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Nonprofit · EIN 04-7024791

EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE

Tax-exempt · CHARLOTTE, NC 28262

Financials

$1.1M$422K2023$4.1M$504K2024
Revenue Expenses · by fiscal year end
Financials of EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$4,124,660$503,860$3,620,800$14,841,607$0$14,841,607
December 31, 2023990$1,052,567$421,765$630,802$13,066,415$0$13,066,415
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$770,505
Investment income
$3,354,155
Net gain from sales of assets
$2,726,868
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$438,448
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$438,448
Management and general (functional)
$65,412

Balance sheet and other

Total assets, start of year
$13,066,415
Total assets, end of year
$14,841,607
Total liabilities, end of year
$0
Net assets, end of year
$14,841,607
Publicly traded securities
$13,935,278
Gross receipts
$18,172,120
Employees
0
Year formed
2007
State of legal domicile
MO

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
TIAA TRUST NATRUSTEE
Institutional trustee
1$1,500
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
TIAA TRUST NATRUSTEE
Institutional trustee
1$750

Address and contacts

Address (IRS master file)
8625 ANDREW CARNEGIE BLVD, CHARLOTTE, NC 28262-8551
In care of
% UNIVERSITY OF THE INCARNATE WORD
Principal officer (990 for 2024)
Annette Thompson, 4301 Broadway CPO 315, San Antonio, TX 78209
Signed the 990
DENISE BECHARD, VICE PRESIDENT
Phone
(877) 535-3910
Return prepared by
DELOITTE TAX LLP

Mission

TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEESAND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-7024791
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2008
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,841,607
Income (IRS master file)
$18,172,120

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$4,124,660$503,860$14,841,607IRS
990December 2023$1,052,567$421,765$13,066,415XML
990December 2022$741,703$340,219$11,160,776IRS
990December 2021–––IRS
990December 2020–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-7024791).

Questions about EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE

What is the EIN of EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE?
The employer identification number (EIN) of EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE is 04-7024791.
Is EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
Are donations to EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE?
The 990 for the year ended December 31, 2024 names Annette Thompson.
Who are the officers and directors of EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,500 (TIAA TRUST NA, TRUSTEE).
How much revenue does EMPLOYER CONTRIBUTION VEBA TRUST FOR THE UNIVERSITY OF THE have?
On its 990 for the year ended December 31, 2024 it reported revenue of $4,124,660, expenses of $503,860 and total assets of $14,841,607 at year end.

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