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Nonprofit · EIN 37-1037101

SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND

Tax-exempt · MARION, IL 62959

Financials

$19.6M$20.8M2022$21.5M$19.2M2023$24.9M$21.5M2024
Revenue Expenses · by fiscal year end
Financials of SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$24,921,980$21,486,620$3,435,360$26,202,038$3,180,642$23,021,396
July 31, 2024990$21,541,513$19,192,146$2,349,367$22,847,731$3,826,865$19,020,866
July 31, 2023990$19,595,949$20,830,472-$1,234,523$19,403,026$3,816,493$15,586,533
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$23,732,003
Investment income
$717,290
Net gain from sales of assets
$273,223
Other revenue
$472,687

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$19,705,613
Compensation of officers, directors and key employees
$176,409
Other salaries and wages
$400,264
Salaries, compensation and benefits (total)
$878,116
Professional fundraising fees
$0
Legal fees
$70,572
Accounting fees
$37,616
Occupancy
$184,202
Travel
$7,499
Depreciation
$19,000

Balance sheet and other

Total assets, start of year
$22,847,731
Total assets, end of year
$26,202,038
Total liabilities, end of year
$3,180,642
Net assets, end of year
$23,021,396
Land, buildings and equipment
$63,761
Publicly traded securities
$10,607,569
Net assets without donor restrictions
$23,021,396
Gross receipts
$25,123,757
Employees
9
Volunteers
0
Year formed
1977
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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensationOther / benefits
HEATHER ETHERTONPLAN ADMINISTRATOR
Officer
40$115,746$56,065
RODNEY MASTERSONCHAIRMAN
Trustee or director, Officer
1$0$0
JERRY ROSSTRUSTEE
Trustee or director
1$0$0
JERRY WOMICKTRUSTEE
Trustee or director
1$0$0
MATT SMITHCHAIRMAN
Trustee or director, Officer
1$0$0
JAMES MCPHAILTRUSTEE
Trustee or director, Officer
1$0$0
LAURA WILSONTRUSTEE
Trustee or director
1$0$0
BRIAN REHBEINTRUSTEE
Trustee or director
1$0$0
ERIC OLLERTRUSTEE
Trustee or director
1$0$0
ROBERT BALINTTRUSTEE
Trustee or director
1$0$0
DANIEL WIGGINSTRUSTEE
Trustee or director
1$0$0
990 for the year ended July 31, 2024: 11 people
NameTitleHours / weekCompensationOther / benefits
HEATHER ETHERTONPLAN ADMINISTRATOR
Officer
40$115,746$54,294
RODNEY MASTERSONTRUSTEE
Trustee or director
1$0$0
JERRY ROSSTRUSTEE
Trustee or director
1$0$0
JERRY WOMICKTRUSTEE
Trustee or director
1$0$0
MATT SMITHCHAIRMAN
Trustee or director, Officer
1$0$0
JAMES MCPHAILTRUSTEE
Trustee or director, Officer
1$0$0
LAURA WILSONTRUSTEE
Trustee or director
1$0$0
BRIAN REHBEINTRUSTEE
Trustee or director
1$0$0
ERIC OLLERTRUSTEE
Trustee or director
1$0$0
ROBERT BALINTTRUSTEE
Trustee or director
1$0$0
DANIEL WIGGINSTRUSTEE
Trustee or director
1$0$0
990 for the year ended July 31, 2023: 12 people
NameTitleHours / weekCompensationOther / benefits
HEATHER ETHERTONPLAN ADMINISTRATOR
Officer
40$103,907$54,438
FLINT TAYLOR- PASTTRUSTEE
Trustee or director
1$0$0
RODNEY MASTERSONTRUSTEE
Trustee or director
1$0$0
JERRY ROSSTRUSTEE
Trustee or director
1$0$0
JERRY WOMICKTRUSTEE
Trustee or director
1$0$0
MATT SMITHCHAIRMAN
Trustee or director, Officer
1$0$0
JAMES MCPHAILTRUSTEE
Trustee or director, Officer
1$0$0
LAURA WILSONTRUSTEE
Trustee or director
1$0$0
BRIAN REHBEINTRUSTEE
Trustee or director
1$0$0
ERIC OLLERTRUSTEE
Trustee or director
1$0$0
ROBERT BALINTTRUSTEE
Trustee or director
1$0$0
DANIEL WIGGINSTRUSTEE
Trustee or director
1$0$0

Address and contacts

Address (IRS master file)
5100 ED SMITH WAY SUITE A, MARION, IL 62959-7616
Principal officer (990 for 2024)
RODNEY MASTERSON, 5100 ED SMITH WAY SUITE A, MARION, IL 62959
Signed the 990
RODNEY MASTERSON, CHAIRMAN
Phone
(618) 998-1300
Return prepared by
ROMOLO & ASSOCIATES LLC

Mission

TO PROVIDE VACATION, HEALTH AND DEATH BENEFITS TO PARTICIPANTS AND THEIR BENEFICIARIES

990 for the year ended July 31, 2025

Program accomplishments

  • TO PROVIDE VACATION, HEALTH AND DEATH BENEFITS

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
37-1037101
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1978
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$26,202,038
Income (IRS master file)
$25,123,757

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$24,921,980$21,486,620$26,202,038XML
990July 2024$21,541,513$19,192,146$22,847,731XML
990July 2023$19,595,949$20,830,472$19,403,026XML
990July 2022$17,432,108$14,744,755$20,676,799IRS
990July 2021–––IRS
990July 2020–––IRS
990July 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 37-1037101).

Questions about SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND

What is the EIN of SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND?
The employer identification number (EIN) of SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND is 37-1037101.
Is SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1978.
Are donations to SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does SOUTHERN ILLINOIS LABORERS & EMPL 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 SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND?
The 990 for the year ended July 31, 2025 names RODNEY MASTERSON.
Who are the officers and directors of SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND?
The 990 for the year ended July 31, 2025 lists 11 people; 1 received compensation from the organization, the highest $115,746 (HEATHER ETHERTON, PLAN ADMINISTRATOR).
How much revenue does SOUTHERN ILLINOIS LABORERS & EMPL HEALTH & WELFARE FUND have?
On its 990 for the year ended July 31, 2025 it reported revenue of $24,921,980, expenses of $21,486,620 and total assets of $26,202,038 at year end.

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