Nonprofit · EIN 52-6748287
ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST
Also known as HESS DONALD K TTEE
Tax-exempt · WASHINGTON, DC 20036
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $36,691 | $0 | $36,691 | $541,927 | $247,125 | $294,802 |
| December 31, 2023 | 990 | $10,935 | $0 | $10,935 | $471,462 | $228,640 | $242,822 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $36,691
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $471,462
- Total assets, end of year
- $541,927
- Total liabilities, end of year
- $247,125
- Net assets, end of year
- $294,802
- Publicly traded securities
- $541,927
- Net assets with donor restrictions
- $294,802
- Gross receipts
- $36,691
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1995
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM COHEN | TRUSTEE/PRESIDENT Trustee or director | 1 | $0 | $541,115 | $68,897 |
| MARK MACKEY | TRUSTEE/CHIEF FINANCIAL OF Trustee or director | 1 | $0 | $289,670 | $49,156 |
| MARK KONTOS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ADAM COHEN | TRUSTEE/PRESIDENT Trustee or director | 1 | $0 | $526,643 | $65,309 |
| MARK MACKEY | TRUSTEE/CHIEF FINANCIAL OFFICER Trustee or director | 1 | $0 | $238,443 | $30,456 |
| LUTHER LAU | TRUSTEE/CFO (UNTIL 5/23) Trustee or director | 1 | $0 | $175,404 | $25,494 |
| MARK KONTOS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1400 16TH ST NW STE 730, WASHINGTON, DC 20036-2230
- In care of
- % JEROME HUDIS
- Principal officer (990 for 2024)
- MARK MACKEY, 1400 16TH STREET NW 730, WASHINGTON, DC 200362252
- Signed the 990
- MARK MACKEY, TRUSTEE/CHIEF FINANCIAL OFFICER
- Phone
- (202) 462-1676
- Website
- WWW.AUI.EDU
- Return prepared by
- CBIZ ADVISORS LLC
Mission
THE PURPOSE OF THE TRUST IS TO PROVIDE A SOURCE OF FUNDS TO SATISFY THE OBLIGATION OF THE EMPLOYER (ASSOCIATED UNIVERSITIES, INC.) FOR THE PAYMENT OF RETIREE HEALTH BENEFITS PURSUANT TO THE TERMS OF THE PLAN FOR ELIGIBLE RETIREES AND THEIR COVERED DEPENDENTS ASSOCIATED WITH THE AUI CORPORATE OFFICE.
Program accomplishments
- ADMINISTRATION OF THE TRUST IN ACCORDANCE WITH THE TERMS OF THE PLAN.
What it must file and when
IRS records say it files Form 990-N (e-Postcard). Gross receipts normally $50,000 or less. 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
- 52-6748287
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization (509(a)(3))
- Donations deductible (Pub 78)
- Supporting organization of unknown type
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990-N (e-Postcard)
- Category (NTEE)
- Health care (E99Z)
- Assets (IRS master file)
- $541,927
- Income (IRS master file)
- $36,691
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $36,691 | $0 | $541,927 | XML |
| 990 | December 2023 | $10,935 | $0 | $471,462 | XML |
| 990 | December 2022 | $9,385 | $0 | $413,555 | 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 52-6748287).
Questions about ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST
- What is the EIN of ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST is 52-6748287.
- Is ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1997.
- Are donations to ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization of unknown type).
- Which annual return does ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST file?
- Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
- When is the next return of ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST 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 ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST 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 ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 names MARK MACKEY.
- Who are the officers and directors of ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 0 received compensation from the organization.
- How much revenue does ASSOCIATED UNIVERSITIES INC RETIREE HEALTH BENEFITS TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $36,691, expenses of $0 and total assets of $541,927 at year end.
Other nonprofits in WASHINGTON
- RISANT HEALTH INC EIN 92-3467590 · last filed 990 for 2024
- CHILDRENS HOSPITAL EIN 53-0196580 · last filed 990 for 2025
- MEDICAL FACULTY ASSOCIATES INC EIN 52-2220700 · last filed 990 for 2025
- HOWARD UNIVERSITY HOSPITAL CORP EIN 87-3454381 · last filed 990 for 2025
- CHILDRENS NATIONAL EIN 52-1640403 · last filed 990 for 2025
- UNITY HEALTH CARE INC EIN 52-1572431 · last filed 990 for 2024
- CHILDRENS HOSPITAL FOUNDATION EIN 52-1640402 · last filed 990 for 2025
- NATIONAL COMMITTEE FOR QUALITY ASSURANCE EIN 52-1191985 · last filed 990 for 2025
All nonprofits in WASHINGTON · District of Columbia · Health care