Nonprofit · EIN 27-1106100
KERRY HEALTH CARE REIMBURSEMENT TRUST
Tax-exempt · BELOIT, WI 53511
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $190,534 | $179,604 | $10,930 | $3,374,599 | $0 | $3,374,599 |
| December 31, 2024 | 990 | $244,274 | $179,700 | $64,574 | $3,363,642 | $0 | $3,363,642 |
| December 31, 2023 | 990 | $237,652 | $179,683 | $57,969 | $3,299,080 | $0 | $3,299,080 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $57,891
- Investment income
- $132,643
- Tax-exempt bond proceeds
- $132,643
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $171,285
- Compensation of officers, directors and key employees
- $500
- Salaries, compensation and benefits (total)
- $500
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $3,363,642
- Total assets, end of year
- $3,374,599
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,374,599
- Publicly traded securities
- $639
- Gross unrelated business income
- $132,643
- Gross receipts
- $360,613
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- State of legal domicile
- WI
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US BANK NA TRUST & CUSTODY | TRUSTEE Institutional trustee | 1 | $0 | $500 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US BANK NA TRUST & CUSTODY | TRUSTEE Institutional trustee | 1 | $0 | $1,501 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US BANK NA TRUST & CUSTODY | TRUSTEE Institutional trustee | 1 | $0 | $750 |
Address and contacts
- Address (IRS master file)
- 3330 MILLINGTON RD, BELOIT, WI 53511-9542
- In care of
- % US BANK NA TRUST & CUSTODY
- Principal officer (990 for 2025)
- US BANK NA TRUST CUSTOD, 60 LIVINGSTON AVENUE, ST PAUL, MN 55107
- Signed the 990
- US BANK NA TRUST CUSTODY, DIRECTED TRUSTEE
- Phone
- (608) 363-1200
- Return prepared by
- GRANT THORNTON ADVISORS LLC
Mission
TO FUND HEALTH REIMBURSEMENT ARRANGEMENT BENEFITS.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT FUNDED BY ORGANIZATION HAD APPROXIMATELY 200 PARTICIPANTS (ACTIVE OR TERMED), OF WHICH 64 WERE ACTIVE AND STILL ACCRUING AN ANNUAL BENEFIT INCLUDING RECEIPT OF MEDICAL CARE REIMBURSEMENT IN THE AMOUNT OF $171,285.
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 | 990 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
- 27-1106100
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,374,599
- Income (IRS master file)
- $360,613
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $190,534 | $179,604 | $3,374,599 | XML |
| 990 | December 2024 | $244,274 | $179,700 | $3,363,642 | IRS |
| 990 | December 2023 | $237,652 | $179,683 | $3,299,080 | XML |
| 990 | December 2022 | $134,291 | $249,145 | $3,241,098 | 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 27-1106100).
Questions about KERRY HEALTH CARE REIMBURSEMENT TRUST
- What is the EIN of KERRY HEALTH CARE REIMBURSEMENT TRUST?
- The employer identification number (EIN) of KERRY HEALTH CARE REIMBURSEMENT TRUST is 27-1106100.
- Is KERRY HEALTH CARE REIMBURSEMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to KERRY HEALTH CARE REIMBURSEMENT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does KERRY HEALTH CARE REIMBURSEMENT 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 KERRY HEALTH CARE REIMBURSEMENT TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did KERRY HEALTH CARE REIMBURSEMENT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of KERRY HEALTH CARE REIMBURSEMENT TRUST?
- The 990 for the year ended December 31, 2025 names US BANK NA TRUST CUSTOD.
- Who are the officers and directors of KERRY HEALTH CARE REIMBURSEMENT TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does KERRY HEALTH CARE REIMBURSEMENT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $190,534, expenses of $179,604 and total assets of $3,374,599 at year end.
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