Nonprofit · EIN 03-0436586
LOCAL 2315 RETIREE BENEFIT VEBA FUND TR
Also known as BUNCE JIM TTEE
Tax-exempt (reinstated) · DAVIE, FL 33329
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $592,884 | $385,522 | $207,362 | $5,305,436 | $0 | $5,305,436 |
| May 31, 2024 | 990 | $680,836 | $510,528 | $170,308 | $4,801,438 | $0 | $4,801,438 |
| May 31, 2023 | 990 | $616,222 | $240,592 | $375,630 | $4,086,092 | $0 | $4,086,092 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $472,696
- Investment income
- $120,188
- Net gain from sales of assets
- -$2,065
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $340,158
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $2,472
- Accounting fees
- $2,650
Balance sheet and other
- Total assets, start of year
- $4,801,438
- Total assets, end of year
- $5,305,436
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,305,436
- Publicly traded securities
- $5,013,166
- Net assets without donor restrictions
- $5,305,436
- Gross receipts
- $594,949
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2000
- State of legal domicile
- FL
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 |
|---|---|---|---|
| ADAM KONICK | CHAIRMAN/PLAN ADMINISTRATOR Trustee or director, Officer | 1 | $0 |
| ANTHONY FERNANDEZ | PRESIDENT/TRUSTEE Trustee or director, Officer | 1 | $0 |
| CHRIS FLETCHER | TRUSTEE Trustee or director | 0 | $0 |
| CHRIS LOWE | TRUSTEE Trustee or director | 0 | $0 |
| ERIC RYNNING | TRUSTEE Trustee or director | 0 | $0 |
| GARY SPENCE | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended May 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY FERNANDEZ | TRUSTEE Institutional trustee | – | $0 |
| ADAM KONICK | CHAIRMAN Institutional trustee | – | $0 |
| CARL MARTINEZ | TRUSTEE Institutional trustee | – | $0 |
| ERIC RYNNING | TRUSTEE Institutional trustee | – | $0 |
| JEFF WALLACE | TRUSTEE Institutional trustee | – | $0 |
990 for the year ended May 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ANTHONY FERNANDEZ | TRUSTEE Institutional trustee | – | $0 |
| ADAM KONICK | CHAIRMAN Institutional trustee | – | $0 |
| CARL MARTINEZ | TRUSTEE Institutional trustee | – | $0 |
| ERIC RYNNING | TRUSTEE Institutional trustee | – | $0 |
| JEFF WALLACE | TRUSTEE Institutional trustee | – | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 291745, DAVIE, FL 33329-1745
- Principal officer (990 for 2024)
- ADAM KONICK, PO BOX 291745, DAVIE, FL 33329
- Signed the 990
- ADAM KONICK, CHAIRMAN
- Phone
- (954) 881-1687
- Return prepared by
- KSDT ADVISORS LLC
Mission
THE FUND PAYS OR PROVIDES FULL OR PARTIAL HEALTH INSURANCE PREMIUMS AND MEDICAL EXPENSE REIMBURSEMENTS AND RELATED BENEFITS TO ELIGIBLE PARTICIPANTS THROUGH POLICIES OF INSURANCE OF OTHER PROGRAMS AND FACILITIES.
Program accomplishments
- THE FUND PAYS OR PROVIDES FULL OR PARTIAL HEALTH INSURANCE PREMIUMS AND MEDICAL EXPENSE REIMBURSEMENTS AND RELATED BENEFITS TO ELIGIBLE PARTICIPANTS THROUGH POLICIES OF INSURANCE OF OTHER PROGRAMS AND FACILITIES.
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
- 03-0436586
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2015
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y20)
- Assets (IRS master file)
- $5,305,436
- Income (IRS master file)
- $594,949
Revocation and reinstatement
- Exemption revoked
- October 15, 2010
- Posted by the IRS
- October 16, 2014
- Reinstated
- Effective October 15, 2010
From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $592,884 | $385,522 | $5,305,436 | XML |
| 990 | May 2024 | $680,836 | $510,528 | $4,801,438 | IRS |
| 990 | May 2023 | $616,222 | $240,592 | $4,086,092 | XML |
| 990 | May 2022 | $648,227 | $388,633 | $3,934,361 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | 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 03-0436586).
Questions about LOCAL 2315 RETIREE BENEFIT VEBA FUND TR
- What is the EIN of LOCAL 2315 RETIREE BENEFIT VEBA FUND TR?
- The employer identification number (EIN) of LOCAL 2315 RETIREE BENEFIT VEBA FUND TR is 03-0436586.
- Is LOCAL 2315 RETIREE BENEFIT VEBA FUND TR tax-exempt?
- Yes. The IRS revoked its exemption on October 15, 2010 and reinstated it effective October 15, 2010.
- Are donations to LOCAL 2315 RETIREE BENEFIT VEBA FUND TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 2315 RETIREE BENEFIT VEBA FUND 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 LOCAL 2315 RETIREE BENEFIT VEBA FUND 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 LOCAL 2315 RETIREE BENEFIT VEBA FUND 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 LOCAL 2315 RETIREE BENEFIT VEBA FUND TR?
- The 990 for the year ended May 31, 2025 names ADAM KONICK.
- Who are the officers and directors of LOCAL 2315 RETIREE BENEFIT VEBA FUND TR?
- The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does LOCAL 2315 RETIREE BENEFIT VEBA FUND TR have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $592,884, expenses of $385,522 and total assets of $5,305,436 at year end.
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