Nonprofit · EIN 63-0819083
TRACTOR & EQUIPMENT HEALTH CARE TRUST
Tax-exempt · BIRMINGHAM, AL 35212
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $8,158,692 | $8,336,977 | -$178,285 | $6,350,190 | $631,000 | $5,719,190 |
| December 31, 2023 | 990 | $9,119,408 | $8,980,240 | $139,168 | $6,295,947 | $642,000 | $5,653,947 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,809,413
- Investment income
- $349,279
- Net gain from sales of assets
- $189,290
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,788,356
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $6,295,947
- Total assets, end of year
- $6,350,190
- Total liabilities, end of year
- $631,000
- Net assets, end of year
- $5,719,190
- Publicly traded securities
- $6,308,644
- Net assets without donor restrictions
- $5,719,190
- Gross receipts
- $8,158,692
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1987
- State of legal domicile
- AL
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James W Steele Jr | Sec. Treas. Plan Sponsor Officer | 1 | $0 | $635,565 | $50,351 |
| Blue Cross Blue Shield | Plan Administrator Institutional trustee | 1 | $0 | $0 | $0 |
| Regions Bank | Trustee Institutional trustee | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James W Steele Jr | Sec. Treas. Plan Sponsor Officer | 1 | $0 | $570,169 | $53,557 |
| Blue Cross Blue Shield | Plan Administrator Institutional trustee | 1 | $0 | $0 | $0 |
| Regions Bank | Trustee Institutional trustee | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5336 AIRPORT HIGHWAY, BIRMINGHAM, AL 35212-1528
- Principal officer (990 for 2024)
- James W Steele Jr, 5336 AIRPORT HIGHWAY, Birmingham, AL 35212
- Signed the 990
- James W Steele Jr, Secretary/Treasurer Plan Sponsor
- Phone
- (205) 591-2131
- Return prepared by
- Forvis Mazars LLP
Mission
TO PROVIDE FUNDING FOR BENEFITS (MEDICAL, LIFE, HEALTH, ACCIDENT AND SIMILAR BENEFITS) FOR ELIGIBLE EMPLOYEES, RETIREES, AND THEIR DEPENDENTS, IN ACCORDANCE WITH THE EMPLOYEE BENEFIT PLAN.
Program accomplishments
- N/A
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 | Not 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
- 63-0819083
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1982
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,350,190
- Income (IRS master file)
- $8,158,692
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $8,158,692 | $8,336,977 | $6,350,190 | XML |
| 990 | December 2023 | $9,119,408 | $8,980,240 | $6,295,947 | XML |
| 990 | December 2022 | $6,863,743 | $6,792,614 | $5,492,825 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | 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 63-0819083).
Questions about TRACTOR & EQUIPMENT HEALTH CARE TRUST
- What is the EIN of TRACTOR & EQUIPMENT HEALTH CARE TRUST?
- The employer identification number (EIN) of TRACTOR & EQUIPMENT HEALTH CARE TRUST is 63-0819083.
- Is TRACTOR & EQUIPMENT HEALTH CARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
- Are donations to TRACTOR & EQUIPMENT HEALTH CARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRACTOR & EQUIPMENT HEALTH CARE 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 TRACTOR & EQUIPMENT HEALTH CARE 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 TRACTOR & EQUIPMENT HEALTH CARE 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 TRACTOR & EQUIPMENT HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2024 names James W Steele Jr.
- Who are the officers and directors of TRACTOR & EQUIPMENT HEALTH CARE TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does TRACTOR & EQUIPMENT HEALTH CARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $8,158,692, expenses of $8,336,977 and total assets of $6,350,190 at year end.
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