Nonprofit · EIN 52-7332235
APEA-AFT HEALTH AND WELFARE TRUST
Also known as GEARY DENNIS TTEE
Tax-exempt · ANCHORAGE, AK 99503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,821,430 | $5,912,111 | -$90,681 | $11,749,281 | $1,264,992 | $10,484,289 |
| June 30, 2024 | 990 | $5,817,156 | $6,792,059 | -$974,903 | $11,405,031 | $1,642,343 | $9,762,688 |
| June 30, 2023 | 990 | $6,160,712 | $5,842,999 | $317,713 | $11,197,116 | $982,516 | $10,214,600 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,554,625
- Investment income
- $1,261,847
- Net gain from sales of assets
- $920,172
- Other revenue
- $4,958
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,424,132
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $27,030
- Accounting fees
- $19,357
- Travel
- $12,447
Balance sheet and other
- Total assets, start of year
- $11,405,031
- Total assets, end of year
- $11,749,281
- Total liabilities, end of year
- $1,264,992
- Net assets, end of year
- $10,484,289
- Publicly traded securities
- $11,327,256
- Gross receipts
- $12,582,264
- Employees
- 0
- Volunteers
- 4
- Year formed
- 2000
- State of legal domicile
- AK
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 |
|---|---|---|---|
| LISA PETERSEN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JEFFREY KASPER | TRUSTEE Trustee or director | 1 | $0 |
| LOVEANN TRUITT | TRUSTEE Trustee or director | 1 | $0 |
| MARAIYA LEAGUE | TRUSTEE (START 11/2024) Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA PETERSEN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JEFFREY KASPER | TRUSTEE Trustee or director | 1 | $0 |
| LOVEANN TRUITT | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LISA PETERSEN | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| KRISTINA DERR | TRUSTEE - ENDED 10/2022 Trustee or director | 1 | $0 |
| JEFFREY KASPER | TRUSTEE Trustee or director | 1 | $0 |
| LOVEANN TRUITT | TRUSTEE - STARTED 10/2022 Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 375 W 36TH AVE STE 200, ANCHORAGE, AK 99503-5835
- Principal officer (990 for 2024)
- JEFF KASPER, 375 W 36TH AVE 200, ANCHORAGE, AK 99503
- Signed the 990
- JEFF KASPER, TRUSTEE
- Phone
- (907) 561-5119
- Website
- APEA-AFTTRUST.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN
Program accomplishments
- TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN
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
- 52-7332235
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $11,749,281
- Income (IRS master file)
- $12,582,264
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,821,430 | $5,912,111 | $11,749,281 | IRS |
| 990 | June 2024 | $5,817,156 | $6,792,059 | $11,405,031 | IRS |
| 990 | June 2023 | $6,160,712 | $5,842,999 | $11,197,116 | XML |
| 990 | June 2022 | $6,328,945 | $6,110,800 | $10,593,574 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 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 52-7332235).
Questions about APEA-AFT HEALTH AND WELFARE TRUST
- What is the EIN of APEA-AFT HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of APEA-AFT HEALTH AND WELFARE TRUST is 52-7332235.
- Is APEA-AFT HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to APEA-AFT HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does APEA-AFT HEALTH AND WELFARE TRUST 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 APEA-AFT HEALTH AND WELFARE 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 APEA-AFT HEALTH AND WELFARE 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 APEA-AFT HEALTH AND WELFARE TRUST?
- The 990 for the year ended June 30, 2025 names JEFF KASPER.
- Who are the officers and directors of APEA-AFT HEALTH AND WELFARE TRUST?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does APEA-AFT HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,821,430, expenses of $5,912,111 and total assets of $11,749,281 at year end.
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- BREWERS GUILD OF ALASKA EIN 47-4227197 · last filed 990 for 2025
- TANADGUSIX CORPORATION HEALTH AND WELFARE TR EIN 36-7477924 · last filed 990-EZ for 2025
- FOUNDATION FOR ALASKA NURSES EIN 84-1917030 · last filed 990-N for 2025
All nonprofits in ANCHORAGE · Alaska · Mutual and membership benefit