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Src Benefit Programs Trust

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
$10M (2023)

Expenses
$9.55M (2023)

Total Assets
$1.01M (2023)

Total Liabilities
$415k (2023)

Source: Form 990 tax filings from 2012 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 Jan.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,026,834
Expenses
$9,548,965
Net Income
$477,869
Net Assets
$595,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,026,834
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 $1,010,550
Total Liabilities $414,592
Net Assets $595,958
Compensation
Key Employees and Officers Compensation Related Other
Laura Ruzicka (Plan Adminis) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
Src Holdings Corporation (Plan Sponsor) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,937,850
Expenses
$9,886,270
Net Income
$51,580
Net Assets
$118,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,937,850
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 $118,089
Total Liabilities $0
Net Assets $118,089
Compensation
Key Employees and Officers Compensation Related Other
Laura Ruzicka (Plan Adminis) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
Src Holdings Corporation (Plan Sponsor) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,283,311
Expenses
$8,262,977
Net Income
$20,334
Net Assets
$66,509
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,283,311
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 $320,959
Total Liabilities $254,450
Net Assets $66,509
Compensation
Key Employees and Officers Compensation Related Other
Laura Ruzicka (Plan Adminis) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
Src Holdings Corporation (Plan Sponsor) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,275,976
Expenses
$9,506,415
Net Income
-$230,439
Net Assets
$46,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,275,976
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 $162,975
Total Liabilities $116,800
Net Assets $46,175
Compensation
Key Employees and Officers Compensation Related Other
Laura Ruzicka (Plan Adminis) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
Src Holdings Corporation (Plan Sponsor) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,552,739
Expenses
$9,481,511
Net Income
$71,228
Net Assets
$276,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,552,739
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 $733,271
Total Liabilities $456,657
Net Assets $276,614
Compensation
Key Employees and Officers Compensation Related Other
Laura Ruzicka (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
Src Holdings Corporation (Plan Adminis) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,646,846
Expenses
$7,570,108
Net Income
$76,738
Net Assets
$205,386
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,646,846
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 $781,339
Total Liabilities $575,953
Net Assets $205,386
Compensation
Key Employees and Officers Compensation Related Other
Laura Ruzicka (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
Src Holdings Corporation (Plan Adminis) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,681,555
Expenses
$7,679,422
Net Income
$2,133
Net Assets
$128,648
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,681,555
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 $603,914
Total Liabilities $475,266
Net Assets $128,648
Compensation
Key Employees and Officers Compensation Related Other
Beverly Willis (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
Src Holdings Corporation (Plan Adminis) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,641,646
Expenses
$5,984,302
Net Income
-$342,656
Net Assets
$126,515
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,641,646
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 $424,559
Total Liabilities $298,044
Net Assets $126,515
Compensation
Key Employees and Officers Compensation Related Other
Beverly Willis (Plan Adminis) $0 $0 $0
John P Stack (Trustee) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,611,755
Expenses
$4,825,956
Net Income
-$214,201
Net Assets
$469,171
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,611,755
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 $515,510
Total Liabilities $46,339
Net Assets $469,171

Document Links

Fiscal Year Ending Jan.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,511,174
Expenses
$5,296,651
Net Income
$214,523
Net Assets
$683,372
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,511,174
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 $863,370
Total Liabilities $179,998
Net Assets $683,372
Compensation
Key Employees and Officers Compensation Related Other
Beverly Willis (Plan Administrator) $0 $0 $0
William D Sheppard (Trustee) $0 $0 $0
John P Stack (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Jan.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,954,693
Expenses
$4,233,304
Net Income
-$278,611
Net Assets
$468,849
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,954,693
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 $472,449
Total Liabilities $3,600
Net Assets $468,849

Document Links

Fiscal Year Ending Jan.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,097,333
Expenses
$4,885,256
Net Income
$212,077
Net Assets
$747,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,097,333
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 $962,992
Total Liabilities $215,532
Net Assets $747,460

Document Links

Fiscal Year Ending Jan.
2011

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 Jan.
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 Jan.
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 Jan.
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 Jan.
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

Fiscal Year Ending Jan.
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

Fiscal Year Ending Jan.
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

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.

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