Acme Engineering Comprehensive Health Care Program Trust FY2020 filing

Not tax-deductible

Muskogee, OKMutual-benefit / member-servingEIN 73-6229472Revenue $1.7M in FY2020

On file with the IRSPo Box 978, 74402-0978 · Muskogee, OKTax-exempt since Dec 1987

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The Acme Engineering Comprehensive Health Care Trust is a voluntary employee's beneficiary association under I.r.c. Section 501(c)(9). IT provides medical benefits for the employees of Acme Engineering & manufacturing corp.

100¢ of each $1 spent went to programs.
Mission: Form 990 Part I, line 1 · Programs: Part IX

Before you give

FY2020 · Form 990Independent: from IRS data, not the org
Download 990
Tax-deductible gifts
No
Donations are not tax-deductible
Worth a look: the IRS does not list gifts to it as deductible.
IRS Pub. 78 · IRS BMF
Latest return
FY2024
latest Form 990
Looks good: the latest return is for FY2024, 2 tax years back; within 2 tax years.
IRS e-file · Filing history
Surplus or deficit
3 of 5
filings with a surplus
Average surplus $1K a year · under 1% of revenue · last 5 filings
Worth a look: a surplus in 3 of the last 5 filings.
Pt I · Ln 19 · 5 filings
Spent on programs
100%
of spending
Looks good: 100% of spending went to programs; 75% or more.
Pt IX · Ln 25 · col B
Cash reserves
<1 mo
of spending, in cash
Concern: 0.4 months of spending in cash; under 2 weeks.
Pt X · Ln 1–2 · Pt I · Ln 18
Liabilities
$0
0% of total assets
Looks good: liabilities are 0% of assets; 50% or less.
Pt X · Ln 26
Independent board members
2
of 2 voting members
Looks good: 2 of 2 voting members are independent, a majority.
Pt VI · Ln 1a–1b
Looks goodFineWorth a lookConcernNo data yetTap a box for the reason.
Revenue
$1.7M
Spent
$1.7M
To programs
100%
Net assets
$57K
By yearFY2020–FY2024
Revenue
$1.7M
FY2020
Tap a bar for its year
Revenue by fiscal year
FY2020$1.7M
FY2021$1.5M
FY2022$781K
FY2023$1.2M
FY2024$1.0M
Expenses
$1.7M
FY2020
Tap a bar for its year
Expenses by fiscal year
FY2020$1.7M
FY2021$1.5M
FY2022$779K
FY2023$1.2M
FY2024$1.0M
Net assets
$57K
FY2020
Tap a bar for its year
Net assets by fiscal year
FY2020$57K
FY2021$50K
FY2022$52K
FY2023$62K
FY2024$53K

From the FY2020 Form 990 · figures checked against the IRS filing · see the original

Form 990 (PDF) Claim
You’re viewing the FY2020 filing — not the latest on file. See the latest (FY2024) →

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2024. IRS ruling in Dec 1987.

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

Where the money goes

100 cents of each dollar spent went to programs.

Program services 100% · $1.7M

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

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Who runs it and what they're paid

2 people listed on the 990.

Part VII, Section A · reportable compensation
$0Pt VII · Sec A
President
$0Pt VII · Sec A
See Acme Engineering Comprehensive Health Care Program Trust executive salaries →

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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

Provides medical benefits for employees of Acme Engineering & Manufacturing Corp.

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Provided by the organization

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1 program · $1.7M · in their own filed words · FY2020
01

The acme engineering comprehensive health care trust is a voluntary employee's beneficiary association under I.R.C. Section 501(c)(9). It provides medical benefits for the employees of acme engineering & manufacturing corp.

$1.7Mprogram expense

By the numbers

The FY2020 990, line by line.

1The main four
Money inPt VIII
$1.7M
Ln 12
Fees for servicesLn 2g$1.7M
Money outPt IX
$1.7M
Ln 25
Programscol B$1.7M
Owns and owesPt X
$57K
net assets · Ln 32
Cash and savingsLn 1–2$57K
Total assetsLn 16$57K
LiabilitiesLn 26$0
PeoplePt VI, VII
2
listed · VII A
PaidVII A0
Voting boardVI 1a2
IndependentVI 1b2
2In more detail
Revenue in detailPt VIII
Fees for servicesLn 2g$1.7M
Total revenueLn 12$1.7M
Assets in detailPt X, end of year
CashLn 1$21K
SavingsLn 2$35K
Cash and savings togetherLn 1–2$57K
Total assetsLn 16$57K
LiabilitiesLn 26$0
Net assetsLn 32$57K
OperationsPt I, VI
EmployeesI 50
VolunteersI 60
Fiscal year endsHeaderDecember
Conflict-of-interest policyVI 12aNo
Whistleblower policyVI 13No
Records policyVI 14No
3Year over year
Balance sheet, start vs end of yearPt X · col A, B
LineStart FY20End FY20
Cash and savingsLn 1–2$47K$57K
Total assetsLn 16$47K$57K
LiabilitiesLn 26$0$0
Net assetsLn 32$47K$57K
4Every line
Statement of functional expensesPt IX · every line
LineTotalProgramsManagementFundraising
Benefits paid to or for membersLn 4$1.6M$1.6M
Other expenses (24a–d)Ln 24$105K$105K
Total functional expensesLn 25$1.7M$1.7M$0$0

Filing history

YearMoney inMoney outIn minus outNet assetsDownload
FY2024 Latest $1.0M$1.0M−$9K$53K 990 PDF
FY2023 $1.2M$1.2M$10K$62K 990 PDF
FY2022 $781K$779K$2K$52K 990 PDF
FY2021 $1.5M$1.5M−$6K$50K 990 PDF
FY2020 Viewing $1.7M$1.7M$10K$57K 990 PDF

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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 FY2020 990 (6 parts)
Part I · Summary $1,734,023 revenue, 12 lines filed
I-8 Contributions and grantsPrior year $0$0
I-9 Program service revenuePrior year $1,531,133$1,734,023
I-10 Investment incomePrior year $0$0
I-11 Other revenuePrior year $0$0
I-12 Total revenuePrior year $1,531,133$1,734,023
I-13 Grants and similar amounts paidPrior year $0$0
I-14 Benefits paid to membersPrior year $1,459,728$1,619,311
I-15 Salaries and benefitsPrior year $0$0
I-16a Professional fundraising feesPrior year $0$0
I-17 Other expensesPrior year $99,177$105,113
I-18 Total expensesPrior year $1,558,905$1,724,424
I-19 Revenue less expensesPrior year −$27,772$9,599
Part VI · Governance 2 of 2 board members independent, 4 to look at
VI-1a Voting members of the governing body2
VI-1b Independent voting members2
VI-12a Written conflict of interest policyNo
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
Part VIII · Statement of revenue $1,734,023 across 2 lines filed
VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $1,734,023$1,734,023
VIII-12 Total revenueRelated to mission $1,734,023 · Unrelated business $0 · Excluded from tax $0$1,734,023
Part IX · Statement of functional expenses $1,724,424 across 2 lines filed
IX-4 Benefits paid to or for membersPrograms $1,619,311$1,619,311
IX-24 Other expenses (24a–d)Programs $105,113$105,113
IX-25 Total functional expensesPrograms $1,724,424 · Management $0 · Fundraising $0$1,724,424
Part X · Balance sheet $56,548 assets, 8 lines filed
X-1 Cash, non-interest-bearingStart of year $44,439$21,299
X-2 Savings and temporary cash investmentsStart of year $2,510$35,249
X-4 Accounts receivable$0
X-16 Total assetsStart of year $46,949$56,548
X-26 Total liabilitiesStart of year $0$0
X-27 Net assets without donor restrictionsStart of year $46,949$56,548
X-32 Total net assets or fund balancesStart of year $46,949$56,548
X-33 Total liabilities and net assetsStart of year $46,949$56,548
Part XI · Reconciliation of net assets $56,548 net assets at year end
XI-1 Total revenue$1,734,023
XI-2 Total expenses$1,724,424
XI-3 Revenue less expenses$9,599
XI-4 Net assets at start of year$46,949
XI-9 Other changes in net assets$0
XI-10 Net assets at end of year$56,548

Form 990 e-file (XML) FY2020 from the IRS · Classification, formation year and address from the IRS Business Master File

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