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Nonprofit · EIN 13-2970130

EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST

Tax-exempt · NEW YORK, NY 10016

Financials

$277.4M$283.8M2023$285.8M$297.2M2024
Revenue Expenses · by fiscal year end
Financials of EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$285,775,070$297,247,417-$11,472,347$55,023,580$31,784,240$23,239,340
December 31, 2023990$277,435,707$283,767,955-$6,332,248$72,266,092$38,369,155$33,896,937
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$279,906,011
Investment income
$724,909
Net gain from sales of assets
-$1,576,838
Other revenue
$5,144,150

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$273,730,231
Compensation of officers, directors and key employees
$75,922
Salaries, compensation and benefits (total)
$75,922
Professional fundraising fees
$0
Legal fees
$52,189

Balance sheet and other

Total assets, start of year
$72,266,092
Total assets, end of year
$55,023,580
Total liabilities, end of year
$31,784,240
Net assets, end of year
$23,239,340
Publicly traded securities
$35,932,656
Gross receipts
$301,351,908
Employees
0
Volunteers
0
Year formed
1978
State of legal domicile
NY

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 / weekCompensationFrom related orgs
THE NORTHERN TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
1$21,147$75,922
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensationFrom related orgs
THE NORTHERN TRUST COMPANYINSTITUTIONAL TRUSTEE
Institutional trustee
1$27,438$76,125

Address and contacts

Address (IRS master file)
19 EAST 34TH STREET, NEW YORK, NY 10016-4304
In care of
% ECCEBT
Principal officer (990 for 2024)
NORTHERN TRUST COMPANY, 50 LASALLE STREET, CHICAGO, IL 60603
Signed the 990
ROBERT JOHNSON, SENIOR VP
Phone
(212) 592-1800
Return prepared by
GRANT THORNTON ADVISORS LLC

Mission

THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST FUNDS WELFARE BENEFITS FOR ACTIVE AND RETIRED CLERGY AND LAY EMPLOYEES OF THE EPISCOPAL CHURCH.

990 for the year ended December 31, 2024

Program accomplishments

  • THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST COLLECTS CONTRIBUTIONS FROM, AND ON BEHALF OF, THE ACTIVE AND RETIRED CLERGY AND LAY EMPLOYEES OF THE EPISCOPAL CHURCH AND THEIR DEPENDENTS FOR THE PAYMENT OF WELFARE BENEFIT CLAIMS. THE EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST CURRENTLY SERVES 100 EPISCOPAL DIOCESES PROVIDING MEDICAL AND DENTAL COVERAGE FOR 22,739 ACTIVE EMPLOYEE MEMBERS, AND 10,007 RETIREE/SURVIVING MEMBERS.0

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
13-2970130
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1979
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$55,023,580
Income (IRS master file)
$301,351,908

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$285,775,070$297,247,417$55,023,580IRS
990December 2023$277,435,707$283,767,955$72,266,092XML
990December 2022$268,175,671$276,590,197$73,680,608IRS
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 13-2970130).

Questions about EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST

What is the EIN of EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST?
The employer identification number (EIN) of EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST is 13-2970130.
Is EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
Are donations to EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT 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 EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST 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 EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST 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 EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names NORTHERN TRUST COMPANY.
Who are the officers and directors of EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $21,147 (THE NORTHERN TRUST COMPANY, INSTITUTIONAL TRUSTEE).
How much revenue does EPISCOPAL CHURCH CLERGY AND EMPLOYEES BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $285,775,070, expenses of $297,247,417 and total assets of $55,023,580 at year end.

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