Nonprofit · EIN 56-1387384
HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST
Tax-exempt · SALISBURY, NC 28145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $8,988,632 | $9,708,678 | -$720,046 | $3,394,967 | $0 | $3,394,967 |
| October 31, 2024 | 990 | $7,929,378 | $7,704,065 | $225,313 | $4,115,013 | $0 | $4,115,013 |
| October 31, 2023 | 990 | $7,730,992 | $6,799,084 | $931,908 | $3,889,700 | $0 | $3,889,700 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $8,891,451
- Investment income
- $97,181
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,023,118
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $7,500
Balance sheet and other
- Total assets, start of year
- $4,115,013
- Total assets, end of year
- $3,394,967
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,394,967
- Gross receipts
- $8,988,632
- Employees
- 0
- Year formed
- 1983
- State of legal domicile
- NC
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRAVIS E BRADY | TRUSTEE Trustee or director | – | $0 |
| JENNIFER S JOHNSON | TRUSTEE Trustee or director | – | $0 |
| JOSEPH C LORDI | CHAIRMAN Trustee or director, Officer | – | $0 |
| ARTHUR L HATTAWAY JR | ADMINISTRATO Officer | – | $0 |
990 for the year ended October 31, 2024: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN JOHNSON | TRUSTEE Trustee or director | – | $0 |
| ARTHUR L HATTAWAY JR | ADMINISTRATO Officer | – | $0 |
| JOSEPH C LORDI | CHAIRMAN Officer | – | $0 |
990 for the year ended October 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATHRYN JOHNSON | TRUSTEE Trustee or director | – | $0 |
| ARTHUR L HATTAWAY JR | ADMINISTRATO Officer | – | $0 |
| JOSEPH C LORDI | CHAIRMAN Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1040, SALISBURY, NC 28145-1040
- Principal officer (990 for 2024)
- JOSEPH C LORDI, PO BOX 1040, SALISBURY, NC 28145
- Signed the 990
- JOSEPH C LORDI, CHAIRMAN
- Phone
- (704) 633-5982
- Return prepared by
- ARTHUR L HATTAWAY JR CPA
Mission
PROVIDE HEALTH AND DENTAL BENEFITS TO ALL ELIGIBLE MEMBERS AND THEIR DEPENDENTS. PROVIDE LIFE/AD&D, LONG-TERM DISABILITY, SHORT-TERM DISABILITY, AND VISION INSURANCE TO ELIGIBLE MEMBERS.
Program accomplishments
- PROVIDE HEALTH AND DENTAL BENEFITS TO ALL ELIGIBLE MEMBERS AND THEIR DEPENDENTS. PROVIDE LIFE/AD&D, LONG-TERM DISABILITY, SHORT-TERM DISABILITY, AND VISION INSURANCE TO ELIGIBLE MEMBERS.
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
| 2022 | October 31, 2023 | March 15, 2024 | 990 on file |
IRS record
- EIN
- 56-1387384
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,394,967
- Income (IRS master file)
- $8,988,632
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $8,988,632 | $9,708,678 | $3,394,967 | XML |
| 990 | October 2024 | $7,929,378 | $7,704,065 | $4,115,013 | XML |
| 990 | October 2023 | $7,730,992 | $6,799,084 | $3,889,700 | XML |
| 990 | October 2022 | $7,283,012 | $6,947,593 | $2,962,855 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 2019 | – | – | – | IRS |
| 990 | October 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 56-1387384).
Questions about HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST
- What is the EIN of HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST?
- The employer identification number (EIN) of HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST is 56-1387384.
- Is HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEDRICK EMPLOYEE GROUP BENEFIT PLAN 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 HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST?
- The 990 for the year ended October 31, 2025 names JOSEPH C LORDI.
- Who are the officers and directors of HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST?
- The 990 for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does HEDRICK EMPLOYEE GROUP BENEFIT PLAN TRUST have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $8,988,632, expenses of $9,708,678 and total assets of $3,394,967 at year end.
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