Nonprofit · EIN 81-6965795
IVG TRUST
Tax-exempt · COEUR D ALENE, ID 83814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $930,722 | $1,523,585 | -$592,863 | $7,459,807 | $0 | $7,459,807 |
| December 31, 2023 | 990 | $2,241,084 | $1,991,635 | $249,449 | $7,961,542 | $0 | $7,961,542 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $856,789
- Investment income
- $73,933
- Net gain from sales of assets
- $46,177
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,323,567
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $7,961,542
- Total assets, end of year
- $7,459,807
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,459,807
- Publicly traded securities
- $5,568,535
- Gross receipts
- $1,628,750
- Employees
- 0
- Volunteers
- 3
- Year formed
- 2016
- State of legal domicile
- ID
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 |
|---|---|---|---|
| JUSTIN MCLEOD | CHAIR Trustee or director, Officer | 2 | $0 |
| EVA HERNANDEZ | VICE CHAIR Trustee or director, Officer | 2 | $0 |
| CYNDY DONATO | SECRETARY Trustee or director, Officer | 2 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JUSTIN MCLEOD | CHAIR Trustee or director, Officer | 2 | $0 |
| EVA HERNANDEZ | VICE CHAIR Trustee or director, Officer | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 330 E LAKESIDE AVE STE 301, COEUR D ALENE, ID 83814-2866
- In care of
- % IDAHO VEBA GROUP
- Principal officer (990 for 2024)
- JUSTIN MCLEOD, 330 E LAKESIDE SUITE 301, COEUR DALENE, ID 83814
- Signed the 990
- JUSTIN MCLEOD, BOARD CHAIR
- Phone
- (208) 765-2620
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
THE IDAHO VEBA GROUP (IVG) IS A COALITION OF PUBLIC EMPLOYERS CREATING A VEBA-FUNDED HRA SOLUTION TO MEET THEIR NEED FOR AN IDAHO-CONTROLLED PLAN RUN WITH IDAHO-BASED EXPERTISE.
Program accomplishments
- THE IDAHO VEBA GROUP (IVG) IS A COALITION OF PUBLIC EMPLOYERS CREATING A VEBA-FUNDED HRA SOLUTION TO MEET THEIR NEED FOR AN IDAHO-CONTROLLED PLAN RUN WITH IDAHO-BASED EXPERTISE.
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
- 81-6965795
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2018
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $7,459,807
- Income (IRS master file)
- $1,628,750
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $930,722 | $1,523,585 | $7,459,807 | XML |
| 990 | December 2023 | $2,241,084 | $1,991,635 | $7,961,542 | XML |
| 990 | December 2022 | $2,403,155 | $1,880,523 | $7,456,300 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 81-6965795).
Questions about IVG TRUST
- What is the EIN of IVG TRUST?
- The employer identification number (EIN) of IVG TRUST is 81-6965795.
- Is IVG TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
- Are donations to IVG TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IVG 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 IVG 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 IVG 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 IVG TRUST?
- The 990 for the year ended December 31, 2024 names JUSTIN MCLEOD.
- Who are the officers and directors of IVG TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does IVG TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $930,722, expenses of $1,523,585 and total assets of $7,459,807 at year end.
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