Skip to main content

Nonprofit · EIN 26-0234311

NORTHWEST AIRLINES SECTION 1114 VEBA TRUST

Tax-exempt · PUEBLO, CO 81003

Financials

$268K$1.8M2022$620K$2M2023$556K$1.6M2024
Revenue Expenses · by fiscal year end
Financials of NORTHWEST AIRLINES SECTION 1114 VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$556,242$1,566,553-$1,010,311$10,554,904$58,056$10,496,848
April 30, 2024990$619,686$2,026,940-$1,407,254$11,215,660$30,920$11,184,740
April 30, 2023990$267,868$1,810,312-$1,542,444$12,683,457$29,455$12,654,002
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$556,242
Net gain from sales of assets
$452,703
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,132,610
Compensation of officers, directors and key employees
$161,250
Salaries, compensation and benefits (total)
$161,250
Professional fundraising fees
$0
Legal fees
$16,897
Accounting fees
$49,991
Travel
$4,174

Balance sheet and other

Total assets, start of year
$11,215,660
Total assets, end of year
$10,554,904
Total liabilities, end of year
$58,056
Net assets, end of year
$10,496,848
Gross receipts
$4,338,717
Employees
0
Volunteers
0
Year formed
2007
State of legal domicile
CO

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MARVIN SANDRINCHAIRMAN
Trustee or director, Officer
5$30,000
ARLO BERTSCHTRUSTEE
Trustee or director
5$25,000
EILEEN HALVERSONTRUSTEE
Trustee or director
5$25,000
JOHN PAULYTRUSTEE
Trustee or director
5$25,000
STUART WOHLTRUSTEE
Trustee or director
5$25,000
WILLIAM CAMERONTRUSTEE
Trustee or director
5$25,000
GARY BERGTRUSTEE AS OF SEP. 2024
Trustee or director
5$0
990 for the year ended April 30, 2024: 6 people
NameTitleHours / weekCompensation
MARVIN SANDRINCHAIRMAN
Trustee or director, Officer
2$96,000
ARLO BERTSCHTRUSTEE
Trustee or director
2$76,200
WILLIAM CAMERONTRUSTEE
Trustee or director
2$76,200
EILEEN HALVERSONTRUSTEE
Trustee or director
2$76,200
JOHN PAULYTRUSTEE
Trustee or director
2$76,200
Stuart WohlTrustee as of 4/16/24
Trustee or director
2$0
990 for the year ended April 30, 2023: 5 people
NameTitleHours / weekCompensation
MARVIN SANDRINCHAIRMAN
Trustee or director, Officer
2$6,000
ARLO BERTSCHTRUSTEE
Trustee or director
2$1,200
WILLIAM CAMERONTRUSTEE
Trustee or director
2$1,200
EILEEN HALVERSONTRUSTEE
Trustee or director
2$1,200
JOHN PAULYTRUSTEE
Trustee or director
2$1,200

Address and contacts

Address (IRS master file)
200 W B ST STE 234, PUEBLO, CO 81003-3574
In care of
% DISCIPLINED BENEFIT SVCS
Principal officer (990 for 2024)
MARVIN SANDRIN, 200 W B STREET 234, PUEBLO, CO 81003
Signed the 990
MARVIN SANDRIN, CHAIRMAN
Phone
(719) 744-0043
Return prepared by
BDO USA

Mission

THE PLAN WAS ESTABLISHED TO PROVIDE PREMIUM SUBSIDY BENEFITS TO RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS.

990 for the year ended April 30, 2025

Program accomplishments

  • THE PLAN PROVIDES PREMIUM SUBSIDY BENEFITS TO RETIRED EMPLOYEES AND THEIR ELIGIBLE DEPENDENTS FOR QUALIFIED HEALTH CARE COVERAGE.

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
26-0234311
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2008
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$10,554,904
Income (IRS master file)
$4,338,717

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$556,242$1,566,553$10,554,904XML
990April 2024$619,686$2,026,940$11,215,660XML
990April 2023$267,868$1,810,312$12,683,457XML
990April 2022$465,152$2,098,609$14,295,959IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 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 26-0234311).

Questions about NORTHWEST AIRLINES SECTION 1114 VEBA TRUST

What is the EIN of NORTHWEST AIRLINES SECTION 1114 VEBA TRUST?
The employer identification number (EIN) of NORTHWEST AIRLINES SECTION 1114 VEBA TRUST is 26-0234311.
Is NORTHWEST AIRLINES SECTION 1114 VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
Are donations to NORTHWEST AIRLINES SECTION 1114 VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NORTHWEST AIRLINES SECTION 1114 VEBA 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 NORTHWEST AIRLINES SECTION 1114 VEBA TRUST due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did NORTHWEST AIRLINES SECTION 1114 VEBA TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of NORTHWEST AIRLINES SECTION 1114 VEBA TRUST?
The 990 for the year ended April 30, 2025 names MARVIN SANDRIN.
Who are the officers and directors of NORTHWEST AIRLINES SECTION 1114 VEBA TRUST?
The 990 for the year ended April 30, 2025 lists 7 people; 6 received compensation from the organization, the highest $30,000 (MARVIN SANDRIN, CHAIRMAN).
How much revenue does NORTHWEST AIRLINES SECTION 1114 VEBA TRUST have?
On its 990 for the year ended April 30, 2025 it reported revenue of $556,242, expenses of $1,566,553 and total assets of $10,554,904 at year end.

Other nonprofits in PUEBLO

All nonprofits in PUEBLO · Colorado · Mutual and membership benefit