Y — Mutual & Membership BenefitEIN: 223203498· Ruling Year: 1994

Nisource Non-union Post-65 Retiree Medical Benefits Veba Trust

Merrillville, Indiana

B-Health Score
52B-

Financial Health Score

9-metric score across financial health, operational efficiency, and organizational resilience. Based on IRS Form 990 data.

Average

How This Organization Compares

Compared to 2 peers in Mutual & Membership Benefit with $1M-$10M revenue

Working Capital Ratio (net assets ÷ expenses)

This Org11.52×
Peer Median29.60×
💰
$3.3M
Total Revenue
📊
$6.7M
Total Expenses
🏦
$77.4M
Net Assets
📋
$98K
Total Liabilities

Financial Trends

5-Year Trend Analysis

Financial Health Indicators

Revenue Growth
-10.2%
Year-over-year change (2022 → 2023)
Net Margin
-101.8%
Revenue minus expenses as % of revenue
Working Capital Ratio
11.52
Net assets divided by total expenses
Liabilities-to-Assets
0.1%
Total liabilities as % of total assets

Filing History

13 filings on record
YearRevenueExpensesAssets
2023$3,327,628↓10%$6,714,913↑8%$77,447,581↓9%
2022$3,705,849↓51%$6,241,601↓19%$85,215,127↓14%
2021$7,608,057↑5%$7,716,580↑6%$98,752,265↑2%
2020$7,279,781↑27%$7,260,736↑6%$96,550,013↑11%
2019$5,738,809↑9%$6,863,600↑12%$86,975,680↑14%
2018$5,286,438↓51%$6,124,854↑7%$76,242,420↓13%
2017$10,737,245↑97%$5,702,129↑21%$87,783,231↑15%
2016$5,463,336↑1%$4,707,701↓42%$76,360,868↑87%
2015$5,414,496↓3%$8,047,810↓11%$40,765,386↓49%
2014$5,594,473↓81%$9,041,673↓46%$80,469,773↓42%
2013$28,914,946↑92%$16,700,611↑11%$139,255,752↑22%
2012$15,081,349↓35%$15,020,964↓17%$114,475,195↑13%
2011$23,232,595$18,122,809$101,708,223

Frequently Asked Questions

What does Nisource Non-union Post-65 Retiree Medical Benefits Veba Trust do?▼

Nisource Non-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 Non-union Post-65 Retiree Medical Benefits Veba Trust financially healthy?▼

Based on our 9-metric Financial Health Score model, Nisource Non-union Post-65 Retiree Medical Benefits Veba Trust has a score of 52/100 (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 Non-union Post-65 Retiree Medical Benefits Veba Trust generate?▼

Nisource Non-union Post-65 Retiree Medical Benefits Veba Trust reports $8.8M in annual revenue and holds $78.2M in total assets, based on IRS filings.

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