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Nonprofit · EIN 31-1018012

CITY OF MURRAY EMPLOYEE BENEFIT TRUST

Tax-exempt · MURRAY, KY 42071

Financials

$2.2M$2.3M2023$2.8M$2.5M2024$2.2M$2M2025
Revenue Expenses · by fiscal year end
Financials of CITY OF MURRAY EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2026990$2,239,262$2,028,902$210,360$1,472,506$0$1,472,506
May 31, 2025990$2,789,073$2,513,918$275,155$1,262,146$0$1,262,146
May 31, 2024990$2,212,860$2,271,201-$58,341$986,991$0$986,991
Financial details: 990 for the year ended May 31, 2026

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,186,147
Investment income
$53,115
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,020,621
Compensation of officers, directors and key employees
$7,297
Salaries, compensation and benefits (total)
$7,297
Professional fundraising fees
$0
Program services (functional)
$2,028,902

Balance sheet and other

Total assets, start of year
$1,262,146
Total assets, end of year
$1,472,506
Total liabilities, end of year
$0
Net assets, end of year
$1,472,506
Publicly traded securities
$1,472,506
Net assets without donor restrictions
$1,472,506
Gross receipts
$2,239,262
Employees
0
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 May 31, 2026, highest compensation first.

NameTitleHours / weekCompensation
REGIONS TRUSTTrustee, as req
Institutional trustee
1$7,297
BOB ROGERSMAYOR
Officer
0$0
JODY HICKSFINANCE DIR.
Officer
0$0
990 for the year ended May 31, 2025: 3 people
NameTitleHours / weekCompensation
REGIONS TRUSTTrustee, as req
Institutional trustee
1$5,470
BOB ROGERSMAYOR
Officer
0$0
TAMMY ROBERTSFINANCE DIR.
Officer
0$0
990 for the year ended May 31, 2024: 3 people
NameTitleHours / weekCompensation
REGIONS TRUSTTrustee, as req
Institutional trustee
1$5,077
BOB ROGERSMAYOR
Officer
0$0
TAMMY ROBERTSFINANCE DIR.
Officer
0$0

Address and contacts

Address (IRS master file)
500 MAIN ST, MURRAY, KY 42071-2074
Principal officer (990 for 2025)
TAMMY ROBERTS
Signed the 990
JODY HICKS, FINANCE DIR.
Phone
(270) 762-0300
Return prepared by
Southern Oak CPA Group PLLC

Mission

MAINTAIN SELF-INSURED INSURANCE FUND FOR CITY EMPLOYEES

990 for the year ended May 31, 2026

Program accomplishments

  • MEDICAL CLAIMS PAID ON BEHALF OF THE EMPLOYEES OF THE CITY OF MURRAY, KYTHE PURPOSE IS ACHIEVE LOWER TOTAL HEALTHCARE COSTS FOR THE APPROX. 135 EMPLOYEES.
    Expenses $2,028,902

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 yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026990 on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
31-1018012
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1981
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,472,506
Income (IRS master file)
$2,239,262

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2026$2,239,262$2,028,902$1,472,506XML
990May 2025$2,789,073$2,513,918$1,262,146XML
990May 2024$2,212,860$2,271,201$986,991XML
990May 2023$2,703,173$2,445,576$1,045,332IRS
990May 2022–––IRS
990May 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 31-1018012).

Questions about CITY OF MURRAY EMPLOYEE BENEFIT TRUST

What is the EIN of CITY OF MURRAY EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of CITY OF MURRAY EMPLOYEE BENEFIT TRUST is 31-1018012.
Is CITY OF MURRAY EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1981.
Are donations to CITY OF MURRAY EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CITY OF MURRAY EMPLOYEE BENEFIT 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 CITY OF MURRAY EMPLOYEE BENEFIT TRUST due?
The return for tax year 2026 (the year ending May 31, 2027) is due October 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CITY OF MURRAY EMPLOYEE BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2026.
Who is the principal officer of CITY OF MURRAY EMPLOYEE BENEFIT TRUST?
The 990 for the year ended May 31, 2026 names TAMMY ROBERTS.
Who are the officers and directors of CITY OF MURRAY EMPLOYEE BENEFIT TRUST?
The 990 for the year ended May 31, 2026 lists 3 people; 1 received compensation from the organization, the highest $7,297 (REGIONS TRUST, Trustee, as req).
How much revenue does CITY OF MURRAY EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended May 31, 2026 it reported revenue of $2,239,262, expenses of $2,028,902 and total assets of $1,472,506 at year end.

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