Civic Intelligence

Eli Lilly & Co Master Trust For

990 • Fiscal year 2021 • EIN 35-6476478

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 10, 2022

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

5th percentile

0.00x

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

2021 filings • $1B+ nonprofits • Source year 2021

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

Net Margin

91st percentile

62%

Higher net margin than 91% of similar nonprofits.

2021 filings • $1B+ nonprofits • Source year 2021

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.

2021 filings • $1B+ nonprofits • Source year 2021

Asset Growth

8th percentile

-1.4%

Faster asset growth than 8% of similar nonprofits.

2021 filings • $1B+ nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-49%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $1B+ nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets5th percentile

Assets

Down

$2,184,772,359

Down $30,317,810 (-1.4%) from 2020

Net Assets

Down

$2,184,169,888

Down $30,523,445 (-1.4%) from 2020

Liabilities

Up

$602,471

Up $205,635 (+52%) from 2020

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin91st percentile

Revenue

Down

$197,070,246

Down $192,513,868 (-49%) from 2020

Expenses

Up

$74,526,745

Up $10,566,011 (+17%) from 2020

Net Income

Down

$122,543,501

Down $203,079,879 (-62%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth8th 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

2021

Assets$2,184,772,359
Liabilities$602,471
Net Assets$2,184,169,888
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$197,070,246
Expenses$74,526,745
Net Income$122,543,501
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 10, 2022
Return Version
2021v4.2
Gross Receipts
$330,537,331
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$2,214,693,333$2,184,169,888▼ $30,523,445
Investments Other Securities$2,204,555,884$2,166,788,195▼ $37,767,689
Savings and Temporary Cash Investments$10,533,327$17,983,521▲ $7,450,194
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$2,215,090,169$2,184,772,359▼ $30,317,810
Other Assets Total$958$643▼ $315
Liabilities
Other Liabilities$396,836$602,471▲ $205,635
Total Liabilities$396,836$602,471▲ $205,635
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,214,693,333$2,184,169,888▼ $30,523,445
Total Liabilities and Net Assets / Fund Balance$2,215,090,169$2,184,772,359▼ $30,317,810

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$2,166,788,195--
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
$38,695,373
Investment Income
$158,374,873
Other Revenue
$0
Change in Net Assets
$122,543,501
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$18,735,871
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---$55,790,874
Fees for Service Investment Mgmnt Fees---$1,982,669
Other Expenses---$1,488,481
All Other Expenses---$459,193
Fees for Services Other---$118,279
Fees for Services Accounting---$68,041
Total Functional Expenses$0$0$0$74,526,745
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$602,471
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
2022-11-10
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 300, AUBURN HILLS, MI 48326
Preparer
David Lowenthal
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/TotalAmt0459193
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt055790874
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0SUSAN RIDLEN
IRS990/BooksInCareOfDetail/PhoneNum03172762000
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0LILLY CORP CENTER
IRS990/BooksInCareOfDetail/USAddress/CityNm0INDIANAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
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IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
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IRS990/CompensationProcessOtherInd00
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IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
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IRS990/CYRevenuesLessExpensesAmt0122543501
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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
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IRS990/FamilyOrBusinessRlnInd00
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IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
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IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/GrossReceiptsAmt0330537331
IRS990/GroupReturnForAffiliatesInd00
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IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt082929505
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt082963177
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt033672
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt02204555884
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt02166788195
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
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IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0133467085
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingOtherInd0X
IRS990/MinutesOfCommitteesInd01
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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
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IRS990/NetAssetsOrFundBalancesBOYAmt02214693333
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IRS990/NetUnrelatedBusTxblIncmAmt020172
IRS990/NetUnrlzdGainsLossesInvstAmt0-153066946
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt0958
IRS990/OtherAssetsTotalGrp/EOYAmt0643
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0UBI TAXES
IRS990/OtherExpensesGrp/Desc1COST OF INSURANCE
IRS990/OtherExpensesGrp/Desc2PBF FUND BASIS CHARGE
IRS990/OtherExpensesGrp/Desc3ADMIN. EXP. REIMBURSEME
IRS990/OtherExpensesGrp/TotalAmt010000
IRS990/OtherExpensesGrp/TotalAmt112784717
IRS990/OtherExpensesGrp/TotalAmt21824491
IRS990/OtherExpensesGrp/TotalAmt31488481
IRS990/OtherLiabilitiesGrp/BOYAmt0396836
IRS990/OtherLiabilitiesGrp/EOYAmt0602471
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
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IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0389584114
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt010533327
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IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0602471
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ADMINISTRATIVE FEES PAYABLE
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt02166788195
IRS990ScheduleD/OtherSecuritiesGrp/Desc0TRUST-OWNED LIFE INSURANCE CONTRACTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
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IRS990ScheduleD/TotalLiabilityAmt0602471
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/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
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IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046285
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
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ReturnHeader/BusinessOfficerGrp/PhoneNum03172762000
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-11-10
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ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0POST-RETIREMENT MEDICAL BENEFITS
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02601 CAMBRIDGE CT STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUBURN HILLS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048326
ReturnHeader/PreparerPersonGrp/PhoneNum02483757100
ReturnHeader/PreparerPersonGrp/PreparationDt02022-11-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID LOWENTHAL
ReturnHeader/ReturnTs02022-11-14T09:43:37-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SUSAN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0RIDLEN
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,184,772,359
Liabilities
$602,471
Net assets
$2,184,169,888
Revenue
$197,070,246
Expenses
$74,526,745
Net income
$122,543,501
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