Employee Contribution Veba Trust Whittier

990EZ • Fiscal year 2017 • EIN 04-7026323

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 10, 2018

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.

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

53%

Higher net margin than 91% of similar nonprofits.

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

$750

Higher top officer pay than 79% of similar nonprofits.

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

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

32%

Faster asset growth than 88% of similar nonprofits.

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

3.4%

Faster revenue growth than 63% of similar nonprofits.

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

Balance Sheet

Liabilities / Assets64th percentile

Assets

$200,907

Up $48,369 (+32%) from 2016

Net Assets

$200,907

Up $48,369 (+32%) from 2016

Liabilities

Flat

Flat from 2016

Revenue And Expenses

Liabilities / Revenue67th percentile Net Margin91st percentile

Revenue

$59,431

Up $1,955 (+3.4%) from 2016

Expenses

Down

$27,810

Down $8,452 (-23%) from 2016

Net Income

$31,621

Up $10,407 (+49%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

Highlighted filing

2017

Assets$200,907

Liabilities$0

Net Assets$200,907

Open 2017 Filing

Operations Trend

Revenue Growth63rd percentile

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

Highlighted filing

2017

Revenue$59,431

Expenses$27,810

Net Income$31,621

Open 2017 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2017 to Dec 31, 2017
Signed: Aug 10, 2018
Return Version: 2017v2.2
Gross Receipts: $87,181

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 Pay79th 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: Brian T Corson
Title: Director
Phone: 8775353910
Signed: 2018-08-10

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

“Organization's Primary Exempt Purpose.”

Form 990-EZ, Part I, Line 20

“Unrealized Gains on Investments 16748”

Raw XML Appendix99 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	26563
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	152538
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	200907
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	27750
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	31621
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	1247
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	152538
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	200907
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	60
IRS990EZ/GrossReceiptsAmt	0	87181
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	7865
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	152538
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	200907
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	152538
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	200907
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	16748
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	51506
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	27810
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	27810
IRS990EZ/TotalRevenueAmt	0	59431
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/ExplanationTxt	3	Unrealized Gains on Investments 16748
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Part II, Line 23-27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Part III, Organization's Primary Exempt Purpose
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	2018-08-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId	0	850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId	0	850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd	0	P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt	0	143.165.81.136
ReturnHeader/ReturnTs	0	2018-08-10T13:00:26-05:00
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: $200,907
Liabilities: $0
Net assets: $200,907
Revenue: $59,431
Expenses: $27,810
Net income: $31,621

	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