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← EDWARD W SPARROW HOSP ASSOC MNA EMPLOYEES HEALTH REIMB ARRANGEMENT

Form 990 for tax year 2024

Filed by EDWARD W SPARROW HOSP ASSOC MNA EMPLOYEES HEALTH REIMB ARRANGEMENT.

Totals

Total revenue
$3,872,723
Total expenses
$876,388
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,083,674
Investment income
$2,788,146
Other revenue
$903
Total assets, end of year
$27,402,536
Total liabilities, end of year
$8,109
Net assets or fund balances, end of year
$27,394,427
Program services expenses (Part IX)
$876,388
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$876,388

Program services were 100.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: CONTRIBUTIONS

    total $1,083,674 · related or exempt $1,083,674

  • 3 · Investment income

    total $753,231 · related or exempt $753,231

  • 7a · Gross sales of assets other than inventory

    securities $7,267,866

  • 7b · Less cost or other basis and sales expenses

    securities $5,232,951

  • 7c · Gain or loss

    securities $2,034,915

  • 7d · Net gain or loss

    total $2,034,915 · related or exempt $2,034,915

  • 8c · Net income from fundraising events

    total $0

  • 11a · Other revenue: CLASS ACTION SETTLEMENT

    total $903 · related or exempt $903

  • 11e · Other revenue, total

    $903

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $697,350 · program services $697,350

  • 11a · Fees: management

    total $10,920 · program services $10,920

  • 11b · Fees: legal

    total $2,415 · program services $2,415

  • 11c · Fees: accounting

    total $19,300 · program services $19,300

  • 11f · Fees: investment management

    total $124,717 · program services $124,717

  • 13 · Office expenses

    total $10,315 · program services $10,315

  • 14 · Information technology

    total $1,800 · program services $1,800

  • 23 · Insurance

    total $9,571 · program services $9,571

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $332,502 · end of year $393,330

  • 4 · Accounts receivable

    beginning of year $1,068,416 · end of year $1,132,990

  • 9 · Prepaid expenses and deferred charges

    end of year $1,060

  • 11 · Investments: publicly traded securities

    beginning of year $21,169,109 · end of year $23,394,929

  • 12 · Investments: other securities

    beginning of year $2,408,073 · end of year $2,480,227

  • 17 · Accounts payable and accrued expenses

    beginning of year $2,265 · end of year $8,109

  • 27 · Net assets without donor restrictions

    beginning of year $24,975,835 · end of year $27,394,427

Mission and programs · 2024

Mission

TO PROVIDE FUNDING FOR SUPPLEMENTAL RETIREE MEDICAL BENEFITS.

  • THE MEDICAL PLAN WAS FORMED TO PROVIDE FUNDING FOR SUPPLEMENTAL RETIREE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS UNDER THE COLLECTIVE BARGAINING AGREEMENT.

    Expenses $876,388

As filed on the 2024 return.

Listed in Part VII

  • Carol Federicks

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Marianne George

    SECRETARY

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • William Howe

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Cindy Lafountain

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Jessica Lannon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Andrew Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Jackie Walker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Teresa Znidarsic

    CHAIRPERSON

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Jennifer Holton

    TRUTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Erin Flood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Dexter Baker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2024
Filed
22 July 2025
IRS schema version
2024v5.2
Source object
202513179349301211

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