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Nonprofit · EIN 64-0802704

MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST

Tax-exempt · RIDGELAND, MS 39157

Financials

$24.6M$25.2M2023$27.9M$31.3M2024
Revenue Expenses · by fiscal year end
Financials of MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$27,903,624$31,299,842-$3,396,218$14,734,123$7,649,403$7,084,720
December 31, 2023990$24,585,904$25,166,156-$580,252$14,648,697$4,142,586$10,506,111
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$27,417,654
Investment income
$485,970
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$27,184,590
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$46,390

Balance sheet and other

Total assets, start of year
$14,648,697
Total assets, end of year
$14,734,123
Total liabilities, end of year
$7,649,403
Net assets, end of year
$7,084,720
Publicly traded securities
$13,318,969
Gross unrelated business income
$485,970
Gross receipts
$27,903,624
Employees
0
Year formed
1954
State of legal domicile
MS

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
BEN ALDRIDGETRUSTEE
Trustee or director
2$0
JOHN BARRETTTRUSTEE
Trustee or director
2$0
JEFF LACEYTRUSTEE
Trustee or director
2$0
CLAYTON LEGEARTRUSTEE
Trustee or director
2$0
SAM MCCLATCHYTRUSTEE
Trustee or director
2$0
JEFF MCCOYTRUSTEE
Trustee or director
2$0
JENNIFER WALLACETRUSTEE
Trustee or director
2$0
DANNY WHALENTRUSTEE
Trustee or director
2$0
GORDON FELLOWSPLAN SECRETA
Officer
7.4$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
DAVID GUYTONTRUSTEE
Trustee or director
2$0
JUSTIN HILLTRUSTEE
Trustee or director
2$0
JEFF LACEYTRUSTEE
Trustee or director
2$0
CLAYTON LEGEARTRUSTEE
Trustee or director
2$0
SAM MCCLATCHYTRUSTEE
Trustee or director
2$0
JEFF MCCOYTRUSTEE
Trustee or director
2$0
JENNIFER WALLACETRUSTEE
Trustee or director
2$0
DANNY WHALENTRUSTEE
Trustee or director
2$0
GORDON FELLOWSPLAN SECRETA
Officer
7.4$0

Address and contacts

Address (IRS master file)
409 WEST PARKWAY PLACE STE 100, RIDGELAND, MS 39157-6031
In care of
% MCKINLEY DENVER
Principal officer (990 for 2024)
GORDON FELLOWS, 409 WEST PARKWAY PLACE STE 100, RIDGELAND, MS 39157
Signed the 990
GORDON FELLOWS, PLAN SECRETARY
Phone
(601) 948-6366
Return prepared by
CORBIN & BIGGS PLLC

Mission

VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION OPERATING UNDER IRC SECTION 501(C)(9).

990 for the year ended December 31, 2024

Program accomplishments

  • THE PREMIUMS RECEIVED FROM VARIOUS MEMBER BANKS ARE USED TO PAY FOR MEDICAL AND LIFE INSURANCE FOR THE EMPLOYEES OF THE MEMBER BANKS.

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
64-0802704
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,734,123
Income (IRS master file)
$27,903,624

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$27,903,624$31,299,842$14,734,123XML
990December 2023$24,585,904$25,166,156$14,648,697XML
990December 2022$24,940,951$22,972,956$15,526,350IRS
990December 2021$23,049,975$23,421,569$13,784,088IRS
990December 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 64-0802704).

Questions about MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST

What is the EIN of MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST?
The employer identification number (EIN) of MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST is 64-0802704.
Is MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Are donations to MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN 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 MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST 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 MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST 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 MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST?
The 990 for the year ended December 31, 2024 names GORDON FELLOWS.
Who are the officers and directors of MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does MISSISSIPPI BANKERS VOLUNTARY EMPLOYEES BENEFICARY ASSN TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $27,903,624, expenses of $31,299,842 and total assets of $14,734,123 at year end.

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