Civic Intelligence

Ball State University Health Care Plan Trust

EIN 35-6494459 • 501(c)9 • Milwaukee, WI

Profile

To provide funding for certain medical benefits.

PO Box 0634Milwaukee, WI 53201-0634

n/A

Siviq Scores

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

Liabilities / Assets

22nd percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Liabilities / Revenue

25th percentile

0.00x

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

501(c)9 • $250M-$1B nonprofits • Source year 2024

Net Margin

98th percentile

98%

Higher net margin than 98% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Top Officer Pay

56th percentile

$67,375

Higher top officer pay than 56% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

501(c)9 • $250M-$1B nonprofits • Source year 2024

Asset Growth

66th percentile

9.0%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Revenue Growth

95th percentile

163%

Faster revenue growth than 95% of similar nonprofits.

501(c)9 • $250M-$1B nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets22nd percentile

Assets

Up

$343,978,539

Up $28,402,100 (+9.0%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$343,978,539

Up $28,402,100 (+9.0%) from 2023

Operations
Liabilities / Revenue25th percentileNet Margin98th percentile

Revenue

Up

$28,305,388

Up $17,542,193 (+163%) from 2023

Expenses

Down

$615,239

Down $1,626,343 (-73%) from 2023

Net Income

Up

$27,690,149

Up $19,168,536 (+225%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$400M$300M$200M$100M$0Assets 2011: $37,182,866Liabilities 2011: $0Net Assets 2011: $37,182,8662011Assets 2012: $148,899,559Liabilities 2012: $0Net Assets 2012: $148,899,5592012Assets 2013: $156,084,847Liabilities 2013: $0Net Assets 2013: $156,084,8472013Assets 2014: $168,737,488Liabilities 2014: $0Net Assets 2014: $168,737,4882014Assets 2015: $177,471,759Liabilities 2015: $0Net Assets 2015: $177,471,7592015Assets 2016: $190,578,523Liabilities 2016: $0Net Assets 2016: $190,578,5232016Assets 2021: $288,113,640Liabilities 2021: $0Net Assets 2021: $288,113,6402021Assets 2022: $309,558,796Liabilities 2022: $0Net Assets 2022: $309,558,7962022Assets 2023: $315,576,439Liabilities 2023: $0Net Assets 2023: $315,576,4392023Assets 2024: $343,978,539Liabilities 2024: $0Net Assets 2024: $343,978,5392024

Highlighted filing

2024

Assets$343,978,539
Liabilities$0
Net Assets$343,978,539
Open 2024 Filing

Operations Trend

Revenue Growth95th percentile

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

$30M$20M$10M$0Expenses 2011: $288,0362011Expenses 2012: $307,1892012Expenses 2013: $422,1992013Revenue 2014: $13,206,887Expenses 2014: $474,144Net Income 2014: $12,732,7432014Revenue 2015: $8,848,927Expenses 2015: $521,504Net Income 2015: $8,327,4232015Revenue 2016: $12,759,822Expenses 2016: $484,749Net Income 2016: $12,275,0732016Revenue 2021: $20,436,191Expenses 2021: $334,243Net Income 2021: $20,101,9482021Revenue 2022: $25,564,674Expenses 2022: $369,198Net Income 2022: $25,195,4762022Revenue 2023: $10,763,195Expenses 2023: $2,241,582Net Income 2023: $8,521,6132023Revenue 2024: $28,305,388Expenses 2024: $615,239Net Income 2024: $27,690,1492024

Highlighted filing

2024

Revenue$28,305,388
Expenses$615,239
Net Income$27,690,149
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$343,978,539
Liabilities
$0
Net assets
$343,978,539
Revenue
$28,305,388
Expenses
$615,239
Net income
$27,690,149
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$344$0.00$344$28.3$0.62$27.7
2023Detailed filing. Detailed filing data is available for this year.$316$0.00$316$10.8$2.24$8.52
2022Detailed filing. Detailed filing data is available for this year.$310$0.00$310$25.6$0.37$25.2
2021Detailed filing. Detailed filing data is available for this year.$288$0.00$288$20.4$0.33$20.1
2016Detailed filing. Detailed filing data is available for this year.$191$0.00$191$12.8$0.48$12.3
2015Detailed filing. Detailed filing data is available for this year.$177$0.00$177$8.85$0.52$8.33
2014Detailed filing. Detailed filing data is available for this year.$169$0.00$169$13.2$0.47$12.7
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$156$0.00$156$0.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$149$0.00$149$0.31
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.2$0.00$37.2$0.29
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
May 14, 2025
Return Version
2023v6.0
Gross Receipts
$130,154,288
Mission and Program Overview

Mission

To provide funding for certain medical benefits.

To provide funding for certain medical benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$315,576,439$343,978,539▲ $28,402,100
Investments in Publicly Traded Securities$314,077,045$338,748,334▲ $24,671,289
Savings and Temporary Cash Investments$1,499,394$5,230,205▲ $3,730,811
Total Assets$315,576,439$343,978,539▲ $28,402,100
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$315,576,439$343,978,539▲ $28,402,100
Total Liabilities and Net Assets / Fund Balance$315,576,439$343,978,539▲ $28,402,100
Compensation and Service Providers
Top Officer Pay56th percentile

Employees

NameTitleBaseTotal
-Trustee$67,375$67,375

Highest Paid Contractors

ContractorServicesLocationCompensation
Jacobs Levy Equity ManagementInvestment Management100 CAMPUS DRIVE, Florham Park, NJ 07932$120,598
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$27,219,538
Other Revenue
$1,085,850
Change in Net Assets
$27,690,149
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$547,864
Salaries, Compensation, and Employee Benefits$67,375
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Expenses-$229,718-$229,718
Current Officers, Directors, Trustees, and Key Employees$67,375--$67,375
Total Functional Expenses$67,375$547,864$0$615,239
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11-deion of Process for Revi

“Complying with internal policies and procedures of the trustee, preparation, review, and filing of form 990 to satisfy trustee's duty of care”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Review is not required before filing”

Form 990, Page 6, Part VI, Line 18

“UPON REQUEST”

Form 990, Page 6, Part VI, Line 19

“Complying with internal policies and procedures of the corporate trustee.”

Filing and Contact Details

Filer

Filer Name
Ball State Univ Veba Vanguard Index
EIN
35-6494459
Phone
5034643680
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
U S Bank N a by
Title
Trustee
Phone
5034643680
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Same as Above
Formed
2016
Legal Domicile
In
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Form 990, Page 5, Part V, Line 3B

“Trustor is an exempt organization trust not required to file form 990t”

Deion for Making Documents Public

“Subject to open inspection and freedom of information act”

Explanation for Form 990, Part XI, Line 9

“Py sales not settled at year end $1,198,792; cy sales not settled at year end ($5,330); cy purchased accrued int c/o ($235,963); trumbell lp distribution adj $685,751; trumbell lp income adj ($197,423); martingale lp income adj ($658,467); jp morgan core bond trust distribution adj $2,641,233; prologis distribution adj $87,423; wellington trust co distribution adj $228,811; carlyle property investors adj ($3,131,909); cost basis adj $99,033”

Raw XML Appendix284 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/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
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IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd0false
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IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0125066858
IRS990/GrossReceiptsAmt0130154288
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt04001580
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04001580
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0314077045
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0338748334
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0101848900
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt0315576439
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt023217958
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0711951
IRS990/OtherExpensesGrp/Desc0FOREIGN TAXES PAID
IRS990/OtherExpensesGrp/Desc1ADR FEES
IRS990/OtherExpensesGrp/Desc2INVESTMENT MANAGEMENT FEES
IRS990/OtherExpensesGrp/Desc3PARTNERSHIP EXPENSES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt11803
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2279797
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0PARTNERSHIP INCOME
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IRS990/OtherRevenueTotalAmt01085850
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SAME AS ABOVE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYContributionsGrantsAmt0121856
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt09039370
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IRS990/PYTotalExpensesAmt02241582
IRS990/PYTotalRevenueAmt010763195
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IRS990/ReconcilationRevenueExpnssAmt027690149
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
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IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTOR IS AN EXEMPT ORGANIZATION TRUST NOT REQUIRED TO FILE FORM 990T
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COMPLYING WITH INTERNAL POLICIES AND PROCEDURES OF THE TRUSTEE, PREPARATION, REVIEW, AND FILING OF FORM 990 TO SATISFY TRUSTEE'S DUTY OF CARE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SUBJECT TO OPEN INSPECTION AND FREEDOM OF INFORMATION ACT
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3REVIEW IS NOT REQUIRED BEFORE FILING
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COMPLYING WITH INTERNAL POLICIES AND PROCEDURES OF THE CORPORATE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6PY SALES NOT SETTLED AT YEAR END $1,198,792; CY SALES NOT SETTLED AT YEAR END ($5,330); CY PURCHASED ACCRUED INT C/O ($235,963); TRUMBELL LP DISTRIBUTION ADJ $685,751; TRUMBELL LP INCOME ADJ ($197,423); MARTINGALE LP INCOME ADJ ($658,467); JP MORGAN CORE BOND TRUST DISTRIBUTION ADJ $2,641,233; PROLOGIS DISTRIBUTION ADJ $87,423; WELLINGTON TRUST CO DISTRIBUTION ADJ $228,811; CARLYLE PROPERTY INVESTORS ADJ ($3,131,909); COST BASIS ADJ $99,033
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990/TotalEmployeeCnt00
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IRS990/TypeOfOrganizationTrustInd0X
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IRS990/UponRequestInd0X
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IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0U S BANK N A BY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05034643680
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BALL STATE UNIV VEBA VANGUARD INDEX
ReturnHeader/Filer/BusinessNameControlTxt0BALL
ReturnHeader/Filer/EIN0356494459
ReturnHeader/Filer/PhoneNum05034643680
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 0634
ReturnHeader/Filer/USAddress/CityNm0MILWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0532010634
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0920460586
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PWC US TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0301 GRANT STREET 45TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PITTSBURGH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd015219
ReturnHeader/PreparerPersonGrp/PhoneNum04123556000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALLISON J VALENTY
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02025-05-15T08:01:27-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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