Civic Intelligence

AT&T Veba Trust

990 • Fiscal year 2023 • EIN 43-1491162

Jan 01, 2023 to Dec 31, 2023 • Filed on Sep 25, 2024

Organization ProfileN/A

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208 S Akard Street Room 1825Dallas, TX 75202

(214) 486-8949

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2023 filings • $1B+ nonprofits • Source year 2023

Liabilities / Revenue

4th percentile

0.00x

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

2023 filings • $1B+ nonprofits • Source year 2023

Net Margin

7th percentile

-29%

Higher net margin than 7% of similar nonprofits.

2023 filings • $1B+ nonprofits • Source year 2023

Top Officer Pay

8th percentile

$103,468

Higher top officer pay than 8% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • $1B+ nonprofits • Source year 2023

Asset Growth

1st percentile

-54%

Faster asset growth than 1% of similar nonprofits.

2023 filings • $1B+ nonprofits • Annualized from 2022 to 2023

Revenue Growth

16th percentile

-14%

Faster revenue growth than 16% of similar nonprofits.

2023 filings • $1B+ nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets4th percentile

Assets

Flat

$212,401,391

Flat from 2023

Net Assets

Flat

$212,401,391

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin7th percentile

Revenue

Flat

$2,486,641,308

Flat from 2023

Expenses

Flat

$3,202,899,880

Flat from 2023

Net Income

Flat

-$716,258,572

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth1st percentile

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

$600M$400M$200M$0Assets 2010: $185,106,393Liabilities 2010: $0Net Assets 2010: $185,106,3932010Assets 2011: $201,693,984Liabilities 2011: $0Net Assets 2011: $201,693,9842011Assets 2012: $126,907,790Liabilities 2012: $0Net Assets 2012: $126,907,7902012Assets 2013: $138,766,453Liabilities 2013: $0Net Assets 2013: $138,766,4532013Assets 2014: $142,143,550Liabilities 2014: $0Net Assets 2014: $142,143,5502014Assets 2015: $135,293,411Liabilities 2015: $0Net Assets 2015: $135,293,4112015Assets 2016: $513,767,521Liabilities 2016: $0Net Assets 2016: $513,767,5212016Assets 2017: $402,804,904Liabilities 2017: $0Net Assets 2017: $402,804,9042017Assets 2018: $516,587,671Liabilities 2018: $0Net Assets 2018: $516,587,6712018Assets 2019: $404,402,520Liabilities 2019: $0Net Assets 2019: $404,402,5202019Assets 2020: $455,393,364Liabilities 2020: $0Net Assets 2020: $455,393,3642020Assets 2021: $483,963,147Liabilities 2021: $0Net Assets 2021: $483,963,1472021Assets 2022: $460,381,233Liabilities 2022: $0Net Assets 2022: $460,381,2332022Assets 2023: $212,401,391Liabilities 2023: $0Net Assets 2023: $212,401,3912023Assets 2023: $212,401,391Liabilities 2023: $0Net Assets 2023: $212,401,3912023Assets 2024: $55,903,639Liabilities 2024: $0Net Assets 2024: $55,903,6392024

Highlighted filing

2023

Assets$212,401,391
Liabilities$0
Net Assets$212,401,391
Open 2023 Filing

Operations Trend

Revenue Growth16th percentile

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

$6.0B$4.0B$2.0B$0-$2.0BRevenue 2010: $5,346,110,366Expenses 2010: $5,344,051,581Net Income 2010: $2,058,7852010Revenue 2011: $5,514,394,721Expenses 2011: $5,496,841,157Net Income 2011: $17,553,5642011Revenue 2012: $3,969,402,164Expenses 2012: $5,654,073,337Net Income 2012: -$1,684,671,1732012Revenue 2013: $4,105,354,106Expenses 2013: $5,605,803,300Net Income 2013: -$1,500,449,1942013Revenue 2014: $4,311,684,452Expenses 2014: $5,593,549,105Net Income 2014: -$1,281,864,6532014Revenue 2015: $3,953,321,746Expenses 2015: $4,889,356,658Net Income 2015: -$936,034,9122015Revenue 2016: $4,381,625,623Expenses 2016: $4,987,363,888Net Income 2016: -$605,738,2652016Revenue 2017: $3,886,825,335Expenses 2017: $4,909,120,605Net Income 2017: -$1,022,295,2702017Revenue 2018: $3,406,130,645Expenses 2018: $4,624,922,368Net Income 2018: -$1,218,791,7232018Revenue 2019: $3,360,749,300Expenses 2019: $4,256,605,589Net Income 2019: -$895,856,2892019Revenue 2020: $3,190,629,395Expenses 2020: $4,005,592,950Net Income 2020: -$814,963,5552020Revenue 2021: $2,950,446,080Expenses 2021: $3,899,868,044Net Income 2021: -$949,421,9642021Revenue 2022: $2,904,976,190Expenses 2022: $3,543,160,104Net Income 2022: -$638,183,9142022Revenue 2023: $2,486,641,308Expenses 2023: $3,202,899,880Net Income 2023: -$716,258,5722023Revenue 2023: $2,486,641,308Expenses 2023: $3,202,899,880Net Income 2023: -$716,258,5722023Revenue 2024: $2,072,945,177Expenses 2024: $2,745,213,045Net Income 2024: -$672,267,8682024

Highlighted filing

2023

Revenue$2,486,641,308
Expenses$3,202,899,880
Net Income-$716,258,572
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Sep 25, 2024
Return Version
2023v5.1
Gross Receipts
$5,072,366,607
Mission and Program Overview

Mission

Payment of health and insurance benefits for at&t, inc. Employees, retirees and their dependents.

To fund benefit expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$460,381,233$212,401,391▼ $247,979,842
Savings and Temporary Cash Investments$427,252,356$185,138,482▼ $242,113,874
Investments in Publicly Traded Securities$32,428,708$26,701,649▼ $5,727,059
Accounts Receivable$700,169$561,260▼ $138,909
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$460,381,233$212,401,391▼ $247,979,842
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$0$0→ $0
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$460,381,233$212,401,391▼ $247,979,842
Total Liabilities and Net Assets / Fund Balance$460,381,233$212,401,391▼ $247,979,842
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Frost BankTrusteeFT$103,468$103,468

Highest Paid Contractors

ContractorServicesLocationCompensation
Alight Solutions LLCClaims Management4 OVERLOOK POINT, Lincolnshire, IL 60069-4302$45,425,450
Health Care Service CorporationClaims Management300 EAST RANDOLPH STREET, Chicago, IL 60601$33,658,024
Sedgwick Claims Management ServiceClaims Management8125 SEDGWICK WAY, Memphis, TN 38125$10,992,962
Aetna Life Insurance CompanyClaims Management151 FARMINGTON AVENUE, Hartford, CT 06156$10,021,024
United Healthcare Services INCClaims Management185 ASYLUM STREET, Hartford, CT 06103-3408$2,140,671
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,479,206,329
Investment Income
$7,434,979
Other Revenue
$0
Change in Net Assets
$-716,258,572
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$107,037,447
Salaries, Compensation, and Employee Benefits$103,468
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,095,758,965
Fees for Services Other---$85,261,731
Fees for Service Investment Mgmnt Fees---$21,775,689
Current Officers, Directors, Trustees, and Key Employees---$103,468
Other Expenses---$27
Total Functional Expenses$0$0$0$3,202,899,880
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
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, Part VI, Section B, Line 11B

“Describe process used by mgmt &/or governing body to review 990: the form 990 is prepared by an outside firm based on the information provided by at&t, inc. And is reviewed by the tax department of at&t, inc. Before filing.”

Form 990, Part VI, Section C, Line 19

“Availability of governing documents, conflict of interest policy, & financial statements to general public: this is an irc section 501(c)(9) voluntary employees' beneficiary association which covers only eligible employees of at&t, inc. There is no solicitation of contributions or involvement of the general public. The organization's governing documents and financial statements are available to members of the veba upon written request to: veba at&t, inc. 208 s. Akard street, room 1825 dallas, tx 75202”

Filing and Contact Details

Filer

Filer Name
At&t Veba Trust
EIN
43-1491162
In Care Of
% AT&T INC
Phone
2144868949
Address
208 S AKARD STREET ROOM 1825, DALLAS, TX 75202

Signing Officer

Name
Ingrid Berner
Title
Senior VP-tax
Phone
2673303000
Signed
2024-09-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ingrid Berner
Formed
1987
Legal Domicile
TX
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
PwC US Tax LLP
Address
2001 MARKET ST SUITE 1800, PHILADELPHIA, PA 19103
Preparer
Erica R Mcreynolds
Phone
2673303000
Supplemental Narrative

Additional Explanations

Form 990, Part IV, Line 32

“Inapplicability of schedule n the net asset reduction is due to normal business operations to accomplish the organization's exempt purpose.”

Form 990, Part XI, Line 9

“Transfer of benefit payments at&t corp. Mgmt non-rep ee postret trust $ 3,534,173 at&t postret life ins & other benefit trust $ 124,650,834 at&t union welfare benefit trust $ 19,967,246 bellsouth corp health care trust $ 152,700,377 bellsouth corp rfa life veba trust for rep ee $ 160,914,088 bellsouth corp rfa veba trust for non-rep ees $ 4,940,578 ------------- $ 466,707,296”

Raw XML AppendixShowing 400 of 425 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.

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IRS990/PYRevenuesLessExpensesAmt0-638183914
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INAPPLICABILITY OF SCHEDULE N THE NET ASSET REDUCTION IS DUE TO NORMAL BUSINESS OPERATIONS TO ACCOMPLISH THE ORGANIZATION'S EXEMPT PURPOSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIBE PROCESS USED BY MGMT &/OR GOVERNING BODY TO REVIEW 990: THE FORM 990 IS PREPARED BY AN OUTSIDE FIRM BASED ON THE INFORMATION PROVIDED BY AT&T, INC. AND IS REVIEWED BY THE TAX DEPARTMENT OF AT&T, INC. BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2AVAILABILITY OF GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, & FINANCIAL STATEMENTS TO GENERAL PUBLIC: THIS IS AN IRC SECTION 501(C)(9) VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHICH COVERS ONLY ELIGIBLE EMPLOYEES OF AT&T, INC. THERE IS NO SOLICITATION OF CONTRIBUTIONS OR INVOLVEMENT OF THE GENERAL PUBLIC. THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO MEMBERS OF THE VEBA UPON WRITTEN REQUEST TO: VEBA AT&T, INC. 208 S. AKARD STREET, ROOM 1825 DALLAS, TX 75202
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF BENEFIT PAYMENTS AT&T CORP. MGMT NON-REP EE POSTRET TRUST $ 3,534,173 AT&T POSTRET LIFE INS & OTHER BENEFIT TRUST $ 124,650,834 AT&T UNION WELFARE BENEFIT TRUST $ 19,967,246 BELLSOUTH CORP HEALTH CARE TRUST $ 152,700,377 BELLSOUTH CORP RFA LIFE VEBA TRUST FOR REP EE $ 160,914,088 BELLSOUTH CORP RFA VEBA TRUST FOR NON-REP EES $ 4,940,578 ------------- $ 466,707,296
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART IV, LINE 32
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TELECOMMUNICATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AT&T INC
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0208 S AKARD STREET RM 1825
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt03534173
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1124650834
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt219967246
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt3152700377
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt4160914088
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt54940578
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt4CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt5CASH VALUE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AT&T CORP MGMT NON-REP EE POSTRET TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1AT&T POSTRET LIFE INS & OTHER BENEFIT TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2AT&T UNION WELFARE BENEFIT TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3BELLSOUTH CORP HEALTH CARE TRUST
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt4BELLSOUTH CORP RFA LIFE VEBA TRUST FOR REP EE
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt5BELLSOUTH CORP RFA VEBA TRUST FOR NON-REP EES
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IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3S
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02486641308
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0212401391
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ReturnHeader/BuildTS02024-10-15 13:58:12Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SENIOR VP-TAX

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$212,401,391
Liabilities
$0
Net assets
$212,401,391
Revenue
$2,486,641,308
Expenses
$3,202,899,880
Net income
-$716,258,572
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.9$0.00$55.9$2,073$2,745$672
2023Detailed filing. Detailed filing data is available for this year.$212$0.00$212$2,487$3,203$716
2023Summary only. Only limited summary data is available for this year.$212$0.00$212$2,487$3,203$716
2022Summary only. Only limited summary data is available for this year.$460$0.00$460$2,905$3,543$638
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$484$0.00$484$2,950$3,900$949
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$455$0.00$455$3,191$4,006$815
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$404$0.00$404$3,361$4,257$896
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$517$0.00$517$3,406$4,625$1,219
2017Summary only. Only limited summary data is available for this year.$403$0.00$403$3,887$4,909$1,022
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$514$0.00$514$4,382$4,987$606
2015Summary only. Only limited summary data is available for this year.$135$0.00$135$3,953$4,889$936
2014Summary only. Only limited summary data is available for this year.$142$0.00$142$4,312$5,594$1,282
2013Summary only. Only limited summary data is available for this year.$139$0.00$139$4,105$5,606$1,500
2012Summary only. Only limited summary data is available for this year.$127$0.00$127$3,969$5,654$1,685
2011Summary only. Only limited summary data is available for this year.$202$0.00$202$5,514$5,497$17.6
2010Summary only. Only limited summary data is available for this year.$185$0.00$185$5,346$5,344$2.06