Civic Intelligence

Employer Contribution Veba Trust Marlboro

EIN 04-7025785 • 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.

8625 Andrew Carnegie Blvd AttncorpCharlotte, NC 28262

www.marlboro.edu

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

67th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

91st percentile

64%

Higher net margin than 91% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$1,500

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 6.5% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

93rd percentile

21%

Faster asset growth than 93% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

72nd percentile

1.4%

Faster revenue growth than 72% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$170,015

Up $29,082 (+21%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$170,015

Up $29,082 (+21%) from 2016

Operations
Liabilities / Revenue80th percentileNet Margin91st percentile

Revenue

Up

$23,211

Up $320 (+1.4%) from 2016

Expenses

Up

$8,300

Up $1,234 (+17%) from 2016

Net Income

Down

$14,911

Down $914 (-5.8%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth93rd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2011: $64,151Liabilities 2011: $02011Assets 2015: $123,229Liabilities 2015: $0Net Assets 2015: $123,2292015Assets 2016: $140,933Liabilities 2016: $0Net Assets 2016: $140,9332016Assets 2017: $170,015Liabilities 2017: $0Net Assets 2017: $170,0152017

Highlighted filing

2017

Assets$170,015
Liabilities$0
Net Assets$170,015
Open 2017 Filing

Operations Trend

Revenue Growth72nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30K$20K$10K$0Revenue 2011: $22,853Expenses 2011: $7,782Net Income 2011: $15,0712011Revenue 2015: $27,132Expenses 2015: $13,023Net Income 2015: $14,1092015Revenue 2016: $22,891Expenses 2016: $7,066Net Income 2016: $15,8252016Revenue 2017: $23,211Expenses 2017: $8,300Net Income 2017: $14,9112017

Highlighted filing

2017

Revenue$23,211
Expenses$8,300
Net Income$14,911
Open 2017 Filing

Filings

Most recent year

2017 • Form 990EZXML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$170,015
Liabilities
$0
Net assets
$170,015
Revenue
$23,211
Expenses
$8,300
Net income
$14,911
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.70$0.00$1.70$0.23$0.08$0.15
2016Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.23$0.07$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.23$0.00$1.23$0.27$0.13$0.14
2011Summary only. Only limited summary data is available for this year.$0.64$0.00$0.23$0.08$0.15
Latest Detailed Filing

The latest 2017 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2016 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 2, 2017
Return Version
2016v3.0
Gross Receipts
$33,035
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 Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$1,500-$1,500
Filing and Contact Details

Filer

Filer Name
Employer Contribution Veba Trust Marlboro
EIN
04-7025785
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTNCORP, CHARLOTTE, NC 28262

Signing Officer

Name
Brian T Corson
Title
Director
Phone
8775353910
Signed
2017-10-02
Supplemental Narrative

Additional Explanations

Part II, Line 23-27

“Update beginning and ending value for cash, savings, and investments.”

Part I, Line 20

“Unrealized gain/loss on investments”

Part III

“Organization's primary exempt purpose.”

Form 990-EZ, Part I, Line 20

“Unrealized gain/loss 1879”

Raw XML Appendix98 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/BenefitsPaidToOrForMembersAmt0214
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA-CREF TRUST COMPANY
IRS990EZ/BooksInCareOfDetail/PhoneNum08775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0123229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0140933
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010144
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt015825
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt06852
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0123229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0140933
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0251
IRS990EZ/GrossReceiptsAmt033035
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt06072
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0123229
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0140933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0123229
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0140933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0TIAA-CREF TRUST COMPANY FSB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt01500
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt01879
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/ProgramServiceRevenueAmt016568
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt010395
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt07066
IRS990EZ/TotalRevenueAmt022891
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.marlboro.edu
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/ExplanationTxt3UNREALIZED GAIN/LOSS 1879
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II, LINE 23-27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYER CONTRIBUTION VEBA TRUST MARLBORO
ReturnHeader/Filer/BusinessNameControlTxt0MARL
ReturnHeader/Filer/EIN0047025785
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD ATTNCORP
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId041520447A59A6ED36B759C5BCBD13384D8616535
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId041520447A59A6ED36B759C5BCBD13384D8616535
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0143.165.48.50
ReturnHeader/ReturnTs02017-10-02T13:00:26-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

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