Nonprofit · EIN 27-1449206
COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY
Tax-exempt · CHICAGO, IL 60604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $28,357,295 | $34,439,795 | -$6,082,500 | $40,943 | $0 | $40,943 |
| December 31, 2023 | 990 | $11,423,343 | $38,845,112 | -$27,421,769 | $107,037,150 | $0 | $107,037,150 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,578,327
- Investment income
- $16,778,968
- Net gain from sales of assets
- $14,733,118
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $32,593,565
- Compensation of officers, directors and key employees
- $7,000
- Salaries, compensation and benefits (total)
- $7,000
- Professional fundraising fees
- $0
- Accounting fees
- $19,110
- Program services (functional)
- $34,439,795
Balance sheet and other
- Total assets, start of year
- $107,037,150
- Total assets, end of year
- $40,943
- Total liabilities, end of year
- $0
- Net assets, end of year
- $40,943
- Gross unrelated business income
- $15,920,364
- Gross receipts
- $145,614,603
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- IL
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 |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 40 | $7,000 |
| MICHAEL MURRAY | COMMITTEE Trustee or director | 0 | $0 |
| STACY APTER | COMMITTEE CHAIR Trustee or director | 0 | $0 |
| ENRIQUE RAPETTI | COMMITTEE Trustee or director | 0 | $0 |
| MARK EPPERT | COMMITTEE Trustee or director | 0 | $0 |
| ELLIE MAY | COMMITTEE Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| THE NORTHERN TRUST COMPANY | TRUSTEE Institutional trustee | 40 | $7,000 |
| MICHAEL MURRAY | COMMITTEE Trustee or director | 0 | $0 |
| STACY APTER | COMMITTEE CHAIR Trustee or director | 0 | $0 |
| LARRY MARK | COMMITTEE Trustee or director | 0 | $0 |
| MARK EPPERT | COMMITTEE Trustee or director | 0 | $0 |
| KATHY LOVELESS | COMMITTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- ATTN FAUSTO PONCE 333 S WABASH W-, CHICAGO, IL 60604-4107
- In care of
- % TAX DEPARTMENT
- Principal officer (990 for 2024)
- STACY APTER, PO BOX 804358, CHICAGO, IL 60680
- Signed the 990
- THE NORTHERN TRUST COMPANY, TRUSTEE
- Phone
- (404) 676-1085
- Return prepared by
- DELOITTE TAX LLP
Mission
PAYMENT OF HEALTH AND DENTAL BENEFITS TO RETIREES AND SURVIVORS.
Program accomplishments
- PAYMENT OF HEALTH AND DENTAL BENEFITS TO RETIREES AND SURVIVORS.Expenses $34,439,795 · revenue $11,578,327
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
- 27-1449206
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $40,943
- Income (IRS master file)
- $145,614,603
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $28,357,295 | $34,439,795 | $40,943 | XML |
| 990 | December 2023 | $11,423,343 | $38,845,112 | $107,037,150 | XML |
| 990 | December 2022 | $17,142,398 | $2,023,996 | $307,605,146 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | 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 27-1449206).
Questions about COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY
- What is the EIN of COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY?
- The employer identification number (EIN) of COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY is 27-1449206.
- Is COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY 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 COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY 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 COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY 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 COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY?
- The 990 for the year ended December 31, 2024 names STACY APTER.
- Who are the officers and directors of COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY?
- The 990 for the year ended December 31, 2024 lists 6 people; 1 received compensation from the organization, the highest $7,000 (THE NORTHERN TRUST COMPANY, TRUSTEE).
- How much revenue does COCA-COLA CO POSTRETIREME MEDICAL VOLUNTARY EMP BENEFICIARY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $28,357,295, expenses of $34,439,795 and total assets of $40,943 at year end.
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