Nonprofit · EIN 61-1165849
UPS PILOTS MUTUAL AID PLAN
Tax-exempt · LOUISVILLE, KY 40219
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| October 31, 2025 | 990 | $8,082,139 | $8,203,308 | -$121,169 | $9,864,828 | $3,278,049 | $6,586,779 |
| October 31, 2024 | 990 | $6,959,923 | $7,020,819 | -$60,896 | $10,612,890 | $4,292,663 | $6,320,227 |
| October 31, 2023 | 990 | $7,685,050 | $7,608,770 | $76,280 | $9,322,070 | $3,298,084 | $6,023,986 |
Financial details: 990 for the year ended October 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,724,501
- Investment income
- $357,638
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,032,274
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $43,700
- Occupancy
- $1,500
- Depreciation
- $76
Balance sheet and other
- Total assets, start of year
- $10,612,890
- Total assets, end of year
- $9,864,828
- Total liabilities, end of year
- $3,278,049
- Net assets, end of year
- $6,586,779
- Publicly traded securities
- $9,469,086
- Net assets without donor restrictions
- $6,586,779
- Gross receipts
- $8,082,139
- Employees
- 0
- Volunteers
- 32
- Year formed
- 1989
- State of legal domicile
- KY
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 October 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY REYNOLDS | TRUSTEE Trustee or director | 1 | $0 |
| MARK LUND | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL BRADLEY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
990 for the year ended October 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TIMOTHY REYNOLDS | TRUSTEE Trustee or director | 1 | $0 |
| MARK LUND | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL BRADLEY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MARC SALLEE | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended October 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARC SALLEE | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| TIMOTHY REYNOLDS | TRUSTEE Trustee or director | 1 | $0 |
| MARK LUND | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL BRADLEY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MICHAEL LORIMER | FORMER CHAIRMAN Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3607 FERN VALLEY RD, LOUISVILLE, KY 40219-1916
- In care of
- % INDEPENDENT PILOTS ASSOCIATION
- Principal officer (990 for 2024)
- DANIEL BRADLEY, 3607 FERN VALLEY ROAD, LOUISVILLE, KY 40219
- Signed the 990
- DANIEL BRADLEY, CHAIRMAN
- Phone
- (502) 968-0341
- Return prepared by
- DEMING MALONE LIVESAY & OSTROFF PSC
Mission
TO PROVIDE FINANCIAL AID TO MEMBERS WHO HAVE EXPERIENCED A LOSS OF INCOME, THROUGH SICKNESS OR PHYSICAL DISABILITY, WHILE EMPLOYED BY UNITED PARCEL SERVICE CO.
Program accomplishments
- THE PLAN PROVIDES FINANCIAL AID TO MEMBERS WHO HAVE EXPERIENCED A LOSS OF INCOME, THROUGH SICKNESS OR PHYSICAL DISABILITY, WHILE EMPLOYED BY THE UNITED PARCEL SERVICE CO.
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 October, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | October 31, 2026 | March 15, 2027 | Not due yet |
| 2024 | October 31, 2025 | March 16, 2026 | 990 on file |
| 2023 | October 31, 2024 | March 17, 2025 | 990 on file |
IRS record
- EIN
- 61-1165849
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- October
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,864,828
- Income (IRS master file)
- $8,082,139
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | October 2025 | $8,082,139 | $8,203,308 | $9,864,828 | XML |
| 990 | October 2024 | $6,959,923 | $7,020,819 | $10,612,890 | XML |
| 990 | October 2023 | $7,685,050 | $7,608,770 | $9,322,070 | XML |
| 990 | October 2022 | $7,064,967 | $5,577,463 | $9,057,525 | IRS |
| 990 | October 2021 | – | – | – | IRS |
| 990 | October 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 61-1165849).
Questions about UPS PILOTS MUTUAL AID PLAN
- What is the EIN of UPS PILOTS MUTUAL AID PLAN?
- The employer identification number (EIN) of UPS PILOTS MUTUAL AID PLAN is 61-1165849.
- Is UPS PILOTS MUTUAL AID PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to UPS PILOTS MUTUAL AID PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UPS PILOTS MUTUAL AID 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 UPS PILOTS MUTUAL AID PLAN due?
- The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UPS PILOTS MUTUAL AID PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended October 2025.
- Who is the principal officer of UPS PILOTS MUTUAL AID PLAN?
- The 990 for the year ended October 31, 2025 names DANIEL BRADLEY.
- Who are the officers and directors of UPS PILOTS MUTUAL AID PLAN?
- The 990 for the year ended October 31, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does UPS PILOTS MUTUAL AID PLAN have?
- On its 990 for the year ended October 31, 2025 it reported revenue of $8,082,139, expenses of $8,203,308 and total assets of $9,864,828 at year end.
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