Bartholomew Csd Veba Trust: FY2022 Nonprofit Profile & Form 990 (EIN 45-5271345)

Revenue by fiscal year
FY2020	$801K
FY2021	$721K
FY2022	$132K
FY2024	$937K

Expenses by fiscal year
FY2020	$337K
FY2021	$314K
FY2022	$288K
FY2024	$275K

Net assets by fiscal year
FY2020	$4.5M
FY2021	$4.9M
FY2022	$3.8M
FY2024	$5.0M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Jul 2014.

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

Where the money goes

100 cents of each dollar spent went to programs.

100%

Program services 100% · $288K

Form 990 Part IX, line 25. Every line is in By the numbers.

Something off? Claim to fix it

Who runs it and what they're paid

1 person listed on the 990.

Part VII, Section A · reportable compensation

Chad Phillips

Asst Superintendant

$0Pt VII · Sec A

See Bartholomew Csd Veba Trust executive salaries →

On this list? Claim this org

Something off? Claim to fix it

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

Funds retiree healthcare benefits for eligible plan participants.

Questions for Bartholomew Csd Veba Trust

Tap to ask. Bartholomew Csd Veba Trust sees how many people are interested.

Your first name shows with your question. Bartholomew Csd Veba Trust answers here, for everyone.

Provided by the organization

Know this org? Add your story

1 program · $280K · in their own filed words · FY2022

01

Total expense is comprised of health care benefits paid to eligible participants. Total revenue represents the organizations program-related contributions to the veba trust for the purpose of funding retiree health care benefits to participants.

$280Kprogram expense

By the numbers

The FY2022 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$132K

Ln 12

Fees for servicesLn 2g$132K

Money outPt IX

$288K

Ln 25

Programscol B$288K

Owns and owesPt X

$3.8M

net assets · Ln 32

Cash and savingsLn 1–2$3.8M

Total assetsLn 16$3.8M

LiabilitiesLn 26$0

PeoplePt VI, VII

1

listed · VII A

PaidVII A0

Voting boardVI 1a0

IndependentVI 1b0

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$132K

Total revenueLn 12$132K

Assets in detailPt X, end of year

CashLn 1$3.8M

Cash and savings togetherLn 1–2$3.8M

Total assetsLn 16$3.8M

LiabilitiesLn 26$0

Net assetsLn 32$3.8M

OperationsPt I, VI

EmployeesI 50

Fiscal year endsHeaderDecember

Conflict-of-interest policyVI 12aYes

Whistleblower policyVI 13Yes

Records policyVI 14Yes

3Year over year

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

Line	Start FY22	End FY22
Cash and savingsLn 1–2	$4.9M	$3.8M
Total assetsLn 16	$4.9M	$3.8M
LiabilitiesLn 26	$0	$0
Net assetsLn 32	$4.9M	$3.8M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$280K	$280K
All other expensesLn 24e	$8K	$8K
Total functional expensesLn 25	$288K	$288K	$0	$0

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2024 Latest	$937K	$275K	$662K	$5.0M	990 PDF
FY2023	Not on file
FY2022 Viewing	$132K	$288K	−$157K	$3.8M	990 PDF
FY2021	$721K	$314K	$408K	$4.9M	990 PDF
FY2020	$801K	$337K	$465K	$4.5M	990 PDF

More to add? Claim this org

Schedules filed Part IV

III · Programs I · Grants R · Related orgs G · Fundraising L · Interested persons A · Public support F · Foreign M · Noncash

See the full FY2022 990 (6 parts)

Part I · Summary $131,554 revenue, 12 lines filed

I-8 Contributions and grants$0

I-9 Program service revenuePrior year $138,052$131,554

I-10 Investment incomePrior year $581,373$0

I-11 Other revenuePrior year $1,791$0

I-12 Total revenuePrior year $721,216$131,554

I-13 Grants and similar amounts paid$0

I-14 Benefits paid to membersPrior year $313,687$280,184

I-15 Salaries and benefits$0

I-16a Professional fundraising fees$0

I-17 Other expenses$8,164

I-18 Total expensesPrior year $313,687$288,348

I-19 Revenue less expensesPrior year $407,529−$156,794

Part VI · Governance 1 to look at

VI-1a Voting members of the governing body0

VI-1b Independent voting members0

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

VI-13 Written whistleblower policyYes

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $131,554 across 2 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $131,554$131,554

VIII-12 Total revenueRelated to mission $131,554 · Unrelated business $0 · Excluded from tax $0$131,554

Part IX · Statement of functional expenses $288,348 across 2 lines filed

IX-4 Benefits paid to or for membersPrograms $280,184$280,184

IX-24e All other expensesPrograms $8,164$8,164

IX-25 Total functional expensesPrograms $288,348 · Management $0 · Fundraising $0$288,348

Part X · Balance sheet $3,777,783 assets, 7 lines filed

X-1 Cash, non-interest-bearingStart of year $4,931,158$3,777,783

X-16 Total assetsStart of year $4,931,158$3,777,783

X-26 Total liabilitiesStart of year $0$0

X-27 Net assets without donor restrictionsStart of year $0$0

X-28 Net assets with donor restrictionsStart of year $0$0

X-32 Total net assets or fund balancesStart of year $4,931,158$3,777,783

X-33 Total liabilities and net assetsStart of year $4,931,158$3,777,783

Part XI · Reconciliation of net assets $3,777,783 net assets at year end

XI-1 Total revenue$131,554

XI-2 Total expenses$288,348

XI-3 Revenue less expenses−$156,794

XI-4 Net assets at start of year$4,931,158

XI-5 Net unrealized gains (losses) on investments−$996,581

XI-10 Net assets at end of year$3,777,783

Form 990 e-file (XML) FY2022 from the IRS · Classification, formation year and address from the IRS Business Master File

Names, privacy, and removal requests More

The names, titles, and compensation shown on this page are reproduced from IRS Form 990 filings, which are public records.

Philanthropy.org does not alter the content of those filings. All information appears exactly as reported by the filing organization for the tax year shown.

We publish only information contained in the public IRS filing — and less than the filing contains. Our profile pages do not display street addresses, telephone numbers, personal email addresses, or other personal contact information, even where the filing includes them.

Many people share the same name. A name shown on this page reflects only what one organization reported in one IRS filing for one tax year. It should not be interpreted as identifying any other individual with the same or a similar name.

If you are no longer affiliated with the organization, your name will generally stop appearing in future IRS filings once the organization no longer reports you. Pages for tax years in which you were reported remain published because those filings remain part of the public record.

Philanthropy.org does not alter or remove IRS filing records. Removing a page from this website would not remove the underlying IRS filing, which remains publicly available from the IRS and other publishers of the same information.

If you believe the IRS filing itself is inaccurate, corrections must be made by the filing organization or the IRS directly.

Your org? Add context

Made it to the end? Claim this org

Bartholomew Csd Veba Trust FY2022 filing

Before you give