Employee After-Tax Contribution Veba Trust for University Of

990EZ • Fiscal year 2013 • EIN 04-7026331

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 18, 2014

Organization Profile www.uindy.edu

8625 Andrew Carnegie Blvd Attn CorpClinton, IA 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.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

71%

Higher net margin than 94% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

$750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

33%

Faster asset growth than 89% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

12%

Faster revenue growth than 75% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

$139,858

Up $34,470 (+33%) from 2012

Net Assets

$139,858

Up $34,470 (+33%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin94th percentile

Revenue

$34,734

Up $3,597 (+12%) from 2012

Expenses

Down

$10,219

Down $6,079 (-37%) from 2012

Net Income

$24,515

Up $9,676 (+65%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth89th percentile

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

Highlighted filing

2013

Assets$139,858

Liabilities$0

Net Assets$139,858

Open 2013 Filing

Operations Trend

Revenue Growth75th percentile

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

Highlighted filing

2013

Revenue$34,734

Expenses$10,219

Net Income$24,515

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Jun 18, 2014
Return Version: 2013v3.1
Gross Receipts: $50,776

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 Pay80th percentile

Employees

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

Filing and Contact Details

Filer

EIN: 04-7026331
Phone: 8775353910

Signing Officer

Name: Stephen Collier
Title: SVP,head of Tax
Phone: 8775353910
Signed: 2014-06-18

Supplemental Narrative

Additional Explanations

Form 990-EZ, Part I, Line 20

“Unrealized gains on investments 9955”

Raw XML Appendix87 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	9831
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	TIAA-CREF TRUST COMPANY FSB
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	8625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	28262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	105388
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	139858
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	16042
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	24515
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	388
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	105388
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	139858
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	751
IRS990EZ/GrossReceiptsAmt	0	50776
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	6361
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	105388
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	139858
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	105388
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	139858
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1	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	9955
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	27622
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	16793
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	10219
IRS990EZ/TotalRevenueAmt	0	34734
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	www.uindy.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	UNREALIZED GAINS ON INVESTMENTS 9955
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-06-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	EMPLOYEE CONTRIBUTION VEBA TRUST UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt	0	INDI
ReturnHeader/Filer/EIN	0	047026331
ReturnHeader/Filer/PhoneNum	0	8775353910
ReturnHeader/Filer/USAddress/AddressLine1	0	8625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/City	0	CHARLOTTE
ReturnHeader/Filer/USAddress/State	0	NC
ReturnHeader/Filer/USAddress/ZIPCode	0	28262
ReturnHeader/ReturnTs	0	2014-08-11T12:27:39-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $139,858
Liabilities: $0
Net assets: $139,858
Revenue: $34,734
Expenses: $10,219
Net income: $24,515

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.	$2.41	$0.00	$2.41	$0.56	$0.17	$0.39
2023Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.21	$0.17	$0.04
2022Detailed filing. Detailed filing data is available for this year.	$1.93	$0.00	$1.93	$0.29	$0.21	$0.07
2021Detailed filing. Detailed filing data is available for this year.	$2.31	$0.00	$2.31	$0.39	$0.27	$0.12
2020Detailed filing. Detailed filing data is available for this year.	$2.20	$0.00	$2.20	$0.26	$0.26	$0.00
2019Detailed filing. Detailed filing data is available for this year.	$2.05	$0.00	$2.05	$0.85	$0.20	$0.66
2018Detailed filing. Detailed filing data is available for this year.	$1.20	$0.00	$1.20	$0.28	$0.29	$0.02
2017Detailed filing. Detailed filing data is available for this year.	$1.39	$0.00	$1.39	$0.25	$0.26	$0.01
2016Detailed filing. Detailed filing data is available for this year.	$1.29	$0.00	$1.29	$0.24	$0.31	$0.06
2015Detailed filing. Detailed filing data is available for this year.	$1.33	$0.00	$1.33	$0.29	$0.35	$0.06
2014Detailed filing. Detailed filing data is available for this year.	$1.48	$0.00	$1.48	$0.32	$0.20	$0.11
2013Detailed filing. Detailed filing data is available for this year.	$1.40	$0.00	$1.40	$0.35	$0.10	$0.25
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.	$1.05	$0.00	$1.05	$0.31	$0.16	$0.15
2011Summary only. Only limited summary data is available for this year.	$0.83	$0.00		$0.34	$0.09	$0.24