Nonprofit · EIN 22-2610041
MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND
Tax-exempt · BOSTON, MA 02114
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,016,928 | $3,969,924 | $1,047,004 | $5,663,151 | $0 | $5,663,151 |
| December 31, 2023 | 990 | $4,242,631 | $4,055,422 | $187,209 | $4,616,147 | $0 | $4,616,147 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,902,716
- Investment income
- $114,212
- Net gain from sales of assets
- $43,020
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,850,951
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Accounting fees
- $15,000
- Program services (functional)
- $3,925,167
- Management and general (functional)
- $44,757
Balance sheet and other
- Total assets, start of year
- $4,616,147
- Total assets, end of year
- $5,663,151
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,663,151
- Publicly traded securities
- $2,409,530
- Gross receipts
- $5,349,305
- Employees
- 0
- Year formed
- 1984
- State of legal domicile
- MA
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 |
|---|---|---|---|
| MATTHEW HALE | Chairman Trustee or director, Officer | 1 | $0 |
| CHRIS GROLL | Trustee Trustee or director | 1 | $0 |
| MICHAEL GALVIN | Co-Chair Trustee or director, Officer | 1 | $0 |
| ALLEN BONDESON | Trustee Trustee or director | 1 | $0 |
| STEVE PERRY | Trustee Trustee or director | 1 | $0 |
| JAMES NORTON | Trustee Trustee or director | 1 | $0 |
| JESSICA LEGER | Co-Chair Trustee or director, Officer | 1 | $0 |
| PAULA DAVISON | Trustee Trustee or director | 1 | $0 |
| MICHAEL STRANGIE | Trustee Trustee or director | 1 | $0 |
| MARTIN ROACH | Trustee Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW HALE | Chairman Trustee or director, Officer | 1 | $0 |
| CHRIS GROLL | Trustee Trustee or director | 1 | $0 |
| PATRICK ATWELL | Trustee Trustee or director | 1 | $0 |
| MICHAEL GALVIN | Co-Chair Trustee or director, Officer | 1 | $0 |
| ALLEN BONDESON | Trustee Trustee or director | 1 | $0 |
| STEVE PERRY | Trustee Trustee or director | 1 | $0 |
| JESSICA LEGER | Co-Chair Trustee or director, Officer | 1 | $0 |
| PAULA DAVISON | Trustee Trustee or director | 1 | $0 |
| MICHAEL STRANGIE | Trustee Trustee or director | 1 | $0 |
| MARTIN ROACH | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 90 N WASHINGTON ST FL 3, BOSTON, MA 02114-1914
- Principal officer (990 for 2024)
- JESSICA LEGER, 90 NORTH WASHINGTON STREET FL 3, BOSTON, MA 021149910
- Signed the 990
- JESSICA LEGER, Co-Chair
- Phone
- (617) 367-2727
- Website
- WWW.MOSES-MA.ORG
- Return prepared by
- JEFFREY E DORENFELD CPA
Mission
PROVIDE MEDICAL AND HEALTH CARE BENEFITS
Program accomplishments
- PAYMENT OF MONTHLY DENTAL CARE INSURANCE PREMIUMS FOR APPROXIMATELY 500 PARTICIPANTS, AND PAYMENT OF APPROXIMATELY 2,400 REIMBURSEMENT CLAIMS OF DENTAL AND OPTICAL EXPENSES INCURRED BY EMPLOYEES COVERED UNDER COLLECTIVE BARGAINING AGREEMENT BETWEEN THE COMMONWEALTH OF MASSACHUSETTS, MWRA, MASS DEPT OF TRANSPORTATION AND THE MASSACHUSETTS ORGANIZATION OF STATE ENGINEERS AND SCIENTISTS (M.O.S.E.S).
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
- 22-2610041
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $5,663,151
- Income (IRS master file)
- $5,349,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,016,928 | $3,969,924 | $5,663,151 | IRS |
| 990 | December 2023 | $4,242,631 | $4,055,422 | $4,616,147 | XML |
| 990 | December 2022 | $3,628,215 | $3,348,674 | $4,428,938 | IRS |
| 990 | December 2021 | – | – | – | 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 22-2610041).
Questions about MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND
- What is the EIN of MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND?
- The employer identification number (EIN) of MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND is 22-2610041.
- Is MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
- Are donations to MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MASSACHUSETTS UNIT NINE HEALTH & 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 MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND 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 MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND 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 MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 names JESSICA LEGER.
- Who are the officers and directors of MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does MASSACHUSETTS UNIT NINE HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,016,928, expenses of $3,969,924 and total assets of $5,663,151 at year end.
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