Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 58-1901218

FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR

Also known as HEAD MARGARET G TTEE

Tax-exempt · DULUTH, GA 30096

Financials

$1.1M$1.1M2023$1.4M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,434,785$1,369,585$65,200$70,200$0$70,200
December 31, 2023990$1,134,830$1,139,680-$4,850$5,000$0$5,000
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,434,785
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$693,872
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$5,000
Total assets, end of year
$70,200
Total liabilities, end of year
$0
Net assets, end of year
$70,200
Gross receipts
$1,434,785
Employees
0
Volunteers
0
Year formed
1999
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
MARGARET G HEADPLAN DIRECTOR
Trustee or director
0$0
LAURIE ANN GARRETTPLAN DIRECTOR
Trustee or director
0$0
MATT XANDERPLAN DIRECTOR
Trustee or director
0$0
990 for the year ended December 31, 2023: 3 people
NameTitleHours / weekCompensation
MARGARET G HEADPLAN DIRECTOR
Trustee or director
0$0
LAURIE ANN GARRETTPLAN DIRECTOR
Trustee or director
0$0
MATT XANDERPLAN DIRECTOR
Trustee or director
0$0

Address and contacts

Address (IRS master file)
PO BOX 1989, DULUTH, GA 30096-0035
Principal officer (990 for 2024)
MATT XANDER, PO BOX 1989, DULUTH, GA 30096
Signed the 990
MATT XANDER, PLAN DIRECTOR
Phone
(770) 476-7000
Return prepared by
BENNETT THRASHER LLP

Mission

PROVISION OF HEALTH BENEFITS FOR ELIGIBLE EMPLOYEES OF FORMETCO, LLC

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDED HEALTH BENEFITS FOR CLAIMS INCURRED ON OR AFTER 1/1/99 BY ELIGIBLE EMPLOYEES OF FORMETCO, LLC AND TO PROVIDE SUCH BENEFITS TO QUALIFIED FAMILY MEMBERS OF SUCH EMPLOYEES.

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
58-1901218
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1990
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$70,200
Income (IRS master file)
$1,434,785

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,434,785$1,369,585$70,200IRS
990December 2023$1,134,830$1,139,680$5,000XML
990December 2022$1,227,974$1,223,124$9,850IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 58-1901218).

Questions about FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR

What is the EIN of FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR?
The employer identification number (EIN) of FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR is 58-1901218.
Is FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
Are donations to FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT 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 FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR?
The 990 for the year ended December 31, 2024 names MATT XANDER.
Who are the officers and directors of FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR?
The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does FORMETCO INCORPORATED EMPLOYEE HEALTH BENEFIT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,434,785, expenses of $1,369,585 and total assets of $70,200 at year end.

Other nonprofits in DULUTH

All nonprofits in DULUTH · Georgia