Liabilities / Assets
23rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
23rd percentile
Tied with the lowest-debt nonprofits in its peer group.
Liabilities / Revenue
25th percentile
Tied with the lowest-debt nonprofits in its peer group.
Net Margin
25th percentile
Higher net margin than 25% of similar nonprofits.
Top Officer Pay
45th percentile
Higher top officer pay than 45% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
35th percentile
Faster asset growth than 35% of similar nonprofits.
Revenue Growth
Score unavailable
No earlier valid filing was available within the previous three public years.
Assets
Down$5,914,222
Down $67,787 (-1.1%) from 2012
Net Assets
Down$5,914,222
Down $67,787 (-1.1%) from 2012
Liabilities
Flat$0
Flat from 2012
Revenue
$412,022
No earlier filing loaded for comparison.
Expenses
Down$440,819
Down $26,425 (-5.7%) from 2012
Net Income
-$28,797
No earlier filing loaded for comparison.
The veba trust is the funding vehicle for the plan sponsor's payment of medical benefits for veba beneficiaries of the company
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $5,982,009 | $5,914,222 | ▼ $67,787 |
| Investments in Publicly Traded Securities | $5,980,563 | $5,912,776 | ▼ $67,787 |
| Savings and Temporary Cash Investments | $1,446 | $1,446 | → $0 |
| Total Assets | $5,982,009 | $5,914,222 | ▼ $67,787 |
| Liabilities | |||
| Total Liabilities | $0 | $0 | → $0 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $5,982,009 | $5,914,222 | ▼ $67,787 |
| Total Liabilities and Net Assets / Fund Balance | $5,982,009 | $5,914,222 | ▼ $67,787 |
| Name | Title |
|---|---|
| - | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $4,066 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $436,753 | - | - | $436,753 |
| Fees for Service Investment Mgmnt Fees | $1,657 | - | - | $1,657 |
| Fees for Services Accounting | $1,500 | - | - | $1,500 |
| All Other Expenses | $909 | - | - | $909 |
| Total Functional Expenses | $440,819 | $0 | $0 | $440,819 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“FORM 1024”
“As trustee of the veba trust, a fiduciary duty is owed the veba trust. Complying with the terms and conditions of the trust instrument, in conjunction with the internal policies and procedures of the trustee, which includes the preparation, review, and filing of form 990 to satisfy the trustee's duty of care.”
“The veba trust makes available upon request documents submitted with form 1024.”
“Income posted in 2013 but taxed in 2012--$49,878. Income posted in 2014 but taxed in 2013--($87,969). Claims paid 2013, funding received 2014--($899)”
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/AccountantCompileOrReviewInd | 0 | false |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSOR'S PAYMENT OF MEDICAL BENEFITS FOR VEBA BENEFICIARIES OF THE COMPANY |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 909 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 909 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 436753 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 436753 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1 | 0 | SOUTHERN UNION COMPANY |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 5706145000 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1 | 0 | ONE PEI CENTER |
| IRS990/BooksInCareOfDetail/USAddress/City | 0 | WILKESBARRE |
| IRS990/BooksInCareOfDetail/USAddress/State | 0 | PA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCode | 0 | 187110601 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 5982009 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 5914222 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | false |
| IRS990/ConflictOfInterestPolicyInd | 0 | false |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 436753 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 236265 |
| IRS990/CYOtherExpensesAmt | 0 | 4066 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 175757 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -28797 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 440819 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 412022 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSOR'S PAYMENT OF MEDICAL BENEFITS FOR VEBA BENEFICIARIES OF THE COMPANY. |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | false |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 436753 |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 1500 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 1500 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 1657 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 1657 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1 | 0 | JPMORGAN CHASE BANK NA |
| IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/Form990TFiledInd | 0 | true |
| IRS990/FormationYr | 0 | 2007 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | false |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 39995 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 0 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 403641 |
| IRS990/GrossReceiptsAmt | 0 | 775668 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | false |
| IRS990/IndependentAuditFinclStmtInd | 0 | false |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIInd | 0 | X |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 196270 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 196270 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 5980563 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 5912776 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | PA |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 363646 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | THE VEBA TRUST IS THE FUNDING VEHICLE FOR THE PLAN SPONSOR'S PAYMENT OF MEDICAL BENEFITS FOR VEBA BENEFICIARIES OF THE COMPANY |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 5982009 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 5914222 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 39995 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 39995 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | -38990 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrincipalOfcrBusinessAddress/BusinessNameLine1 | 0 | JPMORGAN CHASE BANK NA |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 900099 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 175757 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 175757 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 464682 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 186654 |
| IRS990/PYOtherExpensesAmt | 0 | 2562 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 130234 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -150356 |
| IRS990/PYTotalExpensesAmt | 0 | 467244 |
| IRS990/PYTotalRevenueAmt | 0 | 316888 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -28797 |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | false |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1446 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1446 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | FORM 1024 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AS TRUSTEE OF THE VEBA TRUST, A FIDUCIARY DUTY IS OWED THE VEBA TRUST. COMPLYING WITH THE TERMS AND CONDITIONS OF THE TRUST INSTRUMENT, IN CONJUNCTION WITH THE INTERNAL POLICIES AND PROCEDURES OF THE TRUSTEE, WHICH INCLUDES THE PREPARATION, REVIEW, AND FILING OF FORM 990 TO SATISFY THE TRUSTEE'S DUTY OF CARE. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE VEBA TRUST MAKES AVAILABLE UPON REQUEST DOCUMENTS SUBMITTED WITH FORM 1024. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | INCOME POSTED IN 2013 BUT TAXED IN 2012--$49,878. INCOME POSTED IN 2014 BUT TAXED IN 2013--($87,969). CLAIMS PAID 2013, FUNDING RECEIVED 2014--($899) |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PARI VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | DESCRIPTION FOR MAKING DOCUMENTS PUBLIC |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | EXPLANATION FOR FORM 990, PART XI, LINE 9 |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 5982009 |
| IRS990/TotalAssetsEOYAmt | 0 | 5914222 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 5982009 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 5914222 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 440819 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 440819 |
| IRS990/TotalGrossUBIAmt | 0 | 236265 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 5982009 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 5914222 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 436753 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 175757 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 175757 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 412022 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 236265 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 5982009 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 5914222 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | true |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1 | 0 | 1111 POLARIS PARKWAY OH1-0187 |
| IRS990/USAddress/City | 0 | COLUMBUS |
| IRS990/USAddress/State | 0 | OH |
| IRS990/USAddress/ZIPCode | 0 | 43240 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 0 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | false |
| ReturnHeader/BuildTS | 0 | 2015-11-30 17:44:51Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | JPMORGAN CHASE BANK NA |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6142136944 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2014-05-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1 | 0 | PENNSYLVANIA ENTERPRISES INC EMPLOYEES |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | PENN |
| ReturnHeader/Filer/EIN | 0 | 251754272 |
| ReturnHeader/Filer/PhoneNum | 0 | 6142136944 |
| ReturnHeader/Filer/USAddress/AddressLine1 | 0 | 1111 POLARIS PARKWAY 3J |
| ReturnHeader/Filer/USAddress/City | 0 | COLUMBUS |
| ReturnHeader/Filer/USAddress/State | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCode | 0 | 43240 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1 | 0 | ERNST & YOUNG US LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1 | 0 | 1100 HUNTINGTON CENTER 41 S HIGH ST |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City | 0 | COLUMBUS |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode | 0 | 43215 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 4193216096 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2014-05-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | RONALD SHOEMAKER |
| ReturnHeader/ReturnTs | 0 | 2014-05-14T10:00:46-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2013-01-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2013-12-31 |
| ReturnHeader/TaxYr | 0 | 2013 |
No mirrored PDF or thumbnail assets are attached yet.
Displayed year
2013 • Form 990Detailed filing. Detailed filing data is available for this year.