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Nonprofit · EIN 83-0168511

WHITNEY BENEFITS INC

Also known as WHITNEY BENEFITS A CORPORATION

Tax-exempt · SHERIDAN, WY 82801

Financials

$10.8M$7.3M2023$5.2M$5.7M2024
Revenue Expenses · by fiscal year end
Financials of WHITNEY BENEFITS INC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990-PF$5,171,260$5,737,516-$566,256$130,041,783$16,274,215$113,767,568
June 30, 2024990-PF$10,751,224$7,327,849$3,423,375$125,875,039$20,373,047$105,501,992
Financial details: 990-PF for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$11,010
Dividends
$2,272,773
Interest
$321,650
Net rental income
$15,042
Net gain from sales of assets
$2,536,275
Other income
$14,510

Expenses

Grants and similar amounts paid
$4,505,421
Compensation of officers, directors and key employees
$151,375
Salaries, compensation and benefits (total)
$391,963
Disbursements for charitable purposes
$5,076,684
Excise tax on investment income
$63,139

Balance sheet and other

Total assets, start of year
$125,875,039
Total assets, end of year
$130,041,783
Total liabilities, end of year
$16,274,215
Net assets, end of year
$113,767,568
Fair market value of assets
$145,694,462
Qualifying distributions
$6,625,597
Net investment income
$5,145,740

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-PF for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
ERIN KILBRIDE
PO BOX 1035, DAYTON, WY 82836
EXECUTIVE DI40$151,375$32,522
BOBBIE BEARD
1516 YONKEE AVE, SHERIDAN, WY 82801
CONTROLLER
Highest-paid employee
40$119,298$28,355
JENNIFER DESTEFANO
1882 FAIRWAY LANE, SHERIDAN, WY 82801
STUDENT LOAN
Highest-paid employee
40$66,263$24,087
DAVID SANDERS
545 W BURKITT ST, SHERIDAN, WY 82801
MAINT. COORD
Highest-paid employee
40$51,747$20,270
ROY GARBER
PO BOX 386, BIG HORN, WY 82833
PRESIDENT5$0$0
TOM BELUS
30 INDIAN PAINTBRUSH ROAD, SHERIDAN, WY 82801
VICE PRESIDE5$0$0
STEPHEN HOLST
1366 PIONEER ROAD, SHERIDAN, WY 82801
TREASURER5$0$0
ROBERT PRUSAK
1471 DUTCH CREEK ROAD 161, SHERIDAN, WY 82801
DIRECTOR2$0$0
BRANDI BILYEU
1033 COFFEEN AVENUE, SHERIDAN, WY 82801
DIRECTOR2$0$0
NADINE GALE
1235 N MAIN STREET, SHERIDAN, WY 82801
SECRETARY5$0$0
DAVID KINSKEY
203 S MAIN ST STE 3300, SHERIDAN, WY 82801
DIRECTOR2$0$0
MEGAN COOK
12 PINE LANE, SHERIDAN, WY 82801
DIRECTOR2$0$0
PAMELA PELDO
2266 PHEASANT DRAW RD, SHERIDAN, WY 82801
DIRECTOR2$0$0
EMERSON SCOTT
268 TONGUE CANYON RD, DAYTON, WY 82836
DIRECTOR2$0$0
HEIDI RICHINS
735 ILLINOIS ST, SHERIDAN, WY 82801
DIRECTOR2$0$0
1 more people on this return
NameTitleHours / weekCompensation
DAVID SCHULTZ
2062 SUMMIT DR, SHERIDAN, WY 82801
DIRECTOR2$0
990-PF for the year ended June 30, 2024: 17 people
NameTitleHours / weekCompensationOther / benefits
ERIN KILBRIDE
PO BOX 1035, DAYTON, WY 82836
EXECUTIVE DI40$140,219$16,520
BOBBIE BEARD
1516 YONKEE AVE, SHERIDAN, WY 82801
CONTROLLER
Highest-paid employee
40$126,663$14,990
JANET BARNES
39 JEWEL ROAD, SHERIDAN, WY 82801
COORDINATOR
Highest-paid employee
40$78,512$9,377
JENNIFER DESTEFANO
1882 FAIRWAY LANE, SHERIDAN, WY 82801
STUDENT LOAN
Highest-paid employee
40$70,020$8,363
KIM LOVE
PO BOX 5086, SHERIDAN, WY 82801
DIRECTOR2$0$0
ROY GARBER
PO BOX 386, BIG HORN, WY 82833
PRESIDENT5$0$0
TOM BELUS
30 INDIAN PAINTBRUSH ROAD, SHERIDAN, WY 82801
VICE PRESIDE5$0$0
STEPHEN HOLST
1366 PIONEER ROAD, SHERIDAN, WY 82801
TREASURER5$0$0
ROBERT PRUSAK
1471 DUTCH CREEK ROAD 161, SHERIDAN, WY 82801
DIRECTOR2$0$0
BRANDI BILYEU
1033 COFFEEN AVENUE, SHERIDAN, WY 82801
DIRECTOR2$0$0
NADINE GALE
1235 N MAIN STREET, SHERIDAN, WY 82801
SECRETARY5$0$0
DAVID KINSKEY
203 S MAIN ST STE 3300, SHERIDAN, WY 82801
DIRECTOR2$0$0
MEGAN COOK
12 PINE LANE, SHERIDAN, WY 82801
DIRECTOR2$0$0
PAMELA PELDO
2266 PHEASANT DRAW RD, SHERIDAN, WY 82801
DIRECTOR2$0$0
EMERSON SCOTT
268 TONGUE CANYON RD, DAYTON, WY 82836
DIRECTOR2$0$0
HEIDI RICHINS
735 ILLINOIS ST, SHERIDAN, WY 82801
DIRECTOR2$0$0
DAVE SCHULTZ
2062 SUMMIT DR, SHERIDAN, WY 82801
DIRECTOR2$0$0

Address and contacts

Address (IRS master file)
PO BOX 5085, SHERIDAN, WY 82801-1385
Signed the 990-PF
ROY GARBER, PRESIDENT
Phone
(307) 674-7303
Return prepared by
HARKER MELLINGER LLC

What it must file and when

IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990-PF on file
2023June 30, 2024November 15, 2024990-PF on file

IRS record

EIN
83-0168511
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Private non-operating foundation
Donations deductible (Pub 78)
Private foundation, 30% limit
Exempt since
1928
Accounting year ends
June
Files
Form 990-PF
Assets (IRS master file)
$130,041,783
Income (IRS master file)
$22,768,513

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-PFJune 2025$5,171,260$5,737,516$130,041,783XML
990-TJune 2025–––IRS
990-PFJune 2024$10,751,224$7,327,849$125,875,039XML
990-TJune 2024–––IRS
990-PFJune 2023–––IRS
990-TJune 2023–––IRS
990-PFJune 2022–––IRS
990-TJune 2022–––IRS
990-PFJune 2021–––IRS
990-TJune 2021–––IRS
990-PFJune 2019–––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 83-0168511).

Questions about WHITNEY BENEFITS INC

What is the EIN of WHITNEY BENEFITS INC?
The employer identification number (EIN) of WHITNEY BENEFITS INC is 83-0168511.
Is WHITNEY BENEFITS INC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1928.
Are donations to WHITNEY BENEFITS INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
Which annual return does WHITNEY BENEFITS INC file?
Form 990-PF. Private foundations file every year.
When is the next return of WHITNEY BENEFITS INC due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WHITNEY BENEFITS INC last file with the IRS?
The latest return in the IRS public files is the 990-PF for the year ended June 2025.
Who are the officers and directors of WHITNEY BENEFITS INC?
The 990-PF for the year ended June 30, 2025 lists 16 people; 4 received compensation from the organization, the highest $151,375 (ERIN KILBRIDE, EXECUTIVE DI).
How much revenue does WHITNEY BENEFITS INC have?
On its 990-PF for the year ended June 30, 2025 it reported revenue of $5,171,260, expenses of $5,737,516 and total assets of $130,041,783 at year end.

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