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Nonprofit · EIN 31-1150715

LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST

Tax-exempt · EVANSVILLE, IN 47710

Financials

$11.4M$11.3M2021$9.8M$10.4M2022$11.3M$11.4M2023$12M$11.6M2024
Revenue Expenses · by fiscal year end
Financials of LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$11,994,028$11,588,205$405,823$610,034$0$610,034
March 31, 2024990$11,316,962$11,396,585-$79,623$204,211$0$204,211
March 31, 2023990$9,764,249$10,388,508-$624,259$283,834$0$283,834
March 31, 2022990$11,362,952$11,323,492$39,460$908,093$0$908,093
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$11,994,028
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$10,784,020
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$11,588,205

Balance sheet and other

Total assets, start of year
$204,211
Total assets, end of year
$610,034
Total liabilities, end of year
$0
Net assets, end of year
$610,034
Gross unrelated business income
$11,994,028
Gross receipts
$11,994,028
Employees
0
Volunteers
0
Year formed
1984
State of legal domicile
IN

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JEFF SANKOVITCHTRUSTEE
Trustee or director, Officer
2$0
LAURA ABERNATHYTRUSTEE
Trustee or director
2$0
TIMOTHY MALOTTETRUSTEE
Trustee or director
2$0
JAMES HUDOCKTRUSTEE
Trustee or director
2$0
990 for the year ended March 31, 2024: 4 people
NameTitleHours / weekCompensation
JEFF SANKOVITCHTRUSTEE
Trustee or director, Officer
2$0
LAURA ABERNATHYTRUSTEE
Trustee or director
2$0
TIMOTHY MALOTTETRUSTEE
Trustee or director
2$0
JAMES HUDOCKTRUSTEE
Trustee or director
2$0
990 for the year ended March 31, 2023: 4 people
NameTitleHours / weekCompensation
JEFF SANKOVITCHTRUSTEE
Trustee or director, Officer
2$0
LAURA ABERNATHYTRUSTEE
Trustee or director
2$0
TIMOTHY MALOTTETRUSTEE
Trustee or director
2$0
JAMES HUDOCKTRUSTEE
Trustee or director
2$0
990 for the year ended March 31, 2022: 4 people
NameTitleHours / weekCompensation
JEFF SANKOVITCHTRUSTEE
Trustee or director, Officer
2$0
LAURA ABERNATHYTRUSTEE
Trustee or director
2$0
TIMOTHY MALOTTETRUSTEE
Trustee or director
2$0
JAMES HUDOCKTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
1220 W MICHIGAN ST, EVANSVILLE, IN 47710-1452
In care of
% PENSION COMMITTEE OF LEWIS BROTHE
Principal officer (990 for 2024)
BROTHERSTIM MALOTTE, 500 NORTH FULTON AVENUE, EVANSVILLE, IN 47710
Signed the 990
BROTHERSTIM MALOTTE, TRUSTEE
Phone
(812) 425-4642
Return prepared by
ATLAS CPAS & ADVISORS PLLC

Mission

PROVIDING HEALTH CARE BENEFITS

990 for the year ended March 31, 2025

Program accomplishments

  • THE PLAN HAS BEEN ESTABLISHED TO PROVIDE COVERAGE FOR EXPENSES RELATING TO HOSPITALIZATION, SURGICAL CARE, AND PHARMACY BENEFITS FOR THE EMPLOYEES OF LEWIS BROTHERS BAKERIES, INC.. THERE ARE APPROXIMATELY 796 PARTICIPANTS IN THE PLAN.
    Expenses $11,588,205 · revenue $11,994,028

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 March, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
31-1150715
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1988
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$610,034
Income (IRS master file)
$11,994,028

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$11,994,028$11,588,205$610,034XML
990March 2024$11,316,962$11,396,585$204,211XML
990March 2023$9,764,249$10,388,508$283,834XML
990March 2022$11,362,952$11,323,492$908,093XML
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 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 31-1150715).

Questions about LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST

What is the EIN of LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST is 31-1150715.
Is LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
Are donations to LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT 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 LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST?
The 990 for the year ended March 31, 2025 names BROTHERSTIM MALOTTE.
Who are the officers and directors of LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST?
The 990 for the year ended March 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LEWIS BROTHERS BAKERIES INC EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended March 31, 2025 it reported revenue of $11,994,028, expenses of $11,588,205 and total assets of $610,034 at year end.

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