DELTA FAMILY CARE MEDICAL TR

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Cite this

Plain text DELTA FAMILY CARE MEDICAL TR. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/delta-family-care-medical-tr-366791916. Retrieved 2026-11-04.

APA furp.org. (n.d.). DELTA FAMILY CARE MEDICAL TR [Nonprofit organization profile; tax years 2009–2024]. Retrieved November 4, 2026, from https://furp.org/org/delta-family-care-medical-tr-366791916

MLA “DELTA FAMILY CARE MEDICAL TR.” furp.org, tax years 2009–2024, https://furp.org/org/delta-family-care-medical-tr-366791916. Accessed 4 Nov. 2026.

Retrieved 2026-11-04; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $13.4M · expenses $9.1M · assets $11.9M

EIN
36-6791916
Address
1030 DELTA BOULEVARD 959, ATLANTA, GA 30354-1989
Website
WWW.DELTA.COM
NTEE code
-
Exempt type
501(c)(9): voluntary employees' beneficiary association (trust)
Ruling date
February 1988 (when the IRS recognized its exemption)
IRS status
Exempt (unconditional) (IRS Business Master File) IRS data ↗
Cross-check
ProPublica Nonprofit Explorer

Mission

DISBURSE PAYMENTS TO OR ON BEHALF OF PARTICIPANTS RELATED TO MEDICAL, DENTAL, MENTAL HEALTH AND PRESCRIPTION DRUGS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

1 person paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.

NameLatest titleYearsLatest year payTotal pay from hereOrganizations
Jp Morgan Chase Institution TRUSTEE2009-2024 $10,000$138,552 1826

Officers and directors, no compensation reported

45 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Garrett Chase MEMBER, INVESTMENT COMMITTEE (THRU 9/24)2012-2024 1 $0 reported 6
Janet Brunk MEMBER, ADMIN COMMITTEE2020-2024 1 $0 reported 6
Kelley Elliott CHAIR, ADMIN COMMITTEE; MEMBER, INVESTMENT COMMITTEE2020-2024 1 $0 reported 7
Kenneth W Morge CHAIR, INVESTMENT COMMITTEE; MEMBER2011-2024 1 $0 reported 7
Michelle Horn MEMBER, INVESTMENT COMMITTEE2023-2024 1 $0 reported 6
William C Carroll MEMBER, INVESTMENT COMMITTEE2013-2024 1 $0 reported 6
Jennifer Shay MEMBER, ADMIN SUBCOMMITTEE2020-2024 1 $0 reported 6
Heather Tardif MEMBER, INVESTMENT COMMITTEE2024 1 $0 reported 6
Liz Stanton MEMBER, INVESTMENT COMMITTEE (AS OF 10/24)2024 1 $0 reported 6
Eric Phillips MEMBER, INVESTMENT COMMITTEE (AS OF 2/25)2024 1 $0 reported 6
Mindy Davidson MEMBER, ADMIN COMMITTEE (THRU 2/25)2024 1 $0 reported 5
Robert Heilmann MEMBER, ADMIN COMMITTEE (AS OF 2/25)2024 1 $0 reported 6
Hearther Tardif (former) MEMBER, INVESTMENT COMMITTEE (AS OF 01/2024)2023 1 $0 reported 5
Heather Ostis (former) MEMBER, INVESTMENT COMMITTEE (THRU 01/2024)2020-2023 1 $0 reported 6
Mindy Davison (former) MEMBER, ADMIN COMMITTEE2019-2023 1 $0 reported 6
Shawn Cole (former) MEMBER, INVESTMENT COMMITTEE (THRU 02/2024)2020-2023 1 $0 reported 7
Greg S Tahvonen thru 012023 (former) Chair, Admin Comm; Member2022 1 $0 reported 5
Michelle Horn as of 102022 (former) Member, Investment Committee2022 1 $0 reported 6
Kelley Elliott as of 012023 (former) Chair, Admin Comm; Member2022 1 $0 reported 1
Greg S Tahvonen (former) Chair, Admin Comm; Member2021 1 $0 reported 5
Greg S Tahoven (former) Chair, Admin Comm; Member2020 1 $0 reported 6
Vickie Strickland (former) Member, Admin Comm thru 10.202019-2020 1 $0 reported 6
Paul Jacobson (former) Member, Invest Comm thru 11.202009-2020 1 $0 reported 8
Robert L Kight (former) Member, Invest Comm thru 2.212009-2020 1 $0 reported 8
Brandi Thomas (former) Member, Invest Comm thru 11.202016-2020 1 $0 reported 6
Sandy Meeks (former) Member Admin Subcom thru 12.202015-2020 1 $0 reported 6
Heather Otis (former) MEMBER, INVESTMENT COMMITT2019 1 $0 reported 5
Gregory S Tahvonengregory S Tahvo (former) CHAIR, ADMIN COMM; MEMBER,2019 1 $0 reported 5
Craig M Meynard (former) MEMBER, INVESTMENT COMMITT2012-2019 1 $0 reported 6
Gregory S Tahvonen (former) MEMBER, ADMIN COMMITTEE2009-2017 1 $0 reported 8
Christopher M Collins (former) CHAIR, ADMIN COMM; MEMBER,2009-2017 1 $0 reported 7
Lisa Blackmon (former) MEMBER, ADMIN COMMITTEE2014-2017 1 $0 reported 6
Bryan Treadway (former) MEMBER, INVESTMENT COMMITT2016-2017 1 $0 reported 6
Jeffery A Arinder (former) MEMBER, INVESTMENT COMMITT2012-2016 1 $0 reported 6
Victoria Forbes Roberts (former) MEMBER, INVESTMENT COMMITT2014-2016 1 $0 reported 7
Kiko Harvey (former) MEMBER, INVESTMENT COMMITT2009-2016 1 $0 reported 8
Abbey Clark (former) ADMIN, SUBCOMMITTEE2014 1 $0 reported 6
Sandy Gordon (former) MEMBER, INVESTMENT COMMITTEE2009-2013 1 $0 reported 9
Sandy M Wojnowski (former) ADMIN SUBCOMMITTEE2013 1 $0 reported 4
Mary Anne Bell (former) Member Admin Subcomm2012 1 $0 reported 5
Anthony Charaf (former) Member Invest Comm2009-2011 1 $0 reported 6
Gail A Grimmett (former) Member Invest Comm2009-2011 1 $0 reported 7
Nathaniel J Pieper (former) Member Invest Comm2009-2011 1 $0 reported 6
Beverly Hord (former) Member Admin Subcomm2009-2011 1 $0 reported 7
Michael Randolfi (former) Member Invest Comm2011 1 $0 reported 1

People by year

2024 · 13 people listed · 1 paid, $10K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $10,000$0$0 $10,0001826
KELLEY ELLIOTT CHAIR, ADMIN COMMITTEE; MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $07
KENNETH W MORGE CHAIR, INVESTMENT COMMITTEE; MEMBER1 $0$0$0 $07
ERIC PHILLIPS MEMBER, INVESTMENT COMMITTEE (AS OF 2/25)1 $0$0$0 $06
GARRETT CHASE MEMBER, INVESTMENT COMMITTEE (THRU 9/24)1 $0$0$0 $06
HEATHER TARDIF MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
JANET BRUNK MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
LIZ STANTON MEMBER, INVESTMENT COMMITTEE (AS OF 10/24)1 $0$0$0 $06
MICHELLE HORN MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
MINDY DAVIDSON MEMBER, ADMIN COMMITTEE (THRU 2/25)1 $0$0$0 $05
ROBERT HEILMANN MEMBER, ADMIN COMMITTEE (AS OF 2/25)1 $0$0$0 $06
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
JENNIFER SHAY MEMBER, ADMIN SUBCOMMITTEE1 $0$0$0 $06
2023 · 12 people listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $8,000$0$0 $8,0001826
GARRETT CHASE MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
HEARTHER TARDIF MEMBER, INVESTMENT COMMITTEE (AS OF 01/2024)1 $0$0$0 $05
HEATHER OSTIS MEMBER, INVESTMENT COMMITTEE (THRU 01/2024)1 $0$0$0 $06
JANET BRUNK MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
KELLEY ELLIOTT CHAIR, ADMIN COMMITTEE; MEMBER1 $0$0$0 $07
KENNETH W MORGE MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $07
MICHELLE HORN MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
MINDY DAVISON MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
SHAWN COLE MEMBER, INVESTMENT COMMITTEE (THRU 02/2024)1 $0$0$0 $07
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
JENNIFER SHAY MEMBER, ADMIN SUBCOMMITTEE1 $0$0$0 $06
2022 · 12 people listed · 1 paid, $6K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP Morgan Chase Institution Trustee1 $6,000$0$0 $6,0001826
Greg S Tahvonen thru 012023 Chair, Admin Comm; Member1 $0$0$0 $05
Kelley Elliott as of 012023 Chair, Admin Comm; Member1 $0$0$0 $01
Janet Brunk Member, Admin Committee1 $0$0$0 $06
Mindy Davison Member, Admin Committee1 $0$0$0 $06
Kenneth W Morge Member, Investment Committee1 $0$0$0 $07
William C Carroll Member, Investment Committee1 $0$0$0 $06
Garrett Chase Member, Investment Committee1 $0$0$0 $06
Shawn Cole Member, Investment Committee1 $0$0$0 $07
Heather Ostis Member, Investment Committee1 $0$0$0 $06
Michelle Horn as of 102022 Member, Investment Committee1 $0$0$0 $06
Jennifer Shay Member, Admin Subcommittee1 $0$0$0 $06
2021 · 11 people listed · 1 paid, $10K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP Morgan Chase Institution Trustee1 $10,000$0$0 $10,0001826
Greg S Tahvonen Chair, Admin Comm; Member1 $0$0$0 $05
Janet Brunk Member, Admin Committee1 $0$0$0 $06
Mindy Davison Member, Admin Committee1 $0$0$0 $06
Kenneth W Morge Member, Investment Committee1 $0$0$0 $07
William C Carroll Member, Investment Committee1 $0$0$0 $06
Garrett Chase Member, Investment Committee1 $0$0$0 $06
Shawn Cole Member, Investment Committee1 $0$0$0 $07
Kelley Elliott Member, Investment Committee1 $0$0$0 $07
Heather Ostis Member, Investment Committee1 $0$0$0 $06
Jennifer Shay Member, Admin Subcommittee1 $0$0$0 $06
2020 · 16 people listed · 1 paid, $6K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP Morgan Chase Institution Trustee1 $6,000$0$0 $6,0001826
Greg S Tahoven Chair, Admin Comm; Member1 $0$0$0 $06
Janet Brunk Member, Admin Committee1 $0$0$0 $06
Mindy Davison Member, Admin Committee1 $0$0$0 $06
Vickie Strickland Member, Admin Comm thru 10.201 $0$0$0 $06
Kenneth W Morge Member, Investment Committee1 $0$0$0 $07
William C Carroll Member, Investment Committee1 $0$0$0 $06
Garrett Chase Member, Investment Committee1 $0$0$0 $06
Shawn Cole Member, Investment Committee1 $0$0$0 $07
Paul Jacobson Member, Invest Comm thru 11.201 $0$0$0 $08
Kelley Elliott Member, Investment Committee1 $0$0$0 $07
Robert Kight Member, Invest Comm thru 2.211 $0$0$0 $08
Heather Ostis Member, Investment Committee1 $0$0$0 $06
Brandi Thomas Member, Invest Comm thru 11.201 $0$0$0 $06
Sandy Meeks Member Admin Subcom thru 12.201 $0$0$0 $06
Jennifer Shay Member, Admin Subcommittee1 $0$0$0 $06
2019 · 13 people listed · 1 paid, $10K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $9,500$0$0 $9,5001826
GREGORY S TAHVONENGREGORY S TAHVO CHAIR, ADMIN COMM; MEMBER,1 $0$0$0 $05
MINDY DAVISON MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
VICKIE STRICKLAND MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
KENNETH W MORGE CHAIR, INVESTMENT COMMITTE1 $0$0$0 $07
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
GARRETT L CHASE MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
PAUL JACOBSON MEMBER, INVESTMENT COMMITT1 $0$0$0 $08
ROBERT L KIGHT MEMBER, INVESTMENT COMMITT1 $0$0$0 $08
CRAIG M MEYNARD MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
BRANDI THOMAS MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
HEATHER OTIS MEMBER, INVESTMENT COMMITT1 $0$0$0 $05
SANDY MEEKS ADMIN SUBCOMMITTEE1 $0$0$0 $06
2017 · 12 people listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $8,000$0$0 $8,0001826
CHRISTOPHER M COLLINS CHAIR, ADMIN COMM; MEMBER,1 $0$0$0 $07
GREGORY S TAHVONEN MEMBER, ADMIN COMMITTEE1 $0$0$0 $08
LISA BLACKMON MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
KENNETH W MORGE CHAIR, INVESTMENT COMMITTE1 $0$0$0 $07
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
GARRETT L CHASE MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
ROBERT L KIGHT MEMBER, INVESTMENT COMMITT1 $0$0$0 $08
CRAIG M MEYNARD MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
BRYAN TREADWAY MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
BRANDI THOMAS MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
SANDY MEEKS ADMIN SUBCOMMITTEE1 $0$0$0 $06
2016 · 15 people listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $8,000$0$0 $8,0001826
CHRISTOPHER M COLLINS CHAIR, ADMIN COMM; MEMBER,1 $0$0$0 $07
GREGORY S TAHVONEN MEMBER, ADMIN COMMITTEE1 $0$0$0 $08
LISA BLACKMON MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
KENNETH W MORGE CHAIR, INVESTMENT COMMITTE1 $0$0$0 $07
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
GARRETT L CHASE MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
ROBERT L KIGHT MEMBER, INVESTMENT COMMITT1 $0$0$0 $08
CRAIG M MEYNARD MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
BRYAN TREADWAY MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
BRANDI THOMAS MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
JEFFERY A ARINDER MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
VICTORIA FORBES ROBERTS MEMBER, INVESTMENT COMMITT1 $0$0$0 $07
KIKO K HARVEY MEMBER, INVESTMENT COMMITT1 $0$0$0 $08
SANDY MEEKS ADMIN SUBCOMMITTEE1 $0$0$0 $06
2015 · 13 people listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $8,000$0$0 $8,0001826
CHRISTOPHER M COLLINS CHAIR, ADMIN COMM; MEMBER,1 $0$0$0 $07
GREGORY S TAHVONEN MEMBER, ADMIN COMMITTEE1 $0$0$0 $08
LISA BLACKMON MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
KENNETH W MORGE CHAIR, INVESTMENT COMMITTE1 $0$0$0 $07
JEFFERY A ARINDER MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
GARRETT L CHASE MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
VICTORIA FORBES ROBERTS MEMBER, INVESTMENT COMMITT1 $0$0$0 $07
KIKO K HARVEY MEMBER, INVESTMENT COMMITT1 $0$0$0 $08
ROBERT L KIGHT MEMBER, INVESTMENT COMMITT1 $0$0$0 $08
CRAIG M MEYNARD MEMBER, INVESTMENT COMMITT1 $0$0$0 $06
SANDY MEEKS MEMBER, ADMIN SUBCOMMITTEE1 $0$0$0 $06
2014 · 13 people listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $8,000$0$0 $8,0001826
CHRISTOPHER M COLLINS MEMBER AND CHAIRMAN, ADMIN COMMITTEE1 $0$0$0 $07
GREGORY S TAHVONEN MEMBER, ADMIN COMMITTEE1 $0$0$0 $08
LISA BLACKMON MEMBER, ADMIN COMMITTEE1 $0$0$0 $06
KENNETH W MORGE MEMBER AND CHAIR, INVESTMENT COMMITTEE1 $0$0$0 $07
JEFFERY A ARINDER MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
GARRETT L CHASE MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
VICTORIA FORBES ROBERTS MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $07
KIKO K HARVEY MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $08
ROBERT L KIGHT MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $08
CRAIG M MEYNARD MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
ABBEY CLARK ADMIN, SUBCOMMITTEE1 $0$0$0 $06
2013 · 12 people listed · 1 paid, $10K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP MORGAN CHASE Institution TRUSTEE1 $9,711$0$0 $9,7111826
ROBERT L KIGHT CHAIR, ADMIN COMM; MEMBER, INV COMM1 $0$0$0 $08
CHRISTOPHER M COLLINS MEMBER, ADMIN COMMITTEE1 $0$0$0 $07
GREGORY S TAHVONEN MEMBER, ADMIN COMMITTEE1 $0$0$0 $08
SANDY M WOJNOWSKI ADMIN SUBCOMMITTEE1 $0$0$0 $04
KENNETH W MORGE CHAIR AND MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $07
JEFFERY A ARINDER MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
WILLIAM C CARROLL MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
GARRETT L CHASE MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
SANDY P GORDON MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $09
KIKO K HARVEY MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $08
CRAIG M MEYNARD MEMBER, INVESTMENT COMMITTEE1 $0$0$0 $06
2012 · 12 people listed · 1 paid, $13K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP Morgan Chase Institution Trustee1 $12,828$0$0 $12,8281826
Robert L Kight Chairman Admin Comm, Member Invest Comm1 $0$0$0 $08
Christopher M Collins Member Admin Comm1 $0$0$0 $07
Gregory S Tahvonen Member Admin Comm1 $0$0$0 $08
Paul A Jacobson Member Invest Comm1 $0$0$0 $08
Garrett Chase Member Invest Comm1 $0$0$0 $06
Sandy P Gordon Member Invest Comm1 $0$0$0 $09
Craig M Meynard Member Invest Comm1 $0$0$0 $06
Kiko Harvey Member Invest Comm1 $0$0$0 $08
Jeffery A Arinder Member Invest Comm1 $0$0$0 $06
Mary Anne Bell Member Admin Subcomm1 $0$0$0 $05
Kenneth Morge Chair and Member, Invest Comm1 $0$0$0 $07
2011 · 13 people listed · 1 paid, $13K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP Morgan Chase Institution Trustee1 $13,095$0$0 $13,0951826
Robert L Kight Chairman Admin Comm, Member Invest Comm1 $0$0$0 $08
Christopher M Collins Member Admin Comm1 $0$0$0 $07
Gregory S Tahvonen Member Admin Comm1 $0$0$0 $08
Paul Jacobson Member Invest Comm1 $0$0$0 $08
Anthony Charaf Member Invest Comm1 $0$0$0 $06
Sandy P Gordon Member Invest Comm1 $0$0$0 $09
Gail Grimmett Member Invest Comm1 $0$0$0 $07
Kiko Harvey Member Invest Comm1 $0$0$0 $08
Nathaniel Pieper Member Invest Comm1 $0$0$0 $06
Beverly Hord Member Admin Subcomm1 $0$0$0 $07
Kenneth Morge Chair, Member, Invest Comm1 $0$0$0 $07
Michael Randolfi Member Invest Comm1 $0$0$0 $01
2010 · 11 people listed · 1 paid, $8K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP Morgan Chase Institution Trustee1 $8,025$0$0 $8,0251826
Robert L Kight Chairman Admin Comm, Member Invest Comm1 $0$0$0 $08
Paul Jacobson Chairman Invest Comm1 $0$0$0 $08
Christopher M Collins Member Admin Comm1 $0$0$0 $07
Gregory S Tahvonen Member Admin Comm1 $0$0$0 $08
Anthony Charaf Member Invest Comm1 $0$0$0 $06
Sandy P Gordon Member Invest Comm1 $0$0$0 $09
Gail Grimmett Member Invest Comm1 $0$0$0 $07
Kiko Harvey Member Invest Comm1 $0$0$0 $08
Nathaniel Pieper Member Invest Comm1 $0$0$0 $06
Beverly Hord Member Admin Subcomm1 $0$0$0 $07
2009 · 11 people listed · 1 paid, $13K · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JP Morgan Chase Institution Trustee1 $13,393$0$0 $13,3931826
Robert L Kight Chairman Admin Comm, Member Invest Comm1 $0$0$0 $08
Paul Jacobson Chairman Invest Comm1 $0$0$0 $08
Christopher M Collins Member Admin Comm1 $0$0$0 $07
Gregory S Tahvonen Member Admin Comm1 $0$0$0 $08
Anthony Charaf Member Invest Comm1 $0$0$0 $06
Sandy P Gordon Member Invest Comm1 $0$0$0 $09
Gail Grimmett Member Invest Comm1 $0$0$0 $07
Kiko Harvey Member Invest Comm1 $0$0$0 $08
Nathaniel Pieper Member Invest Comm1 $0$0$0 $06
Beverly Hord Member Admin Subcomm1 $0$0$0 $07

Highest-paid independent contractors

2024 · 1 contractor · $154K
NameLocationServicePaid
AETNAHARTFORD, CTCONTRACT ADMIN$153,564
2023 · 1 contractor · $131K
NameLocationServicePaid
AETNAHARTFORD, CTCONTRACT ADMIN$131,384
2022 · 1 contractor · $147K
NameLocationServicePaid
AETNAHARTFORD, CTCONTRACT ADMIN$146,749
2021 · 2 contractors · $356K
NameLocationServicePaid
United HealthcareMINNETONKA, MNContract Admin$208,059
AetnaHARTFORD, CTContract Admin$148,077
2020 · 2 contractors · $388K
NameLocationServicePaid
United HealthcareMINNETONKA, MNContract Admin$234,851
AetnaHARTFORD, CTContract Admin$152,736

Who gave

Contributor names are not public for this form type.

Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2025-06-30 · view filing · original 990 ↗
$13,373,511$9,053,281 $11,894,504$11,736,257 $0$12,927,690 $10,00000
2023 · Form 990 period ending 2024-06-30 · view filing · original 990 ↗
$13,495,727$10,353,985 $7,492,497$7,416,418 $0$13,218,792 $8,00000
2022 · Form 990 period ending 2023-06-30 · view filing · original 990 ↗
$14,036,296$13,229,481 $4,335,072$4,275,296 $0$13,902,813 $000
2021 · Form 990 period ending 2022-06-30 · view filing · original 990 ↗
$6,713,465$6,455,292 $3,501,753$3,468,317 $0$6,706,899 $000
2020 · Form 990 period ending 2021-06-30 · view filing · original 990 ↗
$7,509,941$7,753,435 $3,292,257$3,210,676 $0$7,507,080 $000
2019 · Form 990 period ending 2020-06-30 · view filing · original 990 ↗
$10,249,885$9,852,732 $3,498,854$2,602,570 $0$10,217,041 $9,50000
2017 · Form 990 period ending 2018-06-30 · view filing · original 990 ↗
$14,385,492$15,381,777 $4,395,897$2,807,543 $0$14,343,242 $8,00000
2016 · Form 990 period ending 2017-06-30 · view filing · original 990 ↗
$19,091,467$19,272,703 $5,164,234$3,803,878 $0$19,073,436 $8,00000
2015 · Form 990 period ending 2016-06-30 · view filing · original 990 ↗
$29,319,857$26,246,759 $5,713,581$3,984,633 $0$29,314,023 $8,00000
2014 · Form 990 period ending 2015-06-30 · view filing · original 990 ↗
$34,475,718$33,227,699 $5,350,267$911,535 $0$34,474,575 $8,00000
2013 · Form 990 period ending 2014-06-30 · view filing · original 990 ↗
$29,815,070$41,130,689 $2,551,100-$336,484 $0$29,812,796 $9,71100
2012 · Form 990 period ending 2013-06-30 · view filing · original 990 ↗
$44,748,796$51,983,058 $15,560,013$10,979,135 $0$44,725,482 $12,82800
2011 · Form 990 period ending 2012-06-30 · view filing · original 990 ↗
$86,125,752$58,254,315 $23,957,105$18,213,397 $19,607,417$66,503,330 $13,09500
2010 · Form 990 period ending 2011-06-30 · amended · view filing · original 990 ↗
$74,782,743$81,055,964 $4,259,011-$9,658,040 $0$74,779,951 $8,02500
2010 · Form 990 period ending 2011-06-30 · superseded · view filing · original 990 ↗
$74,782,743$81,055,964 $4,259,011-$9,658,040 $0$74,779,951 $8,02500
2009 · Form 990 period ending 2010-06-30 · view filing · original 990 ↗
$94,822,849$99,721,993 $12,655,839-$3,384,819 $0$94,819,114 $13,39300

Connected to

Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Nearby + Similar BETA

Organizations like this one: what they do and who they are linked to

Same category: NTEE code and revenue

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
DELTA FAMILY-CARE AND SURV TRGANot reported $207,733,305$203,266,061 TRUSTEE$633 Similar name, revenue differs more than 10x, same state, similar mission
NECA IBEW FAMILY MEDICAL CARE TR FUNDMDY43 $850,166,160$765,063,658 MANAGING DIRECTOR$325,053 Similar name, revenue differs more than 10x
FAMILY MEDICAL TRUSTTXNot reported $0$1,682 Chairman$0 Similar name

Who funds organizations like this

Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990 · $9,053,281 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SUBSIDY $7,104,230--- 78.5%
Benefits paid to members $1,447,373--- 16.0%
Fees: other services $286,438--- 3.2%
Other (as described)FEDERAL INCOME TAX $151,000--- 1.7%
Fees: accounting $54,240--- 0.6%
Fees: management $10,000--- 0.1%
Total$9,053,281100%

View the filing

2023 · Form 990 · $10,353,985 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SUBSIDY $7,442,045--- 71.9%
Benefits paid to members $2,462,932--- 23.8%
Fees: other services $407,672--- 3.9%
Fees: accounting $41,336--- 0.4%
Total$10,353,985100%

View the filing

2022 · Form 990 · $13,229,481 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Other (as described)SUBSIDY $7,837,884--- 59.2%
Benefits paid to members $4,230,846--- 32.0%
Fees: other services $1,126,153--- 8.5%
Fees: accounting $34,598--- 0.3%
Total$13,229,481100%

View the filing

2021 · Form 990 · $6,455,292 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $4,950,416--- 76.7%
Fees: other services $1,464,549$0$0$0 22.7%
Fees: accounting $40,327--- 0.6%
Total$6,455,292100%

View the filing

2020 · Form 990 · $7,753,435 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $6,210,461--- 80.1%
Fees: other services $1,515,624$0$0$0 19.5%
Fees: accounting $27,350--- 0.4%
Total$7,753,435100%

View the filing

2019 · Form 990 · $9,852,732 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $8,354,806$8,354,806-- 84.8%
Fees: management $1,463,276-$1,463,276- 14.9%
Fees: accounting $25,150-$25,150- 0.3%
Fees: other services $9,500-$9,500- 0.1%
Total$9,852,732100%

View the filing

2017 · Form 990 · $15,381,777 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $13,149,016$13,149,016-- 85.5%
Fees: management $2,192,261-$2,192,261- 14.3%
Fees: accounting $32,500-$32,500- 0.2%
Fees: other services $8,000-$8,000- 0.1%
Total$15,381,777100%

View the filing

2016 · Form 990 · $19,272,703 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $17,441,744$17,441,744-- 90.5%
Fees: management $1,796,709-$1,796,709- 9.3%
Fees: accounting $26,250-$26,250- 0.1%
Fees: other services $8,000-$8,000- 0.0%
Total$19,272,703100%

View the filing

2015 · Form 990 · $26,246,759 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $23,669,698$23,669,698-- 90.2%
Fees: management $2,549,061-$2,549,061- 9.7%
Fees: accounting $20,000-$20,000- 0.1%
Fees: other services $8,000-$8,000- 0.0%
Total$26,246,759100%

View the filing

2014 · Form 990 · $33,227,699 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $30,849,601$30,849,601-- 92.8%
Fees: management $2,339,698-$2,339,698- 7.0%
Fees: accounting $30,400-$30,400- 0.1%
Fees: other services $8,000-$8,000- 0.0%
Total$33,227,699100%

View the filing

2013 · Form 990 · $41,130,689 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $38,085,987$38,085,987-- 92.6%
Fees: management $3,015,991-$3,015,991- 7.3%
Fees: accounting $19,000-$19,000- 0.0%
Fees: other services $9,711-$9,711- 0.0%
Total$41,130,689100%

View the filing

2012 · Form 990 · $51,983,058 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $48,430,545$48,430,545-- 93.2%
Fees: management $2,157,799$2,157,799-- 4.2%
Fees: other services $1,375,714$1,375,714-- 2.6%
Fees: accounting $19,000$19,000-- 0.0%
Total$51,983,058100%

View the filing

2011 · Form 990 · $58,254,315 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $53,758,458$53,758,458-- 92.3%
Fees: management $3,044,610$3,044,610-- 5.2%
Fees: other services $1,433,247$1,433,247-- 2.5%
Fees: accounting $18,000$18,000-- 0.0%
Total$58,254,315100%

View the filing

2010 · Form 990 · $81,055,964 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $72,913,608$72,913,608-- 90.0%
Fees: management $6,808,713$6,808,713-- 8.4%
Fees: other services $1,315,643$1,315,643-- 1.6%
Fees: accounting $18,000$18,000-- 0.0%
Total$81,055,964100%

View the filing

2009 · Form 990 · $99,721,993 spent · pay $0 · grants $0 · events $0
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $92,638,007$92,638,007-- 92.9%
Fees: management $4,821,812$4,821,812-- 4.8%
Fees: other services $2,244,174$2,244,174-- 2.3%
Fees: accounting $18,000$18,000-- 0.0%
Total$99,721,993100%

View the filing

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