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Nonprofit · EIN 55-6064846

BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN

Tax-exempt · LEXINGTON, KY 40503

Financials

$7.2M$6.1M2022$9.1M$9M2023$10.4M$10.5M2024
Revenue Expenses · by fiscal year end
Financials of BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
May 31, 2025990$10,371,633$10,491,963-$120,330$5,320,917$161,916$5,159,001
May 31, 2024990$9,121,044$9,021,679$99,365$5,319,371$160,680$5,158,691
May 31, 2023990$7,237,781$6,074,304$1,163,477$5,131,717$162,734$4,968,983
Financial details: 990 for the year ended May 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$10,214,568
Investment income
$128,625
Other revenue
$28,440

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$10,250,046
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$5,503
Accounting fees
$12,600

Balance sheet and other

Total assets, start of year
$5,319,371
Total assets, end of year
$5,320,917
Total liabilities, end of year
$161,916
Net assets, end of year
$5,159,001
Publicly traded securities
$3,218,860
Gross receipts
$10,371,633
Employees
0

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 May 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
RON BRADYTRUSTEE
Trustee or director
2$0
WILLIAM G FAULKESCHAIRMAN
Trustee or director
2$0
JOHHNY HAGERTRUSTEE
Trustee or director
2$0
RODNEY MARTINTRUSTEE
Trustee or director
2$0
RANDALL T MOORETRUSTEE
Trustee or director
2$0
JAMES A SPADETRUSTEE
Trustee or director
2$0
990 for the year ended May 31, 2024: 6 people
NameTitleHours / weekCompensation
RON BRADYTRUSTEE
Trustee or director
–$0
MATT FARLEYTRUSTEE
Trustee or director
–$0
WILLIAM G FAULKESCHAIRMAN
Trustee or director
–$0
RANDALL T MOORETRUSTEE
Trustee or director
–$0
DICK SMAILESTRUSTEE
Trustee or director
–$0
JAMES A SPADETRUSTEE
Trustee or director
–$0
990 for the year ended May 31, 2023: 6 people
NameTitleHours / weekCompensation
RON BRADYTRUSTEE
Trustee or director
2$0
MATT FARLEYTRUSTEE
Trustee or director
2$0
WILLIAM G FAULKESCHAIRMAN
Trustee or director
2$0
RANDALL T MOORETRUSTEE
Trustee or director
2$0
DICK SMAILESTRUSTEE
Trustee or director
2$0
JAMES A SPADETRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
230 LEXINGTON GREEN CIR STE 400, LEXINGTON, KY 40503-3337
Principal officer (990 for 2024)
WILLIAM G FAULKES, 333 WEST VINE STREET, LEXINGTON, KY 40507
Signed the 990
WILLIAM G FAULKES, CHAIRMAN
Phone
(859) 226-1700
Return prepared by
FRANK N HESTAND CPA PSC

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

990 for the year ended May 31, 2025

Program accomplishments

  • TO PROVIDE HEALTH, DISABILITY AND LIFE INSURANCE BENEFITS TO ELIGIBLE 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 May, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025May 31, 2026October 15, 2026Not on file
2024May 31, 2025October 15, 2025990 on file
2023May 31, 2024October 15, 2024990 on file

IRS record

EIN
55-6064846
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1977
Accounting year ends
May
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,320,917
Income (IRS master file)
$10,371,633

Filing history

FormYear endedRevenueExpensesAssetsReturn
990May 2025$10,371,633$10,491,963$5,320,917XML
990May 2024$9,121,044$9,021,679$5,319,371XML
990May 2023$7,237,781$6,074,304$5,131,717XML
990May 2022$6,879,190$7,041,918$3,968,891IRS
990May 2021–––IRS
990May 2020–––IRS
990May 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 55-6064846).

Questions about BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN

What is the EIN of BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN?
The employer identification number (EIN) of BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN is 55-6064846.
Is BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
Are donations to BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN 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 BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN due?
The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended May 2025.
Who is the principal officer of BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN?
The 990 for the year ended May 31, 2025 names WILLIAM G FAULKES.
Who are the officers and directors of BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN?
The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does BARGAINING ASSOCIATION STEELWORKERS LOCAL 14614 HEALTH AND WELFARE FUN have?
On its 990 for the year ended May 31, 2025 it reported revenue of $10,371,633, expenses of $10,491,963 and total assets of $5,320,917 at year end.

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