Nisource Union Post 65 Retiree Medical Benefits Veba Trust

Nisource

Merrillville, IN
Tax-exempt since Feb. 1994
EIN: 22-3203500

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Revenue

$2.2M (2023)

Expenses

$3.26M (2023)

Total Assets

$39.6M (2023)

Total Liabilities

$47.5k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Revenue

$2,201,750

Expenses

$3,262,727

Net Income

-$1,060,977

Net Assets

$39,524,336

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$199,653	9.1%
Investment Income	$788,680	35.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,213,417	55.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$39,571,860
Total Liabilities	$47,524
Net Assets	$39,524,336

Compensation

Key Employees and Officers	Compensation	Related	Other
Tchapo Napoe New (Agent Of Pln Administrator)	$0	$0	$0
Gunnar Gode (Agent Of Pln Administrator)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Kimberly Cartella (Agent Of Pln Administrator)	$0	$0	$0
Melanie Berman (Agent Of Pln Administrator)	$0	$0	$0
Randy Hulen Past (Agent Of Pln Administrator)	$0	$0	$0
Jillian Hansen (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 12, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2022

Revenue

$1,459,029

Expenses

$2,604,388

Net Income

-$1,145,359

Net Assets

$37,418,962

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$160,949	11.0%
Investment Income	$680,324	46.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$617,756	42.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$37,459,376
Total Liabilities	$40,414
Net Assets	$37,418,962

Compensation

Key Employees and Officers	Compensation	Related	Other
Randy Hulen (Agent Of Pln Administrator)	$0	$0	$0
Gunnar Gode (Agent Of Pln Administrator)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Kimberly Cartella (Agent Of Pln Administrator New)	$0	$0	$0
Melanie Berman (Agent Of Pln Administrator)	$0	$0	$0
Aaron Brow (Agent Of Pln Administrator Past)	$0	$0	$0
Jillian Hansen (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2021

Revenue

$3,238,480

Expenses

$2,075,089

Net Income

$1,163,391

Net Assets

$48,450,647

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$121,770	3.8%
Investment Income	$664,753	20.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,451,957	75.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$48,484,167
Total Liabilities	$33,520
Net Assets	$48,450,647

Compensation

Key Employees and Officers	Compensation	Related	Other
Gunnar Gode (Agent Of Pln Administrator)	$0	$0	$0
Randy Hulen (Agent Of Pln Administrator New)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Shawn Anderson (Agent Of Pln Administrator Past)	$0	$0	$0
Melanie Berman (Agent Of Pln Administrator New)	$0	$0	$0
Aaron Brow (Agent Of Pln Administrator)	$0	$0	$0
Kenneth Keener (Agent Of Pln Administrator Past)	$0	$0	$0
Jillian Hansen (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2020

Revenue

$2,506,440

Expenses

$1,933,937

Net Income

$572,503

Net Assets

$45,454,131

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$298,434	11.9%
Investment Income	$616,067	24.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,591,939	63.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$45,489,049
Total Liabilities	$34,918
Net Assets	$45,454,131

Compensation

Key Employees and Officers	Compensation	Related	Other
Gunnar Gode (Agent Of Pln Administrator New)	$0	$0	$0
Richard L Bond (Agent Of Pln Administrator Past)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Shawn Anderson (Agent Of Pln Administrator)	$0	$0	$0
Joseph W Mulpas (Agent Of Pln Administrator Past)	$0	$0	$0
Aaron Brow (Agent Of Pln Administrator New)	$0	$0	$0
Kenneth Keener (Agent Of Pln Administrator)	$0	$0	$0
Jovette Pino (Agent Of Pln Administrator New/Past)	$0	$0	$0
Jillian Hansen (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2019

Revenue

$1,926,570

Expenses

$2,418,733

Net Income

-$492,163

Net Assets

$40,098,081

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$216,964	11.3%
Investment Income	$738,907	38.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$970,699	50.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$40,138,839
Total Liabilities	$40,758
Net Assets	$40,098,081

Compensation

Key Employees and Officers	Compensation	Related	Other
Richard L Bond (Agent Of Pln Administrator)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Shawn Anderson (Agent Of Pln Administrator)	$0	$0	$0
Joseph W Mulpas (Agent Of Pln Administrator)	$0	$0	$0
Kenneth Keener (Agent Of Pln Administrator)	$0	$0	$0
Jillian Hansen (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 11, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2018

Revenue

$1,314,358

Expenses

$2,511,674

Net Income

-$1,197,316

Net Assets

$35,095,378

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$152,529	11.6%
Investment Income	$707,312	53.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$454,517	34.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$35,139,910
Total Liabilities	$44,532
Net Assets	$35,095,378

Compensation

Key Employees and Officers	Compensation	Related	Other
Carl Levander (Agent Of Pln Administrator)	$0	$0	$0
Richard L Bond (Agent Of Pln Administrator)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Shawn Anderson (Agent Of Pln Administrator)	$0	$0	$0
Joseph W Mulpas (Agent Of Pln Administrator)	$0	$0	$0
Teresa M Smith (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Oct. 17, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2017

Revenue

$2,446,134

Expenses

$2,108,070

Net Income

$338,064

Net Assets

$39,939,692

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$254,072	10.4%
Investment Income	$664,726	27.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,527,336	62.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$39,978,046
Total Liabilities	$38,354
Net Assets	$39,939,692

Compensation

Key Employees and Officers	Compensation	Related	Other
Carl Levander (Agent Of Pln Administrator)	$0	$0	$0
Richard L Bond (Agent Of Pln Administrator)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Shawn Anderson (Agent Of Pln Administrator)	$0	$0	$0
Joseph W Mulpas (Agent Of Pln Administrator)	$0	$0	$0
Teresa M Smith (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 14, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2016

Revenue

$2,833,649

Expenses

$1,924,556

Net Income

$909,093

Net Assets

$36,064,608

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$69,416	2.4%
Investment Income	$1,082,144	38.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,682,089	59.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$36,117,158
Total Liabilities	$52,550
Net Assets	$36,064,608

Compensation

Key Employees and Officers	Compensation	Related	Other
Carl Levander (Agent Of Pln Administrator)	$0	$0	$0
Richard L Bond (Agent Of Pln Administrator)	$0	$0	$0
Brett Radulovich (Agent Of Pln Administrator)	$0	$0	$0
Shawn Anderson (Agent Of Pln Administrator)	$0	$0	$0
Joseph W Mulpas (Agent Of Pln Administrator)	$0	$0	$0
Teresa M Smith (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 10, 2017

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Fiscal Year Ending Dec.
2015

Revenue

$6,314,434

Expenses

$3,205,227

Net Income

$3,109,207

Net Assets

$64,984,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,010,115	47.7%
Investment Income	$1,319,331	20.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,784,988	28.3%
Net Inventory Sales	$0
Other Revenue	$200,000	3.2%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$65,094,847
Total Liabilities	$110,586
Net Assets	$64,984,261

Compensation

Key Employees and Officers	Compensation	Related	Other
Robert D Campbell (Agent Of Pln Administrator)	$0	$0	$0
Richard L Bond (Agent Of Pln Administrator)	$0	$0	$0
Joseph W Mulpas (Agent Of Pln Administrator)	$0	$0	$0
Donald E Brown (Agent Of Pln Administrator)	$0	$0	$0
Teresa M Smith (Agent Of Pln Administrator)	$0	$0	$0
Stephen R Gallas (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 9, 2016

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Fiscal Year Ending Dec.
2014

Revenue

$10,789,985

Expenses

$2,822,543

Net Income

$7,967,442

Net Assets

$111,167,077

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$5,802,901	53.8%
Investment Income	$1,633,357	15.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,353,727	31.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$111,256,456
Total Liabilities	$89,379
Net Assets	$111,167,077

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2013

Revenue

$17,308,334

Expenses

$6,687,317

Net Income

$10,621,017

Net Assets

$207,910,832

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$9,656,499	55.8%
Investment Income	$2,939,355	17.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,712,480	27.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$208,053,895
Total Liabilities	$143,063
Net Assets	$207,910,832

Compensation

Key Employees and Officers	Compensation	Related	Other
David J Vajda (Agent Of Pln Administrator)	$0	$0	$0
Robert D Campbell (Agent Of Pln Administrator)	$0	$0	$0
Jon D Veurink (Agent Of Pln Administrator)	$0	$0	$0
Richard L Bond (Agent Of Pln Administrator)	$0	$0	$0
Joel L Hoelzer (Agent Of Pln Administrator)	$0	$0	$0
Stephen P Smith (Agent Of Pln Administrator)	$0	$0	$0

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990

Filed on Nov. 10, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

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Fiscal Year Ending Dec.
2012

Revenue

$13,798,611

Expenses

$6,558,844

Net Income

$7,239,767

Net Assets

$173,298,377

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$8,576,011	62.2%
Investment Income	$3,496,462	25.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,726,138	12.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$173,399,111
Total Liabilities	$100,734
Net Assets	$173,298,377

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Revenue

$14,953,339

Expenses

$6,626,094

Net Income

$8,327,245

Net Assets

$149,075,727

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$11,061,471	74.0%
Investment Income	$2,928,570	19.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$963,298	6.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$149,174,039
Total Liabilities	$98,312
Net Assets	$149,075,727

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

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Nisource Union Post 65 Retiree Medical Benefits Veba Trust

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $2.2M (2023)

Expenses $3.26M (2023)

Total Assets $39.6M (2023)

Total Liabilities $47.5k (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$2.2M (2023)

Expenses

$3.26M (2023)

Total Assets

$39.6M (2023)

Total Liabilities

$47.5k (2023)

Fiscal Year Ending Dec.
2023

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2022

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2021

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2020

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2016

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2013

Fiscal Year Ending Dec.
2012

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2011

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