Civic Intelligence

Employee After Tax Contribution Veba Trust for Harvey Mudd College

990EZ • Fiscal year 2014 • EIN 04-3838474

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 09, 2015

Organization Profilewww.hmc.edu
8625 Andrew Carnegie Blvd Attn CorCharlotte, 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

53rd percentile

2.3%

Higher net margin than 53% 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 1.7% of source-year revenue.

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

Asset Growth

62nd percentile

4.0%

Faster asset growth than 62% of similar nonprofits.

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

Revenue Growth

64th percentile

3.4%

Faster revenue growth than 64% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$17,373

Up $669 (+4.0%) from 2013

Net Assets

$17,373

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin53rd percentile

Revenue

Up

$44,272

Up $1,447 (+3.4%) from 2013

Expenses

Up

$43,266

Up $1,302 (+3.1%) from 2013

Net Income

Up

$1,006

Up $145 (+17%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$20K$15K$10K$5.0K$0Assets 2013: $16,704Liabilities 2013: $02013Assets 2014: $17,373Liabilities 2014: $0Net Assets 2014: $17,3732014Assets 2015: $17,112Liabilities 2015: $0Net Assets 2015: $17,1122015Assets 2016: $0Net Assets 2016: $02016

Highlighted filing

2014

Assets$17,373
Liabilities$0
Net Assets$17,373
Open 2014 Filing

Operations Trend

Revenue Growth64th percentile

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

$60K$40K$20K$0Revenue 2013: $42,825Expenses 2013: $41,964Net Income 2013: $8612013Revenue 2014: $44,272Expenses 2014: $43,266Net Income 2014: $1,0062014Revenue 2015: $50,160Expenses 2015: $49,267Net Income 2015: $8932015Revenue 2016: $8962016

Highlighted filing

2014

Revenue$44,272
Expenses$43,266
Net Income$1,006
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 9, 2015
Return Version
2014v5.0
Gross Receipts
$87,476
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 Harvey Mudd
EIN
04-3838474
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTN COR, CHARLOTTE, NC 28262

Signing Officer

Name
Stephen Collier
Title
SVP,head of Tax
Phone
8775353910
Signed
2015-07-09
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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt042454
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA-CREF TRUST COMPANY FSB
IRS990EZ/BooksInCareOfDetail/PhoneNum08775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08625 ANDEW CARNEGIE BLVD
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt016704
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt017373
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt043204
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt01006
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0812
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt016704
IRS990EZ/Form990TotalAssetsGrp/EOYAmt017373
IRS990EZ/GainOrLossFromSaleOfAssetsAmt061
IRS990EZ/GrossReceiptsAmt087476
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01013
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt016704
IRS990EZ/NetAssetsOrFundBalancesEOYAmt017373
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt016704
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt017373
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/OtherChangesInNetAssetsAmt0-337
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/ProgramServiceRevenueAmt043198
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt043265
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt043266
IRS990EZ/TotalRevenueAmt044272
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.hmc.edu
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEE CONTRIBUTION VEBA TRUST HARVEY MUDD
ReturnHeader/Filer/BusinessNameControlTxt0HARV
ReturnHeader/Filer/EIN0043838474
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD ATTN COR
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/ReturnTs02015-07-21T11:00:30-05:00
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
$17,373
Liabilities
$0
Net assets
$17,373
Revenue
$44,272
Expenses
$43,266
Net income
$1,006
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.90
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$0.00$17.1$50.2$49.3$0.89
2014Detailed filing. Detailed filing data is available for this year.$17.4$0.00$17.4$44.3$43.3$1.01
2013Summary only. Only limited summary data is available for this year.$16.7$0.00$42.8$42.0$0.86