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Nonprofit · EIN 31-1209122

MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST

Also known as MIAMI VALLEY RTA

Tax-exempt · BROOKLYN, OH 44144

Financials

$94K$85K2023$50K$45K2024$119K$46K2025
Revenue Expenses · by fiscal year end
Financials of MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$119,398$46,000$73,398$1,708,745$0$1,708,745
December 31, 2024990$50,065$45,000$5,065$1,635,352$0$1,635,352
December 31, 2023990$93,511$84,500$9,011$1,628,810$0$1,628,810
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$67,842
Program service revenue
$0
Investment income
$51,556
Net gain from sales of assets
$521
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$45,000
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$1,000
Program services (functional)
$45,000
Management and general (functional)
$1,000

Balance sheet and other

Total assets, start of year
$1,635,352
Total assets, end of year
$1,708,745
Total liabilities, end of year
$0
Net assets, end of year
$1,708,745
Publicly traded securities
$1,708,745
Gross receipts
$493,877
Employees
0
Year formed
1986
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
1$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
1$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
KEYBANK NATRUSTEE
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
4900 TIEDEMAN ROAD OH-01-49-0381, BROOKLYN, OH 44144-2338
In care of
% KEY TRUST CO OF OHIO NA
Principal officer (990 for 2025)
KEYBANK NA TRUSTEE, 4900 TIEDEMAN RD, BROOKLYN, OH 44144
Signed the 990
KEYBANK BY JOSEPH VELKOS, VICE PRESIDENT
Phone
(216) 813-4556
Return prepared by
PWC US TAX LLP

Mission

DEATH BENEFITS ARE PAID TO THE FAMILIES OF THE RETIRED EMPLOYEES OF THE MIAMI VALLEY REGIONAL TRANSIT AUTHORITY.

990 for the year ended December 31, 2025

Program accomplishments

  • DEATH BENEFITS ARE PAID TO THE FAMILIES OF THE RETIRED EMPLOYEES OF THE MIAMI VALLEY REGIONAL TRANSIT AUTHORITY.
    Expenses $45,000 · grants $45,000

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
31-1209122
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1989
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$1,708,745
Income (IRS master file)
$493,877

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$119,398$46,000$1,708,745IRS
990December 2024$50,065$45,000$1,635,352IRS
990December 2023$93,511$84,500$1,628,810XML
990December 2022$169,398$72,550$1,621,371IRS
990December 2021–––IRS
990December 2020–––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 31-1209122).

Questions about MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST

What is the EIN of MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST?
The employer identification number (EIN) of MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST is 31-1209122.
Is MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
Are donations to MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN 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 MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN 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 MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN 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 MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST?
The 990 for the year ended December 31, 2025 names KEYBANK NA TRUSTEE.
Who are the officers and directors of MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MVRTA SELF-INSURED RETIRED EMPLOYEE DEATH BENEFIT PLAN TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $119,398, expenses of $46,000 and total assets of $1,708,745 at year end.

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