Nonprofit · EIN 20-7238585
VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN
Tax-exempt · BRENTWOOD, NY 11717
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $7,884,864 | $1,031,407 | $6,853,457 | $67,678,943 | $0 | $67,678,943 |
| December 31, 2024 | 990 | $7,735,811 | $970,733 | $6,765,078 | $60,820,244 | $0 | $60,820,244 |
| December 31, 2023 | 990 | $6,222,724 | $900,052 | $5,322,672 | $54,050,044 | $0 | $54,050,044 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $460,000
- Investment income
- $7,424,864
- Net gain from sales of assets
- $4,678,081
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,031,407
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $1,031,407
Balance sheet and other
- Total assets, start of year
- $60,820,244
- Total assets, end of year
- $67,678,943
- Total liabilities, end of year
- $0
- Net assets, end of year
- $67,678,943
- Publicly traded securities
- $67,673,866
- Gross receipts
- $8,682,210
- Employees
- 0
- Year formed
- 2006
- State of legal domicile
- VA
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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED BRYANT | CHAIRMAN Trustee or director | 1 | $0 |
| HIL RICHARDSON | BOARD MEMBER Trustee or director | 1 | $0 |
| STEVEN MINTZ | SECRETARY Trustee or director | 1 | $0 |
| DAVID HENDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA WATSON | VICE CHAIR Trustee or director | 1 | $0 |
| JAMIE BAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| PRINCIPAL BANK - PCS TAX | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN MINTZ | SECRETARY Trustee or director | 1 | $0 |
| DAVID HENDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA WATSON | VICE CHAIR Trustee or director | 1 | $0 |
| JAMIE BAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED BRYANT | CHAIRMAN Trustee or director | 1 | $0 |
| HIL RICHARDSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| STEVEN MINTZ | SECRETARY Trustee or director | 1 | $0 |
| DAVID HENDERSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LISA WATSON | VICE CHAIR Trustee or director | 1 | $0 |
| JAMIE BAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| FRED BRYANT | CHAIRMAN Trustee or director | 1 | $0 |
| HIL RICHARDSON | BOARD MEMBER Trustee or director | 1 | $0 |
| TRUIST BANK | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 9006, BRENTWOOD, NY 11717-9006
- In care of
- % PRINCIPAL BANK TTEE
- Principal officer (990 for 2025)
- PRINCIPAL BANK - PCS TAX, PO BOX 10316, DES MOINES, IA 50306
- Signed the 990
- PRINCIPAL BANK - PCS TAX, TRUSTEE
- Phone
- (602) 562-0883
- Return prepared by
- PWC US TAX LLP
Mission
TO PROVIDE BENEFITS FOR PARTICIPANTS IN THE PLAN
Program accomplishments
- PROVIDED BENEFITS FOR PLAN PARTICIPANTS
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 20-7238585
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $67,678,943
- Income (IRS master file)
- $8,682,210
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $7,884,864 | $1,031,407 | $67,678,943 | IRS |
| 990 | December 2024 | $7,735,811 | $970,733 | $60,820,244 | IRS |
| 990 | December 2023 | $6,222,724 | $900,052 | $54,050,044 | XML |
| 990 | December 2022 | $6,218,548 | $1,525,477 | $48,740,576 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 20-7238585).
Questions about VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN
- What is the EIN of VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN?
- The employer identification number (EIN) of VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN is 20-7238585.
- Is VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN 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 VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN?
- The 990 for the year ended December 31, 2025 names PRINCIPAL BANK - PCS TAX.
- Who are the officers and directors of VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN?
- The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does VIRGINIA HOUSING DEVELOPMENT AUTHORITY RETIREE HEALTH CARE PLAN have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $7,884,864, expenses of $1,031,407 and total assets of $67,678,943 at year end.
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