Nonprofit · EIN 23-7086384
LOCAL 52 SHORT TERM DISABILITY
Tax-exempt · MONTGOMERY, AL 36121
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,313,963 | $4,611,875 | $702,088 | $9,590,548 | $0 | $9,590,548 |
| December 31, 2023 | 990 | $4,079,660 | $4,574,360 | -$494,700 | $8,716,913 | $0 | $8,716,913 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,108,460
- Investment income
- $205,503
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $4,460,659
- Other salaries and wages
- $23,333
- Salaries, compensation and benefits (total)
- $36,505
- Professional fundraising fees
- $0
- Legal fees
- $6,541
- Accounting fees
- $23,761
Balance sheet and other
- Total assets, start of year
- $8,716,913
- Total assets, end of year
- $9,590,548
- Total liabilities, end of year
- $0
- Net assets, end of year
- $9,590,548
- Publicly traded securities
- $6,950,306
- Gross receipts
- $5,313,963
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1970
- State of legal domicile
- AL
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 |
|---|---|---|---|---|---|
| JOHN PAUL SMITH | TRUSTEE/BUSINESS MANAGER Trustee or director, Officer | 1 | $0 | $99,099 | $64,501 |
| JIM THOMAS | TRUSTEE/BUSINESS AGENT Trustee or director, Officer | 1 | $0 | $96,239 | $63,800 |
| MIKE EAVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAM HEWITT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK TAUNTON | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS HUTCHERSON | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JIM THOMAS | TRUSTEE/BUSINESS AGENT Trustee or director, Officer | 1 | $0 | $95,920 | $62,005 |
| JOHN PAUL SMITH | TRUSTEE/BUSINESS MANAGER Trustee or director, Officer | 1 | $0 | $93,060 | $61,190 |
| MIKE EAVES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAM HEWITT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARK TAUNTON | CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS HUTCHERSON | VICE CHAIR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 211105, MONTGOMERY, AL 36121-1105
- Principal officer (990 for 2024)
- JOHN PAUL SMITH, PO BOX 211105, MONTGOMERY, AL 361211105
- Signed the 990
- JOHN PAUL SMITH, TRUSTEE / BUSINESS MANAGER
- Phone
- (334) 272-0240
- Return prepared by
- CRI ADVISORS LLC
Mission
COLLECTION OF FUNDS FROM EMPLOYERS AND EMPLOYEES FOR EMPLOYEE BENEFITS, PURCHASE OF INSURANCE, AND PAYMENT OF CLAIMS.
Program accomplishments
- HEALTH AND DENTAL INSURANCE PREMIUMS, LIFE INSURANCE, DISABILITY CLAIMS, AND DEPENDENT LIFE CLAIMS.
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
- 23-7086384
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1988
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $9,590,548
- Income (IRS master file)
- $5,313,963
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,313,963 | $4,611,875 | $9,590,548 | XML |
| 990 | December 2023 | $4,079,660 | $4,574,360 | $8,716,913 | XML |
| 990 | December 2022 | $4,518,252 | $4,483,738 | $8,898,069 | 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 23-7086384).
Questions about LOCAL 52 SHORT TERM DISABILITY
- What is the EIN of LOCAL 52 SHORT TERM DISABILITY?
- The employer identification number (EIN) of LOCAL 52 SHORT TERM DISABILITY is 23-7086384.
- Is LOCAL 52 SHORT TERM DISABILITY tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1988.
- Are donations to LOCAL 52 SHORT TERM DISABILITY tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 52 SHORT TERM DISABILITY 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 LOCAL 52 SHORT TERM DISABILITY 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 LOCAL 52 SHORT TERM DISABILITY 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 LOCAL 52 SHORT TERM DISABILITY?
- The 990 for the year ended December 31, 2024 names JOHN PAUL SMITH.
- Who are the officers and directors of LOCAL 52 SHORT TERM DISABILITY?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does LOCAL 52 SHORT TERM DISABILITY have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,313,963, expenses of $4,611,875 and total assets of $9,590,548 at year end.
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