Nonprofit · EIN 42-1371997
GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT
Also known as C-O GRINNELL COLLEGE
Tax-exempt · GRINNELL, IA 50112
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $14,881,896 | $13,184,400 | $1,697,496 | $4,322,634 | $5,594 | $4,317,040 |
| June 30, 2024 | 990 | $5,293,098 | $14,223,760 | -$8,930,662 | $2,623,743 | $4,199 | $2,619,544 |
| June 30, 2023 | 990 | $11,654,708 | $11,230,082 | $424,626 | $11,550,675 | $469 | $11,550,206 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,832,811
- Investment income
- $49,085
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $11,385,990
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,623,743
- Total assets, end of year
- $4,322,634
- Total liabilities, end of year
- $5,594
- Net assets, end of year
- $4,317,040
- Publicly traded securities
- $3,674,722
- Gross receipts
- $14,881,896
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1991
- State of legal domicile
- IA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE HARRIS | TRUSTEE Trustee or director | 1 | $0 | $683,241 | $144,559 |
| GERMAINE GROSS | TRUSTEE Trustee or director | 1 | $0 | $477,363 | $55,321 |
| BERONDA MONTGOMERY | TRUSTEE Trustee or director | 1 | $0 | $317,525 | $51,822 |
| NANCY COMBS | FORMER TRUSTEE Trustee or director | 1 | $0 | $208,820 | $31,926 |
| ELANE MARZLUFF | FORMER TRUSTEE Trustee or director | 1 | $0 | $188,379 | $30,328 |
990 for the year ended June 30, 2024: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE HARRIS | TRUSTEE Trustee or director | 1 | $0 | $627,118 | $160,926 |
| GERMAINE GROSS | TRUSTEE Trustee or director | 1 | $0 | $409,550 | $54,438 |
| BERONDA MONTGOMERY | TRUSTEE Trustee or director | 1 | $0 | $307,128 | $51,388 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANNE HARRIS | TRUSTEE Trustee or director | 1 | $0 | $618,102 | $152,546 |
| GERMAINE GROSS | TRUSTEE Trustee or director | 1 | $0 | $235,893 | $26,102 |
| BERONDA MONTGOMERY | TRUSTEE Trustee or director | 1 | $0 | $168,728 | $28,640 |
Address and contacts
- Address (IRS master file)
- 733 BROAD ST, GRINNELL, IA 50112-2227
- Principal officer (990 for 2024)
- GERMAINE GROSS, 733 BROAD STREET ACCOUNTING, GRINNELL, IA 501121690
- Signed the 990
- GERMAINE GROSS, VP FOR FINANCE & TREASURER
- Phone
- (641) 269-9700
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROVIDES GROUP HEALTH INSURANCE FOR ELIGIBLE EMPLOYEES OF GRINNELL COLLEGE.
Program accomplishments
- PROVIDE GROUP HEALTH INSURANCE FOR ELIGIBLE EMPLOYEES OF GRINNELL COLLEGE WHO CHOOSE TO PARTICIPATE. THE PLAN, ADMINISTERED BY WELLMARK, AS OF JUNE 30 2025, PROVIDES BENEFITS TO APPROXIMATELY 886 ACTIVE EMPLOYEES, EARLY RETIREES AND SURVIVING SPOUSES IN ADDITION TO THEIR ELIGIBLE FAMILY 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 42-1371997
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1992
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,322,634
- Income (IRS master file)
- $14,881,896
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,881,896 | $13,184,400 | $4,322,634 | IRS |
| 990 | June 2024 | $5,293,098 | $14,223,760 | $2,623,743 | XML |
| 990 | June 2023 | $11,654,708 | $11,230,082 | $11,550,675 | XML |
| 990 | June 2022 | $10,252,534 | $10,301,542 | $11,125,580 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 42-1371997).
Questions about GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT
- What is the EIN of GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT?
- The employer identification number (EIN) of GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT is 42-1371997.
- Is GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
- Are donations to GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT 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 GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT?
- The 990 for the year ended June 30, 2025 names GERMAINE GROSS.
- Who are the officers and directors of GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does GRINNELL COLLEGE MEDICAL BENEFIT PLAN TRUST AGREEMENT have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,881,896, expenses of $13,184,400 and total assets of $4,322,634 at year end.
Other nonprofits in GRINNELL
- THE TRUSTEES OF GRINNELL COLLEGE EIN 42-0680387 · last filed 990 for 2025
- GRINNELL REGIONAL MEDICAL CENTER EIN 42-0933383 · last filed 990 for 2024
- ST FRANCIS MANOR INC EIN 42-1056708 · last filed 990 for 2025
- MAYFLOWER HOMES INC EIN 42-0727497 · last filed 990 for 2025
- JOHN M CAMPBELL TRUST EIN 42-6055488 · last filed 990-PF for 2025
- GREATER POWESHIEK COMMUNITY FOUNDATION EIN 42-1298055 · last filed 990 for 2025
- THE CLAUDE W AND DOLLY AHRENS FOUNDATION CORPORATION EIN 39-1906775 · last filed 990-PF for 2024
- GRINNELL MUTUAL GROUP FOUNDATION EIN 42-1308146 · last filed 990-PF for 2025