State of Montana Voluntary Employee Beneficiary Association Health
Public records raise at least one point you should look into before giving.
What it says it does
THE TRUST HAS BEEN ESTABLISHED TO PROVIDE EMPLOYEES WITH HEALTH BENEFITS AS SET FORTH IN THE RELATED PLAN, WHILE THEY ARE ELIGIBLE TO RECEIVE SUCH BENEFITS, AND TO PROVIDE SUCH OTHER PERMISSIBLE PAYMENTS AS MAY BE DETERMINED FROM TIME TO TIME, AND IT IS INTENDED THAT THE BENEFITS AND PAYMENTS PROVIDED BY THE RELATED PLAN AND FUNDED THROUGH THE TRUST BE "LIFE, SICK, ACCIDENT, OR OTHER BENEFITS" AS THAT PHRASE IS DEFINED IN SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE.
- Income
- $4.0 million
- Spending
- $2.9 million
- Employees
- 0
- Volunteers
- 2
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Financial health
We do not score finances when yearly spending is very small or the return has too little detail. The ratios stop meaning much at that size.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Governance
This return does not answer enough of the governance questions to score.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Impact evidence
Describes programs. Its tax return describes what it does but we have found no measurable results in it.
Programs described in its return (1)
- THIS TRUST HOLDS THE ASSETS OF THE STATE OF MONTANA VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION HEALTH BENEFIT PLAN. THE PLAN PROVIDES MEDICAL BENEFITS TO ITS PARTICIPANTS AND THEIR DEPENDENTS. THE PLAN IS A DEFINED CONTRIBUTION, HEALTH AND WELFARE BENEFIT PLAN COMMONLY REFERRED TO AS A "HEALTH REIMBURSEMENT ARRANGEMENT" PLAN. THE PLAN IS DESIGNED TO BE A TAX-FREE ACCOUNT FOR PARTICIPANTS TO PAY HEALTH BENEFITS NOT PROVIDED BY SOCIAL SECURITY, MEDICARE, OR ANY OTHER HEALTH INSURANCE CONTRACT OR PLAN. THE PAYMENTS OR REIMBURSEMENTS MAY NOT BE MADE FOR ITEMS PAID OR PAYABLE BY ANY OTHER INSURANCE CONTRACT OR PLAN, OR FOR EXPENSES THAT ARE DEDUCTED BY THE PARTICIPANT UNDER ANY OTHER SECTION OF THE INTERNAL REVENUE CODE OR WHICH WERE INCURRED PRIOR TO BECOMING A PARTICIPANT OF THE PLAN. THE AFOREMENTIONED EXPENSES MUST BE EXPENSES OF THE PARTICIPANTS, THE SPOUSES OF THE PARTICIPANTS AND/OR THE DEPENDENTS OF THE PARTICIPANTS.
Source: Form 990 for the year ending December 31, 2024, filed with the Internal Revenue Service. How we rate
Legitimacy checks
Is it registered with the IRS? Passed.
Listed in the IRS master file of tax-exempt organizations as a 501(c)(9) employees' beneficiary association.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Has the IRS revoked its tax-exempt status? Passed.
Not on the IRS automatic revocation list.
Source: Automatic revocation of exemption list, Internal Revenue Service, file dated September 30, 2026.
Are donations tax-deductible? Caution.
The IRS master file records contributions to this 501(c)(9) employees' beneficiary association as not deductible.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it keeping up with its IRS filings? Passed.
Most recent return on file covers the year ending December 2025.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
How long has it been tax-exempt? Passed.
Recognized by the IRS since July 2003.
Source: Exempt Organizations Business Master File, Internal Revenue Service, file dated September 7, 2026.
Is it in good standing with state regulators? Passed.
Not on California's list of charities barred from soliciting. Other states are not yet checked.
Source: May Not Operate or Solicit for Charitable Purposes list, California Attorney General, Registry of Charities and Fundraisers, file dated October 7, 2026.
Ratings and checks are our reading of public records, using the published method. They are not a statement about anyone's honesty. If you work for this organization, you can send corrections or results, confirm you want gifts through Veridonate, or ask to be removed from giving.