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Nonprofit · EIN 83-2542180

STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST

Tax-exempt · BRENTWOOD, NY 11717

Financials

$5.9M$6.9M2023$6.9M$6.4M2024$8.8M$8.7M2025
Revenue Expenses · by fiscal year end
Financials of STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$8,803,243$8,696,461$106,782$640,476$0$640,476
December 31, 2024990$6,932,674$6,404,644$528,030$533,755$0$533,755
December 31, 2023990$5,877,699$6,872,228-$994,529$7,657$0$7,657
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$8,751,484
Investment income
$51,410
Other revenue
$349

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$8,629,702
Compensation of officers, directors and key employees
$14,500
Salaries, compensation and benefits (total)
$14,500
Professional fundraising fees
$0
Program services (functional)
$8,696,461

Balance sheet and other

Total assets, start of year
$533,755
Total assets, end of year
$640,476
Total liabilities, end of year
$0
Net assets, end of year
$640,476
Gross receipts
$8,803,243
Employees
0
Year formed
2019
State of legal domicile
OR

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.

NameTitleHours / weekCompensation
PRINCIPAL BANK - PCS TAXTRUSTEE
Institutional trustee
1$14,500
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
PRINCIPAL BANK - PCS TAXTRUSTEE
Institutional trustee
1$14,500
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
PRINCIPAL BANK - PCS TAXTRUSTEE
Institutional trustee
1$14,500

Address and contacts

Address (IRS master file)
PO BOX 9006, BRENTWOOD, NY 11717-9006
In care of
% BETHANY BACCI
Principal officer (990 for 2025)
PRINCIPAL BANK - PCS TAX, PO BOX 10316, DES MOINES, IA 50306
Signed the 990
-, TRUSTEE
Phone
(602) 562-0883
Return prepared by
PWC US TAX LLP

Mission

TO PROVIDE BENEFITS WHICH SAFEGUARD OR IMPROVE THE HEALTH OF PARTICIPANTS

990 for the year ended December 31, 2025

Program accomplishments

  • N/A SECTION 501(C)(9) TRUST

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
83-2542180
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2020
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$640,476
Income (IRS master file)
$8,803,243

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$8,803,243$8,696,461$640,476IRS
990December 2024$6,932,674$6,404,644$533,755IRS
990December 2023$5,877,699$6,872,228$7,657XML
990December 2022$4,574,062$5,649,367$998,781IRS
990December 2021–––IRS
990December 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 83-2542180).

Questions about STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST

What is the EIN of STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
The employer identification number (EIN) of STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST is 83-2542180.
Is STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
Are donations to STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION 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 STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
The 990 for the year ended December 31, 2025 names PRINCIPAL BANK - PCS TAX.
Who are the officers and directors of STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 1 received compensation from the organization, the highest $14,500 (PRINCIPAL BANK - PCS TAX, TRUSTEE).
How much revenue does STOEL RIVES VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $8,803,243, expenses of $8,696,461 and total assets of $640,476 at year end.

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