Nonprofit · EIN 47-7303426
STRATEGIC INS TR
Also known as DANNY MCPHERON TTEE
Tax-exempt · NEW ALBANY, IN 47150
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,238,351 | $3,886,292 | $352,059 | $2,838,688 | $15,927 | $2,822,761 |
| June 30, 2024 | 990 | $3,824,776 | $3,275,024 | $549,752 | $2,457,972 | $0 | $2,457,972 |
| June 30, 2023 | 990 | $3,731,015 | $3,534,928 | $196,087 | $1,897,780 | $0 | $1,897,780 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,144,488
- Investment income
- $93,863
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,788,748
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $57,575
Balance sheet and other
- Total assets, start of year
- $2,457,972
- Total assets, end of year
- $2,838,688
- Total liabilities, end of year
- $15,927
- Net assets, end of year
- $2,822,761
- Net assets without donor restrictions
- $2,822,761
- Gross unrelated business income
- $93,863
- Gross receipts
- $4,238,351
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2015
- 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 |
|---|---|---|---|
| JAMES ALLBAUGH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIMMY RYAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| DANIEL LOWE | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ALLBAUGH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIMMY RYAN | SECRETARY Trustee or director | 1 | $0 |
| DANIEL LOWE | TREASURER Trustee or director, Officer | 1 | $0 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES ALLBAUGH | PRESIDENT Trustee or director, Officer | 1 | $0 |
| JIMMY RYAN | SECRETARY Trustee or director, Officer | 1 | $0 |
| DANIEL LOWE | TREASURER Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 845 PARK PL, NEW ALBANY, IN 47150-2262
- Principal officer (990 for 2024)
- JAMES ALLBAUGH, 845 PARK PLACE, NEW ALBANY, IN 47150
- Signed the 990
- JAMES ALLBAUGH, PRESIDENT
- Phone
- (812) 945-4063
- Return prepared by
- BLUE & CO LLC
Mission
STRATEGIC INSURANCE TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT TO PROVIDE HEALTH COVERAGE TO ELIGIBLE EMPLOYEES, SPOUSES, AND DEPENDENTS.
Program accomplishments
- STRATEGIC INSURANCE TRUST IS A MULTIPLE EMPLOYER WELFARE ARRANGEMENT TO PROVIDE HEALTH COVERAGE TO ELIGIBLE EMPLOYEES, SPOUSES, AND DEPENDENTS.
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 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
- 47-7303426
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2018
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,838,688
- Income (IRS master file)
- $4,238,351
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,238,351 | $3,886,292 | $2,838,688 | IRS |
| 990 | June 2024 | $3,824,776 | $3,275,024 | $2,457,972 | IRS |
| 990 | June 2023 | $3,731,015 | $3,534,928 | $1,897,780 | XML |
| 990 | June 2022 | $4,216,575 | $3,778,182 | $1,701,693 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 47-7303426).
Questions about STRATEGIC INS TR
- What is the EIN of STRATEGIC INS TR?
- The employer identification number (EIN) of STRATEGIC INS TR is 47-7303426.
- Is STRATEGIC INS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
- Are donations to STRATEGIC INS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does STRATEGIC INS 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 STRATEGIC INS TR 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 STRATEGIC INS TR 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 STRATEGIC INS TR?
- The 990 for the year ended June 30, 2025 names JAMES ALLBAUGH.
- Who are the officers and directors of STRATEGIC INS TR?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does STRATEGIC INS TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,238,351, expenses of $3,886,292 and total assets of $2,838,688 at year end.
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