Nonprofit · EIN 82-3520467
CUAD HEALTH BENEFITS TRUST
Tax-exempt · BISMARCK, ND 58501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,460,193 | $9,237,066 | $2,223,127 | $7,806,020 | $114,558 | $7,691,462 |
| December 31, 2023 | 990 | $14,813,794 | $13,607,601 | $1,206,193 | $5,598,020 | $129,685 | $5,468,335 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,344,182
- Investment income
- $116,011
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,262,855
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $41,185
Balance sheet and other
- Total assets, start of year
- $5,598,020
- Total assets, end of year
- $7,806,020
- Total liabilities, end of year
- $114,558
- Net assets, end of year
- $7,691,462
- Gross unrelated business income
- $116,011
- Gross receipts
- $11,460,193
- Employees
- 0
- Volunteers
- 15
- Year formed
- 2018
- State of legal domicile
- ND
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 |
|---|---|---|---|
| Jeff Olson | Chairperson Trustee or director, Officer | 0.1 | $0 |
| Jim Schaefbauer | Secretarty (from Dec)/Trustee Trustee or director, Officer | 0.1 | $0 |
| Bob Herrington | Vice Chair/Trustee Trustee or director, Officer | 0.1 | $0 |
| Justin Maddison | Trustee Trustee or director | 0.1 | $0 |
| Harold Hagen | Trustee Trustee or director | 0.1 | $0 |
| Jeff Schmidt | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
| Holly Jones | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
| Keith Robbennolt - SD | Trustee (See Sch O Exp)(thru Apr) Trustee or director | 0.1 | $0 |
| Floyd Rummel III | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
| Brenda Schmidt | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
| Tanya Hobson | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
| Ryan Goehner | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
| Carrie Van Orman - SD | Trustee (See Sch O Exp)(from Jun) Trustee or director | 0.1 | $0 |
| Dorothy Vorhees | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
| Jeff Meyer | SD Trustee (See Sch O Exp) Trustee or director | 0.1 | $0 |
990 for the year ended December 31, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Jeff Olson | Chairperson Trustee or director, Officer | 0.1 | $0 | $222,074 | $4,301 |
| Harold Hagen | Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $156,600 | $5,400 |
| Mindee Kohlman | Secretary (to 5/23) Trustee or director, Officer | 0.1 | $0 | $0 | $0 |
| Bob Herrington | Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Justin Maddison | Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Jeff Meyer | Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Jim Schaefbauer | Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Jeff Schmidt | SD Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Holly Jones | SD Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Keith Robbennolt | SD Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Floyd Rummel III | SD Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Brenda Schmidt | SD Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Tanya Hobson | SD Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
| Ryan Goehner | SD Trustee (See Sch O Explanation) Trustee or director | 0.1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2005 N KAVANEY DR STE 201, BISMARCK, ND 58501-1740
- In care of
- % CREDIT UNION ASSOCIATION OF THE
- Principal officer (990 for 2024)
- Bob Herrington, 2005 N Kavaney Dr Ste 201, Bismarck, ND 58501
- Signed the 990
- Bob Herrington, Vice Chairperson
- Phone
- (701) 250-3926
- Return prepared by
- Eide Bailly LLP
Mission
None
Program accomplishments
- In 2024 the Trust provided health, dental, and/or vision benefits to a total of 708 participants.
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
- 82-3520467
- 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 (Y20)
- Assets (IRS master file)
- $7,806,020
- Income (IRS master file)
- $11,460,193
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,460,193 | $9,237,066 | $7,806,020 | XML |
| 990 | December 2023 | $14,813,794 | $13,607,601 | $5,598,020 | XML |
| 990 | December 2022 | $14,609,979 | $13,671,954 | $4,405,126 | 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 82-3520467).
Questions about CUAD HEALTH BENEFITS TRUST
- What is the EIN of CUAD HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of CUAD HEALTH BENEFITS TRUST is 82-3520467.
- Is CUAD HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
- Are donations to CUAD HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CUAD HEALTH BENEFITS 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 CUAD HEALTH BENEFITS 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 CUAD HEALTH BENEFITS 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 CUAD HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names Bob Herrington.
- Who are the officers and directors of CUAD HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 15 people; 0 received compensation from the organization.
- How much revenue does CUAD HEALTH BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,460,193, expenses of $9,237,066 and total assets of $7,806,020 at year end.
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