Nonprofit · EIN 35-2666649
CITY OF COEUR DALENE EMPLOYEE BENEFITS TR
Also known as VONNIE JENSEN TTEE
Tax-exempt · COEUR D ALENE, ID 83814
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $6,786,431 | $6,367,623 | $418,808 | $4,203,025 | $629,947 | $3,573,078 |
| September 30, 2024 | 990 | $6,720,649 | $6,497,932 | $222,717 | $4,072,768 | $918,498 | $3,154,270 |
| September 30, 2023 | 990 | $5,865,717 | $5,244,960 | $620,757 | $3,794,876 | $863,323 | $2,931,553 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,210,558
- Investment income
- $124,931
- Other revenue
- $450,942
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $4,072,768
- Total assets, end of year
- $4,203,025
- Total liabilities, end of year
- $629,947
- Net assets, end of year
- $3,573,078
- Gross receipts
- $6,786,431
- Employees
- 0
- Volunteers
- 5
- Year formed
- 2020
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL R ADAMS | BOARD CHAIR Trustee or director, Officer | – | $0 |
| MICHAEL BECKER | TRUSTEE Trustee or director | – | $0 |
| BILL DODD | VICE CHAIR Trustee or director, Officer | – | $0 |
| KATHARINE EBNER | TREASURER Trustee or director, Officer | – | $0 |
| MELISSA TOSI | SECRETARY Trustee or director, Officer | – | $0 |
990 for the year ended September 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL R ADAMS | BOARD CHAIR Trustee or director | – | $0 |
| BILL DODD | VICE CHAIR Trustee or director, Officer | – | $0 |
| VONNIE JENSEN | TREASURER Trustee or director, Officer | – | $0 |
| MELISSA TOSI | SECRETARY Trustee or director, Officer | – | $0 |
990 for the year ended September 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RANDALL R ADAMS | BOARD CHAIR Trustee or director | – | $0 |
| BILL DODD | VICE CHAIR Trustee or director, Officer | – | $0 |
| VONNIE JENSEN | TREASURER Trustee or director, Officer | – | $0 |
| MELISSA TOSI | SECRETARY Trustee or director, Officer | – | $0 |
Address and contacts
- Address (IRS master file)
- 710 E MULLAN AVE, COEUR D ALENE, ID 83814-3958
- Principal officer (990 for 2024)
- RANDALL R ADAMS
- Signed the 990
- KATHARINE EBNER, TREASURER
- Phone
- (208) 769-2225
- Website
- CDAID.ORG
- Return prepared by
- ALPINE SUMMIT CPAS
Mission
THE CITY OF COEUR D'ALENE EMPLOYEE BENEFITS TRUST WAS ESTABLISHED TO PROVIDE HEALTHCARE COVERAGE FOR ITS EMPLOYEES THROUGH A SELF-FUNDED HEALTHCARE BENEFIT PLAN. THE PLAN WAS APPROVED BY THE STATE OF IDAHO DEPARTMENT OF INSURANCE IN DECEMBER OF 2019 THE PLAN IS FUNDED THROUGH CONTRIBUTIONS FROM BOTH THE CITY AND THE EMPLOYEES. THE PLAN IS FUNDED THROUGH AN IRREVOCABLE TRUST FUND IN ACCORDANCE WITH THE TERMS SET FORTH IN CHAPTER 40, TITLE 41, OF THE IDAHO CODE. THE PLAN AND THE IRREVOCABLE TRUST FUND ARE MANAGED AND ADMINISTERED BY TRUSTEES THROUGH AN ENTITY THAT IS SEPARATE AND INDEPENDENT FROM THE CITY OF COEUR D'ALENE. ALL FUNDS CONTRIBUTED TO THE IRREVOCABLE TRUST FUND ARE FIDUCIARY FUNDS HELD IN THE NAME OF THE PLAN FOR THE BENEFIT OF ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS. THE PLAN WAS INITIATED ON JANUARY 1, 2020. THE ACTIVITIES OF THE TRUST ARE 100% DEDICATED TO PROVIDING HEALTHCARE BENEFITS TO THE EMPLOYEES OF THE CITY OF COEUR D'ALENE AND THEIR DEPENDENTS. THE ACTIVITIES OF T
Program accomplishments
- PROVIDING OPTIONAL HEALTH CARE BENEFITS TO THE EMPLOYEES OF THE CITY OF COEUR D ALENE.Expenses $6,367,623 · revenue $6,210,558
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 35-2666649
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $4,203,025
- Income (IRS master file)
- $6,786,431
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $6,786,431 | $6,367,623 | $4,203,025 | IRS |
| 990 | September 2024 | $6,720,649 | $6,497,932 | $4,072,768 | XML |
| 990 | September 2023 | $5,865,717 | $5,244,960 | $3,794,876 | XML |
| 990 | September 2022 | $5,696,325 | $5,336,081 | $3,216,593 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 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 35-2666649).
Questions about CITY OF COEUR DALENE EMPLOYEE BENEFITS TR
- What is the EIN of CITY OF COEUR DALENE EMPLOYEE BENEFITS TR?
- The employer identification number (EIN) of CITY OF COEUR DALENE EMPLOYEE BENEFITS TR is 35-2666649.
- Is CITY OF COEUR DALENE EMPLOYEE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to CITY OF COEUR DALENE EMPLOYEE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CITY OF COEUR DALENE EMPLOYEE BENEFITS 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 CITY OF COEUR DALENE EMPLOYEE BENEFITS TR due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CITY OF COEUR DALENE EMPLOYEE BENEFITS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CITY OF COEUR DALENE EMPLOYEE BENEFITS TR?
- The 990 for the year ended September 30, 2025 names RANDALL R ADAMS.
- Who are the officers and directors of CITY OF COEUR DALENE EMPLOYEE BENEFITS TR?
- The 990 for the year ended September 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does CITY OF COEUR DALENE EMPLOYEE BENEFITS TR have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $6,786,431, expenses of $6,367,623 and total assets of $4,203,025 at year end.
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