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Nonprofit · EIN 39-1860172

NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR

Also known as BLUNT GARY T TTEE

Tax-exempt · NEW BERLIN, WI 53151

Financials

$245K$117K2023$284K$112K2024
Revenue Expenses · by fiscal year end
Financials of NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$284,350$112,302$172,048$1,605,252$0$1,605,252
December 31, 2023990$244,538$116,976$127,562$1,496,837$0$1,496,837
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$90,653
Investment income
$193,697
Net gain from sales of assets
$147,615
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$95,321
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,260
Program services (functional)
$111,042
Management and general (functional)
$1,260

Balance sheet and other

Total assets, start of year
$1,496,837
Total assets, end of year
$1,605,252
Total liabilities, end of year
$0
Net assets, end of year
$1,605,252
Publicly traded securities
$1,577,085
Net assets without donor restrictions
$1,605,252
Gross receipts
$1,742,238
Employees
0
Volunteers
4
Year formed
1997
State of legal domicile
WI

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
RALPH CHIPMAN-CITY OF NEW BERLTRUSTEE-NON VOT
Trustee or director
0.1$0
RYAN PUENTETrustee
Trustee or director
1$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
RALPH CHIPMAN-CITY OF NEW BERLTRUSTEE-NON VOT
Trustee or director
0.1$0
RYAN PUENTETrustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
16300 W NATIONAL AVE, NEW BERLIN, WI 53151-5510
Signed the 990
RYAN PUENTE, Trustee
Phone
(262) 782-6640
Return prepared by
JAMES L HINTZKE CPA SC

Mission

THE TRUST WILL MAINTAIN AND INVEST PRINCIPAL,ACCUMULATE ASSETS AND MAKE DISTRIBUTIONS ON BEHALF OF PARTICIPANTS IN THE FORM OF SUBSIDIES TOWARD THEIR RETIREE HEALTH CARE. PARTICIPANTS ARE RETIRED POLICE OFFICERS.

990 for the year ended December 31, 2024

Program accomplishments

  • ON A MONTHLY BASIS, THE TRUST SUBSIDIZES MONTHLY RETIREE HEALTH BENEFITS.DURING 2024 THERE WERE 69 PARTICIPANTS, 29 OF WHICH RECEIVED SUBSIDY BENEFIT PAYMENTS.

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
39-1860172
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)
$1,605,252
Income (IRS master file)
$1,742,238

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$284,350$112,302$1,605,252XML
990December 2023$244,538$116,976$1,496,837XML
990December 2022$146,101$112,157$1,342,898IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 39-1860172).

Questions about NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR

What is the EIN of NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR?
The employer identification number (EIN) of NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR is 39-1860172.
Is NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
Are donations to NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NEW BERLIN RETIREE HEALTH CARE SUBSIDY 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 NEW BERLIN RETIREE HEALTH CARE SUBSIDY 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 NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does NEW BERLIN RETIREE HEALTH CARE SUBSIDY TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $284,350, expenses of $112,302 and total assets of $1,605,252 at year end.

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