Nonprofit · EIN 23-7401847
UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND
Tax-exempt · BALLWIN, MO 63011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $65,414,835 | $64,060,178 | $1,354,657 | $29,869,148 | $993,825 | $28,875,323 |
| August 31, 2024 | 990 | $57,147,742 | $63,260,205 | -$6,112,463 | $28,493,319 | $1,312,548 | $27,180,771 |
| August 31, 2023 | 990 | $57,254,891 | $68,265,167 | -$11,010,276 | $33,760,509 | $1,783,791 | $31,976,718 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $64,904,117
- Investment income
- $488,179
- Net gain from sales of assets
- -$119,982
- Other revenue
- $22,539
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $61,336,258
- Other salaries and wages
- $883,355
- Salaries, compensation and benefits (total)
- $1,192,508
- Professional fundraising fees
- $0
- Legal fees
- $104,423
- Accounting fees
- $86,477
- Occupancy
- $124,039
- Travel
- $39,007
- Depreciation
- $10,176
- Program services (functional)
- $64,060,178
Balance sheet and other
- Total assets, start of year
- $28,493,319
- Total assets, end of year
- $29,869,148
- Total liabilities, end of year
- $993,825
- Net assets, end of year
- $28,875,323
- Land, buildings and equipment
- $64,133
- Publicly traded securities
- $16,426,361
- Gross receipts
- $68,884,817
- Employees
- 20
- Volunteers
- 0
- Year formed
- 1953
- 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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY MEYER | TRUSTEE Trustee or director | 1 | $0 |
| STEVE POWELL | TRUSTEE Trustee or director | 1 | $0 |
| DAVID COOK | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| NIKKI RICH | TRUSTEE Trustee or director | 1 | $0 |
| MIKE WILLIS | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT SPENCE | TRUSTEE Trustee or director | 1 | $0 |
| JACK RODEMANN | TRUSTEE Trustee or director | 1 | $0 |
| MIKE FORTE | CO-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DAVID WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| TOM GUZ | TRUSTEE Trustee or director | 1 | $0 |
| PAUL SCHAEFER | TRUSTEE Trustee or director | 1 | $0 |
| LAURA KELLEY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE ROBERTS | TRUSTEE Trustee or director | 1 | $0 |
| AUDRIE HOWARD | TRUSTEE Trustee or director | 1 | $0 |
| HOLLY VERWEYST | EXITING TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 15 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY MEYER | TRUSTEE Trustee or director | 1 | $0 |
| STEVE POWELL | TRUSTEE Trustee or director | 1 | $0 |
| DAVID COOK | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| NIKKI RICH | TRUSTEE Trustee or director | 1 | $0 |
| MIKE WILLIS | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT SPENCE | TRUSTEE Trustee or director | 1 | $0 |
| ROB FRANCIN | EXITING TRUSTEE Trustee or director | 1 | $0 |
| MIKE FORTE | CO-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DAVID WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| TOM GUZ | TRUSTEE Trustee or director | 1 | $0 |
| PAUL SCHAEFER | TRUSTEE Trustee or director | 1 | $0 |
| LAURA KELLEY | TRUSTEE Trustee or director | 1 | $0 |
| HOLLY VERWEYST | TRUSTEE Trustee or director | 1 | $0 |
| AUDRIE HOWARD | TRUSTEE Trustee or director | 1 | $0 |
| MARGO QUINIAN | EXITING TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| NANCY MEYER | TRUSTEE Trustee or director | 1 | $0 |
| STEVE POWELL | TRUSTEE Trustee or director | 1 | $0 |
| DAVID COOK | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| LARRY HUNT | EXITING TRUSTEE Trustee or director | 1 | $0 |
| NIKKI RICH | TRUSTEE Trustee or director | 1 | $0 |
| MIKE WILLIS | TRUSTEE Trustee or director | 1 | $0 |
| MARGO QUINLAN | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT SPENCE | TRUSTEE Trustee or director | 1 | $0 |
| KAREN SETTLEMOIR-BERG | EXITING TRUSTEE Trustee or director | 1 | $0 |
| ROB FRANCIN | TRUSTEE Trustee or director | 1 | $0 |
| MIKE FORTE | CO-CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DAVID WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 300 WEIDMAN RD, BALLWIN, MO 63011-4433
- Principal officer (990 for 2024)
- LAURA KELLEY, 300 WEIDMAN ROAD SUITE A, BALLWIN, MO 63021
- Signed the 990
- LAURA KELLEY, TRUSTEE
- Phone
- (314) 835-2700
- Return prepared by
- ANDERS MINKLER HUBER & HELM LLP
Mission
NONE
Program accomplishments
- PROVIDE MEDICAL, PHARMACY, DENTAL, VISION, SHORT TERM DISABILITY, AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.Expenses $64,060,178
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 23-7401847
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $29,869,148
- Income (IRS master file)
- $68,884,817
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $65,414,835 | $64,060,178 | $29,869,148 | XML |
| 990 | August 2024 | $57,147,742 | $63,260,205 | $28,493,319 | XML |
| 990 | August 2023 | $57,254,891 | $68,265,167 | $33,760,509 | XML |
| 990 | August 2022 | $64,999,846 | $64,440,657 | $44,087,656 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 23-7401847).
Questions about UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND
- What is the EIN of UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND?
- The employer identification number (EIN) of UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND is 23-7401847.
- Is UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
- Are donations to UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 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 UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND?
- The 990 for the year ended August 31, 2025 names LAURA KELLEY.
- Who are the officers and directors of UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND?
- The 990 for the year ended August 31, 2025 lists 15 people; 0 received compensation from the organization.
- How much revenue does UNITED FOOD & COMMERCIAL WORKERS UNION LOCK 655 WELFARE FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $65,414,835, expenses of $64,060,178 and total assets of $29,869,148 at year end.
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