Nonprofit · EIN 27-1802567
ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST
Tax-exempt (reinstated) · GLENVIEW, IL 60025
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,890,902 | $691,302 | $1,199,600 | $10,249,762 | $0 | $10,249,762 |
| December 31, 2023 | 990 | $2,092,617 | $718,842 | $1,373,775 | $9,050,162 | $0 | $9,050,162 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $571,240
- Investment income
- $219,836
- Other revenue
- $1,099,826
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $576,412
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $691,302
Balance sheet and other
- Total assets, start of year
- $9,050,162
- Total assets, end of year
- $10,249,762
- Total liabilities, end of year
- $0
- Net assets, end of year
- $10,249,762
- Gross receipts
- $1,890,902
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2005
- State of legal domicile
- IL
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITY OF ROCKFORD | TRUSTEE Trustee or director | 1 | $0 |
| STATE STREET BANK AND TRUST | INSTITUTIONAL TRUSTEE Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CITY OF ROCKFORD | TRUSTEE Trustee or director | 1 | $0 |
| STATE STREET BANK AND TRUST | INSTITUTIONAL TRUSTEE Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 1701 E LAKE AVE STE 400, GLENVIEW, IL 60025-2062
- In care of
- % BABBITT MUNICIPALITIES INC
- Principal officer (990 for 2024)
- JOEL BABBITT, 1701 E LAKE AVE 400, GLENIVEW, IL 60025
- Signed the 990
- JOEL BABBITT, PLAN ADMINISTRATOR
- Phone
- (773) 427-2064
- Return prepared by
- CONSENCIA LLC
Mission
POST EMPLOYMENT HEALTHCARE FUNDING PLAN
Program accomplishments
- POST EMPLOYMENT HEALTHCARE FUNDING PLANExpenses $691,302 · revenue $1,890,902
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 | Not 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
- 27-1802567
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2012
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $10,249,762
- Income (IRS master file)
- $1,890,902
Revocation and reinstatement
- Exemption revoked
- May 15, 2010
- Posted by the IRS
- October 8, 2012
- Reinstated
- Effective August 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,890,902 | $691,302 | $10,249,762 | IRS |
| 990 | December 2023 | $2,092,617 | $718,842 | $9,050,162 | XML |
| 990 | December 2022 | $649,114 | $2,413,733 | $7,676,387 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 27-1802567).
Questions about ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST
- What is the EIN of ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST?
- The employer identification number (EIN) of ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST is 27-1802567.
- Is ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST tax-exempt?
- Yes. The IRS revoked its exemption on May 15, 2010 and reinstated it effective August 15, 2010.
- Are donations to ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING 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 ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST?
- The 990 for the year ended December 31, 2024 names JOEL BABBITT.
- Who are the officers and directors of ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ROCKFORD PB & PA UNIT 6 RETIREE HEALTHCARE FUNDING TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,890,902, expenses of $691,302 and total assets of $10,249,762 at year end.
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