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Nonprofit · EIN 34-6555849

LIMA AREA HEALTH & WELFARE FUND

Tax-exempt · MAUMEE, OH 43537

Financials

$8.3M$10.7M2023$10M$10.4M2024
Revenue Expenses · by fiscal year end
Financials of LIMA AREA HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$10,007,375$10,354,757-$347,382$15,331,299$182,845$15,148,454
December 31, 2023990$8,259,945$10,717,131-$2,457,186$15,351,517$157,602$15,193,915
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$9,545,657
Investment income
$461,099
Net gain from sales of assets
$11,079
Other revenue
$619

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$9,629,333
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$57,098
Accounting fees
$23,033

Balance sheet and other

Total assets, start of year
$15,351,517
Total assets, end of year
$15,331,299
Total liabilities, end of year
$182,845
Net assets, end of year
$15,148,454
Publicly traded securities
$9,077,180
Gross unrelated business income
$461,099
Gross receipts
$10,496,296
Employees
17
Volunteers
6
Year formed
1958
State of legal domicile
OH

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.

NameTitleHours / weekCompensation
AMALGAMATED BANKINSTITUTIONAL TRUSTEE
Institutional trustee
1$1,563
SAM HALKERTRUSTEE
Trustee or director
1$0
JEFF ELEYTRUSTEE
Trustee or director
1$0
JEREMY DEATONTRUSTEE
Trustee or director
1$0
MIKE KNISLEYTRUSTEE
Trustee or director
1$0
BRAD WENDELTRUSTEE / CHAIRMAN
Trustee or director, Officer
1$0
GARRY TABLERTRUSTEE / SECRETARY
Trustee or director, Officer
1$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
AMALGAMATED BANKINSTITUTIONAL TRUSTEE
Institutional trustee
1$1,250
SAM HALKERTRUSTEE
Trustee or director
1$0
GARRY TABLERTRUSTEE / SECRETARY
Trustee or director, Officer
1$0
JEFF ELEYTRUSTEE
Trustee or director
1$0
JEREMY DEATONTRUSTEE
Trustee or director
1$0
BRAD WENDELTRUSTEE / CHAIRMAN
Trustee or director, Officer
1$0
MIKE KNISLEYTRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
PO BOX 1298, MAUMEE, OH 43537-8298
Principal officer (990 for 2024)
BRAD WENDEL, 1720 INDIAN WOOD CIRCLE, MAUMEE, OH 43537
Signed the 990
BRAD WENDEL, CHAIRMAN
Phone
(419) 248-2401
Return prepared by
CLARK SCHAEFER HACKETT & CO

Mission

THE FUND PROVIDES HEALTH, LIFE AND DISABILITY BENEFITS TO ELIGIBLE FUND PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • THE FUND PROVIDES HEALTH, LIFE AND DISABILITY BENEFITS TO ELIGIBLE FUND 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
34-6555849
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1960
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$15,331,299
Income (IRS master file)
$10,496,296

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$10,007,375$10,354,757$15,331,299XML
990December 2023$8,259,945$10,717,131$15,351,517XML
990December 2022$6,915,095$8,752,842$17,216,171IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 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 34-6555849).

Questions about LIMA AREA HEALTH & WELFARE FUND

What is the EIN of LIMA AREA HEALTH & WELFARE FUND?
The employer identification number (EIN) of LIMA AREA HEALTH & WELFARE FUND is 34-6555849.
Is LIMA AREA HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
Are donations to LIMA AREA HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LIMA AREA 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 LIMA AREA 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 LIMA AREA 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 LIMA AREA HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 names BRAD WENDEL.
Who are the officers and directors of LIMA AREA HEALTH & WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 7 people; 1 received compensation from the organization, the highest $1,563 (AMALGAMATED BANK, INSTITUTIONAL TRUSTEE).
How much revenue does LIMA AREA HEALTH & WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $10,007,375, expenses of $10,354,757 and total assets of $15,331,299 at year end.

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