Nonprofit · EIN 81-6529931
NAAA@VEBA BENEFIT TRUST
Tax-exempt · ANNAPOLIS, MD 21402
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $385,774 | $137,559 | $248,215 | $3,818,633 | $0 | $3,818,633 |
| December 31, 2023 | 990 | $260,208 | $132,115 | $128,093 | $3,507,084 | $0 | $3,507,084 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $69
- Investment income
- $385,705
- Net gain from sales of assets
- $223,340
- Tax-exempt bond proceeds
- $159,613
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $105,127
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $3,507,084
- Total assets, end of year
- $3,818,633
- Total liabilities, end of year
- $0
- Net assets, end of year
- $3,818,633
- Publicly traded securities
- $3,731,452
- Gross receipts
- $938,163
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2016
- State of legal domicile
- MD
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHET GLADCHUK | NAAA PRESIDENT Trustee or director | 1 | $0 | $965,726 | $61,918 |
| M COLLEEN JORDAN | NAAA CFO/TREASURER Trustee or director | 1 | $0 | $237,122 | $43,440 |
| COMERICA BANK & TRUST NA | TRUSTEE Institutional trustee | 1 | $8,250 | $0 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHET GLADCHUK | NAAA PRESIDENT Trustee or director | 1 | $0 | $977,472 | $38,198 |
| M COLLEEN JORDAN | NAAA CFO/TREASURER Trustee or director | 1 | $0 | $220,174 | $34,607 |
| COMERICA BANK & TRUST NA | TRUSTEE Institutional trustee | 1 | $8,250 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 566 BROWNSON ROAD, ANNAPOLIS, MD 21402-5006
- In care of
- % COMERICA BANK AND TRUST NA TTEE
- Principal officer (990 for 2024)
- M COLLEEN JORDAN, 566 BROWNSON ROAD, ANNAPOLIS, MD 21402
- Signed the 990
- M COLLEEN JORDAN, NAAA CFO/TREASURER
- Phone
- (410) 293-2700
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
NAAA VEBA BENEFIT TRUST (THE TRUST) IS A VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION WHOSE PRIMARY EXEMPT PURPOSE IS TO PROVIDE GROUP HEALTH BENEFITS AND MEDICARE PART-D COVERAGE FOR ELIGIBLE RETIREES OF THE NAVAL ACADEMY ATHLETIC ASSOCIATION.
Program accomplishments
- TO PROVIDE GROUP HEALTH BENEFITS AND MEDICARE PART-D COVERAGE FOR ELIGIBLE RETIREES OF THE NAVAL ACADEMY ATHLETIC ASSOCIATION.
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 | Not 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
- 81-6529931
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $3,818,633
- Income (IRS master file)
- $938,163
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $385,774 | $137,559 | $3,818,633 | XML |
| 990 | December 2023 | $260,208 | $132,115 | $3,507,084 | XML |
| 990 | December 2022 | $257,272 | $126,156 | $3,208,959 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 81-6529931).
Questions about NAAA@VEBA BENEFIT TRUST
- What is the EIN of NAAA@VEBA BENEFIT TRUST?
- The employer identification number (EIN) of NAAA@VEBA BENEFIT TRUST is 81-6529931.
- Is NAAA@VEBA BENEFIT TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to NAAA@VEBA BENEFIT TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NAAA@VEBA BENEFIT TRUST 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 NAAA@VEBA BENEFIT TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NAAA@VEBA BENEFIT TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NAAA@VEBA BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 names M COLLEEN JORDAN.
- Who are the officers and directors of NAAA@VEBA BENEFIT TRUST?
- The 990 for the year ended December 31, 2024 lists 3 people; 1 received compensation from the organization.
- How much revenue does NAAA@VEBA BENEFIT TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $385,774, expenses of $137,559 and total assets of $3,818,633 at year end.
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