Nonprofit · EIN 58-2062090
ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA
Tax-exempt · CHATTANOOGA, TN 37416
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $901,595 | $137,602 | $763,993 | $37,341,409 | $0 | $37,341,409 |
| June 30, 2024 | 990 (amended) | $127,875 | $109,332 | $18,543 | $34,437,943 | $0 | $34,437,943 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $901,595
- Net gain from sales of assets
- $227,837
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $40,000
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $137,602
Balance sheet and other
- Total assets, start of year
- $34,437,943
- Total assets, end of year
- $37,341,409
- Total liabilities, end of year
- $0
- Net assets, end of year
- $37,341,409
- Publicly traded securities
- $26,802,317
- Gross receipts
- $901,595
- Employees
- 0
- Volunteers
- 0
- State of legal domicile
- TN
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID WADE | OFFICER, TRUSTEE Trustee or director, Officer | 1 | $0 | $581,115 | $32,080 |
| GREG EAVES | OFFICER, TRUSTEE Trustee or director, Officer | 1 | $0 | $528,087 | $35,439 |
| RYAN KEEL | OFFICER Officer | 1 | $0 | $516,812 | $36,279 |
| SANDRA TILLEY | OFFICER Officer | 1 | $0 | $386,963 | $39,401 |
| MAJIDE ABED | OFFICER Officer | 1 | $0 | $382,088 | $37,228 |
| JAMES INGRAHAM | OFFICER Officer | 1 | $0 | $372,760 | $39,850 |
| KAREN THOMAS | OFFICER Officer | 1 | $0 | $364,497 | $44,063 |
| J ED MARSTON | OFFICER Officer | 1 | $0 | $350,296 | $40,001 |
| MARIE WEBB | OFFICER, TRUSTEE Trustee or director, Officer | 1 | $0 | $355,922 | $27,417 |
| JANET REHBERG | OFFICER Officer | 1 | $0 | $366,887 | $13,275 |
| KATIE ESPESETH | OFFICER Officer | 1 | $0 | $346,981 | $19,574 |
| RICH CARPENTER | OFFICER Officer | 1 | $0 | $284,193 | $35,931 |
| EVAN FREEMAN | OFFICER Officer | 1 | $0 | $301,706 | $5,880 |
| JON KINSEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| UBS | TRUSTEE Institutional trustee | 10 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID WADE | OFFICER, TRUSTEE Trustee or director, Officer | 1 | $0 | $542,557 | $45,143 |
| GREG EAVES | OFFICER, TRUSTEE Trustee or director, Officer | 1 | $0 | $493,005 | $48,244 |
| RYAN KEEL | OFFICER Officer | 1 | $0 | $416,910 | $52,571 |
| SANDRA TILLEY | OFFICER Officer | 1 | $0 | $359,886 | $45,958 |
| MAJIDE ABED | OFFICER Officer | 1 | $0 | $355,310 | $46,580 |
| JAMES INGRAHAM | OFFICER Officer | 1 | $0 | $347,562 | $48,834 |
| KAREN THOMAS | OFFICER Officer | 1 | $0 | $343,660 | $47,999 |
| J ED MARSTON | OFFICER Officer | 1 | $0 | $325,802 | $49,245 |
| KATIE ESPESETH | OFFICER Officer | 1 | $0 | $332,488 | $34,226 |
| MARIE WEBB | OFFICER, TRUSTEE Trustee or director, Officer | 1 | $0 | $353,707 | $6,577 |
| RICH CARPENTER | OFFICER Officer | 1 | $0 | $238,642 | $40,332 |
| EVAN FREEMAN | OFFICER Officer | 1 | $0 | $220,398 | $6,596 |
| TRUIST BANK | TRUSTEE Institutional trustee | 10 | $8,985 | $0 | $0 |
| JON KINSEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 16044, CHATTANOOGA, TN 37416-0044
- In care of
- % YAHYA A RASHID
- Principal officer (990 for 2024)
- GREGORY EAVES
- Signed the 990
- GREGORY EAVES, EVP & CFO
- Phone
- (423) 648-1372
- Website
- WWW.EBP.COM
- Return prepared by
- GRANT KONVALINKA & HARRISON PC
Mission
VOLUNTEER EMPLOYEE BENEFIT ASSOCIATION
Program accomplishments
- HEALTH INSURANCE BENEFITS: THE ELECTRIC POWER BOARD OF CHATTANOOGA (EPB) MAKES AVAILABLE TO ITS RETIRED EMPLOYEES AND ELIGIBLE DEPENDENTS WHO HAVE PERFORMED FIVE OR MORE YEARS OF SERVICE FOR EPB A PROGRAM (THE EPB POST-RETIREMENT HEALTH AND WELFARE BENEFITS PLAN) BY WHICH EPB WILL PAY A PERCENTAGE OF THE COSTS OF MONTHLY PREMIUMS FOR COVERAGE UNDER VARIOUS HEALTH INSURANCE PLAN OPTIONS. THE PERCENTAGE OF PREMIUMS PAID BY EPB WILL DEPEND ON THE NUMBER OF YEARS OF EMPLOYMENT WITH EPB AND THE TYPE OF SERVICE SELECTED. THE NUMBER OF PERSONS BENEFITING UNDER THIS PROGRAM DURING THE 2024-2025 FISCAL YEAR WAS 277 RETIRED EMPLOYEES, 152 SPOUSES AND 11 CHILDREN. THE TOTAL AMOUNT OF BENEFITS PAID UNDER THIS PROGRAM WAS $ 2,368,889.00.
- REIMBURSEMENT OF MEDICARE PART B INSURANCE: EPB WILL REIMBURSE QUALIFIED RETIREES AND/OR SPOUSES A PERCENTAGE OF THE COSTS DEDUCTED FROM SOCIAL SECURITY PAYMENTS EACH MONTH FOR MEDICARE PART B. THE REIMBURSEMENT PERCENTAGE IS THE SAME PERCENTAGE USED FOR MONTHLY HEALTH INSURANCE PREMIUMS. EPB'S MEDICARE PART B REIMBURSEMENT IS PAID IMMEDIATELY UPON RETIREMENT FOR THOSE QUALIFIED EMPLOYEES. THE NUMBER OF PERSONS BENEFITING UNDER THIS PROGRAM DURING THE 2024-2025 FISCAL YEAR WAS 205 RETIRED EMPLOYEES AND 134 SPOUSES. THE TOTAL AMOUNT OF BENEFITS PAID UNDER THIS PROGRAM WAS $626,876.00.
- LIFE INSURANCE BENEFITS: THE NUMBER OF EMPLOYEES BENEFITING UNDER THIS PROGRAM IS 1021. THE AMOUNT OF BENEFITS PAID UNDER THIS PROGRAM WAS $40,000.00.
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
- 58-2062090
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $37,341,409
- Income (IRS master file)
- $901,595
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $901,595 | $137,602 | $37,341,409 | IRS |
| 990 | June 2024 | $127,875 | $109,332 | $34,437,943 | XML |
| 990 | June 2023 | $1,423,185 | $123,390 | $31,223,853 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | 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 58-2062090).
Questions about ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA
- What is the EIN of ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA?
- The employer identification number (EIN) of ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA is 58-2062090.
- Is ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA 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 ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA 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 ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA 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 ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA?
- The 990 for the year ended June 30, 2025 names GREGORY EAVES.
- Who are the officers and directors of ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA?
- The 990 for the year ended June 30, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does ELECTRIC POWER BD CHATTANOOGA POST RETIREMNT HLTH WLFRE BFTS PL TR UA have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $901,595, expenses of $137,602 and total assets of $37,341,409 at year end.
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