Nonprofit · EIN 02-0642001
UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND
Tax-exempt · PEMBROKE PNES, FL 33028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $9,938,354 | $9,677,216 | $261,138 | $12,444,907 | $83,588 | $12,361,319 |
| December 31, 2024 | 990 | $7,775,816 | $8,703,419 | -$927,603 | $11,977,603 | $2,073,166 | $9,904,437 |
| December 31, 2023 | 990 | $9,193,769 | $8,930,945 | $262,824 | $12,402,918 | $1,648,259 | $10,754,659 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,514,098
- Investment income
- $424,256
- Net gain from sales of assets
- $13,569
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,386,484
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,300
- Accounting fees
- $77,800
- Program services (functional)
- $9,677,216
Balance sheet and other
- Total assets, start of year
- $11,977,603
- Total assets, end of year
- $12,444,907
- Total liabilities, end of year
- $83,588
- Net assets, end of year
- $12,361,319
- Publicly traded securities
- $8,764,780
- Net assets without donor restrictions
- $12,361,319
- Gross receipts
- $20,933,178
- Employees
- 0
- Year formed
- 2002
- State of legal domicile
- OK
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ricky Burris | Union Trustee Trustee or director | 1 | $0 |
| A Jacobson | Employer Trustee Trustee or director | 1 | $0 |
| C Henderson | Employer Trustee Trustee or director | 1 | $0 |
| Jennifer Foley | Union Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ricky Burris | Union Trustee Trustee or director | 1 | $0 |
| Al Friesen | Employer Trustee Trustee or director | 1 | $0 |
| Jessica Willoughby | Employer Trustee Trustee or director | 1 | $0 |
| Jennifer Foley | Union Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Ricky Burris | Union Trustee Trustee or director | 1 | $0 |
| Al Friesen | Employer Trustee Trustee or director | 1 | $0 |
| Paula Labian | Employer Trustee Trustee or director | 1 | $0 |
| Jennifer Foley | Union Trustee Trustee or director, Officer | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2010 NW 150TH AVE STE 200, PEMBROKE PNES, FL 33028-2888
- In care of
- % UFCW LOCAL 100 OKLAHOMA
- Principal officer (990 for 2025)
- Richard Burris, 2010 NW 150th Avenue, Pembroke Pines, FL 33028
- Signed the 990
- Richard Burris, Chairman
- Phone
- (800) 842-5899
- Return prepared by
- LaPadula Carlson Co
Mission
The Fund is benefit plan established to provide medical and health benefits to eligible participants and their dependents.
Program accomplishments
- Medical and health benefits paid to or for eligible participants and related administrative expenses.Expenses $9,677,216
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 02-0642001
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $12,444,907
- Income (IRS master file)
- $20,933,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $9,938,354 | $9,677,216 | $12,444,907 | XML |
| 990 | December 2024 | $7,775,816 | $8,703,419 | $11,977,603 | XML |
| 990 | December 2023 | $9,193,769 | $8,930,945 | $12,402,918 | XML |
| 990 | December 2022 | $9,977,909 | $9,259,360 | $11,757,686 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 02-0642001).
Questions about UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND
- What is the EIN of UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND?
- The employer identification number (EIN) of UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND is 02-0642001.
- Is UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND 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 LOCAL 1000-OKLA HEALTH & WELF FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND?
- The 990 for the year ended December 31, 2025 names Richard Burris.
- Who are the officers and directors of UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND?
- The 990 for the year ended December 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does UNITED FOOD & COMMERCIAL WORKERS LOCAL 1000-OKLA HEALTH & WELF FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $9,938,354, expenses of $9,677,216 and total assets of $12,444,907 at year end.
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