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Nonprofit · EIN 23-7111189

HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473

Also known as LOCAL NO 73

Tax-exempt · VALLEY VIEW, OH 44125

Financials

$1.6M$1.4M2023$1.6M$1.6M2024
Revenue Expenses · by fiscal year end
Financials of HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$1,624,942$1,550,726$74,216$2,737,497$0$2,737,497
December 31, 2023990$1,555,128$1,444,076$111,052$2,601,254$0$2,601,254
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,537,660
Investment income
$87,282
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,407,639
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$12,049
Accounting fees
$14,400
Occupancy
$7,330

Balance sheet and other

Total assets, start of year
$2,601,254
Total assets, end of year
$2,737,497
Total liabilities, end of year
$0
Net assets, end of year
$2,737,497
Publicly traded securities
$1,700,172
Net assets without donor restrictions
$2,737,497
Gross receipts
$1,626,022
Employees
0
Volunteers
0
Year formed
1968
State of legal domicile
OH

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 / weekCompensation
FRANK GRACETRUSTEE
Trustee or director, Officer
2–
THOR ENGLANDTRUSTEE
Trustee or director, Officer
2$0
RAYMOND CATONTRUSTEE
Trustee or director
2$0
MICHAEL DOERRERTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 4 people
NameTitleHours / weekCompensation
FRANK GRACETRUSTEE
Trustee or director, Officer
2$0
THOR ENGLANDTRUSTEE
Trustee or director, Officer
2$0
RAYMOND CATONTRUSTEE
Trustee or director
2$0
MICHAEL DOERRERTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
6051 CAREY DR, VALLEY VIEW, OH 44125-4259
Principal officer (990 for 2024)
FRANK GRACE, 6051 CAREY DRIVE, VALLEY VIEW, OH 44125
Signed the 990
FRANK GRACE, TRUSTEE
Phone
(440) 243-0663
Return prepared by
J SCHAEFER & COMPANY LLC

Mission

TO PROVIDE MEDICAL, VISION, DENTAL AND SHORT-TERM DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE MEDICAL, VISION, DENTAL AND SHORT-TERM DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.

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
23-7111189
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1972
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,737,497
Income (IRS master file)
$1,626,022

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$1,624,942$1,550,726$2,737,497XML
990December 2023$1,555,128$1,444,076$2,601,254XML
990December 2022$1,638,406$1,604,967$2,359,923IRS
990December 2021–––IRS
990December 2020–––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 23-7111189).

Questions about HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473

What is the EIN of HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473?
The employer identification number (EIN) of HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 is 23-7111189.
Is HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
Are donations to HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 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 HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 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 HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 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 HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473?
The 990 for the year ended December 31, 2024 names FRANK GRACE.
Who are the officers and directors of HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does HEALTH & WELFARE FUND OF TEAMSTERS UNION LOCAL NO 473 have?
On its 990 for the year ended December 31, 2024 it reported revenue of $1,624,942, expenses of $1,550,726 and total assets of $2,737,497 at year end.

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