Nonprofit · EIN 23-2149974
STEWART EMPLOYEE BENEFIT TRUST
Tax-exempt · YORK, PA 17404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,298,477 | $12,909,344 | -$610,867 | $1,692,270 | $306 | $1,691,964 |
| December 31, 2023 | 990 | $17,234,438 | $17,064,228 | $170,210 | $2,876,108 | $573,277 | $2,302,831 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $12,298,477
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $12,730,691
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $12,877
Balance sheet and other
- Total assets, start of year
- $2,876,108
- Total assets, end of year
- $1,692,270
- Total liabilities, end of year
- $306
- Net assets, end of year
- $1,691,964
- Gross receipts
- $12,298,477
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1980
- State of legal domicile
- PA
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 |
|---|---|---|---|
| JEREMY LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| DAVID J STEWART | TRUSTEE Trustee or director | 1 | $0 |
| GARY A STEWART JR | TRUSTEE Trustee or director | 1 | $0 |
| GARY M GILBERT II | TRUSTEE Trustee or director | 1 | $0 |
| JOSEPH P CLARK II | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEREMY LYNCH | TRUSTEE Trustee or director | 1 | $0 |
| DAVID J STEWART | TRUSTEE Trustee or director | 1 | $0 |
| GARY A STEWART JR | TRUSTEE Trustee or director | 1 | $0 |
| GARY M GILBERT II | TRUSTEE Trustee or director | 1 | $0 |
| JOSEPH P CLARK II | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 950 SMILE WAY, YORK, PA 17404-1725
- Principal officer (990 for 2024)
- JEREMY LYNCH, 950 SMILE WAY, YORK, PA 174041725
- Signed the 990
- JEREMY LYNCH, TREASURER
- Phone
- (717) 854-9581
- Return prepared by
- RKL LLP
Mission
PROVIDE EMPLOYEE HEALTH BENEFITS
Program accomplishments
- TO PROVIDE MEDICAL, PRESCRIPTION DRUG, LIFE, VISION, DENTAL, AND DISABILITY INSURANCE BENEFITS TO EMPLOYEES OF THE STEWART COMPANIES AND THEIR DEPENDENTS. THE TRUST PROVIDED BENEFITS IN 2024 TO APPROXIMATELY 1,304 ACTIVELY PARTICIPATING EMPLOYEES.
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
- 23-2149974
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1981
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,692,270
- Income (IRS master file)
- $12,298,477
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,298,477 | $12,909,344 | $1,692,270 | XML |
| 990 | December 2023 | $17,234,438 | $17,064,228 | $2,876,108 | XML |
| 990 | December 2022 | $18,423,264 | $17,018,862 | $2,132,621 | 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 23-2149974).
Questions about STEWART EMPLOYEE BENEFIT TRUST
- What is the EIN of STEWART EMPLOYEE BENEFIT TRUST?
- The employer identification number (EIN) of STEWART EMPLOYEE BENEFIT TRUST is 23-2149974.
- Is STEWART EMPLOYEE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1981.
- Are donations to STEWART EMPLOYEE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does STEWART EMPLOYEE BENEFIT 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 STEWART EMPLOYEE BENEFIT TRUST 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 STEWART EMPLOYEE BENEFIT TRUST 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 STEWART EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names JEREMY LYNCH.
- Who are the officers and directors of STEWART EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does STEWART EMPLOYEE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,298,477, expenses of $12,909,344 and total assets of $1,692,270 at year end.
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