Nonprofit · EIN 61-6156163
IMPACT-COAL SUBTRUST
Tax-exempt · LEXINGTON, KY 40503
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $553,565 | $391,015 | $162,550 | $4,280,678 | $67,330 | $4,213,348 |
| June 30, 2024 | 990 | $461,278 | $404,032 | $57,246 | $4,168,638 | $85,702 | $4,082,936 |
| June 30, 2023 | 990 | $676,217 | $764,193 | -$87,976 | $3,961,030 | $55,915 | $3,905,115 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $249,719
- Investment income
- $303,846
- Net gain from sales of assets
- $217,253
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $106,009
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $19,300
Balance sheet and other
- Total assets, start of year
- $4,168,638
- Total assets, end of year
- $4,280,678
- Total liabilities, end of year
- $67,330
- Net assets, end of year
- $4,213,348
- Publicly traded securities
- $2,096,469
- Gross unrelated business income
- $303,846
- Gross receipts
- $1,690,247
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1986
- State of legal domicile
- KY
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 | Other / benefits |
|---|---|---|---|---|
| COMMUNITY TRUST BANK | TRUSTEE Institutional trustee | 10 | $0 | $25,135 |
| JOSEPH J JACOBS | CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $0 |
| CHARLES J BAIRD | VICE CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $0 |
| M LYNN PARRISH | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JOHN JUSTICE | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COMMUNITY TRUST BANK | TRUSTEE Institutional trustee | 10 | $0 | $26,543 |
| JOSEPH J JACOBS | CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $0 |
| CHARLES J BAIRD | VICE CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $0 |
| M LYNN PARRISH | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
| JOHN JUSTICE | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| COMMUNITY TRUST BANK | TRUSTEE Institutional trustee | 10 | $0 | $29,651 |
| M LYNN PARRISH | CHAIRMAN Trustee or director, Officer | 0.3 | $0 | $0 |
| CHARLES J BAIRD | VICE CHAIRMAN Trustee or director | 0.3 | $0 | $0 |
| JOSEPH J JACOBS | TRUSTEE Trustee or director | 0.3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
- In care of
- % CTIC
- Principal officer (990 for 2024)
- JOSEPH J JACOBS, 230 LEXINGTON GREEN CIRCLE STE 400, LEXINGTON, KY 40503
- Signed the 990
- STEPHANIE COOLEY, CFO
- Phone
- (859) 226-1765
- Return prepared by
- DEAN DORTON ALLEN FORD PLLC
Mission
WELFARE BENEFITS
Program accomplishments
- TRUST PLANS PROVIDED DENTAL, ACCIDENTAL DEATH AND DISMEMBERMENT AND GROUP LIFE INSURANCE BENEFITS FOR PARTICIPATING EMPLOYEES OF SUBSCRIBING EMPLOYERS. THE TRUST HAD 853 PARTICIPATING EMPLOYEES AS OF JUNE 30, 2025.
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
- 61-6156163
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,280,678
- Income (IRS master file)
- $1,690,247
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $553,565 | $391,015 | $4,280,678 | IRS |
| 990 | June 2024 | $461,278 | $404,032 | $4,168,638 | XML |
| 990 | June 2023 | $676,217 | $764,193 | $3,961,030 | XML |
| 990 | June 2022 | $695,333 | $634,840 | $3,876,263 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 61-6156163).
Questions about IMPACT-COAL SUBTRUST
- What is the EIN of IMPACT-COAL SUBTRUST?
- The employer identification number (EIN) of IMPACT-COAL SUBTRUST is 61-6156163.
- Is IMPACT-COAL SUBTRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to IMPACT-COAL SUBTRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IMPACT-COAL SUBTRUST 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 IMPACT-COAL SUBTRUST 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 IMPACT-COAL SUBTRUST 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 IMPACT-COAL SUBTRUST?
- The 990 for the year ended June 30, 2025 names JOSEPH J JACOBS.
- Who are the officers and directors of IMPACT-COAL SUBTRUST?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does IMPACT-COAL SUBTRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $553,565, expenses of $391,015 and total assets of $4,280,678 at year end.
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