Voluntary Benefit Plan For Retired Employees Of Kaiser Group

Birmingham, AL
Tax exemption issued: Feb. 2009
EIN: 26-1498967

Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Insurance Providers, Services (NTEE)

Donations to this organization are not tax deductible.

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. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Organizations with gross receipts of less than $50,000 can file the form 990-N postcard filing, which doesn’t include financial details. All Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Revenue

$108,396

Expenses

$216,633

Net Income

-$108,237

Net Assets

$306,661

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$91,896	84.8%
Investment Income	$16,500	15.2%
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	$306,661
Total Liabilities	$0
Net Assets	$306,661

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$195,242	$0
Ruey Mullinax (Plan Administrator)	$0	$235,657	$0
Robert Cannon (Plan Administrator)	$0	$185,614	$0

990

Filed on Nov. 12, 2025

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

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Fiscal Year Ending Dec.
2023

Revenue

$65,746

Expenses

$293,622

Net Income

-$227,876

Net Assets

$415,561

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$98,484	> 100%
Investment Income	$17,562	26.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$50,300
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	$415,561
Total Liabilities	$0
Net Assets	$415,561

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$168,618	$0
Ruey Mullinax (Plan Administrator)	$0	$232,935	$0
Robert Cannon (Plan Administrator)	$0	$192,679	$0

990

Filed on Nov. 18, 2024

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

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Fiscal Year Ending Dec.
2022

Revenue

$179,936

Expenses

$362,655

Net Income

-$182,719

Net Assets

$575,316

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$177,413	98.6%
Investment Income	$11,269	6.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	-$8,746
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	$575,316
Total Liabilities	$0
Net Assets	$575,316

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$149,537	$0
Ruey Mullinax (Plan Administrator)	$0	$197,613	$0
Robert Cannon (Plan Administrator)	$0	$139,695	$0

990

Filed on Nov. 13, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$269,390

Expenses

$424,962

Net Income

-$155,572

Net Assets

$864,146

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$224,092	83.2%
Investment Income	$10,093	3.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$35,205	13.1%
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	$864,146
Total Liabilities	$0
Net Assets	$864,146

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$162,914	$0
Zach Steinfeld (Plan Administrator)	$0	$217,108	$0

990

Filed on Oct. 31, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$336,540

Expenses

$509,469

Net Income

-$172,929

Net Assets

$1,024,686

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$271,568	80.7%
Investment Income	$19,600	5.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$45,372	13.5%
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	$1,024,686
Total Liabilities	$0
Net Assets	$1,024,686

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$188,838	$0
Zach Steinfeld (Plan Administrator)	$0	$132,957	$0

990

Filed on Nov. 3, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$362,908

Expenses

$548,039

Net Income

-$185,131

Net Assets

$1,145,497

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$306,190	84.4%
Investment Income	$24,635	6.8%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$32,083	8.8%
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	$1,145,497
Total Liabilities	$0
Net Assets	$1,145,497

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$188,838	$0
Zach Steinfeld (Plan Administrator)	$0	$93,612	$0

990

Filed on Nov. 11, 2020

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

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XML

Fiscal Year Ending Dec.
2018

Revenue

$357,386

Expenses

$634,130

Net Income

-$276,744

Net Assets

$1,252,802

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$327,474	91.6%
Investment Income	$26,301	7.4%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$3,611	1.0%
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	$1,252,802
Total Liabilities	$0
Net Assets	$1,252,802

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$0	$0
Randall Shealy (Plan Administrator)	$0	$0	$0

990

Filed on Jan. 8, 2020

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

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Fiscal Year Ending Dec.
2017

Revenue

$409,039

Expenses

$689,657

Net Income

-$280,618

Net Assets

$1,587,887

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$357,596	87.4%
Investment Income	$24,378	6.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$27,065	6.6%
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	$1,587,887
Total Liabilities	$0
Net Assets	$1,587,887

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$0	$0
Randall Shealy (Plan Administrator)	$0	$0	$0

990

Filed on Nov. 14, 2018

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

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Fiscal Year Ending Dec.
2016

Revenue

$417,695

Expenses

$792,869

Net Income

-$375,174

Net Assets

$1,811,709

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$369,097	88.4%
Investment Income	$25,405	6.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$23,193	5.6%
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	$1,836,709
Total Liabilities	$25,000
Net Assets	$1,811,709

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$188,928	$15,515
Randall Shealy (Plan Administrator)	$0	$37,318	$1,819

990

Filed on Nov. 10, 2017

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

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Fiscal Year Ending Dec.
2015

Revenue

$498,834

Expenses

$851,193

Net Income

-$352,359

Net Assets

$2,148,594

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$423,437	84.9%
Investment Income	$31,193	6.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$44,204	8.9%
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	$2,153,594
Total Liabilities	$5,000
Net Assets	$2,148,594

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$181,255	$15,393
Randall Shealy (Plan Administrator)	$0	$198,656	$18,622

990

Filed on Nov. 10, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$770,942

Expenses

$1,129,556

Net Income

-$358,614

Net Assets

$2,558,625

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$638,119	82.8%
Investment Income	$38,656	5.0%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$94,167	12.2%
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	$2,590,005
Total Liabilities	$31,380
Net Assets	$2,558,625

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$141,796	$0
Randall Shealy (Plan Administrator)	$0	$186,342	$0

990

Filed on Sept. 8, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$1,774,978

Expenses

$1,192,429

Net Income

$582,549

Net Assets

$2,850,460

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$1,620,791	91.3%
Investment Income	$39,234	2.2%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$114,953	6.5%
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	$2,881,266
Total Liabilities	$30,806
Net Assets	$2,850,460

Compensation

Key Employees and Officers	Compensation	Related	Other
Doris Sewell (Trustee)	$0	$166,413	$0
Randall Shealy (Plan Administrator)	$0	$180,086	$0

990

Filed on Oct. 29, 2014

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

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Fiscal Year Ending Dec.
2012

Revenue

$962,483

Expenses

$1,255,814

Net Income

-$293,331

Net Assets

$2,306,525

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$775,483	80.6%
Investment Income	$35,740	3.7%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$151,260	15.7%
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	$2,347,131
Total Liabilities	$40,606
Net Assets	$2,306,525

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$1,073,250

Expenses

$1,511,740

Net Income

-$438,490

Net Assets

$2,596,101

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$823,988	76.8%
Investment Income	$46,660	4.3%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$202,602	18.9%
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	$2,710,197
Total Liabilities	$114,096
Net Assets	$2,596,101

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Updated October 22, 2026

Voluntary Benefit Plan For Retired Employees Of Kaiser Group

Organization summary

Type of Nonprofit

Tax Filings by Year

Fiscal Year Ending Dec. 2024

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

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Fiscal Year Ending Dec.
2024

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007