Liabilities / Assets
69th percentile
Tied with the lowest-debt nonprofits in its peer group.
Employee After-Tax Contribution Veba
EIN 61-6484358 • 501(c)9 • Clinton, IA
990-N CoverageNTEE Y43
Profile
The trust has been established to provide active and former employees with health reimbursement benefits as set forth in the related plan and to provide payment for health expenses as permitted by section 501(c)(9) of the internal revenue code.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.00x
Liabilities / Revenue
70th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
99th percentile
Higher net margin than 99% of similar nonprofits.
Top Officer Pay
88th percentile
Higher top officer pay than 88% of similar nonprofits.
Top officer pay equals 3.3% of source-year revenue.
Asset Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Balance Sheet
Assets
Up$84,594
Up $84,593 (+8459300%) from 2014
Liabilities
Flat$0
Flat from 2014
Net Assets
$84,594
No earlier filing loaded for comparison.
Revenue
Up$22,696
Up $22,696 from 2014
Expenses
Up$10
Up $10 from 2014
Net Income
Up$22,686
Up $22,686 from 2014
Trend Graphs
Filings
Most recent year
2024 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $84,594
- Liabilities
- $0
- Net assets
- $84,594
- Revenue
- $22,696
- Expenses
- $10
- Net income
- $22,686
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- Jan 1, 2024 to Dec 31, 2024
- Signed
- Sep 12, 2025
- Return Version
- 2024v5.2
- Gross Receipts
- $101,727
Mission and Program Overview
Mission
The trust has been established to provide active and former employees with health reimbursement benefits as set forth in the related plan and to provide payment for health expenses as permitted by section 501(c)(9) of the internal revenue code.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| TIAA TRUST NA | Trustee | - | $0 | $750 | $750 |
| ALTA TRUST | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Employee After-tax Contribution Veba
- EIN
- 61-6484358
- Phone
- 7162456100
- Address
- PO BOX 4391, CLINTON, IA 52733-4391
Signing Officer
- Name
- Patricia Reimann
- Title
- Trustee Representative
- Phone
- 7162456100
- Signed
- 2025-09-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Onebridge Benefits Inc
- Address
- 170 FRANKLIN ST, BUFFALO, NY 14202-2412
- Phone
- 7162456100
Supplemental Narrative
Additional Explanations
Form 990-ez, Part I, Line 4 - Other Investment Income
“Description: investment income. Amount: 5,289.”
Form 990-ez, Part I, Line 20 - Other Changes in Net Assets
“Description: unrealized gain/loss on investment. Amount: -2,343.”
Form 990-ez, Part IV
“The contributing employer has appointed alta trust, a trust company organized under the laws of south dakota, as the successor trustee to the trust, concurrently with the removal of tiaa trust as trustee as of december 17, 2024. Simultaneously, onebridge benefits, inc. Was appointed as the successor recordkeeper.”
Form 990-ez, Part I, Amended Return Explanation
“The organization originally filed a timely form 990-n for the tax year ending december 31, 2024. After further review, it was determined that the trust does not qualify to file form 990-n, as its gross receipts exceeded the $50,000 threshold for the applicable tax year. Accordingly, this amended form 990 is being submitted to accurately report the organization's financial activity in compliance with irs filing requirements.”
Raw XML Appendix108 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/ActivitiesNotPreviouslyRptInd | 0 | 0 |
| IRS990EZ/AmendedReturnInd | 0 | X |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | ONEBRIDGE BENEFITS INC |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 7162456100 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 170 FRANKLIN STREET SUITE 700 |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | BUFFALO |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14202 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 64251 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 84594 |
| IRS990EZ/ChgMadeToOrgnzngDocNotRptInd | 0 | 0 |
| IRS990EZ/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990EZ/CostOrOtherBasisExpenseSaleAmt | 0 | 79031 |
| IRS990EZ/DirectIndirectPltclExpendAmt | 0 | 0 |
| IRS990EZ/DonorAdvisedFndsInd | 0 | 0 |
| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | 22686 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 10 |
| IRS990EZ/ForeignFinancialAccountInd | 0 | 0 |
| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 64251 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 84594 |
| IRS990EZ/GainOrLossFromSaleOfAssetsAmt | 0 | 6182 |
| IRS990EZ/GrossReceiptsAmt | 0 | 101727 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIVInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 5289 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 64251 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 84594 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 64251 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 84594 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 0.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 750 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | TIAA TRUST NA |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | ALTA TRUST |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | TRUSTEE |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | TRUSTEE |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 0 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | -2343 |
| IRS990EZ/OtherEmployeePaidOver100kCnt | 0 | 0 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE. |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 11225 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/SaleOfAssetsGrossAmt | 0 | 85213 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 10 |
| IRS990EZ/TotalRevenueAmt | 0 | 22696 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | DESCRIPTION: INVESTMENT INCOME. AMOUNT: 5,289. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | DESCRIPTION: UNREALIZED GAIN/LOSS ON INVESTMENT. AMOUNT: -2,343. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE CONTRIBUTING EMPLOYER HAS APPOINTED ALTA TRUST, A TRUST COMPANY ORGANIZED UNDER THE LAWS OF SOUTH DAKOTA, AS THE SUCCESSOR TRUSTEE TO THE TRUST, CONCURRENTLY WITH THE REMOVAL OF TIAA TRUST AS TRUSTEE AS OF DECEMBER 17, 2024. SIMULTANEOUSLY, ONEBRIDGE BENEFITS, INC. WAS APPOINTED AS THE SUCCESSOR RECORDKEEPER. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THE ORGANIZATION ORIGINALLY FILED A TIMELY FORM 990-N FOR THE TAX YEAR ENDING DECEMBER 31, 2024. AFTER FURTHER REVIEW, IT WAS DETERMINED THAT THE TRUST DOES NOT QUALIFY TO FILE FORM 990-N, AS ITS GROSS RECEIPTS EXCEEDED THE $50,000 THRESHOLD FOR THE APPLICABLE TAX YEAR. ACCORDINGLY, THIS AMENDED FORM 990 IS BEING SUBMITTED TO ACCURATELY REPORT THE ORGANIZATION'S FINANCIAL ACTIVITY IN COMPLIANCE WITH IRS FILING REQUIREMENTS. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990-EZ, PART I, LINE 20 - OTHER CHANGES IN NET ASSETS |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990-EZ, PART IV |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990-EZ, PART I, AMENDED RETURN EXPLANATION |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT. |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | PATRICIA REIMANN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE REPRESENTATIVE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7162456100 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-09-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | EMPLOYEE AFTER-TAX CONTRIBUTION VEBA |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | TRUST FOR COLGATE UNIVERSITY |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | EMPL |
| ReturnHeader/Filer/EIN | 0 | 616484358 |
| ReturnHeader/Filer/PhoneNum | 0 | 7162456100 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | PO BOX 4391 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CLINTON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | IA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 527334391 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 873803779 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | ONEBRIDGE BENEFITS INC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 170 FRANKLIN ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | BUFFALO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 142022412 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 7162456100 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-09-12 |
| ReturnHeader/ReturnTs | 0 | 2025-09-15T12:36:56-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2024-12-31 |
| ReturnHeader/TaxYr | 0 | 2024 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
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