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Nonprofit · EIN 20-0027580

UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND

Also known as WIGHTMAN DONALD E TTEE

Tax-exempt · BLOOMINGTON, MN 55425

Financials

$39.4M$24M2023$34.9M$27.1M2024
Revenue Expenses · by fiscal year end
Financials of UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990 (amended)$34,859,755$27,135,889$7,723,866$188,190,500$268,526$187,921,974
December 31, 2023990$39,408,640$24,017,122$15,391,518$171,289,299$51,914$171,237,385
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$29,041,167
Investment income
$4,503,546
Net gain from sales of assets
$882,552
Other revenue
$1,315,042

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$25,471,938
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$70,701
Accounting fees
$38,021

Balance sheet and other

Total assets, start of year
$171,289,299
Total assets, end of year
$188,190,500
Total liabilities, end of year
$268,526
Net assets, end of year
$187,921,974
Publicly traded securities
$65,736,253
Net assets without donor restrictions
$187,921,974
Gross receipts
$37,652,534
Employees
0
Volunteers
0
Year formed
2003
State of legal domicile
DC

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
PATRICK DILLONUNION TRUSTEE
Trustee or director
1$0$298,124$91,687
MICHAEL COLEMANUNION TRUSTEE
Trustee or director
1$0$300,237$77,903
SHAWN GARVEYUNION TRUSTEE
Trustee or director
1$0$188,989$67,064
LEE ELLISEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
MICHAEL SALLACHUNION TRUSTEE
Trustee or director
1$0$0$0
DEBBIE SYCKUNION TRUSTEE
Trustee or director
1$0$0$0
TINA HAYESEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
CAMILLA MADISON-WILSONEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
AARON MARTINEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
PATRICK DILLONUNION TRUSTEE
Trustee or director
1$0$290,618$89,962
MICHAEL COLEMANUNION TRUSTEE
Trustee or director
1$0$288,094$53,404
SHAWN GARVEYUNION TRUSTEE
Trustee or director
1$0$188,883$67,064
LEE ELLISEMPLOYER TRUSTEE
Trustee or director
1$0$0$0
MICHAEL SALLACHUNION TRUSTEE
Trustee or director
1$0$0$0
NATHAN FISHERFRMR EMPLOYER TRUSTEE
Trustee or director
1$0$0$0
NICHOLL SALAMONEFRMR EMPLOYER TRUSTEE
Trustee or director
1$0$0$0
DEBBIE SYCHUNION TRUSTEE
Trustee or director
1$0$0$0
TINA HAYESEMPLOYER TRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
Principal officer (990 for 2024)
PATRICK DILLON, 3001 METRO DRIVE SUITE 500, BLOOMINGTON, MN 55425
Signed the 990
PATRICK DILLON, TRUSTEE
Phone
(952) 854-0795
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE HEALTH AND RELATED BENEFITS TO EMPLOYEES AND FORMER EMPLOYEES OF VARIOUS EMPLOYERS AND AFFILIATED LOCAL UNIONS OF UWUA.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE HEALTH AND WELFARE BENEFITS.

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-0027580
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2003
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$188,190,500
Income (IRS master file)
$37,652,534

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$34,841,879$27,135,889$188,172,624IRS
990December 2023$39,408,640$24,017,122$171,289,299XML
990December 2022$34,426,471$23,607,093$149,762,840IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 20-0027580).

Questions about UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND

What is the EIN of UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND?
The employer identification number (EIN) of UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND is 20-0027580.
Is UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
Are donations to UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE 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 UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 names PATRICK DILLON.
Who are the officers and directors of UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
How much revenue does UTILITY WORKERS UNION OF AMERICA NATIONAL HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $34,859,755, expenses of $27,135,889 and total assets of $188,190,500 at year end.

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