Nonprofit · EIN 39-0979166
UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN
Tax-exempt · GREENDALE, WI 53129
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2024 | 990 | $4,066,858 | $3,312,237 | $754,621 | $4,468,193 | $595,754 | $3,872,439 |
| November 30, 2023 | 990 | $2,879,414 | $3,063,080 | -$183,666 | $3,600,567 | $612,843 | $2,987,724 |
Financial details: 990 for the year ended November 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,956,872
- Investment income
- $108,409
- Other revenue
- $1,577
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,711,850
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $60,173
Balance sheet and other
- Total assets, start of year
- $3,600,567
- Total assets, end of year
- $4,468,193
- Total liabilities, end of year
- $595,754
- Net assets, end of year
- $3,872,439
- Publicly traded securities
- $2,353,799
- Gross receipts
- $4,066,858
- Employees
- 0
- Volunteers
- 3
- Year formed
- 1960
- 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 November 30, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACOB BAILEY | CHAIRMAN/UNION TRUSTEE Trustee or director, Officer | 1 | $0 | $165,947 | $21,123 |
| MELANIE BARTHOLF | UNION TRUSTEE (THRU 6.12.24) Trustee or director | 1 | $0 | $150,801 | $21,123 |
| MARIE WERTH | UNION TRUSTEE (START 6.12.24) Trustee or director | 1 | $0 | $124,024 | $21,123 |
| CHAD WHITESIDE | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 | $127,327 | $16,116 |
| DARREN HORNDASCH | SECRETARY/EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY LAMERS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERRI BRYANT-SMITH | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended November 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JACOB BAILEY | CHAIRMAN/UNION TRUSTEE Trustee or director, Officer | 1 | $0 | $159,369 | $20,665 |
| MELANIE BARTHOLF | UNION TRUSTEE Trustee or director | 1 | $0 | $145,955 | $20,665 |
| CHAD WHITESIDE | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 | $122,275 | $20,665 |
| DARREN HORNDASCH | SECRETARY/EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 | $0 |
| TIMOTHY LAMERS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHERRI BRYANT-SMITH | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 5200 W LOOMIS RD, GREENDALE, WI 53129-1408
- Principal officer (990 for 2023)
- JACOB BAILEY, 5200 WEST LOOMIS ROAD, GREENDALE, WI 53129
- Signed the 990
- JACOB BAILEY, CHAIRMAN
- Phone
- (414) 476-2523
- Return prepared by
- SIKICH LLC
Mission
TO PROVIDE ELIGIBLE PARTICIPANTS ACCIDENT, HEALTH, VISION, DENTAL, PRESCRIPTION DRUG, LIFE INSURANCE, LOSS OF TIME, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS.
Program accomplishments
- ACCIDENT, HEALTH, LOSS-OF-TIME, DENTAL, LIFE, VISION CARE BENEFIT PAYMENTS TO PARTICIPANTS.
- PRESCRIPTION DRUG PROGRAM BENEFITS PAID ON BEHALF OF PARTICIPANTS.
- LIFE INSURANCE BENEFITS PAID ON BEHALF OF PARTICIPANTS.
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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | Not on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 39-0979166
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1962
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,468,193
- Income (IRS master file)
- $4,066,858
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2024 | $4,066,858 | $3,312,237 | $4,468,193 | XML |
| 990 | November 2023 | $2,879,414 | $3,063,080 | $3,600,567 | XML |
| 990 | November 2022 | $2,823,004 | $2,499,973 | $3,611,775 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 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 39-0979166).
Questions about UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN
- What is the EIN of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN?
- The employer identification number (EIN) of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN is 39-0979166.
- Is UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
- Are donations to UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN 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 UNIONS & EMPLOYERS HEALTH PLAN due?
- The return for tax year 2024 (the year ending November 30, 2025) is due April 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2024.
- Who is the principal officer of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN?
- The 990 for the year ended November 30, 2024 names JACOB BAILEY.
- Who are the officers and directors of UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN?
- The 990 for the year ended November 30, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does UNITED FOOD & COMMERCIAL WORKERS UNIONS & EMPLOYERS HEALTH PLAN have?
- On its 990 for the year ended November 30, 2024 it reported revenue of $4,066,858, expenses of $3,312,237 and total assets of $4,468,193 at year end.
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