Civic Intelligence

Employee Contribution Veba Trust Claremont

EIN 04-7026327 • 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 Attn CorpCharlotte, NC 28262

www.claremontmckenna.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

88th percentile

51%

Higher net margin than 88% of similar nonprofits.

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

Top Officer Pay

80th percentile

$750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.6% of source-year revenue.

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

Asset Growth

95th percentile

32%

Faster asset growth than 95% of similar nonprofits.

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

Revenue Growth

82nd percentile

14%

Faster revenue growth than 82% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets67th percentile

Assets

Up

$95,010

Up $22,853 (+32%) from 2016

Liabilities

Flat

$0

Flat from 2016

Net Assets

Up

$95,010

Up $22,853 (+32%) from 2016

Operations
Liabilities / Revenue80th percentileNet Margin88th percentile

Revenue

Up

$29,181

Up $3,545 (+14%) from 2016

Expenses

Up

$14,262

Up $691 (+5.1%) from 2016

Net Income

Up

$14,919

Up $2,854 (+24%) from 2016

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$100K$50K$0Assets 2013: $38,019Liabilities 2013: $0Net Assets 2013: $38,0192013Assets 2014: $49,950Liabilities 2014: $0Net Assets 2014: $49,9502014Assets 2015: $58,520Liabilities 2015: $0Net Assets 2015: $58,5202015Assets 2016: $72,157Liabilities 2016: $0Net Assets 2016: $72,1572016Assets 2017: $95,010Liabilities 2017: $0Net Assets 2017: $95,0102017

Highlighted filing

2017

Assets$95,010
Liabilities$0
Net Assets$95,010
Open 2017 Filing

Operations Trend

Revenue Growth82nd percentile

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

$30K$20K$10K$0Revenue 2013: $13,096Expenses 2013: $6,452Net Income 2013: $6,6442013Revenue 2014: $25,547Expenses 2014: $12,174Net Income 2014: $13,3732014Revenue 2015: $26,074Expenses 2015: $14,502Net Income 2015: $11,5722015Revenue 2016: $25,636Expenses 2016: $13,571Net Income 2016: $12,0652016Revenue 2017: $29,181Expenses 2017: $14,262Net Income 2017: $14,9192017

Highlighted filing

2017

Revenue$29,181
Expenses$14,262
Net Income$14,919
Open 2017 Filing

Filings

Most recent year

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

Open filing
Assets
$95,010
Liabilities
$0
Net assets
$95,010
Revenue
$29,181
Expenses
$14,262
Net income
$14,919
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2017Detailed filing. Detailed filing data is available for this year.$95.0$0.00$95.0$29.2$14.3$14.9
2016Detailed filing. Detailed filing data is available for this year.$72.2$0.00$72.2$25.6$13.6$12.1
2015Detailed filing. Detailed filing data is available for this year.$58.5$0.00$58.5$26.1$14.5$11.6
2014Detailed filing. Detailed filing data is available for this year.$50.0$0.00$50.0$25.5$12.2$13.4
2013Detailed filing. Detailed filing data is available for this year.$38.0$0.00$38.0$13.1$6.45$6.64
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 15, 2018
Return Version
2017v2.2
Gross Receipts
$46,987
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 Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$750-$750
Filing and Contact Details

Filer

Filer Name
Employee Contribution Veba Trust Claremont
EIN
04-7026327
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name
Brian T Corson
Title
Director
Phone
8775353910
Signed
2018-08-15
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 7934”

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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt013777
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA-CREF TRUST COMPANY FSB
IRS990EZ/BooksInCareOfDetail/PhoneNum08775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt08625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt072157
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt095010
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt017806
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt014919
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0485
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt072157
IRS990EZ/Form990TotalAssetsGrp/EOYAmt095010
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0304
IRS990EZ/GrossReceiptsAmt046987
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt03353
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt072157
IRS990EZ/NetAssetsOrFundBalancesEOYAmt095010
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt072157
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt095010
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0TIAA-CREF Trust Compnay FSB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt00
IRS990EZ/OtherChangesInNetAssetsAmt07934
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/ProgramServiceRevenueAmt025524
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt018110
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt014262
IRS990EZ/TotalRevenueAmt029181
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0WWW.CLAREMONTMCKENNA.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 GAINS ON INVESTMENTS 7934
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Part II, Line 23-27
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Part I, Line 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Part III, Organization's Primary Exempt Purpose
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYEE CONTRIBUTION VEBA TRUST CLAREMONT
ReturnHeader/Filer/BusinessNameControlTxt0CLAR
ReturnHeader/Filer/EIN0047026327
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/CityNm0CHARLOTTE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028262
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0850C090F7CD0F991849A714E63161DE5A1AE08B0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0143.165.81.136
ReturnHeader/ReturnTs02018-08-15T13:00:31-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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