Civic Intelligence

Eli Lilly & Co Master Trust For

990 • Fiscal year 2020 • EIN 35-6476478

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 04, 2021

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

4th percentile

0.00x

Higher debt load relative to assets than 4% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Liabilities / Revenue

5th percentile

0.00x

Higher debt load relative to revenue than 5% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2020 filings • $1B+ nonprofits • Source year 2020

Top Officer Pay

5th percentile

$0

Higher top officer pay than 5% of similar nonprofits.

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

2020 filings • $1B+ nonprofits • Source year 2020

Asset Growth

76th percentile

20%

Faster asset growth than 76% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

142%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $1B+ nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$2,215,090,169

Up $374,555,532 (+20%) from 2019

Net Assets

Up

$2,214,693,333

Up $374,609,376 (+20%) from 2019

Liabilities

Down

$396,836

Down $53,844 (-12%) from 2019

Revenue And Expenses
Liabilities / Revenue5th percentileNet Margin97th percentile

Revenue

Up

$389,584,114

Up $228,521,899 (+142%) from 2019

Expenses

Down

$63,960,734

Down $11,634,897 (-15%) from 2019

Net Income

Up

$325,623,380

Up $240,156,796 (+281%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

2020

Assets$2,215,090,169
Liabilities$396,836
Net Assets$2,214,693,333
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

2020

Revenue$389,584,114
Expenses$63,960,734
Net Income$325,623,380
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 4, 2021
Return Version
2020v4.1
Gross Receipts
$519,828,736
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$1,840,083,957$2,214,693,333▲ $374,609,376
Investments Other Securities$1,832,179,317$2,204,555,884▲ $372,376,567
Savings and Temporary Cash Investments$8,345,460$10,533,327▲ $2,187,867
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$1,840,534,637$2,215,090,169▲ $374,555,532
Other Assets Total$9,860$958▼ $8,902
Liabilities
Other Liabilities$450,680$396,836▼ $53,844
Total Liabilities$450,680$396,836▼ $53,844
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,840,083,957$2,214,693,333▲ $374,609,376
Total Liabilities and Net Assets / Fund Balance$1,840,534,637$2,215,090,169▲ $374,555,532

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,204,555,884--
Compensation and Service Providers
Top Officer Pay5th percentile

Board Members and Trustees

NameTitle
-Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$29,098,780
Investment Income
$360,485,334
Other Revenue
$0
Change in Net Assets
$325,623,380
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,503,411
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---$45,457,323
Fees for Service Investment Mgmnt Fees---$2,760,391
Other Expenses---$1,668,435
All Other Expenses---$435,354
Fees for Services Accounting---$72,796
Fees for Services Other---$62,777
Total Functional Expenses$0$0$0$63,960,734
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$396,836
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
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 M Ridlen
Title
Fund Advisory Committee Delegate
Phone
3172762000
Signed
2021-11-04
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
Lisa Fort
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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO 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.
IRS990/AllOtherExpensesGrp/TotalAmt0435354
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt045457323
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN RIDLEN
IRS990/BooksInCareOfDetail/PhoneNum03172762000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0LILLY CORP CENTER
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd046285
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IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
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IRS990/CreditCounselingInd00
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IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYOtherExpensesAmt018503411
IRS990/CYOtherRevenueAmt00
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IRS990/CYRevenuesLessExpensesAmt0325623380
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IRS990/DecisionsSubjectToApprovaInd00
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IRS990/Desc0THE MASTER TRUST PROVIDES FUNDING FOR MEDICAL AND DENTAL BENEFITS FOR ELIGIBLE RETIRED EMPLOYEES OF ELI LILLY & CO.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0428464845
IRS990/GrossReceiptsAmt0519828736
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt062207075
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt062265111
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt058036
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt01832179317
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02204555884
IRS990/IRPDocumentCnt07
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0130244622
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0THE 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.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01840083957
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IRS990/NetUnrelatedBusTxblIncmAmt034536
IRS990/NetUnrlzdGainsLossesInvstAmt048985996
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt09860
IRS990/OtherAssetsTotalGrp/EOYAmt0958
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBI TAXES
IRS990/OtherExpensesGrp/Desc1COST OF INSURANCE
IRS990/OtherExpensesGrp/Desc2PBF FUND BASIS CHARGE
IRS990/OtherExpensesGrp/Desc3ADMIN. EXP. REIMBURSEME
IRS990/OtherExpensesGrp/TotalAmt0120000
IRS990/OtherExpensesGrp/TotalAmt111599777
IRS990/OtherExpensesGrp/TotalAmt21783881
IRS990/OtherExpensesGrp/TotalAmt31668435
IRS990/OtherLiabilitiesGrp/BOYAmt0450680
IRS990/OtherLiabilitiesGrp/EOYAmt0396836
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SUSAN M RIDLEN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0PROCEEDS FROM LIFE INSURANCE PROG
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IRS990/ProhibitedTaxShelterTransInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0132185195
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0161062215
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IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
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IRS990/ScheduleBRequiredInd00
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADMINISTRATIVE FEES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02204555884
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TRUST-OWNED LIFE INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt02204555884
IRS990ScheduleD/TotalLiabilityAmt0396836
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalLiabilitiesEOYAmt0396836
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IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046285
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SUSAN M RIDLEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADVISORY COMMITTEE DELEGATE
ReturnHeader/BusinessOfficerGrp/PhoneNum03172762000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELI LILLY & CO MASTER TRUST FOR
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST-RETIREMENT MEDICAL BENEFITS
ReturnHeader/Filer/BusinessNameControlTxt0ELIL
ReturnHeader/Filer/EIN0356476478
ReturnHeader/Filer/PhoneNum03172762000
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0381357951
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PLANTE & MORAN PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 500
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LISA FORT
ReturnHeader/ReturnTs02021-11-09T15:44:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIDLEN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,215,090,169
Liabilities
$396,836
Net assets
$2,214,693,333
Revenue
$389,584,114
Expenses
$63,960,734
Net income
$325,623,380
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