Marlboro College Employer Veba Tr

990EZ • Fiscal year 2016 • EIN 04-7025785

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 02, 2017

Organization Profile www.marlboro.edu

8625 Andrew Carnegie Blvd AttncorpCharlotte, 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

69%

Higher net margin than 93% of similar nonprofits.

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

$1,500

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.6% of source-year revenue.

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

14%

Faster asset growth than 78% of similar nonprofits.

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

-16%

Faster revenue growth than 32% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets64th percentile

Assets

$140,933

Up $17,704 (+14%) from 2015

Net Assets

$140,933

Up $17,704 (+14%) from 2015

Liabilities

Flat

Flat from 2015

Revenue And Expenses

Liabilities / Revenue66th percentile Net Margin93rd percentile

Revenue

Down

$22,891

Down $4,241 (-16%) from 2015

Expenses

Down

$7,066

Down $5,957 (-46%) from 2015

Net Income

$15,825

Up $1,716 (+12%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth78th percentile

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

Highlighted filing

2016

Assets$140,933

Liabilities$0

Net Assets$140,933

Open 2016 Filing

Operations Trend

Revenue Growth32nd percentile

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

Highlighted filing

2016

Revenue$22,891

Expenses$7,066

Net Income$15,825

Open 2016 Filing

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

Description	Grants	Expenses
HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.	-	-

Compensation and Service Providers

Top Officer Pay81st percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	214
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	TIAA-CREF TRUST COMPANY
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	123229
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	140933
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	10144
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	15825
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	6852
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	123229
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	140933
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	251
IRS990EZ/GrossReceiptsAmt	0	33035
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	6072
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	123229
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	140933
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	123229
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	140933
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	TIAA-CREF TRUST COMPANY FSB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	1500
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	1879
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	16568
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	10395
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	7066
IRS990EZ/TotalRevenueAmt	0	22891
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	www.marlboro.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/ExplanationTxt	3	UNREALIZED GAIN/LOSS 1879
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	PART II, LINE 23-27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	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	2017-10-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EMPLOYER CONTRIBUTION VEBA TRUST MARLBORO
ReturnHeader/Filer/BusinessNameControlTxt	0	MARL
ReturnHeader/Filer/EIN	0	047025785
ReturnHeader/Filer/PhoneNum	0	8775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt	0	8625 ANDREW CARNEGIE BLVD ATTNCORP
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	2017-10-02T13:00:26-05:00
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: $140,933
Liabilities: $0
Net assets: $140,933
Revenue: $22,891
Expenses: $7,066
Net income: $15,825

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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