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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-1849488

DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST

Also known as SAUNDERS CHARLES W TTEE

Tax-exempt · COLUMBUS, IN 47202

Financials

$230K$262K2023$125K$198K2024
Revenue Expenses · by fiscal year end
Financials of DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
January 31, 2025990$125,301$198,420-$73,119$81,399$2,500$78,899
January 31, 2024990$229,697$262,321-$32,624$157,518$5,500$152,018
Financial details: 990 for the year ended January 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$115,552
Investment income
$4,781
Other revenue
$4,968

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$72,496
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$2,000
Program services (functional)
$196,420
Management and general (functional)
$2,000

Balance sheet and other

Total assets, start of year
$157,518
Total assets, end of year
$81,399
Total liabilities, end of year
$2,500
Net assets, end of year
$78,899
Gross unrelated business income
$4,781
Gross receipts
$125,301
Employees
0
Year formed
1992
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 January 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
CATHY S DUNNTRUSTEE
Trustee or director
–$0
KENNETH O DUNNTRUSTEE
Trustee or director
–$0
NAKIA PRINCETRUSTEE
Trustee or director
–$0
990 for the year ended January 31, 2024: 3 people
NameTitleHours / weekCompensation
CATHY S DUNNTRUSTEE
Trustee or director
1$0
KENNETH O DUNNTRUSTEE
Trustee or director
1$0
NAKIA PRINCETRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 2369, COLUMBUS, IN 47202-2369
In care of
% PREMIUM BINDERY
Principal officer (990 for 2024)
CATHY S DUNN
Signed the 990
CATHY S DUNN, TRUSTEE
Phone
(812) 378-9960
Return prepared by
HORIZON CPA SERVICES INC

Mission

THE SOLE PURPOSE OF MAINTAINING THIS TAX EXEMPT TRUST IS TO PROVIDE BENEFITS AS COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS ON A NONDISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE.

990 for the year ended January 31, 2025

Program accomplishments

  • THE SOLE PURPOSE OF MAINTAINING THIS TAX EXEMPT TRUST IS TO PROVIDE BENEFITS AS COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS ON A NONDISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE.
    Expenses $196,420 · revenue $115,552

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 January, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025January 31, 2026June 15, 2026Not on file
2024January 31, 2025June 16, 2025990 on file
2023January 31, 2024June 17, 2024990 on file

File the 2025 990-EZ for DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST

Due June 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
35-1849488
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1993
Accounting year ends
January
Files
Form 990 or 990-EZ
Assets (IRS master file)
$81,399
Income (IRS master file)
$125,301

Filing history

FormYear endedRevenueExpensesAssetsReturn
990January 2025$125,301$198,420$81,399XML
990January 2024$229,697$262,321$157,518XML
990January 2023$170,856$383,110$190,892IRS
990January 2022–––IRS
990January 2021–––IRS
990January 2019–––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 35-1849488).

Questions about DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST

What is the EIN of DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST is 35-1849488.
Is DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
Are donations to DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does DUNN AND ASSOCIATES 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 DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST due?
The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended January 2025.
Who is the principal officer of DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST?
The 990 for the year ended January 31, 2025 names CATHY S DUNN.
Who are the officers and directors of DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST?
The 990 for the year ended January 31, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does DUNN AND ASSOCIATES EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended January 31, 2025 it reported revenue of $125,301, expenses of $198,420 and total assets of $81,399 at year end.

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