Nonprofit · EIN 16-0810677
SOUTHERN TIER BUILDING TRADES WELFARE PLAN
Tax-exempt · JAMESTOWN, NY 14701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $4,835,884 | $4,717,873 | $118,011 | $20,477,250 | $214,639 | $20,262,611 |
| April 30, 2024 | 990 | $4,177,782 | $4,256,091 | -$78,309 | $20,076,932 | $187,750 | $19,889,182 |
| April 30, 2023 | 990 | $3,749,649 | $4,246,698 | -$497,049 | $19,195,457 | $185,284 | $19,010,173 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,353,442
- Investment income
- $1,378,572
- Net rental income
- $18,854
- Net gain from sales of assets
- $682,277
- Other revenue
- $103,870
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,224,969
- Compensation of officers, directors and key employees
- $104,557
- Other salaries and wages
- $112,900
- Salaries, compensation and benefits (total)
- $270,861
- Professional fundraising fees
- $0
- Legal fees
- $8,014
- Accounting fees
- $33,366
- Occupancy
- $9,568
- Depreciation
- $5,456
Balance sheet and other
- Total assets, start of year
- $20,076,932
- Total assets, end of year
- $20,477,250
- Total liabilities, end of year
- $214,639
- Net assets, end of year
- $20,262,611
- Land, buildings and equipment
- $161,748
- Publicly traded securities
- $18,208,340
- Gross receipts
- $8,705,536
- Employees
- 3
- Volunteers
- 0
- Year formed
- 1956
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELLIE MUNSON | ADMINISTRATOR Officer | 40 | $81,302 | $20,378 |
| BRADLEY WALTERS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| EDWARD GIARDINI JR | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| RANDY EVANS FROM 112024 | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| JASEN SWANSON FROM 72024 | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| ROBERT CUMMINS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| THOMAS LIPPERT | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| DARREN ZIEMBA FROM 22025 | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| NICK CUMMINS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| JOHN HEALY | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| GEORGE HARRIGAN TO 12025 | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| STEPHEN THORPE TO 72024 | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| RICHARD JOSLYN TO 62024 | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFF BRYLSKI TO 12025 | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
990 for the year ended April 30, 2024: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELLIE MUNSON | ADMINISTRATOR Officer | 40 | $77,220 | $19,867 |
| BRADLEY WALTERS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| ANDREW SCALISE | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| NICK CUMMINS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| EDWARD GIARDINI JR | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| GEORGE HARRIGAN | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| THOMAS LIPPERT | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| STEVEN THORPE | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| RICHARD JOSLYN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFFREY BRYLSKI | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| ROBERT CUMMINS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| JOHN HEALY | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
990 for the year ended April 30, 2023: 12 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| ELLIE MUNSON | ADMINISTRATOR Officer | 40 | $69,555 | $19,383 |
| BRADLEY WALTERS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| ANDREW SCALISE | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| NICK CUMMINS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| EDWARD GIARDINI JR | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| GEORGE HARRIGAN | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| THOMAS LIPPERT | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| STEVEN THORPE | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| RICHARD JOSLYN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JEFFREY BRYLSKI | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| ROBERT CUMMINS | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
| JOHN HEALY | TRUSTEE Trustee or director | 0.2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 202 W 4TH ST, JAMESTOWN, NY 14701-4982
- Principal officer (990 for 2024)
- BRADLEY WALTERS, 202 WEST FOURTH STREET, JAMESTOWN, NY 147014982
- Signed the 990
- JOHN HEALY, TRUSTEE
- Phone
- (716) 664-4391
- Website
- SOUTHERNTIERFUNDOFFICE.COM
- Return prepared by
- TRONCONI SEGARRA & ASSOCIATES LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS IN PARTICIPATING UNIONS.
Program accomplishments
- HEALTH AND WELFARE BENEFITS WERE PROVIDED TO PLAN 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 16-0810677
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $20,477,250
- Income (IRS master file)
- $8,705,536
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $4,835,884 | $4,717,873 | $20,477,250 | XML |
| 990 | April 2024 | $4,177,782 | $4,256,091 | $20,076,932 | XML |
| 990 | April 2023 | $3,749,649 | $4,246,698 | $19,195,457 | XML |
| 990 | April 2022 | $4,404,385 | $4,172,268 | $19,727,919 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 16-0810677).
Questions about SOUTHERN TIER BUILDING TRADES WELFARE PLAN
- What is the EIN of SOUTHERN TIER BUILDING TRADES WELFARE PLAN?
- The employer identification number (EIN) of SOUTHERN TIER BUILDING TRADES WELFARE PLAN is 16-0810677.
- Is SOUTHERN TIER BUILDING TRADES WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
- Are donations to SOUTHERN TIER BUILDING TRADES WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN TIER BUILDING TRADES WELFARE 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 SOUTHERN TIER BUILDING TRADES WELFARE PLAN due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN TIER BUILDING TRADES WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of SOUTHERN TIER BUILDING TRADES WELFARE PLAN?
- The 990 for the year ended April 30, 2025 names BRADLEY WALTERS.
- Who are the officers and directors of SOUTHERN TIER BUILDING TRADES WELFARE PLAN?
- The 990 for the year ended April 30, 2025 lists 14 people; 1 received compensation from the organization, the highest $81,302 (ELLIE MUNSON, ADMINISTRATOR).
- How much revenue does SOUTHERN TIER BUILDING TRADES WELFARE PLAN have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $4,835,884, expenses of $4,717,873 and total assets of $20,477,250 at year end.
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