PROPUBLICA Fearless Reporting for an Informed Society — Join Us.
DONATE
Skip to content
ProPublica Donate
ProPublica Donate

Citizens Foundation Employee Benefit 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.

Details

According to its Dec. 2023 tax filing, this nonprofit:

Reported conflict of interest transactions
Organizations must report loans, grants or business transactions with interested parties, which may include key employees and officers, their family members and any businesses in which they hold a controlling interest. These transactions must be reported on Schedule L.

Summary charts: organization finances over time

Revenue
$4.23M (2023)

Expenses
$3.96M (2023)

Total Assets
$288k (2023)

Total Liabilities
$276k (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
$4,226,215
Expenses
$3,964,680
Net Income
$261,535
Net Assets
$12,288
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,226,215
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 $287,788
Total Liabilities $275,500
Net Assets $12,288
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
David Mccorkle (Trustee) $0 $285,079 $53,040
Ryan Stover (Trustee) $0 $193,759 $37,393

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,852,438
Expenses
$3,444,675
Net Income
$407,763
Net Assets
-$330,047
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,852,438
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 $26,253
Total Liabilities $356,300
Net Assets -$330,047
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Greg Unruh (Trustee) $0 $281,713 $31,175
David Mccorkle (Trustee) $0 $209,076 $35,256
Ryan Stover (Trustee) $0 $193,906 $24,613

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,425,592
Expenses
$3,087,074
Net Income
-$661,482
Net Assets
-$737,810
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,400,421
99.0%
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 $25,171
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $58,710
Total Liabilities $796,520
Net Assets -$737,810
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Greg Unruh (Trustee) $0 $283,433 $27,510
Ryan Stover (Trustee) $0 $184,644 $20,496

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,042,258
Expenses
$3,685,840
Net Income
$356,418
Net Assets
-$76,328
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,565,961
63.5%
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 $1,476,297
36.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $469,362
Total Liabilities $545,690
Net Assets -$76,328
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Greg Unruh (Trustee) $0 $297,853 $29,736
Ryan Stover (Trustee) $0 $185,424 $14,405

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,138,027
Expenses
$2,457,483
Net Income
-$319,456
Net Assets
-$432,746
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,031,060
95.0%
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 $106,967
5.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $69,755
Total Liabilities $502,501
Net Assets -$432,746
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Greg Unruh (Trustee) $0 $213,259 $37,143
Ryan Stover (Trustee) $0 $79,471 $8,575

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,764,736
Expenses
$2,472,356
Net Income
$292,380
Net Assets
-$113,290
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,176,295
78.7%
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 $588,441
21.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $253,578
Total Liabilities $366,868
Net Assets -$113,290
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Darcy Howard (Trustee) $0 $178,390 $34,994
Greg Unruh (Trustee) $0 $215,973 $39,859

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,478,668
Expenses
$3,498,057
Net Income
-$19,389
Net Assets
-$405,670
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,206,559
92.2%
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 $272,109
7.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $274,465
Total Liabilities $680,135
Net Assets -$405,670
Compensation
Key Employees and Officers Compensation Related Other
Darcy Howard (Trustee) $0 $138,932 $30,674
Greg Unruh (Trustee) $0 $194,069 $30,333

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,921,036
Expenses
$4,130,215
Net Income
-$209,179
Net Assets
-$386,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,813,341
71.7%
Investment Income $16
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,107,679
28.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,056,398
Total Liabilities $1,442,679
Net Assets -$386,281
Compensation
Key Employees and Officers Compensation Related Other
Darcy Howard (Trustee) $0 $131,803 $36,534
Margaret Kummer (Trustee) $0 $91,023 $20,503
Greg Unruh (Trustee) $0 $187,722 $30,641

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,591,346
Expenses
$2,570,679
Net Income
$20,667
Net Assets
-$177,102
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,296,705
88.6%
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 $294,634
11.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $229,005
Total Liabilities $406,107
Net Assets -$177,102

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,084,869
Expenses
$2,393,070
Net Income
-$308,201
Net Assets
-$197,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,601,504
76.8%
Investment Income $41
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $483,324
23.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $60,528
Total Liabilities $258,297
Net Assets -$197,769
Compensation
Key Employees and Officers Compensation Related Other
Kevan Trenkle (Trustee) $0 $209,490 $28,997
Margaret Kummer (Trustee) $0 $84,799 $17,787

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,802,970
Expenses
$2,349,514
Net Income
-$546,544
Net Assets
$110,432
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,159,135
64.3%
Investment Income $138
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $643,697
35.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $396,736
Total Liabilities $286,304
Net Assets $110,432
Compensation
Key Employees and Officers Compensation Related Other
Kevan Trenkle (Trustee) $0 $190,195 $25,381
Margaret Kummer (Trustee) $0 $75,078 $20,508

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,915,249
Expenses
$3,042,797
Net Income
$872,452
Net Assets
$656,976
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,678,077
68.4%
Investment Income $5
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $1,237,167
31.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,250,080
Total Liabilities $593,104
Net Assets $656,976

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,257,411
Expenses
$1,387,108
Net Income
-$129,697
Net Assets
-$215,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,180,193
93.9%
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 $77,218
6.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $60,172
Total Liabilities $275,648
Net Assets -$215,476

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

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

Fiscal Year Ending Dec.
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 Dec.
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

Fiscal Year Ending Dec.
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

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

The data powering this website is available programmatically, via an API. Read the API documentation »