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Co Serv Electric Group Health Benefit Plan Tr

Donald R Clary Ttee

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
$9.35M (2023)

Expenses
$9.74M (2023)

Total Assets
$5.4M (2023)

Total Liabilities
$356k (2023)

Source: Form 990 tax filings from 2011 to 2023

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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,348,774
Expenses
$9,738,124
Net Income
-$389,350
Net Assets
$5,039,631
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,184,737
98.2%
Investment Income $164,037
1.8%
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 $5,395,140
Total Liabilities $355,509
Net Assets $5,039,631
Compensation
Key Employees and Officers Compensation Related Other
Donald Clary (Trustee) $0 $1,359,899 $312,040
Denise Smithers (Trustee) $0 $365,317 $129,187
Brent Bishop (Trustee) $0 $371,558 $115,956
Dyan James (Trustee) $0 $312,590 $60,054

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,902,572
Expenses
$8,938,415
Net Income
-$35,843
Net Assets
$5,428,981
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,881,565
99.8%
Investment Income $21,007
0.2%
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 $5,923,647
Total Liabilities $494,666
Net Assets $5,428,981
Compensation
Key Employees and Officers Compensation Related Other
Donald Clary (Trustee) $0 $926,842 $392,779
Denise Smithers (Trustee) $0 $351,839 $157,000
Brent Bishop (Trustee) $0 $344,895 $152,091

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,478,438
Expenses
$8,337,512
Net Income
$140,926
Net Assets
$5,464,824
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,478,438
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 $5,751,398
Total Liabilities $286,574
Net Assets $5,464,824
Compensation
Key Employees and Officers Compensation Related Other
Donald Clary (Trustee) $0 $867,405 $361,801
Denise Smithers (Trustee) $0 $332,418 $144,719
Brent Bishop (Trustee) $0 $325,308 $133,503

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,489,297
Expenses
$7,051,456
Net Income
$1,437,841
Net Assets
$5,323,898
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,489,297
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 $5,324,182
Total Liabilities $284
Net Assets $5,323,898
Compensation
Key Employees and Officers Compensation Related Other
Donald Clary (Trustee) $0 $797,356 $284,471
Denise Smithers (Trustee) $0 $318,003 $125,923
Brent Bishop (Trustee) $0 $311,176 $114,469

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,985,155
Expenses
$7,628,577
Net Income
-$643,422
Net Assets
$3,886,057
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,985,155
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 $3,886,341
Total Liabilities $284
Net Assets $3,886,057
Compensation
Key Employees and Officers Compensation Related Other
Donald Clary (Trustee) $0 $487,928 $244,759
Denise Smithers (Trustee) $0 $293,527 $111,052
Brent Bishop (Trustee) $0 $284,944 $106,494

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,559,311
Expenses
$7,017,416
Net Income
$1,541,895
Net Assets
$4,529,479
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,559,311
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 $4,529,763
Total Liabilities $284
Net Assets $4,529,479
Compensation
Key Employees and Officers Compensation Related Other
Denise Smithers (Trustee) $0 $273,991 $106,513
Donald Clary (Trustee) $0 $447,737 $219,990
Brent Bishop (Trustee) $0 $262,389 $117,252

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,360,768
Expenses
$7,236,786
Net Income
$1,123,982
Net Assets
$2,987,584
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,360,768
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 $2,987,820
Total Liabilities $236
Net Assets $2,987,584
Compensation
Key Employees and Officers Compensation Related Other
Denise Smithers (Trustee) $0 $260,111 $96,456
Donald Clary (Trustee) $0 $422,481 $180,263
Brent Bishop (Trustee) $0 $250,983 $98,273

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,684,979
Expenses
$6,620,820
Net Income
$1,064,159
Net Assets
$1,863,602
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,684,979
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 $1,895,704
Total Liabilities $32,102
Net Assets $1,863,602
Compensation
Key Employees and Officers Compensation Related Other
Denise Smithers (Trustee) $0 $250,091 $86,285
Donald Clary (Trustee) $0 $392,993 $148,463
Brent Bishop (Trustee) $0 $242,213 $87,101

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,539,250
Expenses
$6,766,049
Net Income
-$226,799
Net Assets
$799,443
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,539,250
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 $829,793
Total Liabilities $30,350
Net Assets $799,443
Compensation
Key Employees and Officers Compensation Related Other
Denise Smithers (Trustee) $0 $250,753 $79,332
Donald Clary (Trustee) $0 $377,912 $132,753

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,754,255
Expenses
$5,134,068
Net Income
$620,187
Net Assets
$1,026,242
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,754,255
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 $1,035,693
Total Liabilities $9,451
Net Assets $1,026,242
Compensation
Key Employees and Officers Compensation Related Other
Denise Smithers (Trustee) $0 $214,593 $75,422
Donald Clary (Trustee) $0 $333,495 $123,988

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,462,741
Expenses
$5,623,275
Net Income
-$160,534
Net Assets
$406,055
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,462,741
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 $423,885
Total Liabilities $17,830
Net Assets $406,055
Compensation
Key Employees and Officers Compensation Related Other
Denise Smithers (Trustee) $0 $200,594 $81,590
Donnie Clary (Trustee) $0 $325,248 $137,075

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,620,938
Expenses
$5,030,558
Net Income
-$409,620
Net Assets
$566,589
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,620,938
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 $587,351
Total Liabilities $20,762
Net Assets $566,589

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,491,946
Expenses
$4,537,271
Net Income
-$45,325
Net Assets
$976,209
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,491,946
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 $986,837
Total Liabilities $10,628
Net Assets $976,209

Document Links

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

Fiscal Year Ending Dec.
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

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 »

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  • Raw filing data. Includes EINs and summary financials as structured data.
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  • 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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