Nonprofit · EIN 87-4774733
MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS
Tax-exempt · NEW YORK, NY 10001
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990-EZ | $98,793 | $55,168 | $43,625 | $361,521 | $0 | $361,521 |
| December 31, 2023 | 990-EZ | $96,249 | $59,985 | $36,264 | $317,896 | $0 | $317,896 |
| December 31, 2022 | 990 | $281,632 | $0 | $281,632 | $281,632 | $0 | $281,632 |
Financial details: 990-EZ for the year ended December 31, 2024
Revenue
- Program service revenue
- $94,441
- Investment income
- $4,352
Expenses
- Benefits paid to members
- $33,003
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $17,837
- Other expenses
- $4,328
Balance sheet and other
- Total assets, start of year
- $317,896
- Total assets, end of year
- $361,521
- Total liabilities, end of year
- $0
- Net assets, end of year
- $361,521
- Cash, savings and investments
- $361,521
- Gross receipts
- $98,793
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-EZ for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HERTZ | FORMER UNION TRUSTEE | 0.5 | $0 |
| ANNA PERKINS | UNION TRUSTEE | 0.5 | $0 |
| KATARINA MURRAY | FORMER UNION TRUSTEE | 0.5 | $0 |
| MARY SCHINICK | FORMER EMPLOYER TRUSTEE | 0.5 | $0 |
| JOHN BURKE | EMPLOYER TRUSTEE | 0.5 | $0 |
| KATHY LUNNEY | EMPLOYER TRUSTEE | 0.5 | $0 |
| JENNIFER RIVERA | EMPLOYER TRUSTEE | 0.5 | $0 |
| JONATHAN WEITZ | UNION TRUSTEE | 0.5 | $0 |
| MAUREEN GARRABRANT | UNION TRUSTEE | 0.5 | $0 |
990-EZ for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HERTZ | UNION TRUSTEE | 0.5 | $0 |
| ANNA PERKINS | UNION TRUSTEE | 0.5 | $0 |
| KATARINA MURRAY | UNION TRUSTEE | 0.5 | $0 |
| MARY SCHINICK | EMPLOYER TRUSTEE | 0.5 | $0 |
| JOHN BURKE | EMPLOYER TRUSTEE | 0.5 | $0 |
| KATY LUMNEY | EMPLOYER TRUSTEE | 0.5 | $0 |
990 for the year ended December 31, 2022: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL HERTZ | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| ANNA PERKINS | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| KATARINA MURRAY | UNION TRUSTEE Trustee or director | 0.5 | $0 |
| MARY SCHINICK | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN BURKE | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
| KATY LUMNEY | EMPLOYER TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 131 WEST 33RD STREET, NEW YORK, NY 10001-2908
- Signed the 990-EZ
- JENNIFER RIVERA, EMPLOYER TRUSTEE
- Phone
- (800) 722-7214
- Return prepared by
- WEAVER AND TIDWELL LLP
Mission
THE TRUST IS ESTABLISHED FOR THE EXCLUSIVE PURPOSE OF PROVIDING REIMBURSEMENT OF QUALIFYING MEDICAL EXPENSES FOR ELIGIBLE RETIRED COVERED EMPLOYEES UPON THEIR RETIREMENT, AS PROVIDED IN THE COLLECTIVE BARGAINING AGREEMENT, AND TO FURTHER PROVIDE MEANS FOR FINANCING AND MAINTAINING THE OPERATION AND ADMINISTRATION OF THE TRUST ANDTHE PLAN.
Program accomplishments
- FUND PROVIDES REIMBURSEMENT OF QUALIFYING MEDICAL EXPENSES FOR ELIGIBLE COVERED EMPLOYEES UPON THEIR RETIREMENT.
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-EZ on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 87-4774733
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2024
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $361,521
- Income (IRS master file)
- $98,793
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | December 2024 | $98,793 | $55,168 | $361,521 | XML |
| 990-EZ | December 2023 | $96,249 | $59,985 | $317,896 | XML |
| 990 | December 2022 | $281,632 | $0 | $281,632 | XML |
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 87-4774733).
Questions about MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS
- What is the EIN of MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS?
- The employer identification number (EIN) of MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS is 87-4774733.
- Is MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2024.
- Are donations to MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS 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 MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS 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 MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended December 2024.
- Who are the officers and directors of MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS?
- The 990-EZ for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does MONTEFIORE NYACK HOSPITAL NYSNA RETIREE MEDICAL PLAN VEBA AND TRUS have?
- On its 990-EZ for the year ended December 31, 2024 it reported revenue of $98,793, expenses of $55,168 and total assets of $361,521 at year end.
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