Civic Intelligence

Wachovia Corporation Long Term Disability Plan Trust

EIN 58-1364862 • 501(c)9 • Des Moines, IA

Profile

Voluntary Employees Beneficiary Association providing disability benefits.

PO Box 10370 STEDes Moines, IA 50306-0370
Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2024

Liabilities / Revenue

80th percentile

0.00x

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

501(c)9 • <$500k nonprofits • Source year 2024

Net Margin

15th percentile

-3666%

Higher net margin than 15% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2024

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

501(c)9 • <$500k nonprofits • Source year 2024

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

45th percentile

-44%

Faster revenue growth than 45% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $4,910,175 (-100%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$0

Down $4,910,175 (-100%) from 2023

Operations
Liabilities / Revenue80th percentileNet Margin15th percentile

Revenue

Down

$133,933

Down $106,236 (-44%) from 2023

Expenses

Up

$5,044,108

Up $1,599,770 (+46%) from 2023

Net Income

Down

-$4,910,175

Down $1,706,006 (-53%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth46th percentile

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

$100M$50M$0Assets 2010: $87,470,643Liabilities 2010: $587,799Net Assets 2010: $86,882,8442010Assets 2011: $74,827,272Liabilities 2011: $0Net Assets 2011: $74,827,2722011Assets 2012: $64,440,905Liabilities 2012: $0Net Assets 2012: $64,440,9052012Assets 2013: $55,073,330Liabilities 2013: $0Net Assets 2013: $55,073,3302013Assets 2014: $46,712,929Liabilities 2014: $0Net Assets 2014: $46,712,9292014Assets 2015: $39,100,240Liabilities 2015: $0Net Assets 2015: $39,100,2402015Assets 2016: $32,403,249Liabilities 2016: $0Net Assets 2016: $32,403,2492016Assets 2017: $26,155,372Liabilities 2017: $0Net Assets 2017: $26,155,3722017Assets 2018: $20,358,342Liabilities 2018: $0Net Assets 2018: $20,358,3422018Assets 2019: $15,402,743Liabilities 2019: $2,500Net Assets 2019: $15,400,2432019Assets 2020: $10,713,710Liabilities 2020: $0Net Assets 2020: $10,713,7102020Assets 2021: $6,365,189Liabilities 2021: $0Net Assets 2021: $6,365,1892021Assets 2022: $8,114,344Liabilities 2022: $0Net Assets 2022: $8,114,3442022Assets 2023: $4,910,175Liabilities 2023: $0Net Assets 2023: $4,910,1752023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2024

Assets$0
Liabilities$0
Net Assets$0
Open 2024 Filing

Operations Trend

Revenue Growth45th percentile

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

$20M$10M$0-$10MExpenses 2010: $14,892,3462010Expenses 2011: $13,038,7952011Expenses 2012: $10,917,6162012Revenue 2013: $450,579Expenses 2013: $9,710,453Net Income 2013: -$9,259,8742013Revenue 2014: $768,372Expenses 2014: $8,685,161Net Income 2014: -$7,916,7892014Revenue 2015: $316,025Expenses 2015: $7,935,115Net Income 2015: -$7,619,0902015Revenue 2016: $177,173Expenses 2016: $7,109,251Net Income 2016: -$6,932,0782016Revenue 2017: $309,918Expenses 2017: $6,626,978Net Income 2017: -$6,317,0602017Revenue 2018: $351,109Expenses 2018: $6,199,172Net Income 2018: -$5,848,0632018Revenue 2019: $336,707Expenses 2019: $5,474,911Net Income 2019: -$5,138,2042019Revenue 2020: $170,509Expenses 2020: $4,923,450Net Income 2020: -$4,752,9412020Revenue 2021: $26,097Expenses 2021: $4,369,305Net Income 2021: -$4,343,2082021Revenue 2022: $5,541,993Expenses 2022: $3,792,838Net Income 2022: $1,749,1552022Revenue 2023: $240,169Expenses 2023: $3,444,338Net Income 2023: -$3,204,1692023Revenue 2024: $133,933Expenses 2024: $5,044,108Net Income 2024: -$4,910,1752024

Highlighted filing

2024

Revenue$133,933
Expenses$5,044,108
Net Income-$4,910,175
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$133,933
Expenses
$5,044,108
Net income
-$4,910,175
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$0.13$5.04$4.91
2023Summary only. Only limited summary data is available for this year.$4.91$0.00$4.91$0.24$3.44$3.20
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.11$0.00$8.11$5.54$3.79$1.75
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.37$0.00$6.37$0.03$4.37$4.34
2020Summary only. Only limited summary data is available for this year.$10.7$0.00$10.7$0.17$4.92$4.75
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$0.00$15.4$0.34$5.47$5.14
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.4$0.00$20.4$0.35$6.20$5.85
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.2$0.00$26.2$0.31$6.63$6.32
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.4$0.00$32.4$0.18$7.11$6.93
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.1$0.00$39.1$0.32$7.94$7.62
2014Detailed filing. Detailed filing data is available for this year.$46.7$0.00$46.7$0.77$8.69$7.92
2013Detailed filing. Detailed filing data is available for this year.$55.1$0.00$55.1$0.45$9.71$9.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$64.4$0.00$64.4$10.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$74.8$0.00$74.8$13.0
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$87.5$0.59$86.9$14.9
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 4, 2025
Return Version
2024v5.2
Gross Receipts
$133,933
Mission and Program Overview

Mission

Voluntary Employees Beneficiary Association providing disability benefits.

Voluntary Employees Beneficiary Association to provide disability benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$4,910,175--
Savings and Temporary Cash Investments$4,216,468--
Accounts Receivable$74,632--
Total Assets$4,910,175$0▼ $4,910,175
Other Assets Total$619,075--
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,910,175$0▼ $4,910,175
Total Liabilities and Net Assets / Fund Balance$4,910,175$0▼ $4,910,175
Compensation and Service Providers
Top Officer Pay75th percentile

Board Members and Trustees

NameTitle
-Institutional Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$131,135
Other Revenue
$2,798
Change in Net Assets
$-4,910,175

Audited Revenue Reconciliation

Revenue per Audited Statements
$133,933
Total Revenue per Audited Statements
$133,933
Total Revenue per Form 990
$133,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,562,889
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$3,481,219--$3,481,219
Insurance$1,560,139--$1,560,139
Other Expenses$2,750--$2,750
Total Functional Expenses$5,044,108$0$0$5,044,108

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,044,108
Expenses per Audited Statements$3,103,418
Total Expenses per Audited Statements$3,103,418
Expenses Not Reported on Financial Statements$1,940,690
Other Expense Adjustments$1,940,690
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Federal income taxes-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
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
Yes
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

“No documentation was requested nor were any documents made available to the public other than the disclosure of Form 990”

Form 990, Part VI, Section B, Line 12C

“The organization has a diligence risk and compliance team for each business who continually update policies and procedures to insure compliance standards are met”

Form 990, Part VI, Section C, Line 19

“The organization, a veba trust, will provide a copy of the Form 990 to the public upon request. The Form 5500 and audited financial statements of the underlying plans those employee benefit plans whose assets were held in a trust are provided to the plan participants upon request.”

Filing and Contact Details

Filer

Filer Name
Wachovia Corporation Long Term Disability Plan Trust
EIN
58-1364862
Address
PO Box 10370 STE, Des Moines, IA 50306-0370

Signing Officer

Name
Jeff Roy
Title
Assistant Consulting Director
Signed
2025-09-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Roy
Formed
1988
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Jeffrey S Polinchock CPA
Address
PO Box 271007, Golden Valley, MN 55427
Preparer
Jeffrey S Polinchock
Phone
7632083857
Supplemental Narrative

Financial Statement Notes

XII 4C

“other accrued expenses and prepaid insurance”

Raw XML Appendix277 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/GoverningBodyVotingMembersCnt01
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0133933
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
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IRS990/InterestGrp/TotalAmt00
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IRS990/IRPDocumentCnt00
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IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
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IRS990/PartialLiquidationInd0false
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessNameControlTxt0WACH
ReturnHeader/Filer/EIN0581364862
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO Box 10370 STE
ReturnHeader/Filer/USAddress/CityNm0Des Moines
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd0503060370
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201154078
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jeffrey S Polinchock CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO Box 271007
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Golden Valley
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055427
ReturnHeader/PreparerPersonGrp/PhoneNum07632083857
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jeffrey S Polinchock
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-09-04T10:45:39-00:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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