Civic Intelligence

Employer Contribution Veba Trust Colgate

990EZ • Fiscal year 2014 • EIN 36-7627415

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

Organization Profilewww.colgate.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.

Liabilities / Assets

61st percentile

0.00x

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

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

Liabilities / Revenue

62nd percentile

0.00x

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

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

Net Margin

98th percentile

99%

Higher net margin than 98% of similar nonprofits.

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

Top Officer Pay

78th percentile

$750

Higher top officer pay than 78% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

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

Source year 2014

Revenue Growth

Score unavailable

No value available

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

Source year 2014

Balance Sheet
Liabilities / Assets61st percentile

Assets

$90,413

No earlier filing loaded for comparison.

Net Assets

$90,413

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

$59,307

No earlier filing loaded for comparison.

Expenses

$701

No earlier filing loaded for comparison.

Net Income

$58,606

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2014: $90,413Liabilities 2014: $0Net Assets 2014: $90,4132014Assets 2015: $152,005Liabilities 2015: $0Net Assets 2015: $152,0052015Assets 2016: $238,092Liabilities 2016: $0Net Assets 2016: $238,0922016Assets 2017: $377,536Liabilities 2017: $0Net Assets 2017: $377,5362017Assets 2018: $464,218Liabilities 2018: $0Net Assets 2018: $464,2182018Assets 2019: $704,682Liabilities 2019: $0Net Assets 2019: $704,6822019Assets 2020: $974,382Liabilities 2020: $0Net Assets 2020: $974,3822020Assets 2021: $1,229,181Liabilities 2021: $0Net Assets 2021: $1,229,1812021Assets 2022: $1,180,610Liabilities 2022: $0Net Assets 2022: $1,180,6102022Assets 2023: $1,630,790Liabilities 2023: $0Net Assets 2023: $1,630,7902023Assets 2024: $2,158,148Liabilities 2024: $0Net Assets 2024: $2,158,1482024

Highlighted filing

2014

Assets$90,413
Liabilities$0
Net Assets$90,413
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800K$600K$400K$200K$0Revenue 2014: $59,307Expenses 2014: $701Net Income 2014: $58,6062014Revenue 2015: $71,736Expenses 2015: $126Net Income 2015: $71,6102015Revenue 2016: $82,7652016Revenue 2017: $107,467Expenses 2017: $63Net Income 2017: $107,4042017Revenue 2018: $152,489Expenses 2018: $0Net Income 2018: $152,4892018Revenue 2019: $158,796Expenses 2019: $0Net Income 2019: $158,7962019Revenue 2020: $195,452Expenses 2020: $19Net Income 2020: $195,4332020Revenue 2021: $245,131Expenses 2021: $19Net Income 2021: $245,1122021Revenue 2022: $204,105Expenses 2022: $0Net Income 2022: $204,1052022Revenue 2023: $272,115Expenses 2023: $10Net Income 2023: $272,1052023Revenue 2024: $664,386Expenses 2024: $497Net Income 2024: $663,8892024

Highlighted filing

2014

Revenue$59,307
Expenses$701
Net Income$58,606
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
$80,770
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 Pay78th percentile

Employees

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

Filer

Filer Name
Employer Contribution Veba Trust Colgate
EIN
36-7627415
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 Appendix90 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/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/BOYAmt034494
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt090413
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt021463
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt058606
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0701
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt034494
IRS990EZ/Form990TotalAssetsGrp/EOYAmt090413
IRS990EZ/GainOrLossFromSaleOfAssetsAmt0253
IRS990EZ/GrossReceiptsAmt080770
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt04819
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt034494
IRS990EZ/NetAssetsOrFundBalancesEOYAmt090413
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt034494
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt090413
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1Txt0TIAA-CREF TRUST COMPANY 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/OtherChangesInNetAssetsAmt0-2687
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/ProgramServiceRevenueAmt054235
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt021716
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt0701
IRS990EZ/TotalRevenueAmt059307
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0www.colgate.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/FormAndLineReferenceDesc0Balance Sheets
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Changes in Net Assets of Fund Balances
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Statement of Program Service Accomplishments
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0EMPLOYER CONTRIBUTION VEBA TRUST COLGATE
ReturnHeader/Filer/BusinessNameControlTxt0COLG
ReturnHeader/Filer/EIN0367627415
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/ReturnTs02015-08-03T17:01:02-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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
$90,413
Liabilities
$0
Net assets
$90,413
Revenue
$59,307
Expenses
$701
Net income
$58,606
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.16$0.00$2.16$0.66$0.00$0.66
2023Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.27$0.00$0.27
2022Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$0.20$0.00$0.20
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.25$0.00$0.25
2020Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.20$0.00$0.20
2019Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.16$0.00$0.16
2018Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.15$0.00$0.15
2017Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.11$0.00$0.11
2016Detailed filing. Detailed filing data is available for this year.$0.24$0.00$0.24$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.15$0.00$0.15$0.07$0.00$0.07
2014Detailed filing. Detailed filing data is available for this year.$0.09$0.00$0.09$0.06$0.00$0.06