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Nonprofit · EIN 87-6426781

KY ASSN OF MANUFACTURERS GROUP INS TR

Also known as LEE S LINGO TTEE

Tax-exempt · FRANKFORT, KY 40604

Financials

$9.7M$9.7M2022$8.8M$8.8M2023$9.9M$9.9M2024
Revenue Expenses · by fiscal year end
Financials of KY ASSN OF MANUFACTURERS GROUP INS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$9,885,909$9,873,866$12,043$1,496,632$1,390,543$106,089
August 31, 2024990$8,835,073$8,837,905-$2,832$703,736$609,690$94,046
August 31, 2023990$9,690,106$9,664,428$25,678$757,342$660,464$96,878
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,885,909
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,590,039
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$18,900

Balance sheet and other

Total assets, start of year
$703,736
Total assets, end of year
$1,496,632
Total liabilities, end of year
$1,390,543
Net assets, end of year
$106,089
Gross receipts
$9,885,909
Employees
0
Volunteers
0
Year formed
2021
State of legal domicile
KY

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
FRANK JEMLEYTRUSTEE
Trustee or director
1$0
SHELLEY GOODWINTRUSTEE
Trustee or director
1$0
CARYN DICKINSONTRUSTEE
Trustee or director
0.5$0
MICK HENDERSONTRUSTEE
Trustee or director
0.5$0
990 for the year ended August 31, 2024: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FRANK JEMLEYTRUSTEE
Trustee or director
1$0$138,391$26,072
SHELLEY GOODWINTRUSTEE
Trustee or director
1$0$90,440$1,251
CARYN DICKINSONTRUSTEE
Trustee or director
0.5$0$0$0
MICK HENDERSONTRUSTEE
Trustee or director
0.5$0$0$0
990 for the year ended August 31, 2023: 4 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
FRANK JEMLEYTRUSTEE
Trustee or director
0.5$0$120,000$19,877
SHELLEY GOODWINTRUSTEE
Trustee or director
1$0$74,528$1,710
CARYN DICKINSONTRUSTEE
Trustee or director
0.5$0$0$0
MICK HENDERSONTRUSTEE
Trustee or director
0.5$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 4029, FRANKFORT, KY 40604-4029
Principal officer (990 for 2024)
SHELLEY GOODWIN, P O BOX 4029, FRANKFORT, KY 406044029
Signed the 990
SHELLEY GOODWIN, TRUSTEE
Phone
(502) 352-2485
Return prepared by
CLIFTONLARSONALLEN LLP

Mission

TO PROVIDE GROUP HEALTH INSURANCE AND OTHER WELFARE BENEFITS TO THE MEMBERS AND EMPLOYEES OF THE KENTUCKY ASSOCIATION OF MANUFACTURERS (KAM), AS WELL AS QUALIFYING DEPENDENTS OF KAM, BY ISSUANCE OF ONE OR MORE FULLY INSURED INSURANCE POLICIES.

990 for the year ended August 31, 2025

Program accomplishments

  • BEGINNING SEPTEMBER 1, 2021, KAM BEGAN PROVIDING GROUP HEALTH INSURANCE AND OTHER WELFARE BENEFITS TO THE MEMBERS AND EMPLOYEES OF KAM, AS WELL AS QUALIFYING DEPENDENTS OF KAM, BY ISSUANCE OF ONE OR MORE FULLY INSURED INSURANCE POLICIES. THE TRUST PROGRAM IS OVERSEEN BY AN ELECTED BOARD OF TRUSTEES (TRUSTEES). THE TRUSTEES TOGETHER WITH THE KAM PERFORM ALL OF THE ACTIVITIES REQUIRED TO ADMINISTER THE TRUST AND MAKE DECISIONS ON THE ON-GOING OPERATIONS OF THE TRUST IN THE BEST INTEREST OF THE PARTICIPANTS.THE PROGRAM ACTIVITIES INCLUDE THE FOLLOWING:-- THE SELECTION OF INSURANCE CARRIERS, BENEFIT PLANS AND BENEFIT LEVELS IN SOME SITUATIONS;-- THE SELECTION AND APPOINTMENT OF VENDORS INCLUDING BANKING SERVICES, CONTRACT ADMINISTRATOR, INVESTMENT MANAGER IF NEEDED, AUDITOR, AND ATTORNEY;-- THE SALES, AND MARKETING OF THE PROGRAM INCLUDING THE DEVELOPMENT OF COMMUNICATION MATERIALS, AND THE USE OF OUTSIDE SALES AGENTS IF NEEDED; AND-- THE GENERAL MANAGEMENT OF TRUST FUNDS AND ASSETS.

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
87-6426781
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2022
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,496,632
Income (IRS master file)
$9,885,909

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$9,885,909$9,873,866$1,496,632XML
990August 2024$8,835,073$8,837,905$703,736IRS
990August 2023$9,690,106$9,664,428$757,342XML
990August 2022$10,369,212$10,298,012$849,241IRS

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 87-6426781).

Questions about KY ASSN OF MANUFACTURERS GROUP INS TR

What is the EIN of KY ASSN OF MANUFACTURERS GROUP INS TR?
The employer identification number (EIN) of KY ASSN OF MANUFACTURERS GROUP INS TR is 87-6426781.
Is KY ASSN OF MANUFACTURERS GROUP INS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2022.
Are donations to KY ASSN OF MANUFACTURERS GROUP INS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does KY ASSN OF MANUFACTURERS GROUP INS 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 KY ASSN OF MANUFACTURERS GROUP INS TR due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did KY ASSN OF MANUFACTURERS GROUP INS TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of KY ASSN OF MANUFACTURERS GROUP INS TR?
The 990 for the year ended August 31, 2025 names SHELLEY GOODWIN.
Who are the officers and directors of KY ASSN OF MANUFACTURERS GROUP INS TR?
The 990 for the year ended August 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does KY ASSN OF MANUFACTURERS GROUP INS TR have?
On its 990 for the year ended August 31, 2025 it reported revenue of $9,885,909, expenses of $9,873,866 and total assets of $1,496,632 at year end.

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