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Nonprofit · EIN 30-0496315

IDAHO AGC SELF-FUNDED BENEFIT TR

Also known as MIKE BURKE TTEE

Tax-exempt · BOISE, ID 83702

Financials

$22.2M$22.4M2023$27.5M$26.2M2024
Revenue Expenses · by fiscal year end
Financials of IDAHO AGC SELF-FUNDED BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$27,521,025$26,151,092$1,369,933$12,896,501$4,895,455$8,001,046
December 31, 2023990$22,235,746$22,436,555-$200,809$10,826,429$4,266,410$6,560,019
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$27,130,815
Investment income
$390,210
Net gain from sales of assets
$73,850
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$21,117,275
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$29,707
Accounting fees
$13,700
Travel
$538

Balance sheet and other

Total assets, start of year
$10,826,429
Total assets, end of year
$12,896,501
Total liabilities, end of year
$4,895,455
Net assets, end of year
$8,001,046
Publicly traded securities
$5,305,124
Net assets without donor restrictions
$8,001,046
Gross receipts
$27,972,611
Employees
0
Volunteers
0
Year formed
2008
State of legal domicile
ID

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
ADAM WARRCHAIR
Trustee or director
1$0
REBECCA STRICKLANDVICE-CHAIR
Trustee or director
1$0
HEIDI LOCKNERTRUSTEE
Trustee or director
1$0
JILL BELLTRUSTEE
Trustee or director
1$0
KORI BONNEYTRUSTEE
Trustee or director
1$0
WAYLIN LEWISTRUSTEE
Trustee or director
1$0
KEVIN BROWNTRUSTEE
Trustee or director
1$0
WAYNE HAMMONEXECUTIVE DIRECTOR
Officer
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ADAM WARRCHAIR
Trustee or director
1$0
REBECCA STRICKLANDVICE-CHAIR
Trustee or director
1$0
SHAYE WEBSTERTRUSTEE
Trustee or director
1$0
JILL BELLTRUSTEE
Trustee or director
1$0
KORI BONNEYTRUSTEE
Trustee or director
1$0
WAYLIN LEWISTRUSTEE
Trustee or director
1$0
KEVIN BROWNTRUSTEE
Trustee or director
1$0
WAYNE HAMMONEXECUTIVE DIRECTOR
Officer
1$0

Address and contacts

Address (IRS master file)
1649 W SHORELINE DR STE 100, BOISE, ID 83702-6701
Principal officer (990 for 2024)
WAYNE HAMMON, 1649 WEST SHORELINE DR 100, BOISE, ID 83702
Signed the 990
WAYNE HAMMON, EXECUTIVE DIRECTOR, IDAHO AGC, INC.
Phone
(208) 344-2531
Return prepared by
SORREN INC

Mission

TO RECEIVE CONTRIBUTIONS AND HOLD, MANAGE, INVEST, AND REINVEST, TRUST PROPERTY AND ALL INCOME FROM SUCH PROPERTY AS REQUIRED BY THE EMPLOYMENT RETIREMENT INCOME SECURITY ACT OF 1974.

990 for the year ended December 31, 2024

Program accomplishments

  • WORKING THROUGH THE AGC BENEFIT TRUST TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES OF PARTICIPATING MEMBER FIRMS OF THE IDAHO AGC.

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
30-0496315
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
Assets (IRS master file)
$12,896,501
Income (IRS master file)
$27,972,611

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$27,521,025$26,151,092$12,896,501XML
990December 2023$22,235,746$22,436,555$10,826,429XML
990December 2022$16,244,303$13,330,703$9,716,481IRS
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 30-0496315).

Questions about IDAHO AGC SELF-FUNDED BENEFIT TR

What is the EIN of IDAHO AGC SELF-FUNDED BENEFIT TR?
The employer identification number (EIN) of IDAHO AGC SELF-FUNDED BENEFIT TR is 30-0496315.
Is IDAHO AGC SELF-FUNDED BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
Are donations to IDAHO AGC SELF-FUNDED BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IDAHO AGC SELF-FUNDED BENEFIT 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 IDAHO AGC SELF-FUNDED BENEFIT 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 IDAHO AGC SELF-FUNDED BENEFIT 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 IDAHO AGC SELF-FUNDED BENEFIT TR?
The 990 for the year ended December 31, 2024 names WAYNE HAMMON.
Who are the officers and directors of IDAHO AGC SELF-FUNDED BENEFIT TR?
The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
How much revenue does IDAHO AGC SELF-FUNDED BENEFIT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $27,521,025, expenses of $26,151,092 and total assets of $12,896,501 at year end.

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