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Nonprofit · EIN 39-1506367

JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST

Tax-exempt · NEENAH, WI 54956

Financials

$22M$21.8M2023$21M$20.4M2024$19.7M$21.5M2025
Revenue Expenses · by fiscal year end
Financials of JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$19,716,978$21,485,231-$1,768,253$2,046,465$0$2,046,465
December 31, 2024990$21,002,370$20,360,983$641,387$2,775,473$0$2,775,473
December 31, 2023990$21,969,400$21,832,483$136,917$2,134,086$0$2,134,086
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$19,628,547
Program service revenue
$0
Investment income
$88,431
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$18,814,229
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$21,485,231

Balance sheet and other

Total assets, start of year
$3,814,719
Total assets, end of year
$2,046,465
Total liabilities, end of year
$0
Net assets, end of year
$2,046,465
Net assets with donor restrictions
$2,046,465
Gross receipts
$19,716,978
Employees
0
Volunteers
0
Year formed
1984
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, 2025, highest compensation first.

NameTitleHours / weekCompensation
JP Morgan ChaseTrustee
Institutional trustee
1$0
990 for the year ended December 31, 2024: 1 people
NameTitleHours / weekCompensation
JP Morgan ChaseTrustee
Institutional trustee
1$0
990 for the year ended December 31, 2023: 1 people
NameTitleHours / weekCompensation
Associated Trust CompanyTrustee
Institutional trustee
1$0

Address and contacts

Address (IRS master file)
3003 BREEZEWOOD LN, NEENAH, WI 54956-9611
In care of
% DANA GILMAN
Principal officer (990 for 2025)
Dana Gilman, 3003 BREEZEWOOD LN, NEENAH, WI 549569611
Signed the 990
Dana S Gilman, CFO
Phone
(290) 967-7115

Mission

Provide Healthcare benefits to JJKA employees

990 for the year ended December 31, 2025

Program accomplishments

  • Provide health care benefits to employees
    grants $214,852,320

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
39-1506367
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1988
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$2,046,465
Income (IRS master file)
$19,716,978

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$19,716,978$21,485,231$2,046,465XML
990December 2024$21,002,370$20,360,983$2,775,473XML
990December 2023$21,969,400$21,832,483$2,134,086XML
990December 2022$20,347,087$20,654,384$1,688,862IRS
990December 2021–––IRS
990December 2020–––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 39-1506367).

Questions about JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST

What is the EIN of JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST?
The employer identification number (EIN) of JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST is 39-1506367.
Is JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
Are donations to JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST 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 JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2025 names Dana Gilman.
Who are the officers and directors of JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST?
The 990 for the year ended December 31, 2025 lists 1 person; 0 received compensation from the organization.
How much revenue does JJ KELLER & ASSOCIATES INC HEALTH AND WELFARE BENEFIT TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $19,716,978, expenses of $21,485,231 and total assets of $2,046,465 at year end.

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