Civic Intelligence

Employee After Tax Contribution Veba Trust for University Of

990EZ • Fiscal year 2022 • EIN 04-7024792

Jan 01, 2022 to Dec 31, 2022 • Filed on Oct 30, 2023

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

64th percentile

0.00x

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

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Liabilities / Revenue

66th percentile

0.00x

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

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Net Margin

76th percentile

21%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2022 filings • 501(c)9 • <$500k nonprofits • Source year 2022

Asset Growth

40th percentile

-12%

Faster asset growth than 40% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

39th percentile

-15%

Faster revenue growth than 39% of similar nonprofits.

2022 filings • 501(c)9 • <$500k nonprofits • Annualized from 2021 to 2022

Assets

Down

$289,311

Down $37,735 (-12%) from 2021

Net Assets

Down

$289,311

Down $37,735 (-12%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue

Down

$104,868

Down $18,407 (-15%) from 2021

Expenses

Down

$83,090

Down $3,335 (-3.9%) from 2021

Net Income

Down

$21,778

Down $15,072 (-41%) from 2021

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $71,461Liabilities 2011: $02011Assets 2012: $93,449Liabilities 2012: $0Net Assets 2012: $93,4492012Assets 2013: $101,117Liabilities 2013: $0Net Assets 2013: $101,1172013Assets 2014: $112,327Liabilities 2014: $0Net Assets 2014: $112,3272014Assets 2015: $118,334Liabilities 2015: $0Net Assets 2015: $118,3342015Assets 2016: $137,591Liabilities 2016: $0Net Assets 2016: $137,5912016Assets 2017: $190,724Liabilities 2017: $0Net Assets 2017: $190,7242017Assets 2018: $191,562Liabilities 2018: $0Net Assets 2018: $191,5622018Assets 2019: $241,550Liabilities 2019: $0Net Assets 2019: $241,5502019Assets 2020: $288,338Liabilities 2020: $0Net Assets 2020: $288,3382020Assets 2021: $327,046Liabilities 2021: $0Net Assets 2021: $327,0462021Assets 2022: $289,311Liabilities 2022: $0Net Assets 2022: $289,3112022Assets 2023: $334,402Liabilities 2023: $0Net Assets 2023: $334,4022023Assets 2024: $377,710Liabilities 2024: $0Net Assets 2024: $377,7102024

Highlighted filing

2022

Assets$289,311
Liabilities$0
Net Assets$289,311

Operations Trend

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

$150K$100K$50K$0Revenue 2011: $50,246Expenses 2011: $46,132Net Income 2011: $4,1142011Revenue 2012: $62,621Expenses 2012: $44,674Net Income 2012: $17,9472012Revenue 2013: $99,515Expenses 2013: $98,031Net Income 2013: $1,4842013Revenue 2014: $104,888Expenses 2014: $92,314Net Income 2014: $12,5742014Revenue 2015: $91,043Expenses 2015: $78,944Net Income 2015: $12,0992015Revenue 2016: $105,792Expenses 2016: $88,135Net Income 2016: $17,6572016Revenue 2017: $117,936Expenses 2017: $79,737Net Income 2017: $38,1992017Revenue 2018: $136,846Expenses 2018: $111,412Net Income 2018: $25,4342018Revenue 2019: $120,720Expenses 2019: $97,279Net Income 2019: $23,4412019Revenue 2020: $128,657Expenses 2020: $99,248Net Income 2020: $29,4092020Revenue 2021: $123,275Expenses 2021: $86,425Net Income 2021: $36,8502021Revenue 2022: $104,868Expenses 2022: $83,090Net Income 2022: $21,7782022Revenue 2023: $91,205Expenses 2023: $75,087Net Income 2023: $16,1182023Revenue 2024: $143,843Expenses 2024: $70,521Net Income 2024: $73,3222024

Highlighted filing

2022

Revenue$104,868
Expenses$83,090
Net Income$21,778
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 30, 2023
Return Version
2022v5.0
Gross Receipts
$196,810
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

Employees

NameTitleFull / Part TimeBaseOtherTotal
-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
Brian T Corson
Title
Director
Phone
8775353910
Signed
2023-10-30
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 59512 Rounding 1

Raw XML Appendix95 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/BenefitsPaidToOrForMembersAmt080417
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA Trust NA
IRS990EZ/BooksInCareOfDetail/PhoneNum08775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0327046
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0289311
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt091942
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt021778
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02673
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0327046
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0289311
IRS990EZ/GainOrLossFromSaleOfAssetsAmt023
IRS990EZ/GrossReceiptsAmt0196810
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt014927
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0327046
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0289311
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0327046
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0289311
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0TIAA TRUST NA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt0-59513
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/ProgramServiceRevenueAmt089918
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt091965
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt083090
IRS990EZ/TotalRevenueAmt0104868
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.evansville.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TIAA, 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/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIFFERENCE IS DUE TO ROUNDING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Unrealized Gains/Losses on Investme 59512 Rounding 1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEE CONTRIBUTION VEBA TRUST UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt0EVAN
ReturnHeader/Filer/EIN0047024792
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02023-11-03T13:00:39-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$1.44$0.71$0.73
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.91$0.75$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.05$0.83$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$1.23$0.86$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$1.29$0.99$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$1.21$0.97$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.37$1.11$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$1.18$0.80$0.38
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.38$0.00$1.38$1.06$0.88$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.91$0.79$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.05$0.92$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.00$0.98$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.63$0.45$0.18
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.50$0.46$0.04