Civic Intelligence

Alco Management Inc Veba Trust

EIN 62-1804810 • 501(c)9 • Memphis, TN

Profile

A voluntary employee beneficiary assoc trust to provide eligible employees with certain health benefits such as hospital, medical, mental health, prescription drugs and surgical care and to manage funds of the trust.

35 Union Avenue Suite 200Memphis, TN 38103

n/A

Siviq Scores

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

Liabilities / Assets

45th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

50th percentile

0.00x

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

501(c)9 • $1M-$5M nonprofits • Source year 2024

Net Margin

42nd percentile

0.2%

Higher net margin than 42% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

44th percentile

1.0%

Faster asset growth than 44% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

58th percentile

7.4%

Faster revenue growth than 58% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$62,940

Up $638 (+1.0%) from 2023

Liabilities

Down

$0

Down $3,500 (-100%) from 2023

Net Assets

Up

$62,940

Up $4,138 (+7.0%) from 2023

Operations
Liabilities / Revenue50th percentileNet Margin42nd percentile

Revenue

Up

$2,018,088

Up $139,226 (+7.4%) from 2023

Expenses

Down

$2,013,950

Down $56,061 (-2.7%) from 2023

Net Income

Up

$4,138

Up $195,287 (+102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.0M$500K$0Assets 2010: $112,033Liabilities 2010: $0Net Assets 2010: $112,0332010Assets 2011: $162,604Liabilities 2011: $0Net Assets 2011: $162,6042011Assets 2012: $233,734Liabilities 2012: $0Net Assets 2012: $233,7342012Assets 2013: $288,974Liabilities 2013: $4,519Net Assets 2013: $284,4552013Assets 2014: $423,050Liabilities 2014: $6,676Net Assets 2014: $416,3742014Assets 2015: $523,425Liabilities 2015: $7,619Net Assets 2015: $515,8062015Assets 2016: $710,516Liabilities 2016: $3,890Net Assets 2016: $706,6262016Assets 2017: $802,834Liabilities 2017: $4,355Net Assets 2017: $798,4792017Assets 2018: $817,132Liabilities 2018: $14,970Net Assets 2018: $802,1622018Assets 2019: $637,047Liabilities 2019: $11,170Net Assets 2019: $625,8772019Assets 2020: $486,695Liabilities 2020: $12,715Net Assets 2020: $473,9802020Assets 2021: $379,284Liabilities 2021: $20,518Net Assets 2021: $358,7662021Assets 2022: $224,384Liabilities 2022: $24,162Net Assets 2022: $200,2222022Assets 2023: $62,302Liabilities 2023: $3,500Net Assets 2023: $58,8022023Assets 2024: $62,940Liabilities 2024: $0Net Assets 2024: $62,9402024

Highlighted filing

2024

Assets$62,940
Liabilities$0
Net Assets$62,940
Open 2024 Filing

Operations Trend

Revenue Growth58th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2010: $1,269,3512010Expenses 2011: $1,179,8942011Expenses 2012: $1,291,1532012Revenue 2013: $1,441,077Expenses 2013: $1,390,356Net Income 2013: $50,7212013Revenue 2014: $1,460,307Expenses 2014: $1,328,388Net Income 2014: $131,9192014Revenue 2015: $1,548,964Expenses 2015: $1,449,532Net Income 2015: $99,4322015Revenue 2016: $1,686,869Expenses 2016: $1,496,049Net Income 2016: $190,8202016Revenue 2017: $1,720,076Expenses 2017: $1,628,223Net Income 2017: $91,8532017Revenue 2018: $1,750,909Expenses 2018: $1,747,226Net Income 2018: $3,6832018Revenue 2019: $1,811,742Expenses 2019: $1,988,027Net Income 2019: -$176,2852019Revenue 2020: $1,867,805Expenses 2020: $2,019,702Net Income 2020: -$151,8972020Revenue 2021: $1,964,487Expenses 2021: $2,079,701Net Income 2021: -$115,2142021Revenue 2022: $1,804,381Expenses 2022: $1,962,925Net Income 2022: -$158,5442022Revenue 2023: $1,878,862Expenses 2023: $2,070,011Net Income 2023: -$191,1492023Revenue 2024: $2,018,088Expenses 2024: $2,013,950Net Income 2024: $4,1382024

Highlighted filing

2024

Revenue$2,018,088
Expenses$2,013,950
Net Income$4,138
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
$62,940
Liabilities
$0
Net assets
$62,940
Revenue
$2,018,088
Expenses
$2,013,950
Net income
$4,138
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.06$0.00$0.06$2.02$2.01$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.06$0.00$0.06$1.88$2.07$0.19
2022Detailed filing. Detailed filing data is available for this year.$0.22$0.02$0.20$1.80$1.96$0.16
2021Detailed filing. Detailed filing data is available for this year.$0.38$0.02$0.36$1.96$2.08$0.12
2020Detailed filing. Detailed filing data is available for this year.$0.49$0.01$0.47$1.87$2.02$0.15
2019Detailed filing. Detailed filing data is available for this year.$0.64$0.01$0.63$1.81$1.99$0.18
2018Detailed filing. Detailed filing data is available for this year.$0.82$0.01$0.80$1.75$1.75$0.00
2017Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$1.72$1.63$0.09
2016Detailed filing. Detailed filing data is available for this year.$0.71$0.00$0.71$1.69$1.50$0.19
2015Detailed filing. Detailed filing data is available for this year.$0.52$0.01$0.52$1.55$1.45$0.10
2014Detailed filing. Detailed filing data is available for this year.$0.42$0.01$0.42$1.46$1.33$0.13
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.28$1.44$1.39$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.23$0.00$0.23$1.29
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.16$0.00$0.16$1.18
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.11$0.00$0.11$1.27
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 17, 2025
Return Version
2024v5.2
Gross Receipts
$2,018,088
Mission and Program Overview

Mission

Health benefits for employees

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$62,302$62,940▲ $638
Total Assets$62,302$62,940▲ $638
Liabilities
Accounts Payable and Accrued Expenses$3,500$0▼ $3,500
Total Liabilities$3,500$0▼ $3,500
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$58,802$62,940▲ $4,138
Total Net Assets Fund Balance$58,802$62,940▲ $4,138
Total Liabilities and Net Assets / Fund Balance$62,302$62,940▲ $638
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Nancy E RussellTrustee
Sarah JemisonTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,008,761
Investment Income
$9,327
Other Revenue
$0
Change in Net Assets
$4,138

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,018,088
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,018,088
Total Revenue per Form 990
$2,018,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$502,662
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---$1,511,288
Insurance---$315,994
Fees for Services Other---$166,627
Fees for Services Accounting---$19,250
Other Expenses---$725
Information Technology---$33
Office Expenses---$20
Interest---$13
Total Functional Expenses$0$0$0$2,013,950

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,013,950
Total Expenses per Audited Statements$2,013,950
Total Expenses per Form 990$2,013,950
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
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
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 8A

“Because the officers work for the trust's related company, all organizational decisions are made during the normal course of business. The meetings were not considered separate from the daily operations of the company and therefore were not documented.”

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

“Not applicable - no separate committees”

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

“A copy of the form 990 is reviewed and approved by the chief financial officer prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents and financial statements are not available to the public. This entity is a veba trust which provides medical benefits to or on behalf of the employees of the plan sponsor which is a private enterprise. The form 990 is available for review by plan participants.”

Filing and Contact Details

Filer

Filer Name
Alco Management Inc Veba Trust
EIN
62-1804810
Phone
9015441705
Address
35 UNION AVENUE SUITE 200, MEMPHIS, TN 38103

Signing Officer

Name
Nancy E Russell
Title
Chief Financial Officer
Phone
9015441705
Signed
2025-11-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Nancy E Russell
Formed
2000
Legal Domicile
Tn
Voting Board Members
2
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Reynolds Bone & Griesbeck Plc
Address
5100 WHEELIS DRIVE SUITE 300, MEMPHIS, TN 38117-4568
Preparer
Kelly S Crow
Phone
9016822431
Supplemental Narrative

Additional Explanations

FORM 990, PART I, LINE 1:

“A voluntary employee beneficiary assoc trust to provide eligible employees with certain health benefits such as hospital, medical, mental health, prescription drugs and surgical care and to manage funds of the trust.”

FORM 990, PART XII, LINE 2C:

“No change from prior year”

Financial Statement Notes

PART X, LINE 2:

“U.s. Gaap require plan management to evaluate tax positions taken by the plan and recognize a tax liability if the plan 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 Appendix305 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/AccountsPayableAccrExpnssGrp/BOYAmt03500
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt01511288
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NANCY E RUSSELL
IRS990/BooksInCareOfDetail/PhoneNum09015441705
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt035 UNION AVENUE SUITE 200
IRS990/BooksInCareOfDetail/USAddress/CityNm0MEMPHIS
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd038103
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt01511288
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt09327
IRS990/CYOtherExpensesAmt0502662
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02008761
IRS990/CYRevenuesLessExpensesAmt04138
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt02013950
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02018088
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0PROVIDING EMPLOYEES CERTAIN HEALTH BENEFITS SUCH AS HOSPITAL, MEDICAL, MENTAL HEALTH, PRESCRIPTION DRUGS AND SURGICAL CARE AND MANAGING FUNDS OF THE TRUST.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt02013950
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019250
IRS990/FeesForServicesOtherGrp/TotalAmt0166627
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt140.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0SARAH JEMISON
IRS990/Form990PartVIISectionAGrp/PersonNm1NANCY E RUSSELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02000
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt02018088
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt033
IRS990/InsuranceGrp/TotalAmt0315994
IRS990/InterestGrp/TotalAmt013
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt09327
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt09327
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0TN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd00
IRS990/MissionDesc0A VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST TO PROVIDE ELIGIBLE EMPLOYEES WITH CERTAIN HEALTH BENEFITS SUCH AS HOSPITAL, MEDICAL, MENTAL HEALTH, PRESCRIPTION DRUGS AND SURGICAL CARE AND TO MANAGE FUNDS OF THE TRUST.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt058802
IRS990/NetAssetsOrFundBalancesEOYAmt062940
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt058802
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt062940
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt020
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEDERAL TAXES
IRS990/OtherExpensesGrp/TotalAmt0725
IRS990/PartialLiquidationInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0NANCY E RUSSELL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt01577448
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1431313
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt01577448
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1431313
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt038346
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05220
IRS990/PYOtherExpensesAmt02031665
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01873642
IRS990/PYRevenuesLessExpensesAmt0-191149
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt02070011
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01878862
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04138
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt02018088
IRS990/SavingsAndTempCashInvstGrp/BOYAmt062302
IRS990/SavingsAndTempCashInvstGrp/EOYAmt062940
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt02013950
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt02018088
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0U.S. GAAP REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN 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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt02013950
IRS990ScheduleD/TotalRevenuePerForm990Amt02018088
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02018088
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02013950
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A VOLUNTARY EMPLOYEE BENEFICIARY ASSOC TRUST TO PROVIDE ELIGIBLE EMPLOYEES WITH CERTAIN HEALTH BENEFITS SUCH AS HOSPITAL, MEDICAL, MENTAL HEALTH, PRESCRIPTION DRUGS AND SURGICAL CARE AND TO MANAGE FUNDS OF THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BECAUSE THE OFFICERS WORK FOR THE TRUST'S RELATED COMPANY, ALL ORGANIZATIONAL DECISIONS ARE MADE DURING THE NORMAL COURSE OF BUSINESS. THE MEETINGS WERE NOT CONSIDERED SEPARATE FROM THE DAILY OPERATIONS OF THE COMPANY AND THEREFORE WERE NOT DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NOT APPLICABLE - NO SEPARATE COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE FORM 990 IS REVIEWED AND APPROVED BY THE CHIEF FINANCIAL OFFICER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION'S GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE NOT AVAILABLE TO THE PUBLIC. THIS ENTITY IS A VEBA TRUST WHICH PROVIDES MEDICAL BENEFITS TO OR ON BEHALF OF THE EMPLOYEES OF THE PLAN SPONSOR WHICH IS A PRIVATE ENTERPRISE. THE FORM 990 IS AVAILABLE FOR REVIEW BY PLAN PARTICIPANTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5NO CHANGE FROM PRIOR YEAR
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART I, LINE 1:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 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/EIN0620951782
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0S
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0PROPERTY MANAGEMENT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ALCO MANAGEMENT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt035 UNION AVENUE SUITE 200
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0MEMPHIS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0TN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd038103
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt01577448
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ALCO MANAGEMENT INC
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0S
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt062302
IRS990/TotalAssetsEOYAmt062940
IRS990/TotalAssetsGrp/BOYAmt062302
IRS990/TotalAssetsGrp/EOYAmt062940
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02013950
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03500
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt03500
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt058802
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt062940
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02013950
IRS990/TotalProgramServiceRevenueAmt02008761
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02018088
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02018088
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt062302
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt062940
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt035 UNION AVENUE SUITE 200
IRS990/USAddress/CityNm0MEMPHIS
IRS990/USAddress/StateAbbreviationCd0TN
IRS990/USAddress/ZIPCd038103
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NANCY E RUSSELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHIEF FINANCIAL OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum09015441705
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALCO MANAGEMENT INC VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALCO
ReturnHeader/Filer/EIN0621804810
ReturnHeader/Filer/PhoneNum09015441705
ReturnHeader/Filer/USAddress/AddressLine1Txt035 UNION AVENUE SUITE 200
ReturnHeader/Filer/USAddress/CityNm0MEMPHIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TN
ReturnHeader/Filer/USAddress/ZIPCd038103
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0620428728
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REYNOLDS BONE & GRIESBECK PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05100 WHEELIS DRIVE SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MEMPHIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0381174568
ReturnHeader/PreparerPersonGrp/PhoneNum09016822431
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KELLY S CROW
ReturnHeader/ReturnTs02025-11-17T08:43:02-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.