Civic Intelligence

Midwest Iso Veba Trust

990EZ • Fiscal year 2019 • EIN 30-6042473

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 19, 2020

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

65th percentile

0.00x

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Net Margin

79th percentile

25%

Higher net margin than 79% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

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.

2019 filings • 501(c)9 • <$500k nonprofits • Source year 2019

Asset Growth

54th percentile

0.3%

Faster asset growth than 54% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2019

Revenue Growth

91st percentile

68%

Faster revenue growth than 91% of similar nonprofits.

2019 filings • 501(c)9 • <$500k nonprofits • Annualized from 2017 to 2019

Balance Sheet
Liabilities / Assets65th percentile

Assets

Up

$164,302

Up $1,069 (+0.7%) from 2017

Net Assets

Up

$164,302

Up $1,069 (+0.7%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue66th percentileNet Margin79th percentile

Revenue

Up

$3,343

Up $2,158 (+182%) from 2017

Expenses

Flat

$2,500

Flat from 2017

Net Income

Up

$843

Up $2,158 (+164%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

2019

Assets$164,302
Liabilities$0
Net Assets$164,302
Open 2019 Filing

Operations Trend

Revenue Growth91st percentile

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

2019

Revenue$3,343
Expenses$2,500
Net Income$843
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 19, 2020
Return Version
2019v5.1
Gross Receipts
$3,343
Mission and Program Overview

Mission

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

Program Services

DescriptionGrantsExpenses
NONE$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
Gregory Powell
Title
VP, Human Resources
Phone
3172495400
Signed
2020-06-19
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
111 MONUMENT CIRCLE SUITE 4200, INDIANAPOLIS, IN 46204-5108
Preparer
Jeffrey D Frank
Phone
2136880800
Supplemental Narrative

Additional Explanations

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

“Description: interest income. Amount: 3,343.”

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

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

Raw XML Appendix96 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/BOYAmt0163459
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0164302
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd00
IRS990EZ/DirectIndirectPltclExpendAmt00
IRS990EZ/DonorAdvisedFndsInd00
IRS990EZ/ExcessOrDeficitForYearAmt0843
IRS990EZ/ForeignFinancialAccountInd00
IRS990EZ/ForeignOfficeInd00
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0163459
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0164302
IRS990EZ/GrossReceiptsAmt03343
IRS990EZ/InfoInScheduleOPartIIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/MadeLoansToFromOfficersInd00
IRS990EZ/MethodOfAccountingAccrualInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0163459
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0164302
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0163459
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0164302
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/OtherRevenueTotalAmt03343
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO PROVIDE POST-RETIREMENT MEDICAL BENEFITS TO SELECTED EMPLOYEES OF MIDCONTINENT INDEPENDENT SYSTEM OPERATOR, INC.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0NONE
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IN
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TotalExpensesAmt02500
IRS990EZ/TotalRevenueAmt03343
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 3,343.
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/BuildTS02020-09-23 17:36:50Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GREGORY POWELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP, HUMAN RESOURCES
ReturnHeader/BusinessOfficerGrp/PhoneNum03172495400
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-19
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/AtSubmissionFilingDeviceId040B1CA659B6B02CC8A600264B1F205665E55F07D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt096.236.213.138
ReturnHeader/FilingSecurityInformation/IPDt02020-06-19
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ED
ReturnHeader/FilingSecurityInformation/IPTm015:36:42
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0111 MONUMENT CIRCLE SUITE 4200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0INDIANAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0462045108
ReturnHeader/PreparerPersonGrp/PhoneNum02136880800
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY D FRANK
ReturnHeader/ReturnTs02020-06-22T13:32:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$164,302
Liabilities
$0
Net assets
$164,302
Revenue
$3,343
Expenses
$2,500
Net income
$843
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