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Nonprofit · EIN 73-1188322

CITGO EMPLOYEES BENEFIT TRUST

Tax-exempt · TULSA, OK 74101

Financials

$91.2M$88.3M2023$73.8M$106.9M2024$112M$120.8M2025
Revenue Expenses · by fiscal year end
Financials of CITGO EMPLOYEES BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$112,014,705$120,839,633-$8,824,928$24,159,041$0$24,159,041
December 31, 2024990 (amended)$73,818,910$106,882,942-$33,064,032$32,983,969$0$32,983,969
December 31, 2023990$91,155,830$88,341,947$2,813,883$66,048,001$0$66,048,001
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$111,002,675
Investment income
$1,011,415
Other revenue
$615

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$108,039,916
Compensation of officers, directors and key employees
$16,677
Salaries, compensation and benefits (total)
$16,677
Professional fundraising fees
$0
Accounting fees
$193,200

Balance sheet and other

Total assets, start of year
$32,983,969
Total assets, end of year
$24,159,041
Total liabilities, end of year
$0
Net assets, end of year
$24,159,041
Gross receipts
$112,014,705
Employees
0
Volunteers
0
Year formed
1983
State of legal domicile
DE

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.

NameTitleHours / weekCompensation
BANK OF OKLAHOMA NATRUSTEE
Institutional trustee
7$16,677
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
BANK OF OKLAHOMA NATRUSTEE
Institutional trustee
7$5,616
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BANK OF OKLAHOMA NATRUSTEE
Institutional trustee
7$11,520

Address and contacts

Address (IRS master file)
PO BOX 1620, TULSA, OK 74101-1620
In care of
% BOKF
Principal officer (990 for 2025)
BANK OF OKLAHOMA, BOKF NA PO Box 2300, Tulsa, OK 74102
Signed the 990
George Walls, Assistant VP
Phone
(918) 619-1546
Return prepared by
ERNST & YOUNG US LLP

Mission

TO PROVIDE FOR THE HEALTH AND WELFARE OF EMPLOYEES AND RETIREES OF CITGO PETROLEUM CORPORATION.

990 for the year ended December 31, 2025

Program accomplishments

  • MEDICAL, DENTAL, VISION AND LIFE INSURANCE PROGRAMS PROVIDED TO CITGO PETROLEUM CORPORATION EMPLOYEES, RETIREES, AND THEIR DEPENDENTS.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
73-1188322
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Exempt since
1985
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$24,159,041
Income (IRS master file)
$112,014,705

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$112,014,705$120,839,633$24,159,041IRS
990December 2024$73,818,910$106,882,942$32,983,969IRS
990December 2023$91,155,830$88,341,947$66,048,001XML
990December 2022$98,130,215$84,523,795$63,234,118IRS
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 73-1188322).

Questions about CITGO EMPLOYEES BENEFIT TRUST

What is the EIN of CITGO EMPLOYEES BENEFIT TRUST?
The employer identification number (EIN) of CITGO EMPLOYEES BENEFIT TRUST is 73-1188322.
Is CITGO EMPLOYEES BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
Which annual return does CITGO EMPLOYEES BENEFIT 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 CITGO EMPLOYEES BENEFIT TRUST 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 CITGO EMPLOYEES BENEFIT TRUST 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 CITGO EMPLOYEES BENEFIT TRUST?
The 990 for the year ended December 31, 2025 names BANK OF OKLAHOMA.
Who are the officers and directors of CITGO EMPLOYEES BENEFIT TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $16,677 (BANK OF OKLAHOMA NA, TRUSTEE).
How much revenue does CITGO EMPLOYEES BENEFIT TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $112,014,705, expenses of $120,839,633 and total assets of $24,159,041 at year end.

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