Nonprofit · EIN 45-4667994
WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST
Tax-exempt · CLINTON, IA 52733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ (amended) | $26,145 | $18,314 | $7,831 | $74,399 | $0 | $74,399 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Program service revenue
- $13,833
- Investment income
- $6,963
- Net gain from sales of assets
- $5,349
Expenses
- Benefits paid to members
- $17,598
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $716
Balance sheet and other
- Total assets, start of year
- $71,259
- Total assets, end of year
- $74,399
- Total liabilities, end of year
- $0
- Net assets, end of year
- $74,399
- Cash, savings and investments
- $74,399
- Gross receipts
- $118,429
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE | 0 | $0 |
| ALTA TRUST | TRUSTEE | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4391, CLINTON, IA 52733-4391
- In care of
- % KELLY BRICK
- Mailing address (990-N for 2024)
- PO BOX 4391, CLINTON IA 527334391
- Principal officer (990-N for 2024)
- ADAM PONDER, PO BOX 4391, CLINTON IA 527334391
- Signed the 990-EZ
- PATRICIA REIMANN, TRUSTEE REPRESENTATIVE
- Phone
- (716) 245-6100
- Return prepared by
- ONEBRIDGE BENEFITS INC
Mission
THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
Program accomplishments
- ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.
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 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-N on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-N on file |
IRS record
- EIN
- 45-4667994
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $74,399
- Income (IRS master file)
- $118,429
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-N for 2024 Officer: ADAM PONDER | December 31, 2024 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2024 | $26,145 | $18,314 | $74,399 | XML |
| 990-N for 2023 Officer: Rick Scott | December 31, 2023 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2022 | – | – | – | IRS |
| 990-EZ | December 2021 | – | – | – | IRS |
| 990-N for 2020 Officer: ARIANE MONDRAGON-OGLESBEE | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
| 990-EZ | December 2019 | – | – | – | IRS |
| 990-EZ | 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 45-4667994).
Questions about WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST
- What is the EIN of WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST?
- The employer identification number (EIN) of WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST is 45-4667994.
- Is WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of WHITWORTH UNIVERSITY EMPLOYEE VEBA 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 WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-N for 2024 for the year ended December 31, 2024.
- Who is the principal officer of WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST?
- The 990-N for 2024 names ADAM PONDER.
- Who are the officers and directors of WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST?
- The 990-EZ for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does WHITWORTH UNIVERSITY EMPLOYEE VEBA TRUST have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $26,145, expenses of $18,314 and total assets of $74,399 at year end.
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