Nonprofit · EIN 51-0614591
OCSEA RETIREE HEALTH CARE VEBA TRUST
Tax-exempt · WESTERVILLE, OH 43082
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $187,056 | $364,126 | -$177,070 | $4,252,404 | $0 | $4,252,404 |
| December 31, 2024 | 990 | $197,342 | $423,539 | -$226,197 | $3,918,770 | $0 | $3,918,770 |
| December 31, 2023 | 990 | $211,070 | $422,981 | -$211,911 | $3,961,058 | $0 | $3,961,058 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $23,713
- Investment income
- $163,343
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $348,823
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $3,918,770
- Total assets, end of year
- $4,252,404
- Total liabilities, end of year
- $0
- Net assets, end of year
- $4,252,404
- Publicly traded securities
- $4,166,230
- Gross receipts
- $187,056
- Employees
- 0
- Volunteers
- 7
- Year formed
- 2006
- State of legal domicile
- OH
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheryl Bartolone | Administrative Trustee Trustee or director | 1 | $0 |
| Lynn Kemp | Administrative Trustee Trustee or director | 0.25 | $0 |
| Carol Bowshier | Administrative Trustee Trustee or director | 0.25 | $0 |
| Steve Lieber | Administrative Trustee Trustee or director | 0.25 | $0 |
| Suhail Zidan | Adminstrative Trustee Trustee or director | 0.5 | $0 |
| Bruce Rice | Administrative Trustee Trustee or director | 1.5 | $0 |
| Geralynn Kaparos | Administrative Trustee Trustee or director | 1.25 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheryl Bartolone | Administrative Trustee Trustee or director | 1 | $0 |
| Lynn Kemp | Administrative Trustee Trustee or director | 0.25 | $0 |
| Carol Bowshier | Administrative Trustee Trustee or director | 0.25 | $0 |
| Steve Lieber | Administrative Trustee Trustee or director | 0.25 | $0 |
| Suhail Zidan | Adminstrative Trustee Trustee or director | 0.5 | $0 |
| Bruce Rice | Administrative Trustee Trustee or director | 1.5 | $0 |
| Geralynn Kaparos | Administrative Trustee Trustee or director | 1.25 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Sheryl Bartolone | Administrative Trustee Trustee or director | 1 | $0 |
| Lynn Kemp | Administrative Trustee Trustee or director | 1 | $0 |
| Carol Bowshier | Administrative Trustee Trustee or director | 1 | $0 |
| Steve Lieber | Administrative Trustee Trustee or director | 1 | $0 |
| Suhail Zidan | Adminstrative Trustee Trustee or director | 2 | $0 |
| Bruce Rice | Administrative Trustee Trustee or director | 2.5 | $0 |
| Geralynn Kaparos | Administrative Trustee Trustee or director | 1.5 | $0 |
Address and contacts
- Address (IRS master file)
- 390 WORTHINGTON RD STE A, WESTERVILLE, OH 43082-8329
- In care of
- % GERALYNN B KAPAROS
- Principal officer (990 for 2025)
- Geralynn Kaparos, 5750 Trailwinds Dr, 323, Fort Myers, FL 33907
- Signed the 990
- Geralynn Kaparos, Admin Trustee
- Phone
- (614) 209-4248
Mission
To provide retired OCSEA employees a benefit to help pay the cost of health insurance premiums
Program accomplishments
- To provide retired OCSEA employees a benefit to help pay the cost of health insurance premiumsExpenses $364,126 · revenue $187,056
- No other programs
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 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 51-0614591
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $4,252,404
- Income (IRS master file)
- $187,056
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $187,056 | $364,126 | $4,252,404 | IRS |
| 990 | December 2024 | $197,342 | $423,539 | $3,918,770 | XML |
| 990 | December 2023 | $211,070 | $422,981 | $3,961,058 | XML |
| 990 | December 2022 | $123,142 | $425,878 | $3,901,403 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 51-0614591).
Questions about OCSEA RETIREE HEALTH CARE VEBA TRUST
- What is the EIN of OCSEA RETIREE HEALTH CARE VEBA TRUST?
- The employer identification number (EIN) of OCSEA RETIREE HEALTH CARE VEBA TRUST is 51-0614591.
- Is OCSEA RETIREE HEALTH CARE VEBA TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to OCSEA RETIREE HEALTH CARE VEBA TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OCSEA RETIREE HEALTH CARE VEBA 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 OCSEA RETIREE HEALTH CARE VEBA TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OCSEA RETIREE HEALTH CARE VEBA TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of OCSEA RETIREE HEALTH CARE VEBA TRUST?
- The 990 for the year ended December 31, 2025 names Geralynn Kaparos.
- Who are the officers and directors of OCSEA RETIREE HEALTH CARE VEBA TRUST?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does OCSEA RETIREE HEALTH CARE VEBA TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $187,056, expenses of $364,126 and total assets of $4,252,404 at year end.
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