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Nonprofit · EIN 58-1584846

CWM EMPLOYEE BENEFIT TRUST

Tax-exempt · MARIETTA, GA 30061

Financials

$11.3M$11.8M2021$12.6M$13.9M2023$18.7M$17.8M2024
Revenue Expenses · by fiscal year end
Financials of CWM EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$18,664,556$17,751,111$913,445$3,754,192$81,686$3,672,506
April 30, 2024990$12,608,650$13,926,137-$1,317,487$3,016,550$563,067$2,453,483
April 30, 2022990$11,280,737$11,761,807-$481,070$2,501,146$227,180$2,273,966
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$18,664,556
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$17,016,163
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$17,751,111

Balance sheet and other

Total assets, start of year
$3,016,550
Total assets, end of year
$3,754,192
Total liabilities, end of year
$81,686
Net assets, end of year
$3,672,506
Gross receipts
$18,664,556
Employees
0
Volunteers
0
Year formed
1984
State of legal domicile
GA

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
DANIEL P GARCIATRUSTEE
Trustee or director
0.2$0
MICHAEL D BELLTRUSTEE
Trustee or director
0.2$0
MATTHEW D BURTONTRUSTEE
Trustee or director
0.2$0
990 for the year ended April 30, 2024: 3 people
NameTitleHours / weekCompensation
DANIEL P GARCIATRUSTEE
Trustee or director
0.2$0
MICHAEL D BELLTRUSTEE
Trustee or director
0.2$0
MATTHEW D BURTONTRUSTEE
Trustee or director
0.2$0
990 for the year ended April 30, 2022: 3 people
NameTitleHours / weekCompensation
CHARLES E MATTHEWSTRUSTEE
Trustee or director
0.2$0
MICHAEL D BELLTRUSTEE
Trustee or director
0.2$0
MATTHEW D BURTONTRUSTEE
Trustee or director
0.2$0

Address and contacts

Address (IRS master file)
PO BOX 970, MARIETTA, GA 30061-0970
Principal officer (990 for 2024)
MICHAEL D BELL, 1600 KENVIEW DRIVE, MARIETTA, GA 30060
Signed the 990
MICHAEL D BELL, TRUSTEE
Phone
(770) 422-7520

Mission

PROVIDE MEDICAL AND DISABILITY COVERAGE FOR MEMBERS AND THEIR DEPENDENTS

990 for the year ended April 30, 2025

Program accomplishments

  • PAYMENT OF MEDICAL AND DISABILITY CLAIMS AND INSURANCE PREMIUMS FOR MEMBERS AND THEIR DEPENDENTS
    Expenses $17,016,163
  • PAYMENT OF ALL ADMINISTRATION FEES AND EXPENSES
    Expenses $734,948

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

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
58-1584846
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1985
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,754,192
Income (IRS master file)
$18,664,556

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$18,664,556$17,751,111$3,754,192XML
990April 2024$12,608,650$13,926,137$3,016,550XML
990April 2023$12,925,124$13,015,749$2,527,895IRS
990April 2022$11,280,737$11,761,807$2,501,146XML
990April 2021–––IRS
990April 2019–––IRS
990April 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 58-1584846).

Questions about CWM EMPLOYEE BENEFIT TRUST

What is the EIN of CWM EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of CWM EMPLOYEE BENEFIT TRUST is 58-1584846.
Is CWM EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
Are donations to CWM EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CWM EMPLOYEE BENEFIT 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 CWM EMPLOYEE BENEFIT TRUST due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did CWM EMPLOYEE BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of CWM EMPLOYEE BENEFIT TRUST?
The 990 for the year ended April 30, 2025 names MICHAEL D BELL.
Who are the officers and directors of CWM EMPLOYEE BENEFIT TRUST?
The 990 for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
How much revenue does CWM EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended April 30, 2025 it reported revenue of $18,664,556, expenses of $17,751,111 and total assets of $3,754,192 at year end.

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