Civic Intelligence

Sunoco Inc Medlife Ins Tr-Cash

EIN 35-6961130 • 501(c)9 • Milwaukee, WI

Profile

Veba trust to fund employee benefit obligations

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

17th percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

21st percentile

0.00x

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

1st percentile

-232%

Higher net margin than 1% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

12th percentile

-14%

Faster asset growth than 12% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

97th percentile

144%

Faster revenue growth than 97% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$36,968,507

Down $5,987,446 (-14%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$36,968,507

Down $5,987,446 (-14%) from 2023

Operations
Liabilities / Revenue21st percentileNet Margin1st percentile

Revenue

Up

$2,565,323

Up $1,512,161 (+144%) from 2023

Expenses

Down

$8,513,516

Down $346,953 (-3.9%) from 2023

Net Income

Up

-$5,948,193

Up $1,859,114 (+24%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2020: $65,405,498Liabilities 2020: $0Net Assets 2020: $65,405,4982020Assets 2021: $58,983,573Liabilities 2021: $0Net Assets 2021: $58,983,5732021Assets 2022: $50,745,581Liabilities 2022: $0Net Assets 2022: $50,745,5812022Assets 2023: $42,955,953Liabilities 2023: $0Net Assets 2023: $42,955,9532023Assets 2024: $36,968,507Liabilities 2024: $0Net Assets 2024: $36,968,5072024

Highlighted filing

2024

Assets$36,968,507
Liabilities$0
Net Assets$36,968,507
Open 2024 Filing

Operations Trend

Revenue Growth97th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10MRevenue 2020: $3,797,308Expenses 2020: $13,125,035Net Income 2020: -$9,327,7272020Revenue 2021: $4,405,503Expenses 2021: $10,656,647Net Income 2021: -$6,251,1442021Revenue 2022: $2,016,342Expenses 2022: $10,442,285Net Income 2022: -$8,425,9432022Revenue 2023: $1,053,162Expenses 2023: $8,860,469Net Income 2023: -$7,807,3072023Revenue 2024: $2,565,323Expenses 2024: $8,513,516Net Income 2024: -$5,948,1932024

Highlighted filing

2024

Revenue$2,565,323
Expenses$8,513,516
Net Income-$5,948,193
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,968,507
Liabilities
$0
Net assets
$36,968,507
Revenue
$2,565,323
Expenses
$8,513,516
Net income
-$5,948,193
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.0$0.00$37.0$2.57$8.51$5.95
2023Detailed filing. Detailed filing data is available for this year.$43.0$0.00$43.0$1.05$8.86$7.81
2022Detailed filing. Detailed filing data is available for this year.$50.7$0.00$50.7$2.02$10.4$8.43
2021Detailed filing. Detailed filing data is available for this year.$59.0$0.00$59.0$4.41$10.7$6.25
2020Detailed filing. Detailed filing data is available for this year.$65.4$0.00$65.4$3.80$13.1$9.33
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 7, 2025
Return Version
2024v5.2
Gross Receipts
$34,018,791
Mission and Program Overview

Mission

Veba trust to fund employee benefit obligations

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$42,955,953$36,968,507▼ $5,987,446
Investments in Publicly Traded Securities$41,034,350$35,912,958▼ $5,121,392
Savings and Temporary Cash Investments$1,921,603$1,055,549▼ $866,054
Total Assets$42,955,953$36,968,507▼ $5,987,446
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,955,953$36,968,507▼ $5,987,446
Total Liabilities and Net Assets / Fund Balance$42,955,953$36,968,507▼ $5,987,446
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
-Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Towers Watson-223 SOUTH WACKER DR STE 1800, Chicago, IL 60606$237,455
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$44,380
Investment Income
$2,520,936
Other Revenue
$7
Change in Net Assets
$-5,948,193
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,553,871
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$6,959,645--$6,959,645
Fees for Service Investment Mgmnt Fees-$324,595-$324,595
Fees for Services Accounting-$159,198-$159,198
Other Expenses$282--$282
Total Functional Expenses$8,029,723$483,793$0$8,513,516
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“This organization has a sole institutional trustee and does not have a governing body”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“This organization has a sole institutional trustee and does not have a governing body”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Us bank is trustee of the sunoco med/life ins trust and prepares and files the form 990 for this entity. A officer of us bank reviews the form 990 before it is filed.”

Form 990, Page 6, Part VI, Line 19

“Follows us bank's corporate policy & procedures with regards toconflict of interest, governing documents and financial statements. Available for review upon request.”

Form 990, Page 7, Part VII, Section A

“US BANK, NA, TRUSTEE”

Filing and Contact Details

Filer

Filer Name
Sunoco Inc Medlife Ins Tr-cash
EIN
35-6961130
Phone
3144188524
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
3144188524
Signed
2025-11-07
Discuss with paid preparer
Yes

Organization Details

Formed
2012
Legal Domicile
Pa
Voting Board Members
1
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Page 2, Part III, Line 2

“N/A”

Explanation for Form 990, Part XI, Line 9

“Prior year amortization carryover $57,573; current year amortization carryover ($47,385); current year purchase of accrued interest carryover ($19,488); amd adjustment ($26,409); prior year pending sales ($932); current year pending sales $27; cost basis adjustment ($2,639)”

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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THIS ORGANIZATION HAS A SOLE INSTITUTIONAL TRUSTEE AND DOES NOT HAVE A GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3US BANK IS TRUSTEE OF THE SUNOCO MED/LIFE INS TRUST AND PREPARES AND FILES THE FORM 990 FOR THIS ENTITY. A OFFICER OF US BANK REVIEWS THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FOLLOWS US BANK'S CORPORATE POLICY & PROCEDURES WITH REGARDS TOCONFLICT OF INTEREST, GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS. AVAILABLE FOR REVIEW UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5US BANK, NA, TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PRIOR YEAR AMORTIZATION CARRYOVER $57,573; CURRENT YEAR AMORTIZATION CARRYOVER ($47,385); CURRENT YEAR PURCHASE OF ACCRUED INTEREST CARRYOVER ($19,488); AMD ADJUSTMENT ($26,409); PRIOR YEAR PENDING SALES ($932); CURRENT YEAR PENDING SALES $27; COST BASIS ADJUSTMENT ($2,639)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 2, PART III, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 7, PART VII, SECTION A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SUNOCO INC MEDLIFE INS TR-CASH
ReturnHeader/Filer/BusinessNameControlTxt0SUNO
ReturnHeader/Filer/EIN0356961130
ReturnHeader/Filer/PhoneNum03144188524
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-11-10T15:01:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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