Nonprofit · EIN 27-1141647
OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR
Also known as OCU RETIREMENT HEALTH SAVINGS PLAN
Tax-exempt (reinstated) · CHARLOTTE, NC 28262
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $27,993 | $30,741 | -$2,748 | $615,057 | $0 | $615,057 |
| December 31, 2023 | 990 | $17,063 | $21,354 | -$4,291 | $601,975 | $0 | $601,975 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,059
- Investment income
- $26,934
- Net gain from sales of assets
- $752
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $30,069
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $30,069
- Management and general (functional)
- $672
Balance sheet and other
- Total assets, start of year
- $601,975
- Total assets, end of year
- $615,057
- Total liabilities, end of year
- $0
- Net assets, end of year
- $615,057
- Publicly traded securities
- $579,842
- Gross receipts
- $88,482
- Employees
- 0
- Year formed
- 2009
- State of legal domicile
- OK
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 |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $1,500 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $1,500 |
Address and contacts
- Address (IRS master file)
- 8625 ANDREW CARNEGIE BLVD, CHARLOTTE, NC 28262-8551
- In care of
- % CORP TAX
- Principal officer (990 for 2024)
- Donna S Nance, 2501 N Blackwelder Avenue, Oklahoma City, OK 73106
- Signed the 990
- DENISE BECHARD, VICE PRESIDENT
- Phone
- (877) 535-3910
- Website
- www.okcu.edu
- Return prepared by
- DELOITTE TAX LLP
Mission
TO PROVIDE RETIREE HEALTH BENEFITS TO THE EMPLOYER'S FORMER EMPLOYEES AND THEIR SPOUSES AND DEPENDENTS, ALTHOUGH OTHER BENEFITS MAY BE PROVIDED AS DESCRIBED IN THE PLAN DOCUMENT.
Program accomplishments
- HEALTH BENEFITS AND INSURANCE PREMIUMS PAID TO MEMBERS.
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
- 27-1141647
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2014
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $615,057
- Income (IRS master file)
- $88,482
Revocation and reinstatement
- Exemption revoked
- November 15, 2012
- Posted by the IRS
- March 11, 2013
- Reinstated
- Effective November 15, 2012
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $27,993 | $30,741 | $615,057 | IRS |
| 990 | December 2023 | $17,063 | $21,354 | $601,975 | XML |
| 990 | December 2022 | $30,171 | $23,091 | $565,835 | 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 27-1141647).
Questions about OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR
- What is the EIN of OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR?
- The employer identification number (EIN) of OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR is 27-1141647.
- Is OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR tax-exempt?
- Yes. The IRS revoked its exemption on November 15, 2012 and reinstated it effective November 15, 2012.
- Are donations to OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR 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 OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR 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 OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR 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 OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR?
- The 990 for the year ended December 31, 2024 names Donna S Nance.
- Who are the officers and directors of OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $1,500 (TIAA TRUST NA, TRUSTEE).
- How much revenue does OCU RETIRMENT HEALTH SAVINGS BENEFITS VEBA TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $27,993, expenses of $30,741 and total assets of $615,057 at year end.
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