Arch Pltc Plan Veba Trust FY2022 filing

Not tax-deductible

Des Moines, IAMutual-benefit / member-servingSince 2012Religion EIN 45-6953562Revenue $1.5M in FY2022

On file with the IRSPo Box 10316, 50306-0316 · Des Moines, IATax-exempt since Jul 2014

Claim this org

(tell your story, add context, and more)

What claiming does How does your 990 look to donors? Take the 10-Question Audit

To provide benefits to eligible priests of the roman catholic archdiocese of atlanta for certain long term care services

81¢ of each $1 spent went to programs.
$52K paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2022 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2025
latest Form 990
Looks good: the latest return is for FY2025, 1 tax year back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
6 of 6
filings with a surplus
Average surplus $1.1M a year · 86% of revenue · last 6 filings
Looks good: a surplus in 6 of the last 6 filings.
Pt I · Ln 19 · 6 filings
Spent on programs
81%
of spending
Looks good: 81% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$52K
to officers and key staff · 75% of spending
Concern: pay to officers and key staff is 75% of spending; over 30%.
Pt VII · Sec A
35 mo
of spending, in cash
Plus $9.8M in investments, Pt X · Ln 11–13
Looks good: 35.3 months of spending in cash; 3 or more.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.5M
+16% vs prior year
Spent
$69K
To programs
81%
Net assets
$10.0M
By yearFY2020–FY2025
Revenue
$1.5M
FY2022▲ +16%
Tap a bar for its year
Revenue by fiscal year
FY2020$1.2M
FY2021$1.3M
FY2022$1.5M
FY2023$633K
FY2024$862K
FY2025$2.3M
Expenses
$69K
FY2022▲ +4%
Tap a bar for its year
Expenses by fiscal year
FY2020$156K
FY2021$66K
FY2022$69K
FY2023$264K
FY2024$257K
FY2025$282K
Net assets
$10.0M
FY2022▲ +17%
Tap a bar for its year
Net assets by fiscal year
FY2020$7.3M
FY2021$8.5M
FY2022$10.0M
FY2023$10.3M
FY2024$10.9M
FY2025$13.0M

From the FY2022 Form 990 · figures checked against the IRS filing · see the original

990 PDF Claim
You’re viewing the FY2022 filing — not the latest on file. See the latest (FY2025) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Jul 2014.

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

Where the money goes

81 cents of each dollar spent went to programs.

Program services 81% · $56K Management & general 19% · $14K

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

Something off? Claim to add context

Who runs it and what they're paid

1 person listed on the 990; $52K paid to officers and key staff.

Part VII, Section A · reportable compensation
$52,358Pt VII · Sec A

Truist Bank’s $16K as Trustee is at the 3rd percentile of top reported officer pay among 1637 $1–10M religion nonprofits. Peer set: organizations in the same NTEE major field of work and revenue-size band, compared on each org’s own highest-paid officer/key-employee, from Form 990 Part VII / 990-PF Part VIII. Descriptive placement, not a verdict on whether the pay is appropriate.

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

NameFY2024FY2023FY2022FY2021FY2020
Truist Bank$15,778$14,253$52,358$49,898—
Truist Banks INC————$40,353

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.

See Arch Pltc Plan Veba Trust executive salaries →

On this list? Claim this org

Something off? Claim to add context

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

Helps eligible priests pay for long-term care services.

Questions for Arch Pltc Plan Veba Trust

Tap to ask. Arch Pltc Plan Veba Trust sees how many people are interested.

Your first name shows with your question. Arch Pltc Plan Veba Trust answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · in their own filed words · FY2022
01

Payments for long term care services

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2022 990, line by line.

1The main four
Money inPt VIII
$1.5M
Ln 12
Investment incomeLn 3$1.4M
Fees for servicesLn 2g$161K
Money outPt IX
$69K
Ln 25
Programscol B$56K
Managementcol C$14K
Owns and owesPt X
$10.0M
net assets · Ln 32
Cash and savingsLn 1–2$204K
Total assetsLn 16$10.0M
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$161K
Investment incomeLn 3$1.4M
Gains on assetsLn 7$1.1M
Total revenueLn 12$1.5M
Assets in detailPt X, end of year
SavingsLn 2$204K
Cash and savings togetherLn 1–2$204K
InvestmentsLn 11–13$9.8M
Total assetsLn 16$10.0M
LiabilitiesLn 26$0
Net assetsLn 32$10.0M
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
LineStart FY22End FY22
Cash and savingsLn 1–2$324K$204K
InvestmentsLn 11–13$8.2M$9.8M
Total assetsLn 16$8.5M$10.0M
LiabilitiesLn 26$0$0
Net assetsLn 32$8.5M$10.0M
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Pay of current officers, directors and key staffLn 5$52K$52K$0
Other fees for servicesLn 11g$14K$14K
Other expenses (24a–d)Ln 24$4K$4K
Total functional expensesLn 25$69K$56K$14K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2025 Latest $2.3M$282K$2.0M$13.0M 990 PDF
FY2024 $862K$257K$605K$10.9M 990 PDF
FY2023 $633K$264K$369K$10.3M 990 PDF
FY2022 Viewing $1.5M$69K$1.5M$10.0M 990 PDF
FY2021 $1.3M$66K$1.3M$8.5M 990 PDF
FY2020 $1.2M$156K$1.1M$7.3M 990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations
See the full FY2022 990 (6 parts)
Part I · Summary $1,530,576 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $859,686$161,050
I-10 Investment incomePrior year $461,406$1,369,526
I-11 Other revenue$0
I-12 Total revenuePrior year $1,321,092$1,530,576
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to members$0
I-15 Salaries and benefitsPrior year $49,898$52,358
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $16,597$17,017
I-18 Total expensesPrior year $66,495$69,375
I-19 Revenue less expensesPrior year $1,254,597$1,461,201
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 $1,530,576 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $161,050$161,050
VIII-3 Investment incomeExcluded from tax $229,666$229,666
VIII-7 Net gain or loss on sales of assetsExcluded from tax $1,139,860$1,139,860
VIII-12 Total revenueRelated to mission $161,050 · Excluded from tax $1,369,526$1,530,576
Part IX · Statement of functional expenses $69,375 across 3 lines filed
IX-5 Pay of current officers, directors and key staffPrograms $52,358 · Management $0$52,358
IX-11g Other fees for servicesManagement $13,500$13,500
IX-24 Other expenses (24a–d)Programs $3,517$3,517
IX-25 Total functional expensesPrograms $55,875 · Management $13,500 · Fundraising $0$69,375
Part X · Balance sheet $9,972,977 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $324,465$204,245
X-11 Publicly traded securitiesStart of year $8,187,884$9,768,732
X-16 Total assetsStart of year $8,512,349$9,972,977
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $8,512,349$9,972,977
X-33 Total liabilities and net assetsStart of year $8,512,349$9,972,977
Part XI · Reconciliation of net assets $9,972,977 net assets at year end
XI-1 Total revenue$1,530,576
XI-2 Total expenses$69,375
XI-3 Revenue less expenses$1,461,201
XI-4 Net assets at start of year$8,512,349
XI-9 Other changes in net assets−$573
XI-10 Net assets at end of year$9,972,977

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Similar organizations you could support · Compare with another nonprofit

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

All figures are derived from public IRS Form 990 filings and are presented without evaluation of any organization. philanthropy.org does not rate, score, or rank organizations, including the pay comparisons above.