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Nonprofit · EIN 82-5262677

IPA CREWMEMBER VEBA TRUST

Tax-exempt · LOUISVILLE, KY 40219

Financials

$9.7M$775K2023$8.5M$966K2024
Revenue Expenses · by fiscal year end
Financials of IPA CREWMEMBER VEBA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$8,488,512$966,483$7,522,029$40,328,353$0$40,328,353
December 31, 2023990$9,688,728$774,507$8,914,221$29,892,554$0$29,892,554
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,224,517
Investment income
$1,263,995
Net gain from sales of assets
$223,581
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$733,292
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$733,292
Management and general (functional)
$233,191

Balance sheet and other

Total assets, start of year
$29,892,554
Total assets, end of year
$40,328,353
Total liabilities, end of year
$0
Net assets, end of year
$40,328,353
Publicly traded securities
$40,100,033
Gross receipts
$12,606,769
Employees
0
Year formed
2017
State of legal domicile
KY

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.

NameTitleHours / weekCompensationFrom related orgs
William B NorrisVEBA Trustee
Trustee or director
1$0$36,621
Stephan J WhyteVEBA Trustee
Trustee or director
1$0$36,621
Herbert H HurstVEBA Trustee
Trustee or director
1$0$9,866
Hand Benefit Trust CoDirected Trustee
Institutional trustee
1$0$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Hand Benefit Trust CoDirected Trustee
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
3607 FERN VALLEY RD, LOUISVILLE, KY 40219-1916
In care of
% INDEPENDENT PILOTS ASSOCIATI
Principal officer (990 for 2024)
William Brian Norris, 3607 Fern Valley Road, Louisville, KY 40219
Signed the 990
William Norris, Principal Officer
Phone
(502) 968-0341

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH REIMBURSEMENT ARRANAGEMENT BY ORGANIZATION HAD APPROXIMATELY 4174 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $733,292
    Expenses $733,292

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
82-5262677
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$40,328,353
Income (IRS master file)
$12,606,769

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$8,488,512$966,483$40,328,353XML
990December 2023$9,688,728$774,507$29,892,554XML
990December 2022$6,722,191$955,356$18,926,028IRS
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 82-5262677).

Questions about IPA CREWMEMBER VEBA TRUST

What is the EIN of IPA CREWMEMBER VEBA TRUST?
The employer identification number (EIN) of IPA CREWMEMBER VEBA TRUST is 82-5262677.
Is IPA CREWMEMBER VEBA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
Are donations to IPA CREWMEMBER VEBA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IPA CREWMEMBER VEBA 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 IPA CREWMEMBER VEBA 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 IPA CREWMEMBER VEBA 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 IPA CREWMEMBER VEBA TRUST?
The 990 for the year ended December 31, 2024 names William Brian Norris.
Who are the officers and directors of IPA CREWMEMBER VEBA TRUST?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does IPA CREWMEMBER VEBA TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $8,488,512, expenses of $966,483 and total assets of $40,328,353 at year end.

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