Whittier College Employee Veba Trust in Charlotte, North Carolina (NC)
Table of contents:
| Whittier College Employee Veba Trust | |
| Employer Identification Number (EIN) | 047026323 |
| Name of Organization | Whittier College Employee Veba Trust |
| Address | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 |
| Subsection | Voluntary Employees' Beneficiary Association (Non-Govt. Emps.) |
| Ruling Date | 03/2010 |
| Deductibility | Contributions are not deductible |
| Foundation | All organizations except 501(c)(3) |
| Organization | Trust |
| Exempt Organization Status | Unconditional Exemption |
| Tax Period | 12/2013 |
| Assets | $25,000 to $99,999 |
| Income | $25,000 to $99,999 |
| Filing Requirement | 990 (all other) or 990EZ return |
| Asset Amount | $91,413 |
| Amount of Income | $50,465 |
| Form 990 Revenue Amount | $33,303 |
| National Taxonomy of Exempt Entities (NTEE) | Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government) |
Non-representatives - add comments:
Amount of income in 2013: $50,465 (it was $47,039 in 2012)
| This organization: | $50,465 |
| Other organizations performing similar types of work: | $1,245,981 |
Assets in 2013: $91,413 (it was $69,129 in 2012)
| This organization: | $91,413 |
| Other organizations performing similar types of work: | $1,083,450 |
Expenses in 2013: $16,207
| This organization: | $16,207 |
| Other organizations performing similar types of work: | $729,445 |
Income to expenses ratio in 2013: 3.1
| Whittier College Employee Veba Trust: | 3.1 |
| Other organizations performing similar types of work: | 1.1 |
Revenue for 2013
| Revenue, Expenses, and Changes in Net Assets or Fund Balances | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total revenue | $39,060 | $24,812 | $33,303 |
| Contributions, gifts, grants, and similar amounts received | $0 | $0 | $0 |
| Program service revenue including government fees and contracts | $36,277 | $22,491 | $29,234 |
| Membership dues and assessments | $0 | $0 | $0 |
| Investment income | $1,612 | $2,281 | $3,992 |
| Gain/Loss from sale of assets other than inventory | $1,171 | $0 | $77 |
| Gross amount from sale of assets other than inventory | $75,688 | $22,267 | $17,239 |
| Less: cost or other basis and sales expenses | $74,517 | $22,227 | $17,162 |
| Net income/loss from gaming and fundraising events | $0 | $0 | $0 |
| Gross profit/loss from sales of inventory | $0 | $0 | $0 |
| Other revenue | $0 | $0 | $0 |
| Total expenses | $23,697 | $22,268 | $16,207 |
| Total net assets | $62,108 | $69,129 | $91,413 |
| Excess/Deficit for the year | $15,363 | $2,544 | $17,096 |
| Net assets or fund balances at beginning of year | $51,797 | $62,108 | $69,129 |
| Other changes in net assets or fund balances | $-5,052 | $4,477 | $5,188 |
| Net assets or fund balances at end of year | $69,129 | $91,413 | |
| Balance Sheets | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Total assets | $62,108 | $69,129 | $91,413 |
| Total liabilities | $0 | $0 | $0 |
| Net assets or fund balances | $62,108 | $69,129 | $91,413 |
| Other Information | |||
| 2011 | 2012 | 2013 | |
|---|---|---|---|
| Did the organization engage in any significant activity not previously reported to the IRS? | No | No | |
| Were any significant changes made to the organizing or governing documents? | Yes | No | |
| Did the organization have unrelated business gross income of $1,000 or more during the year from business activities | No | No | No |
| Has the organization filed a Form 990-T for the year? | No | No | |
| Did the organization undergo a liquidation, dissolution, termination, or significant disposition of net assets during the year? | No | No | |
| Amount of political expenditures, direct or indirect | $0 | $0 | |
| Did the organization file Form 1120-POL for this year? | No | No | |
| Did the organization borrow from, or make any loans to, any officer, director, trustee, or key employee or were any such loans made in a prior year and still outstanding at the end of the tax year covered by this return? | No | No | |
| Total amount involved | $0 | $0 | |
| Initiation fees and capital contributions | $0 | $0 | $0 |
| Gross receipts for public use of club facilities | $0 | $0 | $0 |
| Did the organization engage in any section 4958 excess benefit transaction during the year, or did it engage in an excess benefit transaction in a prior year that has not been reported on any of its prior Forms 990 or 990-EZ? | No | No | |
| At any time during the tax year, was the organization a party to a prohibited tax shelter transaction? | No | No | |
| Reason for Public Charity Status (for 2013) | |
| The organization is not a private foundation because it is: | Not provided |
| Number of organizations supported | 0 |
| Sum of amounts of support | $0 |
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| Organizations performing similar types of work | |||||
| Id | Name | Address | State | Established | Total Income |
|---|---|---|---|---|---|
| 1 | Washington Software Alliance Employee Benefit Trust | PO BOX 6, Mukilteo, WA 98275-0006 | WA | 2009-03 | $25,705,628 |
| 2 | Titan Tire Corporation Voluntary Retiree Benefit Trust, Emily Newport Ttee | 60 Boulevard Of The Allies 5th Fl, Pittsburgh, PA 15222-1209 | PA | 2009-01 | $16,824,317 |
| 3 | Southern Operators Health Fund, Brassell H Lynn Ttee | PO BOX 1449, Goodlettsvlle, TN 37070-1449 | TN | 2006-09 | $15,264,585 |
| 4 | San Bernardino County Retirement Medical Tr, Hoover Crystal Ttee | 157 W 5th St First Fl, San Bernardino, CA 92415-0225 | CA | 2002-04 | $13,312,822 |
| 5 | Trinity Health Welfare Benefit Tr, Paul Swanson Ttee | 20555 Victor Parkway, Livonia, MI 48152-7031 | MI | 2007-11 | $8,409,345 |
| 6 | Vng-Nonunion Management Retiree Veba | PO BOX 535007, Pittsburgh, PA 15253-5007 | PA | 2002-01 | $5,196,035 |
| 7 | Thunderbird Mining Co Retiree Health & Welfare Benefits Pl & Tr | 250 Marquette Ave Ste 540, Minneapolis, MN 55401-2387 | MN | 2008-06 | $3,413,882 |
| 8 | Robbinsdale Area School Health Reimbursement Arrangement Basic Pl | 230 Front St N, La Crosse, WI 54601-3219 | WI | 2004-12 | $873,286 |
| 9 | The Turner Corporation Veba Trust | 375 Hudson St, New York, NY 10014-3658 | NY | 2008-01 | $8,540 |
| 10 | Aklma Health And Welfare Trust | 13777 Ballantyne Corporate Pl, Charlotte, NC 28277-3417 | NC | 2014-02 | $16,170,639 |
| 11 | New York University School Of Medicine Veba Trust | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2014-07 | $13,085,965 |
| 12 | Star Telephone Membership Corporation Retiree Welfare Trust | 3900 North Us Highway 421, Clinton, NC 28328 | NC | 2014-03 | $4,573,426 |
| 13 | Washington University Rmsa Plan Employee After Tax Contribution Tr, Thomas W Lauman Ttee | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2007-01 | $4,344,992 |
| 14 | Caci International Inc Health Benefits Trust | PO BOX 2907, Wilson, NC 27894-2907 | NC | 2012-02 | $4,070,240 |
| 15 | College Foundation Voluntary Employee Beneficiary Association, Wendy H Mcalister Ttee | 2917 Highwoods Blvd, Raleigh, NC 27604-1004 | NC | 2014-07 | $3,756,074 |
| 16 | Washington University Rmsa Plan University Contribution Tr | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2007-09 | $2,567,897 |
| 17 | World Savings Disability Protection Plan | 201 S College St Nc0200, Charlotte, NC 28244-0002 | NC | 2001-05 | $2,114,564 |
| 18 | Greensboro Radiology & Affiliates Employee Welfare Benefit Plan Tr, Kevin Boggs Ttee | 1331 North Elm Street, Greensboro, NC 27401-6302 | NC | 2007-08 | $1,894,245 |
| 19 | Employee-Contribution Veba Trust For Southern Methodist University | 8625 Andrew Carnegie Blvd, Charlotte, NC 28262-8551 | NC | 2014-05 | $1,765,941 |
| 20 | Employee Benefit Trust For Employees Of Life Inc | 2609 Royall Ave, Goldsboro, NC 27534-8615 | NC | 2011-12 | $1,753,545 |
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