Nonprofit · EIN 04-3538613
UAW UMASS HEALTH & WELFARE TR FUND
Also known as UAW LOCAL 2322 DENTAL & VISION FUND
Tax-exempt · AMHERST, MA 01002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $3,299,891 | $3,268,230 | $31,661 | $6,154,521 | $728,319 | $5,426,202 |
| October 31, 2024 | 990 | $2,697,921 | $2,753,034 | -$55,113 | $5,964,264 | $813,979 | $5,150,285 |
| October 31, 2023 | 990 | $2,460,633 | $2,568,799 | -$108,166 | $5,067,481 | $618,329 | $4,449,152 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,203,695
- Investment income
- $96,196
- Net gain from sales of assets
- -$9,313
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,756,284
- Compensation of officers, directors and key employees
- $89,940
- Other salaries and wages
- $112,533
- Salaries, compensation and benefits (total)
- $279,703
- Professional fundraising fees
- $0
- Legal fees
- $3,050
- Accounting fees
- $19,728
- Travel
- $291
- Program services (functional)
- $3,268,230
Balance sheet and other
- Total assets, start of year
- $5,964,264
- Total assets, end of year
- $6,154,521
- Total liabilities, end of year
- $728,319
- Net assets, end of year
- $5,426,202
- Net assets without donor restrictions
- $5,426,202
- Gross receipts
- $3,779,795
- Employees
- 4
- Year formed
- 2001
- State of legal domicile
- MA
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE EDWARDS DAVIS | Administrator Officer | 40 | $89,940 |
| BRIAN HARRINGTON | TRUSTEE Trustee or director | 1 | $0 |
| DIANNA WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK BURKE | Union Chair Trustee or director | 1 | $0 |
| DAVID PRITCHARD | Trustee Trustee or director | 1 | $0 |
| DENNIS ARMISTEAD | TRUSTEE Trustee or director | 1 | $0 |
| DANIELLE KUTNER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE EDWARD DAVIS | Administrator Officer | 40 | $83,549 |
| BRIAN HARRINGTON | TRUSTEE Trustee or director | 1 | $0 |
| DIANNA WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK BURKE | Union Chair Trustee or director | 1 | $0 |
| MICHAEL EAGAN | Univ. Chair Trustee or director | 1 | $0 |
| JOCELYN TEDISKY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID PRITCHARD | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LESLIE EDWARD DAVIS | ADMINISTRATOR Officer | 40 | $78,824 |
| BRIAN HARRINGTON | TRUSTEE Trustee or director | 1 | $0 |
| DIANNA WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| PATRICK BURKE | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW DONLEVY | TRUSTEE Trustee or director | 1 | $0 |
| JOCELYN TEDISKY | TRUSTEE Trustee or director | 1 | $0 |
| DAVID PRITCHARD | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 6 UNIVERSITY DR STE 206 PMB 229, AMHERST, MA 01002-2265
- In care of
- % LESLIE EDWARDS
- Principal officer (990 for 2024)
- LESLIE EDWARDS DAVIS, 6 UNIVERSITY DRIVE SUITE 206-229, AMHERST, MA 01002
- Signed the 990
- LESLIE EDWARDS DAVIS, Administrator
- Phone
- (413) 200-0423
- Return prepared by
- LaPier Dillon & Associates PC
Mission
THE PLAN PROVIDES DENTAL, VISION, WELLNESS, CHILDCARE AND REIMBURSEMENT TUITION BENEFITS TO PLAN PARTICIPANTS
Program accomplishments
- THE PLAN PROVIDES DENTAL, VISION, WELLNESS, AND CHILDCARE AND REIMBURSEMENT TUITION BENEFITS TO PLAN PARTICIPANTS.Expenses $3,268,230
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 04-3538613
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2002
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $6,154,521
- Income (IRS master file)
- $3,779,795
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $3,299,891 | $3,268,230 | $6,154,521 | XML |
| 990 | October 2024 | $2,697,921 | $2,753,034 | $5,964,264 | XML |
| 990 | October 2023 | $2,460,633 | $2,568,799 | $5,067,481 | XML |
| 990 | October 2022 | $2,803,185 | $2,220,310 | $4,954,698 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 2020 | – | – | – | IRS |
| 990 | October 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 04-3538613).
Questions about UAW UMASS HEALTH & WELFARE TR FUND
- What is the EIN of UAW UMASS HEALTH & WELFARE TR FUND?
- The employer identification number (EIN) of UAW UMASS HEALTH & WELFARE TR FUND is 04-3538613.
- Is UAW UMASS HEALTH & WELFARE TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2002.
- Are donations to UAW UMASS HEALTH & WELFARE TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UAW UMASS HEALTH & WELFARE TR FUND 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 UAW UMASS HEALTH & WELFARE TR FUND due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UAW UMASS HEALTH & WELFARE TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of UAW UMASS HEALTH & WELFARE TR FUND?
- The 990 for the year ended October 31, 2025 names LESLIE EDWARDS DAVIS.
- Who are the officers and directors of UAW UMASS HEALTH & WELFARE TR FUND?
- The 990 for the year ended October 31, 2025 lists 7 people; 1 received compensation from the organization, the highest $89,940 (LESLIE EDWARDS DAVIS, Administrator).
- How much revenue does UAW UMASS HEALTH & WELFARE TR FUND have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $3,299,891, expenses of $3,268,230 and total assets of $6,154,521 at year end.
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