Nonprofit · EIN 45-3794772
BARR-REEVE VEBA TRUST
Tax-exempt · MONTGOMERY, IN 47558
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $26,271 | $28,718 | -$2,447 | $821,018 | $0 | $821,018 |
| June 30, 2024 | 990 | $34,547 | $33,780 | $767 | $823,465 | $0 | $823,465 |
| June 30, 2023 | 990 | $22,298 | $13,360 | $8,938 | $822,697 | $0 | $822,697 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $26,178
- Other revenue
- $93
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $28,718
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $28,718
Balance sheet and other
- Total assets, start of year
- $823,465
- Total assets, end of year
- $821,018
- Total liabilities, end of year
- $0
- Net assets, end of year
- $821,018
- Gross receipts
- $26,271
- Employees
- 0
- Year formed
- 2010
- State of legal domicile
- IN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA HUFF | SUPERINTENDENT Institutional trustee | – | $0 |
| TAMARA SWARTZENTRUBER | CORPORATE TREASURER Institutional trustee | – | $0 |
990 for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA HUFF | SUPERINTENDENT Institutional trustee | – | $0 |
| TAMARA SWARTZENTRUBER | CORPORATION TREASURER Institutional trustee | – | $0 |
990 for the year ended June 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRAVIS MADISON | SUPERINTENDENT Institutional trustee | 0.01 | $0 |
| TAMARA SWARTZENTRUBER | CORPORATION TREASURER Institutional trustee | 0.01 | $0 |
Address and contacts
- Address (IRS master file)
- 373 N MAIN ST, MONTGOMERY, IN 47558-4511
- In care of
- % TRAVIS MADISON
- Principal officer (990 for 2024)
- TAMARA SWARTZENTRUBER, 373 NORTH MAIN STREET, PO BOX 97, MONTGOMERY, IN 47558
- Signed the 990
- TAMARA SWARTZENTRUBER, CORPORATION TREASURER
- Phone
- (812) 486-3220
- Return prepared by
- MIDAMERICA ADMIN & RET SOLUTIONS
Mission
VOLUNTARY NBSP;EMPLOYEES APOS; NBSP;BENEFICIARY NBSP;ASSOCIATION NBSP;THE NBSP;TRUST NBSP;WAS NBSP;FORMED NBSP;FOR NBSP;THE NBSP;SOLE NBSP;PURPOSE NBSP;OF NBSP;FUNDING NBSP;RETIREE NBSP;HEALTH NBSP;CARE NBSP;BENEFITS NBSP;TO NBSP;ELIGIBLE NBSP;PLAN NBSP;PARTICIPANTS
Program accomplishments
- TOTAL EXPENSE IS COMPRISED OF HEALTH CARE BENEFITS PAID TO ELIGIBLE PARTICIPANTS. TOTAL REVENUE REPRESENTS THE ORGANIZATION S PROGRAM-RELATED CONTRIBUTIONS TO THE VEBA TRUST FOR THE PURPOSE OF FUNDING RETIREE HEALTH CARE BENEFITS TO PARTICIPANTS.Expenses $28,718 · revenue $26,271
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 45-3794772
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $821,018
- Income (IRS master file)
- $26,271
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $26,271 | $28,718 | $821,018 | IRS |
| 990 | June 2024 | $34,547 | $33,780 | $823,465 | XML |
| 990 | June 2023 | $22,298 | $13,360 | $822,697 | XML |
| 990 | June 2022 | $0 | $8,542 | $816,760 | IRS |
| 990 | June 2021 | – | – | – | 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 45-3794772).
Questions about BARR-REEVE VEBA TRUST
- What is the EIN of BARR-REEVE VEBA TRUST?
- The employer identification number (EIN) of BARR-REEVE VEBA TRUST is 45-3794772.
- Is BARR-REEVE VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to BARR-REEVE VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BARR-REEVE VEBA TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of BARR-REEVE VEBA TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BARR-REEVE VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of BARR-REEVE VEBA TRUST?
- The 990 for the year ended June 30, 2025 names TAMARA SWARTZENTRUBER.
- Who are the officers and directors of BARR-REEVE VEBA TRUST?
- The 990 for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does BARR-REEVE VEBA TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $26,271, expenses of $28,718 and total assets of $821,018 at year end.
Other nonprofits in MONTGOMERY
- ORDER OF EASTERN STAR OF INDIANA EIN 23-7528916 · last filed 990-N for 2025
- DAVIESS COMMUNITY BUILDING INC EIN 33-2752853 · last filed 990 for 2025
- RURITAN NATIONAL CORP EIN 35-1436187 · last filed 990 for 2025
- CROSSROADS INTERNATIONAL MISSIONS INC EIN 20-5645855 · last filed 990 for 2024
- BARR-REEVE SCHOLARSHIP FOUNDATION EIN 41-1607576 · last filed 990 for 2024
- HIGHLAND MINISTRY INC EIN 87-2063290 · last filed 990 for 2024
- EBENEZER CAMPGROUND INC EIN 47-3380563 · last filed 990-PF for 2025
- DAVIESS COUNTY RELIEF SALE EIN 35-1976943 · last filed 990-EZ for 2024
All nonprofits in MONTGOMERY · Indiana · Mutual and membership benefit