Nonprofit · EIN 54-1515007
SOUTHERN STATES GROUP BENEFIT TRUST
Tax-exempt · RICHMOND, VA 23230
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $9,878,370 | $10,399,129 | -$520,759 | $1,236,610 | $227,563 | $1,009,047 |
| June 30, 2024 | 990 | $9,549,535 | $9,363,992 | $185,543 | $1,641,176 | $111,370 | $1,529,806 |
| June 30, 2023 | 990 | $10,059,189 | $10,046,269 | $12,920 | $1,599,347 | $255,084 | $1,344,263 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,795,015
- Investment income
- $83,355
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,002,339
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,002,339
- Management and general (functional)
- $1,396,790
Balance sheet and other
- Total assets, start of year
- $1,641,176
- Total assets, end of year
- $1,236,610
- Total liabilities, end of year
- $227,563
- Net assets, end of year
- $1,009,047
- Gross receipts
- $9,878,370
- Employees
- 0
- Year formed
- 1989
- State of legal domicile
- VA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Principal Financial Group | Trustee Institutional trustee | 0 | $0 |
990 for the year ended June 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beth Donnelly | Trustee Trustee or director | 0 | $0 |
990 for the year ended June 30, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Beth Donnelly | Trustee Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 6606 W BROAD ST, RICHMOND, VA 23230-1702
- In care of
- % CRESTAR BANK TTEE
- Signed the 990
- Matt Fimon, Chairman
- Phone
- (804) 281-1689
Mission
Medical benefit plan
Program accomplishments
- Medical benefits paid to employees and retirees and eligible dependents of Southern States Coopertive, Inc. and related corporations: This trust provided insured medical benefits for our group of 694 employees and retirees.Expenses $8,906,673
- Medical/Dependent Care Flex benefits paid to employees who elected flexible spending account effective 1/1/2001. This trust provided non-insured medical/dependent care benefits for 67 employees.Expenses $78,741
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 54-1515007
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,236,610
- Income (IRS master file)
- $9,878,370
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $9,878,370 | $10,399,129 | $1,236,610 | IRS |
| 990 | June 2024 | $9,549,535 | $9,363,992 | $1,641,176 | XML |
| 990 | June 2023 | $10,059,189 | $10,046,269 | $1,599,347 | XML |
| 990 | June 2022 | $9,812,364 | $10,877,110 | $1,559,030 | IRS |
| 990 | June 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 54-1515007).
Questions about SOUTHERN STATES GROUP BENEFIT TRUST
- What is the EIN of SOUTHERN STATES GROUP BENEFIT TRUST?
- The employer identification number (EIN) of SOUTHERN STATES GROUP BENEFIT TRUST is 54-1515007.
- Is SOUTHERN STATES GROUP BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
- Are donations to SOUTHERN STATES GROUP BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN STATES GROUP 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 SOUTHERN STATES GROUP BENEFIT 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 SOUTHERN STATES GROUP BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of SOUTHERN STATES GROUP BENEFIT TRUST?
- The 990 for the year ended June 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does SOUTHERN STATES GROUP BENEFIT TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $9,878,370, expenses of $10,399,129 and total assets of $1,236,610 at year end.
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