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Nonprofit · EIN 04-2901664

BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND

Tax-exempt · MILTON, MA 02186

Financials

$7.5M$6.5M2022$7.6M$6.8M2023$7.5M$7.2M2024
Revenue Expenses · by fiscal year end
Financials of BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$7,539,525$7,181,839$357,686$8,718,471$53,718$8,664,753
June 30, 2024990$7,607,583$6,761,377$846,206$10,405,382$2,202,500$8,202,882
June 30, 2023990$7,465,795$6,504,564$961,231$7,254,810$23,500$7,231,310
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$7,270,589
Investment income
$268,936
Net gain from sales of assets
$126,709
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$36,000
Accounting fees
$43,971
Program services (functional)
$7,070,399
Management and general (functional)
$111,440

Balance sheet and other

Total assets, start of year
$10,405,382
Total assets, end of year
$8,718,471
Total liabilities, end of year
$53,718
Net assets, end of year
$8,664,753
Publicly traded securities
$2,170,388
Net assets without donor restrictions
$8,664,753
Gross receipts
$7,977,240
Employees
0
Volunteers
0
Year formed
1985
State of legal domicile
MA

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
ALEXANDER MORRCO-CHAIR
Trustee or director, Officer
1$0
JAY BRYTRUSTEE
Trustee or director
1$0
WILLIAM DARINGTRUSTEE
Trustee or director
1$0
BRIAN FALTERTRUSTEE
Trustee or director
1$0
CASEY KRONETRUSTEE
Trustee or director
1$0
KELLY PLEASANTTRUSTEE
Trustee or director
1$0
PAUL ALEXANDERTRUSTEE
Trustee or director
1$0
JOHN CLUVERIUSTRUSTEE
Trustee or director
1$0
PAUL BRUNOTRUSTEE
Trustee or director
1$0
MARC LIBERATORECO-CHAIR
Trustee or director, Officer
1$0
SHERRY HOREANOPOULOSTRUSTEE
Trustee or director
1$0
KATIE TEMPLETRUSTEE
Trustee or director
1$0
990 for the year ended June 30, 2024: 14 people
NameTitleHours / weekCompensation
JAY BRYTRUSTEE
Trustee or director
1$0
WILLIAM DARINGCHAIR
Trustee or director, Officer
1$0
BRIAN FALTERTRUSTEE
Trustee or director
1$0
CASEY KRONETRUSTEE
Trustee or director
1$0
KELLY PLEASANTTRUSTEE
Trustee or director
1$0
MATT COLETRUSTEE
Trustee or director
1$0
PAUL ALEXANDERTRUSTEE
Trustee or director
1$0
SUSAN MCNEILTRUSTEE
Trustee or director
1$0
JAY WEITZENTRUSTEE
Trustee or director
1$0
PAUL BRUNOTRUSTEE
Trustee or director
1$0
MARC LIBERATORETRUSTEE
Trustee or director
1$0
BILL DARINGTRUSTEE
Trustee or director
1$0
KATIE TEMPLETRUSTEE
Trustee or director
1$0
NANCY GEORGETREASURER
Officer
1$0
990 for the year ended June 30, 2023: 11 people
NameTitleHours / weekCompensation
JAY BRYTRUSTEE
Trustee or director
1$0
WILLIAM DARINGCHAIR
Trustee or director, Officer
1$0
BRIAN FALTERTRUSTEE
Trustee or director
1$0
CASEY KRONETRUSTEE
Trustee or director
1$0
DAVID KINGSLEYTRUSTEE
Trustee or director
1$0
KELLY PLEASANTTRUSTEE
Trustee or director
1$0
LISA DI VALENTINOTRUSTEE
Trustee or director
1$0
MATT COLETRUSTEE
Trustee or director
1$0
PAUL ALEXANDERTRUSTEE
Trustee or director
1$0
SUSAN MCNEILTRUSTEE
Trustee or director
1$0
NANCY GEORGETREASURER
Officer
1$0

Address and contacts

Address (IRS master file)
424 ADAMS ST CO GT REILLY COMP, MILTON, MA 02186-4358
In care of
% GET REILLY
Principal officer (990 for 2024)
MARC LIBERATORE, 424 ADAMS ST C/O GT REILLY COMPANY, MILTON, MA 02186
Signed the 990
MARC LIBERATORE, TREASURER
Phone
(617) 696-8900
Return prepared by
WHITTLESEY PC

Mission

PROVIDE DENTAL INSURANCE TO THE MEMBERS OF THE MA STATE COLLEGE ASSOC., MA SOCIETY OF PROF/FACULTY STAFF UNION, MA COMM. COLLEGE COUNCIL, ASSOC. OF PROF ADMINISTRATORS, UNIV. STAFF ASSOC. & MA SOCIETY OF PROFS - UNIVERSITY OF MASSACHUSETTS - LOWELL.

990 for the year ended June 30, 2025

Program accomplishments

  • PROVIDE DENTAL INSURANCE BENEFITS
    Expenses $7,070,399 · revenue $7,234,679

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
04-2901664
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1987
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,718,471
Income (IRS master file)
$7,977,240

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$7,539,525$7,181,839$8,718,471IRS
990June 2024$7,607,583$6,761,377$10,405,382XML
990June 2023$7,465,795$6,504,564$7,254,810XML
990June 2022$7,705,750$6,436,678$6,201,016IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2901664).

Questions about BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND

What is the EIN of BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND?
The employer identification number (EIN) of BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND is 04-2901664.
Is BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1987.
Are donations to BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND due?
The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND?
The 990 for the year ended June 30, 2025 names MARC LIBERATORE.
Who are the officers and directors of BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND?
The 990 for the year ended June 30, 2025 lists 12 people; 0 received compensation from the organization.
How much revenue does BOARD OF REGENTS OF HIGHER ED MASS TCHRS ASSOC H & W FUND have?
On its 990 for the year ended June 30, 2025 it reported revenue of $7,539,525, expenses of $7,181,839 and total assets of $8,718,471 at year end.

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