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Nonprofit · EIN 62-1804810

ALCO MANAGEMENT INC VEBA TRUST

Tax-exempt · MEMPHIS, TN 38103

Financials

$1.9M$2.1M2023$2M$2M2024
Revenue Expenses · by fiscal year end
Financials of ALCO MANAGEMENT INC VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,018,088$2,013,950$4,138$62,940$0$62,940
December 31, 2023990$1,878,862$2,070,011-$191,149$62,302$3,500$58,802
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,008,761
Investment income
$9,327
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,511,288
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$19,250

Balance sheet and other

Total assets, start of year
$62,302
Total assets, end of year
$62,940
Total liabilities, end of year
$0
Net assets, end of year
$62,940
Net assets without donor restrictions
$62,940
Gross receipts
$2,018,088
Employees
0
Volunteers
0
Year formed
2000
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
SARAH JEMISONTRUSTEE
Trustee or director
0.5$0
NANCY E RUSSELLTRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
SARAH JEMISONTRUSTEE
Trustee or director
0.5$0
NANCY E RUSSELLTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
35 UNION AVE STE 200, MEMPHIS, TN 38103-2417
In care of
% MICHAEL JOHNSON
Mailing address (990-N for 2008)
35 Union Avenue, Suite 200, Memphis TN 38103
Principal officer (990 for 2024)
NANCY E RUSSELL, 35 UNION AVENUE SUITE 200, MEMPHIS, TN 38103
Principal officer (990-N for 2008)
Michael D Johnson, 35 Union Avenue, Suite 200, Memphis TN 38103
Signed the 990
NANCY E RUSSELL, CHIEF FINANCIAL OFFICER
Phone
(901) 544-1705
Return prepared by
REYNOLDS BONE & GRIESBECK PLC

Mission

A VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST TO PROVIDE ELIGIBLE EMPLOYEES WITH CERTAIN HEALTH BENEFITS SUCH AS HOSPITAL, MEDICAL, MENTAL HEALTH, PRESCRIPTION DRUGS AND SURGICAL CARE AND TO MANAGE FUNDS OF THE TRUST.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDING EMPLOYEES CERTAIN HEALTH BENEFITS SUCH AS HOSPITAL, MEDICAL, MENTAL HEALTH, PRESCRIPTION DRUGS AND SURGICAL CARE AND MANAGING FUNDS OF THE TRUST.
    Expenses $2,013,950 · revenue $2,018,088

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
62-1804810
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$62,940
Income (IRS master file)
$2,018,088

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,018,088$2,013,950$62,940XML
990December 2023$1,878,862$2,070,011$62,302XML
990December 2022$1,804,381$1,962,925$224,384IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990-N for 2008
Officer: Michael D Johnson
December 31, 2008≤ $50,000 receipts––e-Postcard

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 62-1804810).

Questions about ALCO MANAGEMENT INC VEBA TRUST

What is the EIN of ALCO MANAGEMENT INC VEBA TRUST?
The employer identification number (EIN) of ALCO MANAGEMENT INC VEBA TRUST is 62-1804810.
Is ALCO MANAGEMENT INC VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
Are donations to ALCO MANAGEMENT INC VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does ALCO MANAGEMENT INC VEBA TRUST 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 ALCO MANAGEMENT INC VEBA TRUST 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 ALCO MANAGEMENT INC VEBA TRUST 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 ALCO MANAGEMENT INC VEBA TRUST?
The 990 for the year ended December 31, 2024 names NANCY E RUSSELL.
Who are the officers and directors of ALCO MANAGEMENT INC VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does ALCO MANAGEMENT INC VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,018,088, expenses of $2,013,950 and total assets of $62,940 at year end.

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