Nonprofit · EIN 85-6130701
SRC OF LEXINGTON EMPLOYEE BENEFITS TR
Also known as ROBERT D SHEAR TTEE
Tax-exempt · LEXINGTON, KY 40505
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,363,884 | $3,374,736 | -$10,852 | $54,578 | $0 | $54,578 |
| December 31, 2023 | 990 | $2,042,894 | $2,050,715 | -$7,821 | $65,430 | $0 | $65,430 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,363,884
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,221,923
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $65,430
- Total assets, end of year
- $54,578
- Total liabilities, end of year
- $0
- Net assets, end of year
- $54,578
- Gross receipts
- $3,363,884
- Employees
- 0
- Year formed
- 2020
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 |
|---|---|---|---|
| GREG HAMPTON | PLAN ADMINIS Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| GREG HAMPTON | PLAN ADMINIS Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1105 EASTLAND DR, LEXINGTON, KY 40505-3803
- Principal officer (990 for 2024)
- GREG HAMPTON
- Signed the 990
- GREG HAMPTON, PLAN ADMINISTRATOR
- Return prepared by
- FRANK N HESTAND CPA PSC
Mission
THE PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS OF THE PLAN.
Program accomplishments
- THE PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
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
- 85-6130701
- 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
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $54,578
- Income (IRS master file)
- $3,363,884
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,363,884 | $3,374,736 | $54,578 | XML |
| 990 | December 2023 | $2,042,894 | $2,050,715 | $65,430 | XML |
| 990 | December 2022 | $2,018,623 | $1,934,748 | $73,251 | 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 85-6130701).
Questions about SRC OF LEXINGTON EMPLOYEE BENEFITS TR
- What is the EIN of SRC OF LEXINGTON EMPLOYEE BENEFITS TR?
- The employer identification number (EIN) of SRC OF LEXINGTON EMPLOYEE BENEFITS TR is 85-6130701.
- Is SRC OF LEXINGTON EMPLOYEE BENEFITS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2020.
- Are donations to SRC OF LEXINGTON EMPLOYEE BENEFITS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SRC OF LEXINGTON EMPLOYEE BENEFITS TR 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 SRC OF LEXINGTON EMPLOYEE BENEFITS TR 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 SRC OF LEXINGTON EMPLOYEE BENEFITS TR 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 SRC OF LEXINGTON EMPLOYEE BENEFITS TR?
- The 990 for the year ended December 31, 2024 names GREG HAMPTON.
- Who are the officers and directors of SRC OF LEXINGTON EMPLOYEE BENEFITS TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does SRC OF LEXINGTON EMPLOYEE BENEFITS TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,363,884, expenses of $3,374,736 and total assets of $54,578 at year end.
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