Nonprofit · EIN 20-4982669
COPOLYMER RETIREES TRUST
Tax-exempt · BATON ROUGE, LA 70810
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $931,683 | $1,365,564 | -$433,881 | $4,552,077 | $1,450 | $4,550,627 |
| August 31, 2024 | 990 | $1,098,887 | $1,374,271 | -$275,384 | $4,985,959 | $1,450 | $4,984,509 |
| August 31, 2023 | 990 | $911,538 | $1,470,961 | -$559,423 | $5,261,343 | $1,450 | $5,259,893 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $652,275
- Investment income
- $279,408
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $930,871
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $10,783
- Accounting fees
- $65,375
Balance sheet and other
- Total assets, start of year
- $4,985,959
- Total assets, end of year
- $4,552,077
- Total liabilities, end of year
- $1,450
- Net assets, end of year
- $4,550,627
- Publicly traded securities
- $4,353,319
- Gross receipts
- $931,683
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- LA
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George A von Bodungen | Chairman of the Board Trustee or director | 0 | $0 |
| Ralph A Joffrion | Board Member Trustee or director | 0 | $0 |
| Albert H Bacas | Board Member Trustee or director | 0 | $0 |
| Shirley Cowart Didier | Board Member Trustee or director | 0 | $0 |
| Edward Richardson | Board Member Trustee or director | 0 | $0 |
990 for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George A von Bodungen | Chairman of the Board Trustee or director | 0 | $0 |
| Ralph A Joffrion | Board Member Trustee or director | 0 | $0 |
| Albert H Bacas | Board Member Trustee or director | 0 | $0 |
| Shirley Cowart | Board Member Trustee or director | 0 | $0 |
| Edward Richardson | Board Member Trustee or director | 0 | $0 |
990 for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| George A von Bodungen | Chairman of the Board Trustee or director | 0 | $0 |
| Ralph A Joffrion | Board Member Trustee or director | 0 | $0 |
| Albert H Bacas | Board Member Trustee or director | 0 | $0 |
| Shirley Cowart | Board Member Trustee or director | 0 | $0 |
| Edward Richardson | Board Member Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 8560 ANSELMO LN, BATON ROUGE, LA 70810-1207
- In care of
- % LLOYD J TABARY II
- Principal officer (990 for 2024)
- Lloyd J Tabary II, 8560 ANSELMO LN, BATON ROUGE, LA 708101207
- Signed the 990
- Lloyd J Tabary II, Administrator
- Phone
- (225) 490-0021
Mission
Copolymer Retirees Trust was formed as a Voluntary Employees Beneficiary Association and currently services 307 retirees spouses and dependents as of August 31 2024 and continues to manage the premiums received for future medical life and dental benefits for all participants.
Program accomplishments
- The major accomplishments of the program services is to deliver quality healthcare benefits pharmacy benefits and life insurance for retirees of the sponsor company.0
- None0
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 20-4982669
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $4,552,077
- Income (IRS master file)
- $931,683
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $931,683 | $1,365,564 | $4,552,077 | XML |
| 990 | August 2024 | $1,098,887 | $1,374,271 | $4,985,959 | XML |
| 990 | August 2023 | $911,538 | $1,470,961 | $5,261,343 | XML |
| 990 | August 2022 | $151,289 | $1,591,558 | $5,820,766 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | 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 20-4982669).
Questions about COPOLYMER RETIREES TRUST
- What is the EIN of COPOLYMER RETIREES TRUST?
- The employer identification number (EIN) of COPOLYMER RETIREES TRUST is 20-4982669.
- Is COPOLYMER RETIREES TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to COPOLYMER RETIREES TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COPOLYMER RETIREES 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 COPOLYMER RETIREES TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COPOLYMER RETIREES TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of COPOLYMER RETIREES TRUST?
- The 990 for the year ended August 31, 2025 names Lloyd J Tabary II.
- Who are the officers and directors of COPOLYMER RETIREES TRUST?
- The 990 for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does COPOLYMER RETIREES TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $931,683, expenses of $1,365,564 and total assets of $4,552,077 at year end.
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