Civic Intelligence

Employee After Tax Contribution Veba Trust for University Of

990EZ • Fiscal year 2012 • EIN 04-7024792

Jan 01, 2012 to Dec 31, 2012 • Filed on Aug 06, 2013

Organization Profilewww.evansville.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

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

58th percentile

0.00x

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

2012 filings • 501(c)9 • <$500k nonprofits • Source year 2012

Net Margin

79th percentile

29%

Higher net margin than 79% of similar nonprofits.

2012 filings • 501(c)9 • <$500k nonprofits • Source year 2012

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2012

Asset Growth

87th percentile

31%

Faster asset growth than 87% of similar nonprofits.

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

Revenue Growth

83rd percentile

25%

Faster revenue growth than 83% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$93,449

Up $21,988 (+31%) from 2011

Net Assets

$93,449

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin79th percentile

Revenue

Up

$62,621

Up $12,375 (+25%) from 2011

Expenses

Down

$44,674

Down $1,458 (-3.2%) from 2011

Net Income

Up

$17,947

Up $13,833 (+336%) from 2011

Historical Trend

Balance Sheet Trend

Asset Growth87th percentile

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

$400K$300K$200K$100K$0Assets 2011: $71,461Liabilities 2011: $02011Assets 2012: $93,449Liabilities 2012: $0Net Assets 2012: $93,4492012Assets 2013: $101,117Liabilities 2013: $0Net Assets 2013: $101,1172013Assets 2014: $112,327Liabilities 2014: $0Net Assets 2014: $112,3272014Assets 2015: $118,334Liabilities 2015: $0Net Assets 2015: $118,3342015Assets 2016: $137,591Liabilities 2016: $0Net Assets 2016: $137,5912016Assets 2017: $190,724Liabilities 2017: $0Net Assets 2017: $190,7242017Assets 2018: $191,562Liabilities 2018: $0Net Assets 2018: $191,5622018Assets 2019: $241,550Liabilities 2019: $0Net Assets 2019: $241,5502019Assets 2020: $288,338Liabilities 2020: $0Net Assets 2020: $288,3382020Assets 2021: $327,046Liabilities 2021: $0Net Assets 2021: $327,0462021Assets 2022: $289,311Liabilities 2022: $0Net Assets 2022: $289,3112022Assets 2023: $334,402Liabilities 2023: $0Net Assets 2023: $334,4022023Assets 2024: $377,710Liabilities 2024: $0Net Assets 2024: $377,7102024

Highlighted filing

2012

Assets$93,449
Liabilities$0
Net Assets$93,449
Open 2012 Filing

Operations Trend

Revenue Growth83rd percentile

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

$150K$100K$50K$0Revenue 2011: $50,246Expenses 2011: $46,132Net Income 2011: $4,1142011Revenue 2012: $62,621Expenses 2012: $44,674Net Income 2012: $17,9472012Revenue 2013: $99,515Expenses 2013: $98,031Net Income 2013: $1,4842013Revenue 2014: $104,888Expenses 2014: $92,314Net Income 2014: $12,5742014Revenue 2015: $91,043Expenses 2015: $78,944Net Income 2015: $12,0992015Revenue 2016: $105,792Expenses 2016: $88,135Net Income 2016: $17,6572016Revenue 2017: $117,936Expenses 2017: $79,737Net Income 2017: $38,1992017Revenue 2018: $136,846Expenses 2018: $111,412Net Income 2018: $25,4342018Revenue 2019: $120,720Expenses 2019: $97,279Net Income 2019: $23,4412019Revenue 2020: $128,657Expenses 2020: $99,248Net Income 2020: $29,4092020Revenue 2021: $123,275Expenses 2021: $86,425Net Income 2021: $36,8502021Revenue 2022: $104,868Expenses 2022: $83,090Net Income 2022: $21,7782022Revenue 2023: $91,205Expenses 2023: $75,087Net Income 2023: $16,1182023Revenue 2024: $143,843Expenses 2024: $70,521Net Income 2024: $73,3222024

Highlighted filing

2012

Revenue$62,621
Expenses$44,674
Net Income$17,947
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Aug 6, 2013
Return Version
2012v2.1
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
04-7024792
Raw XML Appendix100 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/AddressChange0X
IRS990EZ/AmountOfTaxImposedOnOrgMgr00
IRS990EZ/AmountOfTaxReimbursedByOrg00
IRS990EZ/BenefitsPaidToOrForMembers043594
IRS990EZ/CashSavingsAndInvestments/BOY071461
IRS990EZ/CashSavingsAndInvestments/EOY093449
IRS990EZ/CostOtherBasisAndSalesExpenses079171
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear017947
IRS990EZ/FeesAndOthPymtToIndContractors01080
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/GainOrLossFromSaleOfAssets03207
IRS990EZ/GrossAmountFromSaleOfAssets082378
IRS990EZ/GrossReceipts0141792
IRS990EZ/GrossReceiptsForPublicUse00
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InfoInScheduleOPartIII0X
IRS990EZ/InitiationFeesAndCapitalContri00
IRS990EZ/InvestmentIncome02913
IRS990EZ/MadeChangesToOrgnzngEtcDoc0true
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY071461
IRS990EZ/NetAssetsOrFundBalancesBOY071461
IRS990EZ/NetAssetsOrFundBalances/EOY093449
IRS990EZ/NetAssetsOrFundBalancesEOY093449
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/BusinessName/BusinessNameLine10TIAA-CREF Trust Company
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation0750
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ContriToEmplBenefitPlansEtc00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/ExpenseAccountOtherAllowances00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0TRUSTEE
IRS990EZ/Organization501c0X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/OtherChangesInNetAssets04041
IRS990EZ/PrimaryExemptPurpose0TO 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/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
IRS990EZ/ProgramServiceRevenue056501
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/StatesWhereCopyOfReturnIsFiled0IN
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY00
IRS990EZ/SumOfTotalLiabilities/EOY00
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TaxImposedUnderIRC491100
IRS990EZ/TaxImposedUnderIRC491200
IRS990EZ/TaxImposedUnderIRC495500
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine108625 Andrew Carnegie Blvd
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0Charlotte
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0NC
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode028262
IRS990EZ/TheBooksAreInCareOf/NameBusiness/BusinessNameLine10TIAA-CREF TRUST COMPANY
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber08775353910
IRS990EZ/TotalAssets/BOY071461
IRS990EZ/TotalAssets/EOY093449
IRS990EZ/TotalExpenses044674
IRS990EZ/TotalRevenue062621
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/WebSite0www.evansville.edu
IRS990ScheduleO/GeneralExplanation/Explanation0ON DECEMBER 30, 2011, THE UNIVERSITY OF EVANSVILLE AND TIAA- CREF TRUST COMPANY SIGNED AN AMENDED AND RESTATED TRUST AGREEMENT FOR THE UNIVERSITY OF EVANSVILLE EMPLOYEE CONTRIBUTION VEBA TRUST.
IRS990ScheduleO/GeneralExplanation/Explanation1THE CHANGE IN ACCOUNTING METHODS IS DUE TO THE CHANGE IN RECORD KEEPERS TO TIAA-CREF TRUST COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation2THE ORGANIZATION'S ADDRESS WAS CHANGED TO THE ADDRESS OF THE TRUSTEE TIAA-CREF TRUST COMPANY.
IRS990ScheduleO/GeneralExplanation/Explanation3AN ADJUSTMENT TO THE CURRENT YEAR NET ASSETS REFLECTED IN PART I, LINE 21 OF $4,041 REPRESENTS UNREALIZED GAINS ON INVESTMENTS FOR THE 2012 TAX YEAR.
IRS990ScheduleO/GeneralExplanation/Explanation4Unrealized Gains on Investments 4041
IRS990ScheduleO/GeneralExplanation/Identifier0EXPLANATION FOR FORM 990-EZ, PART V, LINE 34
IRS990ScheduleO/GeneralExplanation/Identifier1ACCOUNTING METHOD CHANGE
IRS990ScheduleO/GeneralExplanation/Identifier2ADDRESS CHANGE
IRS990ScheduleO/GeneralExplanation/Identifier3UNREALIZED GAINS (LOSSES) ON INVESTMENTS
IRS990ScheduleO/GeneralExplanation/Identifier4Other Increases in Net Assets or Fund Balances
IRS990ScheduleO/GeneralExplanation/ReturnReference0HEADING, LINE G
IRS990ScheduleO/GeneralExplanation/ReturnReference1HEADING, ITEM B
IRS990ScheduleO/GeneralExplanation/ReturnReference2PART I, LINE 20
IRS990ScheduleO/GeneralExplanation/ReturnReference3Form 990-EZ, Part I, Line 20
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0047024792
ReturnHeader/Filer/Name/BusinessNameLine10EMPLOYEE-CONTRIBUTION VEBA TRUST UNIVERSITY
ReturnHeader/Filer/NameControl0EVAN
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/DateSigned02013-08-06
ReturnHeader/Officer/Name0STEPHEN COLLIER
ReturnHeader/Officer/Phone08775353910
ReturnHeader/Officer/Title0SVP,HEAD OF TAX
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-06T16:14:29-06:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2012 • Form 990EZFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$93,449
Liabilities
$0
Net assets
$93,449
Revenue
$62,621
Expenses
$44,674
Net income
$17,947
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.78$0.00$3.78$1.44$0.71$0.73
2023Detailed filing. Detailed filing data is available for this year.$3.34$0.00$3.34$0.91$0.75$0.16
2022Detailed filing. Detailed filing data is available for this year.$2.89$0.00$2.89$1.05$0.83$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.27$0.00$3.27$1.23$0.86$0.37
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.88$0.00$2.88$1.29$0.99$0.29
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.42$0.00$2.42$1.21$0.97$0.23
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.92$0.00$1.92$1.37$1.11$0.25
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.00$1.91$1.18$0.80$0.38
2016Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$1.38$0.00$1.38$1.06$0.88$0.18
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.18$0.00$1.18$0.91$0.79$0.12
2014Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$1.05$0.92$0.13
2013Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$1.00$0.98$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.63$0.45$0.18
2011Summary only. Only limited summary data is available for this year.$0.71$0.00$0.50$0.46$0.04