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Nonprofit · EIN 47-5640124

CITY OF COVINGTON RETIREE FUNDED HRA TRUST

Tax-exempt · COVINGTON, GA 30014

Financials

$102K$105K2023$141K$85K2024
Revenue Expenses · by fiscal year end
Financials of CITY OF COVINGTON RETIREE FUNDED HRA TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$141,236$85,264$55,972$501,937$0$501,937
June 30, 2024990-EZ$101,879$105,200-$3,321$445,965$0$445,965
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$140,780
Investment income
$456
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$75,695
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$7,845

Balance sheet and other

Total assets, start of year
$445,965
Total assets, end of year
$501,937
Total liabilities, end of year
$0
Net assets, end of year
$501,937
Gross receipts
$141,236
Employees
0
Volunteers
0
Year formed
2015
State of legal domicile
GA

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.

NameTitleHours / weekCompensation
MATRIX TRUST COMPANYTRUSTEE
Institutional trustee
1$500
990-EZ for the year ended June 30, 2024: 1 people
NameTitleHours / weekCompensation
MATRIX TRUST COMPANYTRUSTEE1$500

Address and contacts

Address (IRS master file)
2194 EMORY ST NW, COVINGTON, GA 30014-2216
In care of
% CITY OF COVINGTON
Principal officer (990 for 2024)
MATRIX TRUST COMPANY, 717 17TH STREET STE 1300, DENVER, CO 80202
Signed the 990
MATRIX TRUST COMPANY, TRUSTEE
Phone
(770) 385-2012
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

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

990 for the year ended June 30, 2025

Program accomplishments

  • HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 58 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $75,695.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990-EZ on file

IRS record

EIN
47-5640124
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2018
Accounting year ends
June
Files
Form 990 or 990-EZ
Category (NTEE)
Employment (J12)
Assets (IRS master file)
$501,937
Income (IRS master file)
$141,236

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$141,236$85,264$501,937XML
990-EZJune 2024$101,879$105,200$445,965XML
990June 2023$15,793$159,985$449,286IRS
990June 2022–––IRS
990-EZJune 2021–––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 47-5640124).

Questions about CITY OF COVINGTON RETIREE FUNDED HRA TRUST

What is the EIN of CITY OF COVINGTON RETIREE FUNDED HRA TRUST?
The employer identification number (EIN) of CITY OF COVINGTON RETIREE FUNDED HRA TRUST is 47-5640124.
Is CITY OF COVINGTON RETIREE FUNDED HRA TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2018.
Are donations to CITY OF COVINGTON RETIREE FUNDED HRA TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does CITY OF COVINGTON RETIREE FUNDED HRA 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 CITY OF COVINGTON RETIREE FUNDED HRA TRUST 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 CITY OF COVINGTON RETIREE FUNDED HRA TRUST 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 CITY OF COVINGTON RETIREE FUNDED HRA TRUST?
The 990 for the year ended June 30, 2025 names MATRIX TRUST COMPANY.
Who are the officers and directors of CITY OF COVINGTON RETIREE FUNDED HRA TRUST?
The 990 for the year ended June 30, 2025 lists 1 person; 1 received compensation from the organization, the highest $500 (MATRIX TRUST COMPANY, TRUSTEE).
How much revenue does CITY OF COVINGTON RETIREE FUNDED HRA TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $141,236, expenses of $85,264 and total assets of $501,937 at year end.

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