Civic Intelligence

Employer Contribution Veba Trust for Lycoming College

990EZ • Fiscal year 2012 • EIN 04-3838455

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 07, 2013

Organization Profilewww.lycoming.edu
8625 Andrew Carnegie Blvd Attncorp28262
Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2012 filings • 501(c)9 • <$500k nonprofits • Source year 2012

Liabilities / Revenue

58th percentile

0.00x

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

2012 filings • 501(c)9 • <$500k nonprofits • Source year 2012

Net Margin

87th percentile

44%

Higher net margin than 87% of similar nonprofits.

2012 filings • 501(c)9 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

81st percentile

22%

Faster asset growth than 81% of similar nonprofits.

2012 filings • 501(c)9 • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

64th percentile

5.5%

Faster revenue growth than 64% of similar nonprofits.

2012 filings • 501(c)9 • <$500k nonprofits • Annualized from 2011 to 2012

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$172,756

Up $30,978 (+22%) from 2011

Net Assets

Up

$172,756

Up $30,978 (+22%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin87th percentile

Revenue

Up

$42,737

Up $2,223 (+5.5%) from 2011

Expenses

Up

$23,871

Up $2,076 (+9.5%) from 2011

Net Income

Up

$18,866

Up $147 (+0.8%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$600K$400K$200K$0Assets 2011: $141,778Liabilities 2011: $0Net Assets 2011: $141,7782011Assets 2012: $172,756Liabilities 2012: $0Net Assets 2012: $172,7562012Assets 2013: $212,813Liabilities 2013: $0Net Assets 2013: $212,8132013Assets 2014: $225,929Liabilities 2014: $0Net Assets 2014: $225,9292014Assets 2015: $231,350Liabilities 2015: $0Net Assets 2015: $231,3502015Assets 2016: $255,354Liabilities 2016: $0Net Assets 2016: $255,3542016Assets 2017: $309,305Liabilities 2017: $0Net Assets 2017: $309,3052017Assets 2018: $305,403Liabilities 2018: $0Net Assets 2018: $305,4032018Assets 2019: $370,476Liabilities 2019: $0Net Assets 2019: $370,4762019Assets 2020: $426,108Liabilities 2020: $0Net Assets 2020: $426,1082020Assets 2021: $462,134Liabilities 2021: $0Net Assets 2021: $462,1342021Assets 2022: $393,070Liabilities 2022: $0Net Assets 2022: $393,0702022Assets 2023: $0Liabilities 2023: $0Net Assets 2023: $02023

Highlighted filing

2012

Assets$172,756
Liabilities$0
Net Assets$172,756
Open 2012 Filing

Operations Trend

Revenue Growth64th percentile

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

$500K$0-$500KRevenue 2011: $40,514Expenses 2011: $21,795Net Income 2011: $18,7192011Revenue 2012: $42,737Expenses 2012: $23,871Net Income 2012: $18,8662012Revenue 2013: $49,366Expenses 2013: $23,505Net Income 2013: $25,8612013Revenue 2014: $53,008Expenses 2014: $32,800Net Income 2014: $20,2082014Revenue 2015: $52,283Expenses 2015: $30,720Net Income 2015: $21,5632015Revenue 2016: $49,982Expenses 2016: $28,866Net Income 2016: $21,1162016Revenue 2017: $53,240Expenses 2017: $25,982Net Income 2017: $27,2582017Revenue 2018: $57,617Expenses 2018: $21,462Net Income 2018: $36,1552018Revenue 2019: $50,301Expenses 2019: $27,833Net Income 2019: $22,4682019Revenue 2020: $56,826Expenses 2020: $26,495Net Income 2020: $30,3312020Revenue 2021: $61,954Expenses 2021: $28,918Net Income 2021: $33,0362021Revenue 2022: $58,515Expenses 2022: $40,418Net Income 2022: $18,0972022Revenue 2023: $14,632Expenses 2023: $431,370Net Income 2023: -$416,7382023

Highlighted filing

2012

Revenue$42,737
Expenses$23,871
Net Income$18,866
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 7, 2013
Return Version
2012v2.1
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
04-3838455
Raw XML Appendix98 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
IRS990EZ/ActivitiesNotPreviouslyRpt0false
IRS990EZ/AddressChange0X
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/BenefitsPaidToOrForMembers022175
IRS990EZ/CashSavingsAndInvestments/BOY0141778
IRS990EZ/CashSavingsAndInvestments/EOY0172756
IRS990EZ/CostOtherBasisAndSalesExpenses026084
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear018866
IRS990EZ/FeesAndOthPymtToIndContractors01696
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GainOrLossFromSaleOfAssets01618
IRS990EZ/GrossAmountFromSaleOfAssets027702
IRS990EZ/GrossReceipts068821
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome06410
IRS990EZ/MadeChangesToOrgnzngEtcDoc0true
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0141778
IRS990EZ/NetAssetsOrFundBalancesBOY0141778
IRS990EZ/NetAssetsOrFundBalances/EOY0172756
IRS990EZ/NetAssetsOrFundBalancesEOY0172756
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine10TIAA-CREF Trust Company
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation0750
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets012112
IRS990EZ/PrimaryExemptPurpose0TO 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.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProgramServiceAccomplishment/ProgramServiceExpenses01696
IRS990EZ/ProgramServiceRevenue034709
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine108625 Andrew Carnegie Blvd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Charlotte
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028262
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TIAA-CREF TRUST COMPANY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08775353910
IRS990EZ/TotalAssets/BOY0141778
IRS990EZ/TotalAssets/EOY0172756
IRS990EZ/TotalExpenses023871
IRS990EZ/TotalProgramServiceExpenses01696
IRS990EZ/TotalRevenue042737
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0www.lycoming.edu
IRS990ScheduleO/GeneralExplanation/Explanation0On December 30, 2011, Lycoming College and TIAA-CREF Trust Company signed an amended and restated Trust Agreement for the Employer Contrbution VEBA Trust Lycoming College. The significant change to the document represents the policies contained within the document regarding trustee compensation.
IRS990ScheduleO/GeneralExplanation/Explanation1THE ORGANIZATION'S ADDRESS WAS CHANGED TO THE ADDRESS OF THE TRUSTEE TIAA-CREF TRUST COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation2AN ADJUSTMENT TO THE CURRENT YEAR NET ASSETS REFLECTED IN PART I, LINE 21 OF $12,112 REPRESENTS UNREALIZED GAINS ON INVESTMENTS CARRIED AT FMV FOR THE 2012 TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation3Unrealized Gains on Investments 12112
IRS990ScheduleO/GeneralExplanation/Identifier0EXPLANATION FOR FORM 990-EZ, PART V, LINE 34
IRS990ScheduleO/GeneralExplanation/Identifier1ADDRESS CHANGE
IRS990ScheduleO/GeneralExplanation/Identifier2UNREALIZED GAINS (LOSSES) ON INVESTMENTS
IRS990ScheduleO/GeneralExplanation/Identifier3Other Increases in Net Assets or Fund Balances
IRS990ScheduleO/GeneralExplanation/ReturnReference0HEADING, ITEM B
IRS990ScheduleO/GeneralExplanation/ReturnReference1PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference2Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043838455
ReturnHeader/Filer/Name/BusinessNameLine10EMPLOYER-CONTRIBUTION VEBA TRUST LYCOMING
ReturnHeader/Filer/NameControl0LYCO
ReturnHeader/Filer/Phone08775353910
ReturnHeader/Filer/USAddress/AddressLine108625 ANDREW CARNEGIE BLVD ATTNCORP
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028262
ReturnHeader/Officer/DateSigned02013-08-07
ReturnHeader/Officer/Name0STEPHEN COLLIER
ReturnHeader/Officer/Phone08775353910
ReturnHeader/Officer/Title0SVP,HEAD OF TAX
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-07T09:33:35-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$172,756
Liabilities
$0
Net assets
$172,756
Revenue
$42,737
Expenses
$23,871
Net income
$18,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.15$4.31$4.17
2022Detailed filing. Detailed filing data is available for this year.$3.93$0.00$3.93$0.59$0.40$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.62$0.00$4.62$0.62$0.29$0.33
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.26$0.00$4.26$0.57$0.26$0.30
2019Detailed filing. Detailed filing data is available for this year.$3.70$0.00$3.70$0.50$0.28$0.22
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.05$0.00$3.05$0.58$0.21$0.36
2017Detailed filing. Detailed filing data is available for this year.$3.09$0.00$3.09$0.53$0.26$0.27
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.55$0.00$2.55$0.50$0.29$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.52$0.31$0.22
2014Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.53$0.33$0.20
2013Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.49$0.24$0.26
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.73$0.00$1.73$0.43$0.24$0.19
2011Summary only. Only limited summary data is available for this year.$1.42$0.00$1.42$0.41$0.22$0.19