Nonprofit · EIN 84-6721081
PHILABUNDANCE HEALTH BENEFIT TR
Also known as LOREE D JONES TTEE
Tax-exempt · PHILADELPHIA, PA 19148
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,077,116 | $1,056,773 | $20,343 | $67,342 | $46,999 | $20,343 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,073,356
- Investment income
- $3,760
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $785,059
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $22,000
Balance sheet and other
- Total assets, start of year
- $0
- Total assets, end of year
- $67,342
- Total liabilities, end of year
- $46,999
- Net assets, end of year
- $20,343
- Gross receipts
- $1,077,116
- Employees
- 0
- Volunteers
- 26
- Year formed
- 2024
- State of legal domicile
- PA
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 |
|---|---|---|---|
| DIXIE JAMES | CHAIRPERSON/FINANCE COMMITTEE Trustee or director, Officer | 1 | $0 |
| JOHN HOLLWAY | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| NOEL EISENSTAT | VICE CHAIRPERSON Trustee or director, Officer | 1 | $0 |
| ELIZABETH IRELAND | TREASURER/FINANCE COMMMITTEE Trustee or director, Officer | 1 | $0 |
| NIKI HAWKINS | SECRETARY Trustee or director, Officer | 1 | $0 |
| BASSAM AWADALLA | DIRECTOR Trustee or director | 1 | $0 |
| MAYRA BERGMAN | DIRECTOR Trustee or director | 1 | $0 |
| BJ CLARK | DIRECTOR Trustee or director | 1 | $0 |
| SCOTT JACKSON | DIRECTOR Trustee or director | 1 | $0 |
| PAM RAINEY LAWLER | DIRECTOR Trustee or director | 1 | $0 |
| DAVID LEONE | DIRECTOR Trustee or director | 1 | $0 |
| ADELE LINDENMEYR PHD | DIRECTOR Trustee or director | 1 | $0 |
| CHERYL MARTIN | DIRECTOR Trustee or director | 1 | $0 |
| DESIREE MURPHY MORRISSEY | DIRECTOR Trustee or director | 1 | $0 |
| ALENI PAPPAS | DIRECTOR Trustee or director | 1 | $0 |
11 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TODD PETERSON | DIRECTOR/FINANCE COMMITTEE Trustee or director | 1 | $0 |
| MARTIN PHILLIPS | DIRECTOR Trustee or director | 1 | $0 |
| MILTON PRATT JR | DIRECTOR/FINANCE COMMITTEE Trustee or director | 1 | $0 |
| ESTELLE RICHMAN | DIRECTOR Trustee or director | 1 | $0 |
| JOHN RUANE | DIRECTOR Trustee or director | 1 | $0 |
| NORA SWIMM | DIRECTOR Trustee or director | 1 | $0 |
| NYEEMA WATSON PHD | DIRECTOR Trustee or director | 1 | $0 |
| ALAN E CASNOFF | TRUSTEE Trustee or director | 1 | $0 |
| MARISA MAGNATTA | DIRECTOR Trustee or director | 1 | $0 |
| DAVID MILLER | DIRECTOR/FINANCE COMMITTEE Trustee or director | 1 | $0 |
| ANGELA WURSTER | DIRECTOR Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3616 S GALLOWAY ST, PHILADELPHIA, PA 19148-5402
- In care of
- % WIL TORRES
- Principal officer (990 for 2024)
- WIL TORRES, 3616 South Galloway Street, Philadelphia, PA 19148
- Signed the 990
- WIL TORRES, INTERIM CFO
- Phone
- (215) 339-0900
- Return prepared by
- WITHUMSMITHBROWN PC
Mission
THE PLAN SPONSOR'S PURPOSE IN ESTABLISHING THE PLAN IS TO HELP TO PROTECT ELIGIBLE MEMEBERS AND THEIR FAMILY BY OFFSETTING SOME OF THE FINANCIAL PROBLEMS THAT MAY ARISE FROM AN INJURY OR ILLNESS. THE PURPOSE OF THIS PLAN IS TO SET FORTH THE TERMS AND PROVISIONS OF THE PLAN THAT PROVIDE FOR THE PAYMENT OR REIMBURSEMENT OF ALL OR A PORTION OF CERTAIN HEALTH CARE EXPENSES.
Program accomplishments
- THE PLAN SPONSOR'S PURPOSE IN ESTABLISHING THE PLAN IS TO HELP TO PROTECT ELIGIBLE MEMEBERS AND THEIR FAMILY BY OFF SETTING SOME OF THE FINANCIAL PROBLEMS THAT MAY ARISE FROM AN INJURY OR ILLNESS. THE PURPOSE OF THIS PLAN IS TO SET FORTH THE TERMS AND PROVISIONS OF THE PLAN THAT PROVIDE FOR THE PAYMENT OR REIMBURSEMENT OF ALL OR A PORTION OF CERTAIN HEALTH CARE EXPENSES.
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 | Check at the IRS |
IRS record
- EIN
- 84-6721081
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2025
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $67,342
- Income (IRS master file)
- $1,077,116
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,077,116 | $1,056,773 | $67,342 | 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 84-6721081).
Questions about PHILABUNDANCE HEALTH BENEFIT TR
- What is the EIN of PHILABUNDANCE HEALTH BENEFIT TR?
- The employer identification number (EIN) of PHILABUNDANCE HEALTH BENEFIT TR is 84-6721081.
- Is PHILABUNDANCE HEALTH BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2025.
- Are donations to PHILABUNDANCE HEALTH BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does PHILABUNDANCE HEALTH BENEFIT 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 PHILABUNDANCE HEALTH BENEFIT TR 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 PHILABUNDANCE HEALTH BENEFIT TR 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 PHILABUNDANCE HEALTH BENEFIT TR?
- The 990 for the year ended December 31, 2024 names WIL TORRES.
- Who are the officers and directors of PHILABUNDANCE HEALTH BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 26 people; 0 received compensation from the organization.
- How much revenue does PHILABUNDANCE HEALTH BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,077,116, expenses of $1,056,773 and total assets of $67,342 at year end.
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