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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 88-2394928

PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC

Tax-exempt · CLINTON, IA 52733

Financials

$5K$4K2024
Revenue Expenses · by fiscal year end
Financials of PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990-EZ$5,096$4,065$1,031$63,692$0$63,692
Financial details: 990-EZ for the year ended December 31, 2024

Revenue

Program service revenue
$3,000
Investment income
$2,096

Expenses

Benefits paid to members
$4,065
Compensation of officers, directors and key employees
$0

Balance sheet and other

Total assets, start of year
$59,775
Total assets, end of year
$63,692
Total liabilities, end of year
$0
Net assets, end of year
$63,692
Cash, savings and investments
$63,692
Gross receipts
$5,096

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-EZ for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ALTA TRUSTTRUSTEE0$0
WASHINGTON TRUST BANKTRUSTEE0$0

Address and contacts

Address (IRS master file)
PO BOX 4391, CLINTON, IA 52733-4391
In care of
% CARE OF ONEBRIDGE BENEFITS INC TP
Signed the 990-EZ
PATRICIA REIMANN, TRUSTEE REPRESENTATIVE
Phone
(716) 245-6100
Return prepared by
ONEBRIDGE BENEFITS INC

Mission

THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.

990-EZ for the year ended December 31, 2024

Program accomplishments

  • ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.

What it must file and when

IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file
2023December 31, 2023May 15, 2024Check at the IRS

File the 2025 990-N for PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC

Due May 15, 2026 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
88-2394928
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2025
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Assets (IRS master file)
$63,692
Income (IRS master file)
$5,096

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-EZDecember 2024$5,096$4,065$63,692XML
990-EZDecember 2022–––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 88-2394928).

Questions about PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC

What is the EIN of PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC?
The employer identification number (EIN) of PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC is 88-2394928.
Is PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2025.
Are donations to PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC 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 PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC last file with the IRS?
The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
Who are the officers and directors of PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC?
The 990-EZ for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
How much revenue does PLAN SPONSOR TRUST FOR MONTANA HIGH SCHOOL ASSOC have?
On its 990-EZ for the year ended December 31, 2024 it reported revenue of $5,096, expenses of $4,065 and total assets of $63,692 at year end.

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