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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 56-1670983

GUY C LEE BENEFIT PLAN TR

Also known as STEPHENSON THOMAS A TTEE

Tax-exempt · SMITHFIELD, NC 27577

Financials

$4M$4.3M2021$5M$4.2M2022$5.7M$5.6M2023$6M$5.4M2024
Revenue Expenses · by fiscal year end
Financials of GUY C LEE BENEFIT PLAN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$5,999,744$5,426,313$573,431$1,470,562$505,552$965,010
September 30, 2024990$5,675,942$5,626,271$49,671$897,131$530,627$366,504
September 30, 2023990$5,013,654$4,217,558$796,096$847,460$664,806$182,654
September 30, 2022990$3,959,066$4,320,750-$361,684$51,364$373,426-$322,062
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$5,999,744
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$4,752,311
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$12,900
Program services (functional)
$5,426,313

Balance sheet and other

Total assets, start of year
$897,131
Total assets, end of year
$1,470,562
Total liabilities, end of year
$505,552
Net assets, end of year
$965,010
Gross receipts
$5,999,744
Employees
0

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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAWN GLOVERTRUSTEE
Trustee or director
–$0
ROSS W LAMPETRUSTEE
Trustee or director
–$0
990 for the year ended September 30, 2024: 2 people
NameTitleHours / weekCompensation
DAWN GLOVERTRUSTEE
Trustee or director
–$0
ROSS W LAMPETRUSTEE
Trustee or director
–$0
990 for the year ended September 30, 2023: 2 people
NameTitleHours / weekCompensation
DAWN GLOVERTRUSTEE
Trustee or director
–$0
ROSS W LAMPETRUSTEE
Trustee or director
–$0
990 for the year ended September 30, 2022: 2 people
NameTitleHours / weekCompensation
DAWN GLOVERTRUSTEE
Trustee or director
–$0
ROSS W LAMPETRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
PO BOX 150, SMITHFIELD, NC 27577-0150
Principal officer (990 for 2024)
DAWN GLOVER, PO BOX 150, SMITHFIELD, NC 27577
Signed the 990
DAWN GLOVER, TRUSTEE
Phone
(919) 934-6195
Return prepared by
WATSON COOKE & JONES PA

Mission

PLEASE SEE ATTACHED INDEPENDENT ACCOUNTANT'S AUDIT REPORT.

990 for the year ended September 30, 2025

Program accomplishments

  • PROVIDE HEALTH, DENTAL, SHORT-TERM DISABILITY AND ACCIDENTAL DEATH BENEFITS FOR CERTAIN EMPLOYEES.
    Expenses $5,426,313

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 15, 2027Not due yet
2024September 30, 2025February 16, 2026990 on file
2023September 30, 2024February 17, 2025990 on file

IRS record

EIN
56-1670983
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1991
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,470,562
Income (IRS master file)
$5,999,744

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$5,999,744$5,426,313$1,470,562XML
990September 2024$5,675,942$5,626,271$897,131XML
990September 2023$5,013,654$4,217,558$847,460XML
990September 2022$3,959,066$4,320,750$51,364XML
990September 2021–––IRS
990September 2020–––IRS
990September 2019–––IRS
990September 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 56-1670983).

Questions about GUY C LEE BENEFIT PLAN TR

What is the EIN of GUY C LEE BENEFIT PLAN TR?
The employer identification number (EIN) of GUY C LEE BENEFIT PLAN TR is 56-1670983.
Is GUY C LEE BENEFIT PLAN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
Are donations to GUY C LEE BENEFIT PLAN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does GUY C LEE BENEFIT PLAN 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 GUY C LEE BENEFIT PLAN TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did GUY C LEE BENEFIT PLAN TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of GUY C LEE BENEFIT PLAN TR?
The 990 for the year ended September 30, 2025 names DAWN GLOVER.
Who are the officers and directors of GUY C LEE BENEFIT PLAN TR?
The 990 for the year ended September 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does GUY C LEE BENEFIT PLAN TR have?
On its 990 for the year ended September 30, 2025 it reported revenue of $5,999,744, expenses of $5,426,313 and total assets of $1,470,562 at year end.

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