Nonprofit · EIN 61-6484358
EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY
Also known as TIAA-CREF TR COMPANY FSB TTEE
Tax-exempt (reinstated) · CLINTON, IA 52733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ (amended) | $22,696 | $10 | $22,686 | $84,594 | $0 | $84,594 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Program service revenue
- $11,225
- Investment income
- $5,289
- Net gain from sales of assets
- $6,182
Expenses
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $10
Balance sheet and other
- Total assets, start of year
- $64,251
- Total assets, end of year
- $84,594
- Total liabilities, end of year
- $0
- Net assets, end of year
- $84,594
- Cash, savings and investments
- $84,594
- Gross receipts
- $101,727
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE | 0 | $0 |
| ALTA TRUST | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4391, CLINTON, IA 52733-4391
- In care of
- % KELLY BRICK
- Mailing address (990-N for 2024)
- PO BOX 4391, CLINTON IA 527334391
- Principal officer (990-N for 2024)
- ADAM PONDER, PO BOX 4391, CLINTON IA 527334391
- Signed the 990-EZ
- PATRICIA REIMANN, TRUSTEE REPRESENTATIVE
- Phone
- (716) 245-6100
- Return prepared by
- ONEBRIDGE BENEFITS INC
Mission
THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
Program accomplishments
- ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 61-6484358
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2017
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $84,594
- Income (IRS master file)
- $101,727
Revocation and reinstatement
- Exemption revoked
- May 15, 2015
- Posted by the IRS
- August 26, 2017
- Reinstated
- Effective May 15, 2015
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: ADAM PONDER | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | $22,696 | $10 | $84,594 | XML |
| 990-N for 2023 Officer: Amy Ryan | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2022 Officer: Amy Ryan | December 31, 2022 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2020 Officer: AMY RYAN | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: Amy Ryan | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2018 Officer: Amy Ryan | December 31, 2018 | ≤ $50,000 receipts | – | – | e-Postcard |
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 61-6484358).
Questions about EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY
- What is the EIN of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY?
- The employer identification number (EIN) of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY is 61-6484358.
- Is EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2015 and reinstated it effective May 15, 2015.
- Are donations to EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY 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 EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended December 31, 2024.
- Who is the principal officer of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY?
- The 990-N for 2024 names ADAM PONDER.
- Who are the officers and directors of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY?
- The 990-EZ for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR COLGATE UNIVERSITY have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $22,696, expenses of $10 and total assets of $84,594 at year end.
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