Nonprofit · EIN 76-0634930
PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN
Also known as 020012047900
Tax-exempt · PHOENIX, AZ 85072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2023 | 990 | $5,525,056 | $5,600,068 | -$75,012 | $648,609 | $0 | $648,609 |
Financial details: 990 for the year ended December 31, 2023
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,495,838
- Investment income
- $27,714
- Other revenue
- $1,504
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,682,362
- Compensation of officers, directors and key employees
- $6,065
- Salaries, compensation and benefits (total)
- $6,065
- Professional fundraising fees
- $0
- Accounting fees
- $60,000
- Program services (functional)
- $5,600,068
Balance sheet and other
- Total assets, start of year
- $723,621
- Total assets, end of year
- $648,609
- Total liabilities, end of year
- $0
- Net assets, end of year
- $648,609
- Gross receipts
- $5,525,056
- Employees
- 0
- Year formed
- 2002
- State of legal domicile
- TX
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, 2023, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $6,065 |
| LISA DAVIS | PRESIDENT Trustee or director | 1 | $0 |
| RICHARD A ALTIZER | VP FAST TUDES Trustee or director | 1 | $0 |
| BOUDWIGN EVERTS | VP CAR CARES Trustee or director | 1 | $0 |
| KENNETTA D JOSEPH | VP LEGAL Trustee or director | 1 | $0 |
| RICHARD M OBLATH | VP PORTFOLIO Trustee or director | 1 | $0 |
| WILLIAM C RECORDS | VP SUPPLY CHAIN OPS Trustee or director | 1 | $0 |
| DAVID M RODRIGUES | VP TAX Trustee or director | 1 | $0 |
| ROBERT J SORGE | VP SUPPLY CHAIN PLANNING Trustee or director | 1 | $0 |
| JAN P STEINMETZ | VP HR Trustee or director | 1 | $0 |
| LYNN S BORGEMIER | SECRETARY Trustee or director | 1 | $0 |
| YH AMMERMAN | CONTROLLER Trustee or director | 1 | $0 |
| STEPHEN J PAUL | ASSISTANT SECRETARY Trustee or director | 1 | $0 |
| HECTOR A PINEDA | ASST. SECRETARY Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 53456, PHOENIX, AZ 85072-3456
- In care of
- % WELLS FARGO BANK NA TRUST TAX DEP
- Principal officer (990 for 2023)
- PRINCIPAL FINANCIAL GROUP, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- -, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE HEALTHCARE BENEFITS TO ASSOCIATION MEMBERS OR DESIGNATED BENEFICIARIES AS DEFINED IN IRC SECTION 419
Program accomplishments
- TO PROVIDE HEALTHCARE BENEFITS TO ASSOCIATION MEMBERS OR DESIGNATED BENEFICIARIES AS DEFINED IN IRC SECTION 419
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 | Not on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 76-0634930
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $648,609
- Income (IRS master file)
- $5,525,056
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2023 | $5,525,056 | $5,600,068 | $648,609 | XML |
| 990 | December 2022 | $4,738,400 | $4,625,135 | $723,621 | 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 76-0634930).
Questions about PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN
- What is the EIN of PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN?
- The employer identification number (EIN) of PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN is 76-0634930.
- Is PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN 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 PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN 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 PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2023.
- Who is the principal officer of PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN?
- The 990 for the year ended December 31, 2023 names PRINCIPAL FINANCIAL GROUP.
- Who are the officers and directors of PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN?
- The 990 for the year ended December 31, 2023 lists 14 people; 1 received compensation from the organization, the highest $6,065 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
- How much revenue does PENNZOIL-QUAKER STATE COMPANY EMPLOYEES HEALTHCARE PLAN have?
- On its 990 for the year ended December 31, 2023 it reported revenue of $5,525,056, expenses of $5,600,068 and total assets of $648,609 at year end.
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