Nonprofit · EIN 27-2669820
SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST
Tax-exempt · SULLIVAN, IN 47882
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2026 | 990 | $876,648 | $603,581 | $273,067 | $6,865,473 | $0 | $6,865,473 |
| April 30, 2025 | 990 | $785,904 | $359,292 | $426,612 | $6,297,081 | $0 | $6,297,081 |
| April 30, 2024 | 990 | $254,662 | $320,598 | -$65,936 | $6,203,043 | $0 | $6,203,043 |
Financial details: 990 for the year ended April 30, 2026
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $254,289
- Investment income
- $622,359
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $577,880
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $10,764
Balance sheet and other
- Total assets, start of year
- $6,297,081
- Total assets, end of year
- $6,865,473
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,865,473
- Publicly traded securities
- $6,627,366
- Gross receipts
- $876,648
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- IN
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, 2026, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended April 30, 2025: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended April 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $4,019 |
Address and contacts
- Address (IRS master file)
- 1502 N SECTION ST, SULLIVAN, IN 47882-9228
- In care of
- % SOUTHWEST SCHOOL CORPORATION
- Principal officer (990 for 2025)
- DIANE HICKS, 717 17TH STREET SUITE 1300, DENVER, CO 80202
- Signed the 990
- DIANE HICKS, DIRECTOR
- Phone
- (812) 268-6311
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 63 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $577,880.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | 990 on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 27-2669820
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,865,473
- Income (IRS master file)
- $876,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2026 | $876,648 | $603,581 | $6,865,473 | XML |
| 990 | April 2025 | $785,904 | $359,292 | $6,297,081 | XML |
| 990 | April 2024 | $254,662 | $320,598 | $6,203,043 | XML |
| 990 | April 2023 | $361,316 | $384,355 | $5,874,172 | IRS |
| 990 | April 2022 | – | – | – | IRS |
| 990 | April 2021 | – | – | – | 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 27-2669820).
Questions about SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST
- What is the EIN of SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST is 27-2669820.
- Is SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS 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 SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST due?
- The return for tax year 2026 (the year ending April 30, 2027) is due September 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2026.
- Who is the principal officer of SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended April 30, 2026 names DIANE HICKS.
- Who are the officers and directors of SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended April 30, 2026 lists 1 person; 0 received compensation from the organization.
- How much revenue does SOUTHWEST SCHOOL CORPORATION VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended April 30, 2026 it reported revenue of $876,648, expenses of $603,581 and total assets of $6,865,473 at year end.
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