Nonprofit · EIN 13-7379593
ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR
Tax-exempt · HOLYOKE, MA 01040
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,090,307 | $1,063,621 | $1,026,686 | $28,429,017 | $0 | $28,429,017 |
| December 31, 2023 | 990 | $1,666,240 | $1,065,245 | $600,995 | $26,309,122 | $0 | $26,309,122 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $614,000
- Investment income
- $1,476,307
- Net gain from sales of assets
- $638,921
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $26,309,122
- Total assets, end of year
- $28,429,017
- Total liabilities, end of year
- $0
- Net assets, end of year
- $28,429,017
- Publicly traded securities
- $28,427,540
- Gross receipts
- $6,257,031
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2003
- 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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK | DIRECTED TRUSTEE Institutional trustee | 1 | $4,136 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| US BANK | DIRECTED TRUSTEE Institutional trustee | 1 | $3,558 |
Address and contacts
- Address (IRS master file)
- 1 SULLIVAN RD, HOLYOKE, MA 01040-2841
- Principal officer (990 for 2024)
- ANTHONY DEANGELIS, 1 FEDERAL STREET, BOSTON, MA 02110
- Signed the 990
- ANTHONY DEANGELIS, TRUSTEE
- Phone
- (413) 535-4014
- Return prepared by
- MEYERS BROTHERS KALICKA PC
Mission
TO PROVIDE MEDICAL, DENTAL AND LIFE INSURANCE BENEFITS TO ALL ELIGIBLE RETIREES AND THEIR ELIGIBLE DEPENDENTS COVERED UNDER THE ISO NEW ENGLAND INC. RETIREE WELFARE BENEFIT PLAN.
Program accomplishments
- PROVIDED MEDICAL, DENTAL AND LIFE INSURANCE BENEFITS TO ALL ELIGIBLE RETIREES.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-7379593
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $28,429,017
- Income (IRS master file)
- $6,257,031
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,090,307 | $1,063,621 | $28,429,017 | XML |
| 990 | December 2023 | $1,666,240 | $1,065,245 | $26,309,122 | XML |
| 990 | December 2022 | $206,768 | $1,008,650 | $23,686,583 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 13-7379593).
Questions about ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR
- What is the EIN of ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR?
- The employer identification number (EIN) of ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR is 13-7379593.
- Is ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE 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 ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE 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 ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE 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 ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR?
- The 990 for the year ended December 31, 2024 names ANTHONY DEANGELIS.
- Who are the officers and directors of ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $4,136 (US BANK, DIRECTED TRUSTEE).
- How much revenue does ISO NEW ENGLAND RETIREE MEDICAL DENTAL AND LIFE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,090,307, expenses of $1,063,621 and total assets of $28,429,017 at year end.
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