Nonprofit · EIN 46-7130790
ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR
Also known as JAMES R LAVELLE JR TTEE
Tax-exempt · LOUISVILLE, KY 40241
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990 | $7,505,335 | $7,490,619 | $14,716 | $361,288 | $77,766 | $283,522 |
| November 30, 2024 | 990 | $9,998,956 | $9,975,057 | $23,899 | $350,179 | $81,373 | $268,806 |
| November 30, 2023 | 990 | $9,958,458 | $9,931,855 | $26,603 | $429,850 | $184,943 | $244,907 |
| November 30, 2021 | 990 | $11,005,674 | $11,031,059 | -$25,385 | $236,440 | $116,198 | $120,242 |
Financial details: 990 for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,505,335
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,330,374
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $14,500
- Program services (functional)
- $7,330,374
- Management and general (functional)
- $160,245
Balance sheet and other
- Total assets, start of year
- $350,179
- Total assets, end of year
- $361,288
- Total liabilities, end of year
- $77,766
- Net assets, end of year
- $283,522
- Gross receipts
- $7,505,335
- Employees
- 0
- Year formed
- 2014
- State of legal domicile
- KY
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN GREGORY | TRUSTEE Trustee or director | 1 | $0 |
| J TRENT HUNT | TRUSTEE Trustee or director | 1 | $0 |
| JACOB JULIUS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended November 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN GREGORY | TRUSTEE Trustee or director | 1 | $0 |
| J TRENT HUNT | TRUSTEE Trustee or director | 1 | $0 |
| JACOB JULIUS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended November 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEPHEN GREGORY | TRUSTEE Trustee or director | 1 | $0 |
| J TRENT HUNT | TRUSTEE Trustee or director | 1 | $0 |
| JACOB JULIUS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended November 30, 2021: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVE GREGORY | TRUSTEE Trustee or director | – | $0 |
| MARGARET HOWSER | TRUSTEE Trustee or director | – | $0 |
| J TRENT HUNT | TRUSTEE Trustee or director | – | $0 |
Address and contacts
- Address (IRS master file)
- 9600 BROWNSBORO RD STE 300, LOUISVILLE, KY 40241-3904
- In care of
- % JAMES LAVELLE JR
- Principal officer (990 for 2024)
- STEPHEN GREGORY, 11420 BLUEGRASS PARKWAY, LOUISVILLE, KY 402992348
- Signed the 990
- STEPHEN GREGORY, TRUSTEE
- Phone
- (502) 499-6880
- Return prepared by
- L M HENDERSON & COMPANY LLP
Mission
SERVES AS A FUNDING VEHICLE FOR PROVIDING LIFE, SICKNESS, ACCIDENT AND OTHER BENEFITS SUCH AS WELFARE BENEFITS CONTEMPLATED BY CODE 501(C)(9) THROUGH THE PURCHASE OF INSURANCE.
Program accomplishments
- MAINTAIN EMPLOYEE HEALTHCARE PLAN BENEFITS FOR OVER 600 PARTICIPANTS AND FAMILY MEMBERS ELIGIBLE TO PARTICIPATE IN THE PLAN.Expenses $7,330,374 · revenue $7,505,335
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990 on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 46-7130790
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $361,288
- Income (IRS master file)
- $7,505,335
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2025 | $7,505,335 | $7,490,619 | $361,288 | XML |
| 990 | November 2024 | $9,998,956 | $9,975,057 | $350,179 | XML |
| 990 | November 2023 | $9,958,458 | $9,931,855 | $429,850 | XML |
| 990 | November 2022 | $11,061,571 | $11,070,814 | $448,081 | IRS |
| 990 | November 2021 | $11,005,674 | $11,031,059 | $236,440 | XML |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2019 | – | – | – | IRS |
| 990 | November 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 46-7130790).
Questions about ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR
- What is the EIN of ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR?
- The employer identification number (EIN) of ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR is 46-7130790.
- Is ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
- Are donations to ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATION HEALTH AND WELFARE VEBA MASTER 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 ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2025.
- Who is the principal officer of ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR?
- The 990 for the year ended November 30, 2025 names STEPHEN GREGORY.
- Who are the officers and directors of ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR?
- The 990 for the year ended November 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATION HEALTH AND WELFARE VEBA MASTER TR have?
- On its 990 for the year ended November 30, 2025 it reported revenue of $7,505,335, expenses of $7,490,619 and total assets of $361,288 at year end.
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