Civic Intelligence

Bush Brothers & Co Employee Benefits Tr

EIN 62-1537841 • 501(c)9 • Knoxville, TN

Profile

To provide medical, ad&d and temporary disability benefits for eligible employees of bush brothers & company.

1016 E Weisgarber RdKnoxville, TN 37909

n/A

Siviq Scores

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

Liabilities / Assets

99th percentile

2.02x

Higher debt load relative to assets than 99% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.07x

Higher debt load relative to revenue than 66% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Net Margin

26th percentile

-2.2%

Higher net margin than 26% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

501(c)9 • $10M-$25M nonprofits • Source year 2024

Asset Growth

45th percentile

4.8%

Faster asset growth than 45% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

63rd percentile

11%

Faster revenue growth than 63% of similar nonprofits.

501(c)9 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets99th percentile

Assets

Up

$623,204

Up $28,665 (+4.8%) from 2023

Liabilities

Up

$1,260,751

Up $405,617 (+47%) from 2023

Net Assets

Down

-$637,547

Down $376,952 (-145%) from 2023

Operations
Liabilities / Revenue66th percentileNet Margin26th percentile

Revenue

Up

$17,163,047

Up $1,689,563 (+11%) from 2023

Expenses

Up

$17,539,999

Up $1,407,982 (+8.7%) from 2023

Net Income

Up

-$376,952

Up $281,581 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth45th percentile

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

$2.0M$1.0M$0-$1.0M-$2.0MAssets 2011: $0Liabilities 2011: $875,733Net Assets 2011: -$875,7332011Assets 2012: $0Liabilities 2012: $1,003,747Net Assets 2012: -$1,003,7472012Assets 2013: $0Liabilities 2013: $694,125Net Assets 2013: -$694,1252013Assets 2014: $37,681Liabilities 2014: $1,152,143Net Assets 2014: -$1,114,4622014Assets 2015: $107,033Liabilities 2015: $812,571Net Assets 2015: -$705,5382015Assets 2016: $140,828Liabilities 2016: $1,089,956Net Assets 2016: -$949,1282016Assets 2017: $464,745Liabilities 2017: $791,860Net Assets 2017: -$327,1152017Assets 2018: $437,350Liabilities 2018: $1,132,456Net Assets 2018: -$695,1062018Assets 2019: $547,882Liabilities 2019: $1,284,986Net Assets 2019: -$737,1042019Assets 2020: $669,452Liabilities 2020: $644,516Net Assets 2020: $24,9362020Assets 2021: $646,705Liabilities 2021: $1,105,349Net Assets 2021: -$458,6442021Assets 2022: $1,077,151Liabilities 2022: $679,213Net Assets 2022: $397,9382022Assets 2023: $594,539Liabilities 2023: $855,134Net Assets 2023: -$260,5952023Assets 2024: $623,204Liabilities 2024: $1,260,751Net Assets 2024: -$637,5472024

Highlighted filing

2024

Assets$623,204
Liabilities$1,260,751
Net Assets-$637,547
Open 2024 Filing

Operations Trend

Revenue Growth63rd percentile

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

$20M$15M$10M$5.0M$0-$5.0MRevenue 2011: $8,704,738Expenses 2011: $9,213,950Net Income 2011: -$509,2122011Revenue 2012: $10,250,272Expenses 2012: $10,378,286Net Income 2012: -$128,0142012Revenue 2013: $10,657,242Expenses 2013: $10,347,620Net Income 2013: $309,6222013Revenue 2014: $13,278,066Expenses 2014: $13,698,403Net Income 2014: -$420,3372014Revenue 2015: $13,065,241Expenses 2015: $12,656,317Net Income 2015: $408,9242015Revenue 2016: $11,765,562Expenses 2016: $12,009,152Net Income 2016: -$243,5902016Revenue 2017: $11,749,754Expenses 2017: $11,127,741Net Income 2017: $622,0132017Revenue 2018: $12,453,679Expenses 2018: $12,821,670Net Income 2018: -$367,9912018Revenue 2019: $14,011,324Expenses 2019: $14,053,322Net Income 2019: -$41,9982019Revenue 2020: $14,874,926Expenses 2020: $14,112,886Net Income 2020: $762,0402020Revenue 2021: $13,680,587Expenses 2021: $14,164,167Net Income 2021: -$483,5802021Revenue 2022: $15,467,420Expenses 2022: $14,610,838Net Income 2022: $856,5822022Revenue 2023: $15,473,484Expenses 2023: $16,132,017Net Income 2023: -$658,5332023Revenue 2024: $17,163,047Expenses 2024: $17,539,999Net Income 2024: -$376,9522024

Highlighted filing

2024

Revenue$17,163,047
Expenses$17,539,999
Net Income-$376,952
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$623,204
Liabilities
$1,260,751
Net assets
-$637,547
Revenue
$17,163,047
Expenses
$17,539,999
Net income
-$376,952
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.62$1.26$0.64$17.2$17.5$0.38
2023Detailed filing. Detailed filing data is available for this year.$0.59$0.86$0.26$15.5$16.1$0.66
2022Detailed filing. Detailed filing data is available for this year.$1.08$0.68$0.40$15.5$14.6$0.86
2021Detailed filing. Detailed filing data is available for this year.$0.65$1.11$0.46$13.7$14.2$0.48
2020Detailed filing. Detailed filing data is available for this year.$0.67$0.64$0.02$14.9$14.1$0.76
2019Summary only. Only limited summary data is available for this year.$0.55$1.28$0.74$14.0$14.1$0.04
2018Summary only. Only limited summary data is available for this year.$0.44$1.13$0.70$12.5$12.8$0.37
2017Summary only. Only limited summary data is available for this year.$0.46$0.79$0.33$11.7$11.1$0.62
2016Summary only. Only limited summary data is available for this year.$0.14$1.09$0.95$11.8$12.0$0.24
2015Summary only. Only limited summary data is available for this year.$0.11$0.81$0.71$13.1$12.7$0.41
2014Summary only. Only limited summary data is available for this year.$0.04$1.15$1.11$13.3$13.7$0.42
2013Summary only. Only limited summary data is available for this year.$0.00$0.69$0.69$10.7$10.3$0.31
2012Summary only. Only limited summary data is available for this year.$0.00$1.00$1.00$10.3$10.4$0.13
2011Summary only. Only limited summary data is available for this year.$0.00$0.88$0.88$8.70$9.21$0.51
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 10, 2025
Return Version
2024v5.2
Gross Receipts
$17,163,047
Mission and Program Overview

Mission

To provide medical, ad&d and temporary disability benefits for eligible employees of bush brothers & company.

To provide medical, ad&d and temporary disability benefits for eligible employees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$562,292$546,482▼ $15,810
Cash and Non-Interest-Bearing Accounts$32,247$76,722▲ $44,475
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$-260,595$-637,547▼ $376,952
Total Assets$594,539$623,204▲ $28,665
Liabilities
Other Liabilities$855,134$1,260,751▲ $405,617
Total Liabilities$855,134$1,260,751▲ $405,617
Net Assets / Fund Balance
Total Net Assets Fund Balance$-260,595$-637,547▼ $376,952
Total Liabilities and Net Assets / Fund Balance$594,539$623,204▲ $28,665
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Amanda WeaverTrustee
Andrea BakerTrustee
Brooke GreeneTrustee
Jillian RobertsController
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$17,163,047
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$-376,952

Audited Revenue Reconciliation

Revenue per Audited Statements
$17,163,047
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$17,163,047
Total Revenue per Form 990
$17,163,047
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$942,948
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$16,597,051--$16,597,051
Other Expenses$398,708--$398,708
Total Functional Expenses$17,539,999$0$0$17,539,999

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,539,999
Total Expenses per Audited Statements$17,539,999
Total Expenses per Form 990$17,539,999
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligation$1,260,751
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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

Form 990, Part VI, Section A, Line 2

“Andrea baker, jillian roberts, amanda weaver, and brooke greene all work for the organization's related organization, bush brothers & company, and have a professional business relationship.”

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

“A copy of the 990 is presented to the governing body, at which time they review and approve the form.”

Form 990, Part VI, Section B, Line 12C

“The organization has reviewed and agreed to adopt these policies by the organization's related organization. Bush brothers & company, which monitors and enforces compliance with these policies.”

Form 990, Part VI, Section B, Line 15

“No compensation is paid by the organization to any individual.”

Form 990, Part VI, Section C, Line 18

“The organization's governing documents and financial statements are available to the public via mail or telephone.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are available to the public via mail or telephone.”

Filing and Contact Details

Filer

Filer Name
Bush Brothers & Co Employee Benefits Tr
EIN
62-1537841
Phone
8655887685
Address
1016 E WEISGARBER RD, KNOXVILLE, TN 37909

Signing Officer

Name
Jillian Roberts
Title
Controller
Phone
8655887685
Signed
2025-09-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jillian Roberts
Formed
1968
Legal Domicile
Tn
Voting Board Members
4
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Coulter & Justus Pc
Address
9717 COGDILL ROAD, KNOXVILLE, TN 37932
Preparer
Wendy P Hill CPA
Phone
8656374161
Supplemental Narrative

Additional Explanations

Form 990 - Part XII - Line 2C

“The organization has not changed its oversight process or selection process during the 2024 tax year.”

Raw XML Appendix325 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/AccountantCompileOrReviewInd00
IRS990/AccountsReceivableGrp/BOYAmt0562292
IRS990/AccountsReceivableGrp/EOYAmt0546482
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE MEDICAL, AD&D AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt016597051
IRS990/BenefitsToMembersGrp/TotalAmt016597051
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JILLIAN ROBERTS
IRS990/BooksInCareOfDetail/PhoneNum08659098697
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01016 E WEISGARBER RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0KNOXVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd037909
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt032247
IRS990/CashNonInterestBearingGrp/EOYAmt076722
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt016597051
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0942948
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt017163047
IRS990/CYRevenuesLessExpensesAmt0-376952
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt017539999
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt017163047
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0TO PROVIDE MEDICAL, AD&D AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES OF BUSH BROTHERS & COMPANY.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt017539999
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDREA BAKER
IRS990/Form990PartVIISectionAGrp/PersonNm1AMANDA WEAVER
IRS990/Form990PartVIISectionAGrp/PersonNm2JILLIAN ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm3BROOKE GREENE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2CONTROLLER
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt04
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt017163047
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, AD&D AND TEMPORARY DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES OF BUSH BROTHERS & COMPANY.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0-260595
IRS990/NetAssetsOrFundBalancesEOYAmt0-637547
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0INSURANCE PREMIUM EXCES
IRS990/OtherExpensesGrp/Desc1ADMINISTRATIVE EXPENSES
IRS990/OtherExpensesGrp/ProgramServicesAmt0544240
IRS990/OtherExpensesGrp/ProgramServicesAmt1398708
IRS990/OtherExpensesGrp/TotalAmt0544240
IRS990/OtherExpensesGrp/TotalAmt1398708
IRS990/OtherLiabilitiesGrp/BOYAmt0855134
IRS990/OtherLiabilitiesGrp/EOYAmt01260751
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JILLIAN ROBERTS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0VEBA EMPLOYER CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/Desc1VEBA EMPLOYEE CONTRIBUTION
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt016903469
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1259578
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt016903469
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1259578
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt015253570
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0878447
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt015473484
IRS990/PYRevenuesLessExpensesAmt0-658533
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt016132017
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt015473484
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-376952
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt017163047
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0-260595
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0-637547
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt017539999
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01260751
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATION
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt017163047
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt017539999
IRS990ScheduleD/TotalLiabilityAmt01260751
IRS990ScheduleD/TotalRevenuePerForm990Amt017163047
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt017163047
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017539999
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ANDREA BAKER, JILLIAN ROBERTS, AMANDA WEAVER, AND BROOKE GREENE ALL WORK FOR THE ORGANIZATION'S RELATED ORGANIZATION, BUSH BROTHERS & COMPANY, AND HAVE A PROFESSIONAL BUSINESS RELATIONSHIP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1A COPY OF THE 990 IS PRESENTED TO THE GOVERNING BODY, AT WHICH TIME THEY REVIEW AND APPROVE THE FORM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS REVIEWED AND AGREED TO ADOPT THESE POLICIES BY THE ORGANIZATION'S RELATED ORGANIZATION. BUSH BROTHERS & COMPANY, WHICH MONITORS AND ENFORCES COMPLIANCE WITH THESE POLICIES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMPENSATION IS PAID BY THE ORGANIZATION TO ANY INDIVIDUAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA MAIL OR TELEPHONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC VIA MAIL OR TELEPHONE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE 2024 TAX YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990 - PART XII - LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0620145910
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0MANUFACTURING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0BUSH BROTHERS & COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt01016 E WEISGARBER RD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0KNOXVILLE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd037909
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0594539
IRS990/TotalAssetsEOYAmt0623204
IRS990/TotalAssetsGrp/BOYAmt0594539
IRS990/TotalAssetsGrp/EOYAmt0623204
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt017539999
IRS990/TotalFunctionalExpensesGrp/TotalAmt017539999
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0855134
IRS990/TotalLiabilitiesEOYAmt01260751
IRS990/TotalLiabilitiesGrp/BOYAmt0855134
IRS990/TotalLiabilitiesGrp/EOYAmt01260751
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0-260595
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0-637547
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt017539999
IRS990/TotalProgramServiceRevenueAmt017163047
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt017163047
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt017163047
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0594539
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0623204
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01016 E WEISGARBER RD
IRS990/USAddress/CityNm0KNOXVILLE
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd037909
IRS990/VotingMembersGoverningBodyCnt04
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JILLIAN ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CONTROLLER
ReturnHeader/BusinessOfficerGrp/PhoneNum08655887685
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUSH BROTHERS & CO EMPLOYEE BENEFITS TR
ReturnHeader/Filer/BusinessNameControlTxt0BUSH
ReturnHeader/Filer/EIN0621537841
ReturnHeader/Filer/PhoneNum08655887685
ReturnHeader/Filer/USAddress/AddressLine1Txt01016 E WEISGARBER RD
ReturnHeader/Filer/USAddress/CityNm0KNOXVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd037909
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0621532536
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COULTER & JUSTUS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt09717 COGDILL ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0KNOXVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd037932
ReturnHeader/PreparerPersonGrp/PhoneNum08656374161
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WENDY P HILL CPA
ReturnHeader/ReturnTs02025-09-19T14:07:59-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.