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Nonprofit · EIN 94-2760230

TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT

Tax-exempt · CEDAR RAPIDS, IA 52499

Financials

$30K$114K2023$24K$207K2024
Revenue Expenses · by fiscal year end
Financials of TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$23,513$206,558-$183,045$460,876$0$460,876
December 31, 2023990$29,634$113,831-$84,197$643,921$0$643,921
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$23,513
Net gain from sales of assets
-$18,338
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$190,095
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$200,981
Management and general (functional)
$5,577

Balance sheet and other

Total assets, start of year
$643,921
Total assets, end of year
$460,876
Total liabilities, end of year
$0
Net assets, end of year
$460,876
Publicly traded securities
$337,958
Gross receipts
$196,807
Employees
0
Year formed
1982
State of legal domicile
CA

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 / weekCompensation
PRINCIPAL BANK TRUSTEETRUSTEE
Institutional trustee
–$16,463
SCOTT ALBERTSONCHIEF TAX OF
Officer
–$0
990 for the year ended December 31, 2023: 2 people
NameTitleHours / weekCompensation
PRINCIPAL BANK TRUSTEETRUSTEE
Institutional trustee
–$16,508
SCOTT ALBERTSONCHIEF TAX OF
Officer
–$0

Address and contacts

Address (IRS master file)
6400 C ST SW, CEDAR RAPIDS, IA 52499-0003
In care of
% GARY WERKMAN
Principal officer (990 for 2024)
SCOTT ALBERTSON, 6400 C STREET SW C/O TAX DEPARTMENT, CEDAR RAPIDS, IA 52499
Signed the 990
SCOTT ALBERTSON, CHIEF TAX OFFICER
Phone
(319) 355-3075
Return prepared by
BGHN ASSOCIATES PC

Mission

THE ORGANIZATION IS A 501(C)(9) TRUST FOR A WELFARE BENEFIT PLAN THAT PROVIDES SHORT-TERM DISABILITY PAYMENTS FOR ELIGIBLE PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • EXPENSES FOR BENEFITS PAID TO ELIGIBLE PLAN PARTICIPANTS AND ADMINISTRATIVE COSTS.
    Expenses $200,981

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
94-2760230
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1982
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$460,876
Income (IRS master file)
$196,807

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$23,513$206,558$460,876XML
990December 2023$29,634$113,831$643,921XML
990December 2022-$20,936$116,366$728,118IRS
990December 2021–––IRS
990December 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 94-2760230).

Questions about TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT

What is the EIN of TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT?
The employer identification number (EIN) of TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT is 94-2760230.
Is TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1982.
Are donations to TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT 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 TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT 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 TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT 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 TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT?
The 990 for the year ended December 31, 2024 names SCOTT ALBERTSON.
Who are the officers and directors of TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT?
The 990 for the year ended December 31, 2024 lists 2 people; 1 received compensation from the organization, the highest $16,463 (PRINCIPAL BANK TRUSTEE, TRUSTEE).
How much revenue does TRANSAMERICA CORPORATION DISABILITY TRUST AGREEMENT have?
On its 990 for the year ended December 31, 2024 it reported revenue of $23,513, expenses of $206,558 and total assets of $460,876 at year end.

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