Nisource Union Post-65 Retiree Medical Benefits Veba Trust
Merrillville, Indiana
Financial Health Score
9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.
Above Average
How This Organization Compares
Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue
Working Capital Ratio (net assets ÷ expenses)
Financial Trends
5-Year Trend Analysis
Financial Health Indicators
Filing History
13 filings on record| Year | Revenue | Expenses | Assets | |
|---|---|---|---|---|
| 2023 | $2,201,750↑51% | $3,262,727↑25% | $39,571,860↑6% | — |
| 2022 | $1,459,029↓55% | $2,604,388↑26% | $37,459,376↓23% | — |
| 2021 | $3,238,480↑29% | $2,075,089↑7% | $48,484,167↑7% | — |
| 2020 | $2,506,440↑30% | $1,933,937↓20% | $45,489,049↑13% | — |
| 2019 | $1,926,570↑47% | $2,418,733↓4% | $40,138,839↑14% | — |
| 2018 | $1,314,358↓46% | $2,511,674↑19% | $35,139,910↓12% | — |
| 2017 | $2,446,134↓14% | $2,108,070↑10% | $39,978,046↑11% | — |
| 2016 | $2,833,649↓55% | $1,924,556↓40% | $36,117,158↓45% | — |
| 2015 | $6,314,434↓41% | $3,205,227↑14% | $65,094,847↓41% | — |
| 2014 | $10,789,985↓38% | $2,822,543↓58% | $111,256,456↓47% | — |
| 2013 | $17,308,334↑25% | $6,687,317↑2% | $208,053,895↑20% | — |
| 2012 | $13,798,611↓8% | $6,558,844↓1% | $173,399,111↑16% | — |
| 2011 | $14,953,339 | $6,626,094 | $149,174,039 | — |
Frequently Asked Questions
What does Nisource Union Post-65 Retiree Medical Benefits Veba Trust do?▼
Nisource Union Post-65 Retiree Medical Benefits Veba Trust is a mutual & membership benefit nonprofit organization based in Indiana. It is classified under NTEE code Y43 and is registered as a 501(c) tax-exempt organization with the IRS.
Is Nisource Union Post-65 Retiree Medical Benefits Veba Trust financially healthy?▼
Based on our 9-metric Financial Health Score model, Nisource Union Post-65 Retiree Medical Benefits Veba Trust has a score of 60/100 (Grade: B). This score evaluates working capital, surplus consistency, debt ratio, revenue trends, program spending, fundraising efficiency, executive compensation, revenue diversification, and vulnerability indicators.
How much revenue does Nisource Union Post-65 Retiree Medical Benefits Veba Trust generate?▼
Nisource Union Post-65 Retiree Medical Benefits Veba Trust reports $3.5M in annual revenue and holds $41.2M in total assets, based on IRS filings.
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