Civic Intelligence

Eli Lilly & Co Master Trust For

990 • Fiscal year 2018 • EIN 35-6476478

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 11, 2019

Organization ProfileN/A
Lilly Corporate CenterIndianapolis, IN 46285

(317) 276-2000

Siviq Scores

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

Liabilities / Assets

3rd percentile

0.00x

Higher debt load relative to assets than 3% of similar nonprofits.

2018 filings • $1B+ nonprofits • Source year 2018

Liabilities / Revenue

3rd percentile

0.00x

Higher debt load relative to revenue than 3% of similar nonprofits.

2018 filings • $1B+ nonprofits • Source year 2018

Net Margin

98th percentile

97%

Higher net margin than 98% of similar nonprofits.

2018 filings • $1B+ nonprofits • Source year 2018

Top Officer Pay

3rd percentile

$0

Higher top officer pay than 3% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2018 filings • $1B+ nonprofits • Source year 2018

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2018

Balance Sheet
Liabilities / Assets3rd percentile

Assets

$1,593,054,585

No earlier filing loaded for comparison.

Net Assets

$1,592,560,195

No earlier filing loaded for comparison.

Liabilities

$494,390

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue3rd percentileNet Margin98th percentile

Revenue

$1,116,320,074

No earlier filing loaded for comparison.

Expenses

$36,320,098

No earlier filing loaded for comparison.

Net Income

$1,079,999,976

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0B$2.0B$1.0B$0Assets 2018: $1,593,054,585Liabilities 2018: $494,390Net Assets 2018: $1,592,560,1952018Assets 2019: $1,840,534,637Liabilities 2019: $450,680Net Assets 2019: $1,840,083,9572019Assets 2020: $2,215,090,169Liabilities 2020: $396,836Net Assets 2020: $2,214,693,3332020Assets 2021: $2,184,772,359Liabilities 2021: $602,471Net Assets 2021: $2,184,169,8882021Assets 2022: $1,485,079,860Liabilities 2022: $347,135Net Assets 2022: $1,484,732,7252022Assets 2023: $1,541,646,017Liabilities 2023: $316,643Net Assets 2023: $1,541,329,3742023Assets 2024: $1,498,813,051Liabilities 2024: $27,437,560Net Assets 2024: $1,471,375,4912024

Highlighted filing

2018

Assets$1,593,054,585
Liabilities$494,390
Net Assets$1,592,560,195
Open 2018 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5B$1.0B$500M$0-$500MRevenue 2018: $1,116,320,074Expenses 2018: $36,320,098Net Income 2018: $1,079,999,9762018Revenue 2019: $161,062,215Expenses 2019: $75,595,631Net Income 2019: $85,466,5842019Revenue 2020: $389,584,114Expenses 2020: $63,960,734Net Income 2020: $325,623,3802020Revenue 2021: $197,070,246Expenses 2021: $74,526,745Net Income 2021: $122,543,5012021Revenue 2022: -$192,704,056Expenses 2022: $71,381,855Net Income 2022: -$264,085,9112022Revenue 2023: $53,256,389Expenses 2023: $68,755,075Net Income 2023: -$15,498,6862023Revenue 2024: $66,844,680Expenses 2024: $114,937,591Net Income 2024: -$48,092,9112024

Highlighted filing

2018

Revenue$1,116,320,074
Expenses$36,320,098
Net Income$1,079,999,976
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 11, 2019
Return Version
2018v3.1
Gross Receipts
$1,571,717,831
Mission and Program Overview

Mission

The eli lilly & company master trust for post-retirement medical benefits is a voluntary employees' beneficiary association (veba) trust. The purpose of the master trust is to provide for the continued funding of medical and dental benefit payments to retired employees, their dependents and beneficiaries as authorized and defined by the plan.

To provide for the continued funding of medical and dental benefit payments to retired employees, their dependents and beneficiaries as authorized and defined by the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,528,921,586$1,592,560,195▲ $63,638,609
Investments in Publicly Traded Securities$1,524,562,455$1,574,804,292▲ $50,241,837
Savings and Temporary Cash Investments$4,832,208$18,212,548▲ $13,380,340
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,529,405,068$1,593,054,585▲ $63,649,517
Other Assets Total$10,405$37,745▲ $27,340
Liabilities
Other Liabilities$483,482$494,390▲ $10,908
Total Liabilities$483,482$494,390▲ $10,908
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,528,921,586$1,592,560,195▲ $63,638,609
Total Liabilities and Net Assets / Fund Balance$1,529,405,068$1,593,054,585▲ $63,649,517
Compensation and Service Providers
Top Officer Pay3rd percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$20,148,511
Investment Income
$1,096,171,563
Other Revenue
$0
Change in Net Assets
$1,079,999,976
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,493,699
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$17,826,399
Fees for Service Investment Mgmnt Fees---$4,127,502
Other Expenses---$370,001
Fees for Services Other---$256,973
All Other Expenses---$115,307
Fees for Services Accounting---$80,398
Total Functional Expenses$0$0$0$36,320,098
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Administrative Fees Payable$494,390
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The fund advisory committee (fac) has delegated the authority to act on behalf of the trust to the members of the pension and benefit investments (pbi) staff. The pbi staff reviews the 990 and 990-t prior to filing.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request”

Form 990 Part VI, Lines 8A and 8B

“The following committees are authorized to act on behalf of the trust: the employee benefits committee (ebc) and the fund advisory committee (fac). Each committee hold regular meetings and minutes of those meetings are documented and maintained.”

Filing and Contact Details

Filer

Filer Name
Eli Lilly & Co Master Trust for
EIN
35-6476478
Phone
3172762000
Address
LILLY CORPORATE CENTER, INDIANAPOLIS, IN 46285

Signing Officer

Name
Susan Ridlen
Title
Fund Advisory Committee Delegate
Phone
3172762000
Signed
2019-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Susan M Ridlen
Formed
1983
Legal Domicile
In
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Plante & Moran Pllc
Address
2601 CAMBRIDGE CT STE 500, AUBURN HILLS, MI 48326
Preparer
Lynne Huismann
Phone
2483757100
Raw XML Appendix297 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
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IRS990/ActivitiesConductedPrtshpInd00
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IRS990/AllOtherExpensesGrp/TotalAmt0115307
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt017826399
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN RIDLEN
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0LILLY CORP CENTER
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IRS990/CreditCounselingInd00
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IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt046768341
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0273376
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01524562455
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IRS990/IRPDocumentCnt07
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IRS990/MethodOfAccountingOtherInd0X
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt0260112
IRS990/NetUnrlzdGainsLossesInvstAmt0-1016361367
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/OtherExpensesGrp/Desc2PBF FUND BASIS CHARGE
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IRS990/OtherExpensesGrp/TotalAmt010071985
IRS990/OtherExpensesGrp/TotalAmt11872437
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990/ScheduleJRequiredInd00
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FUND ADVISORY COMMITTEE (FAC) HAS DELEGATED THE AUTHORITY TO ACT ON BEHALF OF THE TRUST TO THE MEMBERS OF THE PENSION AND BENEFIT INVESTMENTS (PBI) STAFF. THE PBI STAFF REVIEWS THE 990 AND 990-T PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DOCUMENTS ARE MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FOLLOWING COMMITTEES ARE AUTHORIZED TO ACT ON BEHALF OF THE TRUST: THE EMPLOYEE BENEFITS COMMITTEE (EBC) AND THE FUND ADVISORY COMMITTEE (FAC). EACH COMMITTEE HOLD REGULAR MEETINGS AND MINUTES OF THOSE MEETINGS ARE DOCUMENTED AND MAINTAINED.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990 PART VI, LINES 8A AND 8B
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IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02020-04-17 16:48:07Z
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADVISORY COMMITTEE DELEGATE
ReturnHeader/BusinessOfficerGrp/PhoneNum03172762000
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-11
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ReturnHeader/FilingSecurityInformation/IPTm009:45:11
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LYNNE HUISMANN
ReturnHeader/ReturnTs02019-11-14T08:39:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,593,054,585
Liabilities
$494,390
Net assets
$1,592,560,195
Revenue
$1,116,320,074
Expenses
$36,320,098
Net income
$1,079,999,976
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1,499$27.4$1,471$66.8$115$48.1
2023Detailed filing. Detailed filing data is available for this year.$1,542$0.32$1,541$53.3$68.8$15.5
2022Detailed filing. Detailed filing data is available for this year.$1,485$0.35$1,485$193$71.4$264
2021Detailed filing. Detailed filing data is available for this year.$2,185$0.60$2,184$197$74.5$123
2020Detailed filing. Detailed filing data is available for this year.$2,215$0.40$2,215$390$64.0$326
2019Detailed filing. Detailed filing data is available for this year.$1,841$0.45$1,840$161$75.6$85.5
2018Detailed filing. Detailed filing data is available for this year.$1,593$0.49$1,593$1,116$36.3$1,080