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Nonprofit · EIN 16-1628464

W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR

Also known as SHEPPARD TOM ET AL TTEE

Tax-exempt · GREENACRES, FL 33463

Financials

$1M$629K2022$1.1M$657K2023$1.2M$703K2024$639K$391K2025
Revenue Expenses · by fiscal year end
Financials of W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
September 30, 2025990$638,507$390,747$247,760$16,680,180$9,016$16,671,164
March 31, 2025990$1,205,435$702,812$502,623$14,348,590$5,164$14,343,426
March 31, 2024990$1,092,746$657,203$435,543$13,290,111$0$13,290,111
March 31, 2023990$1,013,372$629,100$384,272$11,018,614$13,863,113-$2,844,499
Financial details: 990 for the year ended September 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$461,786
Investment income
$176,721
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$359,118
Compensation of officers, directors and key employees
$1,200
Other salaries and wages
$7,200
Salaries, compensation and benefits (total)
$10,833
Professional fundraising fees
$0
Legal fees
$3,171
Accounting fees
$12,500

Balance sheet and other

Total assets, start of year
$14,348,590
Total assets, end of year
$16,680,180
Total liabilities, end of year
$9,016
Net assets, end of year
$16,671,164
Publicly traded securities
$16,423,726
Net assets without donor restrictions
$16,671,164
Gross receipts
$638,507
Employees
2
Volunteers
0
Year formed
2002
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 September 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
THOMAS WESOLEKTRUSTEE
Trustee or director
20$0
RICK DOREYTRUSTEE
Trustee or director
1$0
MATTHEW KELLERTRUSTEE
Trustee or director
1$0
BRIAN LAMBTRUSTEE
Trustee or director
1$0
DIANA MATTYTRUSTEE
Trustee or director
1$0
RICK MCCONNELLTRUSTEE
Trustee or director
1$0
BRIDGETT SOUFFRANTTRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2025: 7 people
NameTitleHours / weekCompensation
THOMAS WESOLEKTRUSTEE
Trustee or director
20$1,200
RICK DOREYTRUSTEE
Trustee or director
1$0
MATTHEW KELLERTRUSTEE
Trustee or director
1$0
BRIAN LAMBTRUSTEE
Trustee or director
1$0
DIANA MATTYTRUSTEE
Trustee or director
1$0
RICK MCCONNELLTRUSTEE
Trustee or director
1$0
BRIDGETT SOUFFRANTTRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2024: 6 people
NameTitleHours / weekCompensation
THOMAS WESOLEKTRUSTEE
Trustee or director
20$1,200
RICK DOREYTRUSTEE
Trustee or director
1$0
MATTHEW KELLERTRUSTEE
Trustee or director
1$0
DIANA MATTYTRUSTEE
Trustee or director
1$0
RICK MCCONNELLTRUSTEE
Trustee or director
1$0
BRIDGETT SOUFFRANTTRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2023: 6 people
NameTitleHours / weekCompensation
THOMAS WESOLEKTRUSTEE
Trustee or director
20$1,200
RICK DOREYTRUSTEE
Trustee or director
–$0
MATTHEW KELLERTRUSTEE
Trustee or director
–$0
DIANA MATTYTRUSTEE
Trustee or director
–$0
RICK MCCONNELLTRUSTEE
Trustee or director
–$0
BRIDGETT SOUFFRANTTRUSTEE
Trustee or director
–$0

Address and contacts

Address (IRS master file)
3900 WOODLAKE BLVD STE 212, GREENACRES, FL 33463-3010
In care of
% WPB ASSOC OF FIREFIGHTERS RETIREE
Principal officer (990 for 2025)
THOMAS WESOLEK, 3900 WOODLAKE BOULEVARD 212, LAKE WORTH, FL 33463
Signed the 990
THOMAS WESOLEK, TRUSTEE
Phone
(561) 624-9110
Return prepared by
NOVAK FRANCELLA LLC

Mission

THE FUND PAYS FOR OR PROVIDES FULL OR PARTIAL HEALTH INSURANCE PREMIUMS AND MEDICAL EXPENSE REIMBURSEMENTS, REIMBURSEMENTS OF UNINSURED MEDICAL EXPENSES, BURIAL BENEFITS, CHILDCARE EXPENSES, SICK AND VACATION PAY, HOUSING ASSISTANCE, DISASTER RELIEF, EDUCATION AND TRAINING.

990 for the year ended September 30, 2025

Program accomplishments

  • THE PURPOSE OF THE PLAN IS TO PROVIDE FULL OR PARTIAL REIMBURSEMENT FOR HEALTH INSURANCE PREMIUMS OR OTHER QUALIFIED MEDICAL BENEFITS TO RETIRED CITY FIREFIGHTERS.

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 September, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025September 30, 2026February 16, 2027Not due yet
2024September 30, 2025February 17, 2026990 on file
2023September 30, 2024February 18, 2025Check at the IRS

IRS record

EIN
16-1628464
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2007
Accounting year ends
September
Files
Form 990 or 990-EZ
Assets (IRS master file)
$16,680,180
Income (IRS master file)
$638,507

Filing history

FormYear endedRevenueExpensesAssetsReturn
990September 2025$638,507$390,747$16,680,180IRS
990March 2025$1,205,435$702,812$14,348,590XML
990March 2024$1,092,746$657,203$13,290,111XML
990March 2023$1,013,372$629,100$11,018,614XML
990March 2022$828,285$575,845$11,719,919IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––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 16-1628464).

Questions about W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR

What is the EIN of W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR?
The employer identification number (EIN) of W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR is 16-1628464.
Is W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Are donations to W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR 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 W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR due?
The return for tax year 2025 (the year ending September 30, 2026) is due February 16, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended September 2025.
Who is the principal officer of W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR?
The 990 for the year ended September 30, 2025 names THOMAS WESOLEK.
Who are the officers and directors of W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR?
The 990 for the year ended September 30, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does W PALM BEACH ASSOC OF FIREFIGHTERS RETIREE HEALTH BENEFIT FUND TR have?
On its 990 for the year ended September 30, 2025 it reported revenue of $638,507, expenses of $390,747 and total assets of $16,680,180 at year end.

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