Employee After-Tax Contribution Veba Trust Forhampden-Sydney

990EZ • Fiscal year 2014 • EIN 04-7024782

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

Organization Profile www.hsc.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.

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

0.00x

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

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

-82%

Higher net margin than 15% of similar nonprofits.

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

$750

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

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

-24%

Faster asset growth than 20% of similar nonprofits.

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

20%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets61st percentile

Assets

Down

$110,798

Down $35,767 (-24%) from 2013

Net Assets

Down

$110,798

Down $35,767 (-24%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin15th percentile

Revenue

$33,452

Up $5,470 (+20%) from 2013

Expenses

$61,016

Up $27,581 (+82%) from 2013

Net Income

Down

-$27,564

Down $22,111 (-405%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth20th percentile

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

Highlighted filing

2014

Assets$110,798

Liabilities$0

Net Assets$110,798

Open 2014 Filing

Operations Trend

Revenue Growth82nd percentile

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

Highlighted filing

2014

Revenue$33,452

Expenses$61,016

Net Income-$27,564

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: $129,948

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
EIN: 04-7024782
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 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	59732
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	146565
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	110798
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	96496
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-27564
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1284
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	146565
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	110798
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	6886
IRS990EZ/GrossReceiptsAmt	0	129948
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	5545
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	146565
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	110798
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	146565
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	110798
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	-8203
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	21021
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	103382
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	61016
IRS990EZ/TotalRevenueAmt	0	33452
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	www.hsc.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Update beginning and ending value for Cash, Savings, and Investments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Unrealized gain/loss on investments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	Organization's Primary Exempt Purpose
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Balance Sheets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Changes in Net Assets of Fund Balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Statement of Program Service Accomplishments
ReturnHeader/BuildTS	0	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EMPLOYEE CONTRIBUTION VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	HAMP
ReturnHeader/Filer/EIN	0	047024782
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/ReturnTs	0	2015-08-03T17:01:02-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

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: $110,798
Liabilities: $0
Net assets: $110,798
Revenue: $33,452
Expenses: $61,016
Net income: -$27,564

	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.	$0.00	$0.00	$0.00	$0.38	$0.20	$0.19
2023Detailed filing. Detailed filing data is available for this year.	$1.59	$0.00	$1.59	$0.34	$0.37	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$1.50	$0.00	$1.50	$0.38	$0.34	$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.76	$0.00	$1.76	$0.52	$0.41	$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.70	$0.00	$1.70	$0.47	$0.34	$0.14
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.50	$0.00	$1.50	$0.40	$0.40	$0.01
2018Detailed filing. Detailed filing data is available for this year.	$1.35	$0.00	$1.35	$0.46	$0.36	$0.10
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.40	$0.00	$1.40	$0.44	$0.36	$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.21	$0.00	$1.21	$0.39	$0.25	$0.14
2015Detailed filing. Detailed filing data is available for this year.	$1.06	$0.00	$1.06	$0.37	$0.34	$0.02
2014Detailed filing. Detailed filing data is available for this year.	$1.11	$0.00	$1.11	$0.33	$0.61	$0.28
2013Detailed filing. Detailed filing data is available for this year.	$1.47	$0.00	$1.47	$0.28	$0.33	$0.05
2012Summary only. Only limited summary data is available for this year.	$1.44	$0.00		$0.26	$0.12	$0.13
2011Summary only. Only limited summary data is available for this year.	$1.19	$0.00		$0.24	$0.12	$0.12