Civic Intelligence

Omega Enterprises Veba Associated Trust Co Na

EIN 39-6514138 • 501(c)9 • Green Bay, WI

Profile

To provide health & welfare benefits to all employees, medical & dental claims for health insurance plan

PO Box 12800Green Bay, WI 54307-2800

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Net Margin

9th percentile

-134%

Higher net margin than 9% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$3,106

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $500k-$1M nonprofits • Source year 2025

Asset Growth

17th percentile

-100%

Faster asset growth than 17% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Revenue Growth

7th percentile

-72%

Faster revenue growth than 7% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2024 to 2025

Assets

Down

$0

Down $1,203,827 (-100%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Down

$0

Down $1,203,827 (-100%) from 2024

Revenue

Down

$899,572

Down $2,306,031 (-72%) from 2024

Expenses

Down

$2,108,255

Down $545,841 (-21%) from 2024

Net Income

Down

-$1,208,683

Down $1,760,190 (-319%) from 2024

Trend Graphs

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $72,946Liabilities 2011: $0Net Assets 2011: $72,9462011Assets 2012: $61,076Liabilities 2012: $0Net Assets 2012: $61,0762012Assets 2013: $3,520Liabilities 2013: $0Net Assets 2013: $3,5202013Assets 2014: $278,967Liabilities 2014: $0Net Assets 2014: $278,9672014Assets 2015: $544,183Liabilities 2015: $0Net Assets 2015: $544,1832015Assets 2016: $305,781Liabilities 2016: $0Net Assets 2016: $305,7812016Assets 2017: $569,196Liabilities 2017: $0Net Assets 2017: $569,1962017Assets 2018: $372,304Liabilities 2018: $0Net Assets 2018: $372,3042018Assets 2019: $185,906Liabilities 2019: $0Net Assets 2019: $185,9062019Assets 2020: $788,670Liabilities 2020: $0Net Assets 2020: $788,6702020Assets 2021: $995,603Liabilities 2021: $0Net Assets 2021: $995,6032021Assets 2022: $419,566Liabilities 2022: $0Net Assets 2022: $419,5662022Assets 2023: $654,369Liabilities 2023: $0Net Assets 2023: $654,3692023Assets 2024: $1,203,827Liabilities 2024: $0Net Assets 2024: $1,203,8272024Assets 2025: $0Liabilities 2025: $0Net Assets 2025: $02025

Highlighted filing

2025

Assets$0
Liabilities$0
Net Assets$0

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $753,171Expenses 2011: $843,676Net Income 2011: -$90,5052011Revenue 2012: $1,054,107Expenses 2012: $1,065,978Net Income 2012: -$11,8712012Revenue 2013: $926,545Expenses 2013: $984,102Net Income 2013: -$57,5572013Revenue 2014: $1,334,512Expenses 2014: $1,059,064Net Income 2014: $275,4482014Revenue 2015: $1,231,363Expenses 2015: $966,146Net Income 2015: $265,2172015Revenue 2016: $1,305,472Expenses 2016: $1,543,826Net Income 2016: -$238,3542016Revenue 2017: $1,590,935Expenses 2017: $1,327,216Net Income 2017: $263,7192017Revenue 2018: $1,701,086Expenses 2018: $1,898,032Net Income 2018: -$196,9462018Revenue 2019: $2,000,292Expenses 2019: $2,186,793Net Income 2019: -$186,5012019Revenue 2020: $2,084,837Expenses 2020: $1,482,522Net Income 2020: $602,3152020Revenue 2021: $1,832,671Expenses 2021: $1,625,733Net Income 2021: $206,9382021Revenue 2022: $1,989,091Expenses 2022: $2,564,139Net Income 2022: -$575,0482022Revenue 2023: $3,067,450Expenses 2023: $2,830,853Net Income 2023: $236,5972023Revenue 2024: $3,205,603Expenses 2024: $2,654,096Net Income 2024: $551,5072024Revenue 2025: $899,572Expenses 2025: $2,108,255Net Income 2025: -$1,208,6832025

Highlighted filing

2025

Revenue$899,572
Expenses$2,108,255
Net Income-$1,208,683

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.90$2.11$1.21
2024Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$3.21$2.65$0.55
2023Detailed filing. Detailed filing data is available for this year.$0.65$0.00$0.65$3.07$2.83$0.24
2022Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$1.99$2.56$0.58
2021Detailed filing. Detailed filing data is available for this year.$1.00$0.00$1.00$1.83$1.63$0.21
2020Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$2.08$1.48$0.60
2019Summary only. Only limited summary data is available for this year.$0.19$0.00$0.19$2.00$2.19$0.19
2018Summary only. Only limited summary data is available for this year.$0.37$0.00$0.37$1.70$1.90$0.20
2017Summary only. Only limited summary data is available for this year.$0.57$0.00$0.57$1.59$1.33$0.26
2016Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$1.31$1.54$0.24
2015Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$1.23$0.97$0.27
2014Summary only. Only limited summary data is available for this year.$0.28$0.00$0.28$1.33$1.06$0.28
2013Summary only. Only limited summary data is available for this year.$0.00$0.00$0.00$0.93$0.98$0.06
2012Summary only. Only limited summary data is available for this year.$0.06$0.00$0.06$1.05$1.07$0.01
2011Summary only. Only limited summary data is available for this year.$0.07$0.00$0.07$0.75$0.84$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 19, 2026
Return Version
2024v5.2
Gross Receipts
$899,572
Mission and Program Overview

Mission

To provide health & welfare benefits to all employees, medical & dental claims for health insurance plan

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$1,203,827$0▼ $1,203,827
Rtn Earn Endowment Incm Other Fnds$1,203,827$0▼ $1,203,827
Total Assets$1,203,827$0▼ $1,203,827
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,203,827$0▼ $1,203,827
Total Liabilities and Net Assets / Fund Balance$1,203,827$0▼ $1,203,827
Compensation and Service Providers

Employees

NameTitleBaseTotal
-Trustee$3,106$3,106
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$874,200
Investment Income
$25,372
Other Revenue
$0
Change in Net Assets
$-1,208,683
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$13,950
Salaries, Compensation, and Employee Benefits$3,106
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$2,091,199--$2,091,199
Other Expenses$13,950--$13,950
Current Officers, Directors, Trustees, and Key Employees-$3,106-$3,106
Total Functional Expenses$2,105,149$3,106$0$2,108,255
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

The omega veba trust was created for the self-funded health insurance plan to benefit our office administrative employees.we are not a traditional non-profit organization and do not have a separate governing body or structure related to this trust.

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

SEE 8A

Form 990, Page 6, Part VI, Line 11-description of Process for Review

The organization does not independently review the form 990, as it is prepared by a tax preparation organization

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

N/A

Form 990, Page 6, Part VI, Line 19

Required documents are available upon request

Filing and Contact Details

Filer

Filer Name
Omega Enterprises Veba Associated Trust Co Na
EIN
39-6514138
Phone
9204333131
Address
PO BOX 12800, GREEN BAY, WI 54307-2800

Signing Officer

Name
Associated Trust Company Na
Title
Trustee
Phone
9204333131
Signed
2026-01-19
Discuss with paid preparer
Yes

Organization Details

Formed
1990
Legal Domicile
Wi
Voting Board Members
0
Independent Board Members
0
Employees
193

Preparer

Firm
Ernst & Young US Llp
Address
155 NORTH WACKER DRIVE, CHICAGO, IL 60606-1787
Preparer
Shirley Hu
Phone
3128792000
Supplemental Narrative

Additional Explanations

Form 990, Schedule N, Part I, (F) Name of Recipient

The trust was terminated. Funds went to trustee for distribution back to employees for health and welfare benefits.

Explanation for Form 990, Part XI, Line 9

Balance book & tax: ($4856)

Raw XML Appendix251 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ALL EMPLOYEES, MEDICAL & DENTAL CLAIMS FOR HEALTH INSURANCE PLAN
IRS990/BenefitsToMembersGrp/ProgramServicesAmt02091199
IRS990/BenefitsToMembersGrp/TotalAmt02091199
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATED TRUST COMPANY
IRS990/BooksInCareOfDetail/PhoneNum09204333131
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0PO BOX 12800
IRS990/BooksInCareOfDetail/USAddress/CityNm0GREEN BAY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0543072800
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt03106
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt03106
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt02091199
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt025372
IRS990/CYOtherExpensesAmt013950
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0874200
IRS990/CYRevenuesLessExpensesAmt0-1208683
IRS990/CYSalariesCompEmpBnftPaidAmt03106
IRS990/CYTotalExpensesAmt02108255
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0899572
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0HEALTH & WELFARE BENEFITS PAID FOR EMPLOYEES
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt0193
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FinalReturnInd0X
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0ASSOCIATED TRUST COMPANY NA
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt03106
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01990
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0899572
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt00
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt025372
IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt025372
IRS990/InvestmentInJointVentureInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0false
IRS990/MissionDesc0TO PROVIDE HEALTH & WELFARE BENEFITS TO ALL EMPLOYEES, MEDICAL & DENTAL CLAIMS FOR HEALTH INSURANCE PLAN
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt01203827
IRS990/NetAssetsOrFundBalancesEOYAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt04856
IRS990/OtherExpensesGrp/Desc0ESTIMATED UBTI TAX PAYMENTS
IRS990/OtherExpensesGrp/ProgramServicesAmt013950
IRS990/OtherExpensesGrp/TotalAmt013950
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0874200
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0874200
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt02631883
IRS990/PYExcessBenefitTransInd0false
IRS990/PYInvestmentIncomeAmt044675
IRS990/PYOtherExpensesAmt019550
IRS990/PYProgramServiceRevenueAmt03160928
IRS990/PYRevenuesLessExpensesAmt0551507
IRS990/PYSalariesCompEmpBnftPaidAmt02663
IRS990/PYTotalExpensesAmt02654096
IRS990/PYTotalRevenueAmt03205603
IRS990/ReconcilationRevenueExpnssAmt0-1208683
IRS990/RegularMonitoringEnfrcInd0false
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01203827
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01203827
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondLiabilitiesDischargedInd0false
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt0ASSOCIATED TRUST COMPANY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02025-08-14
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN0300219031
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt02091199
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt0501 (C) (9)
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt0FMV - CASH
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt0PO BOX 12800
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm0GREEN BAY
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd0WI
IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd0543072800
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TRUST WAS TERMINATED. FUNDS WENT TO TRUSTEE FOR DISTRIBUTION BACK TO EMPLOYEES FOR HEALTH AND WELFARE BENEFITS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE OMEGA VEBA TRUST WAS CREATED FOR THE SELF-FUNDED HEALTH INSURANCE PLAN TO BENEFIT OUR OFFICE ADMINISTRATIVE EMPLOYEES.WE ARE NOT A TRADITIONAL NON-PROFIT ORGANIZATION AND DO NOT HAVE A SEPARATE GOVERNING BODY OR STRUCTURE RELATED TO THIS TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2SEE 8A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT INDEPENDENTLY REVIEW THE FORM 990, AS IT IS PREPARED BY A TAX PREPARATION ORGANIZATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5REQUIRED DOCUMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6BALANCE BOOK & TAX: ($4856)
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE N, PART I, (F) NAME OF RECIPIENT
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0WI
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0true
IRS990/TotalAssetsBOYAmt01203827
IRS990/TotalAssetsEOYAmt00
IRS990/TotalAssetsGrp/BOYAmt01203827
IRS990/TotalAssetsGrp/EOYAmt00
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt0193
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03106
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02105149
IRS990/TotalFunctionalExpensesGrp/TotalAmt02108255
IRS990/TotalGrossUBIAmt025372
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01203827
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0874200
IRS990/TotalReportableCompFromOrgAmt03106
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0874200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0899572
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt025372
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01203827
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt00
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ASSOCIATED TRUST COMPANY NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum09204333131
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0OMEGA ENTERPRISES VEBA ASSOCIATED TRUST CO NA
ReturnHeader/Filer/BusinessNameControlTxt0OMEG
ReturnHeader/Filer/EIN0396514138
ReturnHeader/Filer/PhoneNum09204333131
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 12800
ReturnHeader/Filer/USAddress/CityNm0GREEN BAY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd0543072800
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0346565596
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERNST & YOUNG US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0155 NORTH WACKER DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0606061787
ReturnHeader/PreparerPersonGrp/PhoneNum03128792000
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHIRLEY HU
ReturnHeader/ReturnTs02026-01-20T20:01:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.