Nonprofit · EIN 13-1973409
WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN
Tax-exempt · BROOKLYN, NY 11214
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $25,216,670 | $22,001,124 | $3,215,546 | $20,075,701 | $43,039 | $20,032,662 |
| December 31, 2023 | 990 | $21,618,027 | $17,176,595 | $4,441,432 | $17,577,361 | $29,990 | $17,547,371 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $22,030,945
- Investment income
- $1,714,946
- Net gain from sales of assets
- $1,344,367
- Other revenue
- $1,470,779
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $20,906,605
- Other salaries and wages
- $107,297
- Salaries, compensation and benefits (total)
- $165,370
- Professional fundraising fees
- $0
- Legal fees
- $27,033
- Accounting fees
- $57,900
- Occupancy
- $24,175
- Depreciation
- $3,448
Balance sheet and other
- Total assets, start of year
- $17,543,531
- Total assets, end of year
- $20,075,701
- Total liabilities, end of year
- $43,039
- Net assets, end of year
- $20,032,662
- Land, buildings and equipment
- $309
- Publicly traded securities
- $10,671,225
- Gross receipts
- $29,470,012
- Employees
- 2
- Volunteers
- 0
- Year formed
- 1962
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD RUTAN | UNION TRUSTEE Trustee or director | 1 | $0 | $158,030 | $25,682 |
| GLEN CARTER | ADMINISTRATOR Officer | 1 | $0 | $131,829 | $25,682 |
| ROY KOHN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW MATTASSA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE YOUNG | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 5 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD RUTAN | UNION TRUSTEE Trustee or director | 1 | $0 | $179,810 | $24,100 |
| GLEN CARTER | ADMINISTRATOR Officer | 1 | $0 | $154,272 | $24,100 |
| ROY KOHN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW MATTASSA | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE YOUNG | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8402 18TH AVE, BROOKLYN, NY 11214-2911
- Principal officer (990 for 2024)
- GLEN CARTER, 8402 18TH AVE, BROOKLYN, NY 11214
- Signed the 990
- GLEN CARTER, ADMINISTRATOR
- Phone
- (718) 331-2311
- Return prepared by
- WEAVER AND TIDWELL LLP
Mission
TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, OPTICAL, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS.
Program accomplishments
- TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, DENTAL, OPTICAL, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR COVERED DEPENDENTS.
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 | Not 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
- 13-1973409
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $20,075,701
- Income (IRS master file)
- $29,470,012
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $25,216,670 | $22,001,124 | $20,075,701 | IRS |
| 990 | December 2023 | $21,618,027 | $17,176,595 | $17,577,361 | XML |
| 990 | December 2022 | $20,162,898 | $19,644,468 | $12,570,737 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 13-1973409).
Questions about WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN
- What is the EIN of WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN?
- The employer identification number (EIN) of WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN is 13-1973409.
- Is WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
- Are donations to WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN 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 WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN 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 WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 names GLEN CARTER.
- Who are the officers and directors of WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
- How much revenue does WINE LIQUOR & DISTILLERY WORKERS UNION-1 MAJOR MEDICAL PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $25,216,670, expenses of $22,001,124 and total assets of $20,075,701 at year end.
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