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Nonprofit · EIN 58-2069027

INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN

Tax-exempt · PHOENIX, AZ 85016

Financials

$2.3M$4.6M2023$3.6M$6.6M2024
Revenue Expenses · by fiscal year end
Financials of INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,569,911$6,566,990-$2,997,079$40,163,272$21,007,023$19,156,249
December 31, 2023990$2,343,654$4,593,534-$2,249,880$43,853,021$22,149,897$21,703,124
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,613,614
Investment income
$1,956,297
Net gain from sales of assets
$28,689
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,509,378
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$43,853,021
Total assets, end of year
$40,163,272
Total liabilities, end of year
$21,007,023
Net assets, end of year
$19,156,249
Gross receipts
$16,229,081
Employees
0
Volunteers
0
Year formed
2003
State of legal domicile
DE

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.

NameTitleHours / weekCompensation
CHARLES SCHWAB TRUST BANKTRUSTEE
Institutional trustee
0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
CHARLES SCHWAB BANKTRUSTEE
Institutional trustee
0$0

Address and contacts

Address (IRS master file)
2423 E LINCOLN DR, PHOENIX, AZ 85016-1215
In care of
% CHARLES SCHWAB BANK
Principal officer (990 for 2024)
DEBORAH PRITCHARD, 2423 E LINCOLN DRIVE, PHOENIX, AZ 85016
Signed the 990
DEBORAH PRITCHARD, VICE PRESIDENT
Phone
(888) 403-9000
Return prepared by
FRAZIER & DEETER ADVISORY LLC

Mission

INPO MEDICAL BENEFITS PLAN PROVIDES CERTAIN BENEFITS TO ELIGIBLE RETIREES AND ACTIVE EMPLOYEES OF THE INSTITUTE OF NUCLEAR POWER OPERATIONS AND THEIR SPOUSES AND ELIGIBLE DEPENDENTS, AS APPLICABLE.

990 for the year ended December 31, 2024

Program accomplishments

  • THE TRUST PROVIDES CERTAIN BENEFITS FOR RETIREES OF THE INSTITUTE OF NUCLEAR POWER OPERATIONS MEETING CERTAIN AGE AND SERVICE REQUIREMENTS.
  • THE TRUST PROVIDES CERTAIN BENEFITS FOR ACTIVE EMPLOYEES OF THE INSTITUTE OF NUCLEAR POWER OPERATIONS MEETING CERTAIN SERVICE REQUIREMENTS.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
58-2069027
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$40,163,272
Income (IRS master file)
$16,229,081

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,569,911$6,566,990$40,163,272XML
990December 2023$2,343,654$4,593,534$43,853,021XML
990December 2022$4,554,335$1,618,331$42,488,883IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 58-2069027).

Questions about INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN

What is the EIN of INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN?
The employer identification number (EIN) of INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN is 58-2069027.
Is INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
Which annual return does INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN 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 INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN 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 INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN 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 INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN?
The 990 for the year ended December 31, 2024 names DEBORAH PRITCHARD.
Who are the officers and directors of INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does INSTITUTE OF NUCLEAR POWER OPERATIONS BENEFIT PLAN have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,569,911, expenses of $6,566,990 and total assets of $40,163,272 at year end.

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