Civic Intelligence

Employer-Contribution Veba Trust for University of San Francisco

990 • Fiscal year 2012 • EIN 04-7024785

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

C/O Tiaa-cref 8625 Andrew Carnegie28262
Siviq Scores

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

Liabilities / Assets

34th percentile

0.00x

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

2012 filings • 501(c)9 • $1M-$5M 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

86th percentile

30%

Faster asset growth than 86% of similar nonprofits.

2012 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

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.

Historical Trend

Balance Sheet Trend

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

$15M$10M$5.0M$0Assets 2011: $1,678,854Liabilities 2011: $0Net Assets 2011: $1,678,8542011Assets 2012: $2,174,567Liabilities 2012: $0Net Assets 2012: $2,174,5672012Assets 2013: $2,809,418Liabilities 2013: $0Net Assets 2013: $2,809,4182013Assets 2014: $3,226,288Liabilities 2014: $0Net Assets 2014: $3,226,2882014Assets 2015: $3,512,845Liabilities 2015: $0Net Assets 2015: $3,512,8452015Assets 2016: $4,080,391Liabilities 2016: $0Net Assets 2016: $4,080,3912016Assets 2017: $5,043,594Liabilities 2017: $0Net Assets 2017: $5,043,5942017Assets 2018: $4,955,108Liabilities 2018: $0Net Assets 2018: $4,955,1082018Assets 2019: $6,063,540Liabilities 2019: $0Net Assets 2019: $6,063,5402019Assets 2020: $7,038,485Liabilities 2020: $0Net Assets 2020: $7,038,4852020Assets 2021: $7,923,773Liabilities 2021: $0Net Assets 2021: $7,923,7732021Assets 2022: $7,011,601Liabilities 2022: $0Net Assets 2022: $7,011,6012022Assets 2023: $8,303,781Liabilities 2023: $0Net Assets 2023: $8,303,7812023Assets 2024: $10,752,674Liabilities 2024: $0Net Assets 2024: $10,752,6742024

Highlighted filing

2012

Assets$2,174,567
Liabilities$0
Net Assets$2,174,567

Operations Trend

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

$3.0M$2.0M$1.0M$0Revenue 2011: $389,250Expenses 2011: $60,901Net Income 2011: $328,3492011Expenses 2012: $64,7242012Revenue 2013: $497,876Expenses 2013: $77,876Net Income 2013: $420,0002013Revenue 2014: $574,333Expenses 2014: $88,839Net Income 2014: $485,4942014Revenue 2015: $596,001Expenses 2015: $91,883Net Income 2015: $504,1182015Revenue 2016: $598,094Expenses 2016: $86,565Net Income 2016: $511,5292016Revenue 2017: $625,273Expenses 2017: $112,446Net Income 2017: $512,8272017Revenue 2018: $701,984Expenses 2018: $143,123Net Income 2018: $558,8612018Revenue 2019: $561,894Expenses 2019: $154,949Net Income 2019: $406,9452019Revenue 2020: $706,204Expenses 2020: $158,973Net Income 2020: $547,2312020Revenue 2021: $984,693Expenses 2021: $177,649Net Income 2021: $807,0442021Revenue 2022: $764,106Expenses 2022: $168,271Net Income 2022: $595,8352022Revenue 2023: $671,832Expenses 2023: $172,935Net Income 2023: $498,8972023Revenue 2024: $2,287,317Expenses 2024: $214,650Net Income 2024: $2,072,6672024

Highlighted filing

2012

Revenue-
Expenses$64,724
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 4, 2013
Return Version
2012v2.1
Gross Receipts
$678,487
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
04-7024785
Raw XML Appendix256 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/AddressLine102130 Fulton Street
IRS990/AddressPrincipalOfficerUS/City0San Francisco
IRS990/AddressPrincipalOfficerUS/State0CA
IRS990/AddressPrincipalOfficerUS/ZIPCode094117
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY018062
IRS990/BenefitsPaidToMembersPriorYear013399
IRS990/BenefitsToMembers/ProgramServices018062
IRS990/BenefitsToMembers/Total018062
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY01678854
IRS990/CapStckTrstPrinCurrentFunds/EOY02174567
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/ManagementAndGeneral046662
IRS990/FeesForServicesManagement/Total046662
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/Securities010629
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0284242
IRS990/GrossReceipts0678487
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear086222
IRS990/InvestmentIncome/ExclusionAmount075593
IRS990/InvestmentIncomePriorYear065953
IRS990/InvestmentIncome/TotalRevenueColumn075593
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY01678854
IRS990/InvestmentsPubTradedSecurities/EOY02174567
IRS990/LessCostOthBasisSalesExpenses/Securities0273613
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/NameOfPrincipalOfficerPerson0Martha Peugh-Wade
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY01678854
IRS990/NetAssetsOrFundBalancesEOY02174567
IRS990/NetGainOrLossInvestments/ExclusionAmount010629
IRS990/NetGainOrLossInvestments/TotalRevenueColumn010629
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear047502
IRS990/OtherExpensesCurrentYear046662
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY0318652
IRS990/ProgramServiceRevenue/Description0EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenuePriorYear0323297
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0318652
IRS990/ProgramServiceRevenue/TotalRevenueColumn0318652
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses0340150
IRS990/ReconciliationUnrealizedInvest0155563
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY0340150
IRS990/RevenuesLessExpensesPriorYear0328349
IRS990/SalariesEtcCurrentYear00
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0TIAA-CREF TRUST COMPANY
IRS990ScheduleO/GeneralExplanation/Explanation1On 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/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 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/Explanation5The change in accounting method is due to the change in record keepers to TIAA-CREF Trust Company.
IRS990ScheduleO/GeneralExplanation/Explanation6The 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/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/Identifier5CHANGE IN ACCOUNTING METHOD OR DESCRIPTION OF OTHER METHOD USED
IRS990ScheduleO/GeneralExplanation/Identifier6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990ScheduleO/GeneralExplanation/ReturnReference0THE ORGANIZATION'S ADDRESS CHANGED TO THE ADDRESS OF THE TRUSTEE
IRS990ScheduleO/GeneralExplanation/ReturnReference1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 11, PART XII, LINE 1
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine102130 Fulton Street
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0San Francisco
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0CA
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode094117
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10Not Applicable
IRS990ScheduleR/Form990ScheduleRPartII/EIN0941156628
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0CA
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10University of San Francisco
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/StatesWhereCopyOfReturnIsFiled0CA
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/BOY01678854
IRS990/TotalAssetsBOY01678854
IRS990/TotalAssets/EOY02174567
IRS990/TotalAssetsEOY02174567
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear064724
IRS990/TotalExpensesPriorYear060901
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral046662
IRS990/TotalFunctionalExpenses/ProgramServices018062
IRS990/TotalFunctionalExpenses/Total064724
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY01678854
IRS990/TotalLiabNetAssetsFundBalances/EOY02174567
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY01678854
IRS990/TotalNetAssetsFundBalances/EOY02174567
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0318652
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0750
IRS990/TotalRevenueCurrentYear0404874
IRS990/TotalRevenue/ExclusionAmount086222
IRS990/TotalRevenuePriorYear0389250
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0318652
IRS990/TotalRevenue/TotalRevenueColumn0404874
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0www.usfca.edu
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02006
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0047024785
ReturnHeader/Filer/Name/BusinessNameLine10EMPLOYER-CONTRIBUTION VEBA TRUST UNIVERSITY
ReturnHeader/Filer/NameControl0UNIV
ReturnHeader/Filer/Phone08775353910
ReturnHeader/Filer/USAddress/AddressLine10C/O TIAA-CREF 8625 ANDREW CARNEGIE
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/Timestamp02013-08-04T19:50:11-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$10.8$0.00$10.8$2.29$0.21$2.07
2023Detailed filing. Detailed filing data is available for this year.$8.30$0.00$8.30$0.67$0.17$0.50
2022Detailed filing. Detailed filing data is available for this year.$7.01$0.00$7.01$0.76$0.17$0.60
2021Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.98$0.18$0.81
2020Detailed filing. Detailed filing data is available for this year.$7.04$0.00$7.04$0.71$0.16$0.55
2019Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.56$0.15$0.41
2018Detailed filing. Detailed filing data is available for this year.$4.96$0.00$4.96$0.70$0.14$0.56
2017Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.63$0.11$0.51
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.60$0.09$0.51
2015Detailed filing. Detailed filing data is available for this year.$3.51$0.00$3.51$0.60$0.09$0.50
2014Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.57$0.09$0.49
2013Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.50$0.08$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.17$0.00$2.17$0.06
2011Summary only. Only limited summary data is available for this year.$1.68$0.00$1.68$0.39$0.06$0.33
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2012 filings • NTEE Y43 • $1M-$5M nonprofits