Nonprofit · EIN 94-3452953
INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST
Tax-exempt · CLINTON, IA 52733
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $410,018 | $400,968 | $9,050 | $1,615,426 | $0 | $1,615,426 |
| December 31, 2023 | 990 | $482,976 | $392,835 | $90,141 | $1,587,888 | $140 | $1,587,748 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $329,446
- Investment income
- $80,572
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $386,026
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $1,587,888
- Total assets, end of year
- $1,615,426
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,615,426
- Publicly traded securities
- $1,615,423
- Gross receipts
- $410,018
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- State of legal domicile
- SD
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 | Other / benefits |
|---|---|---|---|---|
| ALTA TRUST | TRUSTEE Institutional trustee | 0 | $0 | $260 |
| WASHINGTON TRUST BANK | TRUSTEE Institutional trustee | 0 | $0 | $183 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| WASHINGTON TRUST BANK | TRUSTEE Institutional trustee | 0 | $0 | $780 |
Address and contacts
- Address (IRS master file)
- PO BOX 4391, CLINTON, IA 52733-4391
- In care of
- % TRUST POINT INC
- Mailing address (990-N for 2009)
- 230 FRONT STREET NORTH, LA CROSSE WI 54601
- Principal officer (990 for 2024)
- PATRICIA REIMANN, PO BOX 4391, CLINTON, IA 527334391
- Principal officer (990-N for 2009)
- SHELLY MONSON, 14445 DIAMOND PATH WEST, ROSEMOUNT MN 55068
- Signed the 990
- PATRICIA REIMANN, TRUSTEE REPRESENTATIVE
- Phone
- (716) 245-6100
- Return prepared by
- ONEBRIDGE BENEFITS INC
Mission
THE TRUST HAS BEEN ESTABLISHED TO PROVIDE ACTIVE AND FORMER EMPLOYEES WITH HEALTH REIMBURSEMENT BENEFITS AS SET FORTH IN THE RELATED PLAN AND TO PROVIDE PAYMENT FOR HEALTH EXPENSES AS PERMITTED BY SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
Program accomplishments
- ALL EXPENSES INCURRED HAVE BEEN APPLIED IN ACCORDANCE WITH THE STATED MISSION FOR ACTIVE AND FORMER EMPLOYEES, AND TO DEFRAY THE COST OF ADMINISTERING THE PLAN.
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
- 94-3452953
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,615,426
- Income (IRS master file)
- $410,018
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $410,018 | $400,968 | $1,615,426 | XML |
| 990 | December 2023 | $482,976 | $392,835 | $1,587,888 | XML |
| 990 | December 2022 | $491,266 | $345,891 | $1,473,694 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990-N for 2009 Officer: SHELLY MONSON | June 30, 2010 | ≤ $50,000 receipts | – | – | e-Postcard |
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 94-3452953).
Questions about INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST
- What is the EIN of INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST?
- The employer identification number (EIN) of INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST is 94-3452953.
- Is INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST 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 INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST 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 INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST 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 INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST?
- The 990 for the year ended December 31, 2024 names PATRICIA REIMANN.
- Who are the officers and directors of INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENT SCHOOL DISTRICT 196 REIMBURSEMENT ARRANGEMENT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $410,018, expenses of $400,968 and total assets of $1,615,426 at year end.
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