Nonprofit · EIN 54-6560781
ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR
Also known as FRANK JON S TTEE
Tax-exempt · PRNC FREDERCK, MD 20678
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $829,180 | $785,593 | $43,587 | $277,539 | $55,956 | $221,583 |
| August 31, 2024 | 990 | $789,163 | $767,417 | $21,746 | $241,643 | $63,647 | $177,996 |
| August 31, 2023 | 990 | $840,714 | $821,203 | $19,511 | $218,271 | $62,021 | $156,250 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $499,500
- of which government grants
- $499,500
- Program service revenue
- $328,622
- Investment income
- $1,058
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $2,200
- Program services (functional)
- $762,258
- Management and general (functional)
- $23,335
Balance sheet and other
- Total assets, start of year
- $241,643
- Total assets, end of year
- $277,539
- Total liabilities, end of year
- $55,956
- Net assets, end of year
- $221,583
- Net assets without donor restrictions
- $221,583
- Gross receipts
- $829,180
- Employees
- 0
- Year formed
- 2003
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES SOMERVILLE | PRESIDENT/CH Trustee or director, Officer | 1 | $0 |
| JOYCE CURTIS | MEMBER Trustee or director | 1 | $0 |
| JOSH COOMBS | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| ANN KESSLER | TREASURER Trustee or director, Officer | 1 | $0 |
| JOSEPH THOMAS JR | SECRETARY Trustee or director, Officer | 1 | $0 |
| KYLE MORROW | TRUST ADMINI Institutional trustee | 1 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES SOMERVILLE | PRESIDENT/CH Trustee or director, Officer | 1 | $0 |
| MARY WOOD | SECRETARY Trustee or director, Officer | 1 | $0 |
| AGNES TYER | TREASURER Trustee or director, Officer | 1 | $0 |
| JOSH COOMBS | VICE PRESIDE Trustee or director, Officer | 1 | $0 |
| JAY KESSLER | DIRECTOR Trustee or director | 1 | $0 |
| JR WHALEN | DIRECTOR Trustee or director | 1 | $0 |
| LISA BELL | DIRECTOR Trustee or director | 1 | $0 |
| KYLE DOYLE | TRUST ADMINI Institutional trustee | – | $0 |
990 for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLIE BRADBURN | PAST PRESIDE Trustee or director, Officer | 1 | $0 |
| JAMES SOMERVILLE | PRESIDENT/CH Trustee or director, Officer | 1 | $0 |
| MARY WOOD | MEMBER Trustee or director, Officer | 1 | $0 |
| AGNES TYER | TREASURER Trustee or director, Officer | 1 | $0 |
| JOYCE CURTIS | MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 205 W DARES BEACH RD, PRNC FREDERCK, MD 20678-3123
- In care of
- % JON S FRANK & ASSOCIATES INC
- Principal officer (990 for 2024)
- JAMES SOMERVILLE, 205 WEST BARES BEACH ROAD, PRINCE FREDERICK, MD 20653
- Signed the 990
- JAMES SOMERVILLE, PRESIDENT/CHAIR
- Phone
- (410) 414-8406
- Return prepared by
- ASKEY ASKEY & ASSOCIATES CPA LLC
Mission
ADMINISTRATION OF HEALTH AND WELFARE PLANS FOR THE ST. MARY'S COUNTY SCHOOL BUS CONTRACTORS.
Program accomplishments
- ADMINISTRATION OF HEALTH PLANS, DENTAL PLANS, AND HEALTH REIMBURSEMENT ARRANGEMENT PLANS FOR ST. MARY'S COUNTY SCHOOL BUS CONTRACTORS.Expenses $762,258 · revenue $328,622
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 54-6560781
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $277,539
- Income (IRS master file)
- $829,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $829,180 | $785,593 | $277,539 | XML |
| 990 | August 2024 | $789,163 | $767,417 | $241,643 | XML |
| 990 | August 2023 | $840,714 | $821,203 | $218,271 | XML |
| 990 | August 2022 | $704,449 | $666,948 | $191,734 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 54-6560781).
Questions about ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR
- What is the EIN of ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR?
- The employer identification number (EIN) of ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR is 54-6560781.
- Is ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR 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 ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR?
- The 990 for the year ended August 31, 2025 names JAMES SOMERVILLE.
- Who are the officers and directors of ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR?
- The 990 for the year ended August 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does ST MARYS COUNTY SCHOOL BUS CONTRACTORS HEALTH & WELFARE TR have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $829,180, expenses of $785,593 and total assets of $277,539 at year end.
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All nonprofits in PRNC FREDERCK · Maryland · Mutual and membership benefit