Civic Intelligence

Midwest Iso Veba Trust

990EZ • Fiscal year 2017 • EIN 30-6042473

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 15, 2018

Organization ProfileN/A
PO Box 4202Carmel, IN 46082-4202

(317) 249-5400

Siviq Scores

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

Liabilities / Assets

64th percentile

0.00x

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

67th percentile

0.00x

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Net Margin

18th percentile

-111%

Higher net margin than 18% of similar nonprofits.

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

72nd percentile

$0

Higher top officer pay than 72% of similar nonprofits.

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

2017 filings • 501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Balance Sheet
Liabilities / Assets64th percentile

Assets

$163,233

No earlier filing loaded for comparison.

Net Assets

$163,233

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin18th percentile

Revenue

$1,185

No earlier filing loaded for comparison.

Expenses

$2,500

No earlier filing loaded for comparison.

Net Income

-$1,315

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$200K$150K$100K$50K$0Assets 2017: $163,233Liabilities 2017: $0Net Assets 2017: $163,2332017Assets 2019: $164,302Liabilities 2019: $0Net Assets 2019: $164,3022019Assets 2020: $157,392Liabilities 2020: $0Net Assets 2020: $157,3922020Assets 2021: $154,929Liabilities 2021: $0Net Assets 2021: $154,9292021Assets 2022: $154,816Liabilities 2022: $0Net Assets 2022: $154,8162022Assets 2023: $160,037Liabilities 2023: $0Net Assets 2023: $160,0372023Assets 2024: $165,786Liabilities 2024: $0Net Assets 2024: $165,7862024

Highlighted filing

2017

Assets$163,233
Liabilities$0
Net Assets$163,233
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$10K$5.0K$0-$5.0K-$10KRevenue 2017: $1,185Expenses 2017: $2,500Net Income 2017: -$1,3152017Revenue 2019: $3,343Expenses 2019: $2,500Net Income 2019: $8432019Revenue 2020: $615Expenses 2020: $7,525Net Income 2020: -$6,9102020Revenue 2021: $37Expenses 2021: $2,500Net Income 2021: -$2,4632021Revenue 2022: $2,387Expenses 2022: $2,500Net Income 2022: -$1132022Revenue 2023: $7,721Expenses 2023: $2,500Net Income 2023: $5,2212023Revenue 2024: $8,249Expenses 2024: $2,500Net Income 2024: $5,7492024

Highlighted filing

2017

Revenue$1,185
Expenses$2,500
Net Income-$1,315
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 15, 2018
Return Version
2017v2.3
Gross Receipts
$1,185
Mission and Program Overview

Mission

To provide post-retirement medical benefits to selected employees of midcontinent independent system operator, inc.

Program Services

DescriptionGrantsExpenses
NOT APPLICABLE$0$0
N/A$0$0
N/A$0$0
Compensation and Service Providers
Top Officer Pay72nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PNC BANKTrusteeFT$0--
Filing and Contact Details

Filer

Filer Name
Midwest Iso Veba Trust
EIN
30-6042473
Phone
3172495400
Address
PO BOX 4202, CARMEL, IN 46082-4202

Signing Officer

Name
Trustee
Title
Trustee
Phone
3172495400
Signed
2018-11-15
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
555 W 5TH STREET SUITE 2700, LOS ANGELES, CA 90013-1010
Preparer
Julia Chin
Phone
2136880800
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8 - Other Revenue

“Description: interest income. Amount: 1,185.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: trustee fees. Amount: 2,500.”

Raw XML Appendix103 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
IRS990EZ/ActivitiesNotPreviouslyRptInd00
IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0MIDCONTINENT IND SYS OPERATOR INC
IRS990EZ/BooksInCareOfDetail/PhoneNum03172495400
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0701 CITY CENTER DRIVE
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CARMEL
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IN
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd0460327574
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0164548
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0163233
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0-1315
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0164548
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0163233
IRS990EZ/GrossReceiptsAmt01185
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0164548
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0163233
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0164548
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0163233
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PNC BANK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt02500
IRS990EZ/OtherRevenueTotalAmt01185
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE POST-RETIREMENT MEDICAL BENEFITS TO SELECTED EMPLOYEES OF MIDCONTINENT INDEPENDENT SYSTEM OPERATOR, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NOT APPLICABLE
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2N/A
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt20
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt10
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt20
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt02500
IRS990EZ/TotalRevenueAmt01185
IRS990EZ/TransactionWithControlEntInd00
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 1,185.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: TRUSTEE FEES. AMOUNT: 2,500.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8 - OTHER REVENUE
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03172495400
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MIDWEST ISO VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MIDW
ReturnHeader/Filer/EIN0306042473
ReturnHeader/Filer/PhoneNum03172495400
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 4202
ReturnHeader/Filer/USAddress/CityNm0CARMEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd0460824202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId082C618081E23B0DF6B59A913B4A32651ADCE35D1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.203.115.26
ReturnHeader/FilingSecurityInformation/IPDt02018-11-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm017:10:55
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0555 W 5TH STREET SUITE 2700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LOS ANGELES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0900131010
ReturnHeader/PreparerPersonGrp/PhoneNum02136880800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIA CHIN
ReturnHeader/ReturnTs02018-11-15T17:20:08-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$163,233
Liabilities
$0
Net assets
$163,233
Revenue
$1,185
Expenses
$2,500
Net income
-$1,315
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.08$0.03$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.08$0.03$0.05
2022Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.02$0.03$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.55$0.00$1.55$0.00$0.03$0.02
2020Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.01$0.08$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.03$0.03$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.00$1.63$0.01$0.03$0.01