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Nonprofit · EIN 43-1724421

SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN

Tax-exempt · SAINT LOUIS, MO 63110

Financials

$3.2M$956K2022$6.2M$1M2023$4.5M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$4,546,535$1,376,729$3,169,806$42,451,403$94,612$42,356,791
August 31, 2024990$6,225,728$1,014,964$5,210,764$37,606,006$1,890$37,604,116
August 31, 2023990$3,191,624$955,798$2,235,826$31,998,663$0$31,998,663
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$3,390,039
Investment income
$1,155,471
Other revenue
$1,025

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,236,362
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$11,644
Accounting fees
$24,574

Balance sheet and other

Total assets, start of year
$37,606,006
Total assets, end of year
$42,451,403
Total liabilities, end of year
$94,612
Net assets, end of year
$42,356,791
Publicly traded securities
$41,612,849
Gross receipts
$4,546,535
Employees
0
Volunteers
0
Year formed
1995
State of legal domicile
MO

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 August 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID CONDERCHAIRMAN
Trustee or director, Officer
0$0
MONTE RUSSELLTRUSTEE
Trustee or director
0$0
STEVE HUGHARTSECRETARY-TREASURER
Trustee or director, Officer
0$0
SHANE SULLIVANTRUSTEE
Trustee or director
0$0
TATE WRIGHTTRUSTEE
Trustee or director
0$0
BRENT SIZEMORETRUSTEE
Trustee or director
0$0
PAM ALLENEXITNG TRUSTEE
Trustee or director
0$0
KELLY MCCORDTRUSTEE
Trustee or director
0$0
ANDY HIPSHERTRUSTEE
Trustee or director
0$0
990 for the year ended August 31, 2024: 8 people
NameTitleHours / weekCompensation
DAVID CONDERCHAIRMAN
Trustee or director, Officer
0$0
BJ SIMMERMANEXITING TRUSTEE
Trustee or director
0$0
MONTE RUSSELLTRUSTEE
Trustee or director
0$0
STEVE HUGHARTSECRETARY-TREASURER
Trustee or director, Officer
0$0
SHANE SULLIVANTRUSTEE
Trustee or director
0$0
TATE WRIGHTTRUSTEE
Trustee or director
0$0
BRENT SIZEMORETRUSTEE
Trustee or director
0$0
PAM ALLENTRUSTEE
Trustee or director
0$0
990 for the year ended August 31, 2023: 9 people
NameTitleHours / weekCompensation
DAVID CONDERCHAIRMAN
Trustee or director, Officer
0$0
BJ SIMMERMANTRUSTEE
Trustee or director
0$0
MONTE RUSSELLTRUSTEE
Trustee or director
0$0
STEVE WILSONEXITING TRUSTEE
Trustee or director
0$0
STEVE HUGHARTSECRETARY-TREASURER
Trustee or director, Officer
0$0
SHANE SULLIVANTRUSTEE
Trustee or director
0$0
TATE WRIGHTTRUSTEE
Trustee or director
0$0
BRENT SIZEMORETRUSTEE
Trustee or director
0$0
PAM ALLENTRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
5735 ELIZABETH AVE, SAINT LOUIS, MO 63110-2801
In care of
% FLOYD L DAVIS ADM
Principal officer (990 for 2024)
DAVID CONDER, 5735 ELIZABETH AVENUE, ST LOUIS, MO 63110
Signed the 990
DAVID CONDER, CHAIRMAN
Phone
(314) 752-2330
Return prepared by
ANDERS MINKLER HUBER & HELM LLP

Mission

NONE

990 for the year ended August 31, 2025

Program accomplishments

  • THE FUND IS A COLLECTIVELY BARGAINED WELFARE FUND WHICH USES EMPLOYER CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENFEITS TO EMPLOYEES OF THE CONTRIBUTING EMPLOYERS

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 August, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025August 31, 2026January 15, 2027Not due yet
2024August 31, 2025January 15, 2026990 on file
2023August 31, 2024January 15, 2025990 on file

IRS record

EIN
43-1724421
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$42,451,403
Income (IRS master file)
$4,546,535

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$4,546,535$1,376,729$42,451,403XML
990August 2024$6,225,728$1,014,964$37,606,006XML
990August 2023$3,191,624$955,798$31,998,663XML
990August 2022$2,764,993$928,020$28,310,258IRS
990August 2021–––IRS
990August 2020–––IRS
990August 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 43-1724421).

Questions about SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN

What is the EIN of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN?
The employer identification number (EIN) of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN is 43-1724421.
Is SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE 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 SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN due?
The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended August 2025.
Who is the principal officer of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN?
The 990 for the year ended August 31, 2025 names DAVID CONDER.
Who are the officers and directors of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN?
The 990 for the year ended August 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN have?
On its 990 for the year ended August 31, 2025 it reported revenue of $4,546,535, expenses of $1,376,729 and total assets of $42,451,403 at year end.

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