Nonprofit · EIN 35-6961130
SUNOCO INC MEDLIFE INS TR-CASH
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,565,323 | $8,513,516 | -$5,948,193 | $36,968,507 | $0 | $36,968,507 |
| December 31, 2023 | 990 | $1,053,162 | $8,860,469 | -$7,807,307 | $42,955,953 | $0 | $42,955,953 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $44,380
- Investment income
- $2,520,936
- Net gain from sales of assets
- $906,766
- Other revenue
- $7
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,959,645
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $159,198
- Program services (functional)
- $8,029,723
- Management and general (functional)
- $483,793
Balance sheet and other
- Total assets, start of year
- $42,955,953
- Total assets, end of year
- $36,968,507
- Total liabilities, end of year
- $0
- Net assets, end of year
- $36,968,507
- Publicly traded securities
- $35,912,958
- Gross unrelated business income
- $2,520,936
- Gross receipts
- $34,018,791
- Employees
- 0
- Year formed
- 2012
- State of legal domicile
- PA
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 |
|---|---|---|---|
| U S BANK NA | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| U S BANK NA | TRUSTEE Institutional trustee | 1 | $18,115 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % SUNOCO INC ML CN-OH-W10X
- Principal officer (990 for 2024)
- US BANK NA, 505 N 7TH ST, ST LOUIS, MO 63101
- Signed the 990
- U S BANK N A BY, TRUSTEE
- Phone
- (314) 418-8524
- Return prepared by
- PWC US TAX LLP
Mission
VEBA TRUST TO FUND EMPLOYEE BENEFIT OBLIGATIONS
Program accomplishments
- MEDICAL EXPENSES AND INSURANCE PREMIUMS PAID FOR PARTICIPANTS
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
- 35-6961130
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $36,968,507
- Income (IRS master file)
- $34,018,791
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,565,323 | $8,513,516 | $36,968,507 | XML |
| 990 | December 2023 | $1,053,162 | $8,860,469 | $42,955,953 | XML |
| 990 | December 2022 | $2,016,342 | $10,442,285 | $50,745,581 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 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 35-6961130).
Questions about SUNOCO INC MEDLIFE INS TR-CASH
- What is the EIN of SUNOCO INC MEDLIFE INS TR-CASH?
- The employer identification number (EIN) of SUNOCO INC MEDLIFE INS TR-CASH is 35-6961130.
- Is SUNOCO INC MEDLIFE INS TR-CASH tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to SUNOCO INC MEDLIFE INS TR-CASH tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SUNOCO INC MEDLIFE INS TR-CASH 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 SUNOCO INC MEDLIFE INS TR-CASH 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 SUNOCO INC MEDLIFE INS TR-CASH 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 SUNOCO INC MEDLIFE INS TR-CASH?
- The 990 for the year ended December 31, 2024 names US BANK NA.
- Who are the officers and directors of SUNOCO INC MEDLIFE INS TR-CASH?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SUNOCO INC MEDLIFE INS TR-CASH have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,565,323, expenses of $8,513,516 and total assets of $36,968,507 at year end.
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