Nonprofit · EIN 47-3912229
TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST
Tax-exempt · HOUSTON, TX 77002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,810,524 | $171,611 | $1,638,913 | $79,293,277 | $121,627 | $79,171,650 |
| December 31, 2023 | 990 | $2,387,698 | $1,368,248 | $1,019,450 | $78,417,021 | $106,570 | $78,310,451 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,810,524
- Net gain from sales of assets
- -$883,596
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $52,289
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $94,734
Balance sheet and other
- Total assets, start of year
- $78,417,021
- Total assets, end of year
- $79,293,277
- Total liabilities, end of year
- $121,627
- Net assets, end of year
- $79,171,650
- Publicly traded securities
- $78,824,699
- Gross receipts
- $4,333,458
- 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
- In care of
- % CRAIG RUTKUNAS
- 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
- 47-3912229
- 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 (Y43)
- Assets (IRS master file)
- $79,293,277
- Income (IRS master file)
- $4,333,458
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,810,524 | $171,611 | $79,293,277 | XML |
| 990 | December 2023 | $2,387,698 | $1,368,248 | $78,417,021 | XML |
| 990 | December 2022 | $2,244,762 | $1,394,965 | $73,360,561 | IRS |
| 990 | December 2021 | $2,212,710 | $884,569 | $94,333,536 | 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 47-3912229).
Questions about TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST
- What is the EIN of TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST?
- The employer identification number (EIN) of TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST is 47-3912229.
- Is TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST 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 LIFE AND MEDICAL BENEFITS VEBA TRUST 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 LIFE AND MEDICAL BENEFITS VEBA TRUST 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 LIFE AND MEDICAL BENEFITS VEBA TRUST?
- The 990 for the year ended December 31, 2024 names CRAIG RUTKUNAS.
- Who are the officers and directors of TRANSCANADA USA CPG UNION LIFE AND MEDICAL BENEFITS VEBA TRUST?
- 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 LIFE AND MEDICAL BENEFITS VEBA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,810,524, expenses of $171,611 and total assets of $79,293,277 at year end.
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