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Nonprofit · EIN 31-0999192

SWOPE GROUP EMPLOYEE BENEFIT FUND

Tax-exempt · ELIZABETHTOWN, KY 42701

Financials

$2.9M$3M2023$3.4M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of SWOPE GROUP EMPLOYEE BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,403,048$2,820,625$582,423$2,022,735$0$2,022,735
December 31, 2023990$2,866,789$2,980,544-$113,755$1,440,312$0$1,440,312
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,403,048
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,379,528
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$9,950
Program services (functional)
$2,810,675
Management and general (functional)
$9,950

Balance sheet and other

Total assets, start of year
$1,440,312
Total assets, end of year
$2,022,735
Total liabilities, end of year
$0
Net assets, end of year
$2,022,735
Gross receipts
$3,403,048
Employees
0
Year formed
1980
State of legal domicile
KY

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, 2024, highest compensation first.

NameTitleHours / weekCompensation
MR DENNIS FANTETRUSTEE
Trustee or director
0.5$0
MR RICHARD SWOPETRUSTEE
Trustee or director
0.5$0
MR CARL SWOPETRUSTEE
Trustee or director
0.5$0
MR ROBERT SWOPETRUSTEE
Trustee or director
0.5$0
JENNIFER KESSLEROFFICER
Officer
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
MR DENNIS FANTETRUSTEE
Trustee or director
0.5$0
MR RICHARD SWOPETRUSTEE
Trustee or director
0.5$0
MR CARL SWOPETRUSTEE
Trustee or director
0.5$0
MR ROBERT SWOPETRUSTEE
Trustee or director
0.5$0
JENNIFER KESSLEROFFICER
Officer
1$0

Address and contacts

Address (IRS master file)
1100 N DIXIE AVE, ELIZABETHTOWN, KY 42701-2534
In care of
% CARL SWOPE
Principal officer (990 for 2024)
JENNIFER KESSLER, 1100 N DIXIE HWY, ELIZABETHTOWN, KY 42701
Signed the 990
JENNIFER KESSLER, OFFICER
Phone
(270) 765-2181
Return prepared by
BOWDEN & WOOD PLLC

Mission

TO PROVIDE MEDICAL AND PRESCRIPTION DRUG BENEFITS FOR PARTICIPATING EMPLOYEES AND THEIR ENROLLED DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • MEDICAL EXPENSES FOR EMPLOYEES

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-0999192
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1981
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,022,735
Income (IRS master file)
$3,403,048

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,403,048$2,820,625$2,022,735XML
990December 2023$2,866,789$2,980,544$1,440,312XML
990December 2022$3,110,681$2,621,857$1,554,067IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 31-0999192).

Questions about SWOPE GROUP EMPLOYEE BENEFIT FUND

What is the EIN of SWOPE GROUP EMPLOYEE BENEFIT FUND?
The employer identification number (EIN) of SWOPE GROUP EMPLOYEE BENEFIT FUND is 31-0999192.
Is SWOPE GROUP EMPLOYEE BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1981.
Are donations to SWOPE GROUP EMPLOYEE BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SWOPE GROUP EMPLOYEE BENEFIT 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 SWOPE GROUP EMPLOYEE BENEFIT FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SWOPE GROUP EMPLOYEE BENEFIT FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of SWOPE GROUP EMPLOYEE BENEFIT FUND?
The 990 for the year ended December 31, 2024 names JENNIFER KESSLER.
Who are the officers and directors of SWOPE GROUP EMPLOYEE BENEFIT FUND?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does SWOPE GROUP EMPLOYEE BENEFIT FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,403,048, expenses of $2,820,625 and total assets of $2,022,735 at year end.

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