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Nonprofit · EIN 83-6877067

HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG

Tax-exempt · SPOKANE, WA 99201

Financials

$421K$138K2023$447K$173K2024
Revenue Expenses · by fiscal year end
Financials of HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$446,993$173,143$273,850$1,142,495$0$1,142,495
December 31, 2023990$420,902$137,609$283,293$929,704$31,692$898,012
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$333,680
Investment income
$113,313
Net gain from sales of assets
$71,517
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$166,978
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$929,704
Total assets, end of year
$1,142,495
Total liabilities, end of year
$0
Net assets, end of year
$1,142,495
Publicly traded securities
$1,142,495
Gross receipts
$633,057
Employees
0
Volunteers
0
Year formed
2020
State of legal domicile
WA

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.

NameTitleHours / weekCompensationFrom related orgs
ALTA TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
2$0$6,165
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationFrom related orgs
WASHINGTON TRUST BANK TRUSTEEINSTITUTIONAL TRUSTEE
Institutional trustee
2$0$4,499

Address and contacts

Address (IRS master file)
211 N WALL ST ST 201, SPOKANE, WA 99201-0654
In care of
% BRITT AFDEM
Principal officer (990 for 2024)
PATRICIA REIMANN, 9380 STATION STATION ST ST 450, LONE TREE, CO 80124
Signed the 990
PATRICIA REIMANN, TRUST OFFICER
Phone
(509) 822-3624
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO PROVIDE HIGH-QUALITY, TAX-ADVANTAGED HEALTH REIMBURSEMENT PLANS FOR PUBLIC EMPLOYERS IN THE STATES OF NEBRASKA, ILLINOIS, AND MISSOURI.

990 for the year ended December 31, 2024

Program accomplishments

  • THIS TRUST HOLDS THE ASSETS OF THE HEALTHINVEST HRA VEBA TRUST FOR PUBLIC EMPLOYEES OF THE STATES OF NEBRASKA, ILLINOIS, AND MISSOURI. THE PLAN PROVIDES A METHOD OF FUNDING QUALIFIED HEALTH AND WELFARE COSTS TO ITS PARTICIPANTS AND THEIR DEPENDENTS.

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, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
83-6877067
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)
$1,142,495
Income (IRS master file)
$633,057

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$446,993$173,143$1,142,495XML
990December 2023$420,902$137,609$929,704XML
990December 2022$349,429$97,356$619,200IRS
990-EZDecember 2021–––IRS
990-EZDecember 2020–––IRS
990-EZDecember 2019–––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 83-6877067).

Questions about HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG

What is the EIN of HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG?
The employer identification number (EIN) of HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG is 83-6877067.
Is HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
Are donations to HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG 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 HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG 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 HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG 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 HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG?
The 990 for the year ended December 31, 2024 names PATRICIA REIMANN.
Who are the officers and directors of HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does HEALTHINVEST HRA VEBA TRST FOR PUBLIC EMP IN STATE OF NE & CONTIG have?
On its 990 for the year ended December 31, 2024 it reported revenue of $446,993, expenses of $173,143 and total assets of $1,142,495 at year end.

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