Nonprofit · EIN 27-1365108
NORTHWEST AIRLINES GROUP MEDICAL TRUST
Tax-exempt · ATLANTA, GA 30354
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $5,026,837 | $4,429,964 | $596,873 | $6,065,823 | $0 | $6,065,823 |
| December 31, 2024 | 990 | $4,858,573 | $5,749,685 | -$891,112 | $5,468,948 | $0 | $5,468,948 |
| December 31, 2023 | 990 | $6,318,658 | $5,803,861 | $514,797 | $6,360,060 | $0 | $6,360,060 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,779,651
- Investment income
- $247,186
- Net gain from sales of assets
- $158
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,958,205
- Compensation of officers, directors and key employees
- $8,000
- Salaries, compensation and benefits (total)
- $8,000
- Professional fundraising fees
- $0
- Accounting fees
- $34,319
Balance sheet and other
- Total assets, start of year
- $5,468,948
- Total assets, end of year
- $6,065,823
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,065,823
- Gross unrelated business income
- $247,186
- Gross receipts
- $11,133,067
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2010
- 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 |
|---|---|---|---|
| JP MORGAN CHASE | TRUSTEE Institutional trustee | 1 | $8,000 |
| KELLEY ELLIOTT | CHAIR, ADMIN COMMITTEE MEMBER Trustee or director, Officer | 1 | $0 |
| KENNETH W MORGE | CHAIR, INVESTMENT COMMITTEE Trustee or director, Officer | 1 | $0 |
| ERIC PHILLIPS | MEMBER, INVESTMENT COMMITTEE (AS OF 2/25) Trustee or director | 1 | $0 |
| HEATHER TARDIF | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JANET BRUNK | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| JULIA MCCONNELL | MEMBER, INVESTMENT COMMITTEE (AS OF 8/25) Trustee or director | 1 | $0 |
| LIZ STANTON | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MICHELLE HORN | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MINDY DAVISON | MEMBER, ADMIN COMMITTEE (THRU 2/25) Trustee or director | 1 | $0 |
| ROBERT HEILMANN | MEMBER, ADMIN COMMITTEE (AS OF 2/25) Trustee or director | 1 | $0 |
| WILLIAM C CARROLL | MEMBER, INVESTMENT COMMITTEE (THRU 8/25) Trustee or director | 1 | $0 |
| JENNIFER SHAY | MEMBER, ADMIN SUBCOMMITTEE Officer | 1 | $0 |
990 for the year ended December 31, 2024: 13 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | TRUSTEE Institutional trustee | 1 | $24,000 |
| GARRETT CHASE | MEMBER, INVESTMENT COMMITTEE (THRU 09/2024) Trustee or director | 1 | $0 |
| HEATHER OSTIS | MEMBER, INVESTMENT COMMITTEE (THRU 01/2024) Trustee or director | 1 | $0 |
| HEATHER TARDIF | MEMBER, INVESTMENT COMMITTEE (AS OF 02/2024) Trustee or director | 1 | $0 |
| JANET BRUNK | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| KELLEY ELLIOTT | CHAIR, ADMIN COMMITTEE MEMBER Trustee or director | 1 | $0 |
| KENNETH W MORGE | CHAIR, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| LIZ STANTON | MEMBER, INVESTMENT COMMITTEE (AS OF 10/2024) Trustee or director | 1 | $0 |
| MICHELLE HORN | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MINDY DAVISON | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| SHAWN COLE | MEMBER, INVESTMENT COMMITTEE (THRU 02/24) Trustee or director | 1 | $0 |
| WILLIAM C CARROLL | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JENNIFER SHAY | MEMBER, ADMIN SUBCOMMITTEE Officer | 1 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | TRUSTEE Institutional trustee | 1 | $16,000 |
| Greg S Tahvonen thru 0123 | Chair, Admin Comm; Member Trustee or director | 1 | $0 |
| Kelley Elliott as of 022023 | Chair, Admin Comm; Member Trustee or director | 1 | $0 |
| Janet Brunk | Member, Admin Committee Trustee or director | 1 | $0 |
| Mindy Davison | Member, Admin Committee Trustee or director | 1 | $0 |
| Kenneth W Morge | Chair, Investment Committee Trustee or director | 1 | $0 |
| William C Carroll | Member, Investment Committee Trustee or director | 1 | $0 |
| Garrett Chase | Member, Investment Committee Trustee or director | 1 | $0 |
| Shawn Cole | Member, Investment Committee Trustee or director | 1 | $0 |
| Heather Ostis | Member, Investment Committee Trustee or director | 1 | $0 |
| Michelle Horn as of 102022 | Member, Investment Committee Trustee or director | 1 | $0 |
| Jennifer Shay | Member, Admin Subcommittee Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1030 DELTA BLVD 959, ATLANTA, GA 30354-1989
- In care of
- % DELTA AIR LINES INC
- Principal officer (990 for 2025)
- KELLEY ELLIOTT, 1030 DELTA BLVD 959, ATLANTA, GA 30354
- Signed the 990
- KELLEY ELLIOTT, VP, HR SERVICES AND TOTAL REWARDS
- Phone
- (404) 715-2600
- Return prepared by
- BDO USA
Mission
DISBURSE PAYMENTS ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
Program accomplishments
- DISBURSE PAYMENTS ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
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
- 27-1365108
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,065,823
- Income (IRS master file)
- $11,133,067
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $5,026,837 | $4,429,964 | $6,065,823 | XML |
| 990 | December 2024 | $4,858,573 | $5,749,685 | $5,468,948 | XML |
| 990 | December 2023 | $6,318,658 | $5,803,861 | $6,360,060 | XML |
| 990 | December 2022 | $6,972,520 | $8,086,764 | $5,845,263 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 27-1365108).
Questions about NORTHWEST AIRLINES GROUP MEDICAL TRUST
- What is the EIN of NORTHWEST AIRLINES GROUP MEDICAL TRUST?
- The employer identification number (EIN) of NORTHWEST AIRLINES GROUP MEDICAL TRUST is 27-1365108.
- Is NORTHWEST AIRLINES GROUP MEDICAL TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2012.
- Are donations to NORTHWEST AIRLINES GROUP MEDICAL TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTHWEST AIRLINES GROUP MEDICAL 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 NORTHWEST AIRLINES GROUP MEDICAL TRUST 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 NORTHWEST AIRLINES GROUP MEDICAL TRUST 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 NORTHWEST AIRLINES GROUP MEDICAL TRUST?
- The 990 for the year ended December 31, 2025 names KELLEY ELLIOTT.
- Who are the officers and directors of NORTHWEST AIRLINES GROUP MEDICAL TRUST?
- The 990 for the year ended December 31, 2025 lists 13 people; 1 received compensation from the organization, the highest $8,000 (JP MORGAN CHASE, TRUSTEE).
- How much revenue does NORTHWEST AIRLINES GROUP MEDICAL TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $5,026,837, expenses of $4,429,964 and total assets of $6,065,823 at year end.
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