Nonprofit · EIN 27-3757204
WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST
Tax-exempt · CHARLOTTE, NC 28262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $165,820 | $8,193 | $157,627 | $4,751,020 | $0 | $4,751,020 |
| June 30, 2024 | 990 | $208,940 | $0 | $208,940 | $4,248,881 | $0 | $4,248,881 |
| June 30, 2023 | 990 | $621,590 | $12,625 | $608,965 | $3,671,595 | $0 | $3,671,595 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $165,820
- Net gain from sales of assets
- $31,241
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,193
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $8,193
Balance sheet and other
- Total assets, start of year
- $4,248,881
- Total assets, end of year
- $4,751,020
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,751,020
- Publicly traded securities
- $4,450,662
- Gross receipts
- $784,807
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- PA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $1,500 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $1,500 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA | TRUSTEE Institutional trustee | 1 | $0 |
| MATRIX TRUST COMPANY | FORMER TRUSTEE THROUGH 6 2023 Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 8625 ANDREW CARNEGIE BLVD, CHARLOTTE, NC 28262-8551
- In care of
- % LINDA KIRALY GILBERT
- Principal officer (990 for 2024)
- Linda Kiraly Gilbert, ONE UNIVERSITY PL, CHESTER, PA 190135700
- 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 EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 27-3757204
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,751,020
- Income (IRS master file)
- $784,807
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $165,820 | $8,193 | $4,751,020 | XML |
| 990 | June 2024 | $208,940 | $0 | $4,248,881 | XML |
| 990 | June 2023 | $621,590 | $12,625 | $3,671,595 | XML |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 27-3757204).
Questions about WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST
- What is the EIN of WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST is 27-3757204.
- Is WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST 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 WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended June 30, 2025 names Linda Kiraly Gilbert.
- Who are the officers and directors of WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $1,500 (TIAA TRUST NA, TRUSTEE).
- How much revenue does WIDENER UNIVERSITY INC VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $165,820, expenses of $8,193 and total assets of $4,751,020 at year end.
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