Nonprofit · EIN 85-6753887
KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN
Also known as MATRIX TRUST COMPANY TTEE
Tax-exempt · SPRINGFIELD, OH 45502
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $47,781,137 | $46,094,981 | $1,686,156 | $10,215,106 | $0 | $10,215,106 |
| December 31, 2023 | 990 | $34,231,169 | $33,040,585 | $1,190,584 | $7,409,063 | $0 | $7,409,063 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $47,696,964
- Investment income
- $84,173
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $43,233,142
- Compensation of officers, directors and key employees
- $12,043
- Salaries, compensation and benefits (total)
- $12,043
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $8,528,950
- Total assets, end of year
- $10,215,106
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,215,106
- Gross unrelated business income
- $84,173
- Gross receipts
- $47,781,137
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- State of legal domicile
- OH
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 |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $12,043 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $11,720 |
Address and contacts
- Address (IRS master file)
- 4401 GATEWAY BLVD, SPRINGFIELD, OH 45502-9339
- In care of
- % STEVEN MAYES
- Mailing address (990-N for 2020)
- 2800 N Central Ave Suite 900, Phoenix AZ 85004
- Principal officer (990 for 2024)
- STEVEN MAYES, 4401 GATEWAY BLVD, SPRINGFIELD, OH 45502
- Signed the 990
- STEVEN MAYES, TREASURER
- Phone
- (937) 525-5533
- Return prepared by
- KPMG LLP
Mission
SECTION 501(C)(9) VEBA TRUST ESTABLISHED TO PROVIDE ONE OR MORE WELFARE BENEFIT PLANS FOR THE BENEFIT OF THOSE EMPLOYEES WHO ARE ELIGIBLE FOR COVERAGE THEREUNDER.
Program accomplishments
- SECTION 501(C)(9) VEBA TRUST ESTABLISHED TO PROVIDE ONE OR MORE WELFARE BENEFIT PLANS FOR THE BENEFIT OF THOSE EMPLOYEES WHO ARE ELIGIBLE FOR COVERAGE THEREUNDER.
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
- 85-6753887
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $10,215,106
- Income (IRS master file)
- $47,781,137
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $47,781,137 | $46,094,981 | $10,215,106 | XML |
| 990 | December 2023 | $34,231,169 | $33,040,585 | $7,409,063 | XML |
| 990 | December 2022 | $34,554,855 | $28,336,384 | $6,218,479 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990-N for 2020 | December 31, 2020 | ≤ $50,000 receipts | – | – | e-Postcard |
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 85-6753887).
Questions about KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN
- What is the EIN of KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN?
- The employer identification number (EIN) of KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN is 85-6753887.
- Is KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN 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 KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN 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 KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN 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 KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN?
- The 990 for the year ended December 31, 2024 names STEVEN MAYES.
- Who are the officers and directors of KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $12,043 (MATRIX TRUST COMPANY, TRUSTEE).
- How much revenue does KCI HOLDING USA EMPLOYEE HEALTH CARE PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $47,781,137, expenses of $46,094,981 and total assets of $10,215,106 at year end.
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