Nonprofit · EIN 73-1684417
SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION
Tax-exempt · MILWAUKEE, WI 53201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,969,063 | $1,162,302 | $806,761 | $3,568,255 | $0 | $3,568,255 |
| December 31, 2023 | 990 | $2,038,213 | $1,230,703 | $807,510 | $2,761,494 | $0 | $2,761,494 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,811,160
- Investment income
- $263,396
- Net gain from sales of assets
- $149,240
- Other revenue
- -$105,493
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,011,117
- Compensation of officers, directors and key employees
- $7,500
- Salaries, compensation and benefits (total)
- $7,500
- Professional fundraising fees
- $0
- Accounting fees
- $22,955
- Program services (functional)
- $1,162,302
Balance sheet and other
- Total assets, start of year
- $2,761,494
- Total assets, end of year
- $3,568,255
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,568,255
- Publicly traded securities
- $3,158,872
- Gross unrelated business income
- $263,534
- Gross receipts
- $9,248,318
- Employees
- 0
- Year formed
- 2003
- 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 AS TRUSTEE | TRUSTEE Institutional trustee | – | $7,500 |
| RENAUD FAUCHER | DIRECTOR Trustee or director | 1 | $0 |
| JULIE DILL | DIRECTOR Trustee or director | 1 | $0 |
| SHAWN PATTERSON | DIRECTOR Trustee or director | 1 | $0 |
| DELPHINE PERSOUYRE | DIRECTOR Trustee or director | 1 | $0 |
| JEFF MURPHY | 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 AS TRUSTEE | TRUSTEE Institutional trustee | 1 | $7,500 |
| RENAUD FAUCHER | DIRECTOR Trustee or director | 1 | $0 |
| 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 |
Address and contacts
- Address (IRS master file)
- PO BOX 634, MILWAUKEE, WI 53201-0634
- In care of
- % SUSAN BYERS
- 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 RETIREES FOR MEDICAL BENEFITS
Program accomplishments
- MEDICAL BENEFITS PAIDExpenses $1,011,117
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
- 73-1684417
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,568,255
- Income (IRS master file)
- $9,248,318
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,969,063 | $1,162,302 | $3,568,255 | IRS |
| 990 | December 2023 | $2,038,213 | $1,230,703 | $2,761,494 | XML |
| 990 | December 2022 | $1,040,086 | $1,163,425 | $1,953,984 | 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 73-1684417).
Questions about SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION
- What is the EIN of SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION?
- The employer identification number (EIN) of SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION is 73-1684417.
- Is SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION 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 EMPLOYEE BENEFIT TR VEBA NON UNION 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 EMPLOYEE BENEFIT TR VEBA NON UNION last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who are the officers and directors of SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION?
- The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $7,500 (US BANK AS TRUSTEE, TRUSTEE).
- How much revenue does SOUTHERN STAR VOLUNTARY EMPLOYEE BENEFIT TR VEBA NON UNION have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,969,063, expenses of $1,162,302 and total assets of $3,568,255 at year end.
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