Nonprofit · EIN 04-3236078
TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB
Also known as LEVERONE SUSAN C ET AL TTEES
Tax-exempt · MEDFORD, MA 02155
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,235,328 | $1,145,333 | $89,995 | $14,847,890 | $101,308 | $14,746,582 |
| June 30, 2024 | 990 | $1,184,059 | $1,105,405 | $78,654 | $13,975,648 | $98,274 | $13,877,374 |
| June 30, 2023 | 990 | $1,131,202 | $1,398,838 | -$267,636 | $13,260,272 | $17,071 | $13,243,201 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $346,676
- Investment income
- $888,652
- Net gain from sales of assets
- $314,830
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,072,020
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,145,333
Balance sheet and other
- Total assets, start of year
- $13,975,648
- Total assets, end of year
- $14,847,890
- Total liabilities, end of year
- $101,308
- Net assets, end of year
- $14,746,582
- Publicly traded securities
- $14,345,452
- Gross receipts
- $2,965,885
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James M Hurley | CFO,VP-Finance & Treasurer - End Date 6/30/2025 Trustee or director | 1 | $0 | $520,958 | $53,930 |
| Jonathan Pearsall | Assoc. VP & University Controller Trustee or director | 1 | $0 | $327,809 | $58,700 |
| Robbyn W Dewar | Benefits Programs and Compliance Director Trustee or director | 1 | $0 | $162,260 | $40,947 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James M Hurley | CFO,VP-Finance & Treasurer Trustee or director | 1 | $0 | $497,027 | $52,922 |
| Jonathan Pearsall | University Controller - Start Date 1/1/2024 Trustee or director | 1 | $0 | $323,028 | $38,565 |
| Lisa Halpert | Sr Director, Finance & Planning - END DATE 12/31/2023 Trustee or director | 1 | $0 | $236,551 | $53,804 |
| Robbyn W Dewar | Benefits Programs and Compliance Director Trustee or director | 1 | $0 | $159,525 | $42,184 |
990 for the year ended June 30, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| James M Hurley | CFO,VP-Finance & Treasurer Trustee or director | 1 | $0 | $475,603 | $49,135 |
| Lisa Halpert | Sr Director, Finance & Planning Trustee or director | 1 | $0 | $210,040 | $87,754 |
| Robbyn W Dewar | Benefits Programs and Compliance Director Trustee or director | 1 | $0 | $162,869 | $40,910 |
Address and contacts
- Address (IRS master file)
- 80 GEORGE ST, MEDFORD, MA 02155-5519
- Principal officer (990 for 2024)
- Thomas M Malone, 80 George Street Attn Tax Dept, Medford, MA 02155
- Signed the 990
- Thomas M Malone, VP FINANCE & TREASURER
- Phone
- (617) 627-3816
- Website
- WWW.TUFTS.EDU
Mission
TO PROVIDE HEALTH INSURANCE BENEFITS FOR RETIRED EMPLOYEES
Program accomplishments
- PROVIDING HEALTH CARE BENEFITS FOR APPROXIMATELY 604 RETIRED EMPLOYEESExpenses $1,145,333 · revenue $346,676
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3236078
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,847,890
- Income (IRS master file)
- $2,965,885
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,235,328 | $1,145,333 | $14,847,890 | IRS |
| 990 | June 2024 | $1,184,059 | $1,105,405 | $13,975,648 | IRS |
| 990 | June 2023 | $1,131,202 | $1,398,838 | $13,260,272 | XML |
| 990 | June 2022 | $1,451,389 | $1,454,368 | $14,093,662 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 04-3236078).
Questions about TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB
- What is the EIN of TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB?
- The employer identification number (EIN) of TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB is 04-3236078.
- Is TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB 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 TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB 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 TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB 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 TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB?
- The 990 for the year ended June 30, 2025 names Thomas M Malone.
- Who are the officers and directors of TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB?
- The 990 for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does TUFTS UNIVERSITY EMPLOYEE BENEFITS TR 060194 PRHB have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,235,328, expenses of $1,145,333 and total assets of $14,847,890 at year end.
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