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Nonprofit · EIN 62-1537841

BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR

Also known as ETHIER JAMES B CO-TTEE

Tax-exempt · KNOXVILLE, TN 37909

Financials

$15.5M$16.1M2023$17.2M$17.5M2024
Revenue Expenses · by fiscal year end
Financials of BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$17,163,047$17,539,999-$376,952$623,204$1,260,751-$637,547
December 31, 2023990$15,473,484$16,132,017-$658,533$594,539$855,134-$260,595
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$17,163,047
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$16,597,051
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$17,539,999

Balance sheet and other

Total assets, start of year
$594,539
Total assets, end of year
$623,204
Total liabilities, end of year
$1,260,751
Net assets, end of year
-$637,547
Gross receipts
$17,163,047
Employees
0
Volunteers
0
Year formed
1968
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ANDREA BAKERTRUSTEE
Trustee or director
1$0
AMANDA WEAVERTRUSTEE
Trustee or director
1$0
JILLIAN ROBERTSCONTROLLER
Trustee or director
1$0
BROOKE GREENETRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
RANDY MORGANTRUSTEE
Trustee or director
1$0
ANDREA BAKERTRUSTEE
Trustee or director
1$0
AMANDA WEAVERTRUSTEE
Trustee or director
1$0
JILLIAN ROBERTSCONTROLLER
Trustee or director
1$0
BROOKE GREENETRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
1016 E WEISGARBER RD, KNOXVILLE, TN 37909-2669
Principal officer (990 for 2024)
JILLIAN ROBERTS, 1016 E WEISGARBER RD, KNOXVILLE, TN 37909
Signed the 990
JILLIAN ROBERTS, CONTROLLER
Phone
(865) 588-7685
Return prepared by
COULTER & JUSTUS PC

Mission

TO PROVIDE MEDICAL, AD&D AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES OF BUSH BROTHERS & COMPANY.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE MEDICAL, AD&D AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES OF BUSH BROTHERS & COMPANY.
    Expenses $17,539,999 · revenue $17,163,047

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
62-1537841
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1993
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$623,204
Income (IRS master file)
$17,163,047

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$17,163,047$17,539,999$623,204XML
990December 2023$15,473,484$16,132,017$594,539XML
990December 2022$15,467,420$14,610,838$1,077,151IRS
990December 2021–––IRS
990December 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 62-1537841).

Questions about BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR

What is the EIN of BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR?
The employer identification number (EIN) of BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR is 62-1537841.
Is BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
Are donations to BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BUSH BROTHERS & COMPANY EMPLOYEES 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 BUSH BROTHERS & COMPANY EMPLOYEES 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 BUSH BROTHERS & COMPANY EMPLOYEES 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 BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR?
The 990 for the year ended December 31, 2024 names JILLIAN ROBERTS.
Who are the officers and directors of BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does BUSH BROTHERS & COMPANY EMPLOYEES BENEFIT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $17,163,047, expenses of $17,539,999 and total assets of $623,204 at year end.

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