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Nonprofit · EIN 54-6359434

TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY

Tax-exempt · ROANOKE, VA 24030

Financials

$102K$171K2023$109K$154K2024
Revenue Expenses · by fiscal year end
Financials of TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$108,918$154,252-$45,334$1,913,384$0$1,913,384
December 31, 2023990$102,181$170,553-$68,372$1,899,210$0$1,899,210
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$14,094
Investment income
$94,824
Net gain from sales of assets
$17,191
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$154,252
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$154,252

Balance sheet and other

Total assets, start of year
$1,899,210
Total assets, end of year
$1,913,384
Total liabilities, end of year
$0
Net assets, end of year
$1,913,384
Gross receipts
$108,918
Employees
0
Volunteers
0
Year formed
1993
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
PAUL NESTERTRUSTEE
Trustee or director
0.5$0
C BROOKE MILESTRUSTEE
Trustee or director
0.5$0
LAWRENCE T OLIVERTRUSTEE
Trustee or director
0.5$0
TIMOTHY J MULVANEYTRUSTEE/CFO
Trustee or director
0.5$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
PAUL NESTERTRUSTEE
Trustee or director
0.5$0
C BROOKE MILESTRUSTEE
Trustee or director
0.5$0
JASON A FIELDTRUSTEE/CFO
Trustee or director, Officer
0.5$0
LAWRENCE T OLIVERTRUSTEE
Trustee or director
0.5$0

Address and contacts

Address (IRS master file)
PO BOX 13007, ROANOKE, VA 24030-3007
In care of
% ROGER L BAUMGARDNER
Principal officer (990 for 2024)
TIMOTHY J MULVANEY, P O BOX 13007, ROANOKE, VA 24030
Signed the 990
TIMOTHY J MULVANEY, VP, TREASURER & CFO
Phone
(540) 777-3997
Return prepared by
BROWN EDWARDS & COMPANY LLP

Mission

DEFINED BENEFIT HEALTH AND WELFARE BENEFIT PLAN ESTABLISHED TO PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS TO ELIGIBLE ACTIVE AND RETIRED EMPLOYEES OF RGC RESOURCES, INC. AND SUBISDIARIES WHO ELECT TO PARTICIPATE.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE MEDICAL AND LIFE INSURANCE BENEFITS.
    Expenses $154,252 · revenue $14,094

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, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
54-6359434
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1994
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,913,384
Income (IRS master file)
$108,918

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$108,918$154,252$1,913,384XML
990December 2023$102,181$170,553$1,899,210XML
990December 2022$40,772$216,344$1,813,652IRS
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 54-6359434).

Questions about TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY

What is the EIN of TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY?
The employer identification number (EIN) of TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY is 54-6359434.
Is TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
Are donations to TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY 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 TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY 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 TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY?
The 990 for the year ended December 31, 2024 names TIMOTHY J MULVANEY.
Who are the officers and directors of TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does TRUST FOR THE BENEFIT OF UNION RETIREES OF ROANOKE GAS COMPANY have?
On its 990 for the year ended December 31, 2024 it reported revenue of $108,918, expenses of $154,252 and total assets of $1,913,384 at year end.

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