Nonprofit · EIN 20-7248306
ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST
Also known as SERGIO FERNANDEZ TTEE
Tax-exempt · MIAMI, FL 33173
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $11,693,851 | $0 | $11,693,851 | $44,680,282 | $0 | $44,680,282 |
| December 31, 2023 | 990 | $32,859,460 | $31 | $32,859,429 | $32,986,431 | $0 | $32,986,431 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,693,851
- Investment income
- $0
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
Balance sheet and other
- Total assets, start of year
- $32,986,431
- Total assets, end of year
- $44,680,282
- Total liabilities, end of year
- $0
- Net assets, end of year
- $44,680,282
- Gross receipts
- $11,693,851
- Employees
- 0
- Volunteers
- 2
- Year formed
- 2007
- State of legal domicile
- FL
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 |
|---|---|---|---|
| JACK DREWRY | TRUSTEE Trustee or director | 1 | $0 |
| GEORGE MICHAEL | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 3 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JACK DREWRY | TRUSTEE Trustee or director | 1 | $0 |
| KRISTEN APPLEMAN | TRUSTEE (THROUGH JULY 2023) Trustee or director | 1 | $0 |
| GEORGE MICHAEL | TRUSTEE (BEGINNING JULY 2023) Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 10200 SUNSET DRIVE, MIAMI, FL 33173-3033
- In care of
- % WILLIAM CUETO
- Principal officer (990 for 2024)
- JACK DREWRY, 10200 SUNSET DRIVE, MIAMI, FL 33173
- Signed the 990
- JACK DREWRY, TRUSTEE
- Phone
- (770) 360-2857
- Return prepared by
- CROWE LLP
Mission
TO PROVIDE FOR PAYMENT OF ELIGIBLE PLAN EXPENSES FOR THE ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN.
Program accomplishments
- THE EXCLUSIVE PURPOSE OF ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN TRUST IS TO PAY ELIGIBLE PLAN EXPENSES FOR THE ADP TOTALSOURCE, INC. HEALTH AND WELFARE PLAN.
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
- 20-7248306
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2008
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $44,680,282
- Income (IRS master file)
- $11,693,851
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $11,693,851 | $0 | $44,680,282 | XML |
| 990 | December 2023 | $32,859,460 | $31 | $32,986,431 | XML |
| 990 | December 2022 | $31,238 | $1,027 | $127,002 | IRS |
| 990 | December 2021 | $38,112 | $1,098 | $96,791 | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 20-7248306).
Questions about ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST
- What is the EIN of ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST?
- The employer identification number (EIN) of ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST is 20-7248306.
- Is ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2008.
- Are donations to ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST 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 ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST 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 ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST 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 ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST?
- The 990 for the year ended December 31, 2024 names JACK DREWRY.
- Who are the officers and directors of ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST?
- The 990 for the year ended December 31, 2024 lists 2 people; 0 received compensation from the organization.
- How much revenue does ADP TOTALSOURCE INC HEALTH ANDWELFARE PLAN TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $11,693,851, expenses of $0 and total assets of $44,680,282 at year end.
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