Civic Intelligence

Helen Newberry Joy Hospital Post Employment Health Plan Veba Trust

EIN 37-6700105 • 501(c)9 • Charlotte, NC

Profile

To fund plan benefits for employees and former employees eligible to receive retiree health benefits under the plan.

8625 Andrew Carnegie Blvd Attn CorpCharlotte, NC 28262

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

48th percentile

0.00x

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

NTEE Y • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.00x

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

NTEE Y • $1M-$5M nonprofits • Source year 2024

Net Margin

73rd percentile

42%

Higher net margin than 73% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$1,500

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

NTEE Y • $1M-$5M nonprofits • Source year 2024

Asset Growth

45th percentile

4.8%

Faster asset growth than 45% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

7th percentile

-46%

Faster revenue growth than 7% of similar nonprofits.

NTEE Y • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$4,047,479

Up $184,512 (+4.8%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$4,047,479

Up $184,512 (+4.8%) from 2023

Operations
Liabilities / Revenue48th percentileNet Margin73rd percentile

Revenue

Down

$181,000

Down $153,732 (-46%) from 2023

Expenses

Up

$105,364

Up $17,251 (+20%) from 2023

Net Income

Down

$75,636

Down $170,983 (-69%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$6.0M$4.0M$2.0M$0Assets 2019: $3,065,571Liabilities 2019: $0Net Assets 2019: $3,065,5712019Assets 2020: $3,307,819Liabilities 2020: $0Net Assets 2020: $3,307,8192020Assets 2021: $3,522,010Liabilities 2021: $0Net Assets 2021: $3,522,0102021Assets 2022: $3,479,555Liabilities 2022: $0Net Assets 2022: $3,479,5552022Assets 2023: $3,862,967Liabilities 2023: $0Net Assets 2023: $3,862,9672023Assets 2024: $4,047,479Liabilities 2024: $0Net Assets 2024: $4,047,4792024

Highlighted filing

2024

Assets$4,047,479
Liabilities$0
Net Assets$4,047,479
Open 2024 Filing

Operations Trend

Revenue Growth7th percentile

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

$400K$300K$200K$100K$0Revenue 2019: $267,951Expenses 2019: $119,342Net Income 2019: $148,6092019Revenue 2020: $245,097Expenses 2020: $90,207Net Income 2020: $154,8902020Revenue 2021: $234,047Expenses 2021: $112,034Net Income 2021: $122,0132021Revenue 2022: $256,073Expenses 2022: $104,120Net Income 2022: $151,9532022Revenue 2023: $334,732Expenses 2023: $88,113Net Income 2023: $246,6192023Revenue 2024: $181,000Expenses 2024: $105,364Net Income 2024: $75,6362024

Highlighted filing

2024

Revenue$181,000
Expenses$105,364
Net Income$75,636
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$4,047,479
Liabilities
$0
Net assets
$4,047,479
Revenue
$181,000
Expenses
$105,364
Net income
$75,636
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.05$0.00$4.05$0.18$0.11$0.08
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.86$0.00$3.86$0.33$0.09$0.25
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.48$0.00$3.48$0.26$0.10$0.15
2021Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$0.23$0.11$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.25$0.09$0.15
2019Summary only. Only limited summary data is available for this year.$3.07$0.00$3.07$0.27$0.12$0.15
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Oct 31, 2023
Return Version
2022v5.0
Gross Receipts
$385,330
Mission and Program Overview

Mission

To fund plan benefits for employees and former employees eligible to receive retiree health benefits under the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$3,522,010$3,479,555▼ $42,455
Savings and Temporary Cash Investments$2,518,902$2,578,074▲ $59,172
Investments in Publicly Traded Securities$1,003,108$901,481▼ $101,627
Total Assets$3,522,010$3,479,555▼ $42,455
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,522,010$3,479,555▼ $42,455
Total Liabilities and Net Assets / Fund Balance$3,522,010$3,479,555▼ $42,455
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Trustee$1,500$1,500
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$187,521
Investment Income
$68,552
Other Revenue
$0
Change in Net Assets
$151,953
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$22,178
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
Benefits to Members$81,942--$81,942
Fees for Services Management-$22,178-$22,178
Total Functional Expenses$81,942$22,178$0$104,120
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
Business relationship with 35% controlled entity
No
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
No
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 trust,, n.a. As trustee is responsible for preparation of 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, form 990 is then filed with the federal taxing authority by the regulatory deadline.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its documents and policies available upon request.”

Filing and Contact Details

Filer

Filer Name
Helen Newberry Joy Hospital Post
EIN
37-6700105
Phone
8775353910
Address
8625 ANDREW CARNEGIE BLVD ATTN CORP, CHARLOTTE, NC 28262

Signing Officer

Name
Brian T Corson
Title
Director
Phone
8775353910
Signed
2023-10-31

Organization Details

Principal Officer
Amy Mccreary
Formed
2018
Legal Domicile
Mo
Voting Board Members
1
Independent Board Members
0
Employees
0
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“The difference is due to rounding.”

Raw XML Appendix221 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND PLAN BENEFITS FOR EMPLOYEES AND FORMER EMPLOYEES ELIGIBLE TO RECEIVE RETIREE HEALTH BENEFITS UNDER THE PLAN.
IRS990/BenefitsToMembersGrp/ProgramServicesAmt081942
IRS990/BenefitsToMembersGrp/TotalAmt081942
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TIAA Trust NA
IRS990/BooksInCareOfDetail/PhoneNum08775353910
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt08625 ANDREW CARNEGIE BLVD CORP TAX
IRS990/BooksInCareOfDetail/USAddress/CityNm0CHARLOTTE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
IRS990/BooksInCareOfDetail/USAddress/ZIPCd028262
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt03522010
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt03479555
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt081942
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt068552
IRS990/CYOtherExpensesAmt022178
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0187521
IRS990/CYRevenuesLessExpensesAmt0151953
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0104120
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0256073
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/ExcsTaxSect4951Or4952Or4953Ind0false
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt022178
IRS990/FeesForServicesManagementGrp/TotalAmt022178
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.0
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0TIAA TRUST NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt01500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02018
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt01108
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0130365
IRS990/GrossReceiptsAmt0385330
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt067444
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt067444
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01003108
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0901481
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MO
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0129257
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO FUND PLAN BENEFITS FOR EMPLOYEES AND FORMER EMPLOYEES ELIGIBLE TO RECEIVE RETIREE HEALTH BENEFITS UNDER THE PLAN.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03522010
IRS990/NetAssetsOrFundBalancesEOYAmt03479555
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt01108
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt01108
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-194407
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-1
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0AMY MCCREARY
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0Employee Contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0187521
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0187521
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt090266
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt048137
IRS990/PYOtherExpensesAmt021768
IRS990/PYProgramServiceRevenueAmt0185910
IRS990/PYRevenuesLessExpensesAmt0122013
IRS990/PYTotalExpensesAmt0112034
IRS990/PYTotalRevenueAmt0234047
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0151953
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02518902
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02578074
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TIAA TRUST,, N.A. AS TRUSTEE IS RESPONSIBLE FOR PREPARATION OF 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, FORM 990 IS THEN FILED WITH THE FEDERAL TAXING AUTHORITY BY THE REGULATORY DEADLINE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION MAKES ITS DOCUMENTS AND POLICIES AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE DIFFERENCE IS DUE TO ROUNDING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt03522010
IRS990/TotalAssetsEOYAmt03479555
IRS990/TotalAssetsGrp/BOYAmt03522010
IRS990/TotalAssetsGrp/EOYAmt03479555
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt022178
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt081942
IRS990/TotalFunctionalExpensesGrp/TotalAmt0104120
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03522010
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03479555
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0187521
IRS990/TotalReportableCompFromOrgAmt01500
IRS990/TotalRevenueGrp/ExclusionAmt068552
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0187521
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0256073
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03522010
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03479555
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0211 NORTH BROADWAY STE 1000
IRS990/USAddress/CityNm0ST LOUIS
IRS990/USAddress/StateAbbreviationCd0MO
IRS990/USAddress/ZIPCd063102
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIAN T CORSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/PhoneNum08775353910
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HELEN NEWBERRY JOY HOSPITAL POST
ReturnHeader/Filer/BusinessNameControlTxt0NEWB
ReturnHeader/Filer/EIN0376700105
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/IRSResponsiblePrtyInfoCurrInd0false
ReturnHeader/ReturnTs02023-11-03T13:00:39-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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