Nonprofit · EIN 36-6751615
DELTA FAMILY-CARE AND SURV TR
Tax-exempt · ATLANTA, GA 30354
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $207,733,305 | $203,266,061 | $4,467,244 | $21,615,223 | $9,804,497 | $11,810,726 |
| June 30, 2024 | 990 | $198,064,043 | $199,674,615 | -$1,610,572 | $20,746,961 | $13,403,986 | $7,342,975 |
| June 30, 2023 | 990 | $167,879,128 | $170,781,031 | -$2,901,903 | $19,541,645 | $10,588,118 | $8,953,527 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $207,159,968
- Investment income
- $573,337
- Net gain from sales of assets
- $7,813
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $190,612,593
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $52,765
Balance sheet and other
- Total assets, start of year
- $20,746,961
- Total assets, end of year
- $21,615,223
- Total liabilities, end of year
- $9,804,497
- Net assets, end of year
- $11,810,726
- Gross unrelated business income
- $573,337
- Gross receipts
- $460,764,409
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1982
- State of legal domicile
- GA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | TRUSTEE Institutional trustee | 1 | $633 |
| KELLEY ELLIOTT | CHAIR, ADMIN COMMITTEE; MEMBER, INVESTMENT COMMITTEE Trustee or director, Officer | 1 | $0 |
| KENNETH W MORGE | CHAIR, INVESTMENT COMMITTEE; MEMBER Trustee or director, Officer | 1 | $0 |
| ERIC PHILLIPS | MEMBER, INVESTMENT COMMITTEE (AS OF 2/25) Trustee or director | 1 | $0 |
| GARRETT CHASE | MEMBER, INVESTMENT COMMITTEE (THRU 9/24) Trustee or director | 1 | $0 |
| HEATHER TARDIF | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JANET BRUNK | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| LIZ STANTON | MEMBER, INVESTMENT COMMITTEE (AS OF 10/24) Trustee or director | 1 | $0 |
| MICHELLE HORN | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MINDY DAVIDSON | MEMBER, ADMIN COMMITTEE (THRU 2/25) Trustee or director | 1 | $0 |
| ROBERT HEILMANN | MEMBER, ADMIN COMMITTEE (AS OF 2/25) Trustee or director | 1 | $0 |
| WILLIAM C CARROLL | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JENNIFER SHAY | MEMBER, ADMIN SUBCOMMITTEE Officer | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | TRUSTEE Institutional trustee | 1 | $480 |
| GARRETT CHASE | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| HEARTHER TARDIF | MEMBER, INVESTMENT COMMITTEE (AS OF 01/2024) Trustee or director | 1 | $0 |
| HEATHER OSTIS | MEMBER, INVESTMENT COMMITTEE (THRU 01/2024) Trustee or director | 1 | $0 |
| JANET BRUNK | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| KELLEY ELLIOTT | CHAIR, ADMIN COMMITTEE; MEMBER Trustee or director | 1 | $0 |
| KENNETH W MORGE | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MICHELLE HORN | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MINDY DAVISON | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| SHAWN COLE | MEMBER, INVESTMENT COMMITTEE (THRU 02/2024) Trustee or director | 1 | $0 |
| WILLIAM C CARROLL | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JENNIFER SHAY | MEMBER, ADMIN SUBCOMMITTEE Officer | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP Morgan Chase | Trustee Institutional trustee | 1 | $405 |
| Greg S Tahvonen thru 012023 | Chair, Admin Comm; Member Trustee or director | 1 | $0 |
| Kelley Elliott as of 022023 | Chair, Admin Comm; Member Trustee or director | 1 | $0 |
| Janet Brunk | Member, Admin Committee Trustee or director | 1 | $0 |
| Mindy Davison | Member, Admin Committee Trustee or director | 1 | $0 |
| Kenneth W Morge | Member, Investment Committee Trustee or director | 1 | $0 |
| William C Carroll | Member, Investment Committee Trustee or director | 1 | $0 |
| Garrett Chase | Member, Investment Committee Trustee or director | 1 | $0 |
| Shawn Cole | Member, Investment Committee Trustee or director | 1 | $0 |
| Heather Ostis | Member, Investment Committee Trustee or director | 1 | $0 |
| Michelle Horn as of 102022 | Member, Investment Committee Trustee or director | 1 | $0 |
| Jennifer Shay | Member, Admin Subcommittee Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1030 DELTA BLVD, ATLANTA, GA 30354-1989
- In care of
- % DELTA AIR LINES INC CORP B
- Principal officer (990 for 2024)
- KELLEY ELLIOTT, 1030 DELTA BOULEVARD 959, ATLANTA, GA 30354
- Signed the 990
- KELLEY ELLIOTT, VP, HR SERVICES AND TOTAL REWARDS
- Phone
- (404) 715-2600
- Website
- WWW.DELTA.COM
- Return prepared by
- BDO USA
Mission
DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO DISABILITY, SURVIVORSHIP AND SEVERANCE.
Program accomplishments
- DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO DISABILITY, SURVIVORSHIP AND SEVERANCE.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-6751615
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $21,615,223
- Income (IRS master file)
- $460,764,409
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $207,733,305 | $203,266,061 | $21,615,223 | IRS |
| 990 | June 2024 | $198,064,043 | $199,674,615 | $20,746,961 | IRS |
| 990 | June 2023 | $167,879,128 | $170,781,031 | $19,541,645 | XML |
| 990 | June 2022 | $150,822,083 | $153,239,838 | $21,320,868 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 36-6751615).
Questions about DELTA FAMILY-CARE AND SURV TR
- What is the EIN of DELTA FAMILY-CARE AND SURV TR?
- The employer identification number (EIN) of DELTA FAMILY-CARE AND SURV TR is 36-6751615.
- Is DELTA FAMILY-CARE AND SURV TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to DELTA FAMILY-CARE AND SURV TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DELTA FAMILY-CARE AND SURV 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 DELTA FAMILY-CARE AND SURV TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DELTA FAMILY-CARE AND SURV TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of DELTA FAMILY-CARE AND SURV TR?
- The 990 for the year ended June 30, 2025 names KELLEY ELLIOTT.
- Who are the officers and directors of DELTA FAMILY-CARE AND SURV TR?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $633 (JP MORGAN CHASE, TRUSTEE).
- How much revenue does DELTA FAMILY-CARE AND SURV TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $207,733,305, expenses of $203,266,061 and total assets of $21,615,223 at year end.
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