Nonprofit · EIN 26-3060196
MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST
Tax-exempt · FRANKLIN, MA 02038
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $239,563 | $122,260 | $117,303 | $1,925,333 | $0 | $1,925,333 |
| June 30, 2024 | 990 | $217,477 | $135,264 | $82,213 | $1,808,029 | $0 | $1,808,029 |
| June 30, 2023 | 990 | $217,784 | $70,462 | $147,322 | $1,725,816 | $0 | $1,725,816 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,055
- Investment income
- $147,529
- Net gain from sales of assets
- $72,963
- Other revenue
- $75,979
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $111,250
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $122,260
Balance sheet and other
- Total assets, start of year
- $1,808,029
- Total assets, end of year
- $1,925,333
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,925,333
- Publicly traded securities
- $1,925,333
- Net assets without donor restrictions
- $1,925,333
- Gross receipts
- $702,017
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- 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 | Other / benefits |
|---|---|---|---|---|---|
| ROBERT BALDWIN | EXEC DIRECTOR MIAA/MSSA Key employee | 0 | $0 | $229,476 | $20,269 |
| SHERRY L BRYANT | TRUSTEE Trustee or director | 1 | $0 | $196,468 | $36,503 |
| RICHARD PEARSON | ASSOC DIRECTOR MIAA/MSSA Highest-paid employee | 0 | $0 | $165,926 | $17,024 |
| PETER A SMITH | TRUSTEE Trustee or director | 1 | $0 | $147,666 | $18,437 |
| KATHERINE F EISELER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT BALDWIN | EXEC DIRECTOR MIAA/MSSA Key employee | 0 | $0 | $210,187 | $18,090 |
| SHERRY L BRYANT | TRUSTEE Trustee or director | 1 | $0 | $186,354 | $40,700 |
| RICHARD PEARSON | ASSOC DIRECTOR MIAA/MSSA Highest-paid employee | 0 | $0 | $161,850 | $16,803 |
| PETER A SMITH | TRUSTEE Trustee or director | 1 | $0 | $142,954 | $18,205 |
| KATHERINE F EISELER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| SHERRY L BRYANT | TRUSTEE Trustee or director | 1 | $0 | $178,039 | $39,046 |
| ROBERT BALDWIN | EXEC DIRECTOR MIAA/MSSA Key employee | 0 | $0 | $193,360 | $1,547 |
| RICHARD PEARSON | ASSOC DIRECTOR MIAA/MSSA Highest-paid employee | 0 | $0 | $155,690 | $16,543 |
| PETER A SMITH | TRUSTEE Trustee or director | 1 | $0 | $131,101 | $22,679 |
| KATHERINE F EISELER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 33 FORGE PKWY, FRANKLIN, MA 02038-3135
- In care of
- % RICHARD NEAL
- Principal officer (990 for 2024)
- SHERRY BRYANT, 33 FORGE PARKWAY, FRANKLIN, MA 02038
- Signed the 990
- SHERRY BRYANT, TRUSTEE
- Phone
- (508) 541-7997
- Return prepared by
- Halkiadakis & Co PC
Mission
THE SOLE PURPOSE OF THE TRUST IS TO SUPPLEMENT THE COST OF HEALTHCARE PREMIUMS FOR ELIGIBLE RETIREES OF THE MASSACHUSETTS INTERSCHOLASTIC ATHLETIC ASSOCIATION, INC. AND MASSACHUSETTS SCHOOL ADMINISTRATORS ASSOCIATION, INCORPORATED AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- MONIES HAVE BEEN DELIVERED, ACCEPTED AND INVESTED BY THE TRUSTEEES IN THE TRUST FOR THE BENEFIT OF THE ELIGIBLE RETIREES OF THE ASSOCIATIONS AND THEIR ELIGIBLE DEPENDENTS, TO SUPPLEMENT THE COST OF HEALTHCARE PREMIUMS.Expenses $122,260 · revenue $239,563
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
- 26-3060196
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2010
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,925,333
- Income (IRS master file)
- $702,017
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $239,563 | $122,260 | $1,925,333 | XML |
| 990 | June 2024 | $217,477 | $135,264 | $1,808,029 | IRS |
| 990 | June 2023 | $217,784 | $70,462 | $1,725,816 | XML |
| 990 | June 2022 | $127,815 | $325,346 | $1,578,494 | IRS |
| 990 | June 2021 | – | – | – | 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 26-3060196).
Questions about MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST
- What is the EIN of MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST?
- The employer identification number (EIN) of MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST is 26-3060196.
- Is MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2010.
- Are donations to MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION 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 MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION 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 MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST 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 MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST?
- The 990 for the year ended June 30, 2025 names SHERRY BRYANT.
- Who are the officers and directors of MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST?
- The 990 for the year ended June 30, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does MIAA MSAA VOLUNTARY BENEFICIARY ASSOCIATION TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $239,563, expenses of $122,260 and total assets of $1,925,333 at year end.
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