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Nonprofit · EIN 93-0792758

WESTERN GROCERS EMPLOYEE BENEFITS TRUST

Tax-exempt · PORTLAND, OR 97269

Financials

$299K$564K2023$176K$176K2024
Revenue Expenses · by fiscal year end
Financials of WESTERN GROCERS EMPLOYEE BENEFITS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$175,997$175,995$2$597,565$48,149$549,416
December 31, 2023990$299,242$564,335-$265,093$587,122$37,708$549,414
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$153,322
Investment income
$22,675
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,982
Compensation of officers, directors and key employees
$12,000
Salaries, compensation and benefits (total)
$12,000
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$587,122
Total assets, end of year
$597,565
Total liabilities, end of year
$48,149
Net assets, end of year
$549,416
Gross receipts
$175,997
Employees
0
Volunteers
5
Year formed
1979
State of legal domicile
OR

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 / weekCompensation
JOE NEYChairman
Trustee or director, Officer
2$12,000
RUDY DORYSecretary
Trustee or director, Officer
2$0
SHELLEY PAULTrustee
Trustee or director
2$0
MARK WARDTrustee
Trustee or director
2$0
TOMMY SMITHTrustee
Trustee or director
2$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
JOE NEYChairman
Trustee or director, Officer
2$12,000
RUDY DORYSEC/TREASURER
Trustee or director, Officer
2$0
SHELLEY PAULTrustee
Trustee or director
2$0
MARK WARDTrustee
Trustee or director
2$0
TOMMY SMITHTrustee
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 22166, PORTLAND, OR 97269-2166
Principal officer (990 for 2024)
JOE NEY, PO Box 22166, Portland, OR 97269
Signed the 990
JOE NEY, Chairman
Phone
(503) 968-2817
Return prepared by
KERN & THOMPSON LLC

Mission

PROVIDING HEALTH AND WELFARE BENEFITS TO ITS MEMBERS AND ASSOCIATE MEMBERS

990 for the year ended December 31, 2024

Program accomplishments

  • HEALTH CARE AND DISABILITY BENEFITS FOR EMPLOYEES OF PARTICIPATING EMPLOYERS. STARTING ON 1/1/20, PACIFIC SOURCE HEALTH INSURANCE COMPANY INSURES WESTERN GROCERS TRUST BENEFITS.

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
93-0792758
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$597,565
Income (IRS master file)
$175,997

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$175,997$175,995$597,565XML
990December 2023$299,242$564,335$587,122XML
990December 2022$267,569$525,958$857,032IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 93-0792758).

Questions about WESTERN GROCERS EMPLOYEE BENEFITS TRUST

What is the EIN of WESTERN GROCERS EMPLOYEE BENEFITS TRUST?
The employer identification number (EIN) of WESTERN GROCERS EMPLOYEE BENEFITS TRUST is 93-0792758.
Is WESTERN GROCERS EMPLOYEE BENEFITS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9).
Which annual return does WESTERN GROCERS EMPLOYEE BENEFITS 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 WESTERN GROCERS EMPLOYEE BENEFITS 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 WESTERN GROCERS EMPLOYEE BENEFITS 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 WESTERN GROCERS EMPLOYEE BENEFITS TRUST?
The 990 for the year ended December 31, 2024 names JOE NEY.
Who are the officers and directors of WESTERN GROCERS EMPLOYEE BENEFITS TRUST?
The 990 for the year ended December 31, 2024 lists 5 people; 1 received compensation from the organization, the highest $12,000 (JOE NEY, Chairman).
How much revenue does WESTERN GROCERS EMPLOYEE BENEFITS TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $175,997, expenses of $175,995 and total assets of $597,565 at year end.

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