Nonprofit · EIN 47-3031901
CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST
Tax-exempt · PORTAGE, IN 46368
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $32,699 | $25,853 | $6,846 | $24,121 | $0 | $24,121 |
| December 31, 2023 | 990 | $22,581 | $26,261 | -$3,680 | $17,275 | $0 | $17,275 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,685
- Investment income
- $14
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $25,817
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $17,275
- Total assets, end of year
- $24,121
- Total liabilities, end of year
- $0
- Net assets, end of year
- $24,121
- Gross receipts
- $32,699
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2014
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6070 CENTRAL AVE, PORTAGE, IN 46368-3501
- In care of
- % CITY OF PORTAGE
- Principal officer (990 for 2024)
- MATRIX TRUST COMPANY, 717 17TH STREET STE 1300, DENVER, CO 80202
- Signed the 990
- MATRIX TRUST COMPANY, TRUSTEE
- Phone
- (219) 762-7784
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY ORGANIZATION HAD APPROXIMATELY 25 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $25,817
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 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 47-3031901
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $24,121
- Income (IRS master file)
- $32,699
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $32,699 | $25,853 | $24,121 | XML |
| 990 | December 2023 | $22,581 | $26,261 | $17,275 | XML |
| 990 | December 2022 | $39,437 | $87,839 | $20,955 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 47-3031901).
Questions about CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST
- What is the EIN of CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST is 47-3031901.
- Is CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of CITY OF PORTAGE VEBA HEALTH SAVINGS 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 CITY OF PORTAGE VEBA HEALTH SAVINGS 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 CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended December 31, 2024 names MATRIX TRUST COMPANY.
- Who are the officers and directors of CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does CITY OF PORTAGE VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $32,699, expenses of $25,853 and total assets of $24,121 at year end.
Other nonprofits in PORTAGE
- NORTHSHORE HEALTH CENTERS INC EIN 35-2028588 · last filed 990 for 2024
- BOYS & GIRLS CLUB OF GREATER NORTHWEST INDIANA INC EIN 35-1262439 · last filed 990 for 2024
- NORTHWEST INDIANA FORUM FOUNDATION EIN 35-1532360 · last filed 990 for 2024
- BUILDING AND CONSTRUCTION RESOURCE CENTER INC EIN 35-1824661 · last filed 990 for 2025
- INTERNATIONAL ASSOCIATION OF BRIDGE STRUCTURAL & ORNA IRON WORKERS 395 EIN 35-0709702 · last filed 990 for 2026
- NEIGHBORS EDUCATIONAL OPPORTUNITIES INC EIN 45-0697456 · last filed 990 for 2025
- P A T H INC EIN 35-1902269 · last filed 990 for 2025
- YOUNG MENS CHRISTIAN ASSOCIATION OF PORTAGE TOWNSHIP INC EIN 35-1404478 · last filed 990 for 2025
All nonprofits in PORTAGE · Indiana · Mutual and membership benefit