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Employee Contribution Veba Trust FY2020 filing

Carlisle, PAUnknown exempt organization EIN 04-3838462Revenue $91K in FY2020Latest return filed Nov 13, 2025

On file with the IRSdickinson.eduP O Box 1773 · Carlisle, PA

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To provide retiree health benefits to the employer's former employees and their spouses and dependents, although other benefits may be provided as described in the plan document.

97¢ of each $1 spent went to programs.
$750 paid to officers and key staff.
Mission: Form 990 Part I, line 1 · Programs: Part IX · Pay: Part VII

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
4 of 5
filings with a surplus
Average surplus $41K a year · 40% of revenue · last 5 filings
Fine: a surplus in 4 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
97%
of spending
Looks good: 97% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Pay to officers and key staff
$750
to officers and key staff · 1% of spending
Looks good: pay to officers and key staff is 1% of spending; 15% or less.
Pt VII · Sec A
Cash reserves
2 mo
of spending, in cash
Plus $634K in investments, Pt X · Ln 11–13
Fine: 1.5 months of spending in cash; 1 to 3.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
0
of 1 voting members
Concern: none of 1 voting members are independent.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$91K
Spent
$68K
To programs
97%
Net assets
$642K
By yearFY2020–FY2024
Revenue
$91K
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$91K
FY2021$121K
FY2022$89K
FY2023$75K
FY2024$145K
Expenses
$68K
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$68K
FY2021$62K
FY2022$61K
FY2023$79K
FY2024$44K
Net assets
$642K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$642K
FY2021$702K
FY2022$598K
FY2023$659K
FY2024$0

From the FY2020 Form 990 · see the original

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You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Where the money goes

97 cents of each dollar spent went to programs.

Program services 97% · $66K Management & general 3% · $2K

Form 990 Part IX, line 25, columns B–D. Every line is in By the numbers.

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Who runs it and what they're paid

1 person listed on the 990; $750 paid to officers and key staff.

Part VII, Section A · reportable compensation
TIAA Fsb
Trustee
$750Pt VII · Sec A

Compensation history total reportable pay by year · 2 named individuals · Part VII

NameFY2023FY2022FY2021FY2020
TIAA Trust NA$750$750——
TIAA Fsb——$750$750

Total reportable compensation (Form 990 Part VII column D / Schedule J column E) by filing year, matched by name within this organization. The Schedule J base / bonus / deferred breakdown is not parsed into this dataset.

See Employee Contribution Veba Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

  • Family or business ties among officersPt VI · Ln 2No
  • Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Provides retiree health benefits to former employees and their families.

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1 program · in their own filed words · FY2020
01

Health benefits and insurance premiums paid to members.

Pt IX · col B

By the numbers

The FY2020 990, line by line.

Download 990
from philanthropy.org
1The main four
Money inPt VIII
$91K
Ln 12
Fees for servicesLn 2g$53K
Investment incomeLn 3$38K
Money outPt IX
$68K
Ln 25
Programscol B$66K
Managementcol C$2K
Owns and owesPt X
$642K
net assets · Ln 32
Cash and savingsLn 1–2$8K
Total assetsLn 16$642K
LiabilitiesLn 26$0
PeoplePt VI, VII
1
listed · VII A
PaidVII A1
Voting boardVI 1a1
IndependentVI 1b0
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$53K
Investment incomeLn 3$38K
Gains on assetsLn 7$6K
Total revenueLn 12$91K
Assets in detailPt X, end of year
SavingsLn 2$8K
Cash and savings togetherLn 1–2$8K
InvestmentsLn 11–13$634K
Total assetsLn 16$642K
LiabilitiesLn 26$0
Net assetsLn 32$642K
OperationsPt I, VI
EmployeesI 50
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$9K$8K
InvestmentsLn 11–13$574K$634K
Total assetsLn 16$583K$642K
LiabilitiesLn 26$0$0
Net assetsLn 32$583K$642K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$66K$66K
Management feesLn 11a$2K$2K
Total functional expensesLn 25$68K$66K$2K$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 LatestFiled with the IRS Nov 13, 2025 $145K$44K$101K$0 990 PDF
FY2023Filed with the IRS Oct 28, 2024 $75K$79K−$4K$659K 990 PDF
FY2022Filed with the IRS Nov 3, 2023 $89K$61K$28K$598K 990 PDF
FY2021Filed with the IRS Oct 24, 2022 $121K$62K$58K$702K 990 PDF
FY2020 ViewingFiled with the IRS Oct 29, 2021 $91K$68K$23K$642K 990 PDF

Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants O · Explanations
See the full FY2020 990 (6 parts)
Part I · Summary $90,852 revenue, 12 lines filed
I-8 Contributions and grants$0
I-9 Program service revenuePrior year $50,836$53,234
I-10 Investment incomePrior year $21,712$37,618
I-11 Other revenue$0
I-12 Total revenuePrior year $72,548$90,852
I-13 Grants and similar amounts paid$0
I-14 Benefits paid to membersPrior year $47,600$65,622
I-15 Salaries and benefits$0
I-16a Professional fundraising fees$0
I-17 Other expensesPrior year $1,707$2,045
I-18 Total expensesPrior year $49,307$67,667
I-19 Revenue less expensesPrior year $23,241$23,185
Part VI · Governance 0 of 1 board members independent, 4 to look at
VI-1a Voting members of the governing body1
VI-1b Independent voting members0
VI-12a Written conflict of interest policyNo
VI-13 Written whistleblower policyNo
VI-14 Document retention and destruction policyNo
VI-15a Process for setting top official's payNo
VI-2 Family or business relationship among officers or directorsNo
Part VIII · Statement of revenue $90,852 across 4 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $53,234$53,234
VIII-3 Investment incomeExcluded from tax $31,928$31,928
VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,690$5,690
VIII-12 Total revenueRelated to mission $53,234 · Excluded from tax $37,618$90,852
Part IX · Statement of functional expenses $67,667 across 2 lines filed
IX-4 Benefits paid to or for membersPrograms $65,622$65,622
IX-11a Management feesManagement $2,045$2,045
IX-25 Total functional expensesPrograms $65,622 · Management $2,045 · Fundraising $0$67,667
Part X · Balance sheet $641,759 assets, 6 lines filed
X-2 Savings and temporary cash investmentsStart of year $9,077$8,238
X-11 Publicly traded securitiesStart of year $573,657$633,521
X-16 Total assetsStart of year $582,734$641,759
X-26 Total liabilitiesStart of year $0$0
X-32 Total net assets or fund balancesStart of year $582,734$641,759
X-33 Total liabilities and net assetsStart of year $582,734$641,759
Part XI · Reconciliation of net assets $641,759 net assets at year end
XI-1 Total revenue$90,852
XI-2 Total expenses$67,667
XI-3 Revenue less expenses$23,185
XI-4 Net assets at start of year$582,734
XI-5 Net unrealized gains (losses) on investments$35,839
XI-9 Other changes in net assets$1
XI-10 Net assets at end of year$641,759

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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