Nonprofit · EIN 20-7044058
COWLES COMPANY MEDICAL PLAN VEBA TRUST
Also known as STEVEN R RECTOR TTEE
Tax-exempt · SPOKANE, WA 99201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,414,701 | $3,898,806 | $515,895 | $3,196,489 | $335,289 | $2,861,200 |
| December 31, 2023 | 990 | $4,084,914 | $4,467,903 | -$382,989 | $3,155,854 | $810,549 | $2,345,305 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,338,153
- Investment income
- $76,548
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,138,110
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $11,800
- Program services (functional)
- $3,884,506
- Management and general (functional)
- $14,300
Balance sheet and other
- Total assets, start of year
- $3,155,854
- Total assets, end of year
- $3,196,489
- Total liabilities, end of year
- $335,289
- Net assets, end of year
- $2,861,200
- Gross receipts
- $4,414,701
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- WA
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 |
|---|---|---|---|
| Steven Rector | Trustee Trustee or director | 0 | $0 |
| Michelle Nielsen | Trustee Trustee or director | 0 | $0 |
| Toni Weatherwax | Trustee Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Steven Rector | Trustee Trustee or director | 0 | $0 |
| Michelle Nielsen | Trustee Trustee or director | 0 | $0 |
| Toni Weatherwax | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 999 W RIVERSIDE AVE STE 603, SPOKANE, WA 99201-1005
- In care of
- % STEVEN RECTOR
- Principal officer (990 for 2024)
- Steven Rector, 999 W RIVERSIDE AVE STE 603, SPOKANE, WA 992011006
- Signed the 990
- Matthew Nielsen, Treasurer
- Phone
- (509) 459-5219
Mission
None
Program accomplishments
- Provide approved medical services through a VEBA trust to covered participants in accordance with the provisions of the Plan document. An average of 368 participants employee and their covered dependents were enrolled for the 2024 plan year.Expenses $3,898,806 · revenue $4,414,701
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
- 20-7044058
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,196,489
- Income (IRS master file)
- $4,414,701
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,414,701 | $3,898,806 | $3,196,489 | IRS |
| 990 | December 2023 | $4,084,914 | $4,467,903 | $3,155,854 | XML |
| 990 | December 2022 | $3,658,373 | $3,347,450 | $2,989,389 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 20-7044058).
Questions about COWLES COMPANY MEDICAL PLAN VEBA TRUST
- What is the EIN of COWLES COMPANY MEDICAL PLAN VEBA TRUST?
- The employer identification number (EIN) of COWLES COMPANY MEDICAL PLAN VEBA TRUST is 20-7044058.
- Is COWLES COMPANY MEDICAL PLAN VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to COWLES COMPANY MEDICAL PLAN VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COWLES COMPANY MEDICAL PLAN VEBA 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 COWLES COMPANY MEDICAL PLAN VEBA 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 COWLES COMPANY MEDICAL PLAN VEBA 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 COWLES COMPANY MEDICAL PLAN VEBA TRUST?
- The 990 for the year ended December 31, 2024 names Steven Rector.
- Who are the officers and directors of COWLES COMPANY MEDICAL PLAN VEBA TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does COWLES COMPANY MEDICAL PLAN VEBA TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,414,701, expenses of $3,898,806 and total assets of $3,196,489 at year end.
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