Nonprofit · EIN 86-6752994
HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED
Also known as WASHINGTON TRUST BANK TTEE
Tax-exempt · SPOKANE, WA 99201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $529,869 | $115,663 | $414,206 | $1,468,613 | $0 | $1,468,613 |
| December 31, 2023 | 990 | $541,204 | $91,798 | $449,406 | $1,054,407 | $0 | $1,054,407 |
| December 31, 2021 | 990 | $363,987 | $13,563 | $350,424 | $350,424 | $0 | $350,424 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $455,900
- Investment income
- $73,969
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $41,294
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,054,407
- Total assets, end of year
- $1,468,613
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,468,613
- Net assets with donor restrictions
- $1,468,613
- Gross receipts
- $529,869
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2021
- 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.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Charles Schwab Trust Bank | Trustee (Since Mar 2024) Institutional trustee | 1 | $0 | $373 |
| Washington Trust Bank | Trustee (Thru Feb 2024) Institutional trustee | 1 | $0 | $115 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Washington Trust Bank | Trustee Institutional trustee | 1 | $0 | $335 |
990 for the year ended December 31, 2021: 1 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| Washington Trust Bank | Trustee Institutional trustee | 1 | $0 | $64 |
Address and contacts
- Address (IRS master file)
- 221 N WALL ST STE 201, SPOKANE, WA 99201-0822
- In care of
- % BRITT ADEM
- Principal officer (990 for 2024)
- Cheryl L Harris, 221 N Wall Street Suite 201, Spokane, WA 99201
- Signed the 990
- Cheryl L Harris, Sponsor Representative
- Phone
- (509) 838-5571
- Return prepared by
- SCHOEDEL & SCHOEDEL CPAS PLLC
Mission
To provide employees and their dependents with reimbursement for or payment of qualified medical care expenses as set forth in the Plan, to the extent such employees are eligible to receive such benefits.
Program accomplishments
- This trust holds the assets of the HealthInvest HRA VEBA Trust for Employees of Trace, Inc. The Plan provides a method of funding qualified health and welfare costs to its participants and their dependents. The payments or reimbursements may not be made for items paid or payable by any other insurance contract or plan, or for expenses that are deducted by the participant under any Section of the Internal Revenue Code. The aforementioned expenses must be expenses of the participants, the spouses of the participants and/or the dependents of the 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
- 86-6752994
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,468,613
- Income (IRS master file)
- $529,869
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $529,869 | $115,663 | $1,468,613 | XML |
| 990 | December 2023 | $541,204 | $91,798 | $1,054,407 | XML |
| 990 | December 2022 | $310,186 | $55,609 | $605,001 | IRS |
| 990 | December 2021 | $363,987 | $13,563 | $350,424 | XML |
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 86-6752994).
Questions about HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED
- What is the EIN of HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED?
- The employer identification number (EIN) of HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED is 86-6752994.
- Is HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2022.
- Are donations to HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED 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-TRACE INCORPORATED 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-TRACE INCORPORATED 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-TRACE INCORPORATED?
- The 990 for the year ended December 31, 2024 names Cheryl L Harris.
- Who are the officers and directors of HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does HEALTHINVEST HRA VEBA TRST-TRACE INCORPORATED have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $529,869, expenses of $115,663 and total assets of $1,468,613 at year end.
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