Nonprofit · EIN 23-7105550
RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND
Tax-exempt · WAYNE, PA 19087
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $1,580,054 | $1,702,948 | -$122,894 | $865,772 | $15,672 | $850,100 |
| December 31, 2023 | 990 | $1,464,609 | $1,633,728 | -$169,119 | $974,447 | $20,321 | $954,126 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,566,347
- Investment income
- $13,707
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,599,721
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $13,609
- Accounting fees
- $12,250
- Program services (functional)
- $1,702,948
Balance sheet and other
- Total assets, start of year
- $974,447
- Total assets, end of year
- $865,772
- Total liabilities, end of year
- $15,672
- Net assets, end of year
- $850,100
- Publicly traded securities
- $367,034
- Net assets without donor restrictions
- $850,100
- Gross receipts
- $1,580,054
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1972
- State of legal domicile
- PA
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES HALL | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHARLES HALL | TRUSTEE Trustee or director | 5 | $0 |
| ROBIN MANIGAULT | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 485 DEVON PARK DR STE 102, WAYNE, PA 19087-1840
- In care of
- % ONEILL CONSULTING CORPORATION
- Principal officer (990 for 2024)
- TRUSTEE, 485 DEVON PARK DRIVE, WAYNE, PA 19087
- Signed the 990
- CHARLES N HALL, TRUSTEE
- Phone
- (215) 338-6336
- Return prepared by
- CHERNOW KURTZMAN & COPC
Mission
HEALTH AND WELFARE PLAN FOR UNION MEMBERS, (MULTI EMPLOYER PLAN)
Program accomplishments
- AMOUNTS PAID BY CONTRIBUTING EMPLOYERS IS PAID ON BEHALF OF UNION MEMBERS SO UNION MEMBERS CAN RECEIVE HEALTH AND WELFARE BENIFITS
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7105550
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $865,772
- Income (IRS master file)
- $1,580,054
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $1,580,054 | $1,702,948 | $865,772 | XML |
| 990 | December 2023 | $1,464,609 | $1,633,728 | $974,447 | XML |
| 990 | December 2022 | $1,452,258 | $1,630,726 | $1,091,147 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 23-7105550).
Questions about RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND
- What is the EIN of RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND?
- The employer identification number (EIN) of RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND is 23-7105550.
- Is RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1971.
- Are donations to RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 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 RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 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 RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 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 RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND?
- The 990 for the year ended December 31, 2024 names TRUSTEE.
- Who are the officers and directors of RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does RETAIL WHOLESALE & DEPT STORE UNION LOCAL 1034 WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $1,580,054, expenses of $1,702,948 and total assets of $865,772 at year end.
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