Nonprofit · EIN 13-3608156
LOCAL 1169 BENEFIT TR FUND
Tax-exempt · HAWTHORNE, NY 10532
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990-EZ | $83,157 | $89,156 | -$5,999 | $140,364 | $500 | $139,864 |
| August 31, 2024 | 990-EZ | $92,961 | $103,883 | -$10,922 | $146,363 | $500 | $145,863 |
| August 31, 2023 | 990-EZ | $106,322 | $113,319 | -$6,997 | $157,286 | $500 | $156,786 |
Financial details: 990-EZ for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $83,157
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $87,991
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fees and payments to contractors
- $500
- Other expenses
- $665
- Program services (functional)
- $87,991
Balance sheet and other
- Total assets, start of year
- $146,363
- Total assets, end of year
- $140,364
- Total liabilities, end of year
- $500
- Net assets, end of year
- $139,864
- Cash, savings and investments
- $140,364
- Gross receipts
- $83,157
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-EZ for the year ended August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN STALLONE | TRUSTEE | 2 | $0 |
| MICHAEL STOLZ | TRUSTEE | 2 | $0 |
| SHAWN MARSHALL | TRUSTEE | 2 | $0 |
| MELISSA OLIVARES | TRUSTEE | 2 | $0 |
| BETTY CAMPIONE-PHILLIPS | TRUSTEE | 2 | $0 |
990-EZ for the year ended August 31, 2024: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN STALLONE | TRUSTEE | 2 | $0 |
| MICHAEL STOLZ | TRUSTEE | 2 | $0 |
| SHAWN MARSHALL | TRUSTEE | 2 | $0 |
| MELISSA OLIVARES | TRUSTEE | 2 | $0 |
| BETTY CAMPIONE-PHILLIPS | TRUSTEE | 2 | $0 |
990-EZ for the year ended August 31, 2023: 5 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAREN STALLONE | TRUSTEE | 2 | $0 |
| MICHAEL STOLZ | TRUSTEE | 2 | $0 |
| SHAWN MARSHALL | TRUSTEE | 2 | $0 |
| MELISSA OLIVARES | TRUSTEE | 2 | $0 |
| BETTY CAMPIONE-PHILLIPS | TRUSTEE | 2 | $0 |
Address and contacts
- Address (IRS master file)
- 226 LINDA AVE, HAWTHORNE, NY 10532-2018
- In care of
- % ROSEANNA OLSON
- Signed the 990-EZ
- MICHAEL STOLZ, TRUSTEE
- Phone
- (845) 242-6269
- Return prepared by
- Greg Zalewski
Mission
PROVIDE BENEFITS TO MEMBERS
Program accomplishments
- 1. A dental plan on a self-funded basis for our members. Members participate as either a family or as a single member. Family members do not contribute $150 towards the plan unless it is the first year of participation in the plan as a family member. Each person in the plan is eligible to receive up to $1500 in dental benefits per year. The program is used extensively by its members. 2. A catastrophic insurance plan as an enhancement to the medical plan. It has a $25,000 deductible and covers drugs, hospitalization, long-term nursing care, etc. 3. A legal plan that offers free wills, unlimited toll-free advice, reduced costs for real estate transactions, matrimony, criminal defense, business transactions, etc. and it has an elder care rider that provides durable power of attorney, health care proxy, and living wills. It is part of the elder care security package. 4. Out-of-pocket reimbursement for the existing system that includes up to $750 for medical and dental out-of-pocket expenses, $100 for a driver program, $100 for eyeglasses and $100 for health club/fitness classes. The total reimbursement for the fiscal year was capped at $600 maximum reimbursement. The maximum will vary on a fiscal year basis and is dependent on fund balance at the end of the previous fiscal year and an estimation of current year costs. 5. A vision eyeglass plan is no charge to members. This benefit is for members only and does not include their families. 6. The trustees must keep reserve monies because the dental plan is self-funded. The maximum yearly reimbursement is $1500 for year person in the plan. If all members were to use the plan at the maximum level ($1500), the total cost of the plan could exceed $400,000. However, while this is highly unlikely the expenses are nonetheless carefully monitored.Expenses $87,991
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990-EZ on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990-EZ on file |
IRS record
- EIN
- 13-3608156
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1991
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $140,364
- Income (IRS master file)
- $83,157
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | August 2025 | $83,157 | $89,156 | $140,364 | XML |
| 990-EZ | August 2024 | $92,961 | $103,883 | $146,363 | IRS |
| 990-EZ | August 2023 | $106,322 | $113,319 | $157,286 | XML |
| 990-EZ | August 2022 | – | – | – | IRS |
| 990-EZ | August 2021 | – | – | – | 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 13-3608156).
Questions about LOCAL 1169 BENEFIT TR FUND
- What is the EIN of LOCAL 1169 BENEFIT TR FUND?
- The employer identification number (EIN) of LOCAL 1169 BENEFIT TR FUND is 13-3608156.
- Is LOCAL 1169 BENEFIT TR FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
- Are donations to LOCAL 1169 BENEFIT TR FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 1169 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 LOCAL 1169 BENEFIT TR FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL 1169 BENEFIT TR FUND last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended August 2025.
- Who are the officers and directors of LOCAL 1169 BENEFIT TR FUND?
- The 990-EZ for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does LOCAL 1169 BENEFIT TR FUND have?
- On its 990-EZ for the year ended August 31, 2025 it reported revenue of $83,157, expenses of $89,156 and total assets of $140,364 at year end.
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