Nonprofit · EIN 04-3852107
EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT
Tax-exempt · CLINTON, IA 52733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $53,558 | $22,958 | $30,600 | $138,056 | $0 | $138,056 |
| December 31, 2023 | 990-EZ | $24,381 | $23,831 | $550 | $123,684 | $0 | $123,684 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Program service revenue
- $24,325
- Investment income
- $11,500
- Net gain from sales of assets
- $17,733
Expenses
- Benefits paid to members
- $21,660
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,298
Balance sheet and other
- Total assets, start of year
- $123,684
- Total assets, end of year
- $138,056
- Total liabilities, end of year
- $0
- Net assets, end of year
- $138,056
- Cash, savings and investments
- $138,056
- Gross receipts
- $199,709
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE | 0 | $0 |
| ALTA TRUST | TRUSTEE | 0 | $0 |
990-EZ for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE | 1 | $750 |
Address and contacts
- Address (IRS master file)
- PO BOX 4391, CLINTON, IA 52733-4391
- In care of
- % KELLY BRICK
- Mailing address (990-N for 2020)
- 8625 ANDREW CARNEGIE BLVD CORP TAX, CHARLOTTE NC 28262
- Principal officer (990-N for 2020)
- W KARL STEPHAN, 150 BROADWAY NO 301, MENANDS NY 12204
- Signed the 990-EZ
- PATRICIA REIMANN, TRUSTEE REPRESENTATIVE
- Phone
- (716) 245-6100
- Return prepared by
- ONEBRIDGE BENEFITS INC
Mission
THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
Program accomplishments
- ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.
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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 04-3852107
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $138,056
- Income (IRS master file)
- $199,709
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $53,558 | $22,958 | $138,056 | XML |
| 990-EZ | December 2023 | $24,381 | $23,831 | $123,684 | XML |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: W KARL STEPHAN | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-N for 2019 Officer: W Karl Stephan | December 31, 2019 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2018 | – | – | – | IRS |
| 990-EZ | December 2017 | – | – | – | IRS |
| 990-N for 2010 Officer: W Karl Stephan | December 31, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
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 04-3852107).
Questions about EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT
- What is the EIN of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT?
- The employer identification number (EIN) of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT is 04-3852107.
- Is EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT 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 EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT 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 EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who is the principal officer of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT?
- The 990-N for 2020 names W KARL STEPHAN.
- Who are the officers and directors of EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT?
- The 990-EZ for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does EMPLOYEE AFTER-TAX CONTRIBUTION VEBA TRUST FOR NORTHWOOD UNIVERSIT have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $53,558, expenses of $22,958 and total assets of $138,056 at year end.
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