Nonprofit · EIN 52-1126682
NEA MEMBERS INSURANCE TRUST
Tax-exempt · GAITHERSBURG, MD 20878
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $92,519,780 | $95,364,348 | -$2,844,568 | $120,257,196 | $20,540,403 | $99,716,793 |
| August 31, 2024 | 990 | $102,704,192 | $104,470,050 | -$1,765,858 | $123,933,591 | $23,666,656 | $100,266,935 |
| August 31, 2023 | 990 | $97,675,120 | $125,453,352 | -$27,778,232 | $132,885,298 | $29,088,095 | $103,797,203 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $84,112,062
- Investment income
- $8,407,718
- Net gain from sales of assets
- $3,789,514
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $68,795,400
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $19,978
- Accounting fees
- $49,440
- Travel
- $8,172
Balance sheet and other
- Total assets, start of year
- $123,933,591
- Total assets, end of year
- $120,257,196
- Total liabilities, end of year
- $20,540,403
- Net assets, end of year
- $99,716,793
- Publicly traded securities
- $70,753,998
- Gross receipts
- $132,234,900
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- State of legal domicile
- DC
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Noel Candelaria | Chairperson Trustee or director | 1 | $0 | $370,836 | $136,351 |
| Michael McPherson | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mary Ann Blankenship | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Debra Goldberg | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Tyrone Hendrix | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Susan Hussar | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Judy Schaubach | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Denise Specht | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dennis Van Roekel | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2024: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Noel Candelaria | Chairperson Trustee or director | 1 | $0 | $374,141 | $133,849 |
| Michael McPherson | Trustee Trustee or director | 1 | $0 | $292,440 | $116,834 |
| Mary Ann Blankenship | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Debra Goldberg | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Tyrone Hendrix | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Susan Hussar | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Judy Schaubach | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Denise Specht | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dennis Van Roekel | Trustee Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended August 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| Noel Candelaria | Chairperson Trustee or director | 1 | $0 | $365,093 | $124,320 |
| Robert Chanin | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Mary Ann Blankenship | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Debra Goldberg | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Tyrone Hendrix | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Susan Hussar | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Judy Schaubach | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Denise Specht | Trustee Trustee or director | 1 | $0 | $0 | $0 |
| Dennis Van Roekel | Trustee Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- C/O MB 900 CLOPPER ROAD SUITE 300, GAITHERSBURG, MD 20878-0000
- Principal officer (990 for 2024)
- NOEL CANDELARIA, 1201 16TH STREET NW, WASHINGTON, DC 20036
- Signed the 990
- Noel Candelaria, Trustee/Chairperson
- Phone
- (301) 251-9600
Mission
To provide certain employee welfare benefits to National Education Association(NEA) members and their dependents, pursuant to the NEA Members Insurance Plan.
Program accomplishments
- To provide voluntarily purchase life and accidental death and dismemberment insurance to the 3 million NEA members and their dependents. Provide the Complimentary Life program at no cost to the members.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 52-1126682
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1978
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $120,257,196
- Income (IRS master file)
- $132,234,900
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $92,519,780 | $95,364,348 | $120,257,196 | XML |
| 990 | August 2024 | $102,704,192 | $104,470,050 | $123,933,591 | XML |
| 990 | August 2023 | $97,675,120 | $125,453,352 | $132,885,298 | XML |
| 990 | August 2022 | $108,316,678 | $110,025,657 | $153,761,845 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 52-1126682).
Questions about NEA MEMBERS INSURANCE TRUST
- What is the EIN of NEA MEMBERS INSURANCE TRUST?
- The employer identification number (EIN) of NEA MEMBERS INSURANCE TRUST is 52-1126682.
- Is NEA MEMBERS INSURANCE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1978.
- Are donations to NEA MEMBERS INSURANCE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NEA MEMBERS INSURANCE 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 NEA MEMBERS INSURANCE TRUST due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NEA MEMBERS INSURANCE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of NEA MEMBERS INSURANCE TRUST?
- The 990 for the year ended August 31, 2025 names NOEL CANDELARIA.
- Who are the officers and directors of NEA MEMBERS INSURANCE TRUST?
- The 990 for the year ended August 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does NEA MEMBERS INSURANCE TRUST have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $92,519,780, expenses of $95,364,348 and total assets of $120,257,196 at year end.
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