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Nonprofit · EIN 47-0738490

PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST

Tax-exempt · OMAHA, NE 68154

Financials

$1.3M$1.3M2022$1.4M$1.3M2023$1.2M$1.4M2024
Revenue Expenses · by fiscal year end
Financials of PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
August 31, 2025990$1,150,826$1,445,348-$294,522$584,291$512,254$72,037
August 31, 2024990$1,423,797$1,328,461$95,336$400,286$34,534$365,752
August 31, 2023990$1,324,151$1,325,540-$1,389$298,776$31,301$267,475
Financial details: 990 for the year ended August 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,149,925
Investment income
$901
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,339,541
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$21,644
Accounting fees
$22,975
Occupancy
$3,736

Balance sheet and other

Total assets, start of year
$400,286
Total assets, end of year
$584,291
Total liabilities, end of year
$512,254
Net assets, end of year
$72,037
Publicly traded securities
$16,923
Gross receipts
$1,150,826
Employees
0
Volunteers
2
Year formed
1978
State of legal domicile
NE

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
MIKE ANDERSENCHAIRMAN
Trustee or director, Officer
0$0
JEREMIAH FITCHTRUSTEE
Trustee or director
0$0
990 for the year ended August 31, 2024: 2 people
NameTitleHours / weekCompensation
MIKE ANDERSENCHAIRMAN
Trustee or director, Officer
0$0
JEREMIAH FITCHTRUSTEE
Trustee or director
0$0
990 for the year ended August 31, 2023: 2 people
NameTitleHours / weekCompensation
MIKE ANDERSENCHAIRMAN
Trustee or director
0$0
JEREMIAH FITCHTrustee
Trustee or director
0$0

Address and contacts

Address (IRS master file)
256 N 115TH ST STE 10, OMAHA, NE 68154-2558
In care of
% CELESTE GARDNER
Principal officer (990 for 2024)
MIKE ANDERSEN, 256 N 115TH STREET SUITE 10, OMAHA, NE 68154
Signed the 990
MIKE ANDERSEN, PRINCIPAL OFFICER
Phone
(402) 342-1101
Return prepared by
Forvis Mazars LLP

Mission

ADMINISTER EMPLOYEE BENEFIT PLAN; RECEIVE COLLECTIVELY BARGAINED HEALTH AND WELFARE CONTRIBUTIONS FROM EMPLOYERS; AND DISBURSE FUNDS FOR INSURANCE PREMIUMS. THE PLAN HAD 104 ACTIVE PARTICIPANTS AS OF AUGUST 31, 2025.

990 for the year ended August 31, 2025

Program accomplishments

  • PROVIDE AND MAINTAIN GROUP LIFE AND GROUP ACCIDENT AND HEALTH INSURANCE, INCLUDING GROUP HOSPITALIZATION, MEDICAL, AND SURGICAL BENEFITS. THE PLAN HAD 104 ACTIVE PARTICIPANTS AT 8/31/25.
    Expenses $1,445,348 · revenue $1,149,925

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
47-0738490
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1991
Accounting year ends
August
Files
Form 990 or 990-EZ
Assets (IRS master file)
$584,291
Income (IRS master file)
$1,150,826

Filing history

FormYear endedRevenueExpensesAssetsReturn
990August 2025$1,150,826$1,445,348$584,291XML
990August 2024$1,423,797$1,328,461$400,286XML
990August 2023$1,324,151$1,325,540$298,776XML
990August 2022$1,131,115$1,138,731$305,181IRS
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 47-0738490).

Questions about PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST

What is the EIN of PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST?
The employer identification number (EIN) of PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST is 47-0738490.
Is PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
Are donations to PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does PAINTERS LOCAL NO 109 HEALTH AND WELFARE 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 PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST 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 PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST 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 PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST?
The 990 for the year ended August 31, 2025 names MIKE ANDERSEN.
Who are the officers and directors of PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST?
The 990 for the year ended August 31, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does PAINTERS LOCAL NO 109 HEALTH AND WELFARE TRUST have?
On its 990 for the year ended August 31, 2025 it reported revenue of $1,150,826, expenses of $1,445,348 and total assets of $584,291 at year end.

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