Nonprofit · EIN 84-1232395
CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
Tax-exempt · PUEBLO, CO 81003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,495,105 | $3,761,371 | -$1,266,266 | $26,175,064 | $70,170 | $26,104,894 |
| December 31, 2023 | 990 | $1,412,900 | $4,060,510 | -$2,647,610 | $28,182,265 | $37,995 | $28,144,270 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $234,067
- Investment income
- $2,258,269
- Net gain from sales of assets
- $1,146,335
- Other revenue
- $2,769
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,440,358
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,930
- Accounting fees
- $30,685
Balance sheet and other
- Total assets, start of year
- $28,182,265
- Total assets, end of year
- $26,175,064
- Total liabilities, end of year
- $70,170
- Net assets, end of year
- $26,104,894
- Publicly traded securities
- $25,812,519
- Gross receipts
- $8,859,937
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1993
- State of legal domicile
- CO
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 |
|---|---|---|---|
| DAVID KINS | CHAIRMAN - UNION TRUSTEE Trustee or director, Officer | 3 | $3,500 |
| FRANK PAPISH JR | SECRETARY - MANAGEMENT TRU Trustee or director, Officer | 3 | $2,500 |
| JIM OLIVER | MANAGEMENT TRUSTEE Trustee or director | 3 | $2,500 |
| ROBERT BOKAN | MANAGEMENT TRUSTEE Trustee or director | 1 | $1,667 |
| JOHN BARKER | MANAGEMENT TRUSTEE Trustee or director | 3 | $1,000 |
| RACHAEL DAVIS | UNION TRUSTEE Trustee or director | 3 | $0 |
| CHRIS YOUNGMARK | UNION TRUSTEE Trustee or director | 3 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRANK PAPISH JR | SECRETARY - MANAGEMENT TRUSTEE Trustee or director, Officer | 3 | $2,000 |
| JOHN BARKER | MANAGEMENT TRUSTEE Trustee or director | 3 | $2,000 |
| DAVID KINS | CHAIRMAN - UNION TRUSTEE Trustee or director, Officer | 3 | $2,000 |
| RACHAEL DAVIS | UNION TRUSTEE Trustee or director | 3 | $0 |
| JIM OLIVER | MANAGEMENT TRUSTEE Trustee or director | 3 | $0 |
| CHRIS YOUNGMARK | UNION TRUSTEE Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 200 W B ST STE 234, PUEBLO, CO 81003-3574
- In care of
- % DISCIPLINED BENEFIT SVCS
- Principal officer (990 for 2024)
- FRANK PAPISH JR, 200 WEST B STREET SUITE 234, PUEBLO, CO 81003
- Signed the 990
- FRANK PAPISH JR, TRUSTEE
- Phone
- (719) 744-0043
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
PROVIDES COMPREHENSIVE MEDICAL COVERAGE AND LIFE INSURANCE BENEFITS FOR ALL ELIGIBLE PARTICIPANTS, AND MEDICAL COVERAGE FOR THEIR DEPENDENTS.
Program accomplishments
- PROVIDES COMPREHENSIVE MEDICAL COVERAGE AND LIFE INSURANCE BENEFITS FOR ALL ELIGIBLE PARTICIPANTS, AND MEDICAL COVERAGE FOR THEIR DEPENDENTS.
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
- 84-1232395
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $26,175,064
- Income (IRS master file)
- $8,859,937
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,495,105 | $3,761,371 | $26,175,064 | IRS |
| 990 | December 2023 | $1,412,900 | $4,060,510 | $28,182,265 | XML |
| 990 | December 2022 | $1,023,375 | $4,226,823 | $28,998,632 | 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 84-1232395).
Questions about CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST
- What is the EIN of CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST?
- The employer identification number (EIN) of CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST is 84-1232395.
- Is CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION 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 CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION 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 CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION 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 CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST?
- The 990 for the year ended December 31, 2024 names FRANK PAPISH JR.
- Who are the officers and directors of CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST?
- The 990 for the year ended December 31, 2024 lists 7 people; 5 received compensation from the organization, the highest $3,500 (DAVID KINS, CHAIRMAN - UNION TRUSTEE).
- How much revenue does CF&I RETIREES VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,495,105, expenses of $3,761,371 and total assets of $26,175,064 at year end.
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