Nonprofit · EIN 43-1661659
SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST
Tax-exempt · CLINTON, IA 52733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $657,985 | $136,634 | $521,351 | $3,001,535 | $0 | $3,001,535 |
| June 30, 2024 | 990 | $362,416 | $353,852 | $8,564 | $2,873,525 | $0 | $2,873,525 |
| June 30, 2023 | 990 | $670,612 | $412,725 | $257,887 | $2,726,205 | $0 | $2,726,205 |
| June 30, 2022 | 990 | $511,768 | $406,316 | $105,452 | $2,357,502 | $0 | $2,357,502 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $154,740
- Investment income
- $503,245
- Net gain from sales of assets
- $273,097
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $118,895
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $2,873,525
- Total assets, end of year
- $3,001,535
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,001,535
- Publicly traded securities
- $3,001,535
- Gross receipts
- $3,650,485
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- SD
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 | Other / benefits |
|---|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 0 | $0 | $750 |
| ALTA TRUST | TRUSTEE Institutional trustee | 0 | $0 | $8 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $1,500 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIAA TRUST NA | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended June 30, 2022: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| MARK BEDELL | SUPERINTENDE Trustee or director, Officer | 1 | $0 | $359,198 |
| JOHN HERRON | CEO Trustee or director, Officer | 1 | $0 | $301,472 |
| LINDA QUINLEY | CFOO Trustee or director, Officer | 1 | $0 | $241,393 |
| DEBBIE SIRAGUSA | DEP. DIRECTO Trustee or director, Officer | 1 | $0 | $223,559 |
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4391, CLINTON, IA 52733-4391
- Principal officer (990 for 2024)
- PATRICIA REIMANN, PO BOX 4391, CLINTON, IA 527334391
- Signed the 990
- PATRICIA REIMANN, TRUSTEE REPRESENTATIVE
- Phone
- (716) 245-6100
- Return prepared by
- ONEBRIDGE BENEFITS INC
Mission
THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
Program accomplishments
- ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.
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 | Check at the IRS |
IRS record
- EIN
- 43-1661659
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $3,001,535
- Income (IRS master file)
- $3,650,485
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $657,985 | $136,634 | $3,001,535 | XML |
| 990 | June 2024 | $362,416 | $353,852 | $2,873,525 | XML |
| 990 | June 2023 | $670,612 | $412,725 | $2,726,205 | XML |
| 990 | June 2022 | $511,768 | $406,316 | $2,357,502 | XML |
| 990 | June 2021 | – | – | – | 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 43-1661659).
Questions about SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST
- What is the EIN of SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST?
- The employer identification number (EIN) of SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST is 43-1661659.
- Is SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Which annual return does SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS 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 SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST 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 SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST 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 SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names PATRICIA REIMANN.
- Who are the officers and directors of SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does SCHOOL DISTRICT OF KANSAS CITY MO HEALTH AND WELFAR BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $657,985, expenses of $136,634 and total assets of $3,001,535 at year end.
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