Nonprofit · EIN 27-4847462
HEALTH QUEST VEBA HEALTH SAVINGS TRUST
Tax-exempt · LAGRANGEVILLE, NY 12540
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $320,331 | $654,344 | -$334,013 | $6,582,527 | $0 | $6,582,527 |
| December 31, 2024 | 990 | $329,900 | $584,485 | -$254,585 | $6,907,599 | $0 | $6,907,599 |
| December 31, 2023 | 990 | $246,422 | $673,517 | -$427,095 | $7,156,334 | $0 | $7,156,334 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $305,944
- Investment income
- $14,387
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $634,759
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $6,907,599
- Total assets, end of year
- $6,582,527
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,582,527
- Publicly traded securities
- $120,450
- Gross receipts
- $320,331
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- State of legal domicile
- NY
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1351 ROUTE 55, LAGRANGEVILLE, NY 12540-5108
- In care of
- % HEALTH QUEST SYSTEMS INC
- Principal officer (990 for 2025)
- MATRIX TRUST COMPANY, 717 17TH STREET STE 1300, DENVER, CO 80202
- Signed the 990
- MATRIX TRUST COMPANY, TRUSTEE
- Phone
- (845) 475-9500
- 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 164 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $634,759.
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 | 990 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
- 27-4847462
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2013
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,582,527
- Income (IRS master file)
- $320,331
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $320,331 | $654,344 | $6,582,527 | XML |
| 990 | December 2024 | $329,900 | $584,485 | $6,907,599 | XML |
| 990 | December 2023 | $246,422 | $673,517 | $7,156,334 | XML |
| 990 | December 2022 | $323,310 | $716,714 | $7,574,547 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 27-4847462).
Questions about HEALTH QUEST VEBA HEALTH SAVINGS TRUST
- What is the EIN of HEALTH QUEST VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of HEALTH QUEST VEBA HEALTH SAVINGS TRUST is 27-4847462.
- Is HEALTH QUEST VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2013.
- Are donations to HEALTH QUEST VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH QUEST 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 HEALTH QUEST VEBA HEALTH SAVINGS TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEALTH QUEST VEBA HEALTH SAVINGS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of HEALTH QUEST VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended December 31, 2025 names MATRIX TRUST COMPANY.
- Who are the officers and directors of HEALTH QUEST VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does HEALTH QUEST VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $320,331, expenses of $654,344 and total assets of $6,582,527 at year end.
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