Civic Intelligence

Ipalco Enterprises Inc Voluntary Employee Beneficiary Assoc Trust

EIN 35-1946825 • 501(c)9 • Indianapolis, IN

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Profile

Provide post-retirement medical benefits to eligible retirees and their dependents.

107 N Pennsylvania St Suite 500Indianapolis, IN 46204

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

52nd percentile

0.05x

Higher debt load relative to revenue than 52% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

64th percentile

11%

Higher net margin than 64% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

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.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

44th percentile

5.4%

Faster asset growth than 44% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

21st percentile

-2.1%

Faster revenue growth than 21% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$54,038,004

Up $2,752,012 (+5.4%) from 2023

Liabilities

Down

$161,379

Down $37,823 (-19%) from 2023

Net Assets

Up

$53,876,625

Up $2,789,835 (+5.5%) from 2023

Operations
Liabilities / Revenue52nd percentileNet Margin64th percentile

Revenue

Down

$2,941,946

Down $62,247 (-2.1%) from 2023

Expenses

Up

$2,605,181

Up $65,533 (+2.6%) from 2023

Net Income

Down

$336,765

Down $127,780 (-28%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$80M$60M$40M$20M$0Assets 2010: $72,168,854Liabilities 2010: $917,367Net Assets 2010: $71,251,4872010Assets 2011: $65,037,702Liabilities 2011: $619,292Net Assets 2011: $64,418,4102011Assets 2012: $66,085,602Liabilities 2012: $651,048Net Assets 2012: $65,434,5542012Assets 2013: $69,294,317Liabilities 2013: $920,272Net Assets 2013: $68,374,0452013Assets 2014: $66,579,224Liabilities 2014: $1,238,660Net Assets 2014: $65,340,5642014Assets 2015: $61,225,873Liabilities 2015: $1,241,671Net Assets 2015: $59,984,2022015Assets 2016: $58,280,859Liabilities 2016: $793,858Net Assets 2016: $57,487,0012016Assets 2017: $62,064,863Liabilities 2017: $611,061Net Assets 2017: $61,453,8022017Assets 2018: $54,337,187Liabilities 2018: $657,343Net Assets 2018: $53,679,8442018Assets 2019: $58,784,969Liabilities 2019: $508,368Net Assets 2019: $58,276,6012019Assets 2020: $61,847,448Liabilities 2020: $929,293Net Assets 2020: $60,918,1552020Assets 2021: $63,954,238Liabilities 2021: $575,272Net Assets 2021: $63,378,9662021Assets 2022: $48,084,701Liabilities 2022: $1,028,953Net Assets 2022: $47,055,7482022Assets 2023: $51,285,992Liabilities 2023: $199,202Net Assets 2023: $51,086,7902023Assets 2024: $54,038,004Liabilities 2024: $161,379Net Assets 2024: $53,876,6252024

Highlighted filing

2024

Assets$54,038,004
Liabilities$161,379
Net Assets$53,876,625
Open 2024 Filing

Operations Trend

Revenue Growth21st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $7,074,0682010Expenses 2011: $6,991,3712011Expenses 2012: $8,174,3822012Revenue 2013: $4,438,501Expenses 2013: $8,171,220Net Income 2013: -$3,732,7192013Revenue 2014: $4,666,513Expenses 2014: $7,295,409Net Income 2014: -$2,628,8962014Revenue 2015: $6,337,308Expenses 2015: $7,741,574Net Income 2015: -$1,404,2662015Revenue 2016: $6,275,935Expenses 2016: $6,691,054Net Income 2016: -$415,1192016Revenue 2017: $5,855,718Expenses 2017: $6,211,600Net Income 2017: -$355,8822017Revenue 2018: $4,916,573Expenses 2018: $5,857,201Net Income 2018: -$940,6282018Revenue 2019: $5,047,867Expenses 2019: $6,330,621Net Income 2019: -$1,282,7542019Revenue 2020: $7,621,815Expenses 2020: $6,007,619Net Income 2020: $1,614,1962020Revenue 2021: $6,244,548Expenses 2021: $5,109,410Net Income 2021: $1,135,1382021Revenue 2022: $5,227,402Expenses 2022: $5,369,624Net Income 2022: -$142,2222022Revenue 2023: $3,004,193Expenses 2023: $2,539,648Net Income 2023: $464,5452023Revenue 2024: $2,941,946Expenses 2024: $2,605,181Net Income 2024: $336,7652024

Highlighted filing

2024

Revenue$2,941,946
Expenses$2,605,181
Net Income$336,765
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$54,038,004
Liabilities
$161,379
Net assets
$53,876,625
Revenue
$2,941,946
Expenses
$2,605,181
Net income
$336,765
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.0$0.16$53.9$2.94$2.61$0.34
2023Detailed filing. Detailed filing data is available for this year.$51.3$0.20$51.1$3.00$2.54$0.46
2022Detailed filing. Detailed filing data is available for this year.$48.1$1.03$47.1$5.23$5.37$0.14
2021Detailed filing. Detailed filing data is available for this year.$64.0$0.58$63.4$6.24$5.11$1.14
2020Detailed filing. Detailed filing data is available for this year.$61.8$0.93$60.9$7.62$6.01$1.61
2019Detailed filing. Detailed filing data is available for this year.$58.8$0.51$58.3$5.05$6.33$1.28
2018Detailed filing. Detailed filing data is available for this year.$54.3$0.66$53.7$4.92$5.86$0.94
2017Detailed filing. Detailed filing data is available for this year.$62.1$0.61$61.5$5.86$6.21$0.36
2016Detailed filing. Detailed filing data is available for this year.$58.3$0.79$57.5$6.28$6.69$0.42
2015Detailed filing. Detailed filing data is available for this year.$61.2$1.24$60.0$6.34$7.74$1.40
2014Detailed filing. Detailed filing data is available for this year.$66.6$1.24$65.3$4.67$7.30$2.63
2013Detailed filing. Detailed filing data is available for this year.$69.3$0.92$68.4$4.44$8.17$3.73
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$66.1$0.65$65.4$8.17
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.0$0.62$64.4$6.99
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$72.2$0.92$71.3$7.07
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.0
Gross Receipts
$2,941,946
Mission and Program Overview

Mission

Provide post-retirement medical benefits to eligible retirees and their eligible dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$51,086,790$53,876,625▲ $2,789,835
Investments in Publicly Traded Securities$50,656,858$53,011,654▲ $2,354,796
Accounts Receivable$619,891$961,611▲ $341,720
Prepaid Expenses and Deferred Charges$5,280$61,230▲ $55,950
Savings and Temporary Cash Investments$3,963$3,509▼ $454
Total Assets$51,285,992$54,038,004▲ $2,752,012
Liabilities
Accounts Payable and Accrued Expenses$47,221$81,682▲ $34,461
Other Liabilities$151,981$79,697▼ $72,284
Total Liabilities$199,202$161,379▼ $37,823
Net Assets / Fund Balance
Total Net Assets Fund Balance$51,086,790$53,876,625▲ $2,789,835
Total Liabilities and Net Assets / Fund Balance$51,285,992$54,038,004▲ $2,752,012
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
-Trustee
Max CalifarCommittee Ch
Stephen J PlunkettCommittee Me
Stephen L MeyerCommittee Se
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,688,206
Investment Income
$253,740
Other Revenue
$0
Change in Net Assets
$336,765

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,941,946
Total Revenue per Audited Statements
$2,941,946
Total Revenue per Form 990
$2,941,946
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$626,457
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$1,978,724--$1,978,724
Fees for Services Management$220,800--$220,800
Fees for Services Other$156,541--$156,541
Fees for Service Investment Mgmnt Fees$85,905--$85,905
Fees for Services Legal$76,930--$76,930
Insurance$37,627--$37,627
Fees for Services Accounting$19,690--$19,690
Other Expenses$477--$477
All Other Expenses$390--$390
Total Functional Expenses$2,605,181$0$0$2,605,181

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,605,181
Total Expenses per Audited Statements$2,605,181
Total Expenses per Form 990$2,605,181
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
Benefit Claims Payable$79,697
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 3

“National bank of indianapolis is the trustee of the plan and manages cash receipts and disbursements.”

Form 990, Page 6, Part VI, Line 11B

“Copy of form 990 provided to all members of governing body for review prior to filing.”

Form 990, Page 6, Part VI, Line 12C

“No enforcement of conflict of interests policies have been required.”

Form 990, Page 6, Part VI, Line 15A

“Board compensation has been reviewed for comparability and reasonableness.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Ipalco Enterprises Inc Voluntary
EIN
35-1946825
Phone
8123789960
Address
107 N PENNSYLVANIA ST SUITE 500, INDIANAPOLIS, IN 46204

Signing Officer

Name
Max Califar
Title
Committee Chairman
Phone
3172619683
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Max Califar
Formed
2000
Legal Domicile
In
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Horizon CPA Services Inc
Address
9745 RANDALL DR STE 140, CARMEL, IN 46280
Preparer
A Bradley Mares CPA
Phone
3176441468
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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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO ENFORCEMENT OF CONFLICT OF INTERESTS POLICIES HAVE BEEN REQUIRED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BOARD COMPENSATION HAS BEEN REVIEWED FOR COMPARABILITY AND REASONABLENESS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt051285992
IRS990/TotalAssetsEOYAmt054038004
IRS990/TotalAssetsGrp/BOYAmt051285992
IRS990/TotalAssetsGrp/EOYAmt054038004
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02605181
IRS990/TotalFunctionalExpensesGrp/TotalAmt02605181
IRS990/TotalGrossUBIAmt023
IRS990/TotalLiabilitiesBOYAmt0199202
IRS990/TotalLiabilitiesEOYAmt0161379
IRS990/TotalLiabilitiesGrp/BOYAmt0199202
IRS990/TotalLiabilitiesGrp/EOYAmt0161379
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt051086790
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt053876625
IRS990/TotalProgramServiceExpensesAmt02605181
IRS990/TotalProgramServiceRevenueAmt02688206
IRS990/TotalRevenueGrp/ExclusionAmt02437147
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0504776
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02941946
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt023
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt051285992
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt054038004
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0107 N PENNSYLVANIA ST SUITE 500
IRS990/USAddress/CityNm0INDIANAPOLIS
IRS990/USAddress/StateAbbreviationCd0IN
IRS990/USAddress/ZIPCd046204
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MAX CALIFAR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0COMMITTEE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03172619683
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IPALCO ENTERPRISES INC VOLUNTARY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEE BENEFICIARY ASSOC TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IPAL
ReturnHeader/Filer/EIN0351946825
ReturnHeader/Filer/PhoneNum08123789960
ReturnHeader/Filer/USAddress/AddressLine1Txt0107 N PENNSYLVANIA ST SUITE 500
ReturnHeader/Filer/USAddress/CityNm0INDIANAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IN
ReturnHeader/Filer/USAddress/ZIPCd046204
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0204287594
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HORIZON CPA SERVICES INC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09745 RANDALL DR STE 140
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CARMEL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046280
ReturnHeader/PreparerPersonGrp/PhoneNum03176441468
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0A BRADLEY MARES CPA
ReturnHeader/ReturnTs02025-10-13T13:07:42-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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