Nonprofit · EIN 23-7170147
AGC HEALTH BENEFIT TRUST FUND
Tax-exempt · WILSONVILLE, OR 97070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $7,606,413 | $7,585,967 | $20,446 | $1,905,167 | $104,819 | $1,800,348 |
| March 31, 2024 | 990 | $7,720,876 | $7,685,945 | $34,931 | $1,794,598 | $33,846 | $1,760,752 |
| March 31, 2023 | 990 | $7,942,725 | $7,980,760 | -$38,035 | $1,744,399 | $152,593 | $1,591,806 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,533,996
- Investment income
- $71,463
- Net gain from sales of assets
- $17,650
- Other revenue
- $954
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,052,843
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,345
- Accounting fees
- $26,255
Balance sheet and other
- Total assets, start of year
- $1,794,598
- Total assets, end of year
- $1,905,167
- Total liabilities, end of year
- $104,819
- Net assets, end of year
- $1,800,348
- Publicly traded securities
- $1,740,816
- Gross receipts
- $7,609,137
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1971
- State of legal domicile
- OR
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEIGH TAPANI | TRUSTEE CHAIR Trustee or director, Officer | 0.5 | $0 |
| LOGAN KYSAR | TRUSTEE Trustee or director | 0.5 | $0 |
| JONATHAN WOOLWORTH | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended March 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEIGH TAPANI | TRUSTEE CHAIR Trustee or director, Officer | 0.5 | $0 |
| LOGAN KYSAR | TRUSTEE (START 06/23) Trustee or director | 0.5 | $0 |
| STACY LEWALLEN | TRUSTEE (END 06/23) Trustee or director | 0.5 | $0 |
| JONATHAN WOOLWORTH | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended March 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEIGH TAPANI | TRUSTEE CHAIR Trustee or director, Officer | 0.5 | $0 |
| STACY LEWALLEN | TRUSTEE Trustee or director | 0.5 | $0 |
| ROGER SILBERNAGEL | TRUSTEE (THRU 07/2022) Trustee or director | 0.5 | $0 |
| JONATHAN WOOLWORTH | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 9450 SW COMMERCE CIR STE 200, WILSONVILLE, OR 97070-8859
- Principal officer (990 for 2024)
- LEIGH TAPANI, 20915 SW 105TH AVENUE, TUALATIN, OR 10020
- Signed the 990
- LEIGH TAPANI, TRUSTEE CHAIR
- Phone
- (503) 682-3363
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE PURPOSE OF THE TRUST IS TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FROM THE CONTRIBUTIONS OF EMPLOYERS, EMPLOYEES AND ANY PERSONS ELIGIBLE TO MAKE SELF PAYMENTS UNDER THE APPLICABLE LAW.
Program accomplishments
- THE PURPOSE OF THE TRUST IS TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FROM THE CONTRIBUTIONS OF EMPLOYERS, EMPLOYEES AND ANY PERSONS ELIGIBLE TO MAKE SELF PAYMENTS UNDER THE APPLICABLE LAW.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7170147
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,905,167
- Income (IRS master file)
- $7,609,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $7,606,413 | $7,585,967 | $1,905,167 | XML |
| 990 | March 2024 | $7,720,876 | $7,685,945 | $1,794,598 | XML |
| 990 | March 2023 | $7,942,725 | $7,980,760 | $1,744,399 | XML |
| 990 | March 2022 | $11,419,505 | $10,897,713 | $1,717,335 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 23-7170147).
Questions about AGC HEALTH BENEFIT TRUST FUND
- What is the EIN of AGC HEALTH BENEFIT TRUST FUND?
- The employer identification number (EIN) of AGC HEALTH BENEFIT TRUST FUND is 23-7170147.
- Is AGC HEALTH BENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
- Are donations to AGC HEALTH BENEFIT TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AGC HEALTH BENEFIT TRUST FUND 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 AGC HEALTH BENEFIT TRUST FUND due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did AGC HEALTH BENEFIT TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of AGC HEALTH BENEFIT TRUST FUND?
- The 990 for the year ended March 31, 2025 names LEIGH TAPANI.
- Who are the officers and directors of AGC HEALTH BENEFIT TRUST FUND?
- The 990 for the year ended March 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does AGC HEALTH BENEFIT TRUST FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $7,606,413, expenses of $7,585,967 and total assets of $1,905,167 at year end.
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