Nonprofit · EIN 73-1446364
SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY
Also known as ASSN FOR COLLECTIVELY BARGAINED EES
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,426,537 | $896,264 | $530,273 | $34,144,937 | $0 | $34,144,937 |
| December 31, 2023 | 990 | $2,713,621 | $1,153,527 | $1,560,094 | $33,614,664 | $0 | $33,614,664 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $323,238
- Investment income
- $1,375,906
- Net gain from sales of assets
- -$346,114
- Other revenue
- -$272,607
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $743,178
- Compensation of officers, directors and key employees
- $13,346
- Salaries, compensation and benefits (total)
- $13,346
- Professional fundraising fees
- $0
- Accounting fees
- $28,409
- Program services (functional)
- $896,264
Balance sheet and other
- Total assets, start of year
- $33,614,664
- Total assets, end of year
- $34,144,937
- Total liabilities, end of year
- $0
- Net assets, end of year
- $34,144,937
- Publicly traded securities
- $29,262,784
- Gross receipts
- $135,655,702
- Employees
- 0
- Year formed
- 1994
- State of legal domicile
- KY
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A AS TRUSTEE | TRUSTEE Institutional trustee | – | $13,346 |
| JULIE DILL | DIRECTOR Trustee or director | 1 | $0 |
| JEFF MURPHY | DIRECTOR Trustee or director | 1 | $0 |
| SHAWN PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| DELPHINE PERSOUYRE | DIRECTOR Trustee or director | 1 | $0 |
| RENAUD FAUCHER | DIRECTOR Trustee or director | 1 | $0 |
| ELEONORE JODER | DIRECTOR Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK N A AS TRUSTEE | TRUSTEE Institutional trustee | 1 | $14,022 |
| JULIE DILL | DIRECTOR Trustee or director | 1 | $0 |
| JEFF MURPHY | DIRECTOR Trustee or director | 1 | $0 |
| SHAWN PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| DELPHINE PERSOUYRE | DIRECTOR Trustee or director | 1 | $0 |
| RENAUD FAUCHER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % BOKF NA
- Principal officer (990 for 2024)
- US BANK TRUSTEE
- Signed the 990
- U S BANK N A BY, TRUSTEE
- Phone
- (270) 852-5000
- Return prepared by
- PWC US TAX LLP
Mission
PAYMENT OF PROGRAM SERVICE REVENUE OF THE VEBA TO PARTICIPANTS AND THEIR DEPENDENTS FOR MEDICAL AND LIFE BENEFITS
Program accomplishments
- MEDICAL EXPENSES PAIDExpenses $743,178
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 73-1446364
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1999
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $34,144,937
- Income (IRS master file)
- $135,655,702
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,426,537 | $896,264 | $34,144,937 | XML |
| 990 | December 2023 | $2,713,621 | $1,153,527 | $33,614,664 | XML |
| 990 | December 2022 | -$4,161,059 | $868,138 | $32,054,570 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 73-1446364).
Questions about SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY
- What is the EIN of SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY?
- The employer identification number (EIN) of SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY is 73-1446364.
- Is SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
- Are donations to SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY 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 STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY 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 SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY 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 SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY?
- The 990 for the year ended December 31, 2024 names US BANK TRUSTEE.
- Who are the officers and directors of SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $13,346 (US BANK N A AS TRUSTEE, TRUSTEE).
- How much revenue does SOUTHERN STAR VOLUNTARY EMPLOYEES BENEFICIARY ASSN FOR COLLECTIVELY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,426,537, expenses of $896,264 and total assets of $34,144,937 at year end.
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