Nonprofit · EIN 20-2034596
KENTUCKY FARM BUREAU BENEFITS TR
Tax-exempt · LOUISVILLE, KY 40220
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,024,615 | $4,434,204 | -$2,409,589 | $118,345,204 | $488,689 | $117,856,515 |
| December 31, 2023 | 990 | $478,717 | $4,664,559 | -$4,185,842 | $119,057,666 | $198,065 | $118,859,601 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $771,895
- Investment income
- $1,252,720
- Net gain from sales of assets
- -$2,165,390
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,755,199
- Compensation of officers, directors and key employees
- $31,937
- Salaries, compensation and benefits (total)
- $31,937
- Professional fundraising fees
- $0
- Legal fees
- $24,288
- Accounting fees
- $5,160
Balance sheet and other
- Total assets, start of year
- $119,057,666
- Total assets, end of year
- $118,345,204
- Total liabilities, end of year
- $488,689
- Net assets, end of year
- $117,856,515
- Publicly traded securities
- $116,496,350
- Gross unrelated business income
- -$2,009,936
- Gross receipts
- $74,297,877
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2004
- State of legal domicile
- KY
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 |
|---|---|---|---|
| BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 5 | $31,937 |
| JOHN SPARROW | EXECUTIVE VICE PRESIDENT Trustee or director, Officer | 0.1 | $0 |
| JENA STONE | VP, ACCOUNTING/TREASURER Trustee or director, Officer | 0.1 | $0 |
| ANGIE PHELPS-SELLS | DIRECTOR, HUMAN RESOURCES Trustee or director | 0.1 | $0 |
| NICKI WHITMIRE | VP, HR & SUPPORT SERVICES Trustee or director | 0.1 | $0 |
| AMANDA ZORIO | COMPENSATION & BENEFITS Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BANK OF NEW YORK MELLON | TRUSTEE Institutional trustee | 5 | $31,498 |
| JOHN SPARROW | EXEC VICE PRESIDENT/CEO Trustee or director, Officer | 0.1 | $0 |
| JENA STONE | VP, ACCOUNTING/TREASURER Trustee or director, Officer | 0.1 | $0 |
| NICKI WHITMIRE | VP, HR AND SUPPORT SERVICES Trustee or director | 0.1 | $0 |
| ANGIE PHELPS-SELLS | DIRECTOR, HUMAN RESOURCES Trustee or director | 0.1 | $0 |
| AMANDA ZORIO | COMPENSATION AND BENEFITS MGR Trustee or director | 0.1 | $0 |
Address and contacts
- Address (IRS master file)
- 9201 BUNSEN PKWY, LOUISVILLE, KY 40220-3793
- In care of
- % KENTUCKY FARM BUREAU MUTAL INSURA
- Principal officer (990 for 2024)
- JENA STONE, 9201 BUNSEN PARKWAY, LOUISVILLE, KY 402203793
- Signed the 990
- JENA STONE, TREASURER, KYFB MUTUAL INS CO.
- Phone
- (502) 495-5000
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
FUND RETIREE MEDICAL BENEFITS.
Program accomplishments
- HEALTH CLAIMS PAID FOR RETIREE MEDICAL 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
- 20-2034596
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y430)
- Assets (IRS master file)
- $118,345,204
- Income (IRS master file)
- $74,297,877
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,024,615 | $4,434,204 | $118,345,204 | XML |
| 990 | December 2023 | $478,717 | $4,664,559 | $119,057,666 | XML |
| 990 | December 2022 | $1,971,101 | $3,385,960 | $112,930,207 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 20-2034596).
Questions about KENTUCKY FARM BUREAU BENEFITS TR
- What is the EIN of KENTUCKY FARM BUREAU BENEFITS TR?
- The employer identification number (EIN) of KENTUCKY FARM BUREAU BENEFITS TR is 20-2034596.
- Is KENTUCKY FARM BUREAU BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to KENTUCKY FARM BUREAU BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KENTUCKY FARM BUREAU BENEFITS 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 KENTUCKY FARM BUREAU BENEFITS 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 KENTUCKY FARM BUREAU BENEFITS 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 KENTUCKY FARM BUREAU BENEFITS TR?
- The 990 for the year ended December 31, 2024 names JENA STONE.
- Who are the officers and directors of KENTUCKY FARM BUREAU BENEFITS TR?
- The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $31,937 (BANK OF NEW YORK MELLON, TRUSTEE).
- How much revenue does KENTUCKY FARM BUREAU BENEFITS TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,024,615, expenses of $4,434,204 and total assets of $118,345,204 at year end.
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