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Nonprofit · EIN 45-2861523

MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR

Tax-exempt · BLOOMINGTON, IN 47401

Financials

$1.2M$883K2023
Revenue Expenses · by fiscal year end
Financials of MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2023990$1,169,058$882,525$286,533$4,534,888$0$4,534,888
Financial details: 990 for the year ended December 31, 2023

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,075,673
Investment income
$93,385
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$830,221
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$25,972

Balance sheet and other

Total assets, start of year
$4,096,822
Total assets, end of year
$4,534,888
Total liabilities, end of year
$0
Net assets, end of year
$4,534,888
Gross receipts
$1,169,058
Employees
0
Volunteers
0
Year formed
2004
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 December 31, 2023, highest compensation first.

NameTitleHours / weekCompensation
MATRIX TRUST COMPANYTRUSTEE
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
315 E NORTH DR, BLOOMINGTON, IN 47401-6555
In care of
% MONROE COUNTY COMMUNITY SCHOOL
Principal officer (990 for 2023)
MATRIX TRUST COMPANY, 1700 14TH STREET STE 600, DENVER, CO 80202
Signed the 990
MATRIX TRUST COMPANY, TRUSTEE
Phone
(812) 330-7700
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.

990 for the year ended December 31, 2023

Program accomplishments

  • HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 449 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $830,221.

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, 2025Not on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
45-2861523
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)
$4,534,888
Income (IRS master file)
$1,169,058

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2023$1,169,058$882,525$4,534,888XML
990December 2022$237,053$374,818$4,096,822IRS
990December 2021–––IRS
990December 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 45-2861523).

Questions about MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR

What is the EIN of MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR?
The employer identification number (EIN) of MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR is 45-2861523.
Is MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2014.
Are donations to MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS 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 MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS 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 MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2023.
Who is the principal officer of MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR?
The 990 for the year ended December 31, 2023 names MATRIX TRUST COMPANY.
Who are the officers and directors of MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR?
The 990 for the year ended December 31, 2023 lists 1 person; 0 received compensation from the organization.
How much revenue does MONROE COUNTY COMMUNITY SCHOOL CORPORATION VEBA HEALTH SAVINGS TR have?
On its 990 for the year ended December 31, 2023 it reported revenue of $1,169,058, expenses of $882,525 and total assets of $4,534,888 at year end.

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