Civic Intelligence

Employee After Tax Contribution Veba Trust for Ithaca College

990 • Fiscal year 2012 • EIN 04-7024786

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 02, 2013

8625 Andrew Carnegie Blvd Attn Corp28262
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

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

80th percentile

21%

Faster asset growth than 80% of similar nonprofits.

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

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$322,354

Up $56,479 (+21%) from 2011

Net Assets

Up

$322,354

Up $56,479 (+21%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$98,640

Up $9,300 (+10%) 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.

$1.0M$500K$0Assets 2011: $265,875Liabilities 2011: $0Net Assets 2011: $265,8752011Assets 2012: $322,354Liabilities 2012: $0Net Assets 2012: $322,3542012Assets 2013: $398,985Liabilities 2013: $0Net Assets 2013: $398,9852013Assets 2014: $450,261Liabilities 2014: $0Net Assets 2014: $450,2612014Assets 2015: $486,859Liabilities 2015: $0Net Assets 2015: $486,8592015Assets 2016: $565,653Liabilities 2016: $0Net Assets 2016: $565,6532016Assets 2017: $659,448Liabilities 2017: $0Net Assets 2017: $659,4482017Assets 2018: $634,498Liabilities 2018: $0Net Assets 2018: $634,4982018Assets 2019: $750,123Liabilities 2019: $0Net Assets 2019: $750,1232019Assets 2020: $833,560Liabilities 2020: $0Net Assets 2020: $833,5602020Assets 2021: $879,538Liabilities 2021: $0Net Assets 2021: $879,5382021Assets 2022: $705,504Liabilities 2022: $0Net Assets 2022: $705,5042022Assets 2023: $792,209Liabilities 2023: $0Net Assets 2023: $792,2092023Assets 2024: $861,606Liabilities 2024: $0Net Assets 2024: $861,6062024

Highlighted filing

2012

Assets$322,354
Liabilities$0
Net Assets$322,354

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2011: $152,650Expenses 2011: $89,340Net Income 2011: $63,3102011Expenses 2012: $98,6402012Revenue 2013: $151,721Expenses 2013: $102,193Net Income 2013: $49,5282013Revenue 2014: $191,267Expenses 2014: $127,351Net Income 2014: $63,9162014Revenue 2015: $170,552Expenses 2015: $105,410Net Income 2015: $65,1422015Revenue 2016: $175,503Expenses 2016: $104,089Net Income 2016: $71,4142016Revenue 2017: $182,365Expenses 2017: $143,021Net Income 2017: $39,3442017Revenue 2018: $179,525Expenses 2018: $128,001Net Income 2018: $51,5242018Revenue 2019: $164,053Expenses 2019: $129,579Net Income 2019: $34,4742019Revenue 2020: $178,331Expenses 2020: $140,771Net Income 2020: $37,5602020Revenue 2021: $194,611Expenses 2021: $145,321Net Income 2021: $49,2902021Revenue 2022: $164,111Expenses 2022: $178,152Net Income 2022: -$14,0412022Revenue 2023: $158,334Expenses 2023: $142,500Net Income 2023: $15,8342023Revenue 2024: $264,763Expenses 2024: $141,876Net Income 2024: $122,8872024

Highlighted filing

2012

Revenue-
Expenses$98,640
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 2, 2013
Return Version
2012v2.1
Gross Receipts
$241,399
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
04-7024786
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/AddressLine10953 Danby Rd
IRS990/AddressPrincipalOfficerUS/City0Ithaca
IRS990/AddressPrincipalOfficerUS/State0NY
IRS990/AddressPrincipalOfficerUS/ZIPCode014850
IRS990/AuditCommittee0true
IRS990/BenefitsPaidToMembersCY094468
IRS990/BenefitsPaidToMembersPriorYear086292
IRS990/BenefitsToMembers/ProgramServices094468
IRS990/BenefitsToMembers/Total094468
IRS990/BsnssRltnshpThruFamilyMember0false
IRS990/BsnssRltnshpWithOrganization0false
IRS990/CapStckTrstPrinCurrentFunds/BOY0265876
IRS990/CapStckTrstPrinCurrentFunds/EOY0322354
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/ManagementAndGeneral04172
IRS990/FeesForServicesManagement/Total04172
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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/Securities01834
IRS990/Gaming0false
IRS990/GrantsAndSimilarAmntsCY00
IRS990/GrantsToIndividuals0false
IRS990/GrantsToOrganizations0false
IRS990/GrantToRelatedPerson0false
IRS990/GrossAmountSalesAssets/Securities0111718
IRS990/GrossReceipts0241399
IRS990/GroupReturnForAffiliates0false
IRS990/Hospital0false
IRS990/IndependentAuditFinancialStmt0false
IRS990/IndoorTanningServices0false
IRS990/InfoInScheduleOPartVI0X
IRS990/InfoInScheduleOPartXI0X
IRS990/InfoInScheduleOPartXII0X
IRS990/InvestmentIncomeCurrentYear013711
IRS990/InvestmentIncome/ExclusionAmount011877
IRS990/InvestmentIncomePriorYear012118
IRS990/InvestmentIncome/TotalRevenueColumn011877
IRS990/InvestmentInJointVenture0false
IRS990/InvestmentsPubTradedSecurities/BOY0265876
IRS990/InvestmentsPubTradedSecurities/EOY0322354
IRS990/LessCostOthBasisSalesExpenses/Securities0109884
IRS990/LoanToOfficerOrDQP0false
IRS990/LocalChapters0false
IRS990/MaterialDiversionOrMisuse0false
IRS990/MembersOrStockholders0false
IRS990/MethodOfAccountingCash0X
IRS990/MinutesOfCommittees0false
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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/NameOfPrincipalOfficerPerson0Cheryl Thomason
IRS990/NbrIndependentVotingMembers00
IRS990/NbrVotingGoverningBodyMembers01
IRS990/NbrVotingMembersGoverningBody01
IRS990/NetAssetsOrFundBalancesBOY0265876
IRS990/NetAssetsOrFundBalancesEOY0322354
IRS990/NetGainOrLossInvestments/ExclusionAmount01834
IRS990/NetGainOrLossInvestments/TotalRevenueColumn01834
IRS990/NetUnrelatedBusinessTxblIncome00
IRS990/NoListedPersonsCompensated0X
IRS990/NonDeductibleContributions0false
IRS990/NumberFormsTransmittedWith109600
IRS990/NumberIndependentVotingMembers00
IRS990/NumberOfEmployees00
IRS990/NumberW2GIncluded00
IRS990/OfficerEntityWithBsnssRltnshp0false
IRS990/OfficerMailingAddress0false
IRS990/Organization501c0X
IRS990/OtherExpensePriorYear03048
IRS990/OtherExpensesCurrentYear04172
IRS990/OtherRevenueCurrentYear00
IRS990/PartialLiquidation0false
IRS990/PoliticalActivities0false
IRS990/ProfessionalFundraising0false
IRS990/ProgramServiceRevenue/BusinessCode0900099
IRS990/ProgramServiceRevenueCY0117804
IRS990/ProgramServiceRevenue/Description0EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenuePriorYear0140534
IRS990/ProgramServiceRevenue/RelatedOrExemptFunctionIncome0117804
IRS990/ProgramServiceRevenue/TotalRevenueColumn0117804
IRS990/ProhibitedTaxShelterTrans0false
IRS990/ReconcilationRevenueExpenses032875
IRS990/ReconciliationUnrealizedInvest023603
IRS990/RelatedEntity0true
IRS990/RelatedOrgControlledEntity0false
IRS990/ReportFin48Footnote0false
IRS990/ReportInvestOthSecurities0false
IRS990/ReportLandBldgEquip0false
IRS990/ReportOtherAssets0false
IRS990/ReportOtherLiabilities0false
IRS990/ReportProgRelInvest0false
IRS990/RevenuesLessExpensesCY032875
IRS990/RevenuesLessExpensesPriorYear063312
IRS990/SalariesEtcCurrentYear00
IRS990/ScheduleBRequired0false
IRS990/ScheduleJRequired0false
IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION'S ADDRESS WAS CHANGED TO THE ADDRESS OF THE TRUSTEE TIAA-CREF TRUST COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation1AN ADJUSTMENT TO THE CURRENT YEAR NET ASSETS REFLECTED IN PART I, LINE 22 OF $23,603 REPRESENTS UNREALIZED GAINS ON INVESTMENTS FOR THE 2012 TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation2On December 30, 2011, Ithaca College and TIAA-CREF Trust Company signed an amended and restated Trust Agreement for the Employee Contribution VEBA Trust Ithaca College.
IRS990ScheduleO/GeneralExplanation/Explanation3TIAA-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/Explanation4TIAA-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/Explanation5The 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/Explanation6The change in accounting method is due to the change in record keepers to the TIAA-CREF Trust Company
IRS990ScheduleO/GeneralExplanation/Identifier0ADDRESS CHANGE
IRS990ScheduleO/GeneralExplanation/Identifier1UNREALIZED GAINS (LOSSES) ON INVESTMENTS
IRS990ScheduleO/GeneralExplanation/Identifier2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 4
IRS990ScheduleO/GeneralExplanation/Identifier3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/GeneralExplanation/Identifier4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/GeneralExplanation/Identifier5DESCRIPTION FOR MAKING DOCUMENTS PUBLIC
IRS990ScheduleO/GeneralExplanation/Identifier6CHANGE IN ACCOUNTING METHOD OR DESCRIPTION OF OTHER METHOD USED
IRS990ScheduleO/GeneralExplanation/ReturnReference0HEADING, ITEM B
IRS990ScheduleO/GeneralExplanation/ReturnReference1PART XI, LINE 5
IRS990ScheduleO/GeneralExplanation/ReturnReference2FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/GeneralExplanation/ReturnReference3FORM 990, PAGE 11, PART XII, LINE 1
IRS990/ScheduleORequired0true
IRS990ScheduleR/ExchangeOfAssets0false
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/AddressLine10953 Darby Rd
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/City0Ithaca
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/State0NY
IRS990ScheduleR/Form990ScheduleRPartII/AddressUS/ZIPCode014850
IRS990ScheduleR/Form990ScheduleRPartII/ControlledOrg0false
IRS990ScheduleR/Form990ScheduleRPartII/DirectControllingEntityName/BusinessNameLine10Not Applicable
IRS990ScheduleR/Form990ScheduleRPartII/EIN0150532204
IRS990ScheduleR/Form990ScheduleRPartII/ExemptCodeSection0501(c)(3)
IRS990ScheduleR/Form990ScheduleRPartII/LegalDomicileState0NY
IRS990ScheduleR/Form990ScheduleRPartII/NameOfDisregardedEntity/BusinessNameLine10Ithaca College
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/TelephoneNumber08775353510
IRS990/TotalAssets/BOY0265876
IRS990/TotalAssetsBOY0265876
IRS990/TotalAssets/EOY0322354
IRS990/TotalAssetsEOY0322354
IRS990/TotalCompGT150K0false
IRS990/TotalExpensesCurrentYear098640
IRS990/TotalExpensesPriorYear089340
IRS990/TotalFunctionalExpenses/Fundraising00
IRS990/TotalFunctionalExpenses/ManagementAndGeneral04172
IRS990/TotalFunctionalExpenses/ProgramServices094468
IRS990/TotalFunctionalExpenses/Total098640
IRS990/TotalFundrsngExpCurrentYear00
IRS990/TotalGrossUBI00
IRS990/TotalLiabilities/BOY00
IRS990/TotalLiabilitiesBOY00
IRS990/TotalLiabilities/EOY00
IRS990/TotalLiabilitiesEOY00
IRS990/TotalLiabNetAssetsFundBalances/BOY0265876
IRS990/TotalLiabNetAssetsFundBalances/EOY0322354
IRS990/TotalNbrEmployees00
IRS990/TotalNetAssetsFundBalances/BOY0265876
IRS990/TotalNetAssetsFundBalances/EOY0322354
IRS990/TotalOtherCompensation00
IRS990/TotalProfFundrsngExpCY00
IRS990/TotalProgramServiceRevenue0117804
IRS990/TotalReportableCompFrmRltdOrgs00
IRS990/TotalReportableCompFromOrg0750
IRS990/TotalRevenueCurrentYear0131515
IRS990/TotalRevenue/ExclusionAmount013711
IRS990/TotalRevenuePriorYear0152652
IRS990/TotalRevenue/RelatedOrExemptFunctionIncome0117804
IRS990/TotalRevenue/TotalRevenueColumn0131515
IRS990/TypeOfOrganizationTrust0X
IRS990/UnrelatedBusinessIncome0false
IRS990/UponRequest0X
IRS990/WebSite0www.ithaca.edu
IRS990/WhistleblowerPolicy0false
IRS990/YearFormation02007
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0047024786
ReturnHeader/Filer/Name/BusinessNameLine10EMPLOYEE-CONTRIBUTION VEBA TRUST ITHACA
ReturnHeader/Filer/NameControl0ITHA
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/DateSigned02013-08-02
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/Timestamp02013-08-02T09:41:39-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.62$0.00$8.62$2.65$1.42$1.23
2023Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$1.58$1.43$0.16
2022Detailed filing. Detailed filing data is available for this year.$7.06$0.00$7.06$1.64$1.78$0.14
2021Detailed filing. Detailed filing data is available for this year.$8.80$0.00$8.80$1.95$1.45$0.49
2020Detailed filing. Detailed filing data is available for this year.$8.34$0.00$8.34$1.78$1.41$0.38
2019Detailed filing. Detailed filing data is available for this year.$7.50$0.00$7.50$1.64$1.30$0.34
2018Detailed filing. Detailed filing data is available for this year.$6.34$0.00$6.34$1.80$1.28$0.52
2017Detailed filing. Detailed filing data is available for this year.$6.59$0.00$6.59$1.82$1.43$0.39
2016Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$1.76$1.04$0.71
2015Detailed filing. Detailed filing data is available for this year.$4.87$0.00$4.87$1.71$1.05$0.65
2014Detailed filing. Detailed filing data is available for this year.$4.50$0.00$4.50$1.91$1.27$0.64
2013Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.52$1.02$0.50
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.22$0.00$3.22$0.99
2011Summary only. Only limited summary data is available for this year.$2.66$0.00$2.66$1.53$0.89$0.63