Marlboro College Employer Veba Tr

990EZ • Fiscal year 2017 • EIN 04-7025785

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 14, 2018

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.

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

0.00x

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

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

64%

Higher net margin than 92% of similar nonprofits.

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

$1,500

Higher top officer pay than 83% of similar nonprofits.

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

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

21%

Faster asset growth than 84% of similar nonprofits.

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

1.4%

Faster revenue growth than 58% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets64th percentile

Assets

$170,015

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

Net Assets

$170,015

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

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue67th percentile Net Margin92nd percentile

Revenue

$23,211

Up $320 (+1.4%) from 2016

Expenses

$8,300

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

Net Income

Down

$14,911

Down $914 (-5.8%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th percentile

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

Highlighted filing

2017

Assets$170,015

Liabilities$0

Net Assets$170,015

Open 2017 Filing

Operations Trend

Revenue Growth58th percentile

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

Highlighted filing

2017

Revenue$23,211

Expenses$8,300

Net Income$14,911

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Aug 14, 2018
Return Version: 2017v2.2
Gross Receipts: $39,487

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 Pay83rd 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: 2018-08-14

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 14171”

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	1845
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	140933
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	170015
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	16276
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	14911
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	6455
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	140933
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	170015
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	1136
IRS990EZ/GrossReceiptsAmt	0	39487
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	6977
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	140933
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	170015
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	140933
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	170015
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	14171
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	15098
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	17412
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	8300
IRS990EZ/TotalRevenueAmt	0	23211
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 14171
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	2018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Director
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2018-08-14
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	850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	143.165.48.50
ReturnHeader/ReturnTs	0	2018-08-14T11:00:26-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2017-01-01
ReturnHeader/TaxPeriodEndDt	0	2017-12-31
ReturnHeader/TaxYr	0	2017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $170,015
Liabilities: $0
Net assets: $170,015
Revenue: $23,211
Expenses: $8,300
Net income: $14,911

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2017Detailed filing. Detailed filing data is available for this year.	$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