Skip to main content
IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 36-6791917

DELTA PILOTS MEDICAL TRUST

Tax-exempt · ATLANTA, GA 30354

Financials

$57.5M$55.7M2022$70.8M$77.4M2023$110.7M$111.3M2024
Revenue Expenses · by fiscal year end
Financials of DELTA PILOTS MEDICAL TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$110,747,466$111,346,477-$599,011$11,178,288$3,174,703$8,003,585
June 30, 2024990$70,848,420$77,441,123-$6,592,703$11,011,396$12,212,727-$1,201,331
June 30, 2023990$57,497,640$55,687,458$1,810,182$10,395,944$295,110$10,100,834
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$110,480,778
Investment income
$266,688
Net gain from sales of assets
$458
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$104,610,080
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$119,339

Balance sheet and other

Total assets, start of year
$11,011,396
Total assets, end of year
$11,178,288
Total liabilities, end of year
$3,174,703
Net assets, end of year
$8,003,585
Gross receipts
$222,141,882
Employees
0
Volunteers
0
Year formed
1984
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.

NameTitleHours / weekCompensation
JP MORGAN CHASETRUSTEE
Institutional trustee
1$10,000
KELLEY ELLIOTTCHAIR, ADMIN COMMITTEE; MEMBER, INVESTMENT COMMITTEE
Trustee or director, Officer
1$0
KENNETH W MORGECHAIR, INVESTMENT COMMITTEE; MEMBER
Trustee or director, Officer
1$0
ERIC PHILLIPSMEMBER, INVESTMENT COMMITTEE (AS OF 2/25)
Trustee or director
1$0
GARRETT CHASEMEMBER, INVESTMENT COMMITTEE (THRU 9/24)
Trustee or director
1$0
HEATHER TARDIFMEMBER, INVESTMENT COMMITTEE
Trustee or director
1$0
JANET BRUNKMEMBER, ADMIN COMMITTEE
Trustee or director
1$0
LIZ STANTONMEMBER, INVESTMENT COMMITTEE (AS OF 10/24)
Trustee or director
1$0
MICHELLE HORNMEMBER, INVESTMENT COMMITTEE
Trustee or director
1$0
MINDY DAVIDSONMEMBER, ADMIN COMMITTEE (THRU 2/25)
Trustee or director
1$0
ROBERT HEILMANNMEMBER, ADMIN COMMITTEE (AS OF 2/25)
Trustee or director
1$0
WILLIAM C CARROLLMEMBER, INVESTMENT COMMITTEE
Trustee or director
1$0
JENNIFER SHAYMEMBER, ADMIN SUBCOMMITTEE
Officer
1$0
990 for the year ended June 30, 2024: 12 people
NameTitleHours / weekCompensation
JP MORGAN CHASETRUSTEE
Institutional trustee
1$8,000
GARRETT CHASEMEMBER, INVESTMENT COMMITTEE
Trustee or director
1$0
HEARTHER TARDIFMEMBER, INVESTMENT COMMITTEE (AS OF 01/2024)
Trustee or director
1$0
HEATHER OSTISMEMBER, INVESTMENT COMMITTEE (THRU 01/2024)
Trustee or director
1$0
JANET BRUNKMEMBER, ADMIN COMMITTEE
Trustee or director
1$0
KELLEY ELLIOTTCHAIR, ADMIN COMMITTEE; MEMBER
Trustee or director
1$0
KENNETH W MORGEMEMBER, INVESTMENT COMMITTEE
Trustee or director
1$0
MICHELLE HORNMEMBER, INVESTMENT COMMITTEE
Trustee or director
1$0
MINDY DAVISONMEMBER, ADMIN COMMITTEE
Trustee or director
1$0
SHAWN COLEMEMBER, INVESTMENT COMMITTEE (THRU 02/2024)
Trustee or director
1$0
WILLIAM C CARROLLMEMBER, INVESTMENT COMMITTEE
Trustee or director
1$0
JENNIFER SHAYMEMBER, ADMIN COMMITTEE
Officer
1$0
990 for the year ended June 30, 2023: 12 people
NameTitleHours / weekCompensation
JP Morgan ChaseTrustee
Institutional trustee
1$6,000
Greg S Tahvonen thru 012023Chair, Admin Comm; Member
Trustee or director
1$0
Kelley Elliott as of 022023Chair, Admin Comm; Member
Trustee or director
1$0
Janet BrunkMember, Admin Committee
Trustee or director
1$0
Mindy DavisonMember, Admin Committee
Trustee or director
1$0
Kenneth W MorgeMember, Investment Committee
Trustee or director
1$0
William C CarrollMember, Investment Committee
Trustee or director
1$0
Garrett ChaseMember, Investment Committee
Trustee or director
1$0
Shawn ColeMember, Investment Committee
Trustee or director
1$0
Heather OstisMember, Investment Committee
Trustee or director
1$0
Michelle Horn as of 102022Member, Investment Committee
Trustee or director
1$0
Jennifer ShayMember, Admin Subcommittee
Officer
1$0

Address and contacts

Address (IRS master file)
1030 DELTA BOULEVARD 959, 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
Return prepared by
BDO USA

Mission

DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.

990 for the year ended June 30, 2025

Program accomplishments

  • DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
36-6791917
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)
$11,178,288
Income (IRS master file)
$222,141,882

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$110,747,466$111,346,477$11,178,288IRS
990June 2024$70,848,420$77,441,123$11,011,396IRS
990June 2023$57,497,640$55,687,458$10,395,944XML
990June 2022$56,022,531$59,364,981$8,505,920IRS
990June 2021–––IRS
990June 2020–––IRS
990June 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 36-6791917).

Questions about DELTA PILOTS MEDICAL TRUST

What is the EIN of DELTA PILOTS MEDICAL TRUST?
The employer identification number (EIN) of DELTA PILOTS MEDICAL TRUST is 36-6791917.
Is DELTA PILOTS MEDICAL TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
Are donations to DELTA PILOTS MEDICAL TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does DELTA PILOTS MEDICAL 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 DELTA PILOTS MEDICAL TRUST 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 PILOTS MEDICAL TRUST 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 PILOTS MEDICAL TRUST?
The 990 for the year ended June 30, 2025 names KELLEY ELLIOTT.
Who are the officers and directors of DELTA PILOTS MEDICAL TRUST?
The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $10,000 (JP MORGAN CHASE, TRUSTEE).
How much revenue does DELTA PILOTS MEDICAL TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $110,747,466, expenses of $111,346,477 and total assets of $11,178,288 at year end.

Other nonprofits in ATLANTA

All nonprofits in ATLANTA · Georgia