Nonprofit · EIN 81-0478880
WEST CARE HEALTH AND WELFARE BENEFIT TRUST
Tax-exempt · BOZEMAN, MT 59718
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,761,768 | $8,253,615 | -$491,847 | $14,719,939 | $77,530 | $14,642,409 |
| December 31, 2023 | 990 | $6,879,746 | $6,681,960 | $197,786 | $15,219,301 | $92,045 | $15,127,256 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,207,742
- Investment income
- $554,026
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $5,655,984
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $15,219,301
- Total assets, end of year
- $14,719,939
- Total liabilities, end of year
- $77,530
- Net assets, end of year
- $14,642,409
- Publicly traded securities
- $13,187,936
- Gross unrelated business income
- $554,026
- Gross receipts
- $7,761,768
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1992
- State of legal domicile
- MT
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 |
|---|---|---|---|
| Cheryl Jorgensen | Trustee/Plan Administrator Trustee or director, Officer | 6 | $0 |
| Jim Tilleman | Trustee Trustee or director | 2 | $0 |
| Tom Fink | Trustee Trustee or director | 2 | $0 |
| Jarod Johnson | Trustee Trustee or director | 2 | $0 |
| Ben Campbell | Trustee Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Cheryl Jorgensen | Trustee/Plan Administrator Trustee or director, Officer | 6 | $0 |
| Jim Tilleman | Trustee Trustee or director | 2 | $0 |
| Tom Fink | Trustee Trustee or director | 2 | $0 |
| Jarod Johnson | Trustee Trustee or director | 2 | $0 |
| Ben Campbell | Trustee Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 3520 ROYAL WOLF WAY, BOZEMAN, MT 59718-4752
- In care of
- % KIRT RIERSON
- Principal officer (990 for 2024)
- Cheryl Jorgensen, 3520 Royal Wolf Way, Bozeman, MT 59718
- Signed the 990
- Tom Fink, Trustee
- Phone
- (406) 586-1995
- Return prepared by
- Eide Bailly LLP
Mission
NONE
Program accomplishments
- Payments for the benefit of participants in the health plan for hospital and medical costs.
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
- 81-0478880
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,719,939
- Income (IRS master file)
- $7,761,768
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,761,768 | $8,253,615 | $14,719,939 | XML |
| 990 | December 2023 | $6,879,746 | $6,681,960 | $15,219,301 | XML |
| 990 | December 2022 | $5,325,009 | $5,691,570 | $14,927,657 | IRS |
| 990 | December 2021 | $3,785,858 | $5,268,371 | $15,251,463 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 81-0478880).
Questions about WEST CARE HEALTH AND WELFARE BENEFIT TRUST
- What is the EIN of WEST CARE HEALTH AND WELFARE BENEFIT TRUST?
- The employer identification number (EIN) of WEST CARE HEALTH AND WELFARE BENEFIT TRUST is 81-0478880.
- Is WEST CARE HEALTH AND WELFARE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to WEST CARE HEALTH AND WELFARE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WEST CARE HEALTH AND WELFARE BENEFIT 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 WEST CARE HEALTH AND WELFARE BENEFIT 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 WEST CARE HEALTH AND WELFARE BENEFIT 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 WEST CARE HEALTH AND WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names Cheryl Jorgensen.
- Who are the officers and directors of WEST CARE HEALTH AND WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does WEST CARE HEALTH AND WELFARE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,761,768, expenses of $8,253,615 and total assets of $14,719,939 at year end.
Other nonprofits in BOZEMAN
- BOZEMAN HEALTH DEACONESS HOSPITAL EIN 47-4717998 · last filed 990 for 2024
- BOZEMAN DEACONESS HEALTH SERVICES EIN 81-0232121 · last filed 990 for 2024
- MONTANA STATE UNIVERSITY FOUNDATION EIN 81-6001649 · last filed 990 for 2025
- AMERICAN PRAIRIE FOUNDATION EIN 81-0541893 · last filed 990 for 2024
- YELLOWSTONE FOREVER EIN 47-5427975 · last filed 990 for 2026
- MONTANA HEALTHCARE FOUNDATION EIN 46-6854005 · last filed 990-PF for 2024
- HUMAN RESOURCE DEVELOPMENT COUNCIL OF DISTRICT IX INC EIN 81-0350886 · last filed 990 for 2025
- BRIDGER BOWL EIN 81-0250283 · last filed 990 for 2026