Nonprofit · EIN 31-1327841
SCHOOL EMPLOYEES BENEFIT TRUST
Tax-exempt · BLUFFTON, IN 46714
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $20,943,476 | $20,306,079 | $637,397 | $17,888,512 | $10,598,053 | $7,290,459 |
| December 31, 2023 | 990 | $19,919,810 | $25,254,195 | -$5,334,385 | $16,719,281 | $10,185,082 | $6,534,199 |
| December 31, 2021 | 990 | $18,759,577 | $18,451,426 | $308,151 | $17,166,419 | $4,796,990 | $12,369,429 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $19,858,225
- Investment income
- $579,426
- Other revenue
- $505,825
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $19,242,060
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $14,276
- Accounting fees
- $52,003
Balance sheet and other
- Total assets, start of year
- $16,719,281
- Total assets, end of year
- $17,888,512
- Total liabilities, end of year
- $10,598,053
- Net assets, end of year
- $7,290,459
- Publicly traded securities
- $3,937,031
- Gross receipts
- $20,943,476
- Employees
- 0
- Year formed
- 1980
- State of legal domicile
- IN
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Dines | Trustee Trustee or director | 0.35 | $0 |
| Joel Mahaffey | Trustee Trustee or director | 0.35 | $0 |
| Kathryn Penrod | Trustee Trustee or director | 0.35 | $0 |
| Brad Yates | Trustee Trustee or director, Officer | 0.48 | $0 |
| Lisa Baker | Trustee Trustee or director, Officer | 0.48 | $0 |
| Rebekah Sipes | Trustee Trustee or director | 0.35 | $0 |
| Katie Coryell | Trustee Trustee or director | 0.35 | $0 |
| Jill Townsend | Trustee Trustee or director | 0.35 | $0 |
| Kim Hiatt | Trustee Trustee or director | 0.35 | $0 |
| Craig Lohr | Trustee Trustee or director | 0.35 | $0 |
| Deb Adams | Trustee Trustee or director | 0.35 | $0 |
| Jacob Newton | Trustee Trustee or director | 0.35 | $0 |
| Leslie Rittenhouse | Trustee Trustee or director | 0.35 | $0 |
| Patti Lehman | Trustee Trustee or director | 0.35 | $0 |
| Michelle Clouser Penrod | Trustee Trustee or director | 0.35 | $0 |
5 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jeannine Wurster | Trustee Trustee or director | 0.35 | $0 |
| Kyle Penrod | Trustee Trustee or director | 0.35 | $0 |
| Trent Lehman | Trustee Trustee or director | 0.35 | $0 |
| Kristie Nanney | Trustee Trustee or director | 0.35 | $0 |
| Todd Fleetwood | Trustee Trustee or director, Officer | 0.73 | $0 |
990 for the year ended December 31, 2023: 22 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Dines | Trustee Trustee or director | 0.35 | $0 |
| Joel Mahaffey | Trustee Trustee or director | 0.35 | $0 |
| Kathryn Penrod | Trustee Trustee or director | 0.35 | $0 |
| Brad Yates | Trustee Trustee or director | 0.35 | $0 |
| Lisa Baker | Trustee Trustee or director, Officer | 0.48 | $0 |
| Rebekah Sipes | Trustee Trustee or director | 0.35 | $0 |
| Bob Elson | Trustee Trustee or director | 0.35 | $0 |
| Jill Townsend | Trustee Trustee or director | 0.35 | $0 |
| Kim Hiatt | Trustee Trustee or director | 0.35 | $0 |
| Craig Lohr | Trustee Trustee or director | 0.35 | $0 |
| Deb Adams | Trustee Trustee or director | 0.35 | $0 |
| Jacob Newton | Trustee Trustee or director | 0.35 | $0 |
| Leslie Rittenhouse | Trustee Trustee or director | 0.35 | $0 |
| Patti Lehman | Trustee Trustee or director | 0.35 | $0 |
| Michelle Clouser Penrod | Trustee Trustee or director | 0.35 | $0 |
| Jeannine Wurster | Trustee Trustee or director | 0.35 | $0 |
| Tim Garland | Trustee Trustee or director | 0.35 | $0 |
| Kyle Penrod | Trustee Trustee or director | 0.35 | $0 |
| Trent Lehman | Trustee Trustee or director | 0.35 | $0 |
| Kristie Nanney | Trustee Trustee or director | 0.35 | $0 |
| Todd Fleetwood | Trustee Trustee or director, Officer | 0.73 | $0 |
| Chris Gamble | Trustee Trustee or director | 0.35 | $0 |
990 for the year ended December 31, 2021: 23 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kevin Dines | Trustee Trustee or director | 0.35 | $0 |
| Joel Mahaffey | Trustee Trustee or director | 0.35 | $0 |
| Rebecca Stotlar | Trustee Trustee or director | 0.35 | $0 |
| Brad Yates | Trustee Trustee or director | 0.35 | $0 |
| Lisa Baker | Trustee Trustee or director, Officer | 0.48 | $0 |
| Sheila Weiland | Trustee Trustee or director | 0.35 | $0 |
| Bob Elson | Trustee Trustee or director | 0.35 | $0 |
| Jill Townsend | Trustee Trustee or director, Officer | 0.73 | $0 |
| Kim Hiatt | Trustee Trustee or director | 0.35 | $0 |
| Paul Gunsett | Trustee Trustee or director | 0.35 | $0 |
| Deb Adams | Trustee Trustee or director | 0.35 | $0 |
| Matthew Taylor | Trustee Trustee or director | 0.35 | $0 |
| Leslie Rittenhouse | Trustee Trustee or director | 0.35 | $0 |
| Patti Lehman | Trustee Trustee or director | 0.35 | $0 |
| Michelle Clouser Penrod | Trustee Trustee or director | 0.35 | $0 |
| Rebecca Dailey | Trustee Trustee or director | 0.35 | $0 |
| Lisa Mannering | Trustee Trustee or director | 0.35 | $0 |
| Tim Garland | Trustee Trustee or director | 0.35 | $0 |
| Kyle Penrod | Trustee Trustee or director | 0.35 | $0 |
| Brian Sloan | Trustee Trustee or director | 0.35 | $0 |
| Kristi Nanney | Trustee Trustee or director | 0.35 | $0 |
| Todd Fleetwood | Trustee Trustee or director | 0.35 | $0 |
| Chris Gamble | Trustee Trustee or director | 0.35 | $0 |
Address and contacts
- Address (IRS master file)
- 805 E HARRISON RD, BLUFFTON, IN 46714-9020
- In care of
- % MCM CPAS & ADVISORS
- Signed the 990
- Todd Fleetwood, Trustee
- Phone
- (513) 579-1717
- Return prepared by
- FRUSH CONSULTING LLC
Mission
To provide health care coverage to participating school employees. The mission of the Trust is to provide stable premium rates and low expense levels by pooling the claims experience and buying power of public school districts.
Program accomplishments
- Health care benefits - providing medical and prescription drugs to participating school employees - approximately 1,390 individuals/families.
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 | Not 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
- 31-1327841
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,888,512
- Income (IRS master file)
- $20,943,476
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $20,943,476 | $20,306,079 | $17,888,512 | XML |
| 990 | December 2023 | $19,919,810 | $25,254,195 | $16,719,281 | XML |
| 990 | December 2022 | $20,592,525 | $21,100,669 | $18,538,430 | IRS |
| 990 | December 2021 | $18,759,577 | $18,451,426 | $17,166,419 | XML |
| 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 31-1327841).
Questions about SCHOOL EMPLOYEES BENEFIT TRUST
- What is the EIN of SCHOOL EMPLOYEES BENEFIT TRUST?
- The employer identification number (EIN) of SCHOOL EMPLOYEES BENEFIT TRUST is 31-1327841.
- Is SCHOOL EMPLOYEES BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to SCHOOL EMPLOYEES BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SCHOOL EMPLOYEES 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 SCHOOL EMPLOYEES BENEFIT TRUST 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 SCHOOL EMPLOYEES BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of SCHOOL EMPLOYEES BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 20 people; 0 received compensation from the organization.
- How much revenue does SCHOOL EMPLOYEES BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $20,943,476, expenses of $20,306,079 and total assets of $17,888,512 at year end.
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