Nonprofit · EIN 27-1395316
BKS EMPLOYEE BENEFITS TRUST INC
Tax-exempt · TOPEKA, KS 66629
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $45,873,227 | $44,705,587 | $1,167,640 | $10,193,948 | $3,520,898 | $6,673,050 |
| December 31, 2023 | 990 | $40,057,148 | $39,383,211 | $673,937 | $8,393,332 | $2,887,922 | $5,505,410 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $45,604,231
- Investment income
- $268,996
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $44,587,886
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $8,393,332
- Total assets, end of year
- $10,193,948
- Total liabilities, end of year
- $3,520,898
- Net assets, end of year
- $6,673,050
- Gross unrelated business income
- $268,996
- Gross receipts
- $45,873,227
- Employees
- 0
- Volunteers
- 12
- Year formed
- 2009
- State of legal domicile
- KS
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nicki Flanagan | President | 0 | $0 | $798,560 | $17,286 |
| Peter D Didio | Treasurer Trustee or director, Officer | 1 | $0 | $329,427 | $23,573 |
| Connie Fulton | President Trustee or director, Officer | 1.5 | $0 | $270,852 | $12,393 |
| Shelley King | Secretary Trustee or director, Officer | 1 | $0 | $215,953 | $17,133 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Nicki Flanagan | President | 0 | $0 | $534,568 | $18,353 |
| Peter D Didio | Treasurer Trustee or director, Officer | 1 | $0 | $311,232 | $38,931 |
| Connie Fulton | President Trustee or director, Officer | 1.5 | $0 | $231,043 | $21,006 |
| Shelley King | Secretary Trustee or director, Officer | 0.5 | $0 | $203,119 | $33,156 |
| Sarah Peterson-Herr | Secretary Trustee or director, Officer | 0.5 | $0 | $100,502 | $17,234 |
Address and contacts
- Address (IRS master file)
- 1133 SW TOPEKA BLVD, TOPEKA, KS 66629-0001
- In care of
- % PETE DIDIO
- Principal officer (990 for 2024)
- Margaret Okunoren
- Signed the 990
- Margaret Okunoren, Treasurer
- Phone
- (785) 291-7792
Mission
BKS Employee Benefits Trust, Inc. shall establish and maintain one or more health and welfare plans for the payment of life, sickness, accident and other similar benefits which shall constitute an employee welfare benefit plan within the meaning of the Employee Retirement Income Security Act of 1974.
Program accomplishments
- Funding of welfare benefits plan for employees, retirees and their dependents
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
- 27-1395316
- 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)
- $10,193,948
- Income (IRS master file)
- $45,873,227
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $45,873,227 | $44,705,587 | $10,193,948 | IRS |
| 990 | December 2023 | $40,057,148 | $39,383,211 | $8,393,332 | XML |
| 990 | December 2022 | $33,019,265 | $34,456,183 | $7,483,439 | 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 27-1395316).
Questions about BKS EMPLOYEE BENEFITS TRUST INC
- What is the EIN of BKS EMPLOYEE BENEFITS TRUST INC?
- The employer identification number (EIN) of BKS EMPLOYEE BENEFITS TRUST INC is 27-1395316.
- Is BKS EMPLOYEE BENEFITS TRUST INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to BKS EMPLOYEE BENEFITS TRUST INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BKS EMPLOYEE BENEFITS TRUST INC 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 BKS EMPLOYEE BENEFITS TRUST INC 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 BKS EMPLOYEE BENEFITS TRUST INC 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 BKS EMPLOYEE BENEFITS TRUST INC?
- The 990 for the year ended December 31, 2024 names Margaret Okunoren.
- Who are the officers and directors of BKS EMPLOYEE BENEFITS TRUST INC?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does BKS EMPLOYEE BENEFITS TRUST INC have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $45,873,227, expenses of $44,705,587 and total assets of $10,193,948 at year end.
Other nonprofits in TOPEKA
- KANSAS BANKERS ASSOCIATION WELFARE BENEFIT FUND EIN 46-6532359 · last filed 990 for 2025
- SECURITY BENEFIT HRA INDIANA VEBA TR EIN 27-6955554 · last filed 990 for 2024
- LEADINGAGE KANSAS EMPLOYEE BENEFITS INC EIN 82-2030620 · last filed 990 for 2025
- SECURITY BENEFIT HEALTHCARE REIMBURSEMENT EIN 45-4862838 · last filed 990 for 2024
- SECURITY BENEFIT HEALTHCARE REIMBURSEMENT ACCOUNT TRUST FOR EIN 45-4862892 · last filed 990 for 2024
- SECURITY BENEFIT HEALTHCARE REIMBURSEMENT ACCOUNT HRA EIN 45-4862927 · last filed 990 for 2024
- SECURITY BENEFIT HEALTHCARE REIMBURSEMENT ACCOUNT EIN 45-4890919 · last filed 990 for 2024
- SECURITY BENEFIT HEALTHCARE REIMBURSEMENT ACCOUNT EIN 45-4878394 · last filed 990 for 2024
All nonprofits in TOPEKA · Kansas · Mutual and membership benefit