Nonprofit · EIN 11-3805568
GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST
Also known as HEALTH BOARD TTEE
Tax-exempt · BALTIMORE, MD 21202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $265,789,149 | $44,793,309 | $220,995,840 | $1,081,192,233 | $17,154,658 | $1,064,037,575 |
| March 31, 2024 | 990 | $100,409,058 | $49,255,994 | $51,153,064 | $824,773,751 | $847,583 | $823,926,168 |
| March 31, 2023 | 990 | $135,060,275 | $46,736,643 | $88,323,632 | $763,783,902 | $524,381 | $763,259,521 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $240,975,769
- Investment income
- $30,525,683
- Other revenue
- -$5,712,303
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $40,933,013
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $824,773,751
- Total assets, end of year
- $1,081,192,233
- Total liabilities, end of year
- $17,154,658
- Net assets, end of year
- $1,064,037,575
- Publicly traded securities
- $848,966,935
- Gross receipts
- $265,789,149
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2007
- State of legal domicile
- MD
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE BLACKBURN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN SPANOS | TRUSTEE Trustee or director | 1 | $0 |
| HYMIE ELHAI | TRUSTEE Trustee or director | 1 | $0 |
| SAM MCCULLUM | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT SMITH | TRUSTEE Trustee or director | 1 | $0 |
| HOBY BRENNER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE BLACKBURN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN SPANOS | TRUSTEE Trustee or director | 1 | $0 |
| HYMIE ELHAI | TRUSTEE Trustee or director | 1 | $0 |
| SAM MCCULLUM | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT SMITH | TRUSTEE Trustee or director | 1 | $0 |
| HOBY BRENNER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended March 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KATIE BLACKBURN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN SPANOS | TRUSTEE Trustee or director | 1 | $0 |
| HYMIE ELHAI | TRUSTEE Trustee or director | 1 | $0 |
| SAM MCCULLUM | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT SMITH | TRUSTEE Trustee or director | 1 | $0 |
| HOBY BRENNER | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 200 SAINT PAUL ST STE 2420, BALTIMORE, MD 21202-2008
- Principal officer (990 for 2024)
- MICHAEL MILLER, 200 ST PAUL STREET 2420, BALTIMORE, MD 21202
- Signed the 990
- MICHAEL MILLER, PLAN DIRECTOR
- Phone
- (800) 638-3186
- Return prepared by
- MITCHELL & TITUS LLP
Mission
TO HELP FORMER ELIGIBLE PLAYERS OF THE NATIONAL FOOTBALL LEAGUE PAY MEDICAL EXPENSES IN ACCORDANCE WITH THE TERMS OF THE GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN.
Program accomplishments
- TO HELP FORMER ELIGIBLE PLAYERS OF THE NATIONAL FOOTBAL LEAGUE PAY MEDICAL EXPENSES INCURRED BY THEMSELVES AND THEIR ELIGIBLE FAMILY MEMBERS.Expenses $44,793,309
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 11-3805568
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,081,192,233
- Income (IRS master file)
- $265,789,149
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $265,789,149 | $44,793,309 | $1,081,192,233 | XML |
| 990 | March 2024 | $100,409,058 | $49,255,994 | $824,773,751 | XML |
| 990 | March 2023 | $135,060,275 | $46,736,643 | $763,783,902 | XML |
| 990 | March 2022 | $10,709,473 | $42,099,215 | $687,634,707 | IRS |
| 990 | March 2021 | – | – | – | 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 11-3805568).
Questions about GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST
- What is the EIN of GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST?
- The employer identification number (EIN) of GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST is 11-3805568.
- Is GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN 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 GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST?
- The 990 for the year ended March 31, 2025 names MICHAEL MILLER.
- Who are the officers and directors of GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST?
- The 990 for the year ended March 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does GENE UPSHAW NFL PLAYER HEALTH REIMBURSEMENT ACCOUNT PLAN TRUST have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $265,789,149, expenses of $44,793,309 and total assets of $1,081,192,233 at year end.
Other nonprofits in BALTIMORE
- 88 PLAN EIN 11-3805565 · last filed 990 for 2025
- STEAMSHIP TRADE ASSN OF BALTIMORE INTL LONGSHOREMENS ASSN BEN FUND EIN 52-0575721 · last filed 990 for 2025
- SERVICE BENEFIT PLAN ADMINISTRATIVE SERVICES CORPORATION VEBA EIN 74-3165262 · last filed 990 for 2024
- MARYLAND SCOTTISH RITE CHARITABLE FOUNDATION INC EIN 52-1300481 · last filed 990 for 2025
- JEWISH CEMETERY ASSOCIATION OF GREATER BALTIMORE INC EIN 52-2178573 · last filed 990 for 2025
- BLACKS IN INDUSTRIAL ORGANIZATIONAL PSYCHOLOGY INCORPORATED EIN 85-4188176 · last filed 990-EZ for 2025
- KPIPP INC EIN 84-4856659 · last filed 990-PF for 2026
- FRATERNAL ORDER OF POLICE CENTRAL HOME DETENTION LODGE 113 INC EIN 52-1884474 · last filed 990-EZ for 2025
All nonprofits in BALTIMORE · Maryland · Mutual and membership benefit