Civic Intelligence

Indiana Utility Rate Payer Trust Dtd

EIN 35-6651129 • 501(c)4 • Muncie, IN

Profile

To provide funds to help cover legal and other expenses to any and all who are affected determentially by utility rates and practices in indiana.

200 East Jackson StreetMuncie, IN 47305

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)4 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

22nd percentile

0.00x

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

501(c)4 • $5M-$10M nonprofits • Source year 2024

Net Margin

5th percentile

-48%

Higher net margin than 5% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

60th percentile

$72,404

Higher top officer pay than 60% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

501(c)4 • $5M-$10M nonprofits • Source year 2024

Asset Growth

28th percentile

-1.7%

Faster asset growth than 28% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

35th percentile

2.2%

Faster revenue growth than 35% of similar nonprofits.

501(c)4 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$7,528,106

Down $128,420 (-1.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$7,528,106

Down $128,420 (-1.7%) from 2023

Operations
Liabilities / Revenue22nd percentileNet Margin5th percentile

Revenue

Up

$268,688

Up $5,696 (+2.2%) from 2023

Expenses

Up

$397,108

Up $8,786 (+2.3%) from 2023

Net Income

Down

-$128,420

Down $3,090 (-2.5%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

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

$10M$5.0M$0Assets 2020: $8,509,062Liabilities 2020: $0Net Assets 2020: $8,509,0622020Assets 2021: $8,701,155Liabilities 2021: $0Net Assets 2021: $8,701,1552021Assets 2022: $7,480,897Liabilities 2022: $0Net Assets 2022: $7,480,8972022Assets 2023: $7,656,526Liabilities 2023: $0Net Assets 2023: $7,656,5262023Assets 2024: $7,528,106Liabilities 2024: $0Net Assets 2024: $7,528,1062024

Highlighted filing

2024

Assets$7,528,106
Liabilities$0
Net Assets$7,528,106
Open 2024 Filing

Operations Trend

Revenue Growth35th percentile

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

$600K$400K$200K$0-$200KRevenue 2020: $587,504Expenses 2020: $363,400Net Income 2020: $224,1042020Revenue 2021: $379,697Expenses 2021: $439,932Net Income 2021: -$60,2352021Revenue 2022: $294,604Expenses 2022: $293,737Net Income 2022: $8672022Revenue 2023: $262,992Expenses 2023: $388,322Net Income 2023: -$125,3302023Revenue 2024: $268,688Expenses 2024: $397,108Net Income 2024: -$128,4202024

Highlighted filing

2024

Revenue$268,688
Expenses$397,108
Net Income-$128,420
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$7,528,106
Liabilities
$0
Net assets
$7,528,106
Revenue
$268,688
Expenses
$397,108
Net income
-$128,420
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.27$0.40$0.13
2023Detailed filing. Detailed filing data is available for this year.$7.66$0.00$7.66$0.26$0.39$0.13
2022Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.29$0.29$0.00
2021Detailed filing. Detailed filing data is available for this year.$8.70$0.00$8.70$0.38$0.44$0.06
2020Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.59$0.36$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 5, 2025
Return Version
2024v5.2
Gross Receipts
$2,468,378
Mission and Program Overview

Mission

To provide funds to help cover legal and other expenses to any and all who are affected detrimentally by utility rates and practices in indiana.

To provide funds to help cover legal and other expenses to any and all who are affected determentially by utility rates and practices in indiana.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,656,526$7,528,106▼ $128,420
Investments in Publicly Traded Securities$7,559,012$7,383,839▼ $175,173
Savings and Temporary Cash Investments$96,589$137,454▲ $40,865
Cash and Non-Interest-Bearing Accounts$925$6,813▲ $5,888
Total Assets$7,656,526$7,528,106▼ $128,420
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,656,526$7,528,106▼ $128,420
Total Liabilities and Net Assets / Fund Balance$7,656,526$7,528,106▼ $128,420
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleBaseTotal
-Trustee$72,404$72,404
Chris WilliamsExecutive Committee$5,450$5,450
Ms Anne BeckerExecutive Committee$5,450$5,450
Ms June LyleExecutive Committee$5,450$5,450
Richard HillExecutive Committee$5,450$5,450
Robert K JohnsonExecutive Committee$5,450$5,450
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$268,688
Other Revenue
$0
Change in Net Assets
$-128,420
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$290,606
Other Expenses$79,252
Salaries, Compensation, and Employee Benefits$27,250
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$290,606--$290,606
Fees for Service Investment Mgmnt Fees$36,202$36,202-$72,404
Current Officers, Directors, Trustees, and Key Employees$13,625$13,625-$27,250
Insurance$1,653$1,653-$3,306
Fees for Services Accounting$1,430$1,430-$2,860
Conferences and Meetings$341$341-$682
Total Functional Expenses$1$1$0$2
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
CAC Education FundIndianapolis, IN501(c)(3)Provide assistance$262,960
Energy Matters CCIColumbus, IN501(c)(3)Provide assistance$25,290
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
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
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-description of Process for Review

“The institutional trustee reviews a copy of form 990 prior to filing and provides a copy to the board of directors after filing.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Indiana Utility Rate Payer Trust Dtd
EIN
35-6651129
Phone
7657471500
Address
200 EAST JACKSON STREET, MUNCIE, IN 47305

Signing Officer

Name
First Merchant Pwa
Title
Fid. Tax Mgr
Phone
7657471500
Signed
2025-11-05
Discuss with paid preparer
Yes

Organization Details

Formed
1997
Legal Domicile
In
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Ksm Business Services Inc
Address
PO BOX 40857, Indianapolis, IN 46240
Preparer
Casse Tate
Phone
3175802000
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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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 40857
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Indianapolis
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd046240
ReturnHeader/PreparerPersonGrp/PhoneNum03175802000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CASSE TATE
ReturnHeader/ReturnTs02025-11-05T15:01:34-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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