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Nonprofit · EIN 13-6601635

TRANSPORT WORKERS UNION

Also known as WSTCHSTR PRVT BUS LINES HLTH BEN TR

Tax-exempt · WHITE PLAINS, NY 10604

Financials

$28.2M$24.5M2023$25.7M$23.3M2024
Revenue Expenses · by fiscal year end
Financials of TRANSPORT WORKERS UNION by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$25,729,518$23,340,701$2,388,817$26,210,097$11,912$26,198,185
December 31, 2023990$28,150,107$24,543,800$3,606,307$23,391,515$35,466$23,356,049
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$25,176,725
Investment income
$552,793
Net gain from sales of assets
-$40,414
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$23,034,106
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$66,784
Accounting fees
$13,000

Balance sheet and other

Total assets, start of year
$23,391,515
Total assets, end of year
$26,210,097
Total liabilities, end of year
$11,912
Net assets, end of year
$26,198,185
Publicly traded securities
$12,200,825
Gross receipts
$41,178,500
Employees
0
Volunteers
0
Year formed
1973
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.

NameTitleHours / weekCompensation
JOSEPH MURPHYTRUSTEE
Trustee or director
2$0
CARLOS BERNABELTRUSTEE
Trustee or director
2$0
MANUEL AGOSTOTRUSTEE
Trustee or director
2$0
GERARD BERNACCHIATRUSTEE
Trustee or director
2$0
BRUCE BERNACCHIATRUSTEE
Trustee or director
2$0
THOMAS MONACOTRUSTEE
Trustee or director
2$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensation
JOSEPH MURPHYTRUSTEE
Trustee or director
2$0
CARLOS BERNABELTRUSTEE
Trustee or director
2$0
MANUEL AGOSTOTRUSTEE
Trustee or director
2$0
GERARD BERNACCHIATRUSTEE
Trustee or director
2$0
BRUCE BERNACCHIATRUSTEE
Trustee or director
2$0
THOMAS MONACOTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
333 WESTCHESTER AVENUE, WHITE PLAINS, NY 10604-2910
Principal officer (990 for 2024)
GERARD BERNACCHIA, 333 WESTCHESTER AVENUE, WHITE PLAINS, NY 106042910
Signed the 990
GERARD BERNACCHIA, TRUSTEE
Phone
(973) 228-4200
Return prepared by
NOVAK FRANCELLA LLC

Mission

TO PROVIDE HEALTH AND OTHER BENEFITS TO ACTIVE AND RETIRED MEMBERS AND THEIR DEPENDENTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE PLAN PROVIDES HOSPITAL, MEDICAL, DENTAL, PRESCRIPTION DRUG, OPTICAL , AND SUBSTANCE ABUSE BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS. PLAN ALSO PROVIDES MEDICARE PART B PREMIUM REIMBURSEMENT FOR PARTICIPANTS WHO RETIRE ON NORMAL, EARLY OR DISABILITY PENSION.

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
13-6601635
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1975
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$26,210,097
Income (IRS master file)
$41,178,500

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$25,729,518$23,340,701$26,210,097XML
990December 2023$28,150,107$24,543,800$23,391,515XML
990December 2022$26,586,731$22,995,268$19,398,333IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––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 13-6601635).

Questions about TRANSPORT WORKERS UNION

What is the EIN of TRANSPORT WORKERS UNION?
The employer identification number (EIN) of TRANSPORT WORKERS UNION is 13-6601635.
Is TRANSPORT WORKERS UNION tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1975.
Are donations to TRANSPORT WORKERS UNION tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TRANSPORT WORKERS UNION 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 TRANSPORT WORKERS UNION 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 TRANSPORT WORKERS UNION 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 TRANSPORT WORKERS UNION?
The 990 for the year ended December 31, 2024 names GERARD BERNACCHIA.
Who are the officers and directors of TRANSPORT WORKERS UNION?
The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
How much revenue does TRANSPORT WORKERS UNION have?
On its 990 for the year ended December 31, 2024 it reported revenue of $25,729,518, expenses of $23,340,701 and total assets of $26,210,097 at year end.

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