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Nonprofit · EIN 87-6205567

IATSE LOCAL 99 HEALTH TR

Also known as ARMSTRONG DANIEL J TTEE

Tax-exempt · SALT LAKE CITY, UT 84101

Financials

$1.3M$817K2023$2.1M$1M2024
Revenue Expenses · by fiscal year end
Financials of IATSE LOCAL 99 HEALTH TR by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$2,114,779$1,010,556$1,104,223$5,768,316$4,285$5,764,031
December 31, 2023990$1,342,285$817,006$525,279$4,270,334$3,228$4,267,106
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,330,605
Investment income
$784,174
Net gain from sales of assets
$664,567
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$740,795
Compensation of officers, directors and key employees
$102,252
Other salaries and wages
$24,625
Salaries, compensation and benefits (total)
$160,323
Professional fundraising fees
$0
Legal fees
$1,634
Accounting fees
$34,959
Travel
$1,823
Depreciation
$2,445

Balance sheet and other

Total assets, start of year
$4,270,334
Total assets, end of year
$5,768,316
Total liabilities, end of year
$4,285
Net assets, end of year
$5,764,031
Land, buildings and equipment
$12,018
Publicly traded securities
$4,897,463
Gross receipts
$3,458,601
Employees
3
Year formed
1998
State of legal domicile
UT

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
LAURA SMITHOFFICER
Officer
8$58,520
DANIEL HUTTENADMIN MANAGER
Officer
8$43,732
RONNIE COVERTTrustee
Trustee or director
0$0
JULIETTE LEACHTrustee
Trustee or director
0$0
BARBRA MAWTrustee
Trustee or director
0$0
JEFFREY STURGISTrustee
Trustee or director
0$0
LAINA THOMASTrustee
Trustee or director
0$0
KORTNI PATRICKTrustee
Trustee or director
0$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
LAURA SMITHOFFICER
Officer
8$59,346
DANIEL HUTTENADMIN MANAGER
Officer
8$42,171
RONNIE COVERTTrustee
Trustee or director
0$0
JULIETTE LEACHTrustee
Trustee or director
0$0
BARBRA MAWTrustee
Trustee or director
0$0
JEFFREY STURGISTrustee
Trustee or director
0$0
LAINA THOMASTrustee
Trustee or director
0$0
KORTNI PATRICKTrustee
Trustee or director
0$0

Address and contacts

Address (IRS master file)
230 W 200 S 2110, SALT LAKE CITY, UT 84101-1337
In care of
% DANIEL HUTTEN
Signed the 990
DANIEL HUTTEN, HEALTH TRUST ADM MGR
Phone
(801) 363-0815
Return prepared by
HAYNIE & COMPANY

Mission

ADMINISTER UNION MEMBERS' HEALTH BENEFITS.

990 for the year ended December 31, 2024

Program accomplishments

  • UNION MEMBERS EARN HEALTH BENEFITS FOR EVERY HOUR WORKED. THESE FUNDS ARE PAID TO THE TRUST AND CREDITED TO THE MEMBERS ACCOUNT. DISBURSEMENTS ARE MADE UPON SUBMISSION OF DOCUMENTS SUPPORTING THE PAYMENT OF COVERED MEDICAL COSTS OR TO PAY INSURANCE PREMIUMS.
    Expenses $740,795 · revenue $1,330,605

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

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

IRS record

EIN
87-6205567
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1999
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$5,768,316
Income (IRS master file)
$3,458,601

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$2,114,779$1,010,556$5,768,316IRS
990December 2023$1,342,285$817,006$4,270,334XML
990December 2022$1,277,411$666,210$3,245,718IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 87-6205567).

Questions about IATSE LOCAL 99 HEALTH TR

What is the EIN of IATSE LOCAL 99 HEALTH TR?
The employer identification number (EIN) of IATSE LOCAL 99 HEALTH TR is 87-6205567.
Is IATSE LOCAL 99 HEALTH TR tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1999.
Are donations to IATSE LOCAL 99 HEALTH TR tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IATSE LOCAL 99 HEALTH 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 IATSE LOCAL 99 HEALTH TR due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IATSE LOCAL 99 HEALTH TR last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of IATSE LOCAL 99 HEALTH TR?
The 990 for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization, the highest $58,520 (LAURA SMITH, OFFICER).
How much revenue does IATSE LOCAL 99 HEALTH TR have?
On its 990 for the year ended December 31, 2024 it reported revenue of $2,114,779, expenses of $1,010,556 and total assets of $5,768,316 at year end.

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