Nonprofit · EIN 23-2351775
MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST
Tax-exempt · PHILADELPHIA, PA 19107
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $776 | $477 | $299 | $0 | $0 | $0 |
| June 30, 2024 | 990-EZ | $926 | $500 | $426 | $18,068 | $0 | $18,068 |
| June 30, 2023 | 990-EZ | $553 | $500 | $53 | $17,642 | $0 | $17,642 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Investment income
- $776
Expenses
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Other expenses
- $477
- Program services (functional)
- $477
Balance sheet and other
- Total assets, start of year
- $18,068
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets, end of year
- $0
- Gross receipts
- $776
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS I GANTMAN ESQ | CHAIR - TRUSTEE | 1 | $0 |
| STEVEN BERK ESQ | VICE CHAIR - TRUSTEE | 1 | $0 |
| DIXIEANNE P JAMES | PRESIDENT - TRUSTEE | 1 | $0 |
| CRISTINA G CAVALIERI ESQ | SECRETARY | 1 | $0 |
| THOMAS J MARCHOZZI MBA CPA | TREASURER (eff 2/2025) | 1 | $0 |
| john p mordach | TREASURER (term 2/2025) | 1 | $0 |
990-EZ for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS I GANTMAN ESQ | CHAIR - TRUSTEE | 1 | $0 |
| STEVEN BERK ESQ | VICE CHAIR - TRUSTEE | 1 | $0 |
| DIXIEANNE P JAMES | PRESIDENT - TRUSTEE | 1 | $0 |
| CRISTINA G CAVALIERI ESQ | SECRETARY | 1 | $0 |
| JOHN P MORDACH | TREASURER | 1 | $0 |
990-EZ for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEWIS I GANTMAN | CHAIR | 1 | $0 |
| CRISTINA G CAVALIERI ESQ | SECRETARY | 1 | $0 |
| JOHN P MORDACH | TREASURER | 1 | $0 |
| DIXIEANNE P JAMES | PRESIDENT | 1 | $0 |
| LAWRENCE S REICHLIN | CHAIR (TERM) | 1 | $0 |
| PENNY J REZET ESQ | SECRETARY (TERM 4/23) | 1 | $0 |
| GERARD F BLANEY | TREASURER (TERM 9/22) | 1 | $0 |
| KENNETH D LEVITAN | PRESIDENT (TERM 3/23) | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 MARKET STREET SUITE 2004, PHILADELPHIA, PA 19107-2934
- In care of
- % RONALD C KELLER CPA
- Signed the 990-EZ
- MICHAEL HARRINGTON, EVP/CFO
- Phone
- (215) 456-1082
- Website
- WWW.JEFFERSONHEALTH.ORG
- Return prepared by
- WithumSmithBrown PC
Mission
THE TRUST WAS ESTABLISHED FOR THE PURPOSE OF PROVIDING A SOURCE OF FUNDS AND MAINTAINING ADEQUATE RESERVES FOR THE PAYMENT OF WORKERS COMPENSATION BENEFITS AND RELATED CLAIMS.
Program accomplishments
- PAYMENT OF WORKERS COMPENSATION AND RELATED COSTS.Expenses $477
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 23-2351775
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1986
- Accounting year ends
- June
- Files
- Form 990-N (e-Postcard)
- Assets (IRS master file)
- $1
- Income (IRS master file)
- $776
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $776 | $477 | $0 | IRS |
| 990-EZ | June 2024 | $926 | $500 | $18,068 | IRS |
| 990-EZ | June 2023 | $553 | $500 | $17,642 | XML |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-EZ | 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 23-2351775).
Questions about MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST
- What is the EIN of MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST?
- The employer identification number (EIN) of MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST is 23-2351775.
- Is MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1986.
- Are donations to MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST 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 MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who are the officers and directors of MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST?
- The 990-EZ for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does MONTGOMERY HOSPITAL WORKERS COMPENSATION TRUST have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $776, expenses of $477 and total assets of $0 at year end.
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