Civic Intelligence

Employee After Tax Contribution Veba Trust for the Andrew W Mellon

990EZ • Fiscal year 2014 • EIN 04-3852175

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

Organization Profilewww.mellon.org
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

94th percentile

68%

Higher net margin than 94% 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

68th percentile

7.4%

Faster asset growth than 68% of similar nonprofits.

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

Revenue Growth

73rd percentile

8.8%

Faster revenue growth than 73% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$436,296

Up $30,086 (+7.4%) from 2013

Net Assets

Up

$436,296

Up $30,086 (+7.4%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin94th percentile

Revenue

Up

$50,891

Up $4,104 (+8.8%) from 2013

Expenses

Down

$16,039

Down $8,229 (-34%) from 2013

Net Income

Up

$34,852

Up $12,333 (+55%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$1.5M$1.0M$500K$0Assets 2013: $406,210Liabilities 2013: $0Net Assets 2013: $406,2102013Assets 2014: $436,296Liabilities 2014: $0Net Assets 2014: $436,2962014Assets 2015: $438,628Liabilities 2015: $0Net Assets 2015: $438,6282015Assets 2016: $457,607Liabilities 2016: $0Net Assets 2016: $457,6072016Assets 2017: $660,725Liabilities 2017: $0Net Assets 2017: $660,7252017Assets 2018: $650,844Liabilities 2018: $0Net Assets 2018: $650,8442018Assets 2019: $796,481Liabilities 2019: $0Net Assets 2019: $796,4812019Assets 2020: $908,705Liabilities 2020: $0Net Assets 2020: $908,7052020Assets 2021: $1,038,281Liabilities 2021: $0Net Assets 2021: $1,038,2812021Assets 2022: $953,251Liabilities 2022: $0Net Assets 2022: $953,2512022Assets 2023: $1,154,047Liabilities 2023: $0Net Assets 2023: $1,154,0472023Assets 2024: $1,333,329Liabilities 2024: $0Net Assets 2024: $1,333,3292024

Highlighted filing

2014

Assets$436,296
Liabilities$0
Net Assets$436,296
Open 2014 Filing

Operations Trend

Revenue Growth73rd percentile

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

$400K$300K$200K$100K$0Revenue 2013: $46,787Expenses 2013: $24,268Net Income 2013: $22,5192013Revenue 2014: $50,891Expenses 2014: $16,039Net Income 2014: $34,8522014Revenue 2015: $77,426Expenses 2015: $24,369Net Income 2015: $53,0572015Revenue 2016: $64,285Expenses 2016: $47,781Net Income 2016: $16,5042016Revenue 2017: $160,054Expenses 2017: $11,128Net Income 2017: $148,9262017Revenue 2018: $83,408Expenses 2018: $14,660Net Income 2018: $68,7482018Revenue 2019: $76,933Expenses 2019: $14,483Net Income 2019: $62,4502019Revenue 2020: $106,918Expenses 2020: $49,519Net Income 2020: $57,3992020Revenue 2021: $158,123Expenses 2021: $38,965Net Income 2021: $119,1582021Revenue 2022: $158,191Expenses 2022: $39,042Net Income 2022: $119,1492022Revenue 2023: $137,440Expenses 2023: $51,874Net Income 2023: $85,5662023Revenue 2024: $368,039Expenses 2024: $77,121Net Income 2024: $290,9182024

Highlighted filing

2014

Revenue$50,891
Expenses$16,039
Net Income$34,852
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
$73,120
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 the Andrew W
EIN
04-3852175
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name
Stephen Collier
Title
SVP, Head of Ta
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 Appendix91 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/BenefitsPaidToOrForMembersAmt016039
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/BOYAmt0406210
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0436296
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt022229
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt034852
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0406210
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0436296
IRS990EZ/GainOrLossFromSaleOfAssetsAmt01326
IRS990EZ/GrossReceiptsAmt073120
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt021265
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0406210
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0436296
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0406210
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0436296
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/OtherChangesInNetAssetsAmt0-4766
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/ProgramServiceRevenueAmt028300
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt023555
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt016039
IRS990EZ/TotalRevenueAmt050891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.mellon.org
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/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP, HEAD OF TA
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEE CONTRIBUTION VEBA TRUST THE ANDREW W
ReturnHeader/Filer/BusinessNameControlTxt0ANDR
ReturnHeader/Filer/EIN0043852175
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
$436,296
Liabilities
$0
Net assets
$436,296
Revenue
$50,891
Expenses
$16,039
Net income
$34,852
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.33$0.00$1.33$0.37$0.08$0.29
2023Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.14$0.05$0.09
2022Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.16$0.04$0.12
2021Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.16$0.04$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.11$0.05$0.06
2019Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.08$0.01$0.06
2018Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$0.08$0.01$0.07
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.16$0.01$0.15
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.06$0.05$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.08$0.02$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.44$0.00$0.44$0.05$0.02$0.03
2013Detailed filing. Detailed filing data is available for this year.$0.41$0.00$0.41$0.05$0.02$0.02