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Nonprofit · EIN 74-1043576

TRANSPORT WORKERS MTA HEALTH AND WELFARE TR

Tax-exempt · HOUSTON, TX 77008

Financials

$57.9M$60.3M2023$63.9M$68.5M2024$71.9M$71.5M2025
Revenue Expenses · by fiscal year end
Financials of TRANSPORT WORKERS MTA HEALTH AND WELFARE TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$71,861,102$71,529,730$331,372$14,414,697$12,591,723$1,822,974
December 31, 2024990$63,862,457$68,549,934-$4,687,477$7,751,030$6,259,428$1,491,602
December 31, 2023990$57,940,831$60,293,994-$2,353,163$6,569,992$387,686$6,182,306
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$71,861,102
Program service revenue
$0
Investment income
$0
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$70,829,895
Other salaries and wages
$236,856
Salaries, compensation and benefits (total)
$291,453
Professional fundraising fees
$0
Accounting fees
$50,000
Occupancy
$63,660
Depreciation
$6,470
Program services (functional)
$70,830,924
Management and general (functional)
$698,806

Balance sheet and other

Total assets, start of year
$7,751,030
Total assets, end of year
$14,414,697
Total liabilities, end of year
$12,591,723
Net assets, end of year
$1,822,974
Land, buildings and equipment
$4,189
Net assets without donor restrictions
$1,822,974
Gross receipts
$71,861,102
Employees
3
Year formed
1989
State of legal domicile
TX

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.

NameTitleHours / weekCompensation
IFEOMA EZUMA-NGWUTRUSTEE
Trustee or director
–$0
GEORGE FOTINOSCHAIRMAN TRU
Trustee or director
–$0
HORACE MARVESTRUSTEE
Trustee or director
–$0
MALY OUTAMATRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2024: 4 people
NameTitleHours / weekCompensation
JAMES CARTERTRUSTEE
Trustee or director
–$0
JOSE CRUZCHAIRMAN TRU
Trustee or director
–$0
ROBERT GARRETTTRUSTEE
Trustee or director
–$0
HORACE MARVESTRUSTEE
Trustee or director
–$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
JAMES CARTERTRUSTEE
Trustee or director
–$0
JOSE CRUZCHAIRMAN TRU
Trustee or director
–$0
ROBERT GARRETTTRUSTEE
Trustee or director
–$0
HORACE MARVESTRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
2150 W 18TH ST STE 112, HOUSTON, TX 77008-1253
Principal officer (990 for 2025)
GEORGE FOTINOS, 1900 MAIN STREET, HOUSTON, TX 77002
Signed the 990
GEORGE FOTINOS, CHAIRMAN TRUSTEE
Phone
(713) 868-1995
Return prepared by
HRSS LLP

Mission

PROVIDE HEALTH INSURANCE BENEFITS TO ELIGIBLE EMPLOYEES OF THE METROPOLITAN TRANSIT AUTHORITY.

990 for the year ended December 31, 2025

Program accomplishments

  • COST OF INSURANCE BENEFITS FOR ENROLLED PARTICIPANTS OF THE TRUST
    Expenses $70,829,895
  • .
    Expenses $1,029

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
74-1043576
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1944
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,414,697
Income (IRS master file)
$71,861,102

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$71,861,102$71,529,730$14,414,697XML
990December 2024$63,862,457$68,549,934$7,751,030XML
990December 2023$57,940,831$60,293,994$6,569,992XML
990December 2022$54,093,741$55,291,893$8,952,905IRS
990December 2021–––IRS
990December 2020–––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 74-1043576).

Questions about TRANSPORT WORKERS MTA HEALTH AND WELFARE TR

What is the EIN of TRANSPORT WORKERS MTA HEALTH AND WELFARE TR?
The employer identification number (EIN) of TRANSPORT WORKERS MTA HEALTH AND WELFARE TR is 74-1043576.
Is TRANSPORT WORKERS MTA HEALTH AND WELFARE TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1944.
Are donations to TRANSPORT WORKERS MTA HEALTH AND WELFARE TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TRANSPORT WORKERS MTA HEALTH AND WELFARE 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 TRANSPORT WORKERS MTA HEALTH AND WELFARE TR 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 TRANSPORT WORKERS MTA HEALTH AND WELFARE TR 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 TRANSPORT WORKERS MTA HEALTH AND WELFARE TR?
The 990 for the year ended December 31, 2025 names GEORGE FOTINOS.
Who are the officers and directors of TRANSPORT WORKERS MTA HEALTH AND WELFARE TR?
The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does TRANSPORT WORKERS MTA HEALTH AND WELFARE TR have?
On its 990 for the year ended December 31, 2025 it reported revenue of $71,861,102, expenses of $71,529,730 and total assets of $14,414,697 at year end.

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