Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 35-1968341

STERLING GROUP EMPLOYEE BENEFIT TR

Also known as BOB VOSS

Tax-exempt · MISHAWAKA, IN 46545

Financials

$2.3M$2.3M2023$3.6M$3.4M2024
Revenue Expenses · by fiscal year end
Financials of STERLING GROUP EMPLOYEE BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,635,261$3,441,981$193,280$246,584$0$246,584
December 31, 2023990$2,293,889$2,271,667$22,222$53,304$0$53,304
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$3,477
Other revenue
$3,631,784

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$3,204,722
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$9,500

Balance sheet and other

Total assets, start of year
$53,304
Total assets, end of year
$246,584
Total liabilities, end of year
$0
Net assets, end of year
$246,584
Gross receipts
$3,635,261
Employees
0
Year formed
1996
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.

NameTitleHours / weekCompensation
LARRY A SWANKTrustee
Trustee or director
0$0
LANCE A SWANKTrustee
Trustee or director
0$0
LANCE A SWANK IITrustee
Trustee or director
0$0
ROBERT H VOSSTrustee
Trustee or director
0$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
LARRY A SWANKTrustee
Trustee or director
–$0
LANCE A SWANKTrustee
Trustee or director
–$0
LANCE A SWANK IITrustee
Trustee or director
–$0
ROBERT H VOSSTrustee
Trustee or director
–$0

Address and contacts

Address (IRS master file)
3900 EDISON LAKES PARKWAY, MISHAWAKA, IN 46545-3442
In care of
% LARRY SWANK
Principal officer (990 for 2024)
Larry Swank, PO Box 2008, Mishawaka, IN 46546
Signed the 990
LARRY SWANK, Trustee
Phone
(574) 243-8547

Mission

Reimbursement of members' covered medical expenses.

990 for the year ended December 31, 2024

Program accomplishments

  • Reimbursement of covered medical expenses incurred by participants.
    Expenses $3,204,722

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
35-1968341
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1997
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$246,584
Income (IRS master file)
$3,635,261

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,635,261$3,441,981$246,584XML
990December 2023$2,293,889$2,271,667$53,304XML
990December 2022$1,416,117$1,490,827$31,082IRS
990December 2021–––IRS
990December 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 35-1968341).

Questions about STERLING GROUP EMPLOYEE BENEFIT TR

What is the EIN of STERLING GROUP EMPLOYEE BENEFIT TR?
The employer identification number (EIN) of STERLING GROUP EMPLOYEE BENEFIT TR is 35-1968341.
Is STERLING GROUP EMPLOYEE BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
Are donations to STERLING GROUP EMPLOYEE BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STERLING GROUP EMPLOYEE BENEFIT TR 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 STERLING GROUP EMPLOYEE BENEFIT TR 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 STERLING GROUP EMPLOYEE BENEFIT TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of STERLING GROUP EMPLOYEE BENEFIT TR?
The 990 for the year ended December 31, 2024 names Larry Swank.
Who are the officers and directors of STERLING GROUP EMPLOYEE BENEFIT TR?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does STERLING GROUP EMPLOYEE BENEFIT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,635,261, expenses of $3,441,981 and total assets of $246,584 at year end.

Other nonprofits in MISHAWAKA

All nonprofits in MISHAWAKA · Indiana · Mutual and membership benefit