Civic Intelligence

Employee After Tax Contribution Veba Trust for Dickinson College

990 • Fiscal year 2012 • EIN 04-3838439

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 01, 2013

Organization Profilewww.dickinson.edu
P O Box 177317013-2896
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

34th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2012 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

86th percentile

31%

Faster asset growth than 86% of similar nonprofits.

2012 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets34th percentile

Assets

Up

$1,053,430

Up $247,175 (+31%) from 2011

Net Assets

Up

$1,053,430

Up $247,175 (+31%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$126,385

Down $9,390 (-6.9%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2011: $806,255Liabilities 2011: $0Net Assets 2011: $806,2552011Assets 2012: $1,053,430Liabilities 2012: $0Net Assets 2012: $1,053,4302012Assets 2013: $1,369,396Liabilities 2013: $0Net Assets 2013: $1,369,3962013Assets 2014: $1,563,798Liabilities 2014: $0Net Assets 2014: $1,563,7982014Assets 2015: $1,696,125Liabilities 2015: $0Net Assets 2015: $1,696,1252015Assets 2016: $1,945,248Liabilities 2016: $0Net Assets 2016: $1,945,2482016Assets 2017: $2,411,078Liabilities 2017: $0Net Assets 2017: $2,411,0782017Assets 2018: $2,361,684Liabilities 2018: $0Net Assets 2018: $2,361,6842018Assets 2019: $2,932,964Liabilities 2019: $0Net Assets 2019: $2,932,9642019Assets 2020: $3,462,107Liabilities 2020: $0Net Assets 2020: $3,462,1072020Assets 2021: $3,942,559Liabilities 2021: $0Net Assets 2021: $3,942,5592021Assets 2022: $3,528,133Liabilities 2022: $0Net Assets 2022: $3,528,1332022Assets 2023: $4,086,044Liabilities 2023: $0Net Assets 2023: $4,086,0442023Assets 2024: $5,239,114Liabilities 2024: $0Net Assets 2024: $5,239,1142024

Highlighted filing

2012

Assets$1,053,430
Liabilities$0
Net Assets$1,053,430
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$1.5M$1.0M$500K$0Revenue 2011: $271,792Expenses 2011: $135,775Net Income 2011: $136,0172011Expenses 2012: $126,3852012Revenue 2013: $381,961Expenses 2013: $163,985Net Income 2013: $217,9762013Revenue 2014: $402,468Expenses 2014: $177,288Net Income 2014: $225,1802014Revenue 2015: $446,318Expenses 2015: $211,127Net Income 2015: $235,1912015Revenue 2016: $451,807Expenses 2016: $233,524Net Income 2016: $218,2832016Revenue 2017: $509,346Expenses 2017: $245,393Net Income 2017: $263,9532017Revenue 2018: $566,027Expenses 2018: $315,706Net Income 2018: $250,3212018Revenue 2019: $562,627Expenses 2019: $309,724Net Income 2019: $252,9032019Revenue 2020: $639,813Expenses 2020: $303,573Net Income 2020: $336,2402020Revenue 2021: $788,603Expenses 2021: $325,871Net Income 2021: $462,7322021Revenue 2022: $659,354Expenses 2022: $349,116Net Income 2022: $310,2382022Revenue 2023: $522,918Expenses 2023: $336,471Net Income 2023: $186,4472023Revenue 2024: $1,159,694Expenses 2024: $360,594Net Income 2024: $799,1002024

Highlighted filing

2012

Revenue-
Expenses$126,385
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 1, 2013
Return Version
2012v2.1
Gross Receipts
$599,576
Mission and Program Overview

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.

Filing and Contact Details

Filer

EIN
04-3838439
Raw XML Appendix249 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReview0false
IRS990/ActivitiesConductedPartnership0false
IRS990/ActivityOrMissionDescription0TO 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.
IRS990/AddressPrincipalOfficerUS/AddressLine10PO Box 1773
IRS990/AddressPrincipalOfficerUS/City0Carlisle
IRS990/AddressPrincipalOfficerUS/State0PA
IRS990/AddressPrincipalOfficerUS/ZIPCode0170132896
IRS990/BenefitsPaidToMembersCY093959
IRS990/BenefitsPaidToMembersPriorYear0102395
IRS990/BenefitsToMembers/ProgramServices093959
IRS990/BenefitsToMembers/Total093959
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY0806255
IRS990/CapStckTrstPrinCurrentFunds/EOY01053430
IRS990/ChangesToOrganizingDocs0true
IRS990/CollectionsOfArt0false
IRS990/CompensationFromOtherSources0false
IRS990/CompensationProcessCEO0false
IRS990/CompensationProcessOther0false
IRS990/ConflictOfInterestPolicy0false
IRS990/ConservationEasements0false
IRS990/ConsolidatedAuditFinancialStmt0true
IRS990/ContributionsGrantsCurrentYear00
IRS990/CreditCounseling0false
IRS990/DecisionsSubjectToApproval0false
IRS990/DeductibleContributionsOfArt0false
IRS990/DeductibleNonCashContributions0false
IRS990/DelegationOfManagementDuties0false
IRS990/DescribedIn501C30false
IRS990/Description0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990/DisregardedEntity0false
IRS990/DocumentRetentionPolicy0false
IRS990/DonorAdvisedFunds0false
IRS990/DoNotFollowSFAS1170X
IRS990/ElectionOfBoardMembers0false
IRS990/FamilyOrBusinessRelationship0false
IRS990/FederalGrantAuditRequired0false
IRS990/FeesForServicesManagement/ManagementAndGeneral032426
IRS990/FeesForServicesManagement/Total032426
IRS990/ForeignActivities0false
IRS990/ForeignFinancialAccount0false
IRS990/ForeignOffice0false
IRS990/Form990PartVIISectionA/AverageHoursPerWeek01.00
IRS990/Form990PartVIISectionA/InstitutionalTrustee0X
IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine10TIAA-CREF TRUST COMPANY
IRS990/Form990PartVIISectionA/OtherCompensation00
IRS990/Form990PartVIISectionA/ReportableCompFromOrganization0750
IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs00
IRS990/Form990PartVIISectionA/Title0TRUSTEE
IRS990/Form990ProvidedToGoverningBody0true
IRS990/FormersListed0false
IRS990/FSAudited0true
IRS990/FSAuditedBasis/FinancialStatementConsolidated0X
IRS990/FundraisingActivities0false
IRS990/GainOrLoss/Securities06048
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0304012
IRS990/GrossReceipts0599576
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear040463
IRS990/InvestmentIncome/ExclusionAmount034415
IRS990/InvestmentIncomePriorYear018839
IRS990/InvestmentIncome/TotalRevenueColumn034415
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0806255
IRS990/InvestmentsPubTradedSecurities/EOY01053430
IRS990/LessCostOthBasisSalesExpenses/Securities0297964
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
IRS990/MinutesOfGoverningBody0false
IRS990/MissionDescription0TO 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.
IRS990/MoreThan5000KToIndividuals0false
IRS990/MoreThan5000KToOrganizations0false
IRS990/NameOfPrincipalOfficerPerson0Nancy A Roseman
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0806255
IRS990/NetAssetsOrFundBalancesEOY01053430
IRS990/NetGainOrLossInvestments/ExclusionAmount06048
IRS990/NetGainOrLossInvestments/TotalRevenueColumn06048
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear033380
IRS990/OtherExpensesCurrentYear032426
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY0261149
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear0252953
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0261149
IRS990/ProgramServiceRevenue/TotalRevenueColumn0261149
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0175227
IRS990/ReconciliationUnrealizedInvest071948
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0175227
IRS990/RevenuesLessExpensesPriorYear0136017
IRS990/SalariesEtcCurrentYear00
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0LINE 22 OF $71,948 REPRESENTS UNREALIZED GAINS ON INVESTMENTS CARRIED AT FMV FOR THE 2012 TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation1TIAA-CREF IS NOT A VOTING MEMBER OF THE GOVERNING BODY FOR THE EMPLOYER CONTRIBTION VEBA TRUST. TIAA-CREF IS LISTED HERE IN ITS CAPACITY AS THE SOLE TRUSTEE OF THE VEBA TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation2On December 30, 2011, Dickinson College and TIAA-CREF Trust Company signed an amended and restated Trust Agreement for the Employer Contribution VEBA Trust Dickinson College.
IRS990ScheduleO/GeneralExplanation/Explanation3TIAA-CREF Trust Company is a directed trustee for the plan sponsor. All requests received from the plan sponsor or participants are captured through a recorded line or service request.
IRS990ScheduleO/GeneralExplanation/Explanation4TIAA-CREF Trust Company as trustee is responsible for preparation of Form 990 based on the financial information contained in our records. Upon completion, a copy of Form 990 is forwarded to the plan sponsor for review and approval. Once approved, Form 990 is then filed with the federal taxing authority by the regulatory deadline.
IRS990ScheduleO/GeneralExplanation/Explanation5The organization has not adopted any formal policies, nor does the organization have any direct employees however, it does follow the documents and policies of the college. Any financial information not available on the plan sponsor's website, such as the Form 5500, is available to participants upon request.
IRS990ScheduleO/GeneralExplanation/Identifier0PART XI, LINE 5
IRS990ScheduleO/GeneralExplanation/Identifier1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/GeneralExplanation/Identifier3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/ReturnReference0AN ADJUSTMENT TO THE CURRENT YEAR NET ASSETS REFLECTED IN PART I,
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10PO Box 1773
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Carlisle
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0PA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode017013
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10Not Applicable
IRS990ScheduleR/Form990ScheduleRPartII/EIN0231365954
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0PA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10Dickinson College
IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities0Higher Education
IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus0170(b)(1)(A)(ii)
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg0false
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg0false
IRS990ScheduleR/OtherTransferFromOtherOrg0true
IRS990ScheduleR/OtherTransferToOtherOrg0false
IRS990ScheduleR/PerformOfServicesByOtherOrgs0false
IRS990ScheduleR/PerformOfServicesForOtherOrgs0false
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg0false
IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties0false
IRS990ScheduleR/ReimbursementPaidByOtherOrg0false
IRS990ScheduleR/ReimbursementPaidToOtherOrg0false
IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs0false
IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs0false
IRS990ScheduleR/SaleOfAssetsToOtherOrg0false
IRS990ScheduleR/SharingOfFacilities0false
IRS990ScheduleR/SharingOfPaidEmployees0false
IRS990/School0false
IRS990/SignificantChange0false
IRS990/SignificantNewProgramServices0false
IRS990/StateLegalDomicile0MO
IRS990/SubjectToProxyTax0false
IRS990/TaxablePartyNotification0false
IRS990/TaxExemptBonds0false
IRS990/Terminated0false
IRS990/TermOrPermanentEndowments0false
IRS990/TheBooksAreInCareOf/AddressUS/AddressLine108625 Andrew Carnegie Blvd
IRS990/TheBooksAreInCareOf/AddressUS/City0Charlotte
IRS990/TheBooksAreInCareOf/AddressUS/State0NC
IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode028262
IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TIAA-CREF TRUST COMPANY
IRS990/TheBooksAreInCareOf/TelephoneNumber08775353910
IRS990/TotalAssets/BOY0806255
IRS990/TotalAssetsBOY0806255
IRS990/TotalAssets/EOY01053430
IRS990/TotalAssetsEOY01053430
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0126385
IRS990/TotalExpensesPriorYear0135775
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral032426
IRS990/TotalFunctionalExpenses/ProgramServices093959
IRS990/TotalFunctionalExpenses/Total0126385
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0806255
IRS990/TotalLiabNetAssetsFundBalances/EOY01053430
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0806255
IRS990/TotalNetAssetsFundBalances/EOY01053430
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0261149
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0750
IRS990/TotalRevenueCurrentYear0301612
IRS990/TotalRevenue/ExclusionAmount040463
IRS990/TotalRevenuePriorYear0271792
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0261149
IRS990/TotalRevenue/TotalRevenueColumn0301612
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0www.dickinson.edu
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02005
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043838439
ReturnHeader/Filer/Name/BusinessNameLine10EMPLOYER-CONTRIBUTION VEBA TRUST DICKINSON
ReturnHeader/Filer/NameControl0DICK
ReturnHeader/Filer/Phone07172451383
ReturnHeader/Filer/USAddress/AddressLine10P O BOX 1773
ReturnHeader/Filer/USAddress/City0CARLISLE
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0170132896
ReturnHeader/Officer/DateSigned02013-08-01
ReturnHeader/Officer/Name0STEPHEN COLLIER
ReturnHeader/Officer/Phone07172451383
ReturnHeader/Officer/Title0SVP,HEAD OF TAX
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-01T11:40:01-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$1,053,430
Liabilities
$0
Net assets
$1,053,430
Revenue
-
Expenses
$126,385
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.24$0.00$5.24$1.16$0.36$0.80
2023Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.52$0.34$0.19
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.53$0.00$3.53$0.66$0.35$0.31
2021Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$3.94$0.00$3.94$0.79$0.33$0.46
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.46$0.00$3.46$0.64$0.30$0.34
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.56$0.31$0.25
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.36$0.00$2.36$0.57$0.32$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.41$0.00$2.41$0.51$0.25$0.26
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.95$0.00$1.95$0.45$0.23$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.70$0.00$1.70$0.45$0.21$0.24
2014Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.56$0.00$1.56$0.40$0.18$0.23
2013Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$0.38$0.16$0.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.13
2011Summary only. Only limited summary data is available for this year.$0.81$0.00$0.81$0.27$0.14$0.14