Civic Intelligence

Employer Contribution Veba Trust Trinity University

990 • Fiscal year 2013 • EIN 27-6052129

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 11, 2014

8625 Andrew Carnegie Blvd Attn Corp28262

(877) 535-3910

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Liabilities / Revenue

39th percentile

0.00x

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

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Net Margin

95th percentile

84%

Higher net margin than 95% of similar nonprofits.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Top Officer Pay

56th percentile

$750

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2013 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2013

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Assets

$1,069,266

No earlier filing loaded for comparison.

Net Assets

$1,069,266

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$213,495

No earlier filing loaded for comparison.

Expenses

$34,426

No earlier filing loaded for comparison.

Net Income

$179,069

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2013: $1,069,266Liabilities 2013: $0Net Assets 2013: $1,069,2662013Assets 2014: $1,243,014Liabilities 2014: $0Net Assets 2014: $1,243,0142014Assets 2015: $1,332,288Liabilities 2015: $0Net Assets 2015: $1,332,2882015Assets 2016: $1,538,505Liabilities 2016: $0Net Assets 2016: $1,538,5052016Assets 2017: $1,881,604Liabilities 2017: $0Net Assets 2017: $1,881,6042017Assets 2018: $1,904,910Liabilities 2018: $0Net Assets 2018: $1,904,9102018Assets 2019: $2,393,049Liabilities 2019: $0Net Assets 2019: $2,393,0492019Assets 2020: $2,901,879Liabilities 2020: $0Net Assets 2020: $2,901,8792020Assets 2021: $3,041,771Liabilities 2021: $0Net Assets 2021: $3,041,7712021Assets 2022: $2,447,706Liabilities 2022: $0Net Assets 2022: $2,447,7062022Assets 2023: $2,700,274Liabilities 2023: $0Net Assets 2023: $2,700,2742023Assets 2024: $2,916,994Liabilities 2024: $0Net Assets 2024: $2,916,9942024

Highlighted filing

2013

Assets$1,069,266
Liabilities$0
Net Assets$1,069,266

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $213,495Expenses 2013: $34,426Net Income 2013: $179,0692013Revenue 2014: $231,987Expenses 2014: $29,379Net Income 2014: $202,6082014Revenue 2015: $246,030Expenses 2015: $63,087Net Income 2015: $182,9432015Revenue 2016: $303,239Expenses 2016: $64,535Net Income 2016: $238,7042016Revenue 2017: $227,849Expenses 2017: $76,148Net Income 2017: $151,7012017Revenue 2018: $264,417Expenses 2018: $76,962Net Income 2018: $187,4552018Revenue 2019: $257,529Expenses 2019: $88,276Net Income 2019: $169,2532019Revenue 2020: $269,254Expenses 2020: $72,727Net Income 2020: $196,5272020Revenue 2021: $160,565Expenses 2021: $154,689Net Income 2021: $5,8762021Revenue 2022: $86,926Expenses 2022: $158,522Net Income 2022: -$71,5962022Revenue 2023: $79,400Expenses 2023: $89,502Net Income 2023: -$10,1022023Revenue 2024: $934,240Expenses 2024: $90,353Net Income 2024: $843,8872024

Highlighted filing

2013

Revenue$213,495
Expenses$34,426
Net Income$179,069
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Jun 11, 2014
Return Version
2013v3.1
Gross Receipts
$307,941
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$808,024$1,069,266▲ $261,242
Investments in Publicly Traded Securities$808,024$1,042,249▲ $234,225
Savings and Temporary Cash Investments-$27,017-
Total Assets$808,024$1,069,266▲ $261,242
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$808,024$1,069,266▲ $261,242
Total Liabilities and Net Assets / Fund Balance$808,024$1,069,266▲ $261,242
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$750$750
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$151,818
Investment Income
$61,677
Other Revenue
$0
Change in Net Assets
$179,069
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,160
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Management-$18,160-$18,160
Benefits to Members$16,266--$16,266
Total Functional Expenses$16,266$18,160$0$34,426
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-description of Process for Review

Tiaa-cref trust company, fsb as trustee is responsible for the preparation of the form 990 based on the information contained in our records. Upon completion, a copy of form 990 is forwarded to the plan sponsor for review and approval. Once approved by the plan sponsor, form 990 is filed with the federal taxing authority by the regulatory deadline.

Filing and Contact Details

Filer

EIN
27-6052129
Phone
8775353910

Signing Officer

Name
Stephen Collier
Title
SVP,head of Tax
Phone
8775353910
Signed
2014-06-11

Organization Details

Principal Officer
Andrea Spanley
Formed
2008
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Description for Making Documents Public

The organization makes its documents and policies available upon request.

Raw XML Appendix241 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
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IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AuditCommitteeInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt016266
IRS990/BenefitsToMembersGrp/TotalAmt016266
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10TIAA-CREF TRUST COMPANY FSB
IRS990/BooksInCareOfDetail/PhoneNum08775353910
IRS990/BooksInCareOfDetail/USAddress/AddressLine108625 Andrew Carnegie Blvd
IRS990/BooksInCareOfDetail/USAddress/City0Charlotte
IRS990/BooksInCareOfDetail/USAddress/State0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCode028262
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IRS990/ChangeToOrgDocumentsInd0false
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IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0true
IRS990/CreditCounselingInd0false
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt018160
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0179069
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IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
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IRS990/DecisionsSubjectToApprovaInd0false
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IRS990/DeductibleNonCashContriInd0false
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IRS990/ForeignActivitiesInd0false
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IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt01.0
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0750
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02008
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt08560
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0103006
IRS990/GrossReceiptsAmt0307941
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt053117
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt053117
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0808024
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01042249
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt094446
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO 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.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0808024
IRS990/NetAssetsOrFundBalancesEOYAmt01069266
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt08560
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt08560
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt082173
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0Andrea Spanley
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employer Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0151818
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0151818
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt011787
IRS990/PYInvestmentIncomeAmt032415
IRS990/PYOtherExpensesAmt017266
IRS990/PYProgramServiceRevenueAmt0137989
IRS990/PYRevenuesLessExpensesAmt0141351
IRS990/PYTotalExpensesAmt029053
IRS990/PYTotalRevenueAmt0170404
IRS990/ReconcilationRevenueExpnssAmt0179069
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/EOYAmt027017
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TIAA-CREF TRUST COMPANY, FSB AS TRUSTEE IS RESPONSIBLE FOR THE PREPARATION OF THE FORM 990 BASED ON THE INFORMATION CONTAINED IN OUR RECORDS. UPON COMPLETION, A COPY OF FORM 990 IS FORWARDED TO THE PLAN SPONSOR FOR REVIEW AND APPROVAL. ONCE APPROVED BY THE PLAN SPONSOR, FORM 990 IS FILED WITH THE FEDERAL TAXING AUTHORITY BY THE REGULATORY DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine10NA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10Trinity University
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0741109633
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(c)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0Higher Education
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0170(b)(1)(A)(ii)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine10One Trinity Place Business Office
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0San Antonio
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0TX
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode078212
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0true
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0808024
IRS990/TotalAssetsEOYAmt01069266
IRS990/TotalAssetsGrp/BOYAmt0808024
IRS990/TotalAssetsGrp/EOYAmt01069266
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt018160
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016266
IRS990/TotalFunctionalExpensesGrp/TotalAmt034426
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalOtherCompensationAmt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0808024
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine10One Trinity Place Business Office
IRS990/USAddress/City0San Antonio
IRS990/USAddress/State0TX
IRS990/USAddress/ZIPCode078212
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0www.trinity.edu
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-06-11
ReturnHeader/Filer/BusinessName/BusinessNameLine10EMPLOYER CONTRIBUTION VEBA TRUST TRINITY
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0276052129
ReturnHeader/Filer/PhoneNum08775353910
ReturnHeader/Filer/USAddress/AddressLine108625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028262
ReturnHeader/ReturnTs02014-08-11T12:27:38-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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