Nonprofit · EIN 46-6767875
INDEPENDENT CARE GROUP PLUS TR
Also known as JULIUS KLEIN TTEE
Tax-exempt · JERSEY CITY, NJ 07304
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $4,238,094 | $7,810,737 | -$3,572,643 | $2,419,147 | $4,801,044 | -$2,381,897 |
| May 31, 2024 | 990 | $5,812,495 | $6,376,943 | -$564,448 | $4,797,428 | $3,606,682 | $1,190,746 |
| May 31, 2023 | 990 | $5,870,311 | $8,802,583 | -$2,932,272 | $5,619,664 | $3,864,470 | $1,755,194 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,238,094
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,464,445
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $21,661
- Accounting fees
- $19,500
Balance sheet and other
- Total assets, start of year
- $4,797,428
- Total assets, end of year
- $2,419,147
- Total liabilities, end of year
- $4,801,044
- Net assets, end of year
- -$2,381,897
- Gross receipts
- $4,238,094
- Employees
- 0
- Year formed
- 2014
- State of legal domicile
- NJ
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joe Rubinstein | Trustee Trustee or director | 5 | $0 |
| Beth Langsam | Secretary Trustee or director | 1 | $0 |
990 for the year ended May 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joe Rubinstein | Trustee Trustee or director | 5 | $0 |
| Beth Langsam | Secretary Trustee or director | 1 | $0 |
990 for the year ended May 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Joseph Rubinstein | Trustee Trustee or director | 5 | $0 |
| Beth Langsam | Secretary Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2535 JOHN F KENNEDY BLVD, JERSEY CITY, NJ 07304-2011
- In care of
- % JULIUS KLEIN
- Signed the 990
- Joe Rubinstein, Trustee
- Phone
- (201) 795-5500
- Return prepared by
- Fasten Halberstam LLP
Mission
PROVIDING AND MAINTAINING HEALTH BENEFITS OR OTHER BENEFITS AS MAY BE DETERMINED BY THE TRUSTEES, FOR THE BENEFITS OF PARTICIPANTS AND BENEFICIARIES
Program accomplishments
- PROVIDING AND MAINTAINING HEALTH BENEFITS OR OTHER BENEFITS AS MAY BE DETERMINED BY THE TRUStEES, FOR THE BENEFITS OF PARTICIPANTS AND BENEFICIARIESExpenses $7,810,737 · revenue $4,238,094
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 46-6767875
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,419,147
- Income (IRS master file)
- $4,238,094
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $4,238,094 | $7,810,737 | $2,419,147 | XML |
| 990 | May 2024 | $5,812,495 | $6,376,943 | $4,797,428 | XML |
| 990 | May 2023 | $5,870,311 | $8,802,583 | $5,619,664 | XML |
| 990 | May 2022 | $7,475,590 | $6,117,385 | $7,101,000 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 46-6767875).
Questions about INDEPENDENT CARE GROUP PLUS TR
- What is the EIN of INDEPENDENT CARE GROUP PLUS TR?
- The employer identification number (EIN) of INDEPENDENT CARE GROUP PLUS TR is 46-6767875.
- Is INDEPENDENT CARE GROUP PLUS TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2015.
- Are donations to INDEPENDENT CARE GROUP PLUS TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDEPENDENT CARE GROUP PLUS 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 INDEPENDENT CARE GROUP PLUS 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 INDEPENDENT CARE GROUP PLUS TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who are the officers and directors of INDEPENDENT CARE GROUP PLUS TR?
- The 990 for the year ended May 31, 2025 lists 2 people; 0 received compensation from the organization.
- How much revenue does INDEPENDENT CARE GROUP PLUS TR have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $4,238,094, expenses of $7,810,737 and total assets of $2,419,147 at year end.
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