IPALCO ENTERPRISES INC VEBA TR: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- IPALCO ENTERPRISES INC VEBA TR (EIN 35-1946825)
- Tax period
- 2013-01-01 to 2013-12-31
- Filed
- 2014-07-31
- IRS object ID
- 201402129349301705
- Schema version
- 2013v3.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-07-31T15:51:01-05:00 | ReturnTs |
| Tax Period End | 2013-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 204287594 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HORIZON CPA SERVICES INC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 9745 RANDALL DR SUITE 140 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 462802944 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 351946825 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | IPALCO ENTERPRISES INC VOLUNTARY | BusinessNameLine1 |
| Business Name Line2 | EMPLOYEE BENEFICIARY ASSOC TRUST | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | IPAL | BusinessNameControlTxt |
| Phone | 8123789960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MIDDLE ROAD | AddressLine1 |
| Address Line2 | ROOM/SUITE A | AddressLine2 |
| City | COLUMBUS | City |
| State | IN | State |
| ZIP Code | 472022369 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MAX CALIFAR | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 8123789960 | PhoneNum |
| Signature | 2014-07-29 | SignatureDt |
| Discuss With Paid Preparer | Yes (true) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | A BRADLEY MARES CPA | PreparerPersonNm |
| PTIN | P00632727 | PTIN |
| Phone | 3176441468 | PhoneNum |
| Preparation | 2014-07-31 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MAX CALIFAR | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 4550 MIDDLE ROAD SUITE A | AddressLine1 |
| City | COLUMBUS | City |
| State | IN | State |
| ZIP Code | 47202 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $4,438,501 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2000 | FormationYr |
| Legal Domicile State | IN | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE POST-RETIREMENT MEDICAL BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 3 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Gross UBI | $30 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $5,408,531 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $4,150,315 | CYProgramServiceRevenueAmt |
| PY Investment Income | $332,028 | PYInvestmentIncomeAmt |
| CY Investment Income | $288,186 | CYInvestmentIncomeAmt |
| PY Other Revenue | $39,101 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $5,779,660 | PYTotalRevenueAmt |
| CY Total Revenue | $4,438,501 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $6,887,365 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $7,087,222 | CYBenefitsPaidToMembersAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,287,017 | PYOtherExpensesAmt |
| CY Other Expenses | $1,083,998 | CYOtherExpensesAmt |
| PY Total Expenses | $8,174,382 | PYTotalExpensesAmt |
| CY Total Expenses | $8,171,220 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$2,394,722 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$3,732,719 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $66,085,602 | TotalAssetsBOYAmt |
| Total Assets EOY | $69,294,317 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $651,048 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $920,272 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $65,434,554 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $68,374,045 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE POST-RETIREMENT MEDICAL BENEFITS TO ELIGIBLE RETIREES AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Expense | $8,171,220 | ExpenseAmt |
| Desc | PROVIDE MEDICAL AND PHARMACY BENEFITS TO ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS. | Desc |
| Total Program Service Expenses | $8,171,220 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | false | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | false | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (true) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | false | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | false | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 47 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 3 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (true) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | false | MembersOrStockholdersInd |
| Election Of Board Members | false | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (true) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | false | CompensationProcessCEOInd |
| Compensation Process Other | Yes (true) | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | IN | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | NATIONAL BANK OF INDIANAPOLIS | PersonNm |
| Phone | 8123789960 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 107 N PENNSYLVANIA ST SUITE 500 | AddressLine1 |
| City | INDIANAPOLIS | City |
| State | IN | State |
| ZIP Code | 46204 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (4 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Institutional TrusteeInstitutionalTrusteeInd |
|---|---|---|---|---|---|---|
| MAX CALIFAR | ||||||
| COMMITTEE CH | 10.00 | Yes (X) | $40,000 | $0 | $0 | |
| STEPHEN J PLUNKETT | ||||||
| COMMITTEE ME | 10.00 | Yes (X) | $40,000 | $0 | $0 | |
| STEPHEN L MEYER | ||||||
| COMMITTEE SE | 10.00 | Yes (X) | $40,000 | $0 | $0 | |
| SUSAN TAYLOR ENGLEDOW | ||||||
| TRUSTEE | 10.00 | $0 | $0 | $0 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $120,000 | TotalReportableCompFromOrgAmt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| DUNN & ASSOC BENEFIT ADMINISTRATORS | |||||
| 4550 MIDDLE ROAD SUITE A | COLUMBUS | IN | 47202 | CLAIMS/ELIGIB. | $412,996 |
| ICE MILLER | |||||
| ONE AMERICAN SQUARE | INDIANAPOLIS | IN | 46282 | LEGAL SERVICES | $110,210 |
| EVERCORE | |||||
| 601 S FIGUEROA ST 44TH FLOOR | LOS ANGELES | CA | 90017 | INVESTMENT | $106,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | Total Revenue ColumnTotalRevenueColumnAmt | ExclusionExclusionAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| DEATH BENEFITS | $2,720,702 | $2,720,702 | |
| PARTICIPANT CONTRIBUTIONS | $1,429,613 | $1,429,613 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $4,150,315 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30 | TotalRevenueColumnAmt |
| Unrelated Business Revenue | $30 | UnrelatedBusinessRevenueAmt |
Incm From Invest Bond Proceeds IncmFromInvestBondProceedsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $288,156 | TotalRevenueColumnAmt |
| Exclusion | $288,156 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,438,501 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $1,429,613 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $30 | UnrelatedBusinessRevenueAmt |
| Exclusion | $3,008,858 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,087,222 | TotalAmt |
| Program Services | $7,087,222 | ProgramServicesAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $120,000 | TotalAmt |
| Program Services | $120,000 | ProgramServicesAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,210 | TotalAmt |
| Program Services | $110,210 | ProgramServicesAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $76,457 | TotalAmt |
| Program Services | $76,457 | ProgramServicesAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $106,962 | TotalAmt |
| Program Services | $106,962 | ProgramServicesAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $637,265 | TotalAmt |
| Program Services | $637,265 | ProgramServicesAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Program ServicesProgramServicesAmt |
|---|---|---|
| FIDUCIARY INSURANCE | $17,135 | $17,135 |
| LIFE INSURANCE PREMIUMS | $10,654 | $10,654 |
| OTHER FEES | $3,226 | $3,226 |
| LOCKBOX FEES | $1,279 | $1,279 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $810 | TotalAmt |
| Program Services | $810 | ProgramServicesAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,171,220 | TotalAmt |
| Program Services | $8,171,220 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,881 | BOYAmt |
| EOY | $4,933 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $674,820 | BOYAmt |
| EOY | $435,808 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,562 | BOYAmt |
| EOY | $5,280 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,400,339 | BOYAmt |
| EOY | $68,848,296 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,085,602 | BOYAmt |
| EOY | $69,294,317 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $57,975 | BOYAmt |
| EOY | $60,730 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $593,073 | BOYAmt |
| EOY | $859,542 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $651,048 | BOYAmt |
| EOY | $920,272 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,434,554 | BOYAmt |
| EOY | $68,374,045 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,434,554 | BOYAmt |
| EOY | $68,374,045 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $66,085,602 | BOYAmt |
| EOY | $69,294,317 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$3,732,719 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $6,672,210 | NetUnrlzdGainsLossesInvstAmt |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | BENEFIT CLAIMS PAYABLE | Desc |
| Amt | $859,542 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $859,542 | TotalLiabilityAmt |
| Total Rev Etc Audited Fincl Stmt | $11,110,712 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $6,672,211 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $6,672,211 | RevenueNotReportedAmt |
| Revenue Subtotal | $4,438,501 | RevenueSubtotalAmt |
| Total Revenue Per Form990 | $4,438,501 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $8,171,220 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $8,171,220 | ExpensesSubtotalAmt |
| Total Expenses Per Form990 | $8,171,220 | TotalExpensesPerForm990Amt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 3 | NATIONAL BANK OF INDIANAPOLIS IS THE TRUSTEE OF THE PLAN AND MANAGES CASH RECEIPTS AND DISBURSEMENTS. |
| FORM 990, PAGE 6, PART VI, LINE 11B | COPY OF FORM 990 PROVIDED TO ALL MEMBERS OF GOVERNING BODY FOR REVIEW PRIOR TO FILING. |
| FORM 990, PAGE 6, PART VI, LINE 12C | NO ENFORCEMENT OF CONFLICT OF INTERESTS POLICIES HAVE BEEN REQUIRED. |
| FORM 990, PAGE 6, PART VI, LINE 15B | BOARD COMPENSATION WAS REVIEWED FOR COMPARABILITY AND REASONABLENESS. |
| FORM 990, PAGE 6, PART VI, LINE 19 | GOVERNING DOCUMENTS ARE AVAILABLE UPON REQUEST. |
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