Nonprofit · EIN 20-8503691
INSURANCE TRUST FOR DELTA RETIREES INC
Tax-exempt · DULUTH, GA 30096
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $75,257,531 | $71,851,723 | $3,405,808 | $44,875,253 | $0 | $44,875,253 |
| December 31, 2024 | 990 | $70,120,790 | $67,736,047 | $2,384,743 | $39,140,091 | $0 | $39,140,091 |
| December 31, 2023 | 990 | $71,095,820 | $69,653,907 | $1,441,913 | $35,047,627 | $0 | $35,047,627 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $72,352,543
- Investment income
- $2,904,988
- Net gain from sales of assets
- $1,130,114
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $68,874,143
- Compensation of officers, directors and key employees
- $174,000
- Salaries, compensation and benefits (total)
- $174,000
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $39,140,091
- Total assets, end of year
- $44,875,253
- Total liabilities, end of year
- $0
- Net assets, end of year
- $44,875,253
- Publicly traded securities
- $44,875,253
- Gross receipts
- $105,879,647
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- GA
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE HIRSCHBERG | CHAIRMAN Trustee or director, Officer | 7.5 | $24,000 |
| ROBERT WERNER | VICE CHAIRMAN Trustee or director, Officer | 7.5 | $24,000 |
| TED TOWNE | TREASURER Trustee or director, Officer | 7.5 | $24,000 |
| MICK MCCORMICK-JAMESON | SECRETARY Trustee or director, Officer | 7.5 | $24,000 |
| BRIAN EARP | DIRECTOR Trustee or director | 7.5 | $24,000 |
| MYRON COXE | DIRECTOR Trustee or director | 7.5 | $24,000 |
| SHELLY SULLIVAN | DIRECTOR Trustee or director | 7.5 | $24,000 |
| DOUG HULTBERG | BOARD FELLOW Officer | 7.5 | $6,000 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BONNIE HIRSCHBERG | CHAIRMAN Trustee or director, Officer | 7.5 | $21,240 |
| MICKY MCCORMICK-JAMESON | VICE CHAIRMAN Trustee or director, Officer | 7.5 | $21,240 |
| ROBERT WERNER | TREASURER Trustee or director, Officer | 7.5 | $21,240 |
| SHELLY SULLIVAN | SECRETARY Trustee or director, Officer | 7.5 | $21,240 |
| BRIAN EARP | DIRECTOR Trustee or director | 7.5 | $21,240 |
| TED TOWNE | DIRECTOR Trustee or director | 7.5 | $21,240 |
| MYRON COXE | DIRECTOR Trustee or director | 7.5 | $21,240 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TED TOWNE | CHAIRMAN Trustee or director, Officer | 7.5 | $21,240 |
| MYRON COXE | VICE CHAIRMAN Trustee or director, Officer | 7.5 | $21,240 |
| ROBERT WERNER | TREASURER Trustee or director, Officer | 7.5 | $21,240 |
| SHELLY SULLIVAN | SECRETARY Trustee or director, Officer | 7.5 | $21,240 |
| BRIAN EARP | DIRECTOR Trustee or director | 7.5 | $21,240 |
| BONNIE HIRSCHBERG | DIRECTOR Trustee or director | 7.5 | $21,240 |
| MICKY MCCORMICK-JAMESON | DIRECTOR Trustee or director | 7.5 | $21,240 |
Address and contacts
- Address (IRS master file)
- 2405 SATELLITE BLVD STE 200, DULUTH, GA 30096-9022
- In care of
- % SANDRA S ROLLINS
- Principal officer (990 for 2025)
- TED TOWNE, 1344 SHEFFIELD GLEN WAY NE, ATLANTA, GA 30329
- Signed the 990
- TED TOWNE, TREASURER
- Phone
- (407) 920-4488
- Website
- WWW.ITDR.COM
- Return prepared by
- WARREN AVERETT LLC
Mission
THE ORGANIZATION EXISTS TO PROVIDE RETIREMENT HEALTHCARE BENEFITS TO FORMER DELTA AIR LINES EMPLOYEES.
Program accomplishments
- THE ORGANIZATION EXISTS TO PROVIDE RETIREMENT HEALTHCARE BENEFITS TO FORMER DELTA AIR LINES EMPLOYEES.
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 | 990 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
- 20-8503691
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y44)
- Assets (IRS master file)
- $44,875,253
- Income (IRS master file)
- $105,879,647
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $75,257,531 | $71,851,723 | $44,875,253 | IRS |
| 990 | December 2024 | $70,120,790 | $67,736,047 | $39,140,091 | IRS |
| 990 | December 2023 | $71,095,820 | $69,653,907 | $35,047,627 | XML |
| 990 | December 2022 | $70,657,172 | $69,288,925 | $30,445,201 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 20-8503691).
Questions about INSURANCE TRUST FOR DELTA RETIREES INC
- What is the EIN of INSURANCE TRUST FOR DELTA RETIREES INC?
- The employer identification number (EIN) of INSURANCE TRUST FOR DELTA RETIREES INC is 20-8503691.
- Is INSURANCE TRUST FOR DELTA RETIREES INC tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to INSURANCE TRUST FOR DELTA RETIREES INC tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSURANCE TRUST FOR DELTA RETIREES INC 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 INSURANCE TRUST FOR DELTA RETIREES INC due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSURANCE TRUST FOR DELTA RETIREES INC last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INSURANCE TRUST FOR DELTA RETIREES INC?
- The 990 for the year ended December 31, 2025 names TED TOWNE.
- Who are the officers and directors of INSURANCE TRUST FOR DELTA RETIREES INC?
- The 990 for the year ended December 31, 2025 lists 8 people; 8 received compensation from the organization, the highest $24,000 (BONNIE HIRSCHBERG, CHAIRMAN).
- How much revenue does INSURANCE TRUST FOR DELTA RETIREES INC have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $75,257,531, expenses of $71,851,723 and total assets of $44,875,253 at year end.
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