Nonprofit · EIN 26-1851652
UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU
Also known as HEATHER CARMAN
Tax-exempt · TROY, MI 48098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $21,595,074 | $19,575,256 | $2,019,818 | $376,350,312 | $1,184,224 | $375,166,088 |
| December 31, 2023 | 990 | $17,681,898 | $17,584,031 | $97,867 | $368,425,763 | $2,183,330 | $366,242,433 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,819,188
- Investment income
- $19,775,886
- Net gain from sales of assets
- $2,576,868
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $18,134,383
- Compensation of officers, directors and key employees
- $220,494
- Salaries, compensation and benefits (total)
- $220,494
- Professional fundraising fees
- $0
- Legal fees
- $55,950
- Accounting fees
- $91,890
Balance sheet and other
- Total assets, start of year
- $368,425,763
- Total assets, end of year
- $376,350,312
- Total liabilities, end of year
- $1,184,224
- Net assets, end of year
- $375,166,088
- Publicly traded securities
- $153,315,630
- Net assets without donor restrictions
- $375,166,088
- Gross receipts
- $21,595,074
- Employees
- 0
- Volunteers
- 1
- Year formed
- 2008
- State of legal domicile
- MI
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 |
|---|---|---|---|---|
| SUZANNE DANIELS | COMMITTEE CHAIR Trustee or director | 6 | $37,449 | $95,856 |
| GARY PETRONI | COMMITTEE MEMBER Trustee or director | 4 | $31,004 | $101,176 |
| FRANCINE PARKER | COMMITTEE MEMBER Trustee or director | 4 | $31,004 | $87,812 |
| JACK MARTIN | COMMITTEE MEMBER Trustee or director | 4 | $36,195 | $70,550 |
| RICHARD ISSACSON | COMMITTEE MEMBER Trustee or director | 4 | $31,004 | $35,528 |
| ANTHONY FEYERS | COMMITTEE MEMBER Trustee or director | 4 | $28,409 | $0 |
| COMERICA BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 4 | $9,528 | $0 |
| GEORGE HARDY | COMMITTEE MEMBER Trustee or director | 4 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| GARY PETRONI | COMMITTEE MEMBER Trustee or director | 4 | $25,248 | $84,378 |
| SUZANNE DANIELS | COMMITTEE CHAIR Trustee or director | 6 | $27,457 | $79,849 |
| FRANCINE PARKER | COMMITTEE MEMBER Trustee or director | 4 | $25,248 | $72,809 |
| JACK MARTIN | COMMITTEE MEMBER Trustee or director | 4 | $25,248 | $55,959 |
| RICHARD ISSACSON | COMMITTEE MEMBER Trustee or director | 4 | $25,248 | $29,677 |
| COMERICA BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 4 | $38,844 | $0 |
| ANTHONY FEYERS | COMMITTEE MEMBER Trustee or director | 4 | $25,348 | $0 |
| GEORGE HARDY | COMMITTEE MEMBER Trustee or director | 4 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 700 TOWER DR STE 300, TROY, MI 48098-2835
- In care of
- % SENEDYS INC
- Principal officer (990 for 2024)
- SUZANNE DANIELS
- Signed the 990
- SUZANNE DANIELS, COMMITTEE CHAIR
- Phone
- (202) 857-0620
- Return prepared by
- PLANTE & MORAN PLLC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO RETIRED, QUALIFYING UNION EMPLOYEES OF THE DANA CORPORATION.
Program accomplishments
- THE TRUST HAS A SINGLE PROGRAM WHICH PROVIDES HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS AND THEIR FAMILIES.
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
- 26-1851652
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2009
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $376,350,312
- Income (IRS master file)
- $21,595,074
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $21,595,074 | $19,575,256 | $376,350,312 | XML |
| 990 | December 2023 | $17,681,898 | $17,584,031 | $368,425,763 | XML |
| 990 | December 2022 | -$9,597,183 | $18,482,547 | $360,666,266 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 26-1851652).
Questions about UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU
- What is the EIN of UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU?
- The employer identification number (EIN) of UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU is 26-1851652.
- Is UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2009.
- Are donations to UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU 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 UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU 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 UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU 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 UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU?
- The 990 for the year ended December 31, 2024 names SUZANNE DANIELS.
- Who are the officers and directors of UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU?
- The 990 for the year ended December 31, 2024 lists 8 people; 7 received compensation from the organization, the highest $37,449 (SUZANNE DANIELS, COMMITTEE CHAIR).
- How much revenue does UAW RETIREES OF THE DANA CORPORATION HEALTH AND WELFARE TRU have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $21,595,074, expenses of $19,575,256 and total assets of $376,350,312 at year end.
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