Nonprofit · EIN 22-3203498
NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST
Tax-exempt · MERRILLVILLE, IN 46410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,777,827 | $7,486,206 | $1,291,621 | $78,157,963 | $105,531 | $78,052,432 |
| December 31, 2023 | 990 | $3,327,628 | $6,714,913 | -$3,387,285 | $77,447,581 | $97,506 | $77,350,075 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,059,359
- Investment income
- $6,718,468
- Net gain from sales of assets
- $3,064,269
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,675,377
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $16,754
- Accounting fees
- $57,739
Balance sheet and other
- Total assets, start of year
- $77,447,581
- Total assets, end of year
- $78,157,963
- Total liabilities, end of year
- $105,531
- Net assets, end of year
- $78,052,432
- Publicly traded securities
- $63,813,257
- Gross unrelated business income
- $6,343,458
- Gross receipts
- $11,723,772
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1992
- State of legal domicile
- IL
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCHAPO NAPOE | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| MELANIE BERMAN | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| BRETT RADULOVICH - PAST | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| GUNNAR GODE | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| JILLIAN HANSEN | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| LACEY DOLES - NEW | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| KIMBERLY CARTELLA | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TCHAPO NAPOE - NEW | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| MELANIE BERMAN | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| BRETT RADULOVICH | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| GUNNAR GODE | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| JILLIAN HANSEN | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| RANDY HULEN - PAST | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
| KIMBERLY CARTELLA | AGENT OF PLN ADMINISTRATOR Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 801 E 86TH AVE, MERRILLVILLE, IN 46410-6271
- In care of
- % TODD LANICH
- Principal officer (990 for 2024)
- TCHAPO NAPOE, 801 EAST 86TH AVENUE, MERRILLVILLE, IN 46410
- Signed the 990
- TCHAPO NAPOE, VP & TREASURER, CORPORATE FINANCE
- Phone
- (219) 647-5990
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE MEDICAL BENEFITS
Program accomplishments
- TO PROVIDE MEDICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3203498
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $78,157,963
- Income (IRS master file)
- $11,723,772
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,777,827 | $7,486,206 | $78,157,963 | XML |
| 990 | December 2023 | $3,327,628 | $6,714,913 | $77,447,581 | XML |
| 990 | December 2022 | $3,705,849 | $6,241,601 | $85,215,127 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 22-3203498).
Questions about NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST
- What is the EIN of NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST?
- The employer identification number (EIN) of NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST is 22-3203498.
- Is NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST?
- The 990 for the year ended December 31, 2024 names TCHAPO NAPOE.
- Who are the officers and directors of NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does NISOURCE NON-UNION POST-65 RETIREE MEDICAL BENEFITS VEBA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,777,827, expenses of $7,486,206 and total assets of $78,157,963 at year end.
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