Civic Intelligence

Employee Contribution Veba Trust Whitworth

990EZ • Fiscal year 2014 • EIN 45-4667994

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

Organization Profilewww.whitworth.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

90th percentile

44%

Higher net margin than 90% 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 1.4% of source-year revenue.

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

Asset Growth

99th percentile

361%

Faster asset growth than 99% of similar nonprofits.

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

Revenue Growth

94th percentile

101%

Faster revenue growth than 94% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets61st percentile

Assets

Up

$28,941

Up $22,668 (+361%) from 2013

Net Assets

Up

$28,941

Up $22,668 (+361%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin90th percentile

Revenue

Up

$53,907

Up $27,082 (+101%) from 2013

Expenses

Up

$30,076

Up $6,279 (+26%) from 2013

Net Income

Up

$23,831

Up $20,803 (+687%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth99th percentile

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

$80K$60K$40K$20K$0Assets 2013: $6,273Liabilities 2013: $0Net Assets 2013: $6,2732013Assets 2014: $28,941Liabilities 2014: $0Net Assets 2014: $28,9412014Assets 2015: $32,093Liabilities 2015: $0Net Assets 2015: $32,0932015Assets 2016: $36,286Liabilities 2016: $0Net Assets 2016: $36,2862016Assets 2017: $47,024Liabilities 2017: $0Net Assets 2017: $47,0242017Assets 2018: $46,737Liabilities 2018: $0Net Assets 2018: $46,7372018Assets 2019: $57,793Liabilities 2019: $0Net Assets 2019: $57,7932019Assets 2021: $76,309Liabilities 2021: $0Net Assets 2021: $76,3092021Assets 2022: $64,486Liabilities 2022: $0Net Assets 2022: $64,4862022Assets 2024: $74,399Liabilities 2024: $0Net Assets 2024: $74,3992024

Highlighted filing

2014

Assets$28,941
Liabilities$0
Net Assets$28,941
Open 2014 Filing

Operations Trend

Revenue Growth94th percentile

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

$60K$40K$20K$0Revenue 2013: $26,825Expenses 2013: $23,797Net Income 2013: $3,0282013Revenue 2014: $53,907Expenses 2014: $30,076Net Income 2014: $23,8312014Revenue 2015: $36,744Expenses 2015: $31,650Net Income 2015: $5,0942015Revenue 2016: $31,535Expenses 2016: $27,850Net Income 2016: $3,6852016Revenue 2017: $34,342Expenses 2017: $28,166Net Income 2017: $6,1762017Revenue 2018: $30,686Expenses 2018: $24,904Net Income 2018: $5,7822018Revenue 2019: $22,123Expenses 2019: $21,605Net Income 2019: $5182019Revenue 2021: $33,867Expenses 2021: $17,781Net Income 2021: $16,0862021Revenue 2022: $19,269Expenses 2022: $18,296Net Income 2022: $9732022Revenue 2024: $26,145Expenses 2024: $18,314Net Income 2024: $7,8312024

Highlighted filing

2014

Revenue$53,907
Expenses$30,076
Net Income$23,831
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
$84,408
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
Employee Contribution Veba Trust Whitworth
EIN
45-4667994
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 beginniing 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/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BenefitsPaidToOrForMembersAmt029242
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/BOYAmt06273
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt028941
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt030501
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt023831
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0834
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt06273
IRS990EZ/Form990TotalAssetsGrp/EOYAmt028941
IRS990EZ/GainOrLossFromSaleOfAssetsAmt044
IRS990EZ/GrossReceiptsAmt084408
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt01622
IRS990EZ/LandAndBuildingsGrp/EOYAmt00
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt06273
IRS990EZ/NetAssetsOrFundBalancesEOYAmt028941
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt06273
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt028941
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/OtherChangesInNetAssetsAmt0-1163
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/ProgramServiceRevenueAmt052241
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SaleOfAssetsGrossAmt030545
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
IRS990EZ/TaxImposedUnderIRC4955Amt00
IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt030076
IRS990EZ/TotalRevenueAmt053907
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/WebsiteAddressTxt0http://www.whitworth.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Update beginniing 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/BusinessNameLine1Txt0EMPLOYEE CONTRIBUTION VEBA TRUST WHITWORTH
ReturnHeader/Filer/BusinessNameControlTxt0WHIT
ReturnHeader/Filer/EIN0454667994
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
$28,941
Liabilities
$0
Net assets
$28,941
Revenue
$53,907
Expenses
$30,076
Net income
$23,831
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$74.4$0.00$74.4$26.1$18.3$7.83
2022Detailed filing. Detailed filing data is available for this year.$64.5$0.00$64.5$19.3$18.3$0.97
2021Detailed filing. Detailed filing data is available for this year.$76.3$0.00$76.3$33.9$17.8$16.1
2019Detailed filing. Detailed filing data is available for this year.$57.8$0.00$57.8$22.1$21.6$0.52
2018Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$30.7$24.9$5.78
2017Detailed filing. Detailed filing data is available for this year.$47.0$0.00$47.0$34.3$28.2$6.18
2016Detailed filing. Detailed filing data is available for this year.$36.3$0.00$36.3$31.5$27.9$3.69
2015Detailed filing. Detailed filing data is available for this year.$32.1$0.00$32.1$36.7$31.7$5.09
2014Detailed filing. Detailed filing data is available for this year.$28.9$0.00$28.9$53.9$30.1$23.8
2013Detailed filing. Detailed filing data is available for this year.$6.27$0.00$6.27$26.8$23.8$3.03