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Nonprofit · EIN 20-0946697

UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND

Also known as LENGYEL JOSEPH TTEE

Tax-exempt · EARTH CITY, MO 63045

Financials

$16M$15.3M2022$16.3M$13.9M2023$17.1M$14.3M2024
Revenue Expenses · by fiscal year end
Financials of UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
March 31, 2025990$17,113,333$14,273,944$2,839,389$21,451,319$39,107$21,412,212
March 31, 2024990$16,330,352$13,853,840$2,476,512$18,396,798$46,906$18,349,892
March 31, 2023990$15,992,054$15,283,858$708,196$15,122,276$49,435$15,072,841
Financial details: 990 for the year ended March 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$16,636,763
Investment income
$451,570
Other revenue
$25,000

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$13,401,636
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$16,023
Accounting fees
$68,216

Balance sheet and other

Total assets, start of year
$18,396,798
Total assets, end of year
$21,451,319
Total liabilities, end of year
$39,107
Net assets, end of year
$21,412,212
Publicly traded securities
$11,733,586
Gross receipts
$17,113,333
Employees
0
Volunteers
0
Year formed
2004
State of legal domicile
MO

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 March 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
NANCY MEYERSECRETARY
Trustee or director, Officer
1$0
DAN TELLETRUSTEE
Trustee or director
1$0
MIKE WILLISALT. TRUSTEE
Trustee or director
1$0
KYLE NORRISCHAIRMAN
Trustee or director, Officer
1$0
AMY ARMSTRONGTRUSTEE
Trustee or director
1$0
MIKE FORTETRUSTEE
Trustee or director
1$0
TONI LANDRETHEXITING TRUSTEE
Trustee or director
1$0
JACK RODEMANTRUSTEE
Trustee or director
1$0
MEGAN WILLOUGHBYALT. TRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2024: 9 people
NameTitleHours / weekCompensation
NANCY MEYERSECRETARY
Trustee or director, Officer
1$0
DAN TELLETRUSTEE
Trustee or director
1$0
MIKE WILLISALTERNATE TRUSTEE
Trustee or director
1$0
STEPHANIE BRINKLEYALTERNATE TRUSTEE
Trustee or director
1$0
LARRY HUNTALTERNATE TRUSTEE
Trustee or director
1$0
KYLE NORRISCHAIRMAN
Trustee or director, Officer
1$0
AMY ARMSTRONGTRUSTEE
Trustee or director
1$0
MIKE FORTETRUSTEE
Trustee or director
1$0
MARGO QUINLANEXITING TRUSTEE
Trustee or director
1$0
990 for the year ended March 31, 2023: 12 people
NameTitleHours / weekCompensation
NANCY MEYERSECRETARY
Trustee or director, Officer
1$0
DAN TELLEUNION TRUSTEE
Trustee or director
1$0
MARK JACOBSEMPLOYER TRUSTEE
Trustee or director
1$0
MIKE WILLISALTERNATE EMPLOYER TRUSTEE
Trustee or director
1$0
TED JARVISEXITING UNION TRUSTEE
Trustee or director
1$0
STEPHANIE BRINKLEYALTERNATE UNION TRUSTEE
Trustee or director
1$0
MARTY SUTTEREXITING UNION TRUSTEE
Trustee or director
1$0
LARRY HUNTEMPLOYER TRUSTEE
Trustee or director
1$0
KYLE NORRISCHAIRMAN
Trustee or director, Officer
1$0
AMY ARMSTRONGUNION TRUSTEE
Trustee or director
1$0
MIKE FORTEUNION TRUSTEE
Trustee or director
1$0
MARGO QUINLANUNION TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
502 EARTH CITY PLZ STE 203, EARTH CITY, MO 63045-1315
Principal officer (990 for 2024)
KYLE NORRIS, 5730 ELIZABETH AVE, ST LOUIS, MO 63103
Signed the 990
KYLE NORRIS, UNION TRUSTEE
Phone
(314) 344-8899
Return prepared by
ANDERS MINKLER HUBER & HELM LLP

Mission

PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

990 for the year ended March 31, 2025

Program accomplishments

  • PROVIDE MEDICAL, PHARMACY, DENTAL, VISION, SHORT TERM DISABILITY AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
    revenue $16,661,763

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

Tax yearYear endedDueIRS public records
2025March 31, 2026August 17, 2026Not on file
2024March 31, 2025August 15, 2025990 on file
2023March 31, 2024August 15, 2024990 on file

IRS record

EIN
20-0946697
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2006
Accounting year ends
March
Files
Form 990 or 990-EZ
Assets (IRS master file)
$21,451,319
Income (IRS master file)
$17,113,333

Filing history

FormYear endedRevenueExpensesAssetsReturn
990March 2025$17,113,333$14,273,944$21,451,319XML
990March 2024$16,330,352$13,853,840$18,396,798XML
990March 2023$15,992,054$15,283,858$15,122,276XML
990March 2022$16,390,136$16,820,060$15,413,349IRS
990March 2021–––IRS
990March 2020–––IRS
990March 2019–––IRS
990March 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 20-0946697).

Questions about UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND

What is the EIN of UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND?
The employer identification number (EIN) of UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND is 20-0946697.
Is UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2006.
Are donations to UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & 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 UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND due?
The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended March 2025.
Who is the principal officer of UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND?
The 990 for the year ended March 31, 2025 names KYLE NORRIS.
Who are the officers and directors of UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND?
The 990 for the year ended March 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does UFCW UNION LOCAL NO 88 EMPLOYERS HEALTH & WELFARE FUND have?
On its 990 for the year ended March 31, 2025 it reported revenue of $17,113,333, expenses of $14,273,944 and total assets of $21,451,319 at year end.

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