Indiana State University Benefit Plan Tr

Terre Haute, IN
Tax-exempt since Feb. 1999
EIN: 35-2061758

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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

$12.7M (2025)

Expenses

$3.51M (2025)

Total Assets

$101M (2025)

Total Liabilities

$0 (2025)

Source: Form 990 tax filings from 2012 to 2025

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 June
2025

Revenue

$12,688,741

Expenses

$3,509,965

Net Income

$9,178,776

Net Assets

$100,618,224

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$3,520,669	27.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,168,072	72.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$72,434	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$100,618,224
Total Liabilities	$0
Net Assets	$100,618,224

Compensation

Key Employees and Officers	Compensation	Related	Other
First Financial Bank Na (Trustee)	$72,434	$0	$0

990

Filed on Aug. 12, 2025

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

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Schedules ▼

XML

Fiscal Year Ending June
2024

Revenue

$686,621

Expenses

$3,436,658

Net Income

-$2,750,037

Net Assets

$98,483,935

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,913,403	> 100%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$2,226,782
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$73,014	2.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$98,483,935
Total Liabilities	$0
Net Assets	$98,483,935

Compensation

Key Employees and Officers	Compensation	Related	Other
First Financial Bank Na (Trustee)	$73,014	$0	$0

990

Filed on Aug. 6, 2024

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

View Filing

Schedules ▼

XML

Fiscal Year Ending June
2023

Revenue

-$69,079

Expenses

$4,074,158

Net Income

-$4,143,237

Net Assets

$96,124,764

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$3,038,979
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$3,108,058
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$71,250	1.7%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$96,124,764
Total Liabilities	$0
Net Assets	$96,124,764

Compensation

Key Employees and Officers	Compensation	Related	Other
First Financial Bank Na (Trustee)	$71,250	$0	$0

990

Filed on Aug. 7, 2023

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2022

Revenue

$11,694,150

Expenses

$3,514,275

Net Income

$8,179,875

Net Assets

$97,600,232

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,548,367	21.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$9,145,783	78.2%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$81,888	2.3%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$97,600,232
Total Liabilities	$0
Net Assets	$97,600,232

Compensation

Key Employees and Officers	Compensation	Related	Other
First Financial Bank Na (Trustee)	$81,888	$0	$0

990

Filed on Aug. 4, 2022

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

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Schedules ▼

PDF XML

Fiscal Year Ending June
2021

Revenue

$7,125,334

Expenses

$2,268,923

Net Income

$4,856,411

Net Assets

$117,840,226

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,968,601	27.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$5,156,733	72.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$80,975	3.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$117,840,226
Total Liabilities	$0
Net Assets	$117,840,226

Compensation

Key Employees and Officers	Compensation	Related	Other
First Financial Bank Na (Trustee)	$80,975	$0	$0

990

Filed on Aug. 24, 2021

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

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Schedules ▼

XML

Fiscal Year Ending June
2020

Revenue

$6,817,838

Expenses

$2,862,814

Net Income

$3,955,024

Net Assets

$99,888,268

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,174,717	31.9%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$4,643,121	68.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$72,902	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$99,888,268
Total Liabilities	$0
Net Assets	$99,888,268

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2019

Revenue

$2,905,192

Expenses

$3,160,156

Net Income

-$254,964

Net Assets

$94,127,755

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,302,686	79.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$602,506	20.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$68,508	2.2%
Professional Fundraising Fees	$210,991	6.7%
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$94,127,755
Total Liabilities	$0
Net Assets	$94,127,755

990

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

PDF

Fiscal Year Ending June
2018

Revenue

$5,382,333

Expenses

$4,418,160

Net Income

$964,173

Net Assets

$90,484,026

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,067,385	38.4%
Investment Income	$0
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,314,948	61.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$70,564	1.6%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$90,484,026
Total Liabilities	$0
Net Assets	$90,484,026

990

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

PDF

Fiscal Year Ending June
2017

Revenue

$4,644,787

Expenses

$2,654,354

Net Income

$1,990,433

Net Assets

$89,644,938

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,289,780	49.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,355,007	50.7%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$66,832	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$89,644,938
Total Liabilities	$0
Net Assets	$89,644,938

990

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

PDF

Fiscal Year Ending June
2016

Revenue

$4,487,810

Expenses

$2,511,864

Net Income

$1,975,946

Net Assets

$84,830,219

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,356,617	52.5%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,131,193	47.5%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$62,461	2.5%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$84,830,219
Total Liabilities	$0
Net Assets	$84,830,219

990

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

PDF

PDF (2 of 2)

Fiscal Year Ending June
2015

Revenue

$4,833,020

Expenses

$2,153,979

Net Income

$2,679,041

Net Assets

$83,611,261

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,153,326	44.6%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,679,694	55.4%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$63,992	3.0%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$83,611,261
Total Liabilities	$0
Net Assets	$83,611,261

990

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

PDF

Fiscal Year Ending June
2014

Revenue

$3,090,015

Expenses

$760,950

Net Income

$2,329,065

Net Assets

$83,350,503

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$2,083,668	67.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,006,347	32.6%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$59,671	7.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$83,350,503
Total Liabilities	$0
Net Assets	$83,350,503

990

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

PDF

Fiscal Year Ending June
2013

Revenue

$3,826,280

Expenses

$131,401

Net Income

$3,694,879

Net Assets

$70,825,415

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$0
Investment Income	$1,746,887	45.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$2,079,393	54.3%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$51,342	39.1%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$70,825,415
Total Liabilities	$0
Net Assets	$70,825,415

990

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

PDF

Fiscal Year Ending June
2012

Revenue

$3,840,641

Expenses

$140,265

Net Income

$3,700,376

Net Assets

$66,554,319

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,020,000	26.6%
Investment Income	$1,665,415	43.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$1,155,226	30.1%
Net Inventory Sales	$0
Other Revenue	$0

Notable Expenses		Percent of Total Expenses
Executive Compensation	$47,442	33.8%
Professional Fundraising Fees	$0
Other Salaries and Wages	$0

Assets/Debt
Total Assets	$66,554,319
Total Liabilities	$0
Net Assets	$66,554,319

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

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

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Types of Nonprofits

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Updated December 22, 2025

Indiana State University Benefit Plan Tr

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $12.7M (2025)

Expenses $3.51M (2025)

Total Assets $101M (2025)

Total Liabilities $0 (2025)

Tax Filings by Year

Fiscal Year Ending June 2025

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending June 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending June 2023

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending June 2022

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending June 2021

Extracted Financial Data

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Compensation

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990

Fiscal Year Ending June 2020

Extracted Financial Data

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990

Fiscal Year Ending June 2019

Extracted Financial Data

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990

Fiscal Year Ending June 2018

Extracted Financial Data

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990

Fiscal Year Ending June 2017

Extracted Financial Data

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990

Fiscal Year Ending June 2016

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2015

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2014

Extracted Financial Data

Extracted Financial Data from Form 990

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990

Fiscal Year Ending June 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending June 2012

Revenue

$12.7M (2025)

Expenses

$3.51M (2025)

Total Assets

$101M (2025)

Total Liabilities

$0 (2025)

Fiscal Year Ending June
2025

Fiscal Year Ending June
2024

Fiscal Year Ending June
2023

Fiscal Year Ending June
2022

Fiscal Year Ending June
2021

Fiscal Year Ending June
2020

Fiscal Year Ending June
2019

Fiscal Year Ending June
2018

Fiscal Year Ending June
2017

Fiscal Year Ending June
2016

Fiscal Year Ending June
2015

Fiscal Year Ending June
2014

Fiscal Year Ending June
2013

Fiscal Year Ending June
2012

Fiscal Year Ending June
2011

Fiscal Year Ending June
2010

Fiscal Year Ending June
2009

Fiscal Year Ending June
2008

Fiscal Year Ending June
2007

Fiscal Year Ending June
2006

Fiscal Year Ending June
2005