Rose & Walker Supply Inc Employee Benefit Trust
- Assets
- $0.0
- Revenue
- $255.5k
- Investments
- $0.0
- Employees
- 0
- Location
- Columbus, IN
- Founding
- 12/2010
- Data as of
- 09/2019
- EIN
- 32-6077184
Organization Overview
Rose & Walker Supply Inc Employee Benefit Trust is located in Columbus, IN. The organization was established in 2010. According to its NTEE Classification (Y20) the organization is classified as: Insurance Providers, under the broad grouping of Mutual & Membership Benefit and related organizations. Rose & Walker Supply Inc Employee Benefit Trust is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 09/2019, Rose & Walker Supply Inc Employee Benefit Trust generated $255.5k in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (15.2%) each year. All expenses for the organization totaled $5.5k during the year ending 09/2019. As we would expect to see with falling revenues, expenses have declined by (67.6%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
THE SOLE PURPOSE OF MAINTAINING THIS TAX EXEMPT TRUST IS TO PROVIDE BENEFITS AS COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES ON A NONDISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES, AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE TO THE PLAN.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE SOLE PURPOSE OF MAINTAINING THIS TAX EXEMPT TRUST IS TO PROVIDE BENEFITS AS COVERED BY THE APPROVED PLAN FOR ALL ELIGIBLE EMPLOYEES ON A NONDISCRIMINATORY BASIS. THE EMPLOYER, ACTIVE EMPLOYEES, AND ELIGIBLE COBRA BENEFICIARIES CONTRIBUTE TO THE PLAN.
Get More from Intellispect for FreeCreate a free account to get more data, nonprofit salaries, advanced search and more.
PDF Copies of 990 Filings
Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Sharon Rose Trustee | Trustee | 1 | $0 |
Ronald Rose Trustee | Trustee | 1 | $0 |
Brad Rose Trustee | Trustee | 1 | $0 |
Dan Rose Trustee | Trustee | 1 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $0 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
| Total Program Service Revenue | $255,495 |
| Investment income | $2 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $255,497 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $0 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $0 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $5,498 |
| Total functional expenses | $5,498 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $0 |
| Savings and temporary cash investments | $0 |
| Pledges and grants receivable | $0 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $0 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $0 |
| Accounts payable and accrued expenses | $0 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $0 |
| Unrestricted restricted net Assets | $0 |
| Temporarily restricted net Assets | $0 |
| Permanently restricted net Assets or current funds | $0 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Total net assets or fund balances | $0 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
V J G Incorporated Employee Benefit Plan Indianapolis, IN | $188,039 | $9,770,843 |
Traylor Bros Inc Employee Benefits Plan Trust Evansville, IN | $0 | $8,264,652 |
Marcus Corporation Employee Benefits Trust Milwaukee, WI | $0 | $8,029,877 |
Wisconsin Bankers Association Insurance Trust Fund Sun Prairie, WI | $545,730 | $8,671,517 |
Ccs Employee Benfits Group Inc Evanston, IL | $1,435,594 | $7,548,619 |
Asphalt Institute Inc Lexington, KY | $13,937,095 | $7,949,306 |
Rubicon Insurance Company Evanston, IL | $37,465,176 | $3,987,291 |
Baptist Healthcare System Inc Louisville, KY | $962,738 | $6,805,562 |
Burke Group Welfare Plan Trust Rosemont, IL | $1,472,219 | $7,136,171 |
Modern Drop Forge Company Employee Welfare Trust Merrillville, IN | $1,657,917 | $6,543,667 |
Mcii Benefit Plans Trust Des Plaines, IL | $0 | $6,361,748 |
Clark Companies Medical Benefit Plan Bowling Green, KY | $441,300 | $5,993,234 |