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Nonprofit · EIN 56-2438764

HEALTH EQUITY INC

Tax-exempt (reinstated) · CHARLOTTE, NC 28215

Address and contacts

Address (IRS master file)
6712 BARRINGTON DR, CHARLOTTE, NC 28215-3404
In care of
% BERTHA ALLEN
Mailing address (990-N for 2025)
6712 Barrington Drive, Charlotte NC 28215
Principal officer (990-N for 2025)
BERTHA ALLEN, 6712 Barrington Drive, CHARLOTTE NC 28215

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990-N on file
2024December 31, 2024May 15, 2025990-N on file
2023December 31, 2023May 15, 2024990-N on file

File the 2026 990-N for HEALTH EQUITY INC

Due May 17, 2027 · e-filed with the IRS by 990.tax, an IRS-authorized e-file provider

IRS record

EIN
56-2438764
Tax-exempt status
501(c)(3): Charitable, religious, educational or scientific organization
Foundation status
Publicly supported organization (170(b)(1)(A)(vi))
Donations deductible (Pub 78)
Public charity, 50% deduction limit
Exempt since
2012
Accounting year ends
December
Files
Form 990-N (e-Postcard)
Category (NTEE)
Medical research (H81)

Revocation and reinstatement

Exemption revoked
November 15, 2010
Posted by the IRS
July 13, 2011
Reinstated
Effective April 15, 2012

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990-N for 2025
Officer: BERTHA ALLEN
December 31, 2025≤ $50,000 receipts––e-Postcard
990-N for 2024
Officer: BERTHA L ALLEN
December 31, 2024≤ $50,000 receipts––e-Postcard
990-N for 2023
Officer: Bertha Allen
December 31, 2023≤ $50,000 receipts––e-Postcard
990-N for 2022
Officer: Bertha Allen
December 31, 2022≤ $50,000 receipts––e-Postcard
990-N for 2020
Officer: Bertha Allen
December 31, 2020≤ $50,000 receipts––e-Postcard
990-N for 2019
Officer: Bertha Allen
December 31, 2019≤ $50,000 receipts––e-Postcard

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 56-2438764).

Questions about HEALTH EQUITY INC

What is the EIN of HEALTH EQUITY INC?
The employer identification number (EIN) of HEALTH EQUITY INC is 56-2438764.
Is HEALTH EQUITY INC tax-exempt?
Yes. The IRS revoked its exemption on November 15, 2010 and reinstated it effective April 15, 2012.
Are donations to HEALTH EQUITY INC tax-deductible?
Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
Which annual return does HEALTH EQUITY INC file?
Form 990-N (e-Postcard). Gross receipts normally $50,000 or less.
When is the next return of HEALTH EQUITY INC due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did HEALTH EQUITY INC last file with the IRS?
The latest return in the IRS public files is the 990-N for 2025 for the year ended December 31, 2025.
Who is the principal officer of HEALTH EQUITY INC?
The 990-N for 2025 names BERTHA ALLEN.

Other nonprofits in CHARLOTTE

All nonprofits in CHARLOTTE · North Carolina · Medical research