Liabilities / Assets
85th percentile
Higher debt load relative to assets than 85% of similar nonprofits.
Howard Energy Employee Benefit Trust
EIN 91-0953645 • 501(c)9 • Jackson, WY
Profile
Group health program for medical expenses. The plan covered 31 employees and early retirees and was terminated on jan. 1, 2023. All claims and expenses were paid. No funds remain at the end of the year.
Siviq Scores
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
0.31x
Liabilities / Revenue
70th percentile
Higher debt load relative to revenue than 70% of similar nonprofits.
Net Margin
21st percentile
Higher net margin than 21% of similar nonprofits.
Top Officer Pay
68th percentile
Higher top officer pay than 68% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
18th percentile
Faster asset growth than 18% of similar nonprofits.
Revenue Growth
21st percentile
Faster revenue growth than 21% of similar nonprofits.
Balance Sheet
Assets
Down$0
Down $96,190 (-100%) from 2022
Liabilities
Down$0
Down $29,407 (-100%) from 2022
Net Assets
Down$0
Down $66,783 (-100%) from 2022
Revenue
Down$602,871
Down $23,650 (-3.8%) from 2022
Expenses
Down$669,654
Down $121,890 (-15%) from 2022
Net Income
Up-$66,783
Up $98,240 (+60%) from 2022
Trend Graphs
Filings
Most recent year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- $0
- Net assets
- $0
- Revenue
- $602,871
- Expenses
- $669,654
- Net income
- -$66,783
Latest Filing Detail
Jump To
Filing Snapshot
- Filing Period
- May 1, 2022 to Apr 30, 2023
- Signed
- Mar 12, 2024
- Return Version
- 2022v5.0
- Gross Receipts
- $602,871
Mission and Program Overview
Mission
Group health program for major medical expenses and related costs. The plan covers approximately 43 lives of active employees and early retirees.
Group health program for medical expenses. The plan covered 31 employees and early retirees and was terminated on jan. 1, 2023.
Balance Sheet Detail
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Cap Stk Tr Prin Current Funds | $66,783 | $66,783 | → $0 |
| Cash and Non-Interest-Bearing Accounts | $57,381 | $0 | ▼ $57,381 |
| Prepaid Expenses and Deferred Charges | $38,809 | $0 | ▼ $38,809 |
| Savings and Temporary Cash Investments | - | $0 | - |
| Accounts Receivable | - | $0 | - |
| Other Notes and Loans Receivable, Net | - | $0 | - |
| Pledges and Grants Receivable | - | $0 | - |
| Receivable From Disqualified Prsn | - | $0 | - |
| Receivables From Officers Etc | - | $0 | - |
| Investments Other Securities | - | $0 | - |
| Investments Program Related | - | $0 | - |
| Investments in Publicly Traded Securities | - | $0 | - |
| Land, Buildings, and Equipment, Net | - | $0 | - |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Intangible Assets | - | $0 | - |
| Inventories for Sale or Use | - | $0 | - |
| Rtn Earn Endowment Incm Other Fnds | $0 | $-66,783 | ▼ $66,783 |
| Total Assets | $96,190 | $0 | ▼ $96,190 |
| Other Assets Total | - | $0 | - |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $29,407 | - | - |
| Total Liabilities | $29,407 | $0 | ▼ $29,407 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $66,783 | $0 | ▼ $66,783 |
| Total Liabilities and Net Assets / Fund Balance | $96,190 | $0 | ▼ $96,190 |
Compensation and Service Providers
Board Members and Trustees
| Name | Title |
|---|---|
| Robert C Howard | Trustee (1/1/2024 to Current) |
| Pat Mcguire | Trustee (9/30/22 to 12/31/23) |
| Richard D Newell | Trustee (to 9/29/22) |
Revenue and Support
Revenue Composition
- Contributions and Grants
- $0
- Program Service Revenue
- $602,861
- Investment Income
- $10
- Other Revenue
- $0
- Change in Net Assets
- $-66,783
Expenses and Functional Allocation
Major Expense Lines
| Line Item | Amount |
|---|---|
| Other Expenses | $198,437 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
Functional Expense Allocation
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $471,217 | - | - | $471,217 |
| All Other Expenses | $7,483 | - | - | $7,483 |
| Other Expenses | $75 | $0 | - | $75 |
| Total Functional Expenses | $669,654 | $0 | $0 | $669,654 |
Fundraising, Events, and Gaming
- Fundraising activities
- No
- Gaming activities
- No
- Professional fundraiser used
- No
Fundraising and Gaming Totals
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
Political and Lobbying Activity
- Political campaign activity
- No
- Subject to proxy tax
- No
Insider Transactions and Loans
Loans and Receivables
| Line Item | Beginning | End | Change |
|---|---|---|---|
| Receivables from Disqualified Persons | - | $0 | - |
| Receivables from Officers, Directors, Trustees, and Key Employees | - | $0 | - |
Governance and Compliance
Governance Checklist
- Compiled or reviewed by an accountant
- No
- Backup withholding compliance
- 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
“This trust is an employee benefit trust for a self-insured employee major medical plan. There are no officers, no directors, no employees, no committees nor is there a governing structure beyond the trust document. The beneficiaries of the trust are the employees of the plan sponsor who choose to participate in the plan. Independent third parties administer the processing and payment of major medical expenses on behalf of the participating employees/beneficiaries. The plan covers fewer than 45 employees and has filed a final form 5500, consequently there is no requirement for an audit of the plan. The plan was terminated on jan. 1, 2023. All claims and expenses were paid. No funds remain at the end of the year.”
Form 990, Part VI, Section A, Line 8B
“This trust is an employee benefit trust for a self-insured employee major medical plan. There are no officers, no directors, no employees, no committees nor is there a governing structure beyond the trust document. The beneficiaries of the trust are the employees of the plan sponsor who choose to participate in the plan. Independent third parties administer the processing and payment of major medical expenses on behalf of the participating employees/beneficiaries. The plan covers fewer than 45 employees and has filed a final form 5500, consequently there is no requirement for an audit of the plan. The plan was terminated on jan. 1, 2023. All claims and expenses were paid. No funds remain at the end of the year.”
Form 990, Part VI, Section B, Line 11B
“This trust is an employee benefit trust for a self-insured employee major medical plan. There are no officers, no directors, no employees, no committees nor is there a governing structure beyond the trust document. The beneficiaries of the trust are the employees of the plan sponsor who choose to participate in the plan. Independent third parties administer the processing and payment of major medical expenses on behalf of the participating employees/beneficiaries. The plan covers fewer than 45 employees and has filed a final form 5500, consequently there is no requirement for an audit of the plan. The plan was terminated on jan. 1, 2023. All claims and expenses were paid. No funds remain at the end of the year.”
Form 990, Part VI, Section C, Line 19
“This trust is an employee benefit trust for a self-insured employee major medical plan. There are no officers, no directors, no employees, no committees nor is there a governing structure beyond the trust document. The beneficiaries of the trust are the employees of the plan sponsor who choose to participate in the plan. Independent third parties administer the processing and payment of major medical expenses on behalf of the participating employees/beneficiaries. The plan covers fewer than 45 employees and has filed a final form 5500, consequently there is no requirement for an audit of the plan. The plan was terminated on jan. 1, 2023. All claims and expenses were paid. No funds remain at the end of the year.”
Filing and Contact Details
Filer
- Filer Name
- Howard Energy Employee Benefit Trust
- EIN
- 91-0953645
- Phone
- 3035133999
- Address
- 680 S CACHE ST PO BOX 10481 1, JACKSON, WY 83002
Signing Officer
- Name
- Robert Howard
- Title
- Trustee
- Phone
- 3035133999
- Signed
- 2024-03-12
- Discuss with paid preparer
- Yes
Organization Details
- Principal Officer
- Robert Howard
- Formed
- 1975
- Legal Domicile
- Mi
- Voting Board Members
- 1
- Independent Board Members
- 0
- Employees
- 0
- Volunteers
- 0
Preparer
- Firm
- Dgn LLC
- Address
- PO BOX 947, TRAVERSE CITY, MI 49685-0947
- Preparer
- James M Taylor CPA
- Phone
- 2319461722
Raw XML Appendix298 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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 29407 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | GROUP HEALTH PROGRAM FOR MEDICAL EXPENSES. THE PLAN COVERED 31 EMPLOYEES AND EARLY RETIREES AND WAS TERMINATED ON JAN. 1, 2023. |
| IRS990/AddressChangeInd | 0 | X |
| IRS990/AllOtherExpensesGrp/ProgramServicesAmt | 0 | 7483 |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 7483 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/ProgramServicesAmt | 0 | 471217 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 471217 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | SARA HODGE CO HOWARD ENERGY CO INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6507661884 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 20 NW CHERRY LOOP |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | SHORELINE |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WA |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 98177 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 66783 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 66783 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 57381 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/ContractTerminationInd | 0 | X |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 471217 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 10 |
| IRS990/CYOtherExpensesAmt | 0 | 198437 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 602861 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -66783 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 669654 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 602871 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | GROUP HEALTH PROGRAM FOR MEDICAL EXPENSES. THE PLAN COVERED 31 EMPLOYEES AND EARLY RETIREES AND WAS TERMINATED ON JAN. 1, 2023. THE PROGRAM REMAINED IN PLACE AFTER 1/1/23 TO PAY ANY OUTSTANDING CLAIMS. ALL EXPENSES AND CLAIMS WERE PAID. NO FUNDS REMAIN AT THE END OF THE YEAR. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/ExpenseAmt | 0 | 669654 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FinalReturnInd | 0 | X |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 0.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | RICHARD D NEWELL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | PAT MCGUIRE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | ROBERT C HOWARD |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE (TO 9/29/22) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE (9/30/22 TO 12/31/23) |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE (1/1/2024 TO CURRENT) |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1975 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedInd | 0 | 0 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 1 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossReceiptsAmt | 0 | 602871 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 0 |
| IRS990/IndependentVotingMemberCnt | 0 | 0 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/IntangibleAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/InventoriesForSaleOrUseGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 10 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsProgramRelatedGrp/EOYAmt | 0 | 0 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 0 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | MI |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingCashInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 0 |
| IRS990/MissionDesc | 0 | GROUP HEALTH PROGRAM FOR MEDICAL EXPENSES. THE PLAN COVERED 31 EMPLOYEES AND EARLY RETIREES AND WAS TERMINATED ON JAN. 1, 2023. ALL CLAIMS AND EXPENSES WERE PAID. NO FUNDS REMAIN AT THE END OF THE YEAR. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 66783 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 0 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | THIRD PARTY ADMINISTRAT |
| IRS990/OtherExpensesGrp/Desc | 1 | COBRA ADMIN FEES |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 190879 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 75 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 190879 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 75 |
| IRS990/OthNotesLoansReceivableNetGrp/EOYAmt | 0 | 0 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PledgesAndGrantsReceivableGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 38809 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT HOWARD |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | EMPLOYEE CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 491934 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 110927 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 491934 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 110927 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 478577 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 21 |
| IRS990/PYOtherExpensesAmt | 0 | 312967 |
| IRS990/PYOtherRevenueAmt | 0 | 0 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 626500 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -165023 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 791544 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 626521 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt | 0 | 0 |
| IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -66783 |
| IRS990/RelatedEntityInd | 0 | 0 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 0 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | -66783 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 0 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990ScheduleN/AssetsDistributedInd | 0 | 1 |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | 0 |
| IRS990ScheduleN/BondsOutstandingInd | 0 | 0 |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | 1 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | 0 |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | 0 |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 0 | ORGANIZATION CEASED OPERATIONS GIVEN THE PLAN WAS TERMINATED ON JANUARY 1, 2023. ALL CLAIMS WERE PAID AND DISTRIBUTIONS WERE MADE FOR SERVICE FEES. NO FUNDS REMAIN AT THE END OF THE YEAR. |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART I, LINE 6C: |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THIS TRUST IS AN EMPLOYEE BENEFIT TRUST FOR A SELF-INSURED EMPLOYEE MAJOR MEDICAL PLAN. THERE ARE NO OFFICERS, NO DIRECTORS, NO EMPLOYEES, NO COMMITTEES NOR IS THERE A GOVERNING STRUCTURE BEYOND THE TRUST DOCUMENT. THE BENEFICIARIES OF THE TRUST ARE THE EMPLOYEES OF THE PLAN SPONSOR WHO CHOOSE TO PARTICIPATE IN THE PLAN. INDEPENDENT THIRD PARTIES ADMINISTER THE PROCESSING AND PAYMENT OF MAJOR MEDICAL EXPENSES ON BEHALF OF THE PARTICIPATING EMPLOYEES/BENEFICIARIES. THE PLAN COVERS FEWER THAN 45 EMPLOYEES AND HAS FILED A FINAL FORM 5500, CONSEQUENTLY THERE IS NO REQUIREMENT FOR AN AUDIT OF THE PLAN. THE PLAN WAS TERMINATED ON JAN. 1, 2023. ALL CLAIMS AND EXPENSES WERE PAID. NO FUNDS REMAIN AT THE END OF THE YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THIS TRUST IS AN EMPLOYEE BENEFIT TRUST FOR A SELF-INSURED EMPLOYEE MAJOR MEDICAL PLAN. THERE ARE NO OFFICERS, NO DIRECTORS, NO EMPLOYEES, NO COMMITTEES NOR IS THERE A GOVERNING STRUCTURE BEYOND THE TRUST DOCUMENT. THE BENEFICIARIES OF THE TRUST ARE THE EMPLOYEES OF THE PLAN SPONSOR WHO CHOOSE TO PARTICIPATE IN THE PLAN. INDEPENDENT THIRD PARTIES ADMINISTER THE PROCESSING AND PAYMENT OF MAJOR MEDICAL EXPENSES ON BEHALF OF THE PARTICIPATING EMPLOYEES/BENEFICIARIES. THE PLAN COVERS FEWER THAN 45 EMPLOYEES AND HAS FILED A FINAL FORM 5500, CONSEQUENTLY THERE IS NO REQUIREMENT FOR AN AUDIT OF THE PLAN. THE PLAN WAS TERMINATED ON JAN. 1, 2023. ALL CLAIMS AND EXPENSES WERE PAID. NO FUNDS REMAIN AT THE END OF THE YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THIS TRUST IS AN EMPLOYEE BENEFIT TRUST FOR A SELF-INSURED EMPLOYEE MAJOR MEDICAL PLAN. THERE ARE NO OFFICERS, NO DIRECTORS, NO EMPLOYEES, NO COMMITTEES NOR IS THERE A GOVERNING STRUCTURE BEYOND THE TRUST DOCUMENT. THE BENEFICIARIES OF THE TRUST ARE THE EMPLOYEES OF THE PLAN SPONSOR WHO CHOOSE TO PARTICIPATE IN THE PLAN. INDEPENDENT THIRD PARTIES ADMINISTER THE PROCESSING AND PAYMENT OF MAJOR MEDICAL EXPENSES ON BEHALF OF THE PARTICIPATING EMPLOYEES/BENEFICIARIES. THE PLAN COVERS FEWER THAN 45 EMPLOYEES AND HAS FILED A FINAL FORM 5500, CONSEQUENTLY THERE IS NO REQUIREMENT FOR AN AUDIT OF THE PLAN. THE PLAN WAS TERMINATED ON JAN. 1, 2023. ALL CLAIMS AND EXPENSES WERE PAID. NO FUNDS REMAIN AT THE END OF THE YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | THIS TRUST IS AN EMPLOYEE BENEFIT TRUST FOR A SELF-INSURED EMPLOYEE MAJOR MEDICAL PLAN. THERE ARE NO OFFICERS, NO DIRECTORS, NO EMPLOYEES, NO COMMITTEES NOR IS THERE A GOVERNING STRUCTURE BEYOND THE TRUST DOCUMENT. THE BENEFICIARIES OF THE TRUST ARE THE EMPLOYEES OF THE PLAN SPONSOR WHO CHOOSE TO PARTICIPATE IN THE PLAN. INDEPENDENT THIRD PARTIES ADMINISTER THE PROCESSING AND PAYMENT OF MAJOR MEDICAL EXPENSES ON BEHALF OF THE PARTICIPATING EMPLOYEES/BENEFICIARIES. THE PLAN COVERS FEWER THAN 45 EMPLOYEES AND HAS FILED A FINAL FORM 5500, CONSEQUENTLY THERE IS NO REQUIREMENT FOR AN AUDIT OF THE PLAN. THE PLAN WAS TERMINATED ON JAN. 1, 2023. ALL CLAIMS AND EXPENSES WERE PAID. NO FUNDS REMAIN AT THE END OF THE YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION A, LINE 8B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 1 |
| IRS990/TotalAssetsBOYAmt | 0 | 96190 |
| IRS990/TotalAssetsEOYAmt | 0 | 0 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 96190 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 669654 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 669654 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 29407 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 0 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 29407 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 66783 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 0 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 669654 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 602861 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 602871 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 602871 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 96190 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 0 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 7887 E BELLEVIEW AVE STE 1100 |
| IRS990/USAddress/CityNm | 0 | ENGLEWOOD |
| IRS990/USAddress/StateAbbreviationCd | 0 | CO |
| IRS990/USAddress/ZIPCd | 0 | 80111 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 1 |
| IRS990/VotingMembersIndependentCnt | 0 | 0 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT HOWARD |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3035133999 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-03-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | HOWARD ENERGY EMPLOYEE BENEFIT TRUST |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | HOWA |
| ReturnHeader/Filer/EIN | 0 | 910953645 |
| ReturnHeader/Filer/PhoneNum | 0 | 3035133999 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 680 S CACHE ST PO BOX 10481 1 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | JACKSON |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 83002 |
| ReturnHeader/Form8822BAttachedInd | 0 | X |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 0 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 202349670 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | DGN LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | PO BOX 947 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | TRAVERSE CITY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | MI |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 496850947 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 2319461722 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2024-03-12 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | JAMES M TAYLOR CPA |
| ReturnHeader/ReturnTs | 0 | 2024-03-15T11:01:04-05:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ROBERT |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm | 0 | HOWARD |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-05-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-04-30 |
| ReturnHeader/TaxYr | 0 | 2022 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.