Src Benefit Programs Trust: FY2021 Nonprofit Profile & Form 990 (EIN 43-6489905)

Revenue by fiscal year
FY2021	$8.3M
FY2023	$10.0M
FY2024	$10.1M
FY2025	$13.9M

Expenses by fiscal year
FY2021	$8.3M
FY2023	$9.5M
FY2024	$10.6M
FY2025	$13.9M

Net assets by fiscal year
FY2021	$67K
FY2023	$596K
FY2024	$65K
FY2025	$74K

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Oct 1995.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

4 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2020); the FY2021 filing did not itemize Part VII

Laura Ruzicka

Plan Adminis

$0Pt VII · Sec A

William D Sheppard

Trustee

$0Pt VII · Sec A

John P Stack

Trustee

$0Pt VII · Sec A

Src Holdings Corporation

Plan Sponsor

$0Pt VII · Sec A

See Src Benefit Programs Trust executive salaries →

Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers healthcare benefits to its members.

Questions for Src Benefit Programs Trust

Tap to ask. Src Benefit Programs Trust sees how many people are interested.

Your first name shows with your question. Src Benefit Programs Trust answers here, for everyone.

2 programs · in their own filed words · FY2020

01

Premiums for health, disability & life insurance

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 43-6489905) · Dispute this line

Pt IX · Ln 25 · col B

02

Health care benefits paid for participants

Form 990 Part III, line 4, FY2020. The organization’s own words, as filed with the IRS. Find it at the IRS (EIN 43-6489905) · Dispute this line

Pt IX · Ln 25 · col B

By the numbers

The FY2021 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$8.3M

Ln 12

Fees for servicesLn 2g$8.3M

Money outPt IX

$8.3M

Ln 25

Owns and owesPt X

$67K

net assets · Ln 32

Cash and savingsLn 1–2$6K

Total assetsLn 16$321K

LiabilitiesLn 26$254K

PeoplePt VI, VII

4

listed · VII A

PaidVII A0

Voting boardVI 1a3

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$8.3M

Total revenueLn 12$8.3M

Assets in detailPt X, end of year

CashLn 1$6K

Cash and savings togetherLn 1–2$6K

Accounts receivableLn 4$289K

Prepaid expenses and deferred chargesLn 9$26K

Total assetsLn 16$321K

LiabilitiesLn 26$254K

Net assetsLn 32$67K

OperationsPt I, VI

EmployeesI 50

VolunteersI 63

Fiscal year endsHeaderJanuary

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13No

Records policyVI 14No

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY21	End FY21
Cash and savingsLn 1–2	$13K	$6K
Total assetsLn 16	$163K	$321K
LiabilitiesLn 26	$117K	$254K
Net assetsLn 32	$46K	$67K

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$7.9M
Other fees for servicesLn 11g	$220K
Other expenses (24a–d)Ln 24	$167K
Total functional expensesLn 25	$8.3M	$0	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 LatestFiled with the IRS Dec 8, 2025	$13.9M	$13.9M	$9K	$74K	990 PDF
FY2024Filed with the IRS Nov 22, 2024	$10.1M	$10.6M	−$531K	$65K	990 PDF
FY2023Filed with the IRS Dec 6, 2023	$10.0M	$9.5M	$478K	$596K	990 PDF
FY2022	Not on file
FY2021 ViewingFiled with the IRS Dec 6, 2021	$8.3M	$8.3M	$20K	$67K	990 PDF

Schedules filed Part IV

A · Public support I · Grants O · Explanations

See the full FY2021 990

Part I · Summary $8,283,311 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenuePrior year $9,275,976$8,283,311

I-10 Investment income$0

I-11 Other revenue$0

I-12 Total revenuePrior year $9,275,976$8,283,311

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to membersPrior year $9,136,546$7,875,052

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expensesPrior year $369,869$387,925

I-18 Total expensesPrior year $9,506,415$8,262,977

I-19 Revenue less expensesPrior year −$230,439$20,334

Part VI · Governance 0 of 3 board members independent, 3 to look at

VI-1a Voting members of the governing body3

VI-1b Independent voting members0

VI-13 Written whistleblower policyNo

VI-14 Document retention and destruction policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-12a Written conflict of interest policyYes

Part VIII · Statement of revenue $8,283,311 across 2 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $8,283,311$8,283,311

VIII-12 Total revenueRelated to mission $8,283,311$8,283,311

Part IX · Statement of functional expenses $8,262,977 across 3 lines filed

IX-4 Benefits paid to or for members$7,875,052

IX-11g Other fees for services$220,463

IX-24 Other expenses (24a–d)$167,462

IX-25 Total functional expensesPrograms $0 · Management $0 · Fundraising $0$8,262,977

Part X · Balance sheet $320,959 assets, 9 lines filed

X-1 Cash, non-interest-bearingStart of year $13,258$5,861

X-4 Accounts receivableStart of year $122,709$289,358

X-9 Prepaid expenses and deferred chargesStart of year $27,008$25,740

X-16 Total assetsStart of year $162,975$320,959

X-17 Accounts payable and accrued expensesStart of year $116,800$254,450

X-26 Total liabilitiesStart of year $116,800$254,450

X-31 Retained earnings or endowmentStart of year $46,175$66,509

X-32 Total net assets or fund balancesStart of year $46,175$66,509

X-33 Total liabilities and net assetsStart of year $162,975$320,959

Part XI · Reconciliation of net assets $66,509 net assets at year end

XI-1 Total revenue$8,283,311

XI-2 Total expenses$8,262,977

XI-3 Revenue less expenses$20,334

XI-4 Net assets at start of year$46,175

XI-10 Net assets at end of year$66,509

Form 990 e-file (XML) FY2021 from the IRS · Classification, formation year and address from the IRS Business Master File

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Src Benefit Programs Trust FY2021 filing

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for Src Benefit Programs Trust

By the numbers

Filing history

Schedules filed Part IV