2019
Return Version: 2018v3.0
Gross Receipts: $143,887

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 Pay78th 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: 2019-10-28

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 41720”

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	29965
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	TIAA 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	323635
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	357196
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	37470
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	75281
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1171
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	323635
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	357196
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	395
IRS990EZ/GrossReceiptsAmt	0	143887
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	21057
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	323635
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	357196
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	323635
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	357196
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	TIAA 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	-41720
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	84965
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	37865
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	31136
IRS990EZ/TotalRevenueAmt	0	106417
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 41720
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	2020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2019-10-28
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	881295F18D0B5DC907A5AEFA4FA4A90D8159F927
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	881295F18D0B5DC907A5AEFA4FA4A90D8159F927
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	143.165.81.136
ReturnHeader/ReturnTs	0	2019-10-28T17:00:21-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2018-01-01
ReturnHeader/TaxPeriodEndDt	0	2018-12-31
ReturnHeader/TaxYr	0	2018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $357,196
Liabilities: $0
Net assets: $357,196
Revenue: $106,417
Expenses: $31,136
Net income: $75,281

	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