Nonprofit · EIN 43-1731316
OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST
Tax-exempt · SPRINGFIELD, MO 65808
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $14,037,187 | $13,133,905 | $903,282 | $8,079,768 | $0 | $8,079,768 |
| December 31, 2023 | 990 | $10,632,461 | $11,481,718 | -$849,257 | $7,176,486 | $0 | $7,176,486 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,580,763
- Investment income
- $456,424
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,109,433
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $7,176,486
- Total assets, end of year
- $8,079,768
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,079,768
- Net assets without donor restrictions
- $8,079,768
- Gross unrelated business income
- $456,424
- Gross receipts
- $14,037,187
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1987
- State of legal domicile
- MO
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 |
|---|---|---|---|
| MICHELLE HEIDT | PLAN ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| SARA HARGIS | TRUSTEE Trustee or director | 1 | $0 |
| BRUCE LONG | PRESIDENT Officer | 1 | $0 |
| OZARKS COCA-COLADR PEPPER BOTTLING | PLAN SPONSOR Officer | 0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHELLE HEIDT | PLAN ADMINIS Trustee or director, Officer | 1 | $0 |
| SARA HARGIS | TRUSTEE Trustee or director | 1 | $0 |
| BRUCE LONG | PRESIDENT Officer | 1 | $0 |
| OZARKS COCA-COLADR PEPPER BOTTLING | PLAN SPONSOR Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 11250, SPRINGFIELD, MO 65808-1250
- Principal officer (990 for 2024)
- MICHELLE HEIDT, PO BOX 11250 GSS, SPRINGFIELD, MO 65808
- Signed the 990
- MICHELLE HEIDT, PLAN ADMINISTRATOR
- Phone
- (417) 865-9900
- Return prepared by
- KPM CPAS PC
Mission
PAY HEALTH CARE BENEFITS
Program accomplishments
- HEALTH CARE BENEFITS PAID FOR PARTICIPANTS
- PREMIUMS FOR HEALTH, DISABILITY, LIFE INSURANCE
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
- 43-1731316
- 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)
- $8,079,768
- Income (IRS master file)
- $14,037,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $14,037,187 | $13,133,905 | $8,079,768 | XML |
| 990 | December 2023 | $10,632,461 | $11,481,718 | $7,176,486 | XML |
| 990 | December 2022 | $10,232,844 | $10,038,409 | $8,025,743 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 43-1731316).
Questions about OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST
- What is the EIN of OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST?
- The employer identification number (EIN) of OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST is 43-1731316.
- Is OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST 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 OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST 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 OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST 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 OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2024 names MICHELLE HEIDT.
- Who are the officers and directors of OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does OZARKS COCA-COLA DR PEPPER BOTTLING COMPANY GROUP HEALTH CARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $14,037,187, expenses of $13,133,905 and total assets of $8,079,768 at year end.
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