Liabilities / Assets
34th percentile
Tied with the lowest-debt nonprofits in its peer group.
990 • Fiscal year 2012 • EIN 04-7024785
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
34th percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
Score unavailable
Liabilities-to-revenue requires both liabilities and revenue on this filing.
Net Margin
Score unavailable
Net margin requires both revenue and expenses on this filing.
Top Officer Pay
Score unavailable
This filing does not contain officer compensation rows.
Asset Growth
86th percentile
Faster asset growth than 86% of similar nonprofits.
Revenue Growth
Score unavailable
No valid filing value is available for this score.
Assets
Up$2,174,567
Up $495,713 (+30%) from 2011
Net Assets
Up$2,174,567
Up $495,713 (+30%) from 2011
Liabilities
Flat$0
Flat from 2011
Revenue
-
No earlier filing loaded for comparison.
Expenses
Up$64,724
Up $3,823 (+6.3%) from 2011
Net Income
-
No earlier filing loaded for comparison.
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.
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/AccountantCompileOrReview | 0 | false |
| IRS990/ActivitiesConductedPartnership | 0 | false |
| IRS990/ActivityOrMissionDescription | 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. |
| IRS990/AddressChange | 0 | X |
| IRS990/AddressPrincipalOfficerUS/AddressLine1 | 0 | 2130 Fulton Street |
| IRS990/AddressPrincipalOfficerUS/City | 0 | San Francisco |
| IRS990/AddressPrincipalOfficerUS/State | 0 | CA |
| IRS990/AddressPrincipalOfficerUS/ZIPCode | 0 | 94117 |
| IRS990/AuditCommittee | 0 | true |
| IRS990/BenefitsPaidToMembersCY | 0 | 18062 |
| IRS990/BenefitsPaidToMembersPriorYear | 0 | 13399 |
| IRS990/BenefitsToMembers/ProgramServices | 0 | 18062 |
| IRS990/BenefitsToMembers/Total | 0 | 18062 |
| IRS990/BsnssRltnshpThruFamilyMember | 0 | false |
| IRS990/BsnssRltnshpWithOrganization | 0 | false |
| IRS990/CapStckTrstPrinCurrentFunds/BOY | 0 | 1678854 |
| IRS990/CapStckTrstPrinCurrentFunds/EOY | 0 | 2174567 |
| IRS990/ChangesToOrganizingDocs | 0 | true |
| IRS990/CollectionsOfArt | 0 | false |
| IRS990/CompensationFromOtherSources | 0 | false |
| IRS990/CompensationProcessCEO | 0 | false |
| IRS990/CompensationProcessOther | 0 | false |
| IRS990/ConflictOfInterestPolicy | 0 | false |
| IRS990/ConservationEasements | 0 | false |
| IRS990/ConsolidatedAuditFinancialStmt | 0 | true |
| IRS990/ContributionsGrantsCurrentYear | 0 | 0 |
| IRS990/CreditCounseling | 0 | false |
| IRS990/DecisionsSubjectToApproval | 0 | false |
| IRS990/DeductibleContributionsOfArt | 0 | false |
| IRS990/DeductibleNonCashContributions | 0 | false |
| IRS990/DelegationOfManagementDuties | 0 | false |
| IRS990/DescribedIn501C3 | 0 | false |
| IRS990/Description | 0 | HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS. |
| IRS990/DisregardedEntity | 0 | false |
| IRS990/DocumentRetentionPolicy | 0 | false |
| IRS990/DonorAdvisedFunds | 0 | false |
| IRS990/DoNotFollowSFAS117 | 0 | X |
| IRS990/ElectionOfBoardMembers | 0 | false |
| IRS990/FamilyOrBusinessRelationship | 0 | false |
| IRS990/FederalGrantAuditRequired | 0 | false |
| IRS990/FeesForServicesManagement/ManagementAndGeneral | 0 | 46662 |
| IRS990/FeesForServicesManagement/Total | 0 | 46662 |
| IRS990/ForeignActivities | 0 | false |
| IRS990/ForeignFinancialAccount | 0 | false |
| IRS990/ForeignOffice | 0 | false |
| IRS990/Form990PartVIISectionA/AverageHoursPerWeek | 0 | 1.00 |
| IRS990/Form990PartVIISectionA/InstitutionalTrustee | 0 | X |
| IRS990/Form990PartVIISectionA/NameBusiness/BusinessNameLine1 | 0 | TIAA-CREF Trust Company |
| IRS990/Form990PartVIISectionA/OtherCompensation | 0 | 0 |
| IRS990/Form990PartVIISectionA/ReportableCompFromOrganization | 0 | 750 |
| IRS990/Form990PartVIISectionA/ReportableCompFromRelatedOrgs | 0 | 0 |
| IRS990/Form990PartVIISectionA/Title | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGoverningBody | 0 | true |
| IRS990/FormersListed | 0 | false |
| IRS990/FSAudited | 0 | true |
| IRS990/FSAuditedBasis/FinancialStatementConsolidated | 0 | X |
| IRS990/FundraisingActivities | 0 | false |
| IRS990/GainOrLoss/Securities | 0 | 10629 |
| IRS990/Gaming | 0 | false |
| IRS990/GrantsAndSimilarAmntsCY | 0 | 0 |
| IRS990/GrantsToIndividuals | 0 | false |
| IRS990/GrantsToOrganizations | 0 | false |
| IRS990/GrantToRelatedPerson | 0 | false |
| IRS990/GrossAmountSalesAssets/Securities | 0 | 284242 |
| IRS990/GrossReceipts | 0 | 678487 |
| IRS990/GroupReturnForAffiliates | 0 | false |
| IRS990/Hospital | 0 | false |
| IRS990/IndependentAuditFinancialStmt | 0 | false |
| IRS990/IndoorTanningServices | 0 | false |
| IRS990/InfoInScheduleOPartVI | 0 | X |
| IRS990/InfoInScheduleOPartXI | 0 | X |
| IRS990/InfoInScheduleOPartXII | 0 | X |
| IRS990/InvestmentIncomeCurrentYear | 0 | 86222 |
| IRS990/InvestmentIncome/ExclusionAmount | 0 | 75593 |
| IRS990/InvestmentIncomePriorYear | 0 | 65953 |
| IRS990/InvestmentIncome/TotalRevenueColumn | 0 | 75593 |
| IRS990/InvestmentInJointVenture | 0 | false |
| IRS990/InvestmentsPubTradedSecurities/BOY | 0 | 1678854 |
| IRS990/InvestmentsPubTradedSecurities/EOY | 0 | 2174567 |
| IRS990/LessCostOthBasisSalesExpenses/Securities | 0 | 273613 |
| IRS990/LoanToOfficerOrDQP | 0 | false |
| IRS990/LocalChapters | 0 | false |
| IRS990/MaterialDiversionOrMisuse | 0 | false |
| IRS990/MembersOrStockholders | 0 | false |
| IRS990/MethodOfAccountingCash | 0 | X |
| IRS990/MinutesOfCommittees | 0 | false |
| IRS990/MinutesOfGoverningBody | 0 | false |
| IRS990/MissionDescription | 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. |
| IRS990/MoreThan5000KToIndividuals | 0 | false |
| IRS990/MoreThan5000KToOrganizations | 0 | false |
| IRS990/NameOfPrincipalOfficerPerson | 0 | Martha Peugh-Wade |
| IRS990/NbrIndependentVotingMembers | 0 | 0 |
| IRS990/NbrVotingGoverningBodyMembers | 0 | 1 |
| IRS990/NbrVotingMembersGoverningBody | 0 | 1 |
| IRS990/NetAssetsOrFundBalancesBOY | 0 | 1678854 |
| IRS990/NetAssetsOrFundBalancesEOY | 0 | 2174567 |
| IRS990/NetGainOrLossInvestments/ExclusionAmount | 0 | 10629 |
| IRS990/NetGainOrLossInvestments/TotalRevenueColumn | 0 | 10629 |
| IRS990/NetUnrelatedBusinessTxblIncome | 0 | 0 |
| IRS990/NoListedPersonsCompensated | 0 | X |
| IRS990/NonDeductibleContributions | 0 | false |
| IRS990/NumberFormsTransmittedWith1096 | 0 | 0 |
| IRS990/NumberIndependentVotingMembers | 0 | 0 |
| IRS990/NumberOfEmployees | 0 | 0 |
| IRS990/NumberW2GIncluded | 0 | 0 |
| IRS990/OfficerEntityWithBsnssRltnshp | 0 | false |
| IRS990/OfficerMailingAddress | 0 | false |
| IRS990/Organization501c | 0 | X |
| IRS990/OtherExpensePriorYear | 0 | 47502 |
| IRS990/OtherExpensesCurrentYear | 0 | 46662 |
| IRS990/OtherRevenueCurrentYear | 0 | 0 |
| IRS990/PartialLiquidation | 0 | false |
| IRS990/PoliticalActivities | 0 | false |
| IRS990/ProfessionalFundraising | 0 | false |
| IRS990/ProgramServiceRevenue/BusinessCode | 0 | 900099 |
| IRS990/ProgramServiceRevenueCY | 0 | 318652 |
| IRS990/ProgramServiceRevenue/Description | 0 | EMPLOYER CONTRIBUTION |
| IRS990/ProgramServiceRevenuePriorYear | 0 | 323297 |
| IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome | 0 | 318652 |
| IRS990/ProgramServiceRevenue/TotalRevenueColumn | 0 | 318652 |
| IRS990/ProhibitedTaxShelterTrans | 0 | false |
| IRS990/ReconcilationRevenueExpenses | 0 | 340150 |
| IRS990/ReconciliationUnrealizedInvest | 0 | 155563 |
| IRS990/RelatedEntity | 0 | true |
| IRS990/RelatedOrgControlledEntity | 0 | false |
| IRS990/ReportFin48Footnote | 0 | false |
| IRS990/ReportInvestOthSecurities | 0 | false |
| IRS990/ReportLandBldgEquip | 0 | false |
| IRS990/ReportOtherAssets | 0 | false |
| IRS990/ReportOtherLiabilities | 0 | false |
| IRS990/ReportProgRelInvest | 0 | false |
| IRS990/RevenuesLessExpensesCY | 0 | 340150 |
| IRS990/RevenuesLessExpensesPriorYear | 0 | 328349 |
| IRS990/SalariesEtcCurrentYear | 0 | 0 |
| IRS990/ScheduleBRequired | 0 | false |
| IRS990/ScheduleJRequired | 0 | false |
| IRS990ScheduleO/GeneralExplanation/Explanation | 0 | TIAA-CREF TRUST COMPANY |
| IRS990ScheduleO/GeneralExplanation/Explanation | 1 | On December 30, 2011, the University of San Francisco and TIAA-CREF Trust Company signed an amended and restated Trust Agreement for the Employer-Contribution VEBA Trust University of San Francisco. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 2 | TIAA-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/Explanation | 3 | TIAA-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/Explanation | 4 | The organization has not adopted and 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/Explanation | 5 | The change in accounting method is due to the change in record keepers to TIAA-CREF Trust Company. |
| IRS990ScheduleO/GeneralExplanation/Explanation | 6 | The adjustment to net assets reflected on Part I, line 22 of $155,563 represents unrealized gains on investments carried at FMV for the 2012 tax year. |
| IRS990ScheduleO/GeneralExplanation/Identifier | 0 | HEADING, ITEM B |
| IRS990ScheduleO/GeneralExplanation/Identifier | 1 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4 |
| IRS990ScheduleO/GeneralExplanation/Identifier | 2 | EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a |
| IRS990ScheduleO/GeneralExplanation/Identifier | 3 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/GeneralExplanation/Identifier | 4 | DESCRIPTION FOR MAKING DOCUMENTS PUBLIC |
| IRS990ScheduleO/GeneralExplanation/Identifier | 5 | CHANGE IN ACCOUNTING METHOD OR DESCRIPTION OF OTHER METHOD USED |
| IRS990ScheduleO/GeneralExplanation/Identifier | 6 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 0 | THE ORGANIZATION'S ADDRESS CHANGED TO THE ADDRESS OF THE TRUSTEE |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 1 | FORM 990, PAGE 6, PART VI, LINE 19 |
| IRS990ScheduleO/GeneralExplanation/ReturnReference | 2 | FORM 990, PAGE 11, PART XII, LINE 1 |
| IRS990/ScheduleORequired | 0 | true |
| IRS990ScheduleR/ExchangeOfAssets | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine1 | 0 | 2130 Fulton Street |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City | 0 | San Francisco |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State | 0 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode | 0 | 94117 |
| IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg | 0 | false |
| IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine1 | 0 | Not Applicable |
| IRS990ScheduleR/Form990ScheduleRPartII/EIN | 0 | 941156628 |
| IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection | 0 | 501(c)(3) |
| IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState | 0 | CA |
| IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine1 | 0 | University of San Francisco |
| IRS990ScheduleR/Form990ScheduleRPartII/PrimaryActivities | 0 | Higher Education |
| IRS990ScheduleR/Form990ScheduleRPartII/PublicCharityStatus | 0 | 170(b)(1)(A)(ii) |
| IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg | 0 | false |
| IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg | 0 | false |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrg | 0 | false |
| IRS990ScheduleR/OtherTransferFromOtherOrg | 0 | true |
| IRS990ScheduleR/OtherTransferToOtherOrg | 0 | false |
| IRS990ScheduleR/PerformOfServicesByOtherOrgs | 0 | false |
| IRS990ScheduleR/PerformOfServicesForOtherOrgs | 0 | false |
| IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg | 0 | false |
| IRS990ScheduleR/ReceiptOfIntAnnRentsRoyalties | 0 | false |
| IRS990ScheduleR/ReimbursementPaidByOtherOrg | 0 | false |
| IRS990ScheduleR/ReimbursementPaidToOtherOrg | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesFrOtherOrgs | 0 | false |
| IRS990ScheduleR/RentalOfFacilitiesToOtherOrgs | 0 | false |
| IRS990ScheduleR/SaleOfAssetsToOtherOrg | 0 | false |
| IRS990ScheduleR/SharingOfFacilities | 0 | false |
| IRS990ScheduleR/SharingOfPaidEmployees | 0 | false |
| IRS990/School | 0 | false |
| IRS990/SignificantChange | 0 | false |
| IRS990/SignificantNewProgramServices | 0 | false |
| IRS990/StateLegalDomicile | 0 | MO |
| IRS990/StatesWhereCopyOfReturnIsFiled | 0 | CA |
| IRS990/SubjectToProxyTax | 0 | false |
| IRS990/TaxablePartyNotification | 0 | false |
| IRS990/TaxExemptBonds | 0 | false |
| IRS990/Terminated | 0 | false |
| IRS990/TermOrPermanentEndowments | 0 | false |
| IRS990/TheBooksAreInCareOf/AddressUS/AddressLine1 | 0 | 8625 Andrew Carnegie Blvd |
| IRS990/TheBooksAreInCareOf/AddressUS/City | 0 | Charlotte |
| IRS990/TheBooksAreInCareOf/AddressUS/State | 0 | NC |
| IRS990/TheBooksAreInCareOf/AddressUS/ZIPCode | 0 | 28262 |
| IRS990/TheBooksAreInCareOf/NameBusiness/BusinessNameLine1 | 0 | TIAA-CREF TRUST COMPANY |
| IRS990/TheBooksAreInCareOf/TelephoneNumber | 0 | 8775353910 |
| IRS990/TotalAssets/BOY | 0 | 1678854 |
| IRS990/TotalAssetsBOY | 0 | 1678854 |
| IRS990/TotalAssets/EOY | 0 | 2174567 |
| IRS990/TotalAssetsEOY | 0 | 2174567 |
| IRS990/TotalCompGT150K | 0 | false |
| IRS990/TotalExpensesCurrentYear | 0 | 64724 |
| IRS990/TotalExpensesPriorYear | 0 | 60901 |
| IRS990/TotalFunctionalExpenses/Fundraising | 0 | 0 |
| IRS990/TotalFunctionalExpenses/ManagementAndGeneral | 0 | 46662 |
| IRS990/TotalFunctionalExpenses/ProgramServices | 0 | 18062 |
| IRS990/TotalFunctionalExpenses/Total | 0 | 64724 |
| IRS990/TotalFundrsngExpCurrentYear | 0 | 0 |
| IRS990/TotalGrossUBI | 0 | 0 |
| IRS990/TotalLiabilities/BOY | 0 | 0 |
| IRS990/TotalLiabilitiesBOY | 0 | 0 |
| IRS990/TotalLiabilities/EOY | 0 | 0 |
| IRS990/TotalLiabilitiesEOY | 0 | 0 |
| IRS990/TotalLiabNetAssetsFundBalances/BOY | 0 | 1678854 |
| IRS990/TotalLiabNetAssetsFundBalances/EOY | 0 | 2174567 |
| IRS990/TotalNbrEmployees | 0 | 0 |
| IRS990/TotalNetAssetsFundBalances/BOY | 0 | 1678854 |
| IRS990/TotalNetAssetsFundBalances/EOY | 0 | 2174567 |
| IRS990/TotalOtherCompensation | 0 | 0 |
| IRS990/TotalProfFundrsngExpCY | 0 | 0 |
| IRS990/TotalProgramServiceRevenue | 0 | 318652 |
| IRS990/TotalReportableCompFrmRltdOrgs | 0 | 0 |
| IRS990/TotalReportableCompFromOrg | 0 | 750 |
| IRS990/TotalRevenueCurrentYear | 0 | 404874 |
| IRS990/TotalRevenue/ExclusionAmount | 0 | 86222 |
| IRS990/TotalRevenuePriorYear | 0 | 389250 |
| IRS990/TotalRevenue/RelatedOrExemptFunctionIncome | 0 | 318652 |
| IRS990/TotalRevenue/TotalRevenueColumn | 0 | 404874 |
| IRS990/TypeOfOrganizationTrust | 0 | X |
| IRS990/UnrelatedBusinessIncome | 0 | false |
| IRS990/UponRequest | 0 | X |
| IRS990/WebSite | 0 | www.usfca.edu |
| IRS990/WhistleblowerPolicy | 0 | false |
| IRS990/YearFormation | 0 | 2006 |
| ReturnHeader/BuildTS | 0 | 2016-02-24 21:20:13Z |
| ReturnHeader/Filer/EIN | 0 | 047024785 |
| ReturnHeader/Filer/Name/BusinessNameLine1 | 0 | EMPLOYER-CONTRIBUTION VEBA TRUST UNIVERSITY |
| ReturnHeader/Filer/NameControl | 0 | UNIV |
| ReturnHeader/Filer/Phone | 0 | 8775353910 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | C/O TIAA-CREF 8625 ANDREW CARNEGIE |
| ReturnHeader/Filer/USAddress/City | 0 | CHARLOTTE |
| ReturnHeader/Filer/USAddress/State | 0 | NC |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 28262 |
| ReturnHeader/Officer/DateSigned | 0 | 2013-08-04 |
| ReturnHeader/Officer/Name | 0 | STEPHEN COLLIER |
| ReturnHeader/Officer/Phone | 0 | 8775353910 |
| ReturnHeader/Officer/Title | 0 | SVP,HEAD OF TAX |
| ReturnHeader/ReturnType | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDate | 0 | 2012-01-01 |
| ReturnHeader/TaxPeriodEndDate | 0 | 2012-12-31 |
| ReturnHeader/TaxYear | 0 | 2012 |
| ReturnHeader/Timestamp | 0 | 2013-08-04T19:50:11-06:00 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2012 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.
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