Nonprofit · EIN 13-4068389
UNITED HEALTH AND WELFARE FUND
Tax-exempt · NEW YORK, NY 10169
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2024 | 990 | $1,916,641 | $1,759,735 | $156,906 | $526,649 | $0 | $526,649 |
Financial details: 990 for the year ended June 30, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $0
- Other revenue
- $1,916,641
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,639,735
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $369,743
- Total assets, end of year
- $526,649
- Total liabilities, end of year
- $0
- Net assets, end of year
- $526,649
- Net assets without donor restrictions
- $526,649
- Gross receipts
- $1,916,641
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1999
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MICHAEL MANSFIELD ESQ | INDEPENDENT FIDUCIARY Trustee or director | 3 | $0 |
Address and contacts
- Address (IRS master file)
- 230 PARK AVE RM 440, NEW YORK, NY 10169-0400
- In care of
- % MICHAEL MANSFIELD ESQ
- Principal officer (990 for 2023)
- Michael J Mansfield ESQ, 230 Park Ave, Rm 440, New York, NY 10169
- Signed the 990
- William E Twomey, CFO of T&M USA LLC
- Phone
- (212) 422-0000
Mission
TO PROVIDE MEDICAL, SURGICAL, HOSPITAL AND OTHER WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- The Plan was able to provide insurance to eligible participants.
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 | Not on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 13-4068389
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2001
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $526,649
- Income (IRS master file)
- $1,916,641
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2024 | $1,916,641 | $1,759,735 | $526,649 | XML |
| 990 | June 2023 | $1,643,930 | $1,398,371 | $369,743 | IRS |
| 990 | June 2022 | – | – | – | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | 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 13-4068389).
Questions about UNITED HEALTH AND WELFARE FUND
- What is the EIN of UNITED HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of UNITED HEALTH AND WELFARE FUND is 13-4068389.
- Is UNITED HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
- Are donations to UNITED HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED HEALTH AND WELFARE 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 HEALTH AND WELFARE 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 UNITED HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2024.
- Who is the principal officer of UNITED HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2024 names Michael J Mansfield ESQ.
- Who are the officers and directors of UNITED HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does UNITED HEALTH AND WELFARE FUND have?
- On its 990 for the year ended June 30, 2024 it reported revenue of $1,916,641, expenses of $1,759,735 and total assets of $526,649 at year end.
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