Employee Contribution Veba Trust Whittier

990EZ • Fiscal year 2015 • EIN 04-7026323

Jan 01, 2015 to Dec 31, 2015 • Filed on May 31, 2016

Organization Profile WWW.WHITTIER.EDU

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.

0.00x

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

0.00x

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

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

43%

Higher net margin than 87% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

$750

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2015 filings • 501(c)9 • <$500k nonprofits • Source year 2015

14%

Faster asset growth than 81% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

30%

Faster revenue growth than 88% of similar nonprofits.

2015 filings • 501(c)9 • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet

Liabilities / Assets65th percentile

Assets

$129,167

Up $15,515 (+14%) from 2014

Net Assets

$129,167

Up $15,515 (+14%) from 2014

Liabilities

Flat

Flat from 2014

Revenue And Expenses

Liabilities / Revenue66th percentile Net Margin87th percentile

Revenue

$58,255

Up $13,277 (+30%) from 2014

Expenses

$33,360

Up $12,569 (+60%) from 2014

Net Income

$24,895

Up $708 (+2.9%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

Highlighted filing

2015

Assets$129,167

Liabilities$0

Net Assets$129,167

Open 2015 Filing

Operations Trend

Revenue Growth88th percentile

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

Highlighted filing

2015

Revenue$58,255

Expenses$33,360

Net Income$24,895

Open 2015 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2015 to Dec 31, 2015
Signed: May 31, 2016
Return Version: 2015v2.0
Gross Receipts: $115,479

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 Pay77th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$750	-	$750

Filing and Contact Details

Filer

Filer Name: Employee Contribution Veba Trust Whittier
EIN: 04-7026323
Phone: 8775353910
Address: 8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name: Stephen Collier
Title: SVP,head of Tax
Phone: 8775353910
Signed: 2016-05-31

Supplemental Narrative

Additional Explanations

Balance Sheets

“Update beginning and ending value for Cash, Savings, and Investments.”

Other Changes in Net Assets of Fund Balances

“Unrealized gain/loss on Investments.”

Statement of Program Service Accomplishments

“Organization's Primary Exempt Purpose.”

Raw XML Appendix93 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	31956
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt	0	TIAA-CREF Trust Company FSB
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	113652
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	129167
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	57224
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	24895
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1404
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	113652
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	129167
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	4064
IRS990EZ/GrossReceiptsAmt	0	115479
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	5682
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	113652
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	129167
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	113652
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	129167
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt	0	TIAA-CREF TRUST COMPANY FSB
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	-9380
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	48509
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	61288
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	CA
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	33360
IRS990EZ/TotalRevenueAmt	0	58255
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	WWW.WHITTIER.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/FormAndLineReferenceDesc	0	Balance Sheets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Other Changes in Net Assets of Fund Balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Statement of Program Service Accomplishments
ReturnHeader/BuildTS	0	2016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2016-05-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EMPLOYEE CONTRIBUTION VEBA TRUST WHITTIER
ReturnHeader/Filer/BusinessNameControlTxt	0	WHIT
ReturnHeader/Filer/EIN	0	047026323
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/ReturnTs	0	2016-08-02T13:00:56-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2015-01-01
ReturnHeader/TaxPeriodEndDt	0	2015-12-31
ReturnHeader/TaxYr	0	2015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $129,167
Liabilities: $0
Net assets: $129,167
Revenue: $58,255
Expenses: $33,360
Net income: $24,895

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$2.40	$0.00	$2.40	$0.52	$0.39	$0.13
2023Detailed filing. Detailed filing data is available for this year.	$2.30	$0.00	$2.30	$0.30	$0.35	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$2.13	$0.00	$2.13	$0.36	$0.45	$0.09
2021Detailed filing. Detailed filing data is available for this year.	$2.67	$0.00	$2.67	$0.49	$0.50	$0.00
2020Detailed filing. Detailed filing data is available for this year.	$2.66	$0.00	$2.66	$0.54	$0.42	$0.12
2019Detailed filing. Detailed filing data is available for this year.	$2.41	$0.00	$2.41	$0.50	$0.30	$0.20
2018Detailed filing. Detailed filing data is available for this year.	$1.95	$0.00	$1.95	$0.52	$0.34	$0.18
2017Detailed filing. Detailed filing data is available for this year.	$2.01	$0.00	$2.01	$0.59	$0.28	$0.32
2016Detailed filing. Detailed filing data is available for this year.	$1.53	$0.00	$1.53	$0.57	$0.36	$0.21
2015Detailed filing. Detailed filing data is available for this year.	$1.29	$0.00	$1.29	$0.58	$0.33	$0.25
2014Detailed filing. Detailed filing data is available for this year.	$1.14	$0.00	$1.14	$0.45	$0.21	$0.24
2013Detailed filing. Detailed filing data is available for this year.	$0.91	$0.00	$0.91	$0.33	$0.16	$0.17
2012Summary only. Only limited summary data is available for this year.	$0.69	$0.00		$0.25	$0.22	$0.03
2011Summary only. Only limited summary data is available for this year.	$0.62	$0.00		$0.39	$0.24	$0.15