Employee Contribution Veba Trust: Nonprofit Profile, Financials & Form 990 (EIN 04-3838462)

Revenue by fiscal year
FY2020	$91K
FY2021	$121K
FY2022	$89K
FY2023	$75K
FY2024	$145K

Expenses by fiscal year
FY2020	$68K
FY2021	$62K
FY2022	$61K
FY2023	$79K
FY2024	$44K

Net assets by fiscal year
FY2020	$642K
FY2021	$702K
FY2022	$598K
FY2023	$659K
FY2024	$0

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

96 cents of each dollar spent went to programs.

96%

Program services 96% · $42K Management & general 4% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

TIAA Trust NA

Trustee

$0Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

Name	FY2023	FY2022	FY2021	FY2020
TIAA Trust NA	$750	$750	—	—
TIAA Fsb	—	—	$750	$750

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides retiree health benefits to former employees and their families.

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Provided by the organization

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1 program · in their own filed words · FY2024

01

Health benefits and insurance premiums paid to members.

Pt IX · col B

By the numbers

The FY2024 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$145K

Ln 12

Investment incomeLn 3$102K

Fees for servicesLn 2g$43K

Money outPt IX

$44K

Ln 25

Programscol B$42K

Managementcol C$2K

Owns and owesPt X

$0

net assets · Ln 32

Total assetsLn 16$0

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a1

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$43K

Investment incomeLn 3$102K

Gains on assetsLn 7$102K

Total revenueLn 12$145K

Assets in detailPt X, end of year

Total assetsLn 16$0

LiabilitiesLn 26$0

Net assetsLn 32$0

OperationsPt I, VI

EmployeesI 50

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY24	End FY24
Total assetsLn 16	$659K	$0
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$659K	$0

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$42K	$42K
Management feesLn 11a	$2K		$2K
Total functional expensesLn 25	$44K	$42K	$2K	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest Viewing	$145K	$44K	$101K	$0	990 PDF
FY2023	$75K	$79K	−$4K	$659K	990 PDF
FY2022	$89K	$61K	$28K	$598K	990 PDF
FY2021	$121K	$62K	$58K	$702K	990 PDF
FY2020	$91K	$68K	$23K	$642K	990 PDF

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Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2024 990 (6 parts)

Part I · Summary $145,057 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenuePrior year $62,919$42,798

I-10 Investment incomePrior year $12,045$102,259

I-11 Other revenue$0

I-12 Total revenuePrior year $74,964$145,057

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to membersPrior year $76,484$42,281

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $2,523$1,811

I-18 Total expensesPrior year $79,007$44,092

I-19 Revenue less expensesPrior year −$4,043$100,965

Part VI · Governance 0 of 1 board members independent, 4 to look at

VI-1a Voting members of the governing body1

VI-1b Independent voting members0

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

Part VIII · Statement of revenue $145,057 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $42,798$42,798

VIII-3 Investment incomeExcluded from tax $700$700

VIII-7 Net gain or loss on sales of assetsExcluded from tax $101,559$101,559

VIII-12 Total revenueRelated to mission $42,798 · Excluded from tax $102,259$145,057

Part IX · Statement of functional expenses $44,092 across 2 lines filed

IX-4 Benefits paid to or for membersPrograms $42,281$42,281

IX-11a Management feesManagement $1,811$1,811

IX-25 Total functional expensesPrograms $42,281 · Management $1,811 · Fundraising $0$44,092

Part X · Balance sheet $0 assets, 4 lines filed

X-16 Total assetsStart of year $658,711$0

X-26 Total liabilitiesStart of year $0$0

X-32 Total net assets or fund balancesStart of year $658,711$0

X-33 Total liabilities and net assetsStart of year $658,711$0

Part XI · Reconciliation of net assets $0 net assets at year end

XI-1 Total revenue$145,057

XI-2 Total expenses$44,092

XI-3 Revenue less expenses$100,965

XI-4 Net assets at start of year$658,711

XI-5 Net unrealized gains (losses) on investments−$30,537

XI-9 Other changes in net assets−$729,139

XI-10 Net assets at end of year$0

Form 990 e-file (XML) FY2024 from the IRS · Classification, formation year and address from the IRS Business Master File

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