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Nonprofit · EIN 35-7086833

MULTIFAMILY INS TR

Also known as SAM ROTTER TTEE

Tax-exempt · SUFFERN, NY 10901

Financials

$8.8M$8.8M2023$10.2M$9.3M2024
Revenue Expenses · by fiscal year end
Financials of MULTIFAMILY INS TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$10,187,900$9,294,547$893,353$3,057,485$1,195,669$1,861,816
May 31, 2024990 (amended)$8,792,733$8,827,241-$34,508$1,338,481$380,146$958,335
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$10,141,902
Investment income
$45,998
Net gain from sales of assets
$45,616
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,065,778
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$48,685

Balance sheet and other

Total assets, start of year
$1,338,481
Total assets, end of year
$3,057,485
Total liabilities, end of year
$1,195,669
Net assets, end of year
$1,861,816
Publicly traded securities
$673,981
Gross unrelated business income
$45,616
Gross receipts
$13,235,561
Employees
0
Volunteers
0
Year formed
2017
State of legal domicile
NY

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
JEFFREY GOLDSTEINTRUSTEE
Trustee or director
2$0
990 for the year ended May 31, 2024: 1 people
NameTitleHours / weekCompensation
Jeffrey GoldsteinTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
4 EXECUTIVE BLVD, SUFFERN, NY 10901-4173
In care of
% JOHN BRYAN
Principal officer (990 for 2024)
John Bryan, 4 EXECUTIVE BLVD, SUFFERN, NY 10901
Signed the 990
John Bryan, CFO
Phone
(845) 368-2400
Return prepared by
BDO USA

Mission

THIS VOLUNTARY EMPLOYEE BENEFIT ASSOCIATION PROVIDES FOR THE PAYMENT OF CERTAIN HEALTH AND MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES, SURVIVING SPOUSES, DEPENDENTS AND BENEFICIARIES.

990 for the year ended May 31, 2025

Program accomplishments

  • PROVIDES FOR THE PAYMENT OF CERTAIN HEALTH AND MEDICAL BENEFITS TO ELIGIBLE EMPLOYEES, SURVIVING SPOUSES, DEPENDENTS AND BENEFICIARIES.

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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
35-7086833
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2017
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,057,485
Income (IRS master file)
$13,235,561

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025–––IRS
990May 2024–––IRS
990May 2023$8,734,887$7,959,826$1,192,492IRS
990May 2022$8,049,430$7,971,533$791,846IRS
990May 2021–––IRS
990May 2020–––IRS
990May 2019–––IRS

990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.

Questions about MULTIFAMILY INS TR

What is the EIN of MULTIFAMILY INS TR?
The employer identification number (EIN) of MULTIFAMILY INS TR is 35-7086833.
Is MULTIFAMILY INS TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2017.
Are donations to MULTIFAMILY INS TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MULTIFAMILY INS 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 MULTIFAMILY INS TR due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did MULTIFAMILY INS TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of MULTIFAMILY INS TR?
The 990 for the year ended May 31, 2025 names John Bryan.
Who are the officers and directors of MULTIFAMILY INS TR?
The 990 for the year ended May 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does MULTIFAMILY INS TR have?
On its 990 for the year ended May 31, 2025 it reported revenue of $10,187,900, expenses of $9,294,547 and total assets of $3,057,485 at year end.

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