Nonprofit · EIN 35-6967427
WESTERN REGION EMPLOYEE BENEFIT TR
Also known as JEFFREY REED TTEE
Tax-exempt · MODESTO, CA 95353
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,291,485 | $8,638,840 | -$347,355 | $1,668,565 | $477,081 | $1,191,484 |
| December 31, 2023 | 990 | $7,376,605 | $7,142,164 | $234,441 | $2,015,920 | $545,660 | $1,470,260 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,291,485
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,893,581
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $41,819
Balance sheet and other
- Total assets, start of year
- $2,015,920
- Total assets, end of year
- $1,668,565
- Total liabilities, end of year
- $477,081
- Net assets, end of year
- $1,191,484
- Net assets without donor restrictions
- $1,191,484
- Gross receipts
- $8,291,485
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2012
- State of legal domicile
- CA
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY REED | CHAIRMAN Trustee or director, Officer | 1 | $0 | $560,540 | $47,543 |
| MARGARET REED | DIRECTOR Trustee or director | 1 | $0 | $461,485 | $58,359 |
| CASEY RAZMA | DIRECTOR Trustee or director | 1 | $0 | $348,925 | $38,110 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JEFFREY REED | CHAIRMAN Trustee or director, Officer | 1 | $0 | $516,838 | $43,537 |
| CASEY RAZMA | DIRECTOR Trustee or director | 1 | $0 | $416,485 | $49,485 |
| MARGARET REED | DIRECTOR Trustee or director | 1 | $0 | $305,367 | $32,475 |
Address and contacts
- Address (IRS master file)
- PO BOX 3191, MODESTO, CA 95353-3191
- In care of
- % BASIC RESOURCES INC
- Principal officer (990 for 2024)
- JEFFREY R REED, PO BOX 3191, MODESTO, CA 953533191
- Signed the 990
- JEFFREY R REED TRUSTEE, TRUSTEE
- Phone
- (209) 521-9771
- Return prepared by
- CLIFTONLARSONALLEN LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 35-6967427 or by the name WESTERN REGION EMPLOYEE BENEFIT TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
PROVIDE HEALTH, DISABILITY AND LIFE INSURANCE BENEFITS TO THE EMPLOYEES, SPOUSES OF EMPLOYEES, AND DEPENDENTS OF EMPLOYEES OF REED FAMILY COMPANIES AND SUBSIDIARIES.
Program accomplishments
- PROVIDED MEDICAL BENEFITS TO EMPLOYEES, SPOUSES OF EMPLOYEES, AND DEPENDENTS OF EMPLOYEES, AS APPLICABLE.
- PROVIDED LIFE INSURANCE BENEFITS TO EMPLOYEES, SPOUSES OF EMPLOYEES, AND DEPENDENTS OF EMPLOYEES, AS APPLICABLE.
- PROVIDED LONG TERM DISABILITY BENEFITS TO EMPLOYEES, SPOUSES OF EMPLOYEES, AND DEPENDENTS OF EMPLOYEES, AS APPLICABLE.
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
- 35-6967427
- 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)
- $1,668,565
- Income (IRS master file)
- $8,291,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,291,485 | $8,638,840 | $1,668,565 | XML |
| 990 | December 2023 | $7,376,605 | $7,142,164 | $2,015,920 | XML |
| 990 | December 2022 | $7,403,817 | $7,114,625 | $1,781,479 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 35-6967427).
Questions about WESTERN REGION EMPLOYEE BENEFIT TR
- What is the EIN of WESTERN REGION EMPLOYEE BENEFIT TR?
- The employer identification number (EIN) of WESTERN REGION EMPLOYEE BENEFIT TR is 35-6967427.
- Is WESTERN REGION EMPLOYEE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to WESTERN REGION EMPLOYEE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN REGION 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 WESTERN REGION 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 WESTERN REGION 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 WESTERN REGION EMPLOYEE BENEFIT TR?
- The 990 for the year ended December 31, 2024 names JEFFREY R REED.
- Who are the officers and directors of WESTERN REGION EMPLOYEE BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does WESTERN REGION EMPLOYEE BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,291,485, expenses of $8,638,840 and total assets of $1,668,565 at year end.
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