Nonprofit · EIN 23-2194292
UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL
Tax-exempt · PHILADELPHIA, PA 19123
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $712,657 | $643,996 | $68,661 | $976,520 | $97,542 | $878,978 |
| December 31, 2023 | 990 | $34,235 | $528,659 | -$494,424 | $818,021 | $17,753 | $800,268 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $689,659
- Investment income
- $22,998
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $259,061
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $23,000
- Accounting fees
- $30,592
- Occupancy
- $56,228
Balance sheet and other
- Total assets, start of year
- $818,021
- Total assets, end of year
- $976,520
- Total liabilities, end of year
- $97,542
- Net assets, end of year
- $878,978
- Publicly traded securities
- $519,151
- Gross receipts
- $712,657
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1981
- 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/MANAGER Trustee or director | 10 | $0 | $350,633 | $84,779 |
| MARIO TATOM | UNION TRUSTEE Trustee or director | 1 | $0 | $65,386 | $47,779 |
| KENNETH GORDON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JIMMIE NOLAN | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL FERMAN | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STU FINKLE | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CARLO SIMONE III | UNION TRUSTEE/MANAGER Trustee or director | 10 | $0 | $319,832 | $82,806 |
| MARIO TATOM | UNION TRUSTEE Trustee or director | 1 | $0 | $60,345 | $44,045 |
| KENNETH GORDON | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JIMMIE NOLAN | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL FERMAN | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| STU FINKLE | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 410 N 8TH ST # 24, PHILADELPHIA, PA 19123-3903
- Principal officer (990 for 2024)
- CARLO SIMONE III, 410-24 N 8TH STREET, PHILADELPHIA, PA 191233903
- Signed the 990
- CARLO SIMONE III, TRUSTEE, OFFICE MANAGER
- Phone
- (215) 829-9212
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
THE PLAN PROVIDES LEGAL SERVICES BENEFITS AND TAX PREPARATION BENEFITS FOR ELIGIBLE PARTICIPANTS, THEIR SPOUSES AND DEPENDENTS.
Program accomplishments
- CERTAIN LEGAL SERVICES ARE PROVIDED TO ELIGIBLE MEMBERS OF USW LOCAL 286 AND OTHER ELIGIBLE BENEFICIARIES, TO THEIR SPOUSES, AND TO THEIR MINOR DEPENDENTS WITHIN THE SAME HOUSEHOLD.
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
- 23-2194292
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $976,520
- Income (IRS master file)
- $712,657
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $712,657 | $643,996 | $976,520 | XML |
| 990 | December 2023 | $34,235 | $528,659 | $818,021 | XML |
| 990 | December 2022 | $591,469 | $558,118 | $1,321,904 | 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 23-2194292).
Questions about UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL
- What is the EIN of UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL?
- The employer identification number (EIN) of UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL is 23-2194292.
- Is UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL 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 UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL 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 UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL 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 UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL?
- The 990 for the year ended December 31, 2024 names CARLO SIMONE III.
- Who are the officers and directors of UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does UNITED PAPERWORKERS INTERNATIONAL UNION LOCAL 286 PREPAID LEGAL have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $712,657, expenses of $643,996 and total assets of $976,520 at year end.
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