Nonprofit · EIN 35-6651129
INDIANA UTILITY RATE PAYER TR
Tax-exempt · MUNCIE, IN 47305
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $281,485 | $321,358 | -$39,873 | $7,488,233 | $0 | $7,488,233 |
| December 31, 2024 | 990 | $268,688 | $397,108 | -$128,420 | $7,528,106 | $0 | $7,528,106 |
| December 31, 2023 | 990 | $262,992 | $388,322 | -$125,330 | $7,656,526 | $0 | $7,656,526 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $281,485
- Net gain from sales of assets
- $70,005
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $168,279
- Compensation of officers, directors and key employees
- $39,875
- Salaries, compensation and benefits (total)
- $39,875
- Professional fundraising fees
- $0
- Accounting fees
- $2,905
- Program services (functional)
- $244,819
- Management and general (functional)
- $76,539
Balance sheet and other
- Total assets, start of year
- $7,528,106
- Total assets, end of year
- $7,488,233
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,488,233
- Publicly traded securities
- $7,153,207
- Gross receipts
- $1,681,831
- Employees
- 0
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVISORS | Trustee Institutional trustee | 1 | $76,556 |
| MS ANNE BECKER | Executive Committee Trustee or director | 1 | $7,975 |
| ROBERT K JOHNSON | Executive Committee Trustee or director | 1 | $7,975 |
| RICHARD HILL | Executive Committee Trustee or director | 1 | $7,975 |
| MS JUNE LYLE | Executive Committee Trustee or director | 1 | $7,975 |
| CHRIS WILLIAMS | Executive Committee Trustee or director | 1 | $7,975 |
990 for the year ended December 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVISORS | Trustee Institutional trustee | 1 | $72,404 |
| CHRIS WILLIAMS | Executive Committee Trustee or director | 1 | $5,450 |
| MS ANNE BECKER | Executive Committee Trustee or director | 1 | $5,450 |
| RICHARD HILL | Executive Committee Trustee or director | 1 | $5,450 |
| ROBERT K JOHNSON | Executive Committee Trustee or director | 1 | $5,450 |
| MS JUNE LYLE | Executive Committee Trustee or director | 1 | $5,450 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FIRST MERCHANTS PRIVATE WEALTH ADVISO | TRUSTEE Institutional trustee | 1 | $70,067 |
| CHRIS WILLIAMS | EXECUTIVE COMMITTEE Trustee or director | 1 | $5,450 |
| MS JUNE LYLE | EXECUTIVE COMMITTEE Trustee or director | 1 | $5,450 |
| MS ANNE BECKER | EXECUTIVE COMMITTEE Trustee or director | 1 | $5,450 |
| RICHARD HILL | EXECUTIVE COMMITTEE Trustee or director | 1 | $5,450 |
| ROBERT K JOHNSON | EXECUTIVE COMMITTEE Trustee or director | 1 | $5,450 |
Address and contacts
- Address (IRS master file)
- 200 E JACKSON ST, MUNCIE, IN 47305-2835
- In care of
- % UNION FEDERAL BANK
- Principal officer (990 for 2025)
- FIRST MERCHANTS BANK, 200 EAST JACKSON STREET, MUNCIE, IN 47305
- Signed the 990
- FIRST MERCHANT PWA, FID. TAX MGR
- Phone
- (765) 747-1500
- Return prepared by
- KSM BUSINESS SERVICES INC
Mission
TO PROVIDE FUNDS TO HELP COVER LEGAL AND OTHER EXPENSES TO ANY AND ALL WHO ARE AFFECTED DETERMENTIALLY BY UTILITY RATES AND PRACTICES IN INDIANA.
Program accomplishments
- TO PROVIDE FUNDS TO HELP COVER LEGAL AND OTHER EXPENSES TO ANY AND ALL WHO ARE AFFECTED DETERMENTIALLY BY UTILITY RATES AND PRACTICES IN INDIANA.Expenses $244,819 · grants $168,279
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 | 990 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
- 35-6651129
- Tax-exempt status
- 501(c)(4): Social welfare organization
- Donations deductible (Pub 78)
- Organization other than a public charity or private foundation
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,488,233
- Income (IRS master file)
- $1,681,831
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $281,485 | $321,358 | $7,488,233 | IRS |
| 990 | December 2024 | $268,688 | $397,108 | $7,528,106 | XML |
| 990 | December 2023 | $262,992 | $388,322 | $7,656,526 | XML |
| 990 | December 2022 | $294,604 | $293,737 | $7,480,897 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 35-6651129).
Questions about INDIANA UTILITY RATE PAYER TR
- What is the EIN of INDIANA UTILITY RATE PAYER TR?
- The employer identification number (EIN) of INDIANA UTILITY RATE PAYER TR is 35-6651129.
- Is INDIANA UTILITY RATE PAYER TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(4) since 1999.
- Are donations to INDIANA UTILITY RATE PAYER TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Organization other than a public charity or private foundation).
- Which annual return does INDIANA UTILITY RATE PAYER 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 INDIANA UTILITY RATE PAYER TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA UTILITY RATE PAYER TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INDIANA UTILITY RATE PAYER TR?
- The 990 for the year ended December 31, 2025 names FIRST MERCHANTS BANK.
- Who are the officers and directors of INDIANA UTILITY RATE PAYER TR?
- The 990 for the year ended December 31, 2025 lists 6 people; 6 received compensation from the organization, the highest $76,556 (FIRST MERCHANTS PRIVATE WEALTH ADVISORS, Trustee).
- How much revenue does INDIANA UTILITY RATE PAYER TR have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $281,485, expenses of $321,358 and total assets of $7,488,233 at year end.
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