Civic Intelligence

Employee Contribution University of the South

990 • Fiscal year 2012 • EIN 04-3838470

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 04, 2013

Organization ProfileWWW.SEWANEE.EDU
8625 Andrew Carnegie Blvd Attn Corp28262
Siviq Scores

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

Liabilities / Assets

46th percentile

0.00x

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

2012 filings • 501(c)9 • $500k-$1M 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

88th percentile

36%

Faster asset growth than 88% of similar nonprofits.

2012 filings • 501(c)9 • $500k-$1M 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 / Assets46th percentile

Assets

Up

$140,985

Up $37,366 (+36%) from 2011

Net Assets

Up

$140,985

Up $37,366 (+36%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$318,697

Up $59,218 (+23%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$600K$400K$200K$0Assets 2011: $103,619Liabilities 2011: $0Net Assets 2011: $103,6192011Assets 2012: $140,985Liabilities 2012: $0Net Assets 2012: $140,9852012Assets 2013: $183,572Liabilities 2013: $0Net Assets 2013: $183,5722013Assets 2014: $219,481Liabilities 2014: $0Net Assets 2014: $219,4812014Assets 2015: $241,220Liabilities 2015: $0Net Assets 2015: $241,2202015Assets 2016: $292,806Liabilities 2016: $0Net Assets 2016: $292,8062016Assets 2017: $313,719Liabilities 2017: $0Net Assets 2017: $313,7192017Assets 2018: $286,508Liabilities 2018: $0Net Assets 2018: $286,5082018Assets 2019: $349,348Liabilities 2019: $0Net Assets 2019: $349,3482019Assets 2020: $381,005Liabilities 2020: $0Net Assets 2020: $381,0052020Assets 2021: $402,784Liabilities 2021: $0Net Assets 2021: $402,7842021Assets 2022: $351,789Liabilities 2022: $0Net Assets 2022: $351,7892022Assets 2023: $374,565Liabilities 2023: $0Net Assets 2023: $374,5652023Assets 2024: $371,399Liabilities 2024: $0Net Assets 2024: $371,3992024

Highlighted filing

2012

Assets$140,985
Liabilities$0
Net Assets$140,985
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $275,063Expenses 2011: $259,479Net Income 2011: $15,5842011Expenses 2012: $318,6972012Revenue 2013: $308,139Expenses 2013: $276,036Net Income 2013: $32,1032013Revenue 2014: $343,691Expenses 2014: $303,734Net Income 2014: $39,9572014Revenue 2015: $272,680Expenses 2015: $236,387Net Income 2015: $36,2932015Revenue 2016: $250,807Expenses 2016: $202,662Net Income 2016: $48,1452016Revenue 2017: $258,517Expenses 2017: $258,295Net Income 2017: $2222017Revenue 2018: $261,427Expenses 2018: $257,072Net Income 2018: $4,3552018Revenue 2019: $237,416Expenses 2019: $206,730Net Income 2019: $30,6862019Revenue 2020: $231,673Expenses 2020: $215,418Net Income 2020: $16,2552020Revenue 2021: $189,410Expenses 2021: $162,713Net Income 2021: $26,6972021Revenue 2022: $162,238Expenses 2022: $144,133Net Income 2022: $18,1052022Revenue 2023: $151,209Expenses 2023: $154,708Net Income 2023: -$3,4992023Revenue 2024: $167,186Expenses 2024: $161,608Net Income 2024: $5,5782024

Highlighted filing

2012

Revenue-
Expenses$318,697
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 4, 2013
Return Version
2012v2.1
Gross Receipts
$668,155
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
04-3838470
Raw XML Appendix253 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/AddressChange0X
IRS990/AddressPrincipalOfficerUS/AddressLine10735 University Avenue
IRS990/AddressPrincipalOfficerUS/City0Sewanee
IRS990/AddressPrincipalOfficerUS/State0TN
IRS990/AddressPrincipalOfficerUS/ZIPCode037383
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY0314166
IRS990/BenefitsPaidToMembersPriorYear0253806
IRS990/BenefitsToMembers/ProgramServices0314166
IRS990/BenefitsToMembers/Total0314166
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY0103619
IRS990/CapStckTrstPrinCurrentFunds/EOY0140985
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/ManagementAndGeneral04531
IRS990/FeesForServicesManagement/Total04531
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/Securities0194
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0321953
IRS990/GrossReceipts0668155
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InvestmentIncomeCurrentYear04547
IRS990/InvestmentIncome/ExclusionAmount04353
IRS990/InvestmentIncomePriorYear02194
IRS990/InvestmentIncome/TotalRevenueColumn04353
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0103619
IRS990/InvestmentsPubTradedSecurities/EOY0140985
IRS990/LessCostOthBasisSalesExpenses/Securities0321759
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/NameOfPrincipalOfficerPerson0SARAH SUTHERLAND
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0103619
IRS990/NetAssetsOrFundBalancesEOY0140985
IRS990/NetGainOrLossInvestments/ExclusionAmount0194
IRS990/NetGainOrLossInvestments/TotalRevenueColumn0194
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear05673
IRS990/OtherExpensesCurrentYear04531
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/PriorExcessBenefitTransaction0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY0341849
IRS990/ProgramServiceRevenue/Description0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear0272869
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0341849
IRS990/ProgramServiceRevenue/TotalRevenueColumn0341849
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationOtherChanges01
IRS990/ReconcilationRevenueExpenses027699
IRS990/ReconciliationUnrealizedInvest09666
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY027699
IRS990/RevenuesLessExpensesPriorYear015584
IRS990/SalariesEtcCurrentYear00
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0TIAA-CREF TRUST COMPANY PART XI, LINE 5 AN ADJUSTMENT TO THE CURRENT YEAR NET ASSETS REFLECTED IN PART I LINE 22 OF $9,666 REPRESENTS UNREALIZED GAINS ON INVESTMENTS CARRIED AT FMV FOR THE 2012 TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation1On December 30, 2011, the University of the South and TIAA-CREF Trust Company signed an amended and restated Trust Agreement for the Employee Contribution VEBA Trust The University of the South.
IRS990ScheduleO/GeneralExplanation/Explanation2TIAA-CREF Trust Company is a directed trustee for the organization. All requests received from the plan sponsor or participants are captured through a recorded line or service request.
IRS990ScheduleO/GeneralExplanation/Explanation3TIAA-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/Explanation4The organization has not adopted any formal policies, nor does the organization have any direct employees. The organization does follow the documents and policies of the plan sponsor which is available upon request.
IRS990ScheduleO/GeneralExplanation/Explanation5Amount listed on Line 9, of $1.00 represents rounding.
IRS990ScheduleO/GeneralExplanation/Identifier0HEADING, ITEM B
IRS990ScheduleO/GeneralExplanation/Identifier1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier4DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier5EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleO/GeneralExplanation/ReturnReference0THE ORGANIZATION'S ADDRESS WAS CHANGED TO THE ADDRESS OF THE TRUSTEE
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10735 University Avenue
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Sewanee
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0TN
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode037383
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10Not Applicable
IRS990ScheduleR/Form990ScheduleRPartII/EIN0620475697
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0TN
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10University of the South
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/BOY0103619
IRS990/TotalAssetsBOY0103619
IRS990/TotalAssets/EOY0140985
IRS990/TotalAssetsEOY0140985
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear0318697
IRS990/TotalExpensesPriorYear0259479
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral04531
IRS990/TotalFunctionalExpenses/ProgramServices0314166
IRS990/TotalFunctionalExpenses/Total0318697
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0103619
IRS990/TotalLiabNetAssetsFundBalances/EOY0140985
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0103619
IRS990/TotalNetAssetsFundBalances/EOY0140985
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0341849
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0750
IRS990/TotalRevenueCurrentYear0346396
IRS990/TotalRevenue/ExclusionAmount04547
IRS990/TotalRevenuePriorYear0275063
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0341849
IRS990/TotalRevenue/TotalRevenueColumn0346396
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0WWW.SEWANEE.EDU
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02005
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0043838470
ReturnHeader/Filer/Name/BusinessNameLine10EMPLOYEE-CONTRIBUTION VEBA TRUST THE
ReturnHeader/Filer/NameControl0UNIV
ReturnHeader/Filer/Phone08775353910
ReturnHeader/Filer/USAddress/AddressLine108625 ANDREW CARNEGIE BLVD ATTN CORP
ReturnHeader/Filer/USAddress/City0CHARLOTTE
ReturnHeader/Filer/USAddress/State0NC
ReturnHeader/Filer/USAddress/ZIPCode028262
ReturnHeader/Officer/DateSigned02013-08-04
ReturnHeader/Officer/Name0STEPHEN COLLIER
ReturnHeader/Officer/Phone08775353910
ReturnHeader/Officer/Title0SVP,HEAD OF TAX
ReturnHeader/ReturnType0990
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-04T19:46:19-06:00

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
$140,985
Liabilities
$0
Net assets
$140,985
Revenue
-
Expenses
$318,697
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$1.67$1.62$0.06
2023Detailed filing. Detailed filing data is available for this year.$3.75$0.00$3.75$1.51$1.55$0.03
2022Detailed filing. Detailed filing data is available for this year.$3.52$0.00$3.52$1.62$1.44$0.18
2021Detailed filing. Detailed filing data is available for this year.$4.03$0.00$4.03$1.89$1.63$0.27
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$2.32$2.15$0.16
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$2.37$2.07$0.31
2018Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$2.61$2.57$0.04
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$2.59$2.58$0.00
2016Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$2.51$2.03$0.48
2015Detailed filing. Detailed filing data is available for this year.$2.41$0.00$2.41$2.73$2.36$0.36
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$3.44$3.04$0.40
2013Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$3.08$2.76$0.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.41$0.00$1.41$3.19
2011Summary only. Only limited summary data is available for this year.$1.04$0.00$1.04$2.75$2.59$0.16