Nonprofit · EIN 23-7456226
UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND
Tax-exempt · WESTCHESTER, NY 10604
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $1,246,057 | $1,152,344 | $93,713 | $6,680,887 | $70,226 | $6,610,661 |
| February 29, 2024 | 990 | $2,532,911 | $1,137,434 | $1,395,477 | $6,507,707 | $132,794 | $6,374,913 |
| February 28, 2023 | 990 | $1,138,391 | $1,667,411 | -$529,020 | $6,537,712 | $128,886 | $6,408,826 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,083,655
- Investment income
- $136,623
- Net gain from sales of assets
- -$21,600
- Other revenue
- $25,779
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $718,849
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $179,225
- Accounting fees
- $30,000
- Occupancy
- $6,228
Balance sheet and other
- Total assets, start of year
- $6,507,707
- Total assets, end of year
- $6,680,887
- Total liabilities, end of year
- $70,226
- Net assets, end of year
- $6,610,661
- Publicly traded securities
- $3,861,602
- Gross receipts
- $2,705,043
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1975
- State of legal domicile
- NY
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| AJAY BORZONI | UNION TRUSTEE Trustee or director | 1 | $0 | $153,299 | $31,633 |
| ROSALBA PEREZ | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHULEM STENHILL | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSH WINTER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEJANDRA GOMEZ | PRESIDENT / TRUSTEE Trustee or director | 1 | $0 |
| MORRIS LOWY | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| JOSH WINTER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| VALENTINA GONZALEZ | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended February 28, 2023: 4 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| ALEJANDRA GOMEZ | PRESIDENT / TRUSTEE Trustee or director | 1 | $0 | $66,600 |
| VALENTINA GONZALEZ | TRUSTEE Officer | 1 | $15,000 | $29,400 |
| MORRIS LOWY | EMPLOYER TRUSTEE Trustee or director | 0 | $0 | $0 |
| JOSH WINTER | EMPLOYER TRUSTEE Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 333 WESTCHESTER AVENUE, WESTCHESTER, NY 10604-2910
- In care of
- % DOUGLAS ISAACSON917-288-2679
- Principal officer (990 for 2024)
- ROSALBA PEREZ, 333 WESTCHESTER AVENUE, WESTCHESTER, NY 10604
- Signed the 990
- ROSALBA PEREZ, UNION TRUSTEE
- Phone
- (718) 875-2071
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFIT TO ELIGIBLE PARTICIPANTS. THE NUMBER OF PARTICIPANTS IS APPROXIMATELY 306.
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7456226
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1975
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,680,887
- Income (IRS master file)
- $2,705,043
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $1,246,057 | $1,152,344 | $6,680,887 | XML |
| 990 | February 2024 | $2,532,911 | $1,137,434 | $6,507,707 | XML |
| 990 | February 2023 | $1,138,391 | $1,667,411 | $6,537,712 | XML |
| 990 | February 2022 | $1,968,210 | $1,877,127 | $6,941,070 | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | 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 23-7456226).
Questions about UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND
- What is the EIN of UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND?
- The employer identification number (EIN) of UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND is 23-7456226.
- Is UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1975.
- Are donations to UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UNITED PRODUCTION WORKERS UNION LOCAL 17-18 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 UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who is the principal officer of UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND?
- The 990 for the year ended February 28, 2025 names ROSALBA PEREZ.
- Who are the officers and directors of UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND?
- The 990 for the year ended February 28, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $1,246,057, expenses of $1,152,344 and total assets of $6,680,887 at year end.