Nonprofit · EIN 35-2026664
PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR
Tax-exempt · VALPARAISO, IN 46385
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $47,514,608 | $47,391,672 | $122,936 | $2,086,067 | $0 | $2,086,067 |
| September 30, 2024 | 990 | $47,788,826 | $51,567,126 | -$3,778,300 | $1,963,131 | $0 | $1,963,131 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $47,397,377
- Membership dues
- $47,397,377
- Program service revenue
- $0
- Investment income
- $117,231
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $38,948,969
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $12,134
- Occupancy
- $94,986
- Depreciation
- $6,709
- Program services (functional)
- $47,391,672
Balance sheet and other
- Total assets, start of year
- $1,963,131
- Total assets, end of year
- $2,086,067
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,086,067
- Land, buildings and equipment
- $24,704
- Net assets without donor restrictions
- $2,086,067
- Gross receipts
- $47,514,608
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1997
- State of legal domicile
- IN
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DR STACEY SCHMIDT | PRESIDENT Officer | – | $0 |
| AARON CASE | TREASURER Officer | – | $0 |
| ERICK SMITH | SECRETARY Officer | – | $0 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN HUNTER | PRESIDENT Officer | – | $0 |
| ERICK SMITH | V PRESIDENT Officer | – | $0 |
| AARON CASE | TREASURER Officer | – | $0 |
| KIM CORMAN | SECRETARY Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 750 RANSOM RD, VALPARAISO, IN 46385-8973
- In care of
- % PORTER COUNTY EDUCATIONAL INTER
- Principal officer (990 for 2024)
- AARON CASE, 750 RANSOM RD, VALPARAISO, IN 46383
- Signed the 990
- AARON CASE, TREASURER
- Phone
- (317) 574-5008
- Return prepared by
- Nugent & Co LLC
Mission
SELF INSURANCE HEALTH PLAN FOR TEACHERS
Program accomplishments
- PROGRAM SERVICE EXPENSE
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 35-2026664
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $2,086,067
- Income (IRS master file)
- $47,514,608
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $47,514,608 | $47,391,672 | $2,086,067 | XML |
| 990 | September 2024 | $47,788,826 | $51,567,126 | $1,963,131 | XML |
| 990 | September 2023 | $47,074,988 | $49,258,631 | $5,741,431 | IRS |
| 990 | September 2022 | $44,344,418 | $44,489,440 | $7,925,074 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | 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 35-2026664).
Questions about PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR
- What is the EIN of PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR?
- The employer identification number (EIN) of PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR is 35-2026664.
- Is PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR 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 PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR?
- The 990 for the year ended September 30, 2025 names AARON CASE.
- Who are the officers and directors of PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR?
- The 990 for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does PORTER COUNTY SCHOOLS EMPLOYEES INS VEBA TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $47,514,608, expenses of $47,391,672 and total assets of $2,086,067 at year end.
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All nonprofits in VALPARAISO · Indiana · Mutual and membership benefit