Nonprofit · EIN 57-1194227
EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS
Tax-exempt · MIAMI, FL 33161
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,373,009 | $3,857,317 | -$484,308 | $1,726,716 | $286,578 | $1,440,138 |
| December 31, 2024 | 990 | $2,860,764 | $3,377,602 | -$516,838 | $2,354,005 | $430,345 | $1,923,660 |
| December 31, 2023 | 990 | $2,993,467 | $2,799,544 | $193,923 | $2,720,796 | $280,147 | $2,440,649 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,323,031
- Investment income
- $49,978
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $669,629
- Other salaries and wages
- $73,180
- Salaries, compensation and benefits (total)
- $827,637
- Professional fundraising fees
- $0
- Accounting fees
- $30,640
- Occupancy
- $19,693
- Travel
- $57,618
- Depreciation
- $1,829
- Program services (functional)
- $3,709,557
- Management and general (functional)
- $147,760
Balance sheet and other
- Total assets, start of year
- $2,354,005
- Total assets, end of year
- $1,726,716
- Total liabilities, end of year
- $286,578
- Net assets, end of year
- $1,440,138
- Land, buildings and equipment
- $2,348
- Net assets without donor restrictions
- $1,440,138
- Gross receipts
- $3,373,009
- Employees
- 3
- Volunteers
- 0
- Year formed
- 2003
- State of legal domicile
- IL
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIMOTHY E LANE | PRESIDENT & CEO Officer | 40 | $292,256 | $54,813 |
| ROGER MONTGOMERY | VP FOR FINANCE Officer | 40 | $270,141 | $48,674 |
| DAVID ANDERSON | CHAIR Trustee or director | 5 | $10,000 | $0 |
| PAUL FRONSTIN | TREASURER Trustee or director | 5 | $10,000 | $0 |
| ROBERT BURKE | TRUSTEE Trustee or director | 5 | $10,000 | $0 |
| RICHARD EKMAN | TRUSTEE Trustee or director | 5 | $10,000 | $0 |
| MICHAEL S NOETZEL | TRUSTEE Trustee or director | 5 | $10,000 | $0 |
| TAMARA M SIMON | TRUSTEE Trustee or director | 5 | $10,000 | $0 |
| MICHAEL SIGMUND | TRUSTEE Trustee or director | 5 | $10,000 | $0 |
| CARRIE ABILDGAARD | SECRETARY Trustee or director | 5 | $0 | $0 |
| CRISTLE COLLINS-JUDD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DANIEL T KONSTALID | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ROGER MONTGOMERY | VP FOR FINANCE Officer | 40 | $353,339 | $49,448 |
| TIMOTHY E LANE | PRESIDENT & CEO Officer | 40 | $262,256 | $48,207 |
| TAMARA M SIMON | TRUSTEE Trustee or director | 5 | $16,250 | $0 |
| DAVID ANDERSON | CHAIR Trustee or director | 5 | $10,000 | $0 |
| PAUL FRONSTIN | TREASURER Trustee or director | 5 | $10,000 | $0 |
| RICHARD EKMAN | TRUSTEE Trustee or director | 5 | $10,000 | $0 |
| MICHAEL S NOETZEL | TRUSTEE Trustee or director | 5 | $10,000 | $0 |
| CARRIE ABILDGAARD | SECRETARY Trustee or director | 5 | $0 | $0 |
| ROBERT BURKE | TRUSTEE Trustee or director | 5 | $0 | $0 |
| CRISTLE COLLINS-JUDD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DANIEL T KONSTALID | TRUSTEE Trustee or director | 5 | $0 | $0 |
| MICHAEL SIGMUND | TRUSTEE Trustee or director | 5 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TIMOTHY E LANE | PRESIDENT & CEO Officer | 40 | $359,600 | $27,134 |
| ROGER L MONTGOMERY | VP FOR FINANCE Officer | 40 | $279,922 | $46,948 |
| DAVID ANDERSON | CHAIR Trustee or director | 5 | $6,250 | $0 |
| PAUL FRONSTIN | TREASURER Trustee or director | 5 | $6,250 | $0 |
| RICHARD EKMAN | TRUSTEE Trustee or director | 5 | $6,250 | $0 |
| MICHAEL S NOETZEL | TRUSTEE Trustee or director | 5 | $6,250 | $0 |
| ROBERT BURKE | TRUSTEE Trustee or director | 5 | $5,000 | $0 |
| CARRIE ABILDGAARD | SECRETARY Trustee or director | 5 | $0 | $0 |
| CRISTLE COLLINS-JUDD | TRUSTEE Trustee or director | 5 | $0 | $0 |
| DANIEL T KONSTALID | TRUSTEE Trustee or director | 5 | $0 | $0 |
| TAMARA M SIMON | TRUSTEE Trustee or director | 5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 10800 BISCAYNE BLVD STE 740, MIAMI, FL 33161-7494
- In care of
- % ROGER L MONTGOMERY
- Mailing address (990-N for 2009)
- 103 Executive Drive, New Windsor NY 12554
- Principal officer (990 for 2025)
- TIMOTHY E LANE, 10800 BISCAYNE BOULEVARD, MIAMI, FL 33161
- Principal officer (990-N for 2009)
- Roger Montgomery, 103 Executive Drive, New Windsor NY 12554
- Signed the 990
- TIMOTHY E LANE, PRESIDENT AND CEO
- Phone
- (845) 245-6603
- Website
- www.emeritihealth.org
- Return prepared by
- PRAGER METIS CPAS LLC
Mission
EMERITI IS A NON-PROFIT CONSORTIUM THAT WORKS WITH PUBLIC AND PRIVATE NON-PROFIT INSTITUTIONS TO PROVIDE HEALTHCARE SECURITY IN RETIREMENT. EMERITI OFFERS CUSTOMIZED PLAN DESIGNS FOR MEMBER INSTITUTIONS TO PROVIDE THEIR EMPLOYEES WITH SUSTAINABLE PROGRAMS FOR RETIREE HEALTH BENEFITS.CONSORTIUM MEMBERS INCLUDE ACADEMIC, CULTURAL, PUBLIC SECTOR, RESEARCH, PHILANTHROPIC, SCIENTIFIC, MEDICAL, AND EDUCATIONAL INSTITUTIONS.
Program accomplishments
- ASSIST EDUCATION INSTITUTIONS SECURE TIMELY RETIREMENT OF THEIR FACULTIES AND STAFF BY PROVIDING A TAX-ADVANTAGED METHOD OF PROVIDING FOR RETIREE HEALTH BENEFITS.Expenses $3,709,557 · revenue $3,323,031
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 | 990 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
- 57-1194227
- 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
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B02)
- Assets (IRS master file)
- $1,726,716
- Income (IRS master file)
- $3,373,009
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,373,009 | $3,857,317 | $1,726,716 | XML |
| 990 | December 2024 | $2,860,764 | $3,377,602 | $2,354,005 | XML |
| 990 | December 2023 | $2,993,467 | $2,799,544 | $2,720,796 | XML |
| 990 | December 2022 | $2,751,255 | $2,554,936 | $2,489,116 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | IRS |
| 990-N for 2009 Officer: Roger Montgomery | December 31, 2009 | ≤ $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 57-1194227).
Questions about EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS
- What is the EIN of EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS?
- The employer identification number (EIN) of EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS is 57-1194227.
- Is EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2005.
- Are donations to EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS 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 EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS 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 EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS?
- The 990 for the year ended December 31, 2025 names TIMOTHY E LANE.
- Who are the officers and directors of EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS?
- The 990 for the year ended December 31, 2025 lists 12 people; 9 received compensation from the organization, the highest $292,256 (TIMOTHY E LANE, PRESIDENT & CEO).
- How much revenue does EMERITI CONSORTIUM FOR RETIREMENT HEALTH SOLUTIONS have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,373,009, expenses of $3,857,317 and total assets of $1,726,716 at year end.
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