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Southern States Group 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.

Summary charts: organization finances over time

Revenue
$10.1M (2023)

Expenses
$10M (2023)

Total Assets
$1.6M (2023)

Total Liabilities
$255k (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,059,189
Expenses
$10,046,269
Net Income
$12,920
Net Assets
$1,344,263
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,009,817
99.5%
Investment Income $49,372
0.5%
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 $1,599,347
Total Liabilities $255,084
Net Assets $1,344,263
Compensation
Key Employees and Officers Compensation Related Other
Beth Donnelly (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,812,364
Expenses
$10,877,110
Net Income
-$1,064,746
Net Assets
$1,331,343
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,809,950
100.0%
Investment Income $2,414
0.0%
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 $1,559,030
Total Liabilities $227,687
Net Assets $1,331,343
Compensation
Key Employees and Officers Compensation Related Other
Beth Donnelly (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,455,214
Expenses
$10,051,416
Net Income
$403,798
Net Assets
$2,396,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,454,982
100.0%
Investment Income $232
0.0%
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 $2,520,312
Total Liabilities $124,223
Net Assets $2,396,089
Compensation
Key Employees and Officers Compensation Related Other
Erinn Briele (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,749,837
Expenses
$9,391,160
Net Income
$1,358,677
Net Assets
$1,992,291
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,744,605
100.0%
Investment Income $5,232
0.0%
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 $2,120,322
Total Liabilities $128,031
Net Assets $1,992,291

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,300,523
Expenses
$10,532,560
Net Income
-$232,037
Net Assets
$633,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,294,360
99.9%
Investment Income $6,163
0.1%
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 $852,152
Total Liabilities $218,538
Net Assets $633,614

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,776,570
Expenses
$9,927,864
Net Income
-$151,294
Net Assets
$865,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,769,971
99.9%
Investment Income $6,599
0.1%
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 $1,220,989
Total Liabilities $355,338
Net Assets $865,651

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,570,337
Expenses
$9,218,567
Net Income
$351,770
Net Assets
$1,016,945
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,568,007
100.0%
Investment Income $2,330
0.0%
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 $1,223,032
Total Liabilities $206,087
Net Assets $1,016,945

No Document Links

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

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,056,221
Expenses
$9,252,488
Net Income
-$196,267
Net Assets
$665,175
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,054,793
100.0%
Investment Income $1,428
0.0%
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 $902,914
Total Liabilities $237,739
Net Assets $665,175

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,294,370
Expenses
$8,382,119
Net Income
-$87,749
Net Assets
$861,442
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,294,162
100.0%
Investment Income $208
0.0%
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 $1,082,386
Total Liabilities $220,944
Net Assets $861,442

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,005,023
Expenses
$7,556,965
Net Income
-$551,942
Net Assets
$949,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,004,850
100.0%
Investment Income $173
0.0%
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 $1,055,796
Total Liabilities $106,605
Net Assets $949,191

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,947,135
Expenses
$6,985,282
Net Income
-$38,147
Net Assets
$1,501,133
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,946,092
100.0%
Investment Income $1,043
0.0%
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 $1,529,460
Total Liabilities $28,327
Net Assets $1,501,133

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,512,556
Expenses
$7,454,204
Net Income
$58,352
Net Assets
$1,539,280
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,512,050
100.0%
Investment Income $506
0.0%
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 $1,581,216
Total Liabilities $41,936
Net Assets $1,539,280

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,651,093
Expenses
$7,100,935
Net Income
$1,550,158
Net Assets
$1,480,928
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,649,816
100.0%
Investment Income $1,277
0.0%
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 $1,509,764
Total Liabilities $28,836
Net Assets $1,480,928

Document Links

Fiscal Year Ending June
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 June
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 June
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 June
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 June
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 June
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 »

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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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