Employee After-Tax Contribution Veba Trust for University Of

990EZ • Fiscal year 2014 • EIN 04-7026331

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 03, 2015

Organization Profile www.uindy.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.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

0.00x

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

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

36%

Higher net margin than 87% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

$750

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 2.4% of source-year revenue.

2014 filings • 501(c)9 • <$500k nonprofits • Source year 2014

5.9%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

-8.4%

Faster revenue growth than 36% of similar nonprofits.

2014 filings • 501(c)9 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet

Liabilities / Assets61st percentile

Assets

$148,178

Up $8,320 (+5.9%) from 2013

Net Assets

$148,178

Up $8,320 (+5.9%) from 2013

Liabilities

Flat

Flat from 2013

Revenue And Expenses

Liabilities / Revenue62nd percentile Net Margin87th percentile

Revenue

Down

$31,821

Down $2,913 (-8.4%) from 2013

Expenses

$20,378

Up $10,159 (+99%) from 2013

Net Income

Down

$11,443

Down $13,072 (-53%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth66th percentile

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

Highlighted filing

2014

Assets$148,178

Liabilities$0

Net Assets$148,178

Open 2014 Filing

Operations Trend

Revenue Growth36th percentile

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

Highlighted filing

2014

Revenue$31,821

Expenses$20,378

Net Income$11,443

Open 2014 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2014 to Dec 31, 2014
Signed: Aug 3, 2015
Return Version: 2014v5.0
Gross Receipts: $61,011

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 Pay78th percentile

Employees

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

Filing and Contact Details

Filer

Filer Name: Employee Contribution Veba Trust University
EIN: 04-7026331
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: 2015-08-03

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 Appendix92 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	19601
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	139858
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	148178
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	29190
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	11443
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	777
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	139858
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	148178
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	1609
IRS990EZ/GrossReceiptsAmt	0	61011
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	7635
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	139858
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	148178
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	139858
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	148178
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	-3123
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	22577
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	30799
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd	0	IN
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	20378
IRS990EZ/TotalRevenueAmt	0	31821
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	www.uindy.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	2016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	8775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt	0	EMPLOYEE CONTRIBUTION VEBA TRUST UNIVERSITY
ReturnHeader/Filer/BusinessNameControlTxt	0	INDI
ReturnHeader/Filer/EIN	0	047026331
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	2015-08-03T17:01:02-05:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2014-01-01
ReturnHeader/TaxPeriodEndDt	0	2014-12-31
ReturnHeader/TaxYr	0	2014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $148,178
Liabilities: $0
Net assets: $148,178
Revenue: $31,821
Expenses: $20,378
Net income: $11,443

	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