- Revenue 2024
- $7,976,217
- Expenses 2024
- $245,032
As filed
- Subsection
- 09
- NTEE code
- G99
- Classification
- 1000
- Street
- 2701 WHITNEY PLACE 200
These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).
Mission and programs · 2024
Mission
THE PURPOSE OF THIS TRUST SHALL BE TO FUND RETIREE HEALTH BENEFITS FOR QUALIFIED PARTICIPANTS AND THEIR BENEFICIARIES IN THE AMOUNTS AND UNDER THE CONDITIONS AS SPECIFIED IN THE PLAN.
Activities or mission (Part I)
TO PROVIDE RETIREE HEALTH BENEFITS TO RETIRED EMPLOYEES OF THE WMATA AND THEIR DEPENDENTS
-
THE FUND IS A EMPLOYEE WELFARE BENEFIT PLAN GOVERNED BY ERISA. THE FUND WAS ESTABLISHED BY THE AMALGAMATED TRANSIT UNION LOCAL 689 TO PROVIDE RETIREE HEALTH BENEFITS TO CERTAIN RETIRED EMPLOYEES OF THE WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY AND THEIR DEPENDENTS.
As filed on the 2024 return.
Officers and directors · 2024
As listed in Part VII of the 2024 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.
-
Raymond JacksonRAYMOND JACKSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1.5 related
-
Keith BullockKEITH BULLOCK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Barry WilsonBARRY WILSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 1 related
-
Damion CannonDAMION CANNON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James McGeeJAMES MCGEE
EXECUTIVE DIRECTOR
- Total calculated
- $293,150
- From this org
- $0
- From related orgs
- $293,150
- Other
- $0
- Hours/week
- 50 + 1 related
Schedule J breakdown matched by us
- Base
- $0 + $293,150 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $293,150 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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us. Earlier years are each on their own filing page.
Filings
-
2024
- Revenue
- $7,976,217
- Expenses
- $245,032
- Contributions
- $0
- Grants paid
- $0
-
2023
- Revenue
- $9,646,728
- Expenses
- $161,453
- Contributions
- $0
- Grants paid
- $0
-
2022
- Revenue
- $8,090,466
- Expenses
- $136,321
- Contributions
- $0
- Grants paid
- $0
The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.
Grants made
No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.
Grants received
No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.
Related organizations
From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.
Declared on its 2024 return
-
AMALGAMATED TRANSIT UNION DIVISION 689
501(C)(5) · EMPLOYEE UNION · MD
-
WASHINGTON METROPOLITAN AREA TRANSIT AUTHORITY
TRANSIT AUTHORITY · DC
Declared as related by
-
TRANSIT EMPLOYEES HEALTH AND WELFARE PLAN
On its 2023 return
Taxable family
From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.
Disregarded entities on its 2024 return
-
TRANSIT EMPLOYEES RETIREE HEALTH FUND LLC
BENEFIT PLAN ADMINISTRATION · MD · income $0 · assets $0
Other IRS files
Auto-Revocation List
Not listed. The IRS publishes this list for organizations whose exemption was automatically revoked for failing to file for three consecutive years.
Publication 78
Not present in the most recent drop.
These are two separate IRS files on two separate schedules, shown as published and not reconciled with each other. Neither is a statement about whether a contribution is deductible today: 19,245 organizations appear in Publication 78 while the IRS's own revocation file lists them as currently revoked, more than half of those revoked before 2019. Absence from Publication 78 is evidence of nothing, and presence is not evidence either. Verify current status with the IRS before relying on it.
What this page reflects
The registration facts above come from the IRS Business Master File published 13 October 2026 and read 1 November 2026, for every organization at once. Returns through tax year 2024, the newest we have parsed for this organization.