Civic Intelligence

AT&T Union Welfare Benefit Trust

EIN 74-2697492 • 501(c)9 • Dallas, TX

View Organization Page

Profile

Payment of health and insurance benefit expenses for at&t's retirees and their dependents.

208 S Akard Street Room 1825Dallas, TX 75202

n/A

Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

Higher debt load relative to assets than 27% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2024

Net Margin

100th percentile

101%

Higher net margin than 100% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

61st percentile

8.3%

Faster asset growth than 61% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets27th percentile

Assets

Up

$16,141,383

Up $1,234,657 (+8.3%) from 2023

Liabilities

Up

$128

Up $50 (+64%) from 2023

Net Assets

Up

$16,141,255

Up $1,234,607 (+8.3%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$15,777,649

Down $23,979,247 (-292%) from 2023

Expenses

Down

$190,091

Down $219,163 (-54%) from 2023

Net Income

Down

-$15,967,740

Down $23,760,084 (-305%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth61st percentile

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

$8.0B$6.0B$4.0B$2.0B$0Assets 2010: $7,722,348,608Liabilities 2010: $468,675,666Net Assets 2010: $7,253,672,9422010Assets 2011: $7,717,412,957Liabilities 2011: $277,727,453Net Assets 2011: $7,439,685,5042011Assets 2012: $7,010,453,058Liabilities 2012: $193,202,030Net Assets 2012: $6,817,251,0282012Assets 2013: $6,420,939,776Liabilities 2013: $173,941,673Net Assets 2013: $6,246,998,1032013Assets 2014: $5,463,479,761Liabilities 2014: $217,375,184Net Assets 2014: $5,246,104,5772014Assets 2015: $4,508,176,604Liabilities 2015: $140,846,825Net Assets 2015: $4,367,329,7792015Assets 2016: $3,737,155,820Liabilities 2016: $113,060,643Net Assets 2016: $3,624,095,1772016Assets 2017: $3,062,422,804Liabilities 2017: $116,678,731Net Assets 2017: $2,945,744,0732017Assets 2018: $2,140,147,211Liabilities 2018: $80,963,545Net Assets 2018: $2,059,183,6662018Assets 2019: $1,545,940,123Liabilities 2019: $49,128,204Net Assets 2019: $1,496,811,9192019Assets 2020: $924,445,545Liabilities 2020: $50,399,004Net Assets 2020: $874,046,5412020Assets 2021: $319,274,080Liabilities 2021: $67Net Assets 2021: $319,274,0132021Assets 2022: $18,835,421Liabilities 2022: $126Net Assets 2022: $18,835,2952022Assets 2023: $14,906,726Liabilities 2023: $78Net Assets 2023: $14,906,6482023Assets 2024: $16,141,383Liabilities 2024: $128Net Assets 2024: $16,141,2552024

Highlighted filing

2024

Assets$16,141,383
Liabilities$128
Net Assets$16,141,255
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$800M$600M$400M$200M$0-$200MRevenue 2010: $688,152,209Expenses 2010: $32,659,922Net Income 2010: $655,492,2872010Revenue 2011: $58,887,923Expenses 2011: $30,718,928Net Income 2011: $28,168,9952011Revenue 2012: $499,506,656Expenses 2012: $13,559,103Net Income 2012: $485,947,5532012Revenue 2013: $758,868,764Expenses 2013: $17,396,568Net Income 2013: $741,472,1962013Revenue 2014: $148,324,514Expenses 2014: $14,435,186Net Income 2014: $133,889,3282014Revenue 2015: $528,634,011Expenses 2015: $12,382,684Net Income 2015: $516,251,3272015Revenue 2016: $103,598,369Expenses 2016: $7,332,867Net Income 2016: $96,265,5022016Revenue 2017: $308,759,930Expenses 2017: $5,705,542Net Income 2017: $303,054,3882017Revenue 2018: $355,287,640Expenses 2018: $5,724,501Net Income 2018: $349,563,1392018Revenue 2019: $81,325,378Expenses 2019: $3,587,535Net Income 2019: $77,737,8432019Revenue 2020: $93,597,857Expenses 2020: $9,702,379Net Income 2020: $83,895,4782020Revenue 2021: $31,868,332Expenses 2021: $2,686,337Net Income 2021: $29,181,9952021Revenue 2022: -$4,875,322Expenses 2022: $1,021,260Net Income 2022: -$5,896,5822022Revenue 2023: $8,201,598Expenses 2023: $409,254Net Income 2023: $7,792,3442023Revenue 2024: -$15,777,649Expenses 2024: $190,091Net Income 2024: -$15,967,7402024

Highlighted filing

2024

Revenue-$15,777,649
Expenses$190,091
Net Income-$15,967,740
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
$16,141,383
Liabilities
$128
Net assets
$16,141,255
Revenue
-$15,777,649
Expenses
$190,091
Net income
-$15,967,740
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.00$16.1$15.8$0.19$16.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.9$0.00$14.9$8.20$0.41$7.79
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.8$0.00$18.8$4.88$1.02$5.90
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$319$0.00$319$31.9$2.69$29.2
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$924$50.4$874$93.6$9.70$83.9
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1,546$49.1$1,497$81.3$3.59$77.7
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2,140$81.0$2,059$355$5.72$350
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3,062$117$2,946$309$5.71$303
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$3,737$113$3,624$104$7.33$96.3
2015Summary only. Only limited summary data is available for this year.$4,508$141$4,367$529$12.4$516
2014Summary only. Only limited summary data is available for this year.$5,463$217$5,246$148$14.4$134
2013Summary only. Only limited summary data is available for this year.$6,421$174$6,247$759$17.4$741
2012Summary only. Only limited summary data is available for this year.$7,010$193$6,817$500$13.6$486
2011Summary only. Only limited summary data is available for this year.$7,717$278$7,440$58.9$30.7$28.2
2010Summary only. Only limited summary data is available for this year.$7,722$469$7,254$688$32.7$655
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$360,693
Mission and Program Overview

Mission

Payment of health and insurance benefit expenses for at&t's retirees and their dependents.

To fund benefit expenses.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$14,906,648$16,141,255▲ $1,234,607
Investments Other Securities$10,825,777$9,955,509▼ $870,268
Investments in Publicly Traded Securities$3,708,397$6,110,930▲ $2,402,533
Savings and Temporary Cash Investments$85,371$35,296▼ $50,075
Accounts Receivable$31,680$24,160▼ $7,520
Cash and Non-Interest-Bearing Accounts$255,501$15,488▼ $240,013
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 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$14,906,726$16,141,383▲ $1,234,657
Other Assets Total$0$0→ $0
Liabilities
Accounts Payable and Accrued Expenses$78$128▲ $50
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$78$128▲ $50
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,906,648$16,141,255▲ $1,234,607
Total Liabilities and Net Assets / Fund Balance$14,906,726$16,141,383▲ $1,234,657

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$9,955,509--
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseTotal
Bny MellonTrusteeFT$95,198$95,198
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-15,882,851
Other Revenue
$105,202
Change in Net Assets
$-15,967,740
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$95,198
Other Expenses$94,893
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees---$95,198
Fees for Service Investment Mgmnt Fees---$41,801
Fees for Services Other$0$0$0$26,286
Other Expenses---$7,360
Fees for Services Accounting---$3,573
Total Functional Expenses$0$0$0$190,091
International Activity

International Summary

Offices
0
Employees
0
Spending
$17,900,074

International Compliance

Activity in boycott countries
No
Foreign corporation ownership
Yes
Foreign partnership interest
Yes
Interest in foreign trust
No
Passive foreign investment company interest
Yes
Transfers to foreign corporations
Yes

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (Including Iceland and Greenland)Investments-00$12,541,077
Central America and the CaribbeanInvestments-00$4,973,191
East Asia and the PacificInvestments-00$287,615
South AmericaInvestments-00$97,949
North AmericaInvestments-00$260
Sub-Saharan AfricaInvestments-00$-18
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 retirees 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 Union Welfare Benefit Trust
EIN
74-2697492
In Care Of
% AT&T INC
Phone
2144868949
Address
208 S AKARD STREET ROOM 1825, DALLAS, TX 75202

Signing Officer

Name
Ingrid Berner
Title
Sr. VP-tax
Phone
2673303000
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ingrid Berner
Formed
1993
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 Partner
Phone
2673303000
Supplemental Narrative

Additional Explanations

Form 990, Part V, Line 4B - Foreign Countries (continued)

“Cyprus czech republic egypt estonia finland france french southern and antarctic lands germany greece hong kong hungary indonesia ireland israel italy japan kosovo latvia lithuania luxembourg malaysia malta mexico monaco morocco netherlands new zealand norway philippines poland portugal montenegro russian federation saint barthelemy san marino singapore slovakia slovenia south africa south korea spain saint martin st. Pierre and miquelon sweden switzerland thailand turkey united kingdom”

Form 990, Part IX, Line 11G

“Other fees - consulting expense $26,286”

Form 990 Part IX Line 11G

“Description:consulting expense total fees:26286”

Raw XML AppendixShowing 400 of 435 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/AccountsPayableAccrExpnssGrp/BOYAmt078
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0128
IRS990/AccountsReceivableGrp/BOYAmt031680
IRS990/AccountsReceivableGrp/EOYAmt024160
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO FUND BENEFIT EXPENSES.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0ATT INC
IRS990/BooksInCareOfDetail/PhoneNum02144868949
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0208 S AKARD STREET ROOM 1825
IRS990/BooksInCareOfDetail/USAddress/CityNm0DALLAS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt014906648
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt016141255
IRS990/CashNonInterestBearingGrp/BOYAmt0255501
IRS990/CashNonInterestBearingGrp/EOYAmt015488
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt095198
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-15882851
IRS990/CYOtherExpensesAmt094893
IRS990/CYOtherRevenueAmt0105202
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-15967740
IRS990/CYSalariesCompEmpBnftPaidAmt095198
IRS990/CYTotalExpensesAmt0190091
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-15777649
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0PAYMENT OF HEALTH AND INSURANCE BENEFIT EXPENSES FOR AT&T'S RETIREES AND THEIR DEPENDENTS, AS PERMITTED UNDER IRC 501(C)(9).
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt03573
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/FundraisingAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt026286
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt041801
IRS990/ForeignActivitiesInd0true
IRS990/ForeignCountryCd0AN
IRS990/ForeignCountryCd1AR
IRS990/ForeignCountryCd2AS
IRS990/ForeignCountryCd3AU
IRS990/ForeignCountryCd4BE
IRS990/ForeignCountryCd5BD
IRS990/ForeignCountryCd6BR
IRS990/ForeignCountryCd7CA
IRS990/ForeignCountryCd8CH
IRS990/ForeignCountryCd9CO
IRS990/ForeignFinancialAccountInd0true
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.0
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/PersonNm0BNY MELLON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt095198
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0true
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
IRS990/GainOrLossGrp/SecuritiesAmt0-16138342
IRS990/GamingActivitiesInd0false
IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt00
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0360693
IRS990/GrossSalesOfInventoryAmt00
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0255491
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0255491
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt010825777
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt09955509
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt03708397
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06110930
IRS990/IRPDocumentCnt04
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipBasisNetGrp/BOYAmt00
IRS990/LandBldgEquipBasisNetGrp/EOYAmt00
IRS990/LegalDomicileStateCd0TX
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt016138342
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0PAYMENT OF HEALTH AND INSURANCE BENEFIT EXPENSES FOR AT&T'S RETIREES AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt014906648
IRS990/NetAssetsOrFundBalancesEOYAmt016141255
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-16138342
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-16138342
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt017202347
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt00
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE EXPENSE
IRS990/OtherExpensesGrp/Desc1CONTRACTED 3RD PARTY ADMIN.
IRS990/OtherExpensesGrp/TotalAmt015873
IRS990/OtherExpensesGrp/TotalAmt17360
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900001
IRS990/OtherRevenueMiscGrp/BusinessCd2901101
IRS990/OtherRevenueMiscGrp/Desc0OTHER INVESTMENT INCOME
IRS990/OtherRevenueMiscGrp/Desc1CLASS ACTION PROCEEDS
IRS990/OtherRevenueMiscGrp/Desc2UBTI STATE TAX REFUND
IRS990/OtherRevenueMiscGrp/ExclusionAmt04057
IRS990/OtherRevenueMiscGrp/ExclusionAmt186364
IRS990/OtherRevenueMiscGrp/ExclusionAmt214740
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt04057
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt186364
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt214740
IRS990/OtherRevenueTotalAmt0105161
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0INGRID BERNER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-8891765
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt0321881
IRS990/PYOtherRevenueAmt017093363
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt07792344
IRS990/PYSalariesCompEmpBnftPaidAmt087373
IRS990/PYTotalExpensesAmt0409254
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08201598
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-15967740
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt00
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/ExclusionAmt041
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt041
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt085371
IRS990/SavingsAndTempCashInvstGrp/EOYAmt035296
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt09955509
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PARTNERSHIP JOINT VENTURE INT
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueSecuritiesAmt09955509
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt10
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt20
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt30
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt40
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt50
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt012541077
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt14973191
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt2287615
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt397949
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt4260
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt5-18
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0Europe (Including Iceland and Greenland)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt1Central America and the Caribbean
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt2East Asia and the Pacific
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt3South America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt4North America
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt5Sub-Saharan Africa
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt1Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt2Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt3Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt4Investments
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt5Investments
IRS990ScheduleF/BoycottCountriesInd0false
IRS990ScheduleF/ForeignCorpOwnershipInd0true
IRS990ScheduleF/ForeignPartnershipInd0true
IRS990ScheduleF/InterestInForeignTrustInd0false
IRS990ScheduleF/PassiveForeignInvestmestCoInd0true
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt017900074
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt017900074
IRS990ScheduleF/TransferToForeignCorpInd0true
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CYPRUS CZECH REPUBLIC EGYPT ESTONIA FINLAND FRANCE FRENCH SOUTHERN AND ANTARCTIC LANDS GERMANY GREECE HONG KONG HUNGARY INDONESIA IRELAND ISRAEL ITALY JAPAN KOSOVO LATVIA LITHUANIA LUXEMBOURG MALAYSIA MALTA MEXICO MONACO MOROCCO NETHERLANDS NEW ZEALAND NORWAY PHILIPPINES POLAND PORTUGAL MONTENEGRO RUSSIAN FEDERATION SAINT BARTHELEMY SAN MARINO SINGAPORE SLOVAKIA SLOVENIA SOUTH AFRICA SOUTH KOREA SPAIN SAINT MARTIN ST. PIERRE AND MIQUELON SWEDEN SWITZERLAND THAILAND TURKEY UNITED KINGDOM
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 RETIREES 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/ExplanationTxt3OTHER FEES - CONSULTING EXPENSE $26,286
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DESCRIPTION:CONSULTING EXPENSE TOTAL FEES:26286
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART V, LINE 4B - FOREIGN COUNTRIES (CONTINUED)
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 IX, LINE 11G
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990 PART IX LINE 11G
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0431301883
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0TELECOMMUNICA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0AT&T INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfEOYAssetsAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ShareOfTotalIncomeAmt00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0208 S AKARD STREET RM 1825
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0DALLAS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd075202
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0true
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondLiabilitiesGrp/BOYAmt00
IRS990/TaxExemptBondLiabilitiesGrp/EOYAmt00
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt014906726
IRS990/TotalAssetsEOYAmt016141383
IRS990/TotalAssetsGrp/BOYAmt014906726
IRS990/TotalAssetsGrp/EOYAmt016141383
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0190091
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt078
IRS990/TotalLiabilitiesEOYAmt0128
IRS990/TotalLiabilitiesGrp/BOYAmt078
IRS990/TotalLiabilitiesGrp/EOYAmt0128
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt014906648
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt016141255
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt00
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalReportableCompFromOrgAmt095198
IRS990/TotalRevenueGrp/ExclusionAmt0-15777649
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-15777649
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt014906726
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt016141383
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0true
IRS990/UnsecuredNotesLoansPayableGrp/BOYAmt00
IRS990/UnsecuredNotesLoansPayableGrp/EOYAmt00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0208 S AKARD STREET ROOM 1825
IRS990/USAddress/CityNm0DALLAS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)9 • $10M-$25M nonprofits