Nonprofit · EIN 34-6817365
ASSOCIATES HEALTH TRUST
Tax-exempt · SOLON, OH 44139
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $61,781,090 | $60,420,618 | $1,360,472 | $14,471,803 | $7,994,474 | $6,477,329 |
| December 31, 2023 | 990 | $58,619,869 | $57,228,543 | $1,391,326 | $14,768,121 | $9,651,264 | $5,116,857 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $61,754,661
- Investment income
- $26,429
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $56,491,439
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $14,768,121
- Total assets, end of year
- $14,471,803
- Total liabilities, end of year
- $7,994,474
- Net assets, end of year
- $6,477,329
- Net assets without donor restrictions
- $6,477,329
- Gross unrelated business income
- $26,429
- Gross receipts
- $61,781,090
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1983
- 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 |
|---|---|---|---|
| ALLEGIANT | TRUSTEE Institutional trustee | 1 | $21 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEGIANT | TRUSTEE Institutional trustee | 1 | $465 |
Address and contacts
- Address (IRS master file)
- 29500 SOLON RD, SOLON, OH 44139-3449
- In care of
- % CHRISTOPHER MIKLICH
- Principal officer (990 for 2024)
- I JAMES CAVOLI, 29500 SOLON ROAD, SOLON, OH 44139
- Signed the 990
- CHRISTOPHER MIKLICH, CFO
- Phone
- (440) 349-5836
- Return prepared by
- MALONEY NOVOTNY LLC
Mission
SEC.501 (C)(9) VEBA TRUST THAT PROVIDES HOSPITALIZATION & DENTAL TO APPROXIMATELY 3,844 EMPLOYEES OF THE SWAGELOK COMPANY.
Program accomplishments
- THE FOLLOWING BENEFITS ARE PROVIDED TO ALL ELIGIBLE PARTICIPANTSOF THE WELFARE BENEFIT PLAN: MAJOR MEDICAL/HOSPITALIZATION &DENTAL.Expenses $56,491,439
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
- 34-6817365
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,471,803
- Income (IRS master file)
- $61,781,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $61,781,090 | $60,420,618 | $14,471,803 | XML |
| 990 | December 2023 | $58,619,869 | $57,228,543 | $14,768,121 | XML |
| 990 | December 2022 | $61,442,192 | $58,311,175 | $10,802,796 | 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 34-6817365).
Questions about ASSOCIATES HEALTH TRUST
- What is the EIN of ASSOCIATES HEALTH TRUST?
- The employer identification number (EIN) of ASSOCIATES HEALTH TRUST is 34-6817365.
- Is ASSOCIATES HEALTH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to ASSOCIATES HEALTH TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ASSOCIATES HEALTH 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 ASSOCIATES HEALTH TRUST 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 ASSOCIATES HEALTH TRUST 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 ASSOCIATES HEALTH TRUST?
- The 990 for the year ended December 31, 2024 names I JAMES CAVOLI.
- Who are the officers and directors of ASSOCIATES HEALTH TRUST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $21 (ALLEGIANT, TRUSTEE).
- How much revenue does ASSOCIATES HEALTH TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $61,781,090, expenses of $60,420,618 and total assets of $14,471,803 at year end.
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