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Nonprofit · EIN 32-0167983

HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR

Tax-exempt · MILWAUKEE, WI 53208

Financials

$10.5M$12.2M2023$19.6M$10M2024
Revenue Expenses · by fiscal year end
Financials of HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$19,591,922$9,979,579$9,612,343$239,233,929$0$239,233,929
December 31, 2023990$10,523,480$12,241,476-$1,717,996$220,107,734$13,480$220,094,254
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$506,888
Investment income
$19,085,034
Net gain from sales of assets
$14,934,221
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,219,441
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Accounting fees
$6,205

Balance sheet and other

Total assets, start of year
$220,107,734
Total assets, end of year
$239,233,929
Total liabilities, end of year
$0
Net assets, end of year
$239,233,929
Publicly traded securities
$221,380,356
Gross receipts
$212,294,001
Employees
0
Volunteers
0
Year formed
2005
State of legal domicile
WI

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
DAVID VINEYRETIREMENT PLAN COMMITTEE-RPC
Trustee or director
0.3$0
JONATHAN THEROUXRPC
Trustee or director
0.3$0
MARK KORNETZKERPC
Trustee or director
0.3$0
PAUL KRAUSERPC
Trustee or director
0.3$0
SUSAN PASKVANRPC
Trustee or director
0.3$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensation
DAVID VINEYRetirement Plan Committee-RPC
Trustee or director
0.25$0
MARK KORNETZKERPC
Trustee or director
0.25$0
PAUL KRAUSERPC
Trustee or director
0.25$0
SUSAN PASKVANRPC
Trustee or director
0.25$0
Jonathan TherouxRPC
Trustee or director
0.25$0

Address and contacts

Address (IRS master file)
C/O TAX DEPT 3700 WEST JUNEAU AVE, MILWAUKEE, WI 53208-0000
In care of
% HDMC C/O TAX DEPARTMENT
Principal officer (990 for 2024)
DAVID VINEY, C/O TAX DEPT 3700 WEST JUNEAU AVE, MILWAUKEE, WI 53208
Signed the 990
DAVID VINEY, OFFICER
Phone
(414) 343-4680
Return prepared by
BDO USA

Mission

ORGANIZATION'S PURPOSE IS TO PROVIDE POST-RETIREMENT HEALTHCARE TO THE WISCONSIN AND PENNSYLVANIA BARGAINING UNIT EMPLOYEES OF HARLEY-DAVIDSON.

990 for the year ended December 31, 2024

Program accomplishments

  • ORGANIZATION'S PURPOSE IS TO PROVIDE POST-RETIREMENT HEALTHCARE TO THE WISCONSIN AND PENNSYLVANIA BARGAINING UNIT EMPLOYEES OF HARLEY DAVIDSON.

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
32-0167983
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$239,233,929
Income (IRS master file)
$212,294,001

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$19,591,922$9,979,579$239,233,929XML
990December 2023$10,523,480$12,241,476$220,107,734XML
990December 2022$12,883,467$12,292,310$201,381,050IRS
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 32-0167983).

Questions about HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR

What is the EIN of HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR?
The employer identification number (EIN) of HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR is 32-0167983.
Is HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Are donations to HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR 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 HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR 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 HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR 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 HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR?
The 990 for the year ended December 31, 2024 names DAVID VINEY.
Who are the officers and directors of HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does HARLEY-DAVIDSON MOTOR CO GROUP INC BU EMPS POST-RETMT WELF BENEFIT TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $19,591,922, expenses of $9,979,579 and total assets of $239,233,929 at year end.

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