Civic Intelligence

The Overland West Inc Welfare Benefit Trust

EIN 20-6002062 • 501(c)9 • Ogden, UT

Profile

To provide benefits to employees of Overland.

2805 Washington BlvdOgden, UT 84402-0590

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

69th percentile

0.05x

Higher debt load relative to assets than 69% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

59th percentile

0.01x

Higher debt load relative to revenue than 59% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Net Margin

48th percentile

1.8%

Higher net margin than 48% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $1M-$5M nonprofits • Source year 2025

Asset Growth

68th percentile

9.5%

Faster asset growth than 68% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets69th percentile

Assets

Down

$592,602

Down $193,728 (-25%) from 2023

Liabilities

Up

$50,510

Up $50,510 from 2023

Net Assets

Down

$542,092

Down $244,238 (-31%) from 2023

Operations
Liabilities / Revenue59th percentileNet Margin48th percentile

Revenue

Down

$3,758,407

Down $19,156 (-0.5%) from 2023

Expenses

Up

$4,002,645

Up $437,719 (+12%) from 2023

Net Income

Down

-$244,238

Down $456,875 (-215%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0M$2.0M$1.0M$0-$1.0MAssets 2010: $306,767Liabilities 2010: $78,255Net Assets 2010: $228,5122010Assets 2011: $208,975Liabilities 2011: $266,814Net Assets 2011: -$57,8392011Assets 2012: $449,845Liabilities 2012: $66,738Net Assets 2012: $383,1072012Assets 2013: $901,481Liabilities 2013: $0Net Assets 2013: $901,4812013Assets 2014: $1,179,013Liabilities 2014: $0Net Assets 2014: $1,179,0132014Assets 2015: $1,529,541Liabilities 2015: $2,584Net Assets 2015: $1,526,9572015Assets 2016: $2,037,445Liabilities 2016: $0Net Assets 2016: $2,037,4452016Assets 2017: $1,997,151Liabilities 2017: $0Net Assets 2017: $1,997,1512017Assets 2018: $1,897,682Liabilities 2018: $0Net Assets 2018: $1,897,6822018Assets 2019: $1,481,999Liabilities 2019: $0Net Assets 2019: $1,481,9992019Assets 2020: $904,961Liabilities 2020: $0Net Assets 2020: $904,9612020Assets 2021: $771,712Liabilities 2021: $0Net Assets 2021: $771,7122021Assets 2022: $612,731Liabilities 2022: $39,038Net Assets 2022: $573,6932022Assets 2023: $786,330Liabilities 2023: $0Net Assets 2023: $786,3302023Assets 2024: $592,602Liabilities 2024: $50,510Net Assets 2024: $542,0922024

Highlighted filing

2024

Assets$592,602
Liabilities$50,510
Net Assets$542,092
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2010: $1,852,5742010Expenses 2011: $2,498,2212011Expenses 2012: $2,124,0032012Expenses 2013: $2,397,3482013Revenue 2014: $2,664,664Expenses 2014: $2,387,132Net Income 2014: $277,5322014Revenue 2015: $2,485,046Expenses 2015: $2,137,102Net Income 2015: $347,9442015Revenue 2016: $2,586,404Expenses 2016: $2,075,916Net Income 2016: $510,4882016Revenue 2017: $2,719,387Expenses 2017: $2,759,681Net Income 2017: -$40,2942017Revenue 2018: $2,551,575Expenses 2018: $2,651,044Net Income 2018: -$99,4692018Revenue 2019: $2,904,892Expenses 2019: $3,320,575Net Income 2019: -$415,6832019Revenue 2020: $2,880,829Expenses 2020: $3,457,867Net Income 2020: -$577,0382020Revenue 2021: $2,971,963Expenses 2021: $3,105,212Net Income 2021: -$133,2492021Revenue 2022: $3,170,696Expenses 2022: $3,368,715Net Income 2022: -$198,0192022Revenue 2023: $3,777,563Expenses 2023: $3,564,926Net Income 2023: $212,6372023Revenue 2024: $3,758,407Expenses 2024: $4,002,645Net Income 2024: -$244,2382024

Highlighted filing

2024

Revenue$3,758,407
Expenses$4,002,645
Net Income-$244,238
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$592,602
Liabilities
$50,510
Net assets
$542,092
Revenue
$3,758,407
Expenses
$4,002,645
Net income
-$244,238
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.59$0.05$0.54$3.76$4.00$0.24
2023Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$3.78$3.56$0.21
2022Detailed filing. Detailed filing data is available for this year.$0.61$0.04$0.57$3.17$3.37$0.20
2021Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$2.97$3.11$0.13
2020Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$2.88$3.46$0.58
2019Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$2.90$3.32$0.42
2018Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$2.55$2.65$0.10
2017Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$2.72$2.76$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$2.59$2.08$0.51
2015Detailed filing. Detailed filing data is available for this year.$1.53$0.00$1.53$2.49$2.14$0.35
2014Detailed filing. Detailed filing data is available for this year.$1.18$0.00$1.18$2.66$2.39$0.28
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$2.40
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.45$0.07$0.38$2.12
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.27$0.06$2.50
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.31$0.08$0.23$1.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Apr 7, 2025
Return Version
2023v6.0
Gross Receipts
$3,758,407
Mission and Program Overview

Mission

To Provide Benefits to Employees of Overland.

To provide Overland West Inc employees and dependents with medical, dental, vision, mental health, basic life insurance, accidental death and dismemberment, prescription drug, and substance abuse benefits.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$497,812$304,952▼ $192,860
Accounts Receivable$154,166$153,298▼ $868
Total Assets$786,330$592,602▼ $193,728
Other Assets Total$134,352$134,352→ $0
Liabilities
Accounts Payable and Accrued Expenses-$50,510-
Total Liabilities$0$50,510▲ $50,510
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$786,330$542,092▼ $244,238
Total Net Assets Fund Balance$786,330$542,092▼ $244,238
Total Liabilities and Net Assets / Fund Balance$786,330$592,602▼ $193,728

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$134,352--
Compensation and Service Providers
Top Officer Pay53rd percentile

Employees

NameTitleBaseOtherTotal
Jerry H PetersenTrustee$299,471$45,100$344,571
Morgan KeyesTrustee$245,674$46,004$291,678
Trevor SteenblikTrustee$234,248$3,304$237,552
Tami HullTrustee$138,835$18,868$157,703
Claudia AllredTrustee (Until 10/23)$108,857$35,910$144,767
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,758,407
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-244,238

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,758,407
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$3,758,407
Total Revenue per Form 990
$3,758,407
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$814,048
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,188,597
Other Expenses---$655,616
Fees for Services Other---$158,432
Total Functional Expenses$0$0$0$4,002,645

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$4,002,645
Total Expenses per Audited Statements$4,002,645
Total Expenses per Form 990$4,002,645
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, line 2

“Jerry Petterson, Morgan Keys, and Trevor Steenblik have a business relationship with each other and with Claudia Allred, and Tami Hull. Jerry Petterson and Morgan Keys have a family relationship.”

Form 990, Part VI, Section A, line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11B

“The Form 990 is provided to the trustees of the organization and discussed during the board meeting. At the board meeting, the trustees approve the Form 990 or make suggestions that should be changed.”

Form 990, Part VI, Section C, line 19

“The governing documents, and financial statements are available upon request. Overland West Inc Welefare Benefit Trust does not have a conflict of interest policy.”

Part VI, Section A Line 1B

“The Board of Trustees consists of employees of the contributing employer and as such the board members are compensated by the contributing employer for the services they provide as employees of their respective employer. Due to this, they are not considered independent Trustees.”

Form 990, Part VII, Section A, Line 1A, Columns E and F:

“The Compensation paid to the Trustees by the related organization included in the Schedule R is not included in columns (E) and (F) because it is paid by a for-profit organization that is not owned or controlled directly or indirectly by the Overland West Inc Welfare Benefit Trust, and the related for-profit organization does not provide management services for a fee to the Overland West Inc Welfare Benefit Trust.”

Filing and Contact Details

Filer

Filer Name
Overland West Inc Welfare Benefit Trust
EIN
20-6002062
Phone
8016215663
Address
2805 Washington Blvd, Ogden, UT 84402-0590

Signing Officer

Name
Trevor Steenblik
Title
Trustee
Phone
8013375231
Signed
2025-04-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Trevor Steenblik
Formed
2003
Legal Domicile
Ut
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Eide Bailly LLP
Address
5929 Fashion Point Dr Ste 300, Ogden, UT 84403-4684
Preparer
Derek L Bell CPA
Phone
8016211575
Supplemental Narrative

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the United States of America require plan management to evaluate tax positions taken by the Plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the IRS. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix371 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/TotalAmt03188597
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0Trevor Steenblik
IRS990/BooksInCareOfDetail/PhoneNum08013375227
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02805 Washington Blvd
IRS990/BooksInCareOfDetail/USAddress/CityNm0Odgen
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IRS990/Desc0The plan provides medical, dental, mental health, basic life insurance, prescription drug and substance abuse benefits to 210 eligible employees of Overland West, Inc. and its wholly-owned subsidiary and their covered dependents.
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IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee (Until 10/23)
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IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt12475
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt21652
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt045100
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt143529
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt21652
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0Jerry H Petersen
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1Morgan Keyes
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2Trevor Steenblik
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0344571
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1291678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt2237552
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt20
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0Compensation is paid by a related party. This organization does not compensate the Trustees of the organization.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Jerry Petterson, Morgan Keys, and Trevor Steenblik have a business relationship with each other and with Claudia Allred, and Tami Hull. Jerry Petterson and Morgan Keys have a family relationship.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1There are no committees with the authority to act on behalf of the governing body.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The Form 990 is provided to the trustees of the organization and discussed during the board meeting. At the board meeting, the trustees approve the Form 990 or make suggestions that should be changed.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3The governing documents, and financial statements are available upon request. Overland West Inc Welefare Benefit Trust does not have a conflict of interest policy.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4The Board of Trustees consists of employees of the contributing employer and as such the board members are compensated by the contributing employer for the services they provide as employees of their respective employer. Due to this, they are not considered independent Trustees.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5The Compensation paid to the Trustees by the related organization included in the Schedule R is not included in columns (E) and (F) because it is paid by a for-profit organization that is not owned or controlled directly or indirectly by the Overland West Inc Welfare Benefit Trust, and the related for-profit organization does not provide management services for a fee to the Overland West Inc Welfare Benefit Trust.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Part VI, Section A Line 1b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part VII, Section A, Line 1a, Columns E and F:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0870440922
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0UT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0Materials
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Overland West Inc
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02805 Washington Blvd
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Ogden
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0UT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd084401
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0786330
IRS990/TotalAssetsEOYAmt0592602
IRS990/TotalAssetsGrp/BOYAmt0786330
IRS990/TotalAssetsGrp/EOYAmt0592602
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04002645
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt050510
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt050510
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0786330
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0542092
IRS990/TotalOtherCompensationAmt0140932
IRS990/TotalProgramServiceRevenueAmt03758407
IRS990/TotalReportableCompFromOrgAmt01117366
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03758407
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt03758407
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0786330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0592602
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02805 Washington Blvd
IRS990/USAddress/CityNm0Ogden
IRS990/USAddress/StateAbbreviationCd0UT
IRS990/USAddress/ZIPCd0844020590
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TREVOR STEENBLIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum08013375231
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Overland West Inc Welfare Benefit Trust
ReturnHeader/Filer/BusinessNameControlTxt0OVER
ReturnHeader/Filer/EIN0206002062
ReturnHeader/Filer/PhoneNum08016215663
ReturnHeader/Filer/USAddress/AddressLine1Txt02805 Washington Blvd
ReturnHeader/Filer/USAddress/CityNm0Ogden
ReturnHeader/Filer/USAddress/StateAbbreviationCd0UT
ReturnHeader/Filer/USAddress/ZIPCd0844020590
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0450250958
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Eide Bailly LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05929 Fashion Point Dr Ste 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Ogden
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0UT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0844034684
ReturnHeader/PreparerPersonGrp/PhoneNum08016211575
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Derek L Bell CPA
ReturnHeader/ReturnTs02025-04-09T11:48:24-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-06-01
ReturnHeader/TaxPeriodEndDt02024-05-31
ReturnHeader/TaxYr02023

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