Mission
To Provide Benefits to Employees of Overland.
Public Charity
Overland West Inc Welfare Benefit Trust
Overland West Inc Welfare Benefit Trust is a Public Charity headquartered in Ogden, UT. Financial data from the 2025 filing: $4.2M revenue, $4.1M expenses, $649K total assets.
EIN: 206002062
Ogden, UT
Voluntary Employees Beneficiary Associations (Non-Government)
NTEE: Y43
Latest filing: 2025
Total Revenue$4.2M
Total Expenses$4.1M
Total Assets$649K
Grant Records0
Filing Years2021–2025
Where $100 goes at Overland West Inc Welfare Benefit Trust
How Overland West Inc Welfare Benefit Trust divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.
$95
Programs
the work itself
$5
Management
running the organization
$0
Fundraising
none reported
No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.
Inside the $95 for programs
$95
The plan provides medical, dental, mental health, basic life insurance, prescription drug and substance abuse benefits to 211 eligible employees of Overland West, Inc
Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.
Officers & Directors
Trustee
Jerry H Petersen
Trustee
Morgan Keyes
Trustee
Tami Hull
Trustee
Trevor Steenblik
Officer compensation and complete director data available with membership.
Financial Trends
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $4.2M | $4.1M | $649K |
| 2024 | $3.8M | $4.0M | $593K |
| 2023 | $3.8M | $3.6M | $786K |
| 2022 | $3.2M | $3.4M | $613K |
| 2021 | $3.0M | $3.1M | $772K |
Between 2021 and 2025, reported annual revenue grew from $3.0M to $4.2M (+40%), with total assets most recently reported at $649K.
Interactive year-over-year charts and full filing details available with membership.