Nonprofit · EIN 41-3296301
CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT
Tax-exempt · BOSTON, MA 02115
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $238,354 | $222 | $238,132 | $1,603,132 | $0 | $1,603,132 |
| September 30, 2024 | 990 | $1,365,000 | $0 | $1,365,000 | $1,365,000 | $0 | $1,365,000 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $210,000
- Investment income
- $28,354
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $222
- Management and general (functional)
- $222
Balance sheet and other
- Total assets, start of year
- $1,365,000
- Total assets, end of year
- $1,603,132
- Total liabilities, end of year
- $0
- Net assets, end of year
- $1,603,132
- Publicly traded securities
- $1,603,091
- Gross receipts
- $238,354
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2024
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
990 for the year ended September 30, 2024: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATRIX TRUST COMPANY | TRUSTEE Institutional trustee | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 300 LONGWOOD AVE, BOSTON, MA 02115-5724
- In care of
- % CARDIOVASCULAR SURGICAL FOUNDATIO
- Principal officer (990 for 2024)
- MATRIX TRUST COMPANY, 717 17TH STREET SUITE 1300, DENVER, CO 80202
- Signed the 990
- MATRIX TRUST COMPANY, TRUSTEE
- Phone
- (617) 355-7008
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO FUND REIMBURSEMENT OF MEDICAL EXPENSES UNDER A HEALTH REIMBURSEMENT ARRANGEMENT.
Program accomplishments
- PLAN WAS FUNDED IN INITIAL YEAR. HEALTH REIMBURSEMENT ARRANGEMENT BY ORGANIZATION HAD APPROXIMATELY 6 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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 16, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 17, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 18, 2025 | 990 on file |
IRS record
- EIN
- 41-3296301
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2026
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $1,603,132
- Income (IRS master file)
- $238,354
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $238,354 | $222 | $1,603,132 | XML |
| 990 | September 2024 | $1,365,000 | $0 | $1,365,000 | XML |
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 41-3296301).
Questions about CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT
- What is the EIN of CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT?
- The employer identification number (EIN) of CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT is 41-3296301.
- Is CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2026.
- Are donations to CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT 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 CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT?
- The 990 for the year ended September 30, 2025 names MATRIX TRUST COMPANY.
- Who are the officers and directors of CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT?
- The 990 for the year ended September 30, 2025 lists 1 person; 0 received compensation from the organization.
- How much revenue does CARDIOVASCULAR SURGICAL FOUNDATION INC RETIREE MEDICAL SAVINGS ACCT have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $238,354, expenses of $222 and total assets of $1,603,132 at year end.
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