ROBERT F KENNEDY FARM WORKERS MEDICAL PLAN: Form 990, tax year 2024

View the entire original 990 at ProPublica ↗

Organization: ROBERT F KENNEDY FARM WORKERS MEDICAL PLAN (EIN 94-6186170)
Tax period: 2024-09-01 to 2025-08-31
Filed: 2026-07-15
IRS object ID: 202621969349303062
Schema version: 2024v5.0
Source: Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header
Form 990
Schedule O

Return header ReturnHeader

Field	Value	IRS element (for citing)
Return	2026-07-15T19:02:55-04:00	ReturnTs
Tax Period End	2025-08-31	TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

Field	Value	IRS element (for citing)
Preparer Firm EIN	261356482	PreparerFirmEIN

Preparer Firm Name PreparerFirmName

Field	Value	IRS element (for citing)
Business Name Line1	MENDEZ PETTY MORENO LLP	BusinessNameLine1Txt

Preparer US Address PreparerUSAddress

Field	Value	IRS element (for citing)
Address Line1	3040 19TH STREET	AddressLine1Txt
City	BAKERSFIELD	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93301	ZIPCd

Field	Value	IRS element (for citing)
Return Type	990	ReturnTypeCd
Tax Period Begin	2024-09-01	TaxPeriodBeginDt

Filer Filer

Field	Value	IRS element (for citing)
EIN	946186170	EIN

Business Name BusinessName

Field	Value	IRS element (for citing)
Business Name Line1	ROBERT F KENNEDY FARM WORKERS	BusinessNameLine1Txt
Business Name Line2	MEDICAL PLAN	BusinessNameLine2Txt

Field	Value	IRS element (for citing)
Business Name Control	ROBE	BusinessNameControlTxt
Phone	6618236900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 47	AddressLine1Txt
City	KEENE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93531	ZIPCd

Business Officer BusinessOfficerGrp

Field	Value	IRS element (for citing)
Person	PATRICK J PINE	PersonNm
Person Title	ADMINISTRATOR	PersonTitleTxt
Phone	6618236900	PhoneNum
Signature	2026-07-15	SignatureDt
Discuss With Paid Preparer	Yes (true)	DiscussWithPaidPreparerInd

Field	Value	IRS element (for citing)
IRS Responsible Prty Info Curr	false	IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

Field	Value	IRS element (for citing)
Preparer Person	ABEL MORENO	PreparerPersonNm
PTIN	P01292146	PTIN
Phone	6618647880	PhoneNum
Preparation	2026-07-15	PreparationDt

Field	Value	IRS element (for citing)
Tax	2024	TaxYr
Build TS	2025-03-06 01:10:19Z	BuildTS

Form 990 IRS990

Field	Value	IRS element (for citing)
Principal Officer	PATRICK J PINE	PrincipalOfficerNm

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 62	AddressLine1Txt
City	KEENE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93531	ZIPCd

Field	Value	IRS element (for citing)
Gross Receipts	$23,857,619	GrossReceiptsAmt
Group Return For Affiliates	false	GroupReturnForAffiliatesInd
Organization501c	Yes (X)	Organization501cInd
Type Of Organization Trust	Yes (X)	TypeOfOrganizationTrustInd
Legal Domicile State	CA	LegalDomicileStateCd
Activity Or Mission	PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS OF THE ROBERT F KENNEDY PLAN.	ActivityOrMissionDesc
Voting Members Governing Body	5	VotingMembersGoverningBodyCnt
Voting Members Independent	5	VotingMembersIndependentCnt
Total Employee	19	TotalEmployeeCnt
Total Gross UBI	$0	TotalGrossUBIAmt
CY Contributions Grants	$0	CYContributionsGrantsAmt
PY Program Service Revenue	$24,705,564	PYProgramServiceRevenueAmt
CY Program Service Revenue	$22,903,455	CYProgramServiceRevenueAmt
PY Investment Income	$1,442,684	PYInvestmentIncomeAmt
CY Investment Income	$954,164	CYInvestmentIncomeAmt
CY Other Revenue	$0	CYOtherRevenueAmt
PY Total Revenue	$26,148,248	PYTotalRevenueAmt
CY Total Revenue	$23,857,619	CYTotalRevenueAmt
CY Grants And Similar Paid	$0	CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members	$19,004,498	PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members	$23,157,239	CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid	$626,365	PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid	$649,281	CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns	$0	CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense	$0	CYTotalFundraisingExpenseAmt
PY Other Expenses	$1,572,835	PYOtherExpensesAmt
CY Other Expenses	$1,474,787	CYOtherExpensesAmt
PY Total Expenses	$21,203,698	PYTotalExpensesAmt
CY Total Expenses	$25,281,307	CYTotalExpensesAmt
PY Revenues Less Expenses	$4,944,550	PYRevenuesLessExpensesAmt
CY Revenues Less Expenses	-$1,423,688	CYRevenuesLessExpensesAmt
Total Assets BOY	$17,550,553	TotalAssetsBOYAmt
Total Assets EOY	$16,126,865	TotalAssetsEOYAmt
Total Liabilities EOY	$0	TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY	$17,550,553	NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY	$16,126,865	NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part III	Yes (X)	InfoInScheduleOPartIIIInd
Mission	PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS OF THE ROBERT F KENNEDY PLAN.	MissionDesc
Significant New Program Srvc	false	SignificantNewProgramSrvcInd
Significant Change	false	SignificantChangeInd
Desc	THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO AN ESTIMATED 3,354 PARTICIPANTS. MOST PARTICIPANTS WERE LOW PAID FARM WORKERS.	Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp

Field	Value	IRS element (for citing)
Desc	THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO AN ESTIMATED 3,354 PARTICIPANTS. MOST PARTICIPANTS WERE LOW PAID FARM WORKERS.	Desc

Field	Value	IRS element (for citing)
Described In Section501c3	false	DescribedInSection501c3Ind
Schedule B Required	false	ScheduleBRequiredInd
Political Campaign Acty	false	PoliticalCampaignActyInd
Subject To Proxy Tax	false	SubjectToProxyTaxInd
Donor Advised Fund	false	DonorAdvisedFundInd
Conservation Easements	false	ConservationEasementsInd
Collections Of Art	false	CollectionsOfArtInd
Credit Counseling	false	CreditCounselingInd
Donor Rstr Or Quasi Endowments	false	DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment	false	ReportLandBuildingEquipmentInd
Report Investments Other Sec	false	ReportInvestmentsOtherSecInd
Report Program Related Invst	false	ReportProgramRelatedInvstInd
Report Other Assets	false	ReportOtherAssetsInd
Report Other Liabilities	false	ReportOtherLiabilitiesInd
Include FIN48 Footnote	false	IncludeFIN48FootnoteInd
Independent Audit Fincl Stmt	false	IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt	false	ConsolidatedAuditFinclStmtInd
School Operating	false	SchoolOperatingInd
Foreign Office	false	ForeignOfficeInd
Foreign Activities	false	ForeignActivitiesInd
More Than5000 K To Org	false	MoreThan5000KToOrgInd
More Than5000 K To Individuals	false	MoreThan5000KToIndividualsInd
Professional Fundraising	false	ProfessionalFundraisingInd
Fundraising Activities	false	FundraisingActivitiesInd
Gaming Activities	false	GamingActivitiesInd
Operate Hospital	false	OperateHospitalInd
Grants To Organizations	false	GrantsToOrganizationsInd
Grants To Individuals	false	GrantsToIndividualsInd
Schedule J Required	false	ScheduleJRequiredInd
Tax Exempt Bonds	false	TaxExemptBondsInd
Loan Outstanding	false	LoanOutstandingInd
Grant To Related Person	false	GrantToRelatedPersonInd
Business Rln With Org Mem	false	BusinessRlnWithOrgMemInd
Business Rln With Fam Mem	false	BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent	false	BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri	false	DeductibleNonCashContriInd
Deductible Art Contribution	false	DeductibleArtContributionInd
Terminate Operations	false	TerminateOperationsInd
Partial Liquidation	false	PartialLiquidationInd
Disregarded Entity	false	DisregardedEntityInd
Related Entity	false	RelatedEntityInd
Related Organization Ctrl Ent	false	RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp	false	ActivitiesConductedPrtshpInd
Schedule O Required	Yes (true)	ScheduleORequiredInd
IRP Document	19	IRPDocumentCnt
IRP Document W2 G	0	IRPDocumentW2GCnt
Employee	19	EmployeeCnt
Employment Tax Returns Filed	false	EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit	false	UnrelatedBusIncmOverLimitInd
Foreign Financial Account	false	ForeignFinancialAccountInd
Prohibited Tax Shelter Trans	false	ProhibitedTaxShelterTransInd
Taxable Party Notification	false	TaxablePartyNotificationInd
Nondeductible Contributions	false	NondeductibleContributionsInd
Indoor Tanning Services	false	IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt	false	SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc	false	SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VI	Yes (X)	InfoInScheduleOPartVIInd
Governing Body Voting Members	5	GoverningBodyVotingMembersCnt
Independent Voting Member	5	IndependentVotingMemberCnt
Family Or Business Rln	false	FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties	false	DelegationOfMgmtDutiesInd
Change To Org Documents	false	ChangeToOrgDocumentsInd
Material Diversion Or Misuse	false	MaterialDiversionOrMisuseInd
Members Or Stockholders	false	MembersOrStockholdersInd
Election Of Board Members	false	ElectionOfBoardMembersInd
Decisions Subject To Approva	false	DecisionsSubjectToApprovaInd
Minutes Of Governing Body	Yes (true)	MinutesOfGoverningBodyInd
Minutes Of Committees	Yes (true)	MinutesOfCommitteesInd
Officer Mailing Address	false	OfficerMailingAddressInd
Local Chapters	false	LocalChaptersInd
Form990 Provided To Gvrn Body	false	Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy	Yes (true)	ConflictOfInterestPolicyInd
Annual Disclosure Covered Prsn	false	AnnualDisclosureCoveredPrsnInd
Regular Monitoring Enfrc	false	RegularMonitoringEnfrcInd
Whistleblower Policy	false	WhistleblowerPolicyInd
Document Retention Policy	Yes (true)	DocumentRetentionPolicyInd
Compensation Process CEO	false	CompensationProcessCEOInd
Compensation Process Other	false	CompensationProcessOtherInd
Investment In Joint Venture	false	InvestmentInJointVentureInd
States Where Copy Of Return Is Fld	CA	StatesWhereCopyOfReturnIsFldCd
Upon Request	Yes (X)	UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Field	Value	IRS element (for citing)
Person	PATRICK J PINE	PersonNm
Phone	6618236900	PhoneNum

US Address USAddress

Field	Value	IRS element (for citing)
Address Line1	P O BOX 62	AddressLine1Txt
City	KEENE	CityNm
State Abbreviation	CA	StateAbbreviationCd
ZIP	93531	ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (8 entries)

TitleTitleTxt	Average Hours Per WeekAverageHoursPerWeekRt	OfficerOfficerInd	Reportable Comp From OrgReportableCompFromOrgAmt	Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt	Other CompensationOtherCompensationAmt	Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd
PATRICK J PINE
ADMINISTRATO	26.00	Yes (X)	$60,761	$0	$0
MERCEDES MARTINEZ FARMER
ASST ADMINIS	26.00	Yes (X)	$51,472	$0	$0
ARMANDO ELENES
TRUSTEE	3.00	Yes (X)	$0	$0	$0	Yes (X)
NICK HUNTINGTON
TRUSTEE	3.00	Yes (X)	$0	$0	$0	Yes (X)
SHAH KAZEMI
TRUSTEE	3.00		$0	$0	$0	Yes (X)
TARA MAY
TRUSTEE	3.00		$0	$0	$0	Yes (X)
ARTURO S RODRIGUEZ
TRUSTEE	3.00		$0	$0	$0	Yes (X)
TERESA ROMERO
TRUSTEE	3.00		$0	$0	$0	Yes (X)

Field	Value	IRS element (for citing)
Total Reportable Comp From Org	$112,233	TotalReportableCompFromOrgAmt
Former Ofcr Employees Listed	false	FormerOfcrEmployeesListedInd
Total Comp Greater Than150 K	false	TotalCompGreaterThan150KInd
Compensation From Other Srcs	false	CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1Txt	CityContractorAddress/USAddress/CityNm	State AbbreviationContractorAddress/USAddress/StateAbbreviationCd	ZIPContractorAddress/USAddress/ZIPCd	ServicesServicesDesc	CompensationCompensationAmt
UNITED HEALTHCARE INSURANCE COMPANY
22561 NETWORK PLACE	CHICAGO	IL	606673121	DENTAL INSURANC	$1,441,353
VALENZ ACCESS
100 MATSONFORD RD 5-444	WAYNE	PA	19087	MEDICAL BENEFIT	$1,211,181
EXPRESS SCRIPTS
21653 NETWORK PLACE	CHICAGO	IL	606731216	PRESCRIPTION BE	$502,569
HCC LIFE INSURANCE COMPANY
225 TOWNPARK DRIVE SUITE 350	KENNESAW	GA	30144	MEDICAL BENEFIT	$341,646
ANTHEM BLUE CROSS
DEPT 5812	LOS ANGELES	CA	900745812	MEDICAL INSURAN	$267,121

Field	Value	IRS element (for citing)
Cntrct Rcvd Greater Than100 K	8	CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDesc	Total Revenue ColumnTotalRevenueColumnAmt	Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS	$22,776,114	$22,776,114
EMPLOYEE CONTRIBUTIONS	$127,341	$127,341

Field	Value	IRS element (for citing)
Total Program Service Revenue	$22,903,455	TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$954,164	TotalRevenueColumnAmt
Related Or Exempt Func Income	$954,164	RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

Field	Value	IRS element (for citing)
Total Revenue Column	$23,857,619	TotalRevenueColumnAmt
Related Or Exempt Func Income	$23,857,619	RelatedOrExemptFuncIncomeAmt

Benefits To Members BenefitsToMembersGrp

Field	Value	IRS element (for citing)
Total	$23,157,239	TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

Field	Value	IRS element (for citing)
Total	$596,272	TotalAmt

Payroll Taxes PayrollTaxesGrp

Field	Value	IRS element (for citing)
Total	$53,009	TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

Field	Value	IRS element (for citing)
Total	$67,365	TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

Field	Value	IRS element (for citing)
Total	$87,000	TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

Field	Value	IRS element (for citing)
Total	$53,261	TotalAmt

Fees For Services Other FeesForServicesOtherGrp

Field	Value	IRS element (for citing)
Total	$409,413	TotalAmt

Office Expenses OfficeExpensesGrp

Field	Value	IRS element (for citing)
Total	$226,417	TotalAmt

Information Technology InformationTechnologyGrp

Field	Value	IRS element (for citing)
Total	$207,123	TotalAmt

Travel TravelGrp

Field	Value	IRS element (for citing)
Total	$27,517	TotalAmt

Insurance InsuranceGrp

Field	Value	IRS element (for citing)
Total	$39,570	TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDesc	TotalTotalAmt
OFFICE SUPPORT	$150,372
EMPLOYEE BENEFITS	$118,951
TELEPHONE	$45,778
SUPPLIES	$30,797

All Other Expenses AllOtherExpensesGrp

Field	Value	IRS element (for citing)
Total	$11,223	TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

Field	Value	IRS element (for citing)
Total	$25,281,307	TotalAmt
Program Services	$0	ProgramServicesAmt
Management And General	$0	ManagementAndGeneralAmt
Fundraising	$0	FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

Field	Value	IRS element (for citing)
BOY	$3,867,158	BOYAmt
EOY	$3,720,637	EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

Field	Value	IRS element (for citing)
BOY	$13,683,395	BOYAmt
EOY	$12,406,228	EOYAmt

Total Assets TotalAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,550,553	BOYAmt
EOY	$16,126,865	EOYAmt

Total Liabilities TotalLiabilitiesGrp

Field	Value	IRS element (for citing)
BOY	$0	BOYAmt
EOY	$0	EOYAmt

Field	Value	IRS element (for citing)
Organization Follows FASB117	Yes (X)	OrganizationFollowsFASB117Ind

No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp

Field	Value	IRS element (for citing)
BOY	$17,550,553	BOYAmt
EOY	$16,126,865	EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,550,553	BOYAmt
EOY	$16,126,865	EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

Field	Value	IRS element (for citing)
BOY	$17,550,553	BOYAmt
EOY	$16,126,865	EOYAmt

Field	Value	IRS element (for citing)
Reconcilation Revenue Expnss	-$1,423,688	ReconcilationRevenueExpnssAmt
Method Of Accounting Accrual	Yes (X)	MethodOfAccountingAccrualInd
Accountant Compile Or Review	Yes (true)	AccountantCompileOrReviewInd

Acct Compile Or Review Basis AcctCompileOrReviewBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
FS Audited	Yes (true)	FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

Field	Value	IRS element (for citing)
Separate Basis Fincl Stmt	Yes (X)	SeparateBasisFinclStmtInd

Field	Value	IRS element (for citing)
Federal Grant Audit Required	false	FederalGrantAuditRequiredInd

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDesc	ExplanationExplanationTxt
FORM 990, PAGE 2, PART III, LINE 4D	THE ORGANIZATION PROVIDED HEALTH AND WELFARE BENEFITS TO AN ESTIMATED 3,354 PARTICIPANTS. MOST PARTICIPANTS WERE LOW PAID FARM WORKERS.
FORM 990, PAGE 6, PART VI, LINE 11B	AN ELECTRONIC COPY OF THE FORM 990 WAS SENT TO ALL TRUSTEES AND THE ADMINISTRATOR FOR REVIEW AND COMMENT BEFORE FILING WITH THE IRS. THE ADMINISTRATOR OF THE PLAN PERFORMED A DETAILED REVIEW OF THE FORM 990 INCLUDING RECONCILIATION WITH THE AUDITED FINANCIAL STATEMENTS, BEFORE FILING IT WITH THE IRS. THE PLAN MANAGEMENT EXPECTS TO FORMALLY PRESENT THE FORM 990 TO THE BOARD OF TRUSTEES AT THEIR NEXT REGULARLY SCHEDULE BOARD MEETING FOR THEIR APPROVAL.
FORM 990, PAGE 6, PART VI, LINE 19	THE PLAN HAS ALWAYS MAINTAINED A POLICY OF PROVIDING GOVERNING DOCUMENTS POLICIES AND FINANCIAL STATEMENT INFORMATION TO THOSE REQUESTING SUCH INFO RMATION.