Nonprofit · EIN 23-1661924
USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND
Tax-exempt · PHILADELPHIA, PA 19123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $22,758,101 | $21,386,609 | $1,371,492 | $12,478,598 | $1,144,808 | $11,333,790 |
| December 31, 2023 | 990 | $19,600,161 | $18,602,428 | $997,733 | $10,102,239 | $154,811 | $9,947,428 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $22,494,571
- Investment income
- $263,530
- Net gain from sales of assets
- -$45,642
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $20,435,918
- Compensation of officers, directors and key employees
- $99,274
- Salaries, compensation and benefits (total)
- $99,274
- Professional fundraising fees
- $0
- Legal fees
- $74,800
- Accounting fees
- $33,668
- Occupancy
- $63,954
Balance sheet and other
- Total assets, start of year
- $10,102,239
- Total assets, end of year
- $12,478,598
- Total liabilities, end of year
- $1,144,808
- Net assets, end of year
- $11,333,790
- Publicly traded securities
- $5,490,604
- Gross receipts
- $25,728,990
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1962
- State of legal domicile
- PA
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARLO SIMONE III | UNION TRUSTEE Trustee or director | 10 | $0 | $350,633 | $84,779 |
| EDINA DECARLO | UNION TRUSTEE Trustee or director | 2 | $0 | $131,525 | $29,318 |
| MICHAEL CONNELL | UNION TRUSTEE Trustee or director | 2 | $0 | $106,124 | $53,502 |
| MARIO TATOM | UNION TRUSTEE Trustee or director | 2 | $0 | $65,386 | $47,779 |
| JIMMIE T NOLAN | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JEFF BREGMAN | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL FERMAN | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KEN GORDON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ROBIN SCHAEFFER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JIM ZAMBON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARLO SIMONE III | UNION TRUSTEE Trustee or director | 10 | $0 | $319,832 | $106,962 |
| MICHAEL CONNELL | UNION TRUSTEE Trustee or director | 2 | $0 | $105,551 | $100,218 |
| EDINA DECARLO | UNION TRUSTEE Trustee or director | 2 | $0 | $129,839 | $44,715 |
| MARIO TATOM | UNION TRUSTEE Trustee or director | 2 | $0 | $60,345 | $69,817 |
| JIMMIE T NOLAN | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ROBIN SCHAEFFER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL FERMAN | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JIM ZAMBON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KEN GORDON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JEFF BREGMAN | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 410 N 8TH ST # 424, PHILADELPHIA, PA 19123-3903
- Principal officer (990 for 2024)
- CARLO SIMONE III, 410-424 N EIGHTH STREET, PHILADELPHIA, PA 19123
- Signed the 990
- CARLO SIMONE III, UNION TRUSTEE
- Phone
- (215) 829-9212
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO USW LOCAL 286 MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO USW LOCAL 286 MEMBERS AND THEIR DEPENDENTS.
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
- 23-1661924
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,478,598
- Income (IRS master file)
- $25,728,990
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $22,758,101 | $21,386,609 | $12,478,598 | XML |
| 990 | December 2023 | $19,600,161 | $18,602,428 | $10,102,239 | XML |
| 990 | December 2022 | $19,709,191 | $18,873,383 | $8,880,980 | 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 23-1661924).
Questions about USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND
- What is the EIN of USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND?
- The employer identification number (EIN) of USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND is 23-1661924.
- Is USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does USW DISTRICT 10 LOCAL 286 WELFARE TRUST 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 USW DISTRICT 10 LOCAL 286 WELFARE TRUST 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 USW DISTRICT 10 LOCAL 286 WELFARE TRUST 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 USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 names CARLO SIMONE III.
- Who are the officers and directors of USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 10 people; 0 received compensation from the organization.
- How much revenue does USW DISTRICT 10 LOCAL 286 WELFARE TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $22,758,101, expenses of $21,386,609 and total assets of $12,478,598 at year end.
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