Employee After Tax Contribution Veba Trust for Shenandoah

990EZ • Fiscal year 2016 • EIN 04-7024788

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

Organization Profile WWW.SU.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

34%

Higher net margin than 84% 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 1.5% of source-year revenue.

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

15%

Faster asset growth than 79% of similar nonprofits.

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

14%

Faster revenue growth than 78% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets64th percentile

Assets

$137,241

Up $18,021 (+15%) from 2015

Net Assets

$137,241

Up $18,021 (+15%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue66th percentile Net Margin84th percentile

Revenue

$48,661

Up $5,979 (+14%) from 2015

Expenses

$32,125

Up $3,451 (+12%) from 2015

Net Income

$16,536

Up $2,528 (+18%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

Highlighted filing

2016

Assets$137,241

Liabilities$0

Net Assets$137,241

Open 2016 Filing

Operations Trend

Revenue Growth78th percentile

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

Highlighted filing

2016

Revenue$48,661

Expenses$32,125

Net Income$16,536

Open 2016 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2016 to Dec 31, 2016
Signed: Aug 30, 2017
Return Version: 2016v3.0
Gross Receipts: $84,642

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 Shenandoah
EIN: 04-7024788
Phone: 8775353910
Address: 8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name: Brian T Corson
Title: Director
Phone: 8775353910
Signed: 2017-08-30

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 gain on investment 1485”

Raw XML Appendix97 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	30306
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	119220
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	137241
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	35981
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	16536
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1819
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	119220
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	137241
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	442
IRS990EZ/GrossReceiptsAmt	0	84642
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	6170
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MembershipDuesAmt	0	0
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	119220
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	137241
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	119220
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	137241
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	TIAA-CREF TRUST COMPANY
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	1485
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	42049
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	36423
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	32125
IRS990EZ/TotalRevenueAmt	0	48661
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	WWW.SU.EDU
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	Unrealized gain/loss on Investments.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	Organization's Primary Exempt Purpose.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	2	UNREALIZED GAIN ON INVESTMENT 1485
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	2017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2017-08-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EMPLOYEE CONTRIBUTION VEBA TRUST SHENANDOAH
ReturnHeader/Filer/BusinessNameControlTxt	0	SHEN
ReturnHeader/Filer/EIN	0	047024788
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	41520447A59A6ED36B759C5BCBD13384D8616535
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	41520447A59A6ED36B759C5BCBD13384D8616535
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	143.165.48.50
ReturnHeader/ReturnTs	0	2017-08-30T11:00:15-05:00
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: $137,241
Liabilities: $0
Net assets: $137,241
Revenue: $48,661
Expenses: $32,125
Net income: $16,536

	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.	$1.96	$0.00	$1.96	$0.71	$0.37	$0.34
2023Detailed filing. Detailed filing data is available for this year.	$1.86	$0.00	$1.86	$0.27	$0.27	$0.00
2022Detailed filing. Detailed filing data is available for this year.	$1.66	$0.00	$1.66	$0.33	$0.41	$0.08
2021Detailed filing. Detailed filing data is available for this year.	$2.14	$0.00	$2.14	$0.41	$0.34	$0.07
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$2.04	$0.00	$2.04	$0.39	$0.34	$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.85	$0.00	$1.85	$0.38	$0.34	$0.04
2018Detailed filing. Detailed filing data is available for this year.	$1.62	$0.00	$1.62	$0.46	$0.31	$0.15
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.70	$0.00	$1.70	$0.46	$0.29	$0.18
2016Detailed filing. Detailed filing data is available for this year.	$1.37	$0.00	$1.37	$0.49	$0.32	$0.17
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.	$1.19	$0.00	$1.19	$0.43	$0.29	$0.14
2014Detailed filing. Detailed filing data is available for this year.	$1.13	$0.00	$1.13	$0.42	$0.30	$0.12
2013Detailed filing. Detailed filing data is available for this year.	$1.04	$0.00	$1.04	$0.28	$0.19	$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$0.86	$0.00	$0.86	$0.14	$0.06	$0.07