Nonprofit · EIN 27-3644999
IBEW VEBA HEALTH SAVINGS TRUST
Tax-exempt · MENOMONEE FLS, WI 53051
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $132,058 | $229,900 | -$97,842 | $2,379,249 | $0 | $2,379,249 |
| December 31, 2023 | 990 | $104,124 | $333,127 | -$229,003 | $2,450,051 | $0 | $2,450,051 |
| May 31, 2023 | 990 | $128,471 | $290,020 | -$161,549 | $2,539,643 | $0 | $2,539,643 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $132,058
- Net gain from sales of assets
- $2,417
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $156,832
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $156,832
- Management and general (functional)
- $73,068
Balance sheet and other
- Total assets, start of year
- $2,450,051
- Total assets, end of year
- $2,379,249
- Total liabilities, end of year
- $0
- Net assets, end of year
- $2,379,249
- Publicly traded securities
- $2,379,249
- Gross receipts
- $215,582
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- WI
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 |
|---|---|---|---|
| Hand Benefit Trust Co | Trustee Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hand Benefit Trust Co | Trustee Institutional trustee | 1 | $0 |
990 for the year ended May 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Hand Benefits and Trust | Trustee Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- N56W13777 SILVER SPRING DR, MENOMONEE FLS, WI 53051-6127
- In care of
- % BPAS
- Principal officer (990 for 2024)
- PAT Keegan, C/O IBEW N56W1377 SILVER SPRINGS, MENOMONEE FALLS, WI 53051
- Signed the 990
- PAT KEEGAN, BUSINESS AGENT
- Phone
- (262) 252-2552
Mission
TO FUND REMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY IBEW VEBA HEALTH SAVINGS TRUST BENEFITTING APPROXIMATELY 720 PARTICIPANTS DURING THE JUNE 1 2024- MAY 31, 2025 PLAN YEAR.Expenses $156,832
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 | Check at the IRS |
IRS record
- EIN
- 27-3644999
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,379,249
- Income (IRS master file)
- $215,582
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $132,058 | $229,900 | $2,379,249 | XML |
| 990 | December 2023 | $104,124 | $333,127 | $2,450,051 | XML |
| 990 | May 2023 | $128,471 | $290,020 | $2,539,643 | XML |
| 990 | May 2022 | $83,130 | $301,822 | $2,785,823 | IRS |
| 990 | May 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 27-3644999).
Questions about IBEW VEBA HEALTH SAVINGS TRUST
- What is the EIN of IBEW VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of IBEW VEBA HEALTH SAVINGS TRUST is 27-3644999.
- Is IBEW VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to IBEW VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBEW 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 IBEW VEBA HEALTH SAVINGS TRUST 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 IBEW VEBA HEALTH SAVINGS TRUST 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 IBEW VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended May 31, 2025 names PAT Keegan.
- Who are the officers and directors of IBEW VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended May 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does IBEW VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $132,058, expenses of $229,900 and total assets of $2,379,249 at year end.
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