Nonprofit · EIN 23-6294355
SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY
Tax-exempt · LIMERICK, PA 19468
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $2,782,132 | $2,735,371 | $46,761 | $4,226,942 | $59,566 | $4,167,376 |
| December 31, 2023 | 990 | $3,110,111 | $2,668,249 | $441,862 | $4,112,952 | $34,823 | $4,078,129 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,486,085
- Investment income
- $288,297
- Net rental income
- $7,750
- Net gain from sales of assets
- $179,734
- Other revenue
- $7,750
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,530,965
- Other salaries and wages
- $57,928
- Salaries, compensation and benefits (total)
- $67,764
- Professional fundraising fees
- $0
- Legal fees
- $4,970
- Accounting fees
- $19,005
- Occupancy
- $5,222
- Depreciation
- $3,994
Balance sheet and other
- Total assets, start of year
- $4,112,952
- Total assets, end of year
- $4,226,942
- Total liabilities, end of year
- $59,566
- Net assets, end of year
- $4,167,376
- Land, buildings and equipment
- $82,052
- Publicly traded securities
- $3,807,525
- Gross receipts
- $3,701,868
- Employees
- 2
- Volunteers
- 0
- Year formed
- 1951
- 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 |
|---|---|---|---|
| John Ciervo | Employer Trustee Trustee or director | 5 | $0 |
| Adam Short | Employer Trustee Trustee or director | 5 | $0 |
| Rich Giusti | Employer Trustee Trustee or director | 5 | $0 |
| Stephen Sweeney | Union Trustee Trustee or director | 5 | $0 |
| Pedro Carrasqullo | Union Trustee Trustee or director | 5 | $0 |
| Josh Dallman | Union Trustee Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| John Ciervo | Employer Trustee Trustee or director | 5 | $0 |
| Adam Short | Employer Trustee Trustee or director | 5 | $0 |
| Rich Giusti | Employer Trustee Trustee or director | 5 | $0 |
| Stephen Sweeney | Union Trustee Trustee or director | 5 | $0 |
| Pedro Carrasqullo | Union Trustee Trustee or director | 5 | $0 |
| Josh Dallman | Union Trustee Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- STE 107A, LIMERICK, PA 19468-0000
- Principal officer (990 for 2024)
- Doreen Friel, 168 W Ridge Pike, Limerick, PA 19468
- Signed the 990
- Doreen Friel, Plan Manager
- Phone
- (610) 489-0690
- Return prepared by
- FISCHER DORWART PC
Mission
To provide benefits to members and dependents.
Program accomplishments
- Purpose of the plan is to provide, in accordance with the trust agreement, Health Benefits for all eligible employees covered by the collective bargaining agreement 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
- 23-6294355
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $4,226,942
- Income (IRS master file)
- $3,701,868
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $2,782,132 | $2,735,371 | $4,226,942 | XML |
| 990 | December 2023 | $3,110,111 | $2,668,249 | $4,112,952 | XML |
| 990 | December 2022 | $2,449,021 | $2,608,348 | $3,900,415 | 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 23-6294355).
Questions about SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY
- What is the EIN of SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY?
- The employer identification number (EIN) of SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY is 23-6294355.
- Is SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Which annual return does SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY 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 SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY 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 SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY 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 SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY?
- The 990 for the year ended December 31, 2024 names Doreen Friel.
- Who are the officers and directors of SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does SHOPMEN IRON WORKERS WELFARE PLAN OF PHILADELPHIA VICINITY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $2,782,132, expenses of $2,735,371 and total assets of $4,226,942 at year end.
Other nonprofits in LIMERICK
- LIMERICK FIRE DEPARTMENT EIN 23-7208858 · last filed 990 for 2023
- LIMERICK TOWNSHIP HISTORICAL SOCIET EIN 23-2424975 · last filed 990 for 2025
- EVANS ELEMENTARY HOME AND SCHOOL EIN 41-2242405 · last filed 990-EZ for 2025
- LIMERICK ELEMENTARY HOME & SCHOOL LEAGUE EIN 26-0013353 · last filed 990-EZ for 2026
- MAILLIE FOUNDATION EIN 81-4683652 · last filed 990-PF for 2025
- BON HOMIE BETTER DAYS FOUNDATION EIN 81-3240984 · last filed 990-PF for 2025
- LOVING TOUCH MINISTRIES INC EIN 23-2757790 · last filed 990-N for 2025
- GARDEN CLUB FEDERATION OF PENNSYLVANIA EIN 23-1974521 · last filed 990-N for 2025