Nonprofit · EIN 04-6744659
NBEA HEALTH AND WELFARE FUND
Also known as DALY JANE TTEE
Tax-exempt · NEW BEDFORD, MA 02740
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $923,697 | $957,818 | -$34,121 | $438,371 | $426,511 | $11,860 |
| June 30, 2024 | 990 | $889,774 | $939,741 | -$49,967 | $394,157 | $348,176 | $45,981 |
| June 30, 2023 | 990 | $910,162 | $945,587 | -$35,425 | $409,744 | $313,796 | $95,948 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $920,794
- Investment income
- $163
- Other revenue
- $2,740
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $887,970
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $16,750
- Program services (functional)
- $887,970
- Management and general (functional)
- $69,848
Balance sheet and other
- Total assets, start of year
- $394,157
- Total assets, end of year
- $438,371
- Total liabilities, end of year
- $426,511
- Net assets, end of year
- $11,860
- Net assets without donor restrictions
- $11,860
- Gross receipts
- $923,697
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THOMAS NICKERSON | CHAIRPERSON/TRUSTEE Trustee or director, Officer | 1 | $0 | $107,905 |
| CHRISTOPHER GARCIA | TRUSTEE Trustee or director | 1 | $0 | $5,438 |
| JUSTIN MARE | TRUSTEE Trustee or director | 1 | $0 | $1,563 |
| LYNN DRAYTON | TRUSTEE Trustee or director | 1 | $0 | $1,126 |
| KIM E PEARSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FREDERICK PEARSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER DONNELLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VICTORIA JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THOMAS NICKERSON | CHAIRPERSON / TRUSTEE Trustee or director, Officer | 1 | $0 | $105,158 |
| LYNN DRAYTON | TRUSTEE Trustee or director | 1 | $0 | $13,421 |
| CHRISTOPHER GARCIA | TRUSTEE Trustee or director | 1 | $0 | $4,063 |
| JUSTIN MARE | TRUSTEE Trustee or director | 1 | $0 | $1,250 |
| KIM E PEARSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| FREDERICK PEARSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER DONNELLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| VICTORIA JONES | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended June 30, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| THOMAS NICKERSON | CHAIRPERSON / TRUSTEE Trustee or director, Officer | 1 | $0 | $102,981 |
| CHRISTOPHER GARCIA | TRUSTEE Trustee or director | 1 | $0 | $4,063 |
| KIM E PEARSON | TRUSTEE Trustee or director | 1 | $0 | $1,250 |
| FREDERICK PEARSON | TRUSTEE Trustee or director | 1 | $0 | $938 |
| JODIE AURIELO | TRUSTEE Trustee or director | 1 | $0 | $0 |
| CHRISTOPHER DONNELLY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JENNIFER THOMAS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JUSTIN MARE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| HEIDI TELLES | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 160 WILLIAM ST, NEW BEDFORD, MA 02740-6022
- Principal officer (990 for 2024)
- THOMAS NICKERSON, 160 WILLIAM STREET, NEW BEDFORD, MA 02740
- Signed the 990
- THOMAS NICKERSON, TRUSTEE
- Phone
- (508) 984-4441
- Return prepared by
- MANZI & ASSOCIATES LLC
Mission
NEW BEDFORD EDUCATORS ASSOCIATION HEALTH AND WELFARE FUND PROVIDESDENTAL AND VISION INSURANCE TO ACTIVE AND RETIRED NEW BEDFORD PUBLICSCHOOL TEACHERS THRU PRE-TAX PAYROLL WITHHOLDINGS.
Program accomplishments
- PROVIDE DENTAL AND VISION INSURANCE TO ALL PARTICIPATING MEMBERS. ONLYNEW BEDFORD PUBLIC SCHOOL TEACHERS, EITHER BEING ACTIVE OR RETIRED, AREELIGIBLE.Expenses $887,970 · revenue $923,697
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
- 04-6744659
- 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)
- $438,371
- Income (IRS master file)
- $923,697
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $923,697 | $957,818 | $438,371 | IRS |
| 990 | June 2024 | $889,774 | $939,741 | $394,157 | IRS |
| 990 | June 2023 | $910,162 | $945,587 | $409,744 | XML |
| 990 | June 2022 | $914,616 | $939,884 | $453,430 | 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 04-6744659).
Questions about NBEA HEALTH AND WELFARE FUND
- What is the EIN of NBEA HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of NBEA HEALTH AND WELFARE FUND is 04-6744659.
- Is NBEA HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to NBEA HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NBEA HEALTH AND WELFARE 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 NBEA HEALTH AND WELFARE 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 NBEA HEALTH AND WELFARE 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 NBEA HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 names THOMAS NICKERSON.
- Who are the officers and directors of NBEA HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does NBEA HEALTH AND WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $923,697, expenses of $957,818 and total assets of $438,371 at year end.
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