Nonprofit · EIN 75-3261600
DELTA ACCOUNT BASED MEDICAL TR
Also known as DELTA BENEFITS ACCOUNTING DEPT 634
Tax-exempt · ATLANTA, GA 30354
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,301,872,103 | $1,321,495,956 | -$19,623,853 | $45,080,367 | $37,974,467 | $7,105,900 |
| June 30, 2024 | 990 | $1,190,293,159 | $1,219,413,323 | -$29,120,164 | $54,295,772 | $27,566,033 | $26,729,739 |
| June 30, 2023 | 990 | $1,056,373,627 | $1,060,674,480 | -$4,300,853 | $62,034,941 | $6,191,544 | $55,843,397 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,301,129,200
- Investment income
- $742,903
- Net gain from sales of assets
- $3,142
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,242,094,055
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $53,940
Balance sheet and other
- Total assets, start of year
- $54,295,772
- Total assets, end of year
- $45,080,367
- Total liabilities, end of year
- $37,974,467
- Net assets, end of year
- $7,105,900
- Gross unrelated business income
- $742,903
- Gross receipts
- $2,708,055,100
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2008
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | TRUSTEE Institutional trustee | 1 | $10,000 |
| KELLEY ELLIOTT | CHAIR, ADMIN COMMITTEE; MEMBER, INVESTMENT COMMITTEE Trustee or director, Officer | 1 | $0 |
| KENNETH W MORGE | CHAIR, INVESTMENT COMMITTEE; MEMBER Trustee or director, Officer | 1 | $0 |
| ERIC PHILLIPS | MEMBER, INVESTMENT COMMITTEE (AS OF 2/25) Trustee or director | 1 | $0 |
| GARRETT CHASE | MEMBER, INVESTMENT COMMITTEE (THRU 9/24) Trustee or director | 1 | $0 |
| HEATHER TARDIF | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JANET BRUNK | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| LIZ STANTON | MEMBER, INVESTMENT COMMITTEE (AS OF 10/24) Trustee or director | 1 | $0 |
| MICHELLE HORN | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MINDY DAVIDSON | MEMBER, ADMIN COMMITTEE (THRU 2/25) Trustee or director | 1 | $0 |
| ROBERT HEILMANN | MEMBER, ADMIN COMMITTEE (AS OF 2/25) Trustee or director | 1 | $0 |
| WILLIAM C CARROLL | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JENNIFER SHAY | MEMBER, ADMIN SUBCOMMITTEE Officer | 1 | $0 |
990 for the year ended June 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP MORGAN CHASE | TRUSTEE Institutional trustee | 1 | $8,000 |
| GARRETT CHASE | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| HEARTHER TARDIF | MEMBER, INVESTMENT COMMITTEE (AS OF 01/2024) Trustee or director | 1 | $0 |
| HEATHER OSTIS | MEMBER, INVESTMENT COMMITTEE (THRU 01/2024) Trustee or director | 1 | $0 |
| JANET BRUNK | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| KELLEY ELLIOTT | CHAIR, ADMIN COMMITTEE; MEMBER Trustee or director | 1 | $0 |
| KENNETH W MORGE | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MICHELLE HORN | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| MINDY DAVISON | MEMBER, ADMIN COMMITTEE Trustee or director | 1 | $0 |
| SHAWN COLE | MEMBER, INVESTMENT COMMITTEE (THRU 02/2024) Trustee or director | 1 | $0 |
| WILLIAM C CARROLL | MEMBER, INVESTMENT COMMITTEE Trustee or director | 1 | $0 |
| JENNIFER SHAY | MEMBER, ADMIN SUBCOMMITTEE Officer | 1 | $0 |
990 for the year ended June 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JP Morgan Chase | Trustee Institutional trustee | 1 | $6,000 |
| Greg S Tahvonen thru 012023 | Chair, Admin Comm; Member Trustee or director | 1 | $0 |
| Kelley Elliott as of 022023 | Chair, Admin Comm; Member Trustee or director | 1 | $0 |
| Janet Brunk | Member, Admin Committee Trustee or director | 1 | $0 |
| Mindy Davison | Member, Admin Committee Trustee or director | 1 | $0 |
| Kenneth W Morge | Member, Investment Committee Trustee or director | 1 | $0 |
| William C Carroll | Member, Investment Committee Trustee or director | 1 | $0 |
| Garrett Chase | Member, Investment Committee Trustee or director | 1 | $0 |
| Shawn Cole | Member, Investment Committee Trustee or director | 1 | $0 |
| Heather Ostis | Member, Investment Committee Trustee or director | 1 | $0 |
| Michelle Horn as of 102022 | Member, Investment Committee Trustee or director | 1 | $0 |
| Jennifer Shay | Member, Admin Subcommittee Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 1030 DELTA BOULEVARD 959, ATLANTA, GA 30354-1989
- In care of
- % DELTA AIR LINES INC CORP BE
- Principal officer (990 for 2024)
- KELLEY ELLIOTT, 1030 DELTA BOULEVARD 959, ATLANTA, GA 30354
- Signed the 990
- KELLEY ELLIOTT, VP, HR SERVICES AND TOTAL REWARDS
- Phone
- (404) 715-2600
- Website
- WWW.DELTA.COM
- Return prepared by
- BDO USA
Mission
DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
Program accomplishments
- DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 75-3261600
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $45,080,367
- Income (IRS master file)
- $2,708,055,100
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,301,872,103 | $1,321,495,956 | $45,080,367 | IRS |
| 990 | June 2024 | $1,190,293,159 | $1,219,413,323 | $54,295,772 | IRS |
| 990 | June 2023 | $1,056,373,627 | $1,060,674,480 | $62,034,941 | XML |
| 990 | June 2022 | $1,008,105,928 | $1,010,267,096 | $62,882,362 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 75-3261600).
Questions about DELTA ACCOUNT BASED MEDICAL TR
- What is the EIN of DELTA ACCOUNT BASED MEDICAL TR?
- The employer identification number (EIN) of DELTA ACCOUNT BASED MEDICAL TR is 75-3261600.
- Is DELTA ACCOUNT BASED MEDICAL TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to DELTA ACCOUNT BASED MEDICAL TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does DELTA ACCOUNT BASED MEDICAL 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 DELTA ACCOUNT BASED MEDICAL TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did DELTA ACCOUNT BASED MEDICAL TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of DELTA ACCOUNT BASED MEDICAL TR?
- The 990 for the year ended June 30, 2025 names KELLEY ELLIOTT.
- Who are the officers and directors of DELTA ACCOUNT BASED MEDICAL TR?
- The 990 for the year ended June 30, 2025 lists 13 people; 1 received compensation from the organization, the highest $10,000 (JP MORGAN CHASE, TRUSTEE).
- How much revenue does DELTA ACCOUNT BASED MEDICAL TR have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,301,872,103, expenses of $1,321,495,956 and total assets of $45,080,367 at year end.
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