Nonprofit · EIN 83-3880285
AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR
Tax-exempt · MONTGOMERY, AL 36104
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,033,169 | $4,058,639 | -$25,470 | $2,434 | $24,482 | -$22,048 |
| December 31, 2023 | 990 | $4,432,474 | $4,422,040 | $10,434 | $72,713 | $69,291 | $3,422 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,033,169
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,969,333
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $72,713
- Total assets, end of year
- $2,434
- Total liabilities, end of year
- $24,482
- Net assets, end of year
- -$22,048
- Net assets without donor restrictions
- -$22,048
- Gross receipts
- $4,033,169
- Employees
- 0
- Volunteers
- 10
- Year formed
- 2019
- State of legal domicile
- AL
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 |
|---|---|---|---|
| JEREMY WALKER | PLAN ADMINIS Trustee or director | 1 | $0 |
| MARY JANE OWEN | BOARD MEMBER Trustee or director | 1 | $0 |
| RAJANE JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| SENIA JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY BETH SHAW | BOARD MEMBER Trustee or director | 1 | $0 |
| TINA TERRY | BOARD MEMBER Trustee or director | 1 | $0 |
| DEDRA CABANISS | BOARD MEMBER Trustee or director | 1 | $0 |
| KIM HARWOOD | BOARD MEMBER Trustee or director | 1 | $0 |
| BO EVANS | BOARD MEMBER Trustee or director | 1 | $0 |
| DAVID LUCAS | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA LOU PARSONS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEREMY WALKER | PLAN ADMINIS Trustee or director | 1 | $0 |
| RAJANE JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| SENIA JOHNSON | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY BETH SHAW | BOARD MEMBER Trustee or director | 1 | $0 |
| MARY JANE OWEN | BOARD MEMBER Trustee or director | 1 | $0 |
| WES GRANT | BOARD MEMBER Trustee or director | 1 | $0 |
| SHA JARBOE | BOARD MEMBER Trustee or director | 1 | $0 |
| DEDRA CABANISS | BOARD MEMBER Trustee or director | 1 | $0 |
| SLOANE RHODEN | BOARD MEMBER Trustee or director | 1 | $0 |
| BO EVANS | BOARD MEMBER Trustee or director | 1 | $0 |
| TIMOTHY MILLS | BOARD MEMBER Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 522 WASHINGTON AVE, MONTGOMERY, AL 36104-4346
- In care of
- % JEREMY WALKER
- Principal officer (990 for 2024)
- JEREMY WALKER, 522 WASHINGTON AVENUE, MONTGOMERY, AL 36104
- Signed the 990
- JEREMY WALKER, PLAN ADMINISTRATOR
- Phone
- (334) 262-3808
- Return prepared by
- ALDRIDGE BORDEN & COMPANY PC
Mission
THE PLAN PROVIDES HEALTH AND WELFARE FOR PARTICIPATING MEMBERS.
Program accomplishments
- COLLECTION OF PARTICIPATING EMPLOYEE CONTRIBUTIONS TO FUND HEALTH AND WELFARE PLAN PREMIUMS AND ADMINISTRATIVE EXPENSES.Expenses $4,058,639 · revenue $4,033,169
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
- 83-3880285
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2022
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y41)
- Assets (IRS master file)
- $2,434
- Income (IRS master file)
- $4,033,169
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,033,169 | $4,058,639 | $2,434 | XML |
| 990 | December 2023 | $4,432,474 | $4,422,040 | $72,713 | XML |
| 990 | December 2022 | $4,635,375 | $4,651,470 | $2,808 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | $3,476,877 | $3,384,753 | $95,269 | 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 83-3880285).
Questions about AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR
- What is the EIN of AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR?
- The employer identification number (EIN) of AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR is 83-3880285.
- Is AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2022.
- Are donations to AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR 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 AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR 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 AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR 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 AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR?
- The 990 for the year ended December 31, 2024 names JEREMY WALKER.
- Who are the officers and directors of AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR?
- The 990 for the year ended December 31, 2024 lists 11 people; 0 received compensation from the organization.
- How much revenue does AL ASSOCIATION OF REALTORS HEALTH AND WELFARE PLA PLAN ADMINISTRATOR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,033,169, expenses of $4,058,639 and total assets of $2,434 at year end.
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