Nonprofit · EIN 23-6449794
UFCW TRI STATE HEALTH & WELFARE FUND
Tax-exempt · MOUNT LAUREL, NJ 08054
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $44,235,187 | $39,615,657 | $4,619,530 | $57,657,450 | $6,312,310 | $51,345,140 |
| December 31, 2023 | 990 | $40,864,886 | $32,316,186 | $8,548,700 | $51,119,661 | $4,946,397 | $46,173,264 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $41,852,275
- Investment income
- $2,382,912
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $36,641,971
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $116,091
- Accounting fees
- $40,000
Balance sheet and other
- Total assets, start of year
- $51,119,661
- Total assets, end of year
- $57,657,450
- Total liabilities, end of year
- $6,312,310
- Net assets, end of year
- $51,345,140
- Publicly traded securities
- $41,967,914
- Gross receipts
- $44,235,187
- Employees
- 0
- Year formed
- 1967
- State of legal domicile
- NJ
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 |
|---|---|---|---|
| DANIEL DOSENBACH DANIEL DOSENBACH | TRUSTEE Trustee or director | 1 | $0 |
| SAM FERRAINO JR SAM FERRAINO JR | TRUSTEE Trustee or director | 1 | $0 |
| DAN ROSS DAN ROSS | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL KONCZYK DANIEL KONCZYK | TRUSTEE Trustee or director | 1 | $0 |
| TIM TERIFAY TIM TERIFAY | TRUSTEE Trustee or director | 1 | $0 |
| JOAN WILLIAMS JOAN WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
| KATLIN HARKIN KATLIN HARKIN | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN STRING BRIAN STRING | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL DOSENBACH DANIEL DOSENBACH | TRUSTEE Trustee or director | 1 | $0 |
| DANIEL KONCZYK DANIEL KONCZYK | TRUSTEE Trustee or director | 1 | $0 |
| LISSA WOLCOTT LISSA WOLCOTT | TRUSTEE Trustee or director | 1 | $0 |
| MITCHELL SCHAFER MITCHELL SCHAFER | TRUSTEE Trustee or director | 1 | $0 |
| SAM FERRAINO JR SAM FERRAINO JR | TRUSTEE Trustee or director | 1 | $0 |
| TIM TERIFAY TIM TERIFAY | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 27 ROLAND AVE STE 100, MOUNT LAUREL, NJ 08054-1038
- Principal officer (990 for 2024)
- DANIEL DOSENBACH DANIEL DOSENBACH
- Signed the 990
- DANIEL DOSENBACH, TRUSTEE
- Phone
- (856) 793-2500
- Return prepared by
- BARATZ & ASSOCIATES PA
Mission
TO PROVIDE HEALTH BENEFITS TO PARTICIPANTS WHOSE EMPLOYERS HAVE ENTERED INTO COLLECTIVE BARGAINING AGREEMENTS WITH VARIOUS LOCAL AFFILIATES OF THE UNITED FOOD AND COMMERCIAL WORKERS UNION.
Program accomplishments
- PROVIDED HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
- TO PROVIDE HEALTH AND RELATED BENEFITS FOR ELIGIBLE PARTICIPANTS.
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
- 23-6449794
- 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)
- $57,657,450
- Income (IRS master file)
- $44,235,187
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $44,235,187 | $39,615,657 | $57,657,450 | IRS |
| 990 | December 2023 | $40,864,886 | $32,316,186 | $51,119,661 | XML |
| 990 | December 2022 | $38,151,525 | $29,270,729 | $41,323,133 | 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 23-6449794).
Questions about UFCW TRI STATE HEALTH & WELFARE FUND
- What is the EIN of UFCW TRI STATE HEALTH & WELFARE FUND?
- The employer identification number (EIN) of UFCW TRI STATE HEALTH & WELFARE FUND is 23-6449794.
- Is UFCW TRI STATE HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to UFCW TRI STATE HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UFCW TRI STATE 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 UFCW TRI STATE 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 UFCW TRI STATE 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 UFCW TRI STATE HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 names DANIEL DOSENBACH DANIEL DOSENBACH.
- Who are the officers and directors of UFCW TRI STATE HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does UFCW TRI STATE HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $44,235,187, expenses of $39,615,657 and total assets of $57,657,450 at year end.
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