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Pepsi Cola Bottling Company Employees Health Plan Trust

  • Oskaloosa, IA
  • Tax-exempt since June 1984
  • EIN: 42-1210714

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$2.11M (2023)

Expenses
$2.04M (2023)

Total Assets
$277k (2023)

Total Liabilities
$5.09k (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 Oct.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,114,850
Expenses
$2,035,713
Net Income
$79,137
Net Assets
$272,340
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,979,452
93.6%
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 $135,398
6.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $277,433
Total Liabilities $5,093
Net Assets $272,340
Compensation
Key Employees and Officers Compensation Related Other
Branden Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 9, 2024

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

View Filing
XML

Fiscal Year Ending Oct.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,086,981
Expenses
$1,850,737
Net Income
$236,244
Net Assets
$193,203
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,005,137
96.1%
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 $81,844
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $194,293
Total Liabilities $1,090
Net Assets $193,203
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 29, 2023

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

View Filing
XML

Fiscal Year Ending Oct.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,645,213
Expenses
$1,894,126
Net Income
-$248,913
Net Assets
-$43,041
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,564,934
95.1%
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 $80,279
4.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $71,375
Total Liabilities $114,416
Net Assets -$43,041
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 9, 2022

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

View Filing
XML

Fiscal Year Ending Oct.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,984,673
Expenses
$1,789,008
Net Income
$195,665
Net Assets
$205,872
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,907,214
96.1%
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 $77,459
3.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $212,849
Total Liabilities $6,977
Net Assets $205,872
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 27, 2021

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

View Filing
XML

Fiscal Year Ending Oct.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,512,745
Expenses
$1,733,117
Net Income
-$220,372
Net Assets
$10,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,440,551
95.2%
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 $72,194
4.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $116,116
Total Liabilities $105,909
Net Assets $10,207
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 10, 2020

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,654,208
Expenses
$1,723,931
Net Income
-$69,723
Net Assets
$230,579
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,315,628
79.5%
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 $338,580
20.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $230,579
Total Liabilities $0
Net Assets $230,579
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 14, 2019

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,653,650
Expenses
$1,587,712
Net Income
$65,938
Net Assets
$300,302
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,409,416
85.2%
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 $244,234
14.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $300,302
Total Liabilities $0
Net Assets $300,302
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 13, 2018

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,400,842
Expenses
$2,195,305
Net Income
$205,537
Net Assets
$234,364
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,991,824
83.0%
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 $409,018
17.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $234,364
Total Liabilities $0
Net Assets $234,364
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Sept. 11, 2017

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,721,232
Expenses
$1,719,733
Net Income
$1,499
Net Assets
$28,827
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,585,089
92.1%
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 $136,143
7.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $75,031
Total Liabilities $46,204
Net Assets $28,827
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 25, 2016

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

View Filing
PDF XML
PDF (2 of 2)

Fiscal Year Ending Oct.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,305,830
Expenses
$1,401,916
Net Income
-$96,086
Net Assets
$27,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,237,473
94.8%
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 $68,357
5.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $45,134
Total Liabilities $17,806
Net Assets $27,328
Compensation
Key Employees and Officers Compensation Related Other
Bradley Muhl (Trustee) $0 $0 $0

Document Links

990
Filed on Aug. 14, 2015

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,395,999
Expenses
$1,305,290
Net Income
$90,709
Net Assets
$123,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,336,417
95.7%
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 $59,582
4.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $123,414
Total Liabilities $0
Net Assets $123,414

Document Links

990
Filed on Oct. 1, 2014

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

View Filing
PDF XML

Fiscal Year Ending Oct.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,403,422
Expenses
$1,444,716
Net Income
-$41,294
Net Assets
$32,705
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,308,428
93.2%
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 $94,994
6.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $85,993
Total Liabilities $53,288
Net Assets $32,705

Document Links

990

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

PDF

Fiscal Year Ending Oct.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,301,074
Expenses
$1,321,798
Net Income
-$20,724
Net Assets
$73,999
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,259,500
96.8%
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 $41,574
3.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $73,999
Total Liabilities $0
Net Assets $73,999

Document Links

990

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

PDF

Fiscal Year Ending Oct.
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 Oct.
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 Oct.
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 Oct.
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 Oct.
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

About 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.

API

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Byline

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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