Nonprofit · EIN 82-4019223
MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST
Tax-exempt · BRONX, NY 10467
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $85,266,481 | $65,422,924 | $19,843,557 | $473,790,715 | $434,727,837 | $39,062,878 |
| December 31, 2023 | 990 | $76,517,409 | $86,900,505 | -$10,383,096 | $400,515,243 | $399,616,834 | $898,409 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $85,266,481
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $9,647
- Salaries, compensation and benefits (total)
- $9,647
- Professional fundraising fees
- $0
- Program services (functional)
- $65,422,924
Balance sheet and other
- Total assets, start of year
- $400,515,243
- Total assets, end of year
- $473,790,715
- Total liabilities, end of year
- $434,727,837
- Net assets, end of year
- $39,062,878
- Publicly traded securities
- $14,218,278
- Net assets without donor restrictions
- $39,062,878
- Gross receipts
- $85,266,481
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2018
- State of legal domicile
- NY
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 |
|---|---|---|---|
| COMERICA BANK TRUST | SOLE CORPORATE TRUSTEE Institutional trustee | 0.5 | $9,647 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| COMERICA BANK & TRUST | SOLE CORPORATE TRUSTEE Institutional trustee | 0.5 | $10,220 |
Address and contacts
- Address (IRS master file)
- 111 E 210TH ST, BRONX, NY 10467-2401
- In care of
- % EVAN RESNICK
- Principal officer (990 for 2024)
- COLLEEN M BLYE, 111 EAST 210TH STREET, BRONX, NY 104672401
- Signed the 990
- COLLEEN M BLYE, OFFICER
- Phone
- (914) 349-8455
- Return prepared by
- ERNST & YOUNG US LLP
Mission
TO PROVIDE FOR THE DISCHARGE OF LIABILITIES OF THE SETTLEMENT OF CLAIMS AGAINST, AND THE REIMBURSEMENT OF LOSSES SUFFERED BY, THE GRANTOR AND ITS CONTROLLED ENTITIES IN CONNECTION WITH ITS CHARITABLE OPERATIONS.
Program accomplishments
- MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM SELF INSURANCE TRUST IS A SECTION 501(C)(3) SUPPORTING ORGANIZATION, ORGANIZED AND OPERATED FOR THE BENEFIT OF MONTEFIORE EINSTEIN, INC. AND ITS CONTROLLED SUPPORTED ORGANIZATIONS. MONTEFIORE MEDICINE ACADEMIC HEALTH SYSTEM SELF INSURANCE TRUST WAS FORMED BY MMAHS, A SECTION 501(C)(3) PARENT OF AN INTEGRATED HEALTHCARE DELIVERY SYSTEM, COMPRISED PRIMARILY OF SECTION 501(C)(3) HOSPITAL ORGANIZATIONS. THE TRUST WAS FORMED TO SATISFY THE MALPRACTICE CLAIMS OF MMAHS AND ITS CONTROLLED ENTITIES AND TO PROTECT MMAHS, ITS CONTROLLED ENTITIES AND COVERED PERSONS AGAINST LOSSES AND EXPENSES ARISING FROM MEDICAL MALPRACTICE LIABILITIES. THE SOLE PURPOSE OF THE TRUST IS TO PROVIDE FOR THE DISCHARGE OF LIABILITIES OF THE SETTLEMENT OF CLAIMS AGAINST, AND THE REIMBURSEMENT OF LOSSES SUFFERED BY, MMAHS AND ITS CONTROLLED ENTITIES.Expenses $65,422,924 · revenue $85,266,481
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
- 82-4019223
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Supporting organization, Type II
- Donations deductible (Pub 78)
- Supporting organization, 50% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Health care (E11)
- Assets (IRS master file)
- $473,790,715
- Income (IRS master file)
- $85,266,481
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $85,266,481 | $65,422,924 | $473,790,715 | IRS |
| 990 | December 2023 | $76,517,409 | $86,900,505 | $400,515,243 | XML |
| 990 | December 2022 | $74,840,098 | $85,367,169 | $326,684,703 | 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 82-4019223).
Questions about MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST
- What is the EIN of MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST?
- The employer identification number (EIN) of MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST is 82-4019223.
- Is MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST tax-deductible?
- Yes. It is listed in IRS Publication 78 (Supporting organization, 50% limit).
- Which annual return does MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST 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 MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST 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 MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST 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 MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST?
- The 990 for the year ended December 31, 2024 names COLLEEN M BLYE.
- Who are the officers and directors of MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST?
- The 990 for the year ended December 31, 2024 lists 1 person; 1 received compensation from the organization, the highest $9,647 (COMERICA BANK TRUST, SOLE CORPORATE TRUSTEE).
- How much revenue does MONTEFIORE MEDICINE ACADEMIC HEALTH SELF INSURANCE TRIST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $85,266,481, expenses of $65,422,924 and total assets of $473,790,715 at year end.
Other nonprofits in BRONX
- BRONXCARE HEALTH SYSTEM EIN 13-1974191 · last filed 990 for 2024
- ST BARNABAS HOSPITAL EIN 13-1740122 · last filed 990 for 2024
- MONTEFIORE HEALTH SYSTEM INC EIN 20-1615393 · last filed 990 for 2024
- PARTNERS HEALTH PLAN INC EIN 46-1496685 · last filed 990 for 2024
- URBAN HEALTH PLAN INC EIN 23-7360305 · last filed 990 for 2024
- CALVARY HOSPITAL INC EIN 13-1740274 · last filed 990 for 2024
- HEBREW HOME FOR THE AGED EIN 13-1739971 · last filed 990 for 2024
- MORRIS HEIGHTS HEALTH CENTER INC EIN 06-1081232 · last filed 990 for 2025