Nonprofit · EIN 20-6002062
OVERLAND WEST INC WELFARE BENEFIT TR
Also known as ALLRED CLAUDIA TTEE
Tax-exempt · OGDEN, UT 84401
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $4,167,873 | $4,092,869 | $75,004 | $648,924 | $31,828 | $617,096 |
| May 31, 2024 | 990 | $3,758,407 | $4,002,645 | -$244,238 | $592,602 | $50,510 | $542,092 |
| May 31, 2023 | 990 | $3,777,563 | $3,564,926 | $212,637 | $786,330 | $0 | $786,330 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,167,873
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,086,935
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $592,602
- Total assets, end of year
- $648,924
- Total liabilities, end of year
- $31,828
- Net assets, end of year
- $617,096
- Net assets without donor restrictions
- $617,096
- Gross receipts
- $4,167,873
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2003
- State of legal domicile
- UT
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jerry H Petersen | Trustee Trustee or director | 0.5 | $0 |
| Morgan Keyes | Trustee Trustee or director | 0.5 | $0 |
| Tami Hull | Trustee Trustee or director | 0.5 | $0 |
| Trevor Steenblik | Trustee Trustee or director | 0.5 | $0 |
990 for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| Jerry H Petersen | Trustee Trustee or director | 0.5 | $344,571 | $45,100 |
| Morgan Keyes | Trustee Trustee or director | 0.5 | $289,203 | $41,054 |
| Trevor Steenblik | Trustee Trustee or director | 0.5 | $235,900 | $0 |
| Tami Hull | Trustee Trustee or director | 0.5 | $138,835 | $18,868 |
| Claudia Allred | Trustee (Until 10/23) Trustee or director | 0.5 | $108,857 | $35,910 |
990 for the year ended May 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JERRY H PETERSEN | TRUSTEE Trustee or director | 0.5 | $0 | $293,093 | $42,287 |
| MORGAN KEYES | TRUSTEE Trustee or director | 0.5 | $0 | $259,526 | $41,068 |
| TREVOR STEENBLIK | TRUSTEE Trustee or director | 0.5 | $0 | $227,446 | $34,592 |
| CLAUDIA ALLRED | TRUSTEE Trustee or director | 0.5 | $0 | $126,484 | $21,558 |
Address and contacts
- Address (IRS master file)
- 2805 WASHINGTON BLVD, OGDEN, UT 84401-4212
- Principal officer (990 for 2024)
- Trevor Steenblik, 2805 Washington Blvd, Ogden, UT 844020590
- Signed the 990
- TREVOR STEENBLIK, Trustee
- Phone
- (801) 621-5663
- Return prepared by
- Eide Bailly LLP
Mission
To Provide Benefits to Employees of Overland.
Program accomplishments
- The plan provides medical, dental, mental health, basic life insurance, prescription drug and substance abuse benefits to 211 eligible employees of Overland West, Inc. and its wholly-owned subsidiary and their covered dependents.
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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 20-6002062
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $648,924
- Income (IRS master file)
- $4,167,873
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $4,167,873 | $4,092,869 | $648,924 | XML |
| 990 | May 2024 | $3,758,407 | $4,002,645 | $592,602 | XML |
| 990 | May 2023 | $3,777,563 | $3,564,926 | $786,330 | XML |
| 990 | May 2022 | $3,170,696 | $3,368,715 | $612,731 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 20-6002062).
Questions about OVERLAND WEST INC WELFARE BENEFIT TR
- What is the EIN of OVERLAND WEST INC WELFARE BENEFIT TR?
- The employer identification number (EIN) of OVERLAND WEST INC WELFARE BENEFIT TR is 20-6002062.
- Is OVERLAND WEST INC WELFARE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to OVERLAND WEST INC WELFARE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OVERLAND WEST INC WELFARE BENEFIT 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 OVERLAND WEST INC WELFARE BENEFIT TR due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OVERLAND WEST INC WELFARE BENEFIT TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of OVERLAND WEST INC WELFARE BENEFIT TR?
- The 990 for the year ended May 31, 2025 names Trevor Steenblik.
- Who are the officers and directors of OVERLAND WEST INC WELFARE BENEFIT TR?
- The 990 for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does OVERLAND WEST INC WELFARE BENEFIT TR have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $4,167,873, expenses of $4,092,869 and total assets of $648,924 at year end.
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All nonprofits in OGDEN · Utah · Mutual and membership benefit