Nonprofit · EIN 35-6259970
IBA GROUP INSURANCE TRUST
Tax-exempt · INDIANAPOLIS, IN 46240
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $49,272,676 | $49,113,465 | $159,211 | $11,548,317 | $4,010,709 | $7,537,608 |
| April 30, 2024 | 990 | $46,663,533 | $46,384,081 | $279,452 | $11,223,597 | $3,909,559 | $7,314,038 |
| April 30, 2023 | 990 | $39,579,655 | $43,816,515 | -$4,236,860 | $10,896,110 | $3,979,323 | $6,916,787 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $48,658,408
- Investment income
- $612,207
- Net gain from sales of assets
- $161,756
- Other revenue
- $2,061
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $39,466,707
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $75,000
- Accounting fees
- $110,724
Balance sheet and other
- Total assets, start of year
- $11,223,597
- Total assets, end of year
- $11,548,317
- Total liabilities, end of year
- $4,010,709
- Net assets, end of year
- $7,537,608
- Publicly traded securities
- $4,385,748
- Gross receipts
- $49,787,110
- Employees
- 0
- Volunteers
- 7
- Year formed
- 1957
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID FINDLAY | TRUSTEE Trustee or director | 0.5 | $0 |
| AMBER VAN TIL | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| ROBERT BLUME | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| SHANE PILARSKI | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LISA ARNOLD | TRUSTEE Trustee or director | 0.5 | $0 |
| MATT HOWREY | TRUSTEE Trustee or director | 0.5 | $0 |
| MIKE ZAHN | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended April 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID FINDLAY | PAST CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| AMBER VAN TIL | SECRETARY/TREASURER Trustee or director, Officer | 0.5 | $0 |
| ROBERT BLUME | PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| SHANE PILARSKI | VICE PRESIDENT Trustee or director, Officer | 0.5 | $0 |
| LISA ARNOLD | TRUSTEE Trustee or director | 0.5 | $0 |
| MATT HOWREY | TRUSTEE Trustee or director | 0.5 | $0 |
| MIKE ZAHN | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended April 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID FINDLAY | CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| AMBER VAN TIL | TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT BLUME | TRUSTEE Trustee or director | 0.5 | $0 |
| SHANE PILARSKI | TRUSTEE Trustee or director | 0.5 | $0 |
| LISA ARNOLD | TRUSTEE Trustee or director | 0.5 | $0 |
| MATT HOWREY | TRUSTEE Trustee or director | 0.5 | $0 |
| MIKE ZAHN | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 8425 WOODFIELD CROSSING BLVD 155E, INDIANAPOLIS, IN 46240-7321
- Principal officer (990 for 2024)
- ROBERT BLUME, 8425 WOODFIELD CROSSING BLVD 155E, INDIANAPOLIS, IN 462407231
- Signed the 990
- ROBERT BLUME, PRESIDENT
- Phone
- (800) 558-6206
- Return prepared by
- BRADY WARE & SCHOENFELD INC
Mission
TO PROVIDE LIFE, ACCIDENT, AND SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- TO PROVIDE LIFE, ACCIDENT, AND SICKNESS BENEFITS TO ELIGIBLE PARTICIPANTS.
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 35-6259970
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $11,548,317
- Income (IRS master file)
- $49,787,110
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $49,272,676 | $49,113,465 | $11,548,317 | XML |
| 990 | April 2024 | $46,663,533 | $46,384,081 | $11,223,597 | XML |
| 990 | April 2023 | $39,579,655 | $43,816,515 | $10,896,110 | XML |
| 990 | April 2022 | $34,528,734 | $34,477,581 | $11,391,886 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 2018 | – | – | – | 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 35-6259970).
Questions about IBA GROUP INSURANCE TRUST
- What is the EIN of IBA GROUP INSURANCE TRUST?
- The employer identification number (EIN) of IBA GROUP INSURANCE TRUST is 35-6259970.
- Is IBA GROUP INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
- Are donations to IBA GROUP INSURANCE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBA GROUP INSURANCE 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 IBA GROUP INSURANCE TRUST due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IBA GROUP INSURANCE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of IBA GROUP INSURANCE TRUST?
- The 990 for the year ended April 30, 2025 names ROBERT BLUME.
- Who are the officers and directors of IBA GROUP INSURANCE TRUST?
- The 990 for the year ended April 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does IBA GROUP INSURANCE TRUST have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $49,272,676, expenses of $49,113,465 and total assets of $11,548,317 at year end.
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