Nonprofit · EIN 35-0918199
TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND
Tax-exempt · GARY, IN 46404
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $1,828,321 | $836,398 | $991,923 | $29,210,453 | $9,984 | $29,200,469 |
| June 30, 2024 | 990 | $1,594,649 | $979,806 | $614,843 | $27,549,871 | $834,761 | $26,715,110 |
| June 30, 2023 | 990 | $1,246,971 | $841,729 | $405,242 | $24,718,231 | $12,663 | $24,705,568 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $881,039
- Investment income
- $947,038
- Net gain from sales of assets
- $122,959
- Other revenue
- $244
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $576,240
- Compensation of officers, directors and key employees
- $34,202
- Other salaries and wages
- $25,659
- Salaries, compensation and benefits (total)
- $87,315
- Professional fundraising fees
- $0
- Legal fees
- $26,706
- Accounting fees
- $57,300
- Occupancy
- $6,833
- Travel
- $1,090
- Depreciation
- $556
Balance sheet and other
- Total assets, start of year
- $27,549,871
- Total assets, end of year
- $29,210,453
- Total liabilities, end of year
- $9,984
- Net assets, end of year
- $29,200,469
- Land, buildings and equipment
- $1,043
- Publicly traded securities
- $27,719,357
- Gross receipts
- $14,818,024
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1951
- State of legal domicile
- IN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY SMITH | FUND MANAGER Officer | 4 | $0 | $211,950 | $66,636 |
| HARVEY JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF PAWLAK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE MICHAELS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF GIDEON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE TOTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE SANDERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY SMITH | FUND MANAGER Officer | 4 | $0 | $207,792 | $63,448 |
| HARVEY JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF PAWLAK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE MICHAELS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF GIDEON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE TOTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE SANDERS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAY SMITH | FUND MANAGER Officer | 4 | $0 | $207,263 | $63,772 |
| HARVEY JACKSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL CONQUEST | TRUSTEE (PAST) Trustee or director | 1 | $0 | $0 | $0 |
| JEFF PAWLAK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE MICHAELS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JEFF GIDEON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE TOTH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE SANDERS | TRUSTEE (NEW) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 CLARK RD, GARY, IN 46404-1644
- Principal officer (990 for 2024)
- HARVEY JACKSON, 1300 CLARK ROAD, GARY, IN 46404
- Signed the 990
- HARVEY JACKSON, TRUSTEE
- Phone
- (219) 949-1550
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
TO PROVIDE HEALTH BENEFITS.
Program accomplishments
- TO PROVIDE HEALTH CARE, PRESCRIPTION DRUGS, DEATH AND DISABILITY BENEFITS FOR ELIGIBLE EMPLOYEES AND THEIR DEPENDENTS.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0918199
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $29,210,453
- Income (IRS master file)
- $14,818,024
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $1,828,321 | $836,398 | $29,210,453 | XML |
| 990 | June 2024 | $1,594,649 | $979,806 | $27,549,871 | XML |
| 990 | June 2023 | $1,246,971 | $841,729 | $24,718,231 | XML |
| 990 | June 2022 | $1,124,795 | $1,176,182 | $23,457,771 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 35-0918199).
Questions about TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND
- What is the EIN of TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND?
- The employer identification number (EIN) of TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND is 35-0918199.
- Is TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST 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 TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 names HARVEY JACKSON.
- Who are the officers and directors of TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND?
- The 990 for the year ended June 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does TEAMSTERS UNION NO 142 HEALTH & WELFARE TRUST FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $1,828,321, expenses of $836,398 and total assets of $29,210,453 at year end.
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