Nonprofit · EIN 20-7198006
R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST
Tax-exempt · NORTH OLMSTED, OH 44070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $1,866,653 | $1,843,101 | $23,552 | $165,625 | $0 | $165,625 |
| October 31, 2024 | 990 | $1,717,409 | $1,634,481 | $82,928 | $142,073 | $0 | $142,073 |
| October 31, 2023 | 990 | $1,097,411 | $1,228,249 | -$130,838 | $59,145 | $0 | $59,145 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,426,738
- Investment income
- $827
- Other revenue
- $439,088
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,843,010
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $142,073
- Total assets, end of year
- $165,625
- Total liabilities, end of year
- $0
- Net assets, end of year
- $165,625
- Gross receipts
- $1,866,653
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2006
- State of legal domicile
- OH
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCH LAPIN | PRESIDENT/TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCH LAPIN | PRESIDENT/TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MITCH LAPIN | PRESIDENT/TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 31269 BRADLEY RD, NORTH OLMSTED, OH 44070-3875
- In care of
- % GREGORY FREEH
- Principal officer (990 for 2024)
- MITCH LAPIN, 31269 BRADLEY ROAD, NORTH OLMSTED, OH 44070
- Signed the 990
- MITCH LAPIN, TRUSTEE/PRESIDENT
- Phone
- (440) 716-4000
- Return prepared by
- HOBE & LUCAS CPAS
Mission
TO PROVIDE MEDICAL AND MEDICAL RELATED BENEFITS TO ELIGIBLE EMPLOYEES OF THE FORTNEY COMPANIES.
Program accomplishments
- TO PROVIDE MEDICAL AND MEDICAL RELATED BENEFITS FOR THE EMPLOYEES OF THE FORTNEY COMPANIES IN ACCORDANCE WITH THE TERMS AND CONDITIONS OF THE R.L. FORTNEY MANAGEMENT, INC. VOLUNTARY EMPLOYEES' BENEFICIARY ASSOCIATION (VEBA) AND THE RELATED BENEFITS TRUST.
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 20-7198006
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $165,625
- Income (IRS master file)
- $1,866,653
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $1,866,653 | $1,843,101 | $165,625 | XML |
| 990 | October 2024 | $1,717,409 | $1,634,481 | $142,073 | XML |
| 990 | October 2023 | $1,097,411 | $1,228,249 | $59,145 | XML |
| 990 | October 2022 | $1,603,370 | $1,452,727 | $189,983 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 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 20-7198006).
Questions about R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST
- What is the EIN of R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST?
- The employer identification number (EIN) of R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST is 20-7198006.
- Is R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does R L FORTNEY MANAGEMENT INC HEALTH BENEFITS 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 R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST?
- The 990 for the year ended October 31, 2025 names MITCH LAPIN.
- Who are the officers and directors of R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST?
- The 990 for the year ended October 31, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does R L FORTNEY MANAGEMENT INC HEALTH BENEFITS TRUST have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $1,866,653, expenses of $1,843,101 and total assets of $165,625 at year end.
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