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EIN 20-7198006

RL Fortney Management Health Benefits Trust

IRS 501(c) type
501(c)(9)
Num. employees
0
City
North Olmsted
State
Ohio
Year formed
2006
Most recent tax filings
2023-10-01
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
Description
The RL Fortney Management Health Benefits Trust provides medical and medical related benefits to eligible employees of the Fortney Companies in accordance with the terms and conditions of the R.L. Fortney Management, Inc. Voluntary Employees' Beneficiary Association (VEBA) and the related Benefits Trust.
Total revenues
$1,097,411
2023
Total expenses
$1,228,249
2023
Total assets
$59,145
2023
Num. employees
0
2023

Program areas at RL Fortney Management Health Benefits Trust

To provide medical and medical related Benefits for the employees of the Fortney companies in accordance with the terms and conditions of the r.lRL.l. Fortney Management, Inc. Voluntary employees' beneficiary association (veba) and the related Benefits Trust.

Personnel at RL Fortney Management Health Benefits Trust

NameTitleCompensation
Mitch LapinTrustee and President$0

Financials for RL Fortney Management Health Benefits Trust

RevenuesFYE 10/2023
Total grants, contributions, etc.$0
Program services$1,046,783
Investment income and dividends$28
Tax-exempt bond proceeds$0
Royalty revenue$0
Net rental income$0
Net gain from sale of non-inventory assets$0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous revenues$50,600
Total revenues$1,097,411

Form 990s for RL Fortney Management Health Benefits Trust

Fiscal year endingDate received by IRSFormPDF link
2023-102024-09-09990View PDF
2022-102023-09-08990View PDF
2021-102022-09-02990View PDF
2020-102021-09-13990View PDF
2018-102019-11-08990View PDF
...and 9 more Form 990s
Data update history
November 7, 2023
Posted financials
Added Form 990 for fiscal year 2022
August 17, 2023
Posted financials
Added Form 990 for fiscal year 2021
August 2, 2022
Posted financials
Added Form 990 for fiscal year 2020
July 22, 2022
Updated personnel
Identified 1 new personnel
September 30, 2020
Posted financials
Added Form 990 for fiscal year 2018
Nonprofit Types
Fraternal societiesMutual assistance organizations
Issues
Health
Characteristics
No full-time employees
General information
Address
31269 Bradley Rd
North Olmsted, OH 44070
Metro area
Cleveland-Elyria, OH
County
Cuyahoga County, OH
Phone
(440) 716-4000
IRS details
EIN
20-7198006
Fiscal year end
October
Taxreturn type
Form 990
Year formed
2006
Eligible to receive tax-deductible contributions (Pub 78)
No
Categorization
NTEE code, primary
Y40: Fraternal Beneficiary Societies and Voluntary Employees Associations
NAICS code, primary
525120: Health and Welfare Funds
Parent/child status
Independent
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