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Nonprofit · EIN 52-1271262

TATE COMPANIES EMPLOYEE BENEFIT TRUST

Tax-exempt · GLEN BURNIE, MD 21061

Financials

$761K$732K2022$790K$1M2023
Revenue Expenses · by fiscal year end
Financials of TATE COMPANIES EMPLOYEE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
November 30, 2024990$789,751$1,018,277-$228,526$708,985$202,976$506,009
November 30, 2023990$761,254$732,286$28,968$795,383$60,848$734,535
Financial details: 990 for the year ended November 30, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$789,751
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,001,177
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$1,001,177
Management and general (functional)
$17,100

Balance sheet and other

Total assets, start of year
$795,383
Total assets, end of year
$708,985
Total liabilities, end of year
$202,976
Net assets, end of year
$506,009
Net assets without donor restrictions
$506,009
Gross receipts
$789,751
Employees
0
Volunteers
0
Year formed
1982
State of legal domicile
MD

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 November 30, 2024, highest compensation first.

NameTitleHours / weekCompensation
Creston G TateTrustee
Trustee or director, Officer
2$0
Patrick PhelpsController
Officer
5$0
Amy TateTrustee
Trustee or director, Officer
2$0
990 for the year ended November 30, 2023: 3 people
NameTitleHours / weekCompensation
Creston G TateTrustee
Trustee or director, Officer
2$0
Patrick PhelpsController
Officer
5$0
Amy TateTrustee
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
7401 RITCHIE HWY, GLEN BURNIE, MD 21061-3101
In care of
% TATE DODGE INC
Principal officer (990 for 2023)
Creston G Tate, 7401 Ritchie Highway, Glen Burnie, MD 21061
Signed the 990
Amy B Tate, Trustee
Phone
(410) 863-5440
Return prepared by
Clark & Anderson PA

Mission

Participant Health & Welfare Benefits

990 for the year ended November 30, 2024

Program accomplishments

  • Payments of Premiums to Insurance Companies providing benefits and payments to Self Insured Claims.

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 November, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2024November 30, 2025April 15, 2026Not on file
2023November 30, 2024April 15, 2025990 on file
2022November 30, 2023April 15, 2024990 on file

IRS record

EIN
52-1271262
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
November
Files
Form 990 or 990-EZ
Assets (IRS master file)
$708,985
Income (IRS master file)
$789,751

Filing history

FormYear endedRevenueExpensesAssetsReturn
990November 2024$789,751$1,018,277$708,985XML
990November 2023$761,254$732,286$795,383XML
990November 2022$908,400$510,516$815,550IRS
990November 2021$499,174$866,162$312,309IRS
990November 2020–––IRS
990November 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 52-1271262).

Questions about TATE COMPANIES EMPLOYEE BENEFIT TRUST

What is the EIN of TATE COMPANIES EMPLOYEE BENEFIT TRUST?
The employer identification number (EIN) of TATE COMPANIES EMPLOYEE BENEFIT TRUST is 52-1271262.
Is TATE COMPANIES EMPLOYEE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to TATE COMPANIES EMPLOYEE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TATE COMPANIES EMPLOYEE BENEFIT 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 TATE COMPANIES EMPLOYEE BENEFIT TRUST due?
The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TATE COMPANIES EMPLOYEE BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended November 2024.
Who is the principal officer of TATE COMPANIES EMPLOYEE BENEFIT TRUST?
The 990 for the year ended November 30, 2024 names Creston G Tate.
Who are the officers and directors of TATE COMPANIES EMPLOYEE BENEFIT TRUST?
The 990 for the year ended November 30, 2024 lists 3 people; 0 received compensation from the organization.
How much revenue does TATE COMPANIES EMPLOYEE BENEFIT TRUST have?
On its 990 for the year ended November 30, 2024 it reported revenue of $789,751, expenses of $1,018,277 and total assets of $708,985 at year end.

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