Civic Intelligence

Nisource Non-Union Post-65 Retiree

990 • Fiscal year 2020 • EIN 22-3203498

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 15, 2021

Organization ProfileN/A

View Organization Page

801 East 86th AvenueMerrillville, IN 46410

(219) 647-5990

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

Higher debt load relative to assets than 42% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Liabilities / Revenue

76th percentile

0.16x

Higher debt load relative to revenue than 76% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Net Margin

32nd percentile

0.3%

Higher net margin than 32% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

2020 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2020

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Revenue Growth

92nd percentile

27%

Faster revenue growth than 92% of similar nonprofits.

2020 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Up

$96,550,013

Up $9,574,333 (+11%) from 2019

Net Assets

Up

$95,358,127

Up $8,482,285 (+9.8%) from 2019

Liabilities

Up

$1,191,886

Up $1,092,048 (+1094%) from 2019

Revenue And Expenses
Liabilities / Revenue76th percentileNet Margin32nd percentile

Revenue

Up

$7,279,781

Up $1,540,972 (+27%) from 2019

Expenses

Up

$7,260,736

Up $397,136 (+5.8%) from 2019

Net Income

Up

$19,045

Up $1,143,836 (+102%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth62nd percentile

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

$150M$100M$50M$0Assets 2010: $98,248,363Liabilities 2010: $107,025Net Assets 2010: $98,141,3382010Assets 2011: $101,708,223Liabilities 2011: $102,132Net Assets 2011: $101,606,0912011Assets 2012: $114,475,195Liabilities 2012: $2,576,116Net Assets 2012: $111,899,0792012Assets 2013: $139,255,752Liabilities 2013: $1,328,703Net Assets 2013: $137,927,0492013Assets 2014: $80,469,773Liabilities 2014: $78,419Net Assets 2014: $80,391,3542014Assets 2015: $40,765,386Liabilities 2015: $551,389Net Assets 2015: $40,213,9972015Assets 2016: $76,360,868Liabilities 2016: $2,405,153Net Assets 2016: $73,955,7152016Assets 2017: $87,783,231Liabilities 2017: $903,709Net Assets 2017: $86,879,5222017Assets 2018: $76,242,420Liabilities 2018: $106,442Net Assets 2018: $76,135,9782018Assets 2019: $86,975,680Liabilities 2019: $99,838Net Assets 2019: $86,875,8422019Assets 2020: $96,550,013Liabilities 2020: $1,191,886Net Assets 2020: $95,358,1272020Assets 2021: $98,752,265Liabilities 2021: $1,388,904Net Assets 2021: $97,363,3612021Assets 2022: $85,215,127Liabilities 2022: $11,659,727Net Assets 2022: $73,555,4002022Assets 2023: $77,447,581Liabilities 2023: $97,506Net Assets 2023: $77,350,0752023Assets 2024: $78,157,963Liabilities 2024: $105,531Net Assets 2024: $78,052,4322024

Highlighted filing

2020

Assets$96,550,013
Liabilities$1,191,886
Net Assets$95,358,127
Open 2020 Filing

Operations Trend

Revenue Growth92nd percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $17,344,0172010Revenue 2011: $23,232,595Expenses 2011: $18,122,809Net Income 2011: $5,109,7862011Expenses 2012: $15,020,9642012Revenue 2013: $28,914,946Expenses 2013: $16,700,611Net Income 2013: $12,214,3352013Revenue 2014: $5,594,473Expenses 2014: $9,041,673Net Income 2014: -$3,447,2002014Revenue 2015: $5,414,496Expenses 2015: $8,047,810Net Income 2015: -$2,633,3142015Revenue 2016: $5,463,336Expenses 2016: $4,707,701Net Income 2016: $755,6352016Revenue 2017: $10,737,245Expenses 2017: $5,702,129Net Income 2017: $5,035,1162017Revenue 2018: $5,286,438Expenses 2018: $6,124,854Net Income 2018: -$838,4162018Revenue 2019: $5,738,809Expenses 2019: $6,863,600Net Income 2019: -$1,124,7912019Revenue 2020: $7,279,781Expenses 2020: $7,260,736Net Income 2020: $19,0452020Revenue 2021: $7,608,057Expenses 2021: $7,716,580Net Income 2021: -$108,5232021Revenue 2022: $3,705,849Expenses 2022: $6,241,601Net Income 2022: -$2,535,7522022Revenue 2023: $3,327,628Expenses 2023: $6,714,913Net Income 2023: -$3,387,2852023Revenue 2024: $8,777,827Expenses 2024: $7,486,206Net Income 2024: $1,291,6212024

Highlighted filing

2020

Revenue$7,279,781
Expenses$7,260,736
Net Income$19,045
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 15, 2021
Return Version
2020v4.1
Gross Receipts
$10,756,572
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$86,875,842$95,358,127▲ $8,482,285
Investments in Publicly Traded Securities$83,253,005$92,850,554▲ $9,597,549
Savings and Temporary Cash Investments$3,165,950$3,609,628▲ $443,678
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$86,975,680$96,550,013▲ $9,574,333
Other Assets Total$556,725$89,831▼ $466,894
Liabilities
Other Liabilities$0$1,102,148▲ $1,102,148
Accounts Payable and Accrued Expenses$99,838$89,738▼ $10,100
Total Liabilities$99,838$1,191,886▲ $1,092,048
Net Assets / Fund Balance
Total Net Assets Fund Balance$86,875,842$95,358,127▲ $8,482,285
Total Liabilities and Net Assets / Fund Balance$86,975,680$96,550,013▲ $9,574,333
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Brett RadulovichAgent of Pln Administrator
Jillian HansenAgent of Pln Administrator
Kenneth KeenerAgent of Pln Administrator
Shawn AndersonAgent of Pln Administrator
Aaron BrowAgent of Pln Administrator-new
Gunnar GodeAgent of Pln Administrator-new
Jovette PinoAgent of Pln Administrator-new/past
Joseph W MulpasAgent of Pln Administrator-past
Richard L BondAgent of Pln Administrator-past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$876,358
Investment Income
$6,403,423
Other Revenue
$0
Change in Net Assets
$19,045
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,501,667
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---$4,759,069
Other Expenses---$2,367,381
Fees for Services Accounting---$66,868
Fees for Services Legal---$41,589
Fees for Service Investment Mgmnt Fees---$25,829
Total Functional Expenses$0$0$0$7,260,736
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
Ubi Taxes Payable$1,102,148
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 completed form 990 is provided to certain agents of the plan administrator and the sponsor of the fund. They review the form and discuss any matters about which they are uncertain. Upon fully understanding the completed form 990, the form is approved and submitted electronically to the irs.”

Form 990, Part VI, Section B, Line 12C

“The company conducts, at least annually, a survey of officers and selected employees regarding relationships with vendors, etc. As determined by the vice-president, audit and ethics officer. The purpose of this survey is to disclose any direct or indirect interest or a position held in the entity that might present a conflict of interest, financial or otherwise.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available upon request at the office of the plan sponsor.”

Filing and Contact Details

Filer

Filer Name
Nisource Non-union Post-65 Retiree
EIN
22-3203498
Phone
2196475990
Address
801 EAST 86TH AVENUE, MERRILLVILLE, IN 46410

Signing Officer

Name
Gunnar Gode
Title
VP, Chief Accounting Officer
Phone
6144606004
Signed
2021-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gunnar Gode
Formed
1992
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
222 INDIANAPOLIS BLVD SUITE 103, SCHERERVILLE, IN 46375
Preparer
Adam Simaga
Phone
2198361065
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Transfer of assets from related plan 76,697.”

PAGE 12, PART XII - FINANCIAL STATEMENTS:

“The activity of the trust is audited at the plan level and not at the trust level. The audit of the plan is prepared in accordance with generally accepted accounting principles and may include more than one trust which participates in the plan.”

Financial Statement Notes

PART X, LINE 2:

“Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 409 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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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01102148
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0UBI TAXES PAYABLE
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt01102148
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS PROVIDED TO CERTAIN AGENTS OF THE PLAN ADMINISTRATOR AND THE SPONSOR OF THE FUND. THEY REVIEW THE FORM AND DISCUSS ANY MATTERS ABOUT WHICH THEY ARE UNCERTAIN. UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS APPROVED AND SUBMITTED ELECTRONICALLY TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE COMPANY CONDUCTS, AT LEAST ANNUALLY, A SURVEY OF OFFICERS AND SELECTED EMPLOYEES REGARDING RELATIONSHIPS WITH VENDORS, ETC. AS DETERMINED BY THE VICE-PRESIDENT, AUDIT AND ETHICS OFFICER. THE PURPOSE OF THIS SURVEY IS TO DISCLOSE ANY DIRECT OR INDIRECT INTEREST OR A POSITION HELD IN THE ENTITY THAT MIGHT PRESENT A CONFLICT OF INTEREST, FINANCIAL OR OTHERWISE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE OFFICE OF THE PLAN SPONSOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OF ASSETS FROM RELATED PLAN 76,697.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ACTIVITY OF THE TRUST IS AUDITED AT THE PLAN LEVEL AND NOT AT THE TRUST LEVEL. THE AUDIT OF THE PLAN IS PREPARED IN ACCORDANCE WITH GENERALLY ACCEPTED ACCOUNTING PRINCIPLES AND MAY INCLUDE MORE THAN ONE TRUST WHICH PARTICIPATES IN THE PLAN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PAGE 12, PART XII - FINANCIAL STATEMENTS:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0352108964
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0DE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER/SPONSOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0NISOURCE INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0801 E 86TH AVENUE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MERRILLVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd046410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NISOURCE UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1NISOURCE UNION LIFE AND MEDICAL BENEFITS VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NISOURCE NON-UNION LIFE AND MEDICAL BENEFITS VEBA TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3NORTHERN INDIANA PUBLIC SERVICE CO HEALTH & MEDICAL BEN TRST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0223203500
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1510344224
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2206907686
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3351883904
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE LIFE & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS & DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE LIFE & MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS & DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt3801 EAST 86TH AVE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3MERRILLVILLE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3IN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd046410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd146410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd246410
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd346410
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd01
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt086975680
IRS990/TotalAssetsEOYAmt096550013
IRS990/TotalAssetsGrp/BOYAmt086975680
IRS990/TotalAssetsGrp/EOYAmt096550013
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt07260736
IRS990/TotalGrossUBIAmt06100639
IRS990/TotalLiabilitiesBOYAmt099838
IRS990/TotalLiabilitiesEOYAmt01191886
IRS990/TotalLiabilitiesGrp/BOYAmt099838
IRS990/TotalLiabilitiesGrp/EOYAmt01191886
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt086875842
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt095358127
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0876358
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0302784
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0876358
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt07279781
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt06100639
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt086975680
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt096550013
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0801 EAST 86TH AVENUE
IRS990/USAddress/CityNm0MERRILLVILLE
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046410
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GUNNAR GODE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, CHIEF ACCOUNTING OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06144606004
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NISOURCE NON-UNION POST-65 RETIREE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0MEDICAL BENEFITS VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NISO
ReturnHeader/Filer/EIN0223203498
ReturnHeader/Filer/PhoneNum02196475990
ReturnHeader/Filer/USAddress/AddressLine1Txt0801 EAST 86TH AVENUE
ReturnHeader/Filer/USAddress/CityNm0MERRILLVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046410
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0222 INDIANAPOLIS BLVD SUITE 103
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SCHERERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046375
ReturnHeader/PreparerPersonGrp/PhoneNum02198361065

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$96,550,013
Liabilities
$1,191,886
Net assets
$95,358,127
Revenue
$7,279,781
Expenses
$7,260,736
Net income
$19,045
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$78.2$0.11$78.1$8.78$7.49$1.29
2023Detailed filing. Detailed filing data is available for this year.$77.4$0.10$77.4$3.33$6.71$3.39
2022Detailed filing. Detailed filing data is available for this year.$85.2$11.7$73.6$3.71$6.24$2.54
2021Detailed filing. Detailed filing data is available for this year.$98.8$1.39$97.4$7.61$7.72$0.11
2020Detailed filing. Detailed filing data is available for this year.$96.6$1.19$95.4$7.28$7.26$0.02
2019Detailed filing. Detailed filing data is available for this year.$87.0$0.10$86.9$5.74$6.86$1.12
2018Detailed filing. Detailed filing data is available for this year.$76.2$0.11$76.1$5.29$6.12$0.84
2017Detailed filing. Detailed filing data is available for this year.$87.8$0.90$86.9$10.7$5.70$5.04
2016Detailed filing. Detailed filing data is available for this year.$76.4$2.41$74.0$5.46$4.71$0.76
2015Summary only. Only limited summary data is available for this year.$40.8$0.55$40.2$5.41$8.05$2.63
2014Summary only. Only limited summary data is available for this year.$80.5$0.08$80.4$5.59$9.04$3.45
2013Detailed filing. Detailed filing data is available for this year.$139$1.33$138$28.9$16.7$12.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$114$2.58$112$15.0
2011Summary only. Only limited summary data is available for this year.$102$0.10$102$23.2$18.1$5.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$98.2$0.11$98.1$17.3