Nonprofit · EIN 62-1514644
BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION
Tax-exempt · INDIANAPOLIS, IN 46204
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $26,470,697 | $28,860,761 | -$2,390,064 | $5,927,826 | $9,225,785 | -$3,297,959 |
| December 31, 2023 | 990 | $25,440,784 | $24,210,886 | $1,229,898 | $4,917,288 | $5,864,174 | -$946,886 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $26,256,264
- Investment income
- $214,433
- Net gain from sales of assets
- $35,719
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $27,883,262
- Compensation of officers, directors and key employees
- $15,820
- Salaries, compensation and benefits (total)
- $15,820
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $4,917,288
- Total assets, end of year
- $5,927,826
- Total liabilities, end of year
- $9,225,785
- Net assets, end of year
- -$3,297,959
- Gross unrelated business income
- $214,433
- Gross receipts
- $26,667,447
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1992
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | TRUSTEE Institutional trustee | 0 | $15,820 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| OLD NATIONAL WEALTH MANAGEMENT | TRUSTEE Institutional trustee | 1 | $10,234 |
Address and contacts
- Address (IRS master file)
- 11 S MERIDIAN ST, INDIANAPOLIS, IN 46204-3506
- In care of
- % AMY INGRASSIA
- Principal officer (990 for 2024)
- BRIAN BURDICK, 11 S MERIDIAN ST, INDIANAPOLIS, IN 46204
- Signed the 990
- BRIAN BURDICK, CHAIR PEN & BEN CTTE
- Phone
- (317) 236-1313
- Website
- www.btlaw.com
- Return prepared by
- Forvis Mazars LLP
Mission
THE BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST WAS ESTABLISHED BY BARNES & THORNBURG, LLP TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTNERS, EMPLOYEES & RETIREES. THE ORGANIZATION IS SUBJECT TO THE PROVISIONS OF THE EMPLOYEE RETIREMENT SECURITY ACT OF 1974 (ERISA).
Program accomplishments
- THE BARNES & THORNBURG VOLUNTARY BENEFICIARY TRUST PROVIDES HEALTH BENEFITS (MEDICAL, HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTION, DENTAL, AND VISION) TO PARTNERS AND ELIGIBLE EMPLOYEES OF BARNES & THORNBURG, LLP AND TO THEIR BENEFICIARIES AND COVERED DEPENDENTS, RETIRED PARTNERS AND ELIGIBLE FORMER EMPLOYEES (BASED UPON LENGTH OF SERVICE) ARE ENTITLED TO SIMILAR BENEFITS UNDER THE PLAN.
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
- 62-1514644
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,927,826
- Income (IRS master file)
- $26,667,447
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $26,470,697 | $28,860,761 | $5,927,826 | XML |
| 990 | December 2023 | $25,440,784 | $24,210,886 | $4,917,288 | XML |
| 990 | December 2022 | $20,689,988 | $21,605,125 | $2,426,894 | 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 62-1514644).
Questions about BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION
- What is the EIN of BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION?
- The employer identification number (EIN) of BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION is 62-1514644.
- Is BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION 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 BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION 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 BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION 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 BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION?
- The 990 for the year ended December 31, 2024 names BRIAN BURDICK.
- Who are the officers and directors of BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $15,820 (OLD NATIONAL WEALTH MANAGEMENT, TRUSTEE).
- How much revenue does BARNES & THORNBURG VOLUNTARY EMPLOYEE BENEFICIARY ASSOCATION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $26,470,697, expenses of $28,860,761 and total assets of $5,927,826 at year end.
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