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Nonprofit · EIN 37-1196886

STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND

Tax-exempt · CASEYVILLE, IL 62232

Financials

$3.3M$3.8M2023$3.6M$2.8M2024
Revenue Expenses · by fiscal year end
Financials of STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,582,284$2,848,352$733,932$9,452,241$23,219$9,429,022
December 31, 2023990$3,330,608$3,788,832-$458,224$8,534,472$97,211$8,437,261
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,171,682
Investment income
$315,436
Net gain from sales of assets
$32,811
Other revenue
$95,166

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,665,330
Salaries, compensation and benefits (total)
$21,311
Professional fundraising fees
$0
Legal fees
$5,394
Accounting fees
$23,775

Balance sheet and other

Total assets, start of year
$8,534,472
Total assets, end of year
$9,452,241
Total liabilities, end of year
$23,219
Net assets, end of year
$9,429,022
Publicly traded securities
$8,234,926
Gross receipts
$8,718,425
Employees
0
Volunteers
0
Year formed
1986
State of legal domicile
IL

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
JOHN PASSIGILIATRUSTEE
Trustee or director
1$0
MACK SCHMITTTRUSTEE
Trustee or director
1$0
CHARLIE BAILEYTRUSTEE
Trustee or director
1$0
JOE SKILJANTRUSTEE
Trustee or director
1$0
JOHN SCHULZTRUSTEE
Trustee or director
1$0
BRAD CORRIETRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
MARK THOMASTRUSTEE
Trustee or director
1$0$116,189$72,644
CHARLIE BAILEYTRUSTEE
Trustee or director
1$0$96,824$67,803
WADE GOLDSCHMIDTTRUSTEE
Trustee or director
1$0$0$0
JOE SKILJANTRUSTEE
Trustee or director
1$0$0$0
JOHN SCHULZTRUSTEE
Trustee or director
1$0$0$0
BRAD CORRIETRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
1220 DONALD BAILEY DR, CASEYVILLE, IL 62232-2086
Principal officer (990 for 2024)
CHARLIE BAILEY, 1220 DONALD BAILEY DRIVE, CASEYVILLE, IL 62232
Signed the 990
CHARLIE BAILEY, TRUSTEE
Phone
(618) 624-6096
Return prepared by
ANDERS MINKLER HUBER & HELM LLP

Mission

NONE

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS 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
37-1196886
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1989
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$9,452,241
Income (IRS master file)
$8,718,425

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,582,284$2,848,352$9,452,241IRS
990December 2023$3,330,608$3,788,832$8,534,472XML
990December 2022$3,357,827$3,013,080$8,120,018IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 37-1196886).

Questions about STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND

What is the EIN of STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND?
The employer identification number (EIN) of STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND is 37-1196886.
Is STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1989.
Are donations to STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does STEAMFITTERS LOCAL 439 HEALTH AND 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 STEAMFITTERS LOCAL 439 HEALTH AND 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 STEAMFITTERS LOCAL 439 HEALTH AND 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 STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 names CHARLIE BAILEY.
Who are the officers and directors of STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does STEAMFITTERS LOCAL 439 HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,582,284, expenses of $2,848,352 and total assets of $9,452,241 at year end.

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