Nonprofit · EIN 59-7162589
BBI TRUST CO OSI RESTAURANT PARTNER S LLC
Also known as KELLY LEFFERTS
Tax-exempt · TAMPA, FL 33607
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $308,739 | $360,454 | -$51,715 | $1,098,320 | $0 | $1,098,320 |
| December 31, 2024 | 990 | $406,410 | $338,401 | $68,009 | $1,140,095 | $0 | $1,140,095 |
| December 31, 2023 | 990 | $172,353 | $264,708 | -$92,355 | $1,058,839 | $0 | $1,058,839 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $205,312
- Program service revenue
- $0
- Investment income
- $103,427
- Net gain from sales of assets
- $67,441
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $350,376
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $350,376
- Management and general (functional)
- $10,078
Balance sheet and other
- Total assets, start of year
- $1,140,095
- Total assets, end of year
- $1,098,320
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,098,320
- Publicly traded securities
- $980,803
- Gross receipts
- $460,258
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1999
- State of legal domicile
- FL
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Lefferts | Trustee Trustee or director | 0 | $0 |
| Patrick Hafner | Trustee Trustee or director | 0 | $0 |
| Susan Cline | Trustee Trustee or director | 0 | $0 |
| Cord McLean | Trustee Trustee or director | 0 | $0 |
| Marc Barnes | Trustee Trustee or director | 0 | $0 |
| Kristine Lanoza | Trustee Trustee or director | 0 | $0 |
| Alicia Woodard | Trustee Trustee or director | 0 | $0 |
| Jillian Eades | Trustee Trustee or director | 0 | $0 |
| Andrea Jeffords | Trustee Trustee or director | 0 | $0 |
| Annette Rodriguez | Trustee Trustee or director | 0 | $0 |
| Jenny Eurton | Trustee Trustee or director | 0 | $0 |
| Kimberly Stahl | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Lefferts | Trustee Trustee or director | 0 | $0 |
| Patrick Hafner | Trustee Trustee or director | 0 | $0 |
| Susan Cline | Trustee Trustee or director | 0 | $0 |
| Cord McLean | Trustee Trustee or director | 0 | $0 |
| Marc Barnes | Trustee Trustee or director | 0 | $0 |
| Kristine Lanoza | Trustee Trustee or director | 0 | $0 |
| Alicia Woodard | Trustee Trustee or director | 0 | $0 |
| Jillian Eades | Trustee Trustee or director | 0 | $0 |
| Andrea Jeffords | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kelly Lefferts | Trustee Trustee or director | 0 | $0 |
| Patrick Hafner | Trustee Trustee or director | 0 | $0 |
| Gregg Scarlett | Trustee Trustee or director | 0 | $0 |
| Susan Cline | Trustee Trustee or director | 0 | $0 |
| Andrea Jeffords | Trustee Trustee or director | 0 | $0 |
| Jaclyn Green | Trustee Trustee or director | 0 | $0 |
| Cord McLean | Trustee Trustee or director | 0 | $0 |
| Marc Barnes | Trustee Trustee or director | 0 | $0 |
| Kristine Lanoza | Trustee Trustee or director | 0 | $0 |
| Alicia Woodard | Trustee Trustee or director | 0 | $0 |
| Jillian Eades | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2202 N WEST SHORE BLVD STE 500, TAMPA, FL 33607-5754
- In care of
- % KELLY LEFFERTS
- Principal officer (990 for 2025)
- Kelly Lefferts, 2202 N West Shore Blvd, Ste 500, Tampa, FL 33607
- Signed the 990
- Kelly Lefferts, Trustee
- Phone
- (813) 282-1225
Mission
Provides Life, Sickness, Accident, and other benefits to eligible employees of OSI Restaurant Partners, LLC.
Program accomplishments
- Provide Life, Sickness, Accident, or other benefits to eligible employees of OSI Restaurant Partners, LLC.Expenses $350,376
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 59-7162589
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y430)
- Assets (IRS master file)
- $1,098,320
- Income (IRS master file)
- $460,258
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $308,739 | $360,454 | $1,098,320 | IRS |
| 990 | December 2024 | $406,410 | $338,401 | $1,140,095 | IRS |
| 990 | December 2023 | $172,353 | $264,708 | $1,058,839 | XML |
| 990 | December 2022 | $220,394 | $257,288 | $1,034,079 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 59-7162589).
Questions about BBI TRUST CO OSI RESTAURANT PARTNER S LLC
- What is the EIN of BBI TRUST CO OSI RESTAURANT PARTNER S LLC?
- The employer identification number (EIN) of BBI TRUST CO OSI RESTAURANT PARTNER S LLC is 59-7162589.
- Is BBI TRUST CO OSI RESTAURANT PARTNER S LLC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to BBI TRUST CO OSI RESTAURANT PARTNER S LLC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BBI TRUST CO OSI RESTAURANT PARTNER S LLC 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 BBI TRUST CO OSI RESTAURANT PARTNER S LLC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BBI TRUST CO OSI RESTAURANT PARTNER S LLC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of BBI TRUST CO OSI RESTAURANT PARTNER S LLC?
- The 990 for the year ended December 31, 2025 names Kelly Lefferts.
- Who are the officers and directors of BBI TRUST CO OSI RESTAURANT PARTNER S LLC?
- The 990 for the year ended December 31, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does BBI TRUST CO OSI RESTAURANT PARTNER S LLC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $308,739, expenses of $360,454 and total assets of $1,098,320 at year end.
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