Nonprofit · EIN 61-1760846
TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS
Tax-exempt · HOUSTON, TX 77002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,221,964 | $971,603 | $250,361 | $51,207,844 | $78,139 | $51,129,705 |
| December 31, 2023 | 990 | $1,788,689 | $1,993,596 | -$204,907 | $51,552,086 | $69,778 | $51,482,308 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,221,964
- Net gain from sales of assets
- -$534,707
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $915,665
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $38,052
Balance sheet and other
- Total assets, start of year
- $51,552,086
- Total assets, end of year
- $51,207,844
- Total liabilities, end of year
- $78,139
- Net assets, end of year
- $51,129,705
- Publicly traded securities
- $50,818,199
- Gross receipts
- $2,006,953
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- State of legal domicile
- OH
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 |
|---|---|---|---|
| CRAIG RUTKUNAS | CHAIR Trustee or director | 1 | $0 |
| BURTON COLE | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| JAYSON ANTOLIN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| SAM KHUBER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| JOSHUA GIBBON | CHAIR Trustee or director | 1 | $0 |
| JASON BRIAN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| EMILY ROGERS | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| ALLISON SCHWAGER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| GLORIA KUBUICKI | COMMITTEE MEMBER (AS OF 03/21/24) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CRAIG RUTKUNAS | CHAIR Trustee or director | 1 | $0 |
| BURTON COLE | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| JAYSON ANTOLIN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| SAM KHUBER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| JOSHUA GIBBON | CHAIR Trustee or director | 1 | $0 |
| JASON BRIAN | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| EMILY ROGERS | COMMITTEE MEMBER Trustee or director | 1 | $0 |
| ALLISON SCHWAGER | COMMITTEE MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 700 LOUISIANA ST STE 700, HOUSTON, TX 77002-2873
- Principal officer (990 for 2024)
- CRAIG RUTKUNAS, 450 1ST ST SW, CALGARY, ALBERTA T2P5H1, CA
- Signed the 990
- CRAIG RUTKUNAS, COMMITTEE MEMBER
- Phone
- (587) 933-3185
- Return prepared by
- KPMG LLP
Mission
PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS
Program accomplishments
- PROVIDE LIFE AND MEDICAL INSURANCE BENEFITS
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
- 61-1760846
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $51,207,844
- Income (IRS master file)
- $2,006,953
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,221,964 | $971,603 | $51,207,844 | XML |
| 990 | December 2023 | $1,788,689 | $1,993,596 | $51,552,086 | XML |
| 990 | December 2022 | $1,350,528 | $2,172,345 | $49,335,095 | 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 61-1760846).
Questions about TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS
- What is the EIN of TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS?
- The employer identification number (EIN) of TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS is 61-1760846.
- Is TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS 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 TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS 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 TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS 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 TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS?
- The 990 for the year ended December 31, 2024 names CRAIG RUTKUNAS.
- Who are the officers and directors of TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does TRANSCANADA USA CPG UNION POST 65 RETIREE MEDICAL BENFITS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,221,964, expenses of $971,603 and total assets of $51,207,844 at year end.
Other nonprofits in HOUSTON
- BP CORPORATION NORTH AMERICA INC VEBA MASTER TRUST EIN 25-1809780 · last filed 990 for 2024
- CENTRAL TEXAS HEALTH AND BENEFIT TRUST FUND EIN 20-0400732 · last filed 990 for 2024
- METHODIST HOSPITAL SELF INSURANCE TRUST EIN 74-1948396 · last filed 990 for 2024
- TEXAS OPERATORS ASSOCIATION EIN 85-1623063 · last filed 990 for 2024
- ONESUBSEA GROUP WELFARE BENEFITS TRUST EIN 93-2735419 · last filed 990 for 2024
- TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST EIN 47-3912229 · last filed 990 for 2024
- TRANSCANADA USA CPG NON-UNION LIFE AND MEDICAL BENEFITS VEBA TRUST EIN 37-1782784 · last filed 990 for 2024
- ROCKY MOUNTAIN MEMORIAL PARKS EIN 83-0388502 · last filed 990 for 2025
All nonprofits in HOUSTON · Texas · Mutual and membership benefit