Nonprofit · EIN 04-3362620
THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST
Tax-exempt · SOMERVILLE, MA 02145
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $79,231 | $16,947 | $62,284 | $1,037,378 | $0 | $1,037,378 |
| September 30, 2024 | 990 | $111,496 | $140,907 | -$29,411 | $904,754 | $0 | $904,754 |
| September 30, 2023 | 990 | $111,068 | $294,029 | -$182,961 | $837,855 | $0 | $837,855 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $79,231
- Net gain from sales of assets
- $73,793
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $16,947
Balance sheet and other
- Total assets, start of year
- $904,754
- Total assets, end of year
- $1,037,378
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,037,378
- Publicly traded securities
- $1,037,378
- Net assets without donor restrictions
- $1,037,378
- Gross receipts
- $79,231
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1995
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK AND TRUST | TRUSTEE Institutional trustee | 1 | $16,947 |
| THE MCLEAN HOSPITAL CORP | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended September 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK AND TRUST | TRUSTEE Institutional trustee | 1 | $19,237 |
| THE MCLEAN HOSPITAL CORP | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended September 30, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STATE STREET BANK AND TRUST | TRUSTEE Institutional trustee | 1 | $28,517 |
| THE MCLEAN HOSPITAL CORP | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 399 REVOLUTION DR STE 645, SOMERVILLE, MA 02145-1574
- Principal officer (990 for 2024)
- SALLY MASON BOEMER, 115 MILL STREET, BELMONT, MA 02478
- Signed the 990
- SALLY MASON BOEMER, CFO OF AMCS
- Phone
- (857) 282-0747
Mission
FUND POST-RETIREMENT MEDICAL COVERAGE
Program accomplishments
- SEE SCHEDULE OExpenses $16,947 · revenue $79,231
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 04-3362620
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,037,378
- Income (IRS master file)
- $79,231
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $79,231 | $16,947 | $1,037,378 | XML |
| 990 | September 2024 | $111,496 | $140,907 | $904,754 | XML |
| 990 | September 2023 | $111,068 | $294,029 | $837,855 | XML |
| 990 | September 2022 | $66,357 | $33,519 | $979,360 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 2019 | – | – | – | IRS |
| 990 | September 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 04-3362620).
Questions about THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST
- What is the EIN of THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST?
- The employer identification number (EIN) of THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST is 04-3362620.
- Is THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST 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 THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST?
- The 990 for the year ended September 30, 2025 names SALLY MASON BOEMER.
- Who are the officers and directors of THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST?
- The 990 for the year ended September 30, 2025 lists 2 people; 1 received compensation from the organization, the highest $16,947 (STATE STREET BANK AND TRUST, TRUSTEE).
- How much revenue does THE MCLEAN HOSPITAL CORPORATION EMPLOYEE AND RETIREE MEDICAL TRUST have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $79,231, expenses of $16,947 and total assets of $1,037,378 at year end.
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