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Overland West Inc Welfare Benefit Tr

Allred Claudia Ttee
  • Ogden, UT
  • Tax-exempt since Sept. 2003
  • EIN: 20-6002062

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$3.76M (2024)

Expenses
$4M (2024)

Total Assets
$593k (2024)

Total Liabilities
$50.5k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending May
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,758,407
Expenses
$4,002,645
Net Income
-$244,238
Net Assets
$542,092
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,758,407
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $592,602
Total Liabilities $50,510
Net Assets $542,092
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $344,571 $0 $45,100
Morgan Keyes (Trustee) $289,203 $0 $41,054
Trevor Steenblik (Trustee) $235,900 $0 $0
Tami Hull (Trustee) $138,835 $0 $18,868
Claudia Allred (Trustee (Until 10/23)) $108,857 $0 $35,910
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Document Links

990
Filed on April 9, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,777,563
Expenses
$3,564,926
Net Income
$212,637
Net Assets
$786,330
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,777,563
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $786,330
Total Liabilities $0
Net Assets $786,330
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $293,093 $42,287
Morgan Keyes (Trustee) $0 $259,526 $41,068
Claudia Allred (Trustee) $0 $126,484 $21,558
Trevor Steenblik (Trustee) $0 $227,446 $34,592
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Document Links

990
Filed on March 1, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,170,696
Expenses
$3,368,715
Net Income
-$198,019
Net Assets
$573,693
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,170,696
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $612,731
Total Liabilities $39,038
Net Assets $573,693
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $270,909 $41,540
Morgan Keyes (Trustee) $0 $231,903 $45,089
Claudia Allred (Trustee) $0 $114,450 $27,476
Trevor Steenblik (Trustee) $0 $191,325 $50,267
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Document Links

990
Filed on April 4, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,971,963
Expenses
$3,105,212
Net Income
-$133,249
Net Assets
$771,712
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,971,963
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $771,712
Total Liabilities $0
Net Assets $771,712
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $264,876 $14,176
Morgan Keyes (Trustee) $0 $230,297 $22,148
Claudia Allred (Trustee) $0 $116,722 $27,005
Trevor Steenblik (Trustee) $0 $189,752 $29,505
+ View more people

Document Links

990
Filed on Feb. 23, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,880,829
Expenses
$3,457,867
Net Income
-$577,038
Net Assets
$904,961
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,880,829
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $904,961
Total Liabilities $0
Net Assets $904,961
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $270,484 $21,772
Morgan Keyes (Trustee) $0 $227,686 $23,640
Claudia Allred (Trustee) $0 $98,972 $10,099
Trevor Steenblik (Trustee) $0 $179,228 $21,827
+ View more people

Document Links

990
Filed on April 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,904,892
Expenses
$3,320,575
Net Income
-$415,683
Net Assets
$1,481,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,904,892
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,481,999
Total Liabilities $0
Net Assets $1,481,999
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $267,908 $21,772
Morgan Keyes (Trustee) $0 $240,865 $23,640
Claudia Allred (Trustee) $0 $113,918 $10,099
Trevor Steenblik (Trustee) $0 $195,963 $21,827
+ View more people

Document Links

990
Filed on April 15, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,551,575
Expenses
$2,651,044
Net Income
-$99,469
Net Assets
$1,897,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,551,575
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,897,682
Total Liabilities $0
Net Assets $1,897,682
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $250,914 $32,273
Morgan Keyes (Trustee) $0 $116,991 $29,846
Claudia Allred (Trustee) $0 $99,087 $11,920
Trevor Steenblik (Trustee) $0 $150,636 $30,020
+ View more people

Document Links

990
Filed on Feb. 12, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,719,387
Expenses
$2,759,681
Net Income
-$40,294
Net Assets
$1,997,151
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,719,387
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,997,151
Total Liabilities $0
Net Assets $1,997,151
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $250,577 $22,448
Morgan Keyes (Trustee) $0 $104,064 $20,116
Claudia Allred (Trustee) $0 $96,362 $16,279
Trevor Steenblik (Trustee) $0 $147,334 $21,846
+ View more people

Document Links

990
Filed on March 5, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,586,404
Expenses
$2,075,916
Net Income
$510,488
Net Assets
$2,037,445
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,586,404
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,037,445
Total Liabilities $0
Net Assets $2,037,445
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $0 $0
Morgan Keyes (Trustee) $0 $0 $0
Claudia Allred (Trustee) $0 $0 $0
Trevor Steenblk (Trustee) $0 $0 $0
Erik Petersen (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 11, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,485,046
Expenses
$2,137,102
Net Income
$347,944
Net Assets
$1,526,957
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,485,046
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,529,541
Total Liabilities $2,584
Net Assets $1,526,957
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $0 $0
Erik Petersen (Trustee) $0 $0 $0
Claudia Allred (Trustee) $0 $0 $0
Trevor Steenblik (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 26, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,664,664
Expenses
$2,387,132
Net Income
$277,532
Net Assets
$1,179,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,664,664
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,179,013
Total Liabilities $0
Net Assets $1,179,013
Compensation
Key Employees and Officers Compensation Related Other
Jerry H Petersen (Trustee) $0 $0 $0
Erik Petersen (Trustee) $0 $0 $0
Claudia Allred (Trustee) $0 $0 $0
Trevor Steenblik (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 9, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,848,984
Expenses
$2,397,348
Net Income
$451,636
Net Assets
$901,481
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,848,984
100%
Investment Income $0
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $901,481
Total Liabilities $0
Net Assets $901,481

Document Links

990
Filed on March 19, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,564,949
Expenses
$2,124,003
Net Income
$440,946
Net Assets
$383,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,564,942
100.0%
Investment Income $7
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $449,845
Total Liabilities $66,738
Net Assets $383,107

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,211,870
Expenses
$2,498,221
Net Income
-$286,351
Net Assets
-$57,839
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,211,751
100.0%
Investment Income $119
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $208,975
Total Liabilities $266,814
Net Assets -$57,839

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending May
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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