Nonprofit · EIN 42-1572846
VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN
Tax-exempt · RICHMOND HTS, OH 44143
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,324,184 | $1,016,162 | $1,308,022 | $33,613,515 | $14,496 | $33,599,019 |
| December 31, 2023 | 990 | $2,239,698 | $910,307 | $1,329,391 | $30,663,949 | $8,823 | $30,655,126 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,377,217
- Investment income
- $946,967
- Net gain from sales of assets
- $154,795
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $688,102
- Compensation of officers, directors and key employees
- $17,000
- Salaries, compensation and benefits (total)
- $17,000
- Professional fundraising fees
- $0
- Accounting fees
- $36,500
Balance sheet and other
- Total assets, start of year
- $30,663,949
- Total assets, end of year
- $33,613,515
- Total liabilities, end of year
- $14,496
- Net assets, end of year
- $33,599,019
- Publicly traded securities
- $32,512,647
- Gross receipts
- $12,609,849
- Employees
- 0
- Volunteers
- 8
- Year formed
- 2002
- State of legal domicile
- MI
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 |
|---|---|---|---|
| RICHARD LICHTENSTEIN PHD | TRUSTEE Trustee or director | 4 | $17,000 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD LICHTENSTEIN PHD | TRUSTEE Trustee or director | 4 | $17,000 |
Address and contacts
- Address (IRS master file)
- 26301 CURTISS WRIGHT PKWY STE 105, RICHMOND HTS, OH 44143-4419
- In care of
- % RICHARD LICHTENSTEIN
- Principal officer (990 for 2024)
- RICHARD LICHTENSTEIN, 26301 CURTISS-WRIGHT PARKWAY 105, RICHMOND HEIGHTS, OH 44143
- Signed the 990
- RICHARD LICHTENSTEIN, TRUSTEE
- Phone
- (261) 261-8414
- Return prepared by
- CIUNI & PANICHI INC
Mission
THE MEDICAL PLAN WAS FORMED TO PROVIDE FUNDING FOR SUPPLEMENTAL RETIREE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS UNDER THE COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- TO PROVIDE HEALTH BENEFITS TO RETIREES.Expenses $1,016,162
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
- 42-1572846
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $33,613,515
- Income (IRS master file)
- $12,609,849
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,324,184 | $1,016,162 | $33,613,515 | IRS |
| 990 | December 2023 | $2,239,698 | $910,307 | $30,663,949 | XML |
| 990 | December 2022 | $992,302 | $932,807 | $26,060,595 | 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 42-1572846).
Questions about VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN
- What is the EIN of VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN?
- The employer identification number (EIN) of VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN is 42-1572846.
- Is VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN 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 VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN 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 VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN 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 VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 names RICHARD LICHTENSTEIN.
- Who are the officers and directors of VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $17,000 (RICHARD LICHTENSTEIN PHD, TRUSTEE).
- How much revenue does VOLUNTARY LOCAL 4911 RETIREE MEDICAL PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,324,184, expenses of $1,016,162 and total assets of $33,613,515 at year end.
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