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Nonprofit · EIN 35-1946825

IPALCO ENTERPRISES INC VEBA TR

Tax-exempt · INDIANAPOLIS, IN 46204

Financials

$3M$2.5M2023$2.9M$2.6M2024
Revenue Expenses · by fiscal year end
Financials of IPALCO ENTERPRISES INC VEBA TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,941,946$2,605,181$336,765$54,038,004$161,379$53,876,625
December 31, 2023990$3,004,193$2,539,648$464,545$51,285,992$199,202$51,086,790
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,688,206
Investment income
$253,740
Tax-exempt bond proceeds
$9,848
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,978,724
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$76,930
Accounting fees
$19,690
Program services (functional)
$2,605,181

Balance sheet and other

Total assets, start of year
$51,285,992
Total assets, end of year
$54,038,004
Total liabilities, end of year
$161,379
Net assets, end of year
$53,876,625
Publicly traded securities
$53,011,654
Gross unrelated business income
$23
Gross receipts
$2,941,946
Employees
0
Year formed
2000
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.

NameTitleHours / weekCompensation
MAX CALIFARCOMMITTEE CH
Trustee or director
10$0
STEPHEN L MEYERCOMMITTEE SE
Trustee or director
10$0
STEPHEN J PLUNKETTCOMMITTEE ME
Trustee or director
10$0
SUMMER JONES NATIONAL BANK OF INDIANAPOLISTRUSTEE
Institutional trustee
10$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
MAX CALIFARCOMMITTEE CH
Trustee or director
–$0
STEPHEN L MEYERCOMMITTEE SE
Trustee or director
–$0
STEPHEN J PLUNKETTCOMMITTEE ME
Trustee or director
–$0
CHARISSA AMBROSETRUSTEE
Institutional trustee
–$0

Address and contacts

Address (IRS master file)
107 N PENNSYLVANIA ST STE 500, INDIANAPOLIS, IN 46204-2420
Principal officer (990 for 2024)
MAX CALIFAR, 107 N PENNSYLVANIA ST SUITE 500, INDIANAPOLIS, IN 46204
Signed the 990
MAX CALIFAR, COMMITTEE CHAIRMAN
Phone
(812) 378-9960
Return prepared by
HORIZON CPA SERVICES INC

Mission

PROVIDE POST-RETIREMENT MEDICAL BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE POST-RETIREMENT MEDICAL AND PHARMACY BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS.
    Expenses $2,605,181 · revenue $2,688,206

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
35-1946825
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$54,038,004
Income (IRS master file)
$2,941,946

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,941,946$2,605,181$54,038,004IRS
990December 2023$3,004,193$2,539,648$51,285,992XML
990December 2022$5,227,402$5,369,624$48,084,701IRS
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 35-1946825).

Questions about IPALCO ENTERPRISES INC VEBA TR

What is the EIN of IPALCO ENTERPRISES INC VEBA TR?
The employer identification number (EIN) of IPALCO ENTERPRISES INC VEBA TR is 35-1946825.
Is IPALCO ENTERPRISES INC VEBA TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to IPALCO ENTERPRISES INC VEBA TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IPALCO ENTERPRISES INC VEBA TR 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 IPALCO ENTERPRISES INC VEBA TR 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 IPALCO ENTERPRISES INC VEBA TR 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 IPALCO ENTERPRISES INC VEBA TR?
The 990 for the year ended December 31, 2024 names MAX CALIFAR.
Who are the officers and directors of IPALCO ENTERPRISES INC VEBA TR?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does IPALCO ENTERPRISES INC VEBA TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,941,946, expenses of $2,605,181 and total assets of $54,038,004 at year end.

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