Nonprofit · EIN 75-3198514
NECA IBEW FAMILY MEDICAL CARE TR FUND
Also known as WALTERS JON TTEE
Tax-exempt · ROCKVILLE, MD 20850
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $850,166,160 | $765,063,658 | $85,102,502 | $1,248,736,397 | $20,882,030 | $1,227,854,367 |
| December 31, 2024 | 990 | $771,043,853 | $704,476,157 | $66,567,696 | $1,068,445,955 | $21,703,442 | $1,046,742,513 |
| December 31, 2023 | 990 | $712,920,157 | $625,863,582 | $87,056,575 | $962,514,057 | $27,251,240 | $935,262,817 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $826,492,056
- Investment income
- $23,593,997
- Net gain from sales of assets
- $270,633
- Other revenue
- $80,107
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $745,717,855
- Other salaries and wages
- $4,187,979
- Salaries, compensation and benefits (total)
- $6,257,955
- Professional fundraising fees
- $0
- Legal fees
- $518,902
- Accounting fees
- $313,222
- Occupancy
- $278,013
- Travel
- $214,269
- Depreciation
- $114,475
Balance sheet and other
- Total assets, start of year
- $1,068,445,955
- Total assets, end of year
- $1,248,736,397
- Total liabilities, end of year
- $20,882,030
- Net assets, end of year
- $1,227,854,367
- Land, buildings and equipment
- $1,029,840
- Publicly traded securities
- $775,110,956
- Gross receipts
- $914,654,640
- Employees
- 74
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- GA
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 |
|---|---|---|---|---|
| TRACY GOLDEN | MANAGING DIRECTOR Highest-paid employee | 40 | $273,844 | $51,209 |
| RYAN STOREY | DIRECTOR OF PHARMACY SOLUTIONS Highest-paid employee | 40 | $227,780 | $50,065 |
| AMY DULL | DIRECTOR OF CLINICAL EXCELLENCE & PARTICIPANT ADVO Highest-paid employee | 40 | $189,154 | $48,132 |
| KRISTIN BOGENREIF | DIRECTOR OF GROWTH AND DEVELOPMENT Highest-paid employee | 40 | $188,531 | $16,944 |
| LYNDSEE COOPER | DIRECTOR OF MENTAL HEALTH AWARENESS & ADVOCACY Highest-paid employee | 40 | $157,854 | $47,279 |
| KENNETH W COOPER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAUL A NOBLE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID LONG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| EDWARD ALLEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| JONATHAN MANDL | TRUSTEE (EFF 6/2025) Trustee or director | 3 | $0 | $0 |
| CURT SIMS | TRUSTEE (EFF 6/2025) Trustee or director | 3 | $0 | $0 |
| GREGORY BOWMAN | TRUSTEE (TO 6/2025) Trustee or director | 3 | $0 | $0 |
| RYAN COURTNEY | TRUSTEE (TO 6/2025) Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY GOLDEN | MANAGING DIRECTOR Highest-paid employee | 40 | $252,903 | $39,730 |
| RYAN STOREY | DIRECTOR OF PHARMACY SOLUTIONS Highest-paid employee | 40 | $217,515 | $38,251 |
| AMY DULL | DIRECTOR OF CLINICAL EXCEL Highest-paid employee | 40 | $161,081 | $36,058 |
| MATTHEW STEWART | DIRECTOR OF FINANCIAL SERVICES Highest-paid employee | 40 | $102,480 | $16,900 |
| KENNETH W COOPER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| ED ALLEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID LONG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| GREGORY BOWMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAUL A NOBLE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| RYAN COURTNEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| TRACY GOLDEN | MANAGING DIRECTOR Highest-paid employee | 40 | $240,238 | $35,425 |
| AMY DULL | DIRECTOR OF CLINICAL EXCELLENCE Highest-paid employee | 40 | $146,814 | $34,552 |
| KENNETH W COOPER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAUL J SHAFFER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID LONG | TRUSTEE (AS OF 4/23) Trustee or director | 3 | $0 | $0 |
| GREGORY BOWMAN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAUL A NOBLE | TRUSTEE Trustee or director | 3 | $0 | $0 |
| KEVIN TIGHE | TRUSTEE (THRU 4/23) Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2400 RESEARCH BLVD STE 500, ROCKVILLE, MD 20850-3266
- In care of
- % JOE WALTERS
- Principal officer (990 for 2025)
- PAUL A NOBLE, 2400 RESEARCH BOULEVARD 500, ROCKVILLE, MD 208503266
- Signed the 990
- PAUL A NOBLE, TRUSTEE
- Phone
- (301) 556-4300
- Website
- WWW.NIFMCP.COM
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS.
Program accomplishments
- TO PROVIDE MEDICAL, LIFE, TEMPORARY DISABILITY, ACCIDENTAL DEATH AND DISMEMBERMENT, PRESCRIPTION DRUG, DENTAL AND VISION BENEFITS TO ELIGIBLE PARTICIPANTS, DEPENDENTS AND BENEFICIARIES.
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
- 75-3198514
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2006
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,248,736,397
- Income (IRS master file)
- $914,654,640
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $850,166,160 | $765,063,658 | $1,248,736,397 | IRS |
| 990 | December 2024 | $771,043,853 | $704,476,157 | $1,068,445,955 | IRS |
| 990 | December 2023 | $712,920,157 | $625,863,582 | $962,514,057 | XML |
| 990 | December 2022 | $648,727,699 | $537,999,350 | $814,061,066 | 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 75-3198514).
Questions about NECA IBEW FAMILY MEDICAL CARE TR FUND
- What is the EIN of NECA IBEW FAMILY MEDICAL CARE TR FUND?
- The employer identification number (EIN) of NECA IBEW FAMILY MEDICAL CARE TR FUND is 75-3198514.
- Is NECA IBEW FAMILY MEDICAL CARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
- Are donations to NECA IBEW FAMILY MEDICAL CARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NECA IBEW FAMILY MEDICAL CARE TR FUND 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 NECA IBEW FAMILY MEDICAL CARE TR FUND 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 NECA IBEW FAMILY MEDICAL CARE TR FUND 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 NECA IBEW FAMILY MEDICAL CARE TR FUND?
- The 990 for the year ended December 31, 2025 names PAUL A NOBLE.
- Who are the officers and directors of NECA IBEW FAMILY MEDICAL CARE TR FUND?
- The 990 for the year ended December 31, 2025 lists 13 people; 5 received compensation from the organization, the highest $273,844 (TRACY GOLDEN, MANAGING DIRECTOR).
- How much revenue does NECA IBEW FAMILY MEDICAL CARE TR FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $850,166,160, expenses of $765,063,658 and total assets of $1,248,736,397 at year end.
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