Nonprofit · EIN 35-1948651
DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST
Tax-exempt · COLUMBUS, IN 47202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $253,163 | $495,746 | -$242,583 | $22,127 | $5,500 | $16,627 |
| February 29, 2024 | 990 | $124,973 | $469,326 | -$344,353 | $339,210 | $80,000 | $259,210 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $239,710
- Investment income
- $1,154
- Other revenue
- $12,299
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $330,317
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,975
- Program services (functional)
- $461,020
- Management and general (functional)
- $34,726
Balance sheet and other
- Total assets, start of year
- $339,210
- Total assets, end of year
- $22,127
- Total liabilities, end of year
- $5,500
- Net assets, end of year
- $16,627
- Gross unrelated business income
- $1,154
- Gross receipts
- $253,163
- Employees
- 0
- Year formed
- 1991
- 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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL LUEKEN | TRUSTEE Trustee or director | – | $0 |
| PAUL LUEKEN | TRUSTEE Trustee or director | – | $0 |
990 for the year ended February 29, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PHIL LUEKEN | TRUSTEE Trustee or director | 1 | $0 |
| PAUL LUEKEN | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 2369, COLUMBUS, IN 47202-2369
- Principal officer (990 for 2024)
- PHIL LUEKEN
- Signed the 990
- PHIL LUEKEN, TRUSTEE
- Phone
- (812) 683-3613
- Return prepared by
- HORIZON CPA SERVICES INC
Mission
THE SOLE PURPOSE OF MAINTAINING A TAX-EXEMPT TRUST IS TO PROVIDE BENEFITS AS DESCRIBED AND COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES ON A NON-DISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE.
Program accomplishments
- THE SOLE PURPOSE OF THE TRUST IS TO PROVIDE BENEFITS TO ELIGIBLE EMPLOYEES AND DEPENDENTS AS WELL AS QUALIFYING COBRA EMPLOYEES FOR COVERED HEALTH CLAIMS INCURRED UNDER THE TERMS OF THE PLAN.Expenses $461,020 · revenue $239,710
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 35-1948651
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $22,127
- Income (IRS master file)
- $253,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $253,163 | $495,746 | $22,127 | XML |
| 990 | February 2024 | $124,973 | $469,326 | $339,210 | XML |
| 990 | February 2023 | $111,531 | $388,551 | $635,563 | IRS |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | IRS |
| 990 | February 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 35-1948651).
Questions about DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST
- What is the EIN of DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST?
- The employer identification number (EIN) of DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST is 35-1948651.
- Is DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DUBOIS WOOD PRODUCTS 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 DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who is the principal officer of DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended February 28, 2025 names PHIL LUEKEN.
- Who are the officers and directors of DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST?
- The 990 for the year ended February 28, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does DUBOIS WOOD PRODUCTS EMPLOYEE BENEFIT TRUST have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $253,163, expenses of $495,746 and total assets of $22,127 at year end.
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