Nonprofit · EIN 27-7021273
EQUITY HEALTH CARE TR
Tax-exempt · CAREY, OH 43316
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $6,823,486 | $6,884,243 | -$60,757 | $190,923 | $0 | $190,923 |
| December 31, 2023 | 990 | $6,160,196 | $6,506,066 | -$345,870 | $251,680 | $0 | $251,680 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,823,486
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,189,288
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $1,590
Balance sheet and other
- Total assets, start of year
- $251,680
- Total assets, end of year
- $190,923
- Total liabilities, end of year
- $0
- Net assets, end of year
- $190,923
- Gross receipts
- $6,823,486
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2011
- State of legal domicile
- OH
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 |
|---|---|---|---|
| DAVID ANDREWS | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JENNIFER SMALLEY | TRUSTEE Trustee or director | 2 | $0 |
| KAYLA BREEDLOVE | TRUSTEE Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 1201 E FINDLAY ST, CAREY, OH 43316-9686
- In care of
- % JENNIFER SMALLEY
- Principal officer (990 for 2024)
- DAVID ANDREWS, 1201 EAST FINDLAY STREET, CAREY, OH 43316
- Signed the 990
- DAVID ANDREWS, TRUSTEE
- Phone
- (419) 396-3900
- Return prepared by
- REA & ASSOCIATES INC
Mission
THE PURPOSE OF THE EQUITY HEALTH CARE TRUST IS TO FURNISH ELIGIBLE EMPLOYEES OF PARTICIPATING EMPLOYERS WITH CERTAIN HEALTH CARE AND WELFARE BENEFITS.
Program accomplishments
- THE EQUITY HEALTH CARE TRUST ENTERED INTO AN AGREEMENT WITH A COMPANY TO PROVIDE HEALTH BENEFITS TO ITS ELIGIBLE EMPLOYEES. THE COMPANY MAKES CONTRIBUTIONS TO THE TRUST FOR ALL ELIGIBLE EMPLOYEES. A PORTION OF THE COMPANY CONTRIBUTION IS FROM EMPLOYEE WITHHOLDING AND/OR COBRA PAYMENTS. THE TRUST MAKES HEALTH BENEFIT PAYMENTS, IN THE FORM OF INSURANCE PREMIUMS OR HEALTH CARE COSTS FOR ELIGIBLE 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 | 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
- 27-7021273
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $190,923
- Income (IRS master file)
- $6,823,486
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $6,823,486 | $6,884,243 | $190,923 | XML |
| 990 | December 2023 | $6,160,196 | $6,506,066 | $251,680 | XML |
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 27-7021273).
Questions about EQUITY HEALTH CARE TR
- What is the EIN of EQUITY HEALTH CARE TR?
- The employer identification number (EIN) of EQUITY HEALTH CARE TR is 27-7021273.
- Is EQUITY HEALTH CARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2024.
- Are donations to EQUITY HEALTH CARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EQUITY HEALTH CARE TR 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 EQUITY HEALTH CARE TR 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 EQUITY HEALTH CARE TR 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 EQUITY HEALTH CARE TR?
- The 990 for the year ended December 31, 2024 names DAVID ANDREWS.
- Who are the officers and directors of EQUITY HEALTH CARE TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does EQUITY HEALTH CARE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $6,823,486, expenses of $6,884,243 and total assets of $190,923 at year end.
Other nonprofits in CAREY
- INTERNATIONAL UNION UNITED AUTO AEROSPACE & AGRICULTURAL WORKERS EIN 23-7293529 · last filed 990 for 2025
- FRATERNAL ORDER OF EAGLES EIN 34-4237191 · last filed 990 for 2025
- AMERICAN LEGION EIN 34-4413262 · last filed 990 for 2025
- VETERANS OF FOREIGN WARS OF THE UNITED STATES DEPARTMENT OF OHIO EIN 34-6610161 · last filed 990 for 2024
- CAREY CONSERVATION SPORTSMANS ASSOCIATION CAREY OHIO EIN 34-1357339 · last filed 990 for 2024
- CAREY ATHLETIC BOOSTER ASSOCIATION INC EIN 23-7403785 · last filed 990 for 2025
- CAREY COMMUNITY FEST EIN 02-0572658 · last filed 990-EZ for 2024
- CAREY VOLUNTEER FIRE DEPARTMENT EIN 34-1750864 · last filed 990-EZ for 2026
All nonprofits in CAREY · Ohio · Mutual and membership benefit