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Nonprofit · EIN 85-6152252

TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN

Also known as JAMES OWENS TTEE

Tax-exempt · PEMBROKE PNES, FL 33028

Financials

$24.1M$22.5M2023$28.1M$22.8M2024$28.3M$26.1M2025
Revenue Expenses · by fiscal year end
Financials of TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$28,304,119$26,065,635$2,238,484$18,794,018$2,283,645$16,510,373
December 31, 2024990$28,121,541$22,832,524$5,289,017$16,111,765$2,059,095$14,052,670
December 31, 2023990$24,096,360$22,488,522$1,607,838$10,316,954$1,574,865$8,742,089
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$27,719,231
Investment income
$584,888
Net gain from sales of assets
$64,766
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$25,389,298
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$86,925
Accounting fees
$15,000
Program services (functional)
$26,065,635

Balance sheet and other

Total assets, start of year
$16,111,765
Total assets, end of year
$18,794,018
Total liabilities, end of year
$2,283,645
Net assets, end of year
$16,510,373
Publicly traded securities
$14,263,718
Net assets without donor restrictions
$16,510,373
Gross receipts
$103,654,016
Employees
0
Year formed
2020
State of legal domicile
FL

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
Wesley AdwellUnion Trustee
Trustee or director
1$0
Michael McNamaraUnion Trustee
Trustee or director
1$0
Andrew CarterUnion Trustee
Trustee or director
1$0
Justin MartensEmployer Trustee
Trustee or director
1$0
James SnellEmployer Trustee
Trustee or director
1$0
Walter HillEmployer Trustee
Trustee or director
1$0
990 for the year ended December 31, 2024: 6 people
NameTitleHours / weekCompensation
Wesley AdwellUnion Trustee
Trustee or director
1$0
Michael McNamaraUnion Trustee
Trustee or director
1$0
Andrew CarterUnion Trustee
Trustee or director
1$0
Justin MartensEmployer Trustee
Trustee or director
1$0
James SnellEmployer Trustee
Trustee or director
1$0
Walter HillEmployer Trustee
Trustee or director
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
Wesley AdwellUnion Trustee
Trustee or director
1$0
Ken HuffUnion Trustee
Trustee or director
1$0
Andrew CarterUnion Trustee
Trustee or director
1$0
Justin MartensEmployer Trustee
Trustee or director
1$0
James SnellEmployer Trustee
Trustee or director
1$0
Douglas BurkettEmployer Trustee
Trustee or director
1$0

Address and contacts

Address (IRS master file)
2010 NW 150TH AVE STE 200, PEMBROKE PNES, FL 33028-2888
In care of
% JAMES OWENS
Principal officer (990 for 2025)
Andrew Carter, 3116 North Blvd, Tampa, FL 33603
Signed the 990
Andrew Carter, Trustee
Phone
(800) 842-5899
Return prepared by
LaPadula Carlson Co

Mission

The Fund is a single employer benefit plan established to provide health, dental, vision and disability benefits to eligible participants and their dependents.

990 for the year ended December 31, 2025

Program accomplishments

  • Benefits and administrative expenses
    Expenses $26,065,635

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
85-6152252
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2022
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$18,794,018
Income (IRS master file)
$103,654,016

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$28,304,119$26,065,635$18,794,018XML
990December 2024$28,121,541$22,832,524$16,111,765XML
990December 2023$24,096,360$22,488,522$10,316,954XML
990December 2022$22,640,054$18,921,837$7,158,272IRS
990December 2021–––IRS
990December 2020–––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 85-6152252).

Questions about TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN

What is the EIN of TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN?
The employer identification number (EIN) of TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN is 85-6152252.
Is TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2022.
Are donations to TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN 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 TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN?
The 990 for the year ended December 31, 2025 names Andrew Carter.
Who are the officers and directors of TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN?
The 990 for the year ended December 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLAN have?
On its 990 for the year ended December 31, 2025 it reported revenue of $28,304,119, expenses of $26,065,635 and total assets of $18,794,018 at year end.

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