Ocsea Retiree Health Care Veba Trust
Ocsea Retiree Health Care Veba Trust's network
7 people2 organisationsi7 people and 2 organisations on this map.The large node is the subject of this page. Solid lines are what the register itself records (7). Violet dotted lines (2) are likely: the same full name sits on the current board of another organisation in the same register and region. Form 990 filings give names without a person identifier; SEC insider filings carry a CIK. It may be a different person.The board
7 listediTime on the board is observed from the annual filings: the IRS files no appointment date, so the bar counts years from the first filing the person appears on - a lower bound, not a filed start date. Names are exactly as filed. The IRS publishes no person identifier, so this edition does not yet link a person across organisations in the tables. The network map shows same-name matches as likely links only, never as confirmed.Time served and departures are observed across annual filings. Observed time served is a lower bound - a member may have joined before the first year on record. The organisation reported 7 voting members of its governing body on its latest Form 990 Part VI, which matches the board listed here.| Name | Role as filed | Since | On the board |
|---|---|---|---|
| Bruce Rice | Administrative Trustee | 2020 | 6 yrs |
| Carol Bowshier | Administrative Trustee | 2020 | 6 yrs |
| Geralynn Kaparos | Administrative Trustee | 2020 | 6 yrs |
| Lynn Kemp | Administrative Trustee | 2020 | 6 yrs |
| Sheryl Bartolone | Administrative Trustee | 2020 | 6 yrs |
| Steve Lieber | Administrative Trustee | 2020 | 6 yrs |
| Suhail Zidan | Adminstrative Trustee | 2020 | 6 yrs |
Under 5 years5 to 6 years6 years or more
Pay and hours
year to 31 December 2025iFrom Part VII of the Form 990: compensation reported for each officer, director, trustee, key employee and highest-paid staff member, and the average hours a week they report. Most board members are unpaid; a blank means nothing was reported. Pay from related organisations is shown separately.| Name | Title as filed | Hours a week | Pay from the organisation | Related organisations | Other |
|---|---|---|---|---|---|
| Sheryl Bartolone | Administrative Trustee | 1 | $0 | ||
| Lynn Kemp | Administrative Trustee | 0.25 | $0 | ||
| Carol Bowshier | Administrative Trustee | 0.25 | $0 | ||
| Steve Lieber | Administrative Trustee | 0.25 | $0 | ||
| Suhail Zidan | Adminstrative Trustee | 0.5 | $0 | ||
| Bruce Rice | Administrative Trustee | 1.5 | $0 | ||
| Geralynn Kaparos | Administrative Trustee | 1.25 | $0 |
No pay was reported for anyone in Part VII on this return.
About
- Legal name
- Ocsea Retiree Health Care Veba Trust
- EIN
- 510614591
- Address
- 390 Worthington Rd Ste A, Westerville, OH, 43082-8329
- State
- Ohio
- Mission
- To provide retired OCSEA employees a benefit to help pay the cost of health insurance premiums (as filed on the Form 990)
- Activity (NTEE)
- Y44 Mutual and membership benefit
- IRS classification
- 501(c)09 (tax-exempt under section 501(c)(3) where shown)
- Classified purpose
- Mutual & Membership Benefit
- Size band
- 6 (IRS master file code)
- Formed
- 2006
- Principal officer
- Geralynn Kaparos (as named on the Form 990)
- IRS ruling date
- 1 March 2007
- Status
- Code 01 (unconditional exemption)
- Form 990 filings on record
- 5, latest 2024
Most connected
Longest observed on the filings
≥6years on the filingsBruce Rice
≥6years on the filingsCarol Bowshier
≥6years on the filingsGeralynn Kaparos
≥6years on the filingsLynn Kemp
Latest return
year to 31 December 2025iFigures from the newest Form 990 or 990-EZ in the IRS e-file releases of 2025 and 2026, for the year ending 31 December 2025. US dollars, as filed.- Total assets
- $4.3m
- Total liabilities
- $0
- Net assets or fund balances
- $4.3m
- Contributions and grants received
- $0
- Program service revenue
- $24k
- Employees
- 0
- Volunteers
- 7
Filed finances
1 yeariTotals as filed on the IRS Form 990 (revenue and expenses), by tax year.| Tax year | Total revenue | Total expenses | Surplus or deficit |
|---|---|---|---|
| 2024 | $197k | $424k | Deficit $226k |
As filed on the IRS Form 990. US dollars.