Nonprofit · EIN 04-3235427
MASSACHUSETTS BAY HEALTH CARE TR FUND
Tax-exempt · LEXINGTON, MA 02421
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,487,559 | $22,716,149 | -$1,228,590 | $17,429,455 | $2,480,264 | $14,949,191 |
| June 30, 2024 | 990 | $21,061,499 | $19,594,745 | $1,466,754 | $18,461,876 | $1,517,526 | $16,944,350 |
| June 30, 2023 | 990 | $21,462,348 | $18,950,011 | $2,512,337 | $16,559,040 | $894,044 | $15,664,996 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $20,721,944
- Investment income
- $765,615
- Net gain from sales of assets
- $248,092
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,596,903
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $23,863
Balance sheet and other
- Total assets, start of year
- $18,461,876
- Total assets, end of year
- $17,429,455
- Total liabilities, end of year
- $2,480,264
- Net assets, end of year
- $14,949,191
- Publicly traded securities
- $14,941,361
- Net assets without donor restrictions
- $14,949,191
- Gross receipts
- $21,903,051
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1993
- State of legal domicile
- MA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA MALEY-ROY | LABOR/CO-CHAIR Trustee or director, Officer | 0.3 | $0 |
| MICHAEL KNIGHT | TREASURER & CO-CHAIR Trustee or director, Officer | 0.3 | $0 |
| JEFF CARLSON | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| HOLLY MCANESPIE | LABOR Trustee or director | 0.3 | $0 |
| DANA FARRILL | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| CHERYL KELLY | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| NIKKI ANDRADE | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| MICHELLE RESENDES | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| DONALD ROBER | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| MICHELLE BEAUVAIS | MANAGEMENT TRUSTEE (AS OF 9/24) Trustee or director | 0.3 | $0 |
| BARBARA WHITNEY | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| KARA KOSMES | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| TAMMY D'ENTREMONT | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| JACQUELINE KOTOWSKI | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| SARAH DORMAN | LABOR TRUSTEE (AS OF 9/24) Trustee or director | 0.3 | $0 |
3 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SARAH ANDERSON | LABOR TRUSTEE (AS OF 12/24) Trustee or director | 0.3 | $0 |
| RICHARD PORCELLI | LABOR TRUSTEE (UNTIL 11/24) Trustee or director | 0.3 | $0 |
| MICHELLE SHEPARD | MANAGEMENT TRUSTEE (UNTIL 9/24) Trustee or director | 0.3 | $0 |
990 for the year ended June 30, 2024: 19 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANDREA MALEY-ROY | LABOR/CO-CHAIR (AS OF 5/24) Trustee or director, Officer | 0.3 | $0 |
| MICHAEL KNIGHT | TREASURER & CO-CHAIR (AS OF 5/24) Trustee or director, Officer | 0.3 | $0 |
| JEFF CARLSON | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| HOLLY MCANESPIE | LABOR (AS OF 6/24) Trustee or director | 0.3 | $0 |
| CYNTHIA ADLER MIRABU | LABOR TRUSTEE (EXITED 4/24) Trustee or director | 0.3 | $0 |
| DANA FARRILL | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| CHERYL KELLY | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| NIKKI ANDRADE | MANAGEMENT TRUSTEE (AS OF 10/23) Trustee or director | 0.3 | $0 |
| MICHELLE RESENDES | MANAGEMENT TRUSTEE (AS OF 10/23) Trustee or director | 0.3 | $0 |
| DONALD ROBER | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| MICHELLE SHEPARD | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| BARBARA WHITNEY | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| PHIL MASSA | LABOR TRUSTEE (AS OF 9/23) Trustee or director | 0.3 | $0 |
| KARA KOSMES | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| TAMMY D'ENTREMONT | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| RICHARD PORCELLI | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| JACQUELINE KOTOWSKI | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| AMY PERREAULT | MANAGEMENT TRUSTEE (EXITED 10/23) Trustee or director | 0.3 | $0 |
| RICHARD IKONEN | MANAGEMENT TRUSTEE (EXITED 10/23) Trustee or director | 0.3 | $0 |
990 for the year ended June 30, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| AMY PERREAULT | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| ANDREA MALEY-ROY | LABOR/CO-CHAIR Trustee or director, Officer | 0.3 | $0 |
| BARBARA WHITNEY | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| CHERYL KELLY | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| CYNTHIA ADLER MIRABU | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| DANA FARRILL | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| DONALD ROBER | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| JACQUELINE KOTOWSKI | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| JEFF CARLSON | MANAGEMENT TRUSTEE (FROM 7/2022) Trustee or director | 0.3 | $0 |
| KARA KOSMES | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| MICHAEL KNIGHT | TREASURER & CO-CHAIR Trustee or director, Officer | 0.3 | $0 |
| MICHELLE SHEPARD | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| RICHARD IKONEN | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
| RICHARD PORCELLI | LABOR TRUSTEE Trustee or director | 0.3 | $0 |
| ROBIN TYLIM | LABOR ALTERNATE Trustee or director | 0.3 | $0 |
| TAMMY D'ENTREMONT | MANAGEMENT TRUSTEE Trustee or director | 0.3 | $0 |
Address and contacts
- Address (IRS master file)
- 758 MARRETT RD, LEXINGTON, MA 02421-7313
- In care of
- % J KILLEEN MINUTEMAN TECH
- Principal officer (990 for 2024)
- MICHAEL KNIGHT, 758 MARRETT ROAD, LEXINGTON, MA 02421
- Signed the 990
- MICHAEL KNIGHT, TREASURER
- Phone
- (781) 861-6500
- Return prepared by
- CBIZ ADVISORS LLC
Mission
THE PURPOSES OF THE TRUST ARE TO NEGOTIATE INSURANCE RATES WITH VARIOUS PROVIDERS, ASSESS AND COLLECT MEMBER PREMIUMS, PAY EXPENDITURES OF THE TRUST, AND INVEST THE TRUST'S DEPOSITS. THE TRUST IS NOT INTENDED TO FUNCTION AS AN INSURANCE COMPANY FOR ITS MEMBERS. RATHER, IT IS A MEANS OF COMBINING THE ADMINISTRATION OF CLAIMS AND OF OBTAINING LOWER INSURANCE RATES.
Program accomplishments
- THE TRUST'S OBJECTIVE IS TO LOWER INSURANCE RATES AND COMBINE ADMINISTRATION OF CLAIMS FOR THE EMPLOYEES OF GREATER LOWELL REGIONAL SCHOOL DISTRICT, MINUTEMAN REGIONAL VOCATIONAL TECHNICAL SCHOOL DISTRICT, NASHOBA VALLEY TECHNICAL HIGH SCHOOL DISTRICT, AND WHITTIER REGIONAL VOCATIONAL TECHNICAL HIGH SCHOOL.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 04-3235427
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1995
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,429,455
- Income (IRS master file)
- $21,903,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,487,559 | $22,716,149 | $17,429,455 | IRS |
| 990 | June 2024 | $21,061,499 | $19,594,745 | $18,461,876 | IRS |
| 990 | June 2023 | $21,462,348 | $18,950,011 | $16,559,040 | XML |
| 990 | June 2022 | $20,558,548 | $18,669,195 | $13,996,752 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 04-3235427).
Questions about MASSACHUSETTS BAY HEALTH CARE TR FUND
- What is the EIN of MASSACHUSETTS BAY HEALTH CARE TR FUND?
- The employer identification number (EIN) of MASSACHUSETTS BAY HEALTH CARE TR FUND is 04-3235427.
- Is MASSACHUSETTS BAY HEALTH CARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1995.
- Are donations to MASSACHUSETTS BAY HEALTH CARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MASSACHUSETTS BAY HEALTH CARE TR FUND 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 MASSACHUSETTS BAY HEALTH CARE TR FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MASSACHUSETTS BAY HEALTH CARE TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MASSACHUSETTS BAY HEALTH CARE TR FUND?
- The 990 for the year ended June 30, 2025 names MICHAEL KNIGHT.
- Who are the officers and directors of MASSACHUSETTS BAY HEALTH CARE TR FUND?
- The 990 for the year ended June 30, 2025 lists 18 people; 0 received compensation from the organization.
- How much revenue does MASSACHUSETTS BAY HEALTH CARE TR FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,487,559, expenses of $22,716,149 and total assets of $17,429,455 at year end.
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