Nonprofit · EIN 83-4646743
SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND
Tax-exempt · INDEPENDENCE, OH 44131
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,792,207 | $2,135,943 | $656,264 | $6,424,434 | $0 | $6,424,434 |
| December 31, 2023 | 990 | $2,325,859 | $1,629,058 | $696,801 | $5,614,980 | $16,000 | $5,598,980 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,648,588
- Investment income
- $143,619
- Net gain from sales of assets
- -$19,013
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,109,985
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $4,290
- Accounting fees
- $11,250
Balance sheet and other
- Total assets, start of year
- $5,614,980
- Total assets, end of year
- $6,424,434
- Total liabilities, end of year
- $0
- Net assets, end of year
- $6,424,434
- Publicly traded securities
- $4,382,399
- Net assets without donor restrictions
- $6,424,434
- Gross receipts
- $4,191,501
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2019
- State of legal domicile
- OH
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 |
|---|---|---|---|---|---|
| MICHAEL COLEMAN | TRUSTEE Trustee or director | 1 | $0 | $511,753 | $54,549 |
| JEREMY FERGUSON | TRUSTEE Trustee or director | 1 | $0 | $352,545 | $94,578 |
| JOSEPH POWELL | (FORMER) TRUSTEE Trustee or director | 1 | $0 | $410,450 | $34,554 |
| JOHN DANIEL | TRUSTEE Trustee or director | 1 | $0 | $276,606 | $36,286 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOSEPH POWELL | TRUSTEE Trustee or director | 1 | $0 | $451,684 | $35,187 |
| MICHAEL COLEMAN | TRUSTEE Trustee or director | 1 | $0 | $417,333 | $34,885 |
| JEREMY FERGUSON | TRUSTEE Trustee or director | 1 | $0 | $344,576 | $87,021 |
| JOSEPH SELLERS JR | (FORMER) TRUSTEE Trustee or director | 1 | $0 | $210,295 | $29,343 |
Address and contacts
- Address (IRS master file)
- 6060 ROCKSIDE WOODS BLVD, INDEPENDENCE, OH 44131-7303
- In care of
- % RICHARD MCCLEES
- Principal officer (990 for 2024)
- JEREMY FERGUSON, 6060 ROCKSIDE WOODS BLVD, INDEPENDENCE, OH 44131
- Signed the 990
- JEREMY FERGUSON, TRUSTEE
- Phone
- (216) 228-9400
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
PROVIDE FUNDING FOR RETIREE HEALTH BENEFITS
Program accomplishments
- PROVIDE FUNDING FOR RETIREE HEALTH BENEFITS
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
- 83-4646743
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,424,434
- Income (IRS master file)
- $4,191,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,792,207 | $2,135,943 | $6,424,434 | IRS |
| 990 | December 2023 | $2,325,859 | $1,629,058 | $5,614,980 | XML |
| 990 | December 2022 | $2,323,958 | $1,590,148 | $4,719,998 | IRS |
| 990 | December 2021 | $2,434,297 | $1,685,878 | $4,431,391 | IRS |
| 990 | December 2020 | – | – | – | 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 83-4646743).
Questions about SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND
- What is the EIN of SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND?
- The employer identification number (EIN) of SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND is 83-4646743.
- Is SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2019.
- Are donations to SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH 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 SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND 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 SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND 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 SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND?
- The 990 for the year ended December 31, 2024 names JEREMY FERGUSON.
- Who are the officers and directors of SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
- How much revenue does SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,792,207, expenses of $2,135,943 and total assets of $6,424,434 at year end.
Other nonprofits in INDEPENDENCE
- BLET DISABILITY & WELFARE BENEFIT TRUST FUND EIN 30-0262584 · last filed 990 for 2025
- SMART DISCIPLINE INCOME PROTECTION PROGRAM EIN 30-0093453 · last filed 990 for 2024
- 587 K J BRANCH EIN 23-7516326 · last filed 990-N for 2025
- FIRST CATHOLIC SLOVAK UNION OF THE UNITED STATES OF AMERICA & CANADA EIN 23-7515986 · last filed 990-N for 2025
- 260 KJ BR ST MATTHEW SOCIETY EIN 23-7516119 · last filed 990-N for 2025
- FIRST CATHOLIC SLOVAK UNION OF THE UNITED STATES OF AMERICA & CANADA EIN 90-0428040 · last filed 990-N for 2025
- FIRST CATHOLIC SLOVAK UNION OF THE UNITED STATES OF AMERICA & CANADA EIN 23-7516260 · last filed 990-N for 2025
- FIRST CATHOLIC SLOVAK UNION OF THE UNITED STATES OF AMERICA & CANADA EIN 23-7516405 · last filed 990-N for 2025
All nonprofits in INDEPENDENCE · Ohio · Mutual and membership benefit