Nonprofit · EIN 85-2358991
MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST
Tax-exempt · MARSHALLTOWN, IA 50158
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $32,670 | $23,898 | $8,772 | $471,325 | $0 | $471,325 |
| December 31, 2024 | 990 | $36,377 | $50,234 | -$13,857 | $456,321 | $0 | $456,321 |
| December 31, 2023 | 990 | $40,187 | $40,409 | -$222 | $463,043 | $0 | $463,043 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $29,924
- Investment income
- $2,746
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $23,610
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $288
Balance sheet and other
- Total assets, start of year
- $456,321
- Total assets, end of year
- $471,325
- Total liabilities, end of year
- $0
- Net assets, end of year
- $471,325
- Publicly traded securities
- $69,847
- Gross receipts
- $32,670
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2020
- State of legal domicile
- IA
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 |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1 E MAIN ST, MARSHALLTOWN, IA 50158-4915
- In care of
- % MARSHALL COUNTY
- Principal officer (990 for 2025)
- MATRIX TRUST COMPANY, 717 17TH STREET STE 1300, DENVER, CO 80202
- Signed the 990
- MATRIX TRUST COMPANY, TRUSTEE
- Phone
- (641) 844-2714
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION WHICH HAD APPROXIMATELY 16 PARTICIPANTS WHO RECEIVED MEDICAL CARE IN THE AMOUNT OF $23,610.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 85-2358991
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2021
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $471,325
- Income (IRS master file)
- $32,670
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $32,670 | $23,898 | $471,325 | XML |
| 990 | December 2024 | $36,377 | $50,234 | $456,321 | IRS |
| 990 | December 2023 | $40,187 | $40,409 | $463,043 | XML |
| 990 | December 2022 | $41,612 | $37,491 | $454,532 | 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 85-2358991).
Questions about MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST
- What is the EIN of MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST?
- The employer identification number (EIN) of MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST is 85-2358991.
- Is MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
- Are donations to MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MARSHALL COUNTY VEBA HEALTH SAVINGS 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 MARSHALL COUNTY VEBA HEALTH SAVINGS 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 MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended December 31, 2025 names MATRIX TRUST COMPANY.
- Who are the officers and directors of MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST?
- The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does MARSHALL COUNTY VEBA HEALTH SAVINGS TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $32,670, expenses of $23,898 and total assets of $471,325 at year end.
Other nonprofits in MARSHALLTOWN
- BETHEL GROVE CEMETERY ASSN EIN 42-0724860 · last filed 990-N for 2025
- UNITYPOINT HEALTH-MARSHALLTOWN EIN 81-5034179 · last filed 990 for 2024
- CONSUMERS ENERGY EIN 42-0396598 · last filed 990 for 2025
- MID-IOWA COMMUNITY ACTION -MICA- INCORPORATED EIN 42-0923311 · last filed 990 for 2025
- CENTRAL IOWA RESIDENTIAL SERVICES INC EIN 42-1026180 · last filed 990 for 2026
- FISHER GOVERNOR FOUNDATION EIN 42-6068730 · last filed 990-PF for 2025
- MARSHALLTOWN YOUNG MENS CHRISTIAN ASSOCIATION-YWCA EIN 42-1478611 · last filed 990 for 2024
- CENTER ASSOCIATES EIN 42-0805386 · last filed 990 for 2023
All nonprofits in MARSHALLTOWN · Iowa · Mutual and membership benefit