Nonprofit · EIN 36-6121856
OEU-965 HEALTH BENEFIT PLAN
Tax-exempt · SPRINGFIELD, IL 62703
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2024 | 990 | $20,123,902 | $14,032,847 | $6,091,055 | $33,278,209 | $2,039,619 | $31,238,590 |
| October 31, 2023 | 990 | $15,740,844 | $13,129,226 | $2,611,618 | $24,203,540 | $100,996 | $24,102,544 |
| October 31, 2021 | 990 | $16,130,581 | $15,124,049 | $1,006,532 | $25,220,860 | $215,654 | $25,005,206 |
Financial details: 990 for the year ended October 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $17,376,748
- Investment income
- $2,599,965
- Net gain from sales of assets
- $1,822,992
- Other revenue
- $147,189
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,360,972
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $60,831
- Accounting fees
- $65,735
Balance sheet and other
- Total assets, start of year
- $24,203,540
- Total assets, end of year
- $33,278,209
- Total liabilities, end of year
- $2,039,619
- Net assets, end of year
- $31,238,590
- Publicly traded securities
- $28,067,990
- Net assets without donor restrictions
- $31,238,590
- Gross receipts
- $30,979,236
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1963
- State of legal domicile
- IL
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 October 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON RHOADES | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| STEVE HALVERSON | SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 |
| ROBERT BRUNER | TRUSTEE Trustee or director | 1 | $0 |
| LEE PETERS | TRUSTEE Trustee or director | 1 | $0 |
| TRUMAN FLATT III | TRUSTEE Trustee or director | 1 | $0 |
| CHRIS ARNOLD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL MCQUAY | TRUSTEE Trustee or director | 1 | $0 | $137,665 | $84,271 |
| ARNOLD CHRIS | TRUSTEE Trustee or director | 1 | $0 | $133,059 | $84,032 |
| JASON RHOADES | CHAIRMAN Trustee or director, Officer | 1 | $0 | $133,059 | $82,470 |
| ROBERT BRUNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TRUMAN FLATT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE HALVERSON | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended October 31, 2021: 6 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| BRET SCAGGS | CHAIRMAN Trustee or director, Officer | 1 | $141,010 | $76,465 |
| MICHAEL MCQUAY | TRUSTEE Trustee or director | 1 | $130,808 | $76,465 |
| JASON RHOADES | TRUSTEE Trustee or director | 1 | $130,808 | $76,465 |
| ROBERT BRUNER | TRUSTEE Trustee or director | 1 | $0 | $0 |
| TRUMAN FLATT | TRUSTEE Trustee or director | 1 | $0 | $0 |
| STEVE HALVERSON | SECRETARY/TREASURER Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3520 E COOK ST, SPRINGFIELD, IL 62703-2173
- Principal officer (990 for 2023)
- JASON RHOADES, 3520 EAST COOK STREET, SPRINGFIELD, IL 62703
- Signed the 990
- JASON RHOADES, CHAIRMAN
- Phone
- (217) 528-9659
- Return prepared by
- ROMOLO & ASSOCIATES LLC
Mission
TO PROVIDE HEALTH AND TEMPORARY DISBAILITY BENEFITS TO QUALIFIED PARTCIPANTS FOR WHOM REQUIRED CONTRIBUTIONS HAVE BEEN MADE.
Program accomplishments
- PROVIDE HEALTH AND TEMPORARY DISBAILITY BENEFITS TO ELIGIBLE MEMBERS.
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | Check at the IRS |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 36-6121856
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $38,616,108
- Income (IRS master file)
- $27,002,680
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2024 | $20,123,902 | $14,032,847 | $33,278,209 | XML |
| 990 | October 2023 | $15,740,844 | $13,129,226 | $24,203,540 | XML |
| 990 | October 2022 | $14,849,389 | $14,016,252 | $22,061,999 | IRS |
| 990 | October 2021 | $16,130,581 | $15,124,049 | $25,220,860 | XML |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 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 36-6121856).
Questions about OEU-965 HEALTH BENEFIT PLAN
- What is the EIN of OEU-965 HEALTH BENEFIT PLAN?
- The employer identification number (EIN) of OEU-965 HEALTH BENEFIT PLAN is 36-6121856.
- Is OEU-965 HEALTH BENEFIT PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to OEU-965 HEALTH BENEFIT PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OEU-965 HEALTH BENEFIT PLAN 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 OEU-965 HEALTH BENEFIT PLAN due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OEU-965 HEALTH BENEFIT PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2024.
- Who is the principal officer of OEU-965 HEALTH BENEFIT PLAN?
- The 990 for the year ended October 31, 2024 names JASON RHOADES.
- Who are the officers and directors of OEU-965 HEALTH BENEFIT PLAN?
- The 990 for the year ended October 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does OEU-965 HEALTH BENEFIT PLAN have?
- On its 990 for the year ended October 31, 2024 it reported revenue of $20,123,902, expenses of $14,032,847 and total assets of $33,278,209 at year end.
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