Public Charity

MASSACHUSETTS BAY HEALTH CARE TRUST FUND

MASSACHUSETTS BAY HEALTH CARE TRUST FUND, of LEXINGTON, MA, is a Public Charity tracked in Imperigo's IRS 990 database. The 2025 filing shows $21.5M in revenue, $22.7M in expenses, $17.4M in total assets.

EIN: 043235427 LEXINGTON, MA Latest filing: 2025
Total Revenue$21.5M
Total Expenses$22.7M
Total Assets$17.4M
Grant Records0
Filing Years2021–2025

Mission

THE PURPOSES OF THE TRUST ARE TO NEGOTIATE INSURANCE RATES WITH VARIOUS PROVIDERS, ASSESS AND COLLECT MEMBER PREMIUMS, PAY EXPENDITURES OF THE TRUST, AND INVEST THE TRUST'S DEPOSITS. THE TRUST IS NOT INTENDED TO FUNCTION AS AN INSURANCE COMPANY FOR ITS MEMBERS. RATHER, IT IS A MEANS OF COMBINING THE ADMINISTRATION OF CLAIMS AND OF OBTAINING LOWER INSURANCE RATES.

Where $100 goes at Massachusetts Bay Health Care Trust Fund

How Massachusetts Bay Health Care Trust Fund divides every $100 it spends, from its own Form 990 filings, averaged across 9 years.

$99 Programs the work itself
$1 Management running the organization
$0 Fundraising none reported

No fundraising costs are reported. That often means fundraising runs through a separate affiliated organization that files its own return.

Inside the $99 for programs

$99
The trust's objective is to lower insurance rates and combine administration of claims for the employees of greater lowell regional school district, minuteman regional vocational technical school district…
All program spending
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Source: Form 990 filings with the IRS, latest fiscal year 2025. Shares are from the organization's reported expenses. Data by Imperigo; not affiliated with the IRS.

Officers & Directors

LABOR/CO-CHAIR Andrea Maley-Roy
LABOR TRUSTEE Barbara Whitney
LABOR TRUSTEE Cheryl Kelly
LABOR TRUSTEE Dana Farrill
MANAGEMENT TRUSTEE Donald Rober
LABOR Holly Mcanespie

Officer compensation and complete director data available with membership.

Financial Trends

Year Revenue Expenses Assets
2025 $21.5M $22.7M $17.4M
2024 $21.1M $19.6M $18.5M
2023 $21.5M $19.0M $16.6M
2022 $20.6M $18.7M $14.0M
2021 $19.5M $16.7M $12.8M

Between 2021 and 2025, reported annual revenue grew from $19.5M to $21.5M (+10%), with total assets most recently reported at $17.4M.

Interactive year-over-year charts and full filing details available with membership.

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