Civic Intelligence

Nisource Non-Union Post-65 Retiree

990 • Fiscal year 2022 • EIN 22-3203498

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 15, 2023

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

71st percentile

0.14x

Higher debt load relative to assets than 71% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Liabilities / Revenue

99th percentile

3.15x

Higher debt load relative to revenue than 99% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Net Margin

7th percentile

-68%

Higher net margin than 7% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2022 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2022

Asset Growth

31st percentile

-14%

Faster asset growth than 31% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-51%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets71st percentile

Assets

Down

$85,215,127

Down $13,537,138 (-14%) from 2021

Net Assets

Down

$73,555,400

Down $23,807,961 (-24%) from 2021

Liabilities

Up

$11,659,727

Up $10,270,823 (+739%) from 2021

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin7th percentile

Revenue

Down

$3,705,849

Down $3,902,208 (-51%) from 2021

Expenses

Down

$6,241,601

Down $1,474,979 (-19%) from 2021

Net Income

Down

-$2,535,752

Down $2,427,229 (-2237%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth31st 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

2022

Assets$85,215,127
Liabilities$11,659,727
Net Assets$73,555,400
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$3,705,849
Expenses$6,241,601
Net Income-$2,535,752
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 15, 2023
Return Version
2022v5.0
Gross Receipts
$21,419,339
Mission and Program Overview

Mission

PROVIDE MEDICAL BENEFITS

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$97,363,361$73,555,400▼ $23,807,961
Investments in Publicly Traded Securities$81,021,642$58,558,453▼ $22,463,189
Savings and Temporary Cash Investments$2,199,206$13,629,045▲ $11,429,839
Investments Other Securities$15,447,204$11,620,642▼ $3,826,562
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$98,752,265$85,215,127▼ $13,537,138
Other Assets Total$84,213$1,406,987▲ $1,322,774
Liabilities
Other Liabilities$1,304,691$11,659,727▲ $10,355,036
Accounts Payable and Accrued Expenses$84,213--
Total Liabilities$1,388,904$11,659,727▲ $10,270,823
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,363,361$73,555,400▼ $23,807,961
Total Liabilities and Net Assets / Fund Balance$98,752,265$85,215,127▼ $13,537,138

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$11,620,642--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Brett RadulovichAgent of Pln Administrator
Gunnar GodeAgent of Pln Administrator
Jillian HansenAgent of Pln Administrator
Melanie BermanAgent of Pln Administrator
Randy HulenAgent of Pln Administrator
Kimberly CartellaAgent of Pln Administrator - New
Aaron BrowAgent of Pln Administrator - Past
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$430,187
Investment Income
$3,275,662
Other Revenue
$0
Change in Net Assets
$-2,535,752
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$339,433
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---$5,902,168
Other Expenses---$200,991
Fees for Services Accounting---$66,586
Fees for Services Legal---$44,455
Fees for Service Investment Mgmnt Fees---$27,365
Fees for Services Other---$36
Total Functional Expenses$0$0$0$6,241,601
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
Pending Trades$11,659,727
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
Randy Hulen
Title
VP, Investor Relations & Treasurer
Phone
2166475688
Signed
2023-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Randy Hulen
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 20,582.”

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 Appendix396 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
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IRS990/BenefitsToMembersGrp/TotalAmt05902168
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IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0290 W NATIONWIDE BLVD
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IRS990/Form990PartVIISectionAGrp/OfficerInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0RANDY HULEN
IRS990/Form990PartVIISectionAGrp/PersonNm1MELANIE BERMAN
IRS990/Form990PartVIISectionAGrp/PersonNm2BRETT RADULOVICH
IRS990/Form990PartVIISectionAGrp/PersonNm3GUNNAR GODE
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IRS990/Form990PartVIISectionAGrp/PersonNm5AARON BROW
IRS990/Form990PartVIISectionAGrp/PersonNm6KIMBERLY CARTELLA
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0AGENT OF PLN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1AGENT OF PLN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2AGENT OF PLN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3AGENT OF PLN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4AGENT OF PLN ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5AGENT OF PLN ADMINISTRATOR - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt6AGENT OF PLN ADMINISTRATOR - NEW
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IRS990/FSAuditedInd01
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IRS990/GainOrLossGrp/SecuritiesAmt0-164937
IRS990/GamingActivitiesInd00
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IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-164937
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt0-164937
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IRS990/NondeductibleContributionsInd00
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IRS990/OperateHospitalInd00
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0COMMON COLLECTIVE TRUSTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
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
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IRS990ScheduleD/TotalLiabilityAmt011659727
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 20,582.
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/TotalAssetsBOYAmt098752265
IRS990/TotalAssetsEOYAmt085215127
IRS990/TotalAssetsGrp/BOYAmt098752265
IRS990/TotalAssetsGrp/EOYAmt085215127
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt06241601
IRS990/TotalGrossUBIAmt02982764
IRS990/TotalLiabilitiesBOYAmt01388904
IRS990/TotalLiabilitiesEOYAmt011659727
IRS990/TotalLiabilitiesGrp/BOYAmt01388904
IRS990/TotalLiabilitiesGrp/EOYAmt011659727
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt097363361
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt073555400
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0430187
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0292898
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0430187
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03705849
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt02982764
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt098752265
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt085215127
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/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0RANDY HULEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, INVESTOR RELATIONS & TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum02166475688
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-15
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/IRSResponsiblePrtyInfoCurrInd00
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
ReturnHeader/PreparerPersonGrp/PreparationDt02023-11-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ADAM SIMAGA
ReturnHeader/ReturnTs02023-11-15T11:22:03-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0RANDY
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HULEN
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$85,215,127
Liabilities
$11,659,727
Net assets
$73,555,400
Revenue
$3,705,849
Expenses
$6,241,601
Net income
-$2,535,752
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