Employee Contribution Veba Trust Dickinson

990EZ • Fiscal year 2013 • EIN 04-3838462

Jan 01, 2013 to Dec 31, 2013 • Filed on Jun 20, 2014

Organization Profile www.dickinson.edu

P O Box 1773Carlisle, PA 17013-2896

(717) 245-1943

Siviq Scores

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

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

0.00x

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

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

46%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

$750

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2013 filings • 501(c)9 • <$500k nonprofits • Source year 2013

29%

Faster asset growth than 88% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

15%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • 501(c)9 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / Assets58th percentile

Assets

$297,318

Up $66,430 (+29%) from 2012

Net Assets

$297,318

Up $66,430 (+29%) from 2012

Liabilities

Flat

Flat from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin88th percentile

Revenue

$97,221

Up $12,774 (+15%) from 2012

Expenses

$52,887

Up $6,298 (+14%) from 2012

Net Income

$44,334

Up $6,476 (+17%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

Highlighted filing

2013

Assets$297,318

Liabilities$0

Net Assets$297,318

Open 2013 Filing

Operations Trend

Revenue Growth78th percentile

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

Highlighted filing

2013

Revenue$97,221

Expenses$52,887

Net Income$44,334

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: Jun 20, 2014
Return Version: 2013v3.1
Gross Receipts: $155,351

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.

Program Services

Description	Grants	Expenses
HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.	-	-

Compensation and Service Providers

Top Officer Pay80th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
-	Trustee	-	$750	-	$750

Filing and Contact Details

Filer

EIN: 04-3838462
Phone: 7172451943

Signing Officer

Name: Stephen Collier
Title: SVP,head of Tax
Phone: 7172451943
Signed: 2014-06-20

Supplemental Narrative

Additional Explanations

Part IV, Section B

“Tiaa-cref trust company, fsb is a directed trustee for the plan sponsor. Hours are on an as needed basis dependent on the plan sponsor's request.”

Form 990-EZ, Part I, Line 20

“Unrealized gains on investments 22096”

Raw XML Appendix90 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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BenefitsPaidToOrForMembersAmt	0	50832
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1	0	TIAA-CREF TRUST COMPANY FSB
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	8775353910
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	8625 Andrew Carnegie Blvd
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	Charlotte
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	NC
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	28262
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	230888
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	297318
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	58130
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	44334
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt	0	2055
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	230888
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	297318
IRS990EZ/GainOrLossFromSaleOfAssetsAmt	0	1146
IRS990EZ/GrossReceiptsAmt	0	155351
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIIIInd	0	X
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InfoInScheduleOPartIVInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	13808
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	0
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	230888
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	297318
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	230888
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	297318
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	1.0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/BusinessName/BusinessNameLine1	0	TIAA-CREF Trust Company FSB
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt	0	0
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	TRUSTEE
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherAssetsTotalDetail/EOYAmt	0	0
IRS990EZ/OtherChangesInNetAssetsAmt	0	22096
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	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.
IRS990EZ/ProgramServiceRevenueAmt	0	82267
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SaleOfAssetsGrossAmt	0	59276
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt	0	0
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt	0	0
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TaxImposedOnOrganizationMgrAmt	0	0
IRS990EZ/TaxImposedUnderIRC4911Amt	0	0
IRS990EZ/TaxImposedUnderIRC4912Amt	0	0
IRS990EZ/TaxImposedUnderIRC4955Amt	0	0
IRS990EZ/TaxReimbursedByOrganizationAmt	0	0
IRS990EZ/TotalExpensesAmt	0	52887
IRS990EZ/TotalRevenueAmt	0	97221
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/WebsiteAddressTxt	0	www.dickinson.edu
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	TIAA-CREF TRUST COMPANY, FSB IS A DIRECTED TRUSTEE FOR THE PLAN SPONSOR. HOURS ARE ON AN AS NEEDED BASIS DEPENDENT ON THE PLAN SPONSOR'S REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	1	UNREALIZED GAINS ON INVESTMENTS 22096
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	PART IV, SECTION B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STEPHEN COLLIER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	SVP,HEAD OF TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum	0	7172451943
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	EMPLOYEE CONTRIBUTION VEBA TRUST DICKINSON
ReturnHeader/Filer/BusinessNameControlTxt	0	DICK
ReturnHeader/Filer/EIN	0	043838462
ReturnHeader/Filer/PhoneNum	0	7172451943
ReturnHeader/Filer/USAddress/AddressLine1	0	P O BOX 1773
ReturnHeader/Filer/USAddress/City	0	CARLISLE
ReturnHeader/Filer/USAddress/State	0	PA
ReturnHeader/Filer/USAddress/ZIPCode	0	170132896
ReturnHeader/ReturnTs	0	2014-08-11T12:26:35-06:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $297,318
Liabilities: $0
Net assets: $297,318
Revenue: $97,221
Expenses: $52,887
Net income: $44,334

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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