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Nonprofit · EIN 52-6737391

NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I

Tax-exempt · ARLINGTON, VA 22203

Financials

$5.5M$53K2023$5.1M$56K2024
Revenue Expenses · by fiscal year end
Financials of NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,090,525$56,270$5,034,255$147,504,139$740$147,503,399
December 31, 2023990$5,519,872$53,378$5,466,494$131,564,786$1,455$131,563,331
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$647,127
Investment income
$4,442,198
Net gain from sales of assets
$38,601
Other revenue
$1,200

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$1,155
Accounting fees
$12,793

Balance sheet and other

Total assets, start of year
$131,564,786
Total assets, end of year
$147,504,139
Total liabilities, end of year
$740
Net assets, end of year
$147,503,399
Publicly traded securities
$117,969,903
Gross receipts
$5,109,255
Employees
0
Volunteers
8
Year formed
1993
State of legal domicile
DC

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
Shirley BloomfieldChief Executive Officer
Officer
1$0$1,086,070$101,060
Mano KoilpillaiNTCA Chief Financial Officer
Officer
1$0$278,226$108,988
Dustin DurdenVice Chair
Trustee or director, Officer
1$0$0$0
Jimmy ToddChair
Trustee or director, Officer
1$0$0$0
Candace WrightTrustee
Trustee or director
1$0$0$0
Crystal MorleyTrustee
Trustee or director
1$0$0$0
Holly UtkeTrustee
Trustee or director
1$0$0$0
Karen FurmanTrustee
Trustee or director
1$0$0$0
Kevin BeyerTrustee
Trustee or director
1$0$0$0
Thomas E PrestonTrustee
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
Shirley BloomfieldChief Executive Officer
Officer
1$0$1,039,580$283,628
Mano KoilpillaiNTCA Chief Financial Officer
Officer
1$0$261,896$106,472
Jimmy ToddVice Chair
Trustee or director, Officer
1$0$0$0
Thomas E PrestonChair
Trustee or director, Officer
1$0$0$0
Candace WrightTrustee
Trustee or director
1$0$0$0
Crystal MorleyTrustee
Trustee or director
1$0$0$0
Dustin DurdenTrustee
Trustee or director
1$0$0$0
Holly UtkeTrustee
Trustee or director
1$0$0$0
Jennifer L PratherTrustee
Trustee or director
1$0$0$0
Kevin BeyerTrustee
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
4121 WILSON BOULEVARD, ARLINGTON, VA 22203-4415
In care of
% NATL TELECOMMUN COOP ASSOC
Principal officer (990 for 2024)
Shirley Bloomfield, 4121 Wilson Boulevard, Arlington, VA 22203
Signed the 990
Mano Koilpillai, CFO
Phone
(703) 351-2000
Return prepared by
Forvis Mazars LLP

Mission

To provide NTCA member companies domiciled in North Carolina, South Carolina, and Tennessee with a funding vehicle to help meet their liabilities for sickness, accident and other welfare benefits for eligible current and former employees upon retirement.

990 for the year ended December 31, 2024

Program accomplishments

  • Provided certain NTCA member systems domiciled in the states of North Carolina, South Carolina and Tennessee with a funding vehicle to help meet their liabilities for sickness, accident, and other welfare benefits provided for eligible current and former employees upon retirement.

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

IRS record

EIN
52-6737391
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1995
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$147,504,139
Income (IRS master file)
$5,109,255

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,090,525$56,270$147,504,139XML
990December 2023$5,519,872$53,378$131,564,786XML
990December 2022$5,174,450$4,694,837$113,913,781IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 52-6737391).

Questions about NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I

What is the EIN of NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I?
The employer identification number (EIN) of NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I is 52-6737391.
Is NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
Are donations to NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I 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 NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I 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 NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I 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 NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I?
The 990 for the year ended December 31, 2024 names Shirley Bloomfield.
Who are the officers and directors of NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I?
The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
How much revenue does NATIONAL TELECOMMUNICATIONS COOP ASSOC RGNL RETRE MED FNDNG TRUST I have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,090,525, expenses of $56,270 and total assets of $147,504,139 at year end.

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