Nonprofit · EIN 10-0007034
WESTERN SULLIVAN BENEFIT TR FUND
Also known as NONNENMACHER DAVID TTEE
Tax-exempt · LAKE HUNTINGTON, NY 12752
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $347,178 | $332,565 | $14,613 | $473,950 | $0 | $473,950 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $342,844
- Investment income
- $151
- Other revenue
- $4,183
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $326,484
- Compensation of officers, directors and key employees
- $1,500
- Salaries, compensation and benefits (total)
- $1,500
- Professional fundraising fees
- $0
- Accounting fees
- $725
- Depreciation
- $146
Balance sheet and other
- Total assets, start of year
- $459,337
- Total assets, end of year
- $473,950
- Total liabilities, end of year
- $0
- Net assets, end of year
- $473,950
- Net assets without donor restrictions
- $473,950
- Gross receipts
- $347,178
- Employees
- 0
- Year formed
- 2001
- State of legal domicile
- NY
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JASON CLARK | TREASURER Officer | 2 | $1,000 |
| KAYLA PETERS | PRIVACY OFFI Trustee or director | 2 | $500 |
| PADRAIC MCCARTHY | TRUST CHAIR Trustee or director, Officer | 2 | $0 |
| KATELYN KELLY | MEMBER Trustee or director | 2 | $0 |
| HILDA MONFREDO | MEMBER Trustee or director | 2 | $0 |
| TRACEY GORR | MEMBER Trustee or director | 2 | $0 |
| MAUREEN CASEY-BRANT | MEMBER Trustee or director | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 6604 STATE ROUTE 52, LAKE HUNTINGTON, NY 12752-0000
- Principal officer (990 for 2024)
- PADRAIC MCCARTHY
- Signed the 990
- PADRAIC MCCARTHY, TRUST CHAIR
- Phone
- (845) 932-8401
- Return prepared by
- COOPER ARIAS LLP
Mission
TO PROVIDE BENEFITS TO ITS MEMBERS
Program accomplishments
- DENTAL INSURANCE WAS PROVIDED TO 188 MEMBERS THROUGH A CONTRACT WITH DELTA DENTALExpenses $185,666
- GROUP LEGAL WAS PROVIED TO 191 MEMBERS THROUGH A CONTRACT WITH NYSUT MEMBER BENEFITSExpenses $13,416
- LONG TERM DISABILITY WAS PROVIDED TO 192 MEMBERS THROUGH A CONTRACT WITH UNUMExpenses $38,797
- SUPPLIMENTAL FLEX PROVIDED FOR 79 MEMBERS THROUGH PREFERRED GROUP EXPENSE 64,930 VISION INSURANCE WAS PROVIDED TO 199 MEMBERS THROUGH A CONTACT WITH NYSUT MEMBER BENEFITS EXPENSE 26,725Expenses $91,801
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 10-0007034
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2004
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $473,950
- Income (IRS master file)
- $347,178
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | – | – | – | IRS |
| 990 | June 2024 | – | – | – | IRS |
| 990 | June 2023 | $343,820 | $310,949 | $449,250 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about WESTERN SULLIVAN BENEFIT TR FUND
- What is the EIN of WESTERN SULLIVAN BENEFIT TR FUND?
- The employer identification number (EIN) of WESTERN SULLIVAN BENEFIT TR FUND is 10-0007034.
- Is WESTERN SULLIVAN BENEFIT TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2004.
- Are donations to WESTERN SULLIVAN BENEFIT TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WESTERN SULLIVAN BENEFIT TR 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 WESTERN SULLIVAN BENEFIT TR FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did WESTERN SULLIVAN BENEFIT TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of WESTERN SULLIVAN BENEFIT TR FUND?
- The 990 for the year ended June 30, 2025 names PADRAIC MCCARTHY.
- Who are the officers and directors of WESTERN SULLIVAN BENEFIT TR FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 2 received compensation from the organization, the highest $1,000 (JASON CLARK, TREASURER).
- How much revenue does WESTERN SULLIVAN BENEFIT TR FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $347,178, expenses of $332,565 and total assets of $473,950 at year end.