Civic Intelligence

Employee Contribution Veba Trust Dickinson

990EZ • Fiscal year 2012 • EIN 04-3838462

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

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

45%

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

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

60th percentile

3.5%

Faster revenue growth than 60% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$230,888

Up $54,951 (+31%) from 2011

Net Assets

Up

$230,888

Up $54,951 (+31%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin87th percentile

Revenue

Up

$84,447

Up $2,888 (+3.5%) from 2011

Expenses

Up

$46,589

Up $4,480 (+11%) from 2011

Net Income

Down

$37,858

Down $1,592 (-4.0%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$800K$600K$400K$200K$0Assets 2011: $175,937Liabilities 2011: $0Net Assets 2011: $175,9372011Assets 2012: $230,888Liabilities 2012: $0Net Assets 2012: $230,8882012Assets 2013: $297,318Liabilities 2013: $0Net Assets 2013: $297,3182013Assets 2014: $336,864Liabilities 2014: $0Net Assets 2014: $336,8642014Assets 2015: $363,347Liabilities 2015: $0Net Assets 2015: $363,3472015Assets 2016: $406,381Liabilities 2016: $0Net Assets 2016: $406,3812016Assets 2017: $506,285Liabilities 2017: $0Net Assets 2017: $506,2852017Assets 2018: $492,482Liabilities 2018: $0Net Assets 2018: $492,4822018Assets 2019: $582,734Liabilities 2019: $0Net Assets 2019: $582,7342019Assets 2020: $641,759Liabilities 2020: $0Net Assets 2020: $641,7592020Assets 2021: $701,650Liabilities 2021: $0Net Assets 2021: $701,6502021Assets 2022: $598,067Liabilities 2022: $0Net Assets 2022: $598,0672022Assets 2023: $658,711Liabilities 2023: $0Net Assets 2023: $658,7112023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2012

Assets$230,888
Liabilities$0
Net Assets$230,888
Open 2012 Filing

Operations Trend

Revenue Growth60th percentile

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

$150K$100K$50K$0-$50KRevenue 2011: $81,559Expenses 2011: $42,109Net Income 2011: $39,4502011Revenue 2012: $84,447Expenses 2012: $46,589Net Income 2012: $37,8582012Revenue 2013: $97,221Expenses 2013: $52,887Net Income 2013: $44,3342013Revenue 2014: $115,030Expenses 2014: $67,343Net Income 2014: $47,6872014Revenue 2015: $92,664Expenses 2015: $41,819Net Income 2015: $50,8452015Revenue 2016: $88,816Expenses 2016: $51,233Net Income 2016: $37,5832016Revenue 2017: $97,111Expenses 2017: $39,065Net Income 2017: $58,0462017Revenue 2018: $99,522Expenses 2018: $52,410Net Income 2018: $47,1122018Revenue 2019: $72,548Expenses 2019: $49,307Net Income 2019: $23,2412019Revenue 2020: $90,852Expenses 2020: $67,667Net Income 2020: $23,1852020Revenue 2021: $120,778Expenses 2021: $62,401Net Income 2021: $58,3772021Revenue 2022: $88,824Expenses 2022: $60,810Net Income 2022: $28,0142022Revenue 2023: $74,964Expenses 2023: $79,007Net Income 2023: -$4,0432023Revenue 2024: $145,057Expenses 2024: $44,092Net Income 2024: $100,9652024

Highlighted filing

2012

Revenue$84,447
Expenses$46,589
Net Income$37,858
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
04-3838462
Raw XML Appendix88 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/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/BenefitsPaidToOrForMembers044979
IRS990EZ/CashSavingsAndInvestments/BOY0175937
IRS990EZ/CashSavingsAndInvestments/EOY0230888
IRS990EZ/CostOtherBasisAndSalesExpenses053688
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear037858
IRS990EZ/FeesAndOthPymtToIndContractors01610
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GainOrLossFromSaleOfAssets0466
IRS990EZ/GrossAmountFromSaleOfAssets054154
IRS990EZ/GrossReceipts0138135
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome07526
IRS990EZ/MadeChangesToOrgnzngEtcDoc0true
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY0175937
IRS990EZ/NetAssetsOrFundBalancesBOY0175937
IRS990EZ/NetAssetsOrFundBalances/EOY0230888
IRS990EZ/NetAssetsOrFundBalancesEOY0230888
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/OtherChangesInNetAssets017093
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/ProgramServiceRevenue076455
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/BOY0175937
IRS990EZ/TotalAssets/EOY0230888
IRS990EZ/TotalExpenses046589
IRS990EZ/TotalRevenue084447
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0www.dickinson.edu
IRS990ScheduleO/GeneralExplanation/Explanation0On December 30, 2011, Dickinson College and TIAA-CREF Trust Company signed an amended and restated Trust Agreement for the Dickinson College Employee VEBA Trust.
IRS990ScheduleO/GeneralExplanation/Explanation1UNREALIZED GAINS ON INVESTMENTS 17093
IRS990ScheduleO/GeneralExplanation/Identifier0EXPLANATION FOR FORM 990-EZ, PART V, LINE 34
IRS990ScheduleO/GeneralExplanation/Identifier1Other Increases in Net Assets or Fund Balances
IRS990ScheduleO/GeneralExplanation/ReturnReference0Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043838462
ReturnHeader/Filer/Name/BusinessNameLine10DICKINSON COLLEGE EMPLOYEE VEBA TRUST
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/DateSigned02013-08-07
ReturnHeader/Officer/Name0STEPHEN COLLIER
ReturnHeader/Officer/Phone07172451383
ReturnHeader/Officer/Title0SVP,HEAD OF TAX
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-07T09:34:18-06:00

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
$230,888
Liabilities
$0
Net assets
$230,888
Revenue
$84,447
Expenses
$46,589
Net income
$37,858
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.00$0.00$0.00$1.45$0.44$1.01
2023Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$0.75$0.79$0.04
2022Detailed filing. Detailed filing data is available for this year.$5.98$0.00$5.98$0.89$0.61$0.28
2021Detailed filing. Detailed filing data is available for this year.$7.02$0.00$7.02$1.21$0.62$0.58
2020Detailed filing. Detailed filing data is available for this year.$6.42$0.00$6.42$0.91$0.68$0.23
2019Detailed filing. Detailed filing data is available for this year.$5.83$0.00$5.83$0.73$0.49$0.23
2018Detailed filing. Detailed filing data is available for this year.$4.92$0.00$4.92$1.00$0.52$0.47
2017Detailed filing. Detailed filing data is available for this year.$5.06$0.00$5.06$0.97$0.39$0.58
2016Detailed filing. Detailed filing data is available for this year.$4.06$0.00$4.06$0.89$0.51$0.38
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.93$0.42$0.51
2014Detailed filing. Detailed filing data is available for this year.$3.37$0.00$3.37$1.15$0.67$0.48
2013Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.97$0.53$0.44
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.31$0.00$2.31$0.84$0.47$0.38
2011Summary only. Only limited summary data is available for this year.$1.76$0.00$1.76$0.82$0.42$0.39