Nonprofit · EIN 73-1668021
CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR
Also known as RAVINA GIOVANNI TTEE
Tax-exempt · RACINE, WI 53404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,650,880 | $2,106,896 | -$456,016 | $18,076,430 | $0 | $18,076,430 |
| December 31, 2023 | 990 | $1,924,684 | $1,825,033 | $99,651 | $18,352,837 | $0 | $18,352,837 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $446,226
- Investment income
- $1,204,654
- Net gain from sales of assets
- $49,301
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,106,896
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $2,106,896
Balance sheet and other
- Total assets, start of year
- $18,352,837
- Total assets, end of year
- $18,076,430
- Total liabilities, end of year
- $0
- Net assets, end of year
- $18,076,430
- Publicly traded securities
- $18,076,430
- Gross receipts
- $3,784,501
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2002
- State of legal domicile
- DE
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 |
|---|---|---|---|
| EMPOWER | TRUSTEE Institutional trustee | 0 | $0 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EMPOWER | TRUSTEE Institutional trustee | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 STATE ST, RACINE, WI 53404-3343
- In care of
- % JULIE TENNIE
- Principal officer (990 for 2024)
- Tekla Pedigo, 700 STATE STREET, RACINE, WI 53404
- Signed the 990
- Tekla Pedigo, Head of Total Rewards, NA
- Phone
- (262) 636-6004
- Return prepared by
- Willis Towers Watson US LLC
Mission
TO PROVIDE RETIREES WITH A MEDICAL SAVINGS PLAN
Program accomplishments
- BENEFITS PAID FOR MEMBERSExpenses $2,106,896
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
- 73-1668021
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $18,076,430
- Income (IRS master file)
- $3,784,501
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,650,880 | $2,106,896 | $18,076,430 | XML |
| 990 | December 2023 | $1,924,684 | $1,825,033 | $18,352,837 | XML |
| 990 | December 2022 | $1,317,668 | $1,563,525 | $17,406,586 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 73-1668021).
Questions about CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR
- What is the EIN of CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR?
- The employer identification number (EIN) of CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR is 73-1668021.
- Is CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR 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 CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR 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 CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR 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 CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR?
- The 990 for the year ended December 31, 2024 names Tekla Pedigo.
- Who are the officers and directors of CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does CASE NEW HOLLAND INC RETIREE MEDICAL SAVINGS ACCOUNT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,650,880, expenses of $2,106,896 and total assets of $18,076,430 at year end.
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