Nonprofit · EIN 62-6064101
UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR
Also known as UNION LOCAL 1529
Tax-exempt · CORDOVA, TN 38018
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $29,213,117 | $30,781,583 | -$1,568,466 | $1,530,235 | $3,010 | $1,527,225 |
| May 31, 2024 | 990 | $35,478,422 | $34,527,965 | $950,457 | $3,138,165 | $42,474 | $3,095,691 |
| May 31, 2023 | 990 | $37,014,695 | $37,090,311 | -$75,616 | $2,179,746 | $34,512 | $2,145,234 |
| May 31, 2022 | 990 (amended) | $41,154,508 | $41,023,872 | $130,636 | $2,269,313 | $48,463 | $2,220,850 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $29,176,486
- Investment income
- $36,631
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $28,805,465
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $49,009
- Accounting fees
- $33,000
- Occupancy
- $71,898
- Travel
- $9,311
Balance sheet and other
- Total assets, start of year
- $3,138,165
- Total assets, end of year
- $1,530,235
- Total liabilities, end of year
- $3,010
- Net assets, end of year
- $1,527,225
- Gross receipts
- $29,213,117
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1965
- State of legal domicile
- TN
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.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LEON E SHEPPARD JR | TRUSTEE Trustee or director | 2 | $0 | $307,688 |
| RICHARD SLAYTON | TRUSTEE Trustee or director | 2 | $0 | $204,725 |
| PEGGY PRESCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WES PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended May 31, 2024: 4 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LEON E SHEPPARD JR | TRUSTEE Trustee or director | 2 | $0 | $299,736 |
| RICHARD SLAYTON | TRUSTEE Trustee or director | 2 | $0 | $200,417 |
| PEGGY PRESCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WES PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LEON E SHEPPARD JR | TRUSTEE Trustee or director | 2 | $0 | $303,175 |
| RICHARD SLAYTON | TRUSTEE Trustee or director | 2 | $0 | $199,051 |
| DON SATTLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PEGGY PRESCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WES PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
990 for the year ended May 31, 2022: 5 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| LEON E SHEPPARD JR | TRUSTEE Trustee or director | 2 | $0 | $285,238 |
| RICHARD SLAYTON | TRUSTEE Trustee or director | 2 | $0 | $190,155 |
| DON SATLER | TRUSTEE Trustee or director | 2 | $0 | $0 |
| PEGGY PRESCOTT | TRUSTEE Trustee or director | 2 | $0 | $0 |
| WES PITT | TRUSTEE Trustee or director | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 661 N ERICSON RD, CORDOVA, TN 38018-1006
- Principal officer (990 for 2024)
- LEON E SHEPPARD JR, 661 N ERICSON ROAD, CORDOVA, TN 38018
- Signed the 990
- LEON E SHEPPARD JR, TRUSTEE
- Phone
- (901) 758-3004
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE INSURANCE COVERAGE FOR ELIGIBLE PARTICIPANTS
Program accomplishments
- TO PROVIDE INSURANCE COVERAGE FOR 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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 62-6064101
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $1,530,235
- Income (IRS master file)
- $29,213,117
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $29,213,117 | $30,781,583 | $1,530,235 | XML |
| 990 | May 2024 | $35,478,422 | $34,527,965 | $3,138,165 | XML |
| 990 | May 2023 | $37,014,695 | $37,090,311 | $2,179,746 | XML |
| 990 | May 2022 | $41,154,508 | $41,023,872 | $2,269,313 | XML |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 62-6064101).
Questions about UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR
- What is the EIN of UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR?
- The employer identification number (EIN) of UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR is 62-6064101.
- Is UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR 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 UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR 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 UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR 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 UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR?
- The 990 for the year ended May 31, 2025 names LEON E SHEPPARD JR.
- Who are the officers and directors of UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR?
- The 990 for the year ended May 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does UNITED FOOD & COMMERCIAL WORKERS EMPL HEALTH & WELFARE PL & TR have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $29,213,117, expenses of $30,781,583 and total assets of $1,530,235 at year end.
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