Nonprofit · EIN 81-0495798
NORTHWESTERN ENERGY WELFARE BENEFIT TRUST
Tax-exempt · SIOUX FALLS, SD 57108
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $1,154,625 | $571,878 | $582,747 | $27,891,877 | $9,845 | $27,882,032 |
| December 31, 2024 | 990 | $958,553 | $754,255 | $204,298 | $24,772,125 | $8,888 | $24,763,237 |
| December 31, 2023 | 990 | $904,526 | $1,115,591 | -$211,065 | $22,309,162 | $7,361 | $22,301,801 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $1,154,625
- Net gain from sales of assets
- $788,693
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $512,568
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $512,568
- Management and general (functional)
- $59,310
Balance sheet and other
- Total assets, start of year
- $24,772,125
- Total assets, end of year
- $27,891,877
- Total liabilities, end of year
- $9,845
- Net assets, end of year
- $27,882,032
- Publicly traded securities
- $27,766,806
- Gross receipts
- $1,948,931
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northern Trust Company | Trustee Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northern Trust Company | Trustee Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Northern Trust Company | Trustee Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 3010 W 69TH ST, SIOUX FALLS, SD 57108-5613
- In care of
- % NORTHWESTERN ENERGY
- Principal officer (990 for 2025)
- Crystal D Lail, 3010 West 69th Street, Sioux Falls, SD 57108
- Signed the 990
- Crystal D Lail, VP & CFO
- Phone
- (605) 978-2908
Mission
PROVIDING HEALTH AND WELFARE BENEFITS TO ITS MEMBERS.
Program accomplishments
- The primary exempt purpose of the Voluntary Employees Beneficiary Association during the year was to service all retired union beneficiaries.
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 | 990 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
- 81-0495798
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $27,891,877
- Income (IRS master file)
- $1,948,931
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $1,154,625 | $571,878 | $27,891,877 | XML |
| 990 | December 2024 | $958,553 | $754,255 | $24,772,125 | IRS |
| 990 | December 2023 | $904,526 | $1,115,591 | $22,309,162 | XML |
| 990 | December 2022 | $1,092,495 | $1,173,379 | $20,055,073 | 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 81-0495798).
Questions about NORTHWESTERN ENERGY WELFARE BENEFIT TRUST
- What is the EIN of NORTHWESTERN ENERGY WELFARE BENEFIT TRUST?
- The employer identification number (EIN) of NORTHWESTERN ENERGY WELFARE BENEFIT TRUST is 81-0495798.
- Is NORTHWESTERN ENERGY WELFARE BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to NORTHWESTERN ENERGY WELFARE BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTHWESTERN ENERGY 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 NORTHWESTERN ENERGY WELFARE BENEFIT TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHWESTERN ENERGY WELFARE BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NORTHWESTERN ENERGY WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2025 names Crystal D Lail.
- Who are the officers and directors of NORTHWESTERN ENERGY WELFARE BENEFIT TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does NORTHWESTERN ENERGY WELFARE BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $1,154,625, expenses of $571,878 and total assets of $27,891,877 at year end.
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