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.
Public Charity
UNIVERSITY OF INCARNATE WORD VEBA TRUST
UNIVERSITY OF INCARNATE WORD VEBA TRUST is a Public Charity headquartered in CHARLOTTE, NC. Financial data from the 2024 filing: $4.1M revenue, $504K expenses, $14.8M total assets.
EIN: 047024791
CHARLOTTE, NC
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2024
Total Revenue$4.1M
Total Expenses$504K
Total Assets$14.8M
Grant Records0
Filing Years2020–2024
Where $100 goes at University of Incarnate Word Veba Trust
How University of Incarnate Word Veba Trust divides every $100 it spends, from its own Form 990 filings, averaged across 4 years.
$84
Programs
the work itself
$16
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $84 for programs
$84
Health benefits and insurance premiums paid to members
Source: Form 990 filings with the IRS, latest fiscal year 2024. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2024 | $4.1M | $504K | $14.8M |
| 2023 | $1.1M | $422K | $13.1M |
| 2022 | $742K | $340K | $11.2M |
| 2020 | $1.4M | $350K | $11.0M |
Between 2020 and 2024, reported annual revenue grew from $1.4M to $4.1M (+205%), with total assets most recently reported at $14.8M.
Interactive year-over-year charts and full filing details available with membership.