Nonprofit · EIN 31-1273785
GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST
Tax-exempt · DAYTON, OH 45459
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $9,170,703 | $9,586,772 | -$416,069 | $1,997,929 | $964,067 | $1,033,862 |
| September 30, 2024 | 990 | $7,427,846 | $6,316,528 | $1,111,318 | $2,048,258 | $598,327 | $1,449,931 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,119,833
- Investment income
- $50,870
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,583,785
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,048,258
- Total assets, end of year
- $1,997,929
- Total liabilities, end of year
- $964,067
- Net assets, end of year
- $1,033,862
- Gross receipts
- $9,170,703
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1989
- State of legal domicile
- OH
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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUDY A BUDI | TRUSTEE Trustee or director | 0.1 | $0 | $389,483 | $35,993 |
| ROBERT A REICHARD | TRUSTEE Trustee or director | 0.1 | $0 | $201,268 | $19,145 |
| DAWN L BARHORST | TRUSTEE Trustee or director | 0.1 | $0 | $192,580 | $18,338 |
990 for the year ended September 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JUDY A BUDI | TRUSTEE Trustee or director | 0.1 | $0 | $381,255 | $31,500 |
| ROBERT A REICHARD | TRUSTEE Trustee or director | 0.1 | $0 | $191,834 | $17,049 |
| DAWN L BARHORST | TRUSTEE Trustee or director | 0.1 | $0 | $180,616 | $16,607 |
Address and contacts
- Address (IRS master file)
- 6430 INNER MISSION WAY, DAYTON, OH 45459-2795
- Principal officer (990 for 2024)
- JUDY A BUDI, 6430 INNER MISSION WAY, DAYTON, OH 45459
- Signed the 990
- JUDY A BUDI, TRUSTEE
- Phone
- (937) 436-6865
- Return prepared by
- PLANTE & MORAN PLLC
Mission
TO PAY MEMBERS' LIFE, SICK, ACCIDENT, OR OTHER BENEFITS.
Program accomplishments
- LIFE, SICK, ACCIDENT, OR OTHER BENEFITS PAID FOR PARTICIPANTS OR BENEFICIARIES.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 31-1273785
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1989
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,997,929
- Income (IRS master file)
- $9,170,703
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $9,170,703 | $9,586,772 | $1,997,929 | XML |
| 990 | September 2024 | $7,427,846 | $6,316,528 | $2,048,258 | XML |
| 990 | September 2023 | $9,217,667 | $9,796,041 | $1,475,648 | IRS |
| 990 | September 2022 | $7,348,860 | $6,251,536 | $1,574,267 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 31-1273785).
Questions about GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST
- What is the EIN of GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST?
- The employer identification number (EIN) of GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST is 31-1273785.
- Is GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
- Are donations to GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GRACEWORKS LUTHERAN SERVICES HEALTH 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 GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST?
- The 990 for the year ended September 30, 2025 names JUDY A BUDI.
- Who are the officers and directors of GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST?
- The 990 for the year ended September 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does GRACEWORKS LUTHERAN SERVICES HEALTH BENEFIT TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $9,170,703, expenses of $9,586,772 and total assets of $1,997,929 at year end.
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