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Nonprofit · EIN 36-3265979

LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI

Tax-exempt · RIVER FOREST, IL 60305

Financials

$41.7M$37.2M2022$44.5M$42M2023$44.4M$44M2024
Revenue Expenses · by fiscal year end
Financials of LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$44,375,097$44,020,962$354,135$40,482,108$6,258,292$34,223,816
October 31, 2024990$44,506,093$42,039,974$2,466,119$39,556,499$5,709,325$33,847,174
October 31, 2023990$41,681,288$37,161,763$4,519,525$36,565,738$5,409,090$31,156,648
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$42,637,170
Investment income
$1,737,927
Net gain from sales of assets
$129,754
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$43,597,653
Other salaries and wages
$145,160
Salaries, compensation and benefits (total)
$145,160
Professional fundraising fees
$0
Accounting fees
$42,000

Balance sheet and other

Total assets, start of year
$39,556,499
Total assets, end of year
$40,482,108
Total liabilities, end of year
$6,258,292
Net assets, end of year
$34,223,816
Land, buildings and equipment
$5,330
Publicly traded securities
$4,812,872
Gross receipts
$48,601,614
Employees
0
Volunteers
0
Year formed
1983
State of legal domicile
IL

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
PATRICK DUFF JRTRUSTEE
Trustee or director
5$0$320,556$49,694
JAMES H DUFFTRUSTEE
Trustee or director
10$0$281,913$42,543
JEREMY KRUIDENIERTRUSTEE
Trustee or director
1$0$0$0
MIKE THOMPSONTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended October 31, 2024: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
PATRICK DUFFFORMER TRUSTEE
Trustee or director
5$0$317,921$48,062
PATRICK DUFF JRTRUSTEE
Trustee or director
5$0$294,507$46,658
JAMES H DUFFTRUSTEE
Trustee or director
5$0$0$0
JEREMY KRUIDENIERTRUSTEE
Trustee or director
1$0$0$0
MIKE THOMPSONTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended October 31, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
PATRICK DUFFTRUSTEE
Trustee or director
5$0$297,570$46,867
PATRICK DUFF JRTRUSTEE
Trustee or director
5$0$274,533$45,111
TERRENCE BRICKFORMER TRUSTEE
Trustee or director
1$0$0$0
JEREMY KRUIDENIERTRUSTEE
Trustee or director
1$0$0$0
MIKE THOMPSONTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
7716 MADISON ST, RIVER FOREST, IL 60305-2102
Principal officer (990 for 2024)
PATRICK DUFF, 7716 MADISON STREET, RIVER FOREST, IL 60305
Signed the 990
PATRICK DUFF, TRUSTEE
Phone
(312) 243-4300
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

TO PROVIDE HEALTH RELATED BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS.

990 for the year ended October 31, 2025

Program accomplishments

  • TO PROVIDE MEDICAL, LIFE, DISABILITY, VISION, DENTAL AND COUNSELING BENEFITS FOR ELIGIBLE PARTICIPANTS 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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
36-3265979
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1984
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$40,482,108
Income (IRS master file)
$48,601,614

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$44,375,097$44,020,962$40,482,108XML
990October 2024$44,506,093$42,039,974$39,556,499XML
990October 2023$41,681,288$37,161,763$36,565,738XML
990October 2022$35,337,457$33,566,621$31,197,173IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 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 36-3265979).

Questions about LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI

What is the EIN of LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI?
The employer identification number (EIN) of LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI is 36-3265979.
Is LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
Are donations to LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI 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 LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI?
The 990 for the year ended October 31, 2025 names PATRICK DUFF.
Who are the officers and directors of LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI?
The 990 for the year ended October 31, 2025 lists 4 people; 0 received compensation from the organization.
How much revenue does LIQUOR & ALLIED WORKERS LOCAL 3 HEALTH & WELFARE FUND-SALES DIVISI have?
On its 990 for the year ended October 31, 2025 it reported revenue of $44,375,097, expenses of $44,020,962 and total assets of $40,482,108 at year end.

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