Nonprofit · EIN 37-6039515
LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND
Also known as 309 LOCAL
Tax-exempt · COLLINSVILLE, IL 62234
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $12,593,564 | $12,215,929 | $377,635 | $26,820,848 | $383,142 | $26,437,706 |
| December 31, 2023 | 990 | $12,065,422 | $12,436,275 | -$370,853 | $25,494,635 | $324,965 | $25,169,670 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $11,651,028
- Investment income
- $758,685
- Net gain from sales of assets
- $13,853
- Other revenue
- $183,851
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $11,456,180
- Other salaries and wages
- $235,211
- Salaries, compensation and benefits (total)
- $253,206
- Professional fundraising fees
- $0
- Legal fees
- $51,848
- Accounting fees
- $54,090
- Occupancy
- $9,600
Balance sheet and other
- Total assets, start of year
- $25,494,635
- Total assets, end of year
- $26,820,848
- Total liabilities, end of year
- $383,142
- Net assets, end of year
- $26,437,706
- Land, buildings and equipment
- $135
- Publicly traded securities
- $22,681,702
- Gross receipts
- $16,004,238
- Employees
- 33
- Volunteers
- 0
- Year formed
- 1952
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CARLOS PEREZ | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW EICHHOLZ | TRUSTEE Trustee or director | 1 | $0 |
| LUKE GLAESER | TRUSTEE Trustee or director | 1 | $0 |
| TOM O'HARA | TRUSTEE Trustee or director | 1 | $0 |
| BILLY SERBOUSEK | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL STUART | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS HANKINS | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW EICHHOLZ | TRUSTEE Trustee or director | 1 | $0 |
| LUKE GLAESER | TRUSTEE Trustee or director | 1 | $0 |
| TOM O'HARA | TRUSTEE Trustee or director | 1 | $0 |
| BILLY SERBOUSEK | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL STUART | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2000A MALL STREET SUITE A, COLLINSVILLE, IL 62234-1831
- Principal officer (990 for 2024)
- MATTHEW EICHHOLZ, 2000A MALL STREET STE A, COLLINSVILLE, IL 62234
- Signed the 990
- MATTHEW EICHHOLZ, TRUSTEE
- Phone
- (618) 344-2002
- Return prepared by
- SCHEFFEL BOYLE
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDE MEDICAL, PHARMACY, LIFE, DEATH, DISABILITY, VISION, AND DENTAL CARE BENEFITS TO ELIGIBLE MEMBERS 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 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
- 37-6039515
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1962
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $26,820,848
- Income (IRS master file)
- $16,004,238
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $12,593,564 | $12,215,929 | $26,820,848 | IRS |
| 990 | December 2023 | $12,065,422 | $12,436,275 | $25,494,635 | XML |
| 990 | December 2022 | $10,690,163 | $12,629,568 | $23,842,725 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 37-6039515).
Questions about LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND
- What is the EIN of LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND is 37-6039515.
- Is LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
- Are donations to LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 309 ELECTRICAL HEALTH AND 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 LOCAL 309 ELECTRICAL HEALTH AND 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 LOCAL 309 ELECTRICAL HEALTH AND 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 LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names MATTHEW EICHHOLZ.
- Who are the officers and directors of LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does LOCAL 309 ELECTRICAL HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $12,593,564, expenses of $12,215,929 and total assets of $26,820,848 at year end.
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- ST JOHNS HEALING COMMUNITY BOARD EIN 37-1184962 · last filed 990 for 2025
- SOUTHWESTERN ILLINOIS JATC ELEC JOINT APPRSHP TRAINING TRUST FUND EIN 37-0891772 · last filed 990 for 2025
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