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Nonprofit · EIN 90-0180674

EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST

Tax-exempt · ATLANTA, GA 30322

Financials

$85K$2.6M2023$93K$2.5M2024
Revenue Expenses · by fiscal year end
Financials of EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$92,667$2,539,985-$2,447,318$14,934,849$0$14,934,849
December 31, 2023990$84,689$2,600,977-$2,516,288$15,910,903$0$15,910,903
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$0
Investment income
$92,667
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,506,417
Compensation of officers, directors and key employees
$14,597
Salaries, compensation and benefits (total)
$14,597
Professional fundraising fees
$0

Balance sheet and other

Total assets, start of year
$15,910,903
Total assets, end of year
$14,934,849
Total liabilities, end of year
$0
Net assets, end of year
$14,934,849
Publicly traded securities
$1,051,222
Gross receipts
$92,667
Employees
0
Volunteers
0
Year formed
2003
State of legal domicile
GA

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.

NameTitleHours / weekCompensation
BNY MELLONTRUSTEE
Institutional trustee
5$14,597
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
BNY MELLONTRUSTEE
Institutional trustee
5$8,686

Address and contacts

Address (IRS master file)
1440 CLIFTON ROAD NE 450 WHSCAB, ATLANTA, GA 30322-0001
In care of
% M A BLOOMQUIST
Principal officer (990 for 2024)
ELIZABETH BETH ALLEN, 1599 CLIFTON RD NE, ATLANTA, GA 30322
Signed the 990
ELIZABETH BETH ALLEN, VP FINANCIAL OPERATIONS|CORPORATE C
Phone
(404) 686-6020
Return prepared by
FRAZIER & DEETER ADVISORY LLC

Mission

PROVIDES HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDES HEALTH AND LIFE INSURANCE BENEFITS FOR RETIRED EMPLOYEES.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
90-0180674
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2006
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$14,934,849
Income (IRS master file)
$92,667

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$92,667$2,539,985$14,934,849IRS
990December 2023$84,689$2,600,977$15,910,903XML
990December 2022$145,422$39,631$16,503,926IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 90-0180674).

Questions about EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST

What is the EIN of EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST?
The employer identification number (EIN) of EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST is 90-0180674.
Is EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
Are donations to EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does EMORY HEALTHCARE POST-RETIREMENT 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 EMORY HEALTHCARE POST-RETIREMENT 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 EMORY HEALTHCARE POST-RETIREMENT 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 EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST?
The 990 for the year ended December 31, 2024 names ELIZABETH BETH ALLEN.
Who are the officers and directors of EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST?
The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $14,597 (BNY MELLON, TRUSTEE).
How much revenue does EMORY HEALTHCARE POST-RETIREMENT BENEFIT TRUST have?
On its 990 for the year ended December 31, 2024 it reported revenue of $92,667, expenses of $2,539,985 and total assets of $14,934,849 at year end.

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