Nonprofit · EIN 36-4641426
NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE
Also known as VEBA TRUST
Tax-exempt (reinstated) · ALBUQUERQUE, NM 87109
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $146,715 | $95,754 | $50,961 | $1,844,366 | $40,515 | $1,803,851 |
| December 31, 2023 | 990 | $66,576 | $62,360 | $4,216 | $1,886,102 | $86,710 | $1,799,392 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $127,994
- Net gain from sales of assets
- $74,272
- Other revenue
- $18,721
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $79,127
- Compensation of officers, directors and key employees
- $228
- Salaries, compensation and benefits (total)
- $228
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,886,102
- Total assets, end of year
- $1,844,366
- Total liabilities, end of year
- $40,515
- Net assets, end of year
- $1,803,851
- Publicly traded securities
- $1,604,859
- Gross unrelated business income
- $127,994
- Gross receipts
- $205,019
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- State of legal domicile
- NM
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 | From related orgs |
|---|---|---|---|---|
| PNC BANK | TRUSTEE Institutional trustee | 1 | $228 | $17,368 |
| GREG BLUNDEN CHAIR | CFO/TREASURER, TECO ENERGY Trustee or director | 0 | $0 | $0 |
| DAVID NICHOLSON VP LEGAL | GENERAL COUNSEL, TECO ENER Trustee or director | 0 | $0 | $0 |
| JEFF CHRONISTER | VP FINANCE, TAMPA ELECTRIC Trustee or director | 0 | $0 | $0 |
| JOANN WEHLE VP STRATEGY | MKTING & SALES, PEOPLES GA Trustee or director | 0 | $0 | $0 |
| DENISE WILCOX VP HR | & CORPORATE SECURITY, NM G Trustee or director | 0 | $0 | $0 |
| MARIAN CACCIATORE VP HUMAN | RESOURCES, TAMPA ELECTRIC Trustee or director | 0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| PNC BANK | TRUSTEE Institutional trustee | 1 | $0 | $16,646 |
| GREG BLUNDEN CHAIR | CFO/TREASURER, TECO ENERGY, INC. Trustee or director | 0 | $0 | $0 |
| DAVID NICHOLSON VP LEGAL | GENERAL COUNSEL, TECO ENERGY, INC. Trustee or director | 0 | $0 | $0 |
| JEFF CHRONISTER | VP FINANCE, TAMPA ELECTRIC COMPANY Trustee or director | 0 | $0 | $0 |
| JOANN WEHLE VP STRATEGY | MKTING & SALES, PEOPLES GAS SYSTEM Trustee or director | 0 | $0 | $0 |
| DENISE WILCOX VP HR | & CORPORATE SECURITY, NM GAS CO. Trustee or director | 0 | $0 | $0 |
| MARIAN CACCIATORE VP HUMAN | RESOURCES, TAMPA ELECTRIC COMPANY Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7120 WYOMING BLVD NE STE 20, ALBUQUERQUE, NM 87109-4869
- In care of
- % ANN FORSTER
- Principal officer (990 for 2024)
- ERIK BUCHANAN, 7120 WYOMING BLVD NE STE 20, ALBUQUERQUE, NM 87109
- Signed the 990
- ERIK BUCHANAN, VP, FINANCE
- Phone
- (505) 697-3398
- Return prepared by
- BAKER TILLY ADVISORY GROUP LP
Mission
THIS TRUST IS ESTABLISHED FOR THE PURPOSE OF HOLDING ASSETS IN ACCORDANCE WITH SECTION 403 OF ERISA, PENDING THE PAYMENT OF RETIREE BENEFITS. NO PORTION OF THE TRUST FUND MAY BE USED OTHER THAN IN THE SOLE AND EXCLUSIVE INTEREST OF PARTICIPANTS, WHOSE ELIGIBILITY TO PARTICIPATE RESULTS FROM EMPLOYMENT AS A UNION EMPLOYEE. THE IMMEDIATELY PRECEDING SENTENCE SHALL NOT BE CONSTRUED TO LIMIT THE TRUSTEE'S ABILITY TO PAY TAXES AND ADMINISTRATIVE EXPENSES FROM THE TRUST FUND.
Program accomplishments
- PROVIDE FUNDING FOR FUTURE MEDICAL, DENTAL AND VISION BENEFITS FOR CURRENT AND FUTURE UNION RETIREES AND THEIR DEPENDENTS OR OTHER PLAN OPERATING EXPENSES OR FOR PURPOSES INCIDENTAL TO THE PLAN'S ORDINARY OPERATION.
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
- 36-4641426
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,844,366
- Income (IRS master file)
- $205,019
Revocation and reinstatement
- Exemption revoked
- May 15, 2011
- Posted by the IRS
- November 12, 2012
- Reinstated
- Effective May 15, 2011
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $146,715 | $95,754 | $1,844,366 | XML |
| 990 | December 2023 | $66,576 | $62,360 | $1,886,102 | XML |
| 990 | December 2022 | $70,159 | $77,003 | $1,679,429 | 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 36-4641426).
Questions about NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE
- What is the EIN of NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE?
- The employer identification number (EIN) of NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE is 36-4641426.
- Is NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2011 and reinstated it effective May 15, 2011.
- Are donations to NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE 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 NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE 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 NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE 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 NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE?
- The 990 for the year ended December 31, 2024 names ERIK BUCHANAN.
- Who are the officers and directors of NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $228 (PNC BANK, TRUSTEE).
- How much revenue does NEW MEXICO GAS COMPANY INC VEBA TR FOR RETIREES SUBJECT TO COLLECTIVE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $146,715, expenses of $95,754 and total assets of $1,844,366 at year end.
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