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Nonprofit · EIN 04-3282355

WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR

Tax-exempt · WOODS HOLE, MA 02543

Financials

$8.5M$10.3M2023$9.7M$10.5M2024
Revenue Expenses · by fiscal year end
Financials of WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$9,690,912$10,462,634-$771,722$9,169,591$174,572$8,995,019
December 31, 2023990$8,454,893$10,320,832-$1,865,939$9,158,265$573,295$8,584,970
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,125,831
Investment income
$565,081
Net gain from sales of assets
$560,055
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,913,960
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$9,158,265
Total assets, end of year
$9,169,591
Total liabilities, end of year
$174,572
Net assets, end of year
$8,995,019
Gross receipts
$11,284,778
Employees
0
Volunteers
0
Year formed
1993
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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
STATE STREET BANK AND TRUST COMPANYTRUSTEE
Institutional trustee
1$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
STATE STREET BANK AND TRUST COMPANYTRUSTEE
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
569 WOODS HOLE ROAD MS-14, WOODS HOLE, MA 02543-1041
In care of
% DANA FERNANDEZ SR DIR FINAN
Principal officer (990 for 2024)
PETER DE MENOCAL, 569 WOODS HOLE ROAD MS 14, WOODS HOLE, MA 02543
Signed the 990
KATHRYN LINK, VP OPS & CEO
Phone
(508) 457-2000
Return prepared by
PwC US Tax LLP

Mission

PROVIDE MEDICAL BENEFITS FOR ELIGIBLE RETIREES AND ACTIVE EMPLOYEES UNDER THE WOODS HOLE OCEANOGRAPHIC MEDICAL BENEFIT PLAN.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN PROVIDES MEDICAL BENEFITS FOR ELIGIBLE RETIREES AND ACTIVE EMPLOYEES UNDER WOODS HOLE OCEANOGRAPHIC MEDICAL BENEFIT PLAN. THE PLAN PROVIDES FOR A CONTINUATION OF EMPLOYER PROVIDED MEDICAL COVERAGE AFTER RETIREMENT FOR THOSE RETIREES SATISFYING THE PLAN'S ELIGIBILITY CONDITIONS. FOR ACTIVE EMPLOYEES BENEFITS ARE PROVIDED THROUGH A GROUP MEDICAL PLAN.
    revenue $9,125,831

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 December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
04-3282355
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,169,591
Income (IRS master file)
$11,284,778

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$9,690,912$10,462,634$9,169,591IRS
990December 2023$8,454,893$10,320,832$9,158,265XML
990December 2022$11,172,079$12,364,614$10,117,999IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 04-3282355).

Questions about WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR

What is the EIN of WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR?
The employer identification number (EIN) of WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR is 04-3282355.
Is WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR 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 WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR?
The 990 for the year ended December 31, 2024 names PETER DE MENOCAL.
Who are the officers and directors of WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR?
The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
How much revenue does WOODS HOLE OCEANOGRAPHIC INSTITUTION TAX EXEMPT EMP BEN TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $9,690,912, expenses of $10,462,634 and total assets of $9,169,591 at year end.

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