Civic Intelligence

Xcel Energy Inc Veba for Retired Employees

EIN 84-6266801 • 501(c)9 • Minneapolis, MN

Profile

Payment of health and welfare benefits for the retirees of xcel energy inc. And its subsidiaries.

414 Nicollet MallMinneapolis, MN 55401

n/A

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

36th percentile

0.01x

Higher debt load relative to revenue than 36% of similar nonprofits.

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

Net Margin

8th percentile

-56%

Higher net margin than 8% of similar nonprofits.

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

Top Officer Pay

64th percentile

$133,404

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

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

Asset Growth

18th percentile

-3.6%

Faster asset growth than 18% of similar nonprofits.

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

Revenue Growth

74th percentile

24%

Faster revenue growth than 74% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$349,141,962

Down $12,983,878 (-3.6%) from 2023

Liabilities

Down

$325,428

Down $102,695 (-24%) from 2023

Net Assets

Down

$348,816,534

Down $12,881,183 (-3.6%) from 2023

Operations
Liabilities / Revenue36th percentileNet Margin8th percentile

Revenue

Up

$41,274,997

Up $8,066,675 (+24%) from 2023

Expenses

Up

$64,477,167

Up $2,278,475 (+3.7%) from 2023

Net Income

Up

-$23,202,170

Up $5,788,200 (+20%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth18th percentile

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

$600M$400M$200M$0Assets 2011: $439,969,250Liabilities 2011: $11,924,112Net Assets 2011: $428,045,1382011Assets 2012: $487,765,201Liabilities 2012: $23,758Net Assets 2012: $487,741,4432012Assets 2013: $496,882,798Liabilities 2013: $30,829Net Assets 2013: $496,851,9692013Assets 2014: $479,981,011Liabilities 2014: $153,775Net Assets 2014: $479,827,2362014Assets 2015: $453,571,985Liabilities 2015: $37,227Net Assets 2015: $453,534,7582015Assets 2016: $447,986,953Liabilities 2016: $17,732Net Assets 2016: $447,969,2212016Assets 2017: $466,720,451Liabilities 2017: $18,196Net Assets 2017: $466,702,2552017Assets 2018: $423,439,535Liabilities 2018: $55,552Net Assets 2018: $423,383,9832018Assets 2020: $455,679,814Liabilities 2020: $107,698Net Assets 2020: $455,572,1162020Assets 2021: $445,588,798Liabilities 2021: $142,367Net Assets 2021: $445,446,4312021Assets 2022: $369,656,285Liabilities 2022: $1,173,799Net Assets 2022: $368,482,4862022Assets 2023: $362,125,840Liabilities 2023: $428,123Net Assets 2023: $361,697,7172023Assets 2024: $349,141,962Liabilities 2024: $325,428Net Assets 2024: $348,816,5342024

Highlighted filing

2024

Assets$349,141,962
Liabilities$325,428
Net Assets$348,816,534
Open 2024 Filing

Operations Trend

Revenue Growth74th percentile

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

$150M$100M$50M$0-$50MRevenue 2011: $59,322,600Expenses 2011: $52,646,041Net Income 2011: $6,676,5592011Revenue 2012: $112,337,806Expenses 2012: $52,641,501Net Income 2012: $59,696,3052012Revenue 2013: $55,658,990Expenses 2013: $44,965,923Net Income 2013: $10,693,0672013Revenue 2014: $30,289,129Expenses 2014: $47,313,862Net Income 2014: -$17,024,7332014Revenue 2015: $14,991,473Expenses 2015: $41,283,951Net Income 2015: -$26,292,4782015Revenue 2016: $39,461,000Expenses 2016: $45,026,537Net Income 2016: -$5,565,5372016Revenue 2017: $62,201,168Expenses 2017: $43,468,134Net Income 2017: $18,733,0342017Revenue 2018: $2,918,489Expenses 2018: $46,236,763Net Income 2018: -$43,318,2742018Revenue 2020: $58,395,899Expenses 2020: $53,898,488Net Income 2020: $4,497,4112020Revenue 2021: $63,575,592Expenses 2021: $73,700,861Net Income 2021: -$10,125,2692021Revenue 2022: $20,341,520Expenses 2022: $50,594,145Net Income 2022: -$30,252,6252022Revenue 2023: $33,208,322Expenses 2023: $62,198,692Net Income 2023: -$28,990,3702023Revenue 2024: $41,274,997Expenses 2024: $64,477,167Net Income 2024: -$23,202,1702024

Highlighted filing

2024

Revenue$41,274,997
Expenses$64,477,167
Net Income-$23,202,170
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
$349,141,962
Liabilities
$325,428
Net assets
$348,816,534
Revenue
$41,274,997
Expenses
$64,477,167
Net income
-$23,202,170
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$349$0.33$349$41.3$64.5$23.2
2023Summary only. Only limited summary data is available for this year.$362$0.43$362$33.2$62.2$29.0
2022Summary only. Only limited summary data is available for this year.$370$1.17$368$20.3$50.6$30.3
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$446$0.14$445$63.6$73.7$10.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$456$0.11$456$58.4$53.9$4.50
2018Summary only. Only limited summary data is available for this year.$423$0.06$423$2.92$46.2$43.3
2017Summary only. Only limited summary data is available for this year.$467$0.02$467$62.2$43.5$18.7
2016Summary only. Only limited summary data is available for this year.$448$0.02$448$39.5$45.0$5.57
2015Summary only. Only limited summary data is available for this year.$454$0.04$454$15.0$41.3$26.3
2014Summary only. Only limited summary data is available for this year.$480$0.15$480$30.3$47.3$17.0
2013Summary only. Only limited summary data is available for this year.$497$0.03$497$55.7$45.0$10.7
2012Summary only. Only limited summary data is available for this year.$488$0.02$488$112$52.6$59.7
2011Summary only. Only limited summary data is available for this year.$440$11.9$428$59.3$52.6$6.68
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 13, 2025
Return Version
2024v5.2
Gross Receipts
$44,558,457
Mission and Program Overview

Mission

Payment of health and welfare benefits for the retirees of Xcel Energy Inc. and its subsidiaries

Payment of health and welfare benefits for the retirees of xcel energy inc. And its subsidiaries.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$361,697,717$348,816,534▼ $12,881,183
Investments Other Securities$324,402,700$311,959,239▼ $12,443,461
Cash and Non-Interest-Bearing Accounts$31,398,117$31,599,902▲ $201,785
Accounts Receivable$655,632$810,943▲ $155,311
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$362,125,840$349,141,962▼ $12,983,878
Other Assets Total$5,669,391$4,771,878▼ $897,513
Liabilities
Other Liabilities$365,009$262,948▼ $102,061
Accounts Payable and Accrued Expenses$63,114$62,480▼ $634
Total Liabilities$428,123$325,428▼ $102,695
Net Assets / Fund Balance
Total Net Assets Fund Balance$361,697,717$348,816,534▼ $12,881,183
Total Liabilities and Net Assets / Fund Balance$362,125,840$349,141,962▼ $12,983,878

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$311,959,239--
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleBaseTotal
-Trustee$133,404$133,404

Highest Paid Contractors

ContractorServicesLocationCompensation
MerckAdministrative Services1 EXPRESS WAY, St Louis, MO 63121$929,429
Delta Dental Of MinnesotaAdministrative Services500 WASHINGTON AVE S SUITE 2060, Minneapolis, MN 55415$104,487
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,987,709
Investment Income
$12,112,315
Other Revenue
$14,174,973
Change in Net Assets
$-23,202,170
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,167,029
Salaries, Compensation, and Employee Benefits$133,404
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$63,176,734--$63,176,734
Fees for Service Investment Mgmnt Fees-$578,047-$578,047
Fees for Services Other-$237,785-$237,785
Current Officers, Directors, Trustees, and Key Employees-$133,404-$133,404
Other Expenses-$96,197-$96,197
Total Functional Expenses$63,176,734$1,300,433$0$64,477,167
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
Ubit Payable$262,948
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the external financial reporting, tax accounting, and benefits accounting departments on a coordinated basis. On at least a quarterly basis, members of these departments meet with the senior vice president/controller and executive vice president/chief administrative officer to discuss the status and performance of the plan. Once the 990 is completed, the department leaders review the form 990 and support, and it is submitted to the irs electronically.”

Form 990, Part VI, Section C, Line 19

“The organization does not make its governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Xcel Energy Inc Veba for Retired
EIN
84-6266801
Phone
6123305500
Address
414 NICOLLET MALL, MINNEAPOLIS, MN 55401

Signing Officer

Name
Peter D Mathieson
Title
Vice President - Tax
Phone
6123305500
Signed
2025-11-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter D Mathieson
Formed
1993
Legal Domicile
Mn
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET, MINNEAPOLIS, MN 55402
Preparer
Chris Meskimen
Phone
6123974000
Raw XML Appendix288 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
IRS990/AccountantCompileOrReviewInd00
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IRS990/AccountsPayableAccrExpnssGrp/EOYAmt062480
IRS990/AccountsReceivableGrp/BOYAmt0655632
IRS990/AccountsReceivableGrp/EOYAmt0810943
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PAYMENT OF HEALTH AND WELFARE BENEFITS FOR THE RETIREES OF XCEL ENERGY INC. AND ITS SUBSIDIARIES.
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt063176734
IRS990/BenefitsToMembersGrp/TotalAmt063176734
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0DELAWARE CHARTER GUARANTEE & TRUST COMPANY DBA PRINCIPAL TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum05158786065
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0222 S 9TH STREET
IRS990/BooksInCareOfDetail/USAddress/CityNm0MINNEAPOLIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055402
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt0361697717
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IRS990/CashNonInterestBearingGrp/BOYAmt031398117
IRS990/CashNonInterestBearingGrp/EOYAmt031599902
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt02
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0133404
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0133404
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd01
IRS990/ContractorCompensationGrp/CompensationAmt0929429
IRS990/ContractorCompensationGrp/CompensationAmt1104487
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01 EXPRESS WAY
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1500 WASHINGTON AVE S SUITE 2060
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST LOUIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MINNEAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd063121
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155415
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0MERCK
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1DELTA DENTAL OF MINNESOTA
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc1ADMINISTRATIVE SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt063176734
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt012112315
IRS990/CYOtherExpensesAmt01167029
IRS990/CYOtherRevenueAmt014174973
IRS990/CYProgramServiceRevenueAmt014987709
IRS990/CYRevenuesLessExpensesAmt0-23202170
IRS990/CYSalariesCompEmpBnftPaidAmt0133404
IRS990/CYTotalExpensesAmt064477167
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt041274997
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0BENEFITS PAID TO IT'S MEMBERS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt063176734
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt0237785
IRS990/FeesForServicesOtherGrp/TotalAmt0237785
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0578047
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0578047
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0133404
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/Form990TFiledInd01
IRS990/FormationYr01993
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/ConsolidatedBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt01027048
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04310508
IRS990/GrossReceiptsAmt044558457
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt010390900
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt011085267
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0694367
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt0324402700
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0311959239
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03283460
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PAYMENT OF HEALTH AND WELFARE BENEFITS FOR THE RETIREES OF XCEL ENERGY INC. AND ITS SUBSIDIARIES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0361697717
IRS990/NetAssetsOrFundBalancesEOYAmt0348816534
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IRS990/NetUnrelatedBusTxblIncmAmt0693367
IRS990/NetUnrlzdGainsLossesInvstAmt010320987
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherExpensesGrp/Desc1ALL OTHER EXPENSES
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IRS990/OtherExpensesGrp/TotalAmt0255000
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IRS990/OtherInd0X
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IRS990/OtherRevenueMiscGrp/Desc0OTHER CASH RECEIPTS
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IRS990/PartialLiquidationInd00
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IRS990/PoliticalCampaignActyInd00
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IRS990/ProfessionalFundraisingInd00
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IRS990/PYGrantsAndSimilarPaidAmt00
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IRS990/PYRevenuesLessExpensesAmt0-28990370
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IRS990/PYTotalExpensesAmt062198692
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033208322
IRS990/ReconcilationRevenueExpnssAmt0-23202170
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IRS990ScheduleD/OtherSecuritiesGrp/Desc0SECURITIES INVESTMENTS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
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IRS990ScheduleD/TotalLiabilityAmt0262948
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY THE EXTERNAL FINANCIAL REPORTING, TAX ACCOUNTING, AND BENEFITS ACCOUNTING DEPARTMENTS ON A COORDINATED BASIS. ON AT LEAST A QUARTERLY BASIS, MEMBERS OF THESE DEPARTMENTS MEET WITH THE SENIOR VICE PRESIDENT/CONTROLLER AND EXECUTIVE VICE PRESIDENT/CHIEF ADMINISTRATIVE OFFICER TO DISCUSS THE STATUS AND PERFORMANCE OF THE PLAN. ONCE THE 990 IS COMPLETED, THE DEPARTMENT LEADERS REVIEW THE FORM 990 AND SUPPORT, AND IT IS SUBMITTED TO THE IRS ELECTRONICALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION DOES NOT MAKE ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
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IRS990/SignificantNewProgramSrvcInd00
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IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt064477167
IRS990/TotalGrossUBIAmt0694367
IRS990/TotalLiabilitiesBOYAmt0428123
IRS990/TotalLiabilitiesEOYAmt0325428
IRS990/TotalLiabilitiesGrp/BOYAmt0428123
IRS990/TotalLiabilitiesGrp/EOYAmt0325428
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0361697717
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0348816534
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt063176734
IRS990/TotalProgramServiceRevenueAmt014987709
IRS990/TotalReportableCompFromOrgAmt0133404
IRS990/TotalRevenueGrp/ExclusionAmt011417948
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt029162682
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041274997
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt0694367
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0362125840
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0349141962
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd01
IRS990/USAddress/AddressLine1Txt0414 NICOLLET MALL
IRS990/USAddress/CityNm0MINNEAPOLIS
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055401
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PETER D MATHIESON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE PRESIDENT - TAX
ReturnHeader/BusinessOfficerGrp/PhoneNum06123305500
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0XCEL ENERGY INC VEBA FOR RETIRED
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0EMPLOYEES
ReturnHeader/Filer/BusinessNameControlTxt0XCEL
ReturnHeader/Filer/EIN0846266801
ReturnHeader/Filer/PhoneNum06123305500
ReturnHeader/Filer/USAddress/AddressLine1Txt0414 NICOLLET MALL
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055401
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861065772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DELOITTE TAX LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt050 SOUTH SIXTH STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123974000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS MESKIMEN
ReturnHeader/ReturnTs02025-11-17T15:51:58-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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