Liabilities / Assets
53rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Employee Contribution Veba Trust University
EIN 04-7024792 • 501(c)9 • Charlotte, NC
Profile
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.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
61st percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
87th percentile
Higher net margin than 87% of similar nonprofits.
Top Officer Pay
62nd percentile
Higher top officer pay than 62% of similar nonprofits.
Top officer pay equals 0.5% of source-year revenue.
Asset Growth
77th percentile
Faster asset growth than 77% of similar nonprofits.
Revenue Growth
89th percentile
Faster revenue growth than 89% of similar nonprofits.
Balance Sheet
Assets
Up$377,710
Up $43,308 (+13%) from 2023
Liabilities
Flat$0
Flat from 2023
Net Assets
Up$377,710
Up $43,308 (+13%) from 2023
Revenue
Up$143,843
Up $52,638 (+58%) from 2023
Expenses
Down$70,521
Down $4,566 (-6.1%) from 2023
Net Income
Up$73,322
Up $57,204 (+355%) from 2023
Trend Graphs
Filings
Most recent year
2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.
- Assets
- $377,710
- Liabilities
- $0
- Net assets
- $377,710
- Revenue
- $143,843
- Expenses
- $70,521
- Net income
- $73,322
Latest Detailed Filing
The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2023 below.
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2023 to Dec 31, 2023
- Signed
- Jul 24, 2024
- Return Version
- 2023v5.1
- Gross Receipts
- $167,973
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
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| - | Trustee | - | $750 | - | $750 |
Governance and Compliance
Governance Explanations
Form 990, Page 6, Part VI, Line 11-description of Process for Review
“Tiaa, fsb as trustee is responsible for preparation of form 990 based on the information contained in our records. Upon completion, a copy of form 990 is forwarded to the plan sponsor for review and approval. Once approved, form 990 is then filed with the federal taxing authority by the regulatory deadline.”
Form 990, Page 6, Part VI, Line 19
“The organization makes its documents and policies available upon request.”
Filing and Contact Details
Filer
- Filer Name
- Employee Contribution Veba Trust University
- EIN
- 04-7024792
- Phone
- 8775353910
- Address
- 8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262
Signing Officer
- Name
- Denise Bechard
- Title
- Vice President
- Phone
- 8775353910
- Signed
- 2024-07-24
Supplemental Narrative
Additional Explanations
Explanation for Form 990, Part XI, Line 9
“The difference is due to rounding.”
Form 990-EZ, Part I, Line 20
“Unrealized Gains/Losses on Investme 28973”
Raw XML Appendix94 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 | 72489 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TIAA Trust NA |
| 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 | 289311 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 334402 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | false |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 76768 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | false |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 16118 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 2598 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | false |
| IRS990EZ/ForeignOfficeInd | 0 | false |
| IRS990EZ/Form1120PolFiledInd | 0 | false |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 289311 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 334402 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | -111 |
| IRS990EZ/GrossReceiptsAmt | 0 | 167973 |
| IRS990EZ/GrossReceiptsForPublicUseAmt | 0 | 0 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InitiationFeesAndCapContriAmt | 0 | 0 |
| IRS990EZ/InvestmentIncomeAmt | 0 | 7778 |
| IRS990EZ/LandAndBuildingsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | false |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 289311 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 334402 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 289311 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 334402 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt | 0 | TIAA TRUST NA |
| 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 | 28973 |
| 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 | 83538 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS. |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 76657 |
| 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 | 75087 |
| IRS990EZ/TotalRevenueAmt | 0 | 91205 |
| IRS990EZ/TransactionWithControlEntInd | 0 | false |
| IRS990EZ/WebsiteAddressTxt | 0 | www.evansville.edu |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | TIAA, FSB AS TRUSTEE IS RESPONSIBLE FOR PREPARATION OF FORM 990 BASED ON THE INFORMATION CONTAINED IN OUR RECORDS. UPON COMPLETION, A COPY OF FORM 990 IS FORWARDED TO THE PLAN SPONSOR FOR REVIEW AND APPROVAL. ONCE APPROVED, FORM 990 IS THEN FILED WITH THE FEDERAL TAXING AUTHORITY BY THE REGULATORY DEADLINE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE ORGANIZATION MAKES ITS DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE DIFFERENCE IS DUE TO ROUNDING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Unrealized Gains/Losses on Investme 28973 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part I, Line 20 |
| ReturnHeader/BuildTS | 0 | 2024-10-15 13:58:12Z |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | DENISE BECHARD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | VICE PRESIDENT |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 8775353910 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-07-24 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EMPLOYEE CONTRIBUTION VEBA TRUST UNIVERSITY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EVAN |
| ReturnHeader/Filer/EIN | 0 | 047024792 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | false |
| ReturnHeader/ReturnTs | 0 | 2024-10-28T10:01:14-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2023-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-12-31 |
| ReturnHeader/TaxYr | 0 | 2023 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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