Nonprofit · EIN 38-3508105
MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD
Also known as MABRY WALTER R TTEE
Tax-exempt · TROY, MI 48099
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $100,342,024 | $86,363,630 | $13,978,394 | $111,242,069 | $65,339,002 | $45,903,067 |
| April 30, 2024 | 990 | $92,704,602 | $77,175,849 | $15,528,753 | $94,461,279 | $57,100,803 | $37,360,476 |
| April 30, 2023 | 990 | $83,803,833 | $78,484,565 | $5,319,268 | $77,008,711 | $54,192,319 | $22,816,392 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $96,495,756
- Investment income
- $3,617,717
- Net gain from sales of assets
- $733,136
- Other revenue
- $228,551
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $81,931,037
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $188,881
- Accounting fees
- $44,200
- Program services (functional)
- $81,931,037
- Management and general (functional)
- $4,432,593
Balance sheet and other
- Total assets, start of year
- $94,461,279
- Total assets, end of year
- $111,242,069
- Total liabilities, end of year
- $65,339,002
- Net assets, end of year
- $45,903,067
- Publicly traded securities
- $71,097,302
- Net assets without donor restrictions
- $45,903,067
- Gross receipts
- $122,255,553
- Employees
- 72
- Volunteers
- 12
- Year formed
- 2000
- State of legal domicile
- MI
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THOMAS LUTZ | CHAIRMAN Trustee or director | 1 | $0 | $251,490 | $118,623 |
| MICHAEL BARNWELL | TRUSTEE Trustee or director | 1 | $0 | $199,076 | $119,516 |
| RICH WILLIAMSON | TRUSTEE Trustee or director | 1 | $0 | $149,939 | $99,090 |
| PAUL JEWELL | TRUSTEE Trustee or director | 1 | $0 | $139,983 | $100,223 |
| MIKE JACKSON JR | TRUSTEE Trustee or director | 1 | $0 | $136,915 | $87,364 |
| DARIN BAYDOUN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TODD BEGEROWSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BRYAN DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE ESCHNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT HALIK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES OLEKSINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHIL VINCENTI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended April 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOM LUTZ | CHAIRMAN Trustee or director | 1 | $0 | $263,010 | $141,056 |
| MICHAEL BARNWELL | TRUSTEE Trustee or director | 1 | $0 | $193,302 | $139,402 |
| RICH WILLIAMSON | TRUSTEE Trustee or director | 1 | $0 | $141,486 | $114,199 |
| PAUL JEWELL | TRUSTEE Trustee or director | 1 | $0 | $132,960 | $111,625 |
| MIKE JACKSON JR | TRUSTEE Trustee or director | 1 | $0 | $129,481 | $91,981 |
| DAVE PEHRSON | TRUSTEE Trustee or director | 1 | $0 | $129,764 | $0 |
| BRYAN DAVIS | TRUSTEE Trustee or director | 1 | $0 | $128,881 | $0 |
| DARIN BAYDOUN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TODD BEGEROWSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE ESCHNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM GARZA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT HALIK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES OLEKSINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHIL VINCENTI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended April 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TOM LUTZ | CHAIRMAN Trustee or director | 1 | $0 | $255,490 | $139,823 |
| MIKE BARNWELL | TRUSTEE Trustee or director | 1 | $0 | $189,482 | $137,515 |
| RICH WILLIAMSON | TRUSTEE Trustee or director | 1 | $0 | $134,108 | $111,734 |
| PAUL JEWELL | TRUSTEE Trustee or director | 1 | $0 | $124,940 | $110,000 |
| MIKE JACKSON JR | TRUSTEE Trustee or director | 1 | $0 | $123,051 | $89,523 |
| DAVE PEHRSON | TRUSTEE Trustee or director | 1 | $0 | $122,351 | $84,260 |
| BRYAN DAVIS | TRUSTEE Trustee or director | 1 | $0 | $121,251 | $84,260 |
| DARIN BAYDOUN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TODD BEGEROWSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE ESCHNER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| TOM GARZA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT HALIK | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| JAMES OLEKSINSKI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PHIL VINCENTI | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 4540, TROY, MI 48099-4540
- In care of
- % BENESYS
- Principal officer (990 for 2024)
- THOMAS LUTZ, 11687 AMERICAN AVE, SUITE 200, DETROIT, MI 48204
- Signed the 990
- THOMAS LUTZ, CHAIRMAN
- Phone
- (248) 813-9800
- Return prepared by
- BULTYNCK & CO PLLC
Mission
THE EMPLOYEE BENEFIT FUND IS CRAFTED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO PARTICIPANTS FOR THE BENEFIT OF THE MEMBERSHIP, ON BEHALF OF THE MICHIGAN REGIONAL COUNCIL OF CARPENTERS, IN COMPLIANCE WITH THE TAFT-HARTLEY ACT.
Program accomplishments
- THE EMPLOYEE BENEFIT FUND IS CRAFTED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO PARTICIPANTS FOR THE BENEFIT OF THE MEMBERSHIP, ON BEHALF OF THE MICHIGAN REGIONAL COUNCIL OF CARPENTERS, IN COMPLIANCE WITH THE TAFT-HARTLEY ACT.
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 38-3508105
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $111,242,069
- Income (IRS master file)
- $122,255,553
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $100,342,024 | $86,363,630 | $111,242,069 | XML |
| 990 | April 2024 | $92,704,602 | $77,175,849 | $94,461,279 | XML |
| 990 | April 2023 | $83,803,833 | $78,484,565 | $77,008,711 | XML |
| 990 | April 2022 | $86,420,144 | $87,303,696 | $71,378,696 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 38-3508105).
Questions about MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD
- What is the EIN of MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD?
- The employer identification number (EIN) of MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD is 38-3508105.
- Is MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2000.
- Are donations to MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD 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 MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD?
- The 990 for the year ended April 30, 2025 names THOMAS LUTZ.
- Who are the officers and directors of MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD?
- The 990 for the year ended April 30, 2025 lists 12 people; 0 received compensation from the organization.
- How much revenue does MICHIGAN REGIONAL COUNCIL OF CARPENTERS EMPLOYEE BENES VEBA FD have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $100,342,024, expenses of $86,363,630 and total assets of $111,242,069 at year end.
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