Nonprofit · EIN 27-1401289
UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST
Tax-exempt · WASHINGTON, DC 20006
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,356,593 | $3,963,924 | $392,669 | $83,743,662 | $49,821 | $83,693,841 |
| December 31, 2023 | 990 | $4,089,846 | $3,038,791 | $1,051,055 | $78,949,170 | $36,100 | $78,913,070 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $0
- Investment income
- $4,356,593
- Net gain from sales of assets
- $721,084
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,501,193
- Compensation of officers, directors and key employees
- $15,188
- Salaries, compensation and benefits (total)
- $15,188
- Professional fundraising fees
- $0
- Legal fees
- $21,890
- Accounting fees
- $75,990
Balance sheet and other
- Total assets, start of year
- $78,949,170
- Total assets, end of year
- $83,743,662
- Total liabilities, end of year
- $49,821
- Net assets, end of year
- $83,693,841
- Publicly traded securities
- $28,743,405
- Net assets without donor restrictions
- $83,693,841
- Gross receipts
- $4,356,593
- Employees
- 0
- Volunteers
- 0
- Year formed
- 2009
- 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 | 2 | $2,514 | $133,305 |
| GARY PETRONI | COMMITTEE MEMBER Trustee or director | 0.5 | $2,514 | $132,180 |
| FRANCINE PARKER | COMMITTEE MEMBER Trustee or director | 0.5 | $2,514 | $118,816 |
| JACK MARTIN | COMMITTEE MEMBER Trustee or director | 0.5 | $3,147 | $106,745 |
| RICHARD ISAACSON | COMMITTEE MEMBER Trustee or director | 0.5 | $2,514 | $66,532 |
| ANTHONY FEYERS | COMMITTEE MEMBER Trustee or director | 0.5 | $2,514 | $28,409 |
| COMERICA BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 0.5 | $5,438 | $0 |
| GEORGE HARDY | COMMITTEE MEMBER Trustee or director | 0.5 | $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 | 0.5 | $1,847 | $109,626 |
| SUZANNE DANIELS | COMMITTEE CHAIR Trustee or director | 2 | $1,847 | $107,306 |
| FRANCINE PARKER | COMMITTEE MEMBER Trustee or director | 0.5 | $1,847 | $98,057 |
| JACK MARTIN | COMMITTEE MEMBER Trustee or director | 0.5 | $1,847 | $81,207 |
| RICHARD ISAACSON | COMMITTEE MEMBER Trustee or director | 0.5 | $1,847 | $54,925 |
| ANTHONY FEYERS | COMMITTEE MEMBER Trustee or director | 0.5 | $1,847 | $25,348 |
| COMERICA BANK | INSTITUTIONAL TRUSTEE Institutional trustee | 0.5 | $17,919 | $0 |
| GEORGE HARDY | COMMITTEE MEMBER Trustee or director | 0.5 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1701 PENNSYLVANIA AVE NW STE 1200, WASHINGTON, DC 20006-5811
- 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 BOSCH CORPORATION.
Program accomplishments
- THE TRUST HAS A SINGLE PROGRAM, WHICH IS TO PROVIDE 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
- 27-1401289
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2011
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $83,743,662
- Income (IRS master file)
- $4,356,593
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,356,593 | $3,963,924 | $83,743,662 | IRS |
| 990 | December 2023 | $4,089,846 | $3,038,791 | $78,949,170 | XML |
| 990 | December 2022 | $180,060 | $3,198,374 | $80,690,064 | 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 27-1401289).
Questions about UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST
- What is the EIN of UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST?
- The employer identification number (EIN) of UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST is 27-1401289.
- Is UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2011.
- Are donations to UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST 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 ST JOSEPH RETIREES HEALTH AND WELFARE TRUST 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 ST JOSEPH RETIREES HEALTH AND WELFARE TRUST 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 ST JOSEPH RETIREES HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names SUZANNE DANIELS.
- Who are the officers and directors of UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 8 people; 7 received compensation from the organization, the highest $2,514 (SUZANNE DANIELS, COMMITTEE CHAIR).
- How much revenue does UAW ST JOSEPH RETIREES HEALTH AND WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,356,593, expenses of $3,963,924 and total assets of $83,743,662 at year end.
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