Nonprofit · EIN 38-3136636
MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT
Also known as PREPAID LEGAL SERVICES FUND
Tax-exempt · DAYTON, OH 45414
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $321,032 | $380,987 | -$59,955 | $800,711 | $20,801 | $779,910 |
| March 31, 2024 | 990 | $321,383 | $357,807 | -$36,424 | $852,744 | $18,233 | $834,511 |
| March 31, 2023 | 990 | $329,560 | $311,999 | $17,561 | $830,136 | $19,051 | $811,085 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $284,535
- Investment income
- $36,497
- Net gain from sales of assets
- $3,084
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $203,386
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $9,185
- Accounting fees
- $24,105
Balance sheet and other
- Total assets, start of year
- $852,744
- Total assets, end of year
- $800,711
- Total liabilities, end of year
- $20,801
- Net assets, end of year
- $779,910
- Publicly traded securities
- $662,802
- Gross receipts
- $387,948
- Employees
- 0
- Volunteers
- 5
- Year formed
- 1993
- 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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL PEDERSEN | UNION TRUSTEE & CHAIRMAN Trustee or director, Officer | 2 | $0 | $326,368 | $32,338 |
| STEPHANIE VILLALPANDO | UNION TRUSTEE Trustee or director | 1 | $0 | $179,098 | $13,224 |
| MARGARITTE THOMAS | UNION TRUSTEE Trustee or director | 1 | $0 | $110,982 | $0 |
| DAWN MCCLANAHAN | ALTERNATIVE UNION TRUSTEE Trustee or director | 1 | $0 | $110,600 | $0 |
| NATE CLARK | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 | $101,100 | $0 |
| KIMBERLY WELCH-HARLAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYLAN NORRIS | ALTERNATIVE EMPLOYER TRUST Trustee or director | 1 | $0 | $0 | $0 |
| STEVE YANCEY | EMPLOYER TRUSTEE & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JESSICA OFFENBACHER | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL PEDERSEN | UNION TRUSTEE & CHAIRMAN Trustee or director, Officer | 2 | $0 | $291,923 | $44,060 |
| ROWENA GREEN | UNION TRUSTEE Trustee or director | 1 | $0 | $144,984 | $29,774 |
| MARGARITTE THOMAS | UNION TRUSTEE Trustee or director | 1 | $0 | $109,355 | $32,660 |
| STEPHANIE VILLALPANDO | UNION TRUSTEE Trustee or director | 1 | $0 | $127,899 | $14,037 |
| DAWN MCCLANAHAN | ALTERNATIVE UNION TRUSTEE Trustee or director | 1 | $0 | $110,240 | $27,952 |
| NATE CLARK | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 | $104,840 | $32,660 |
| KIMBERLY WELCH-HARLAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RYLAN NORRIS | ALTERNATIVE EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE YANCEY | EMPLOYER TRUSTEE & SECRETA Trustee or director, Officer | 2 | $0 | $0 | $0 |
| JESSICA OFFENBACHER | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DANIEL PEDERSEN | UNION TRUSTEE & CHAIRMAN Trustee or director, Officer | 2 | $0 | $275,674 | $38,931 |
| DOUGLAS FINDLAY THRU 12522 | UNION TRUSTEE Trustee or director | 1 | $0 | $220,789 | $17,265 |
| ROWENA GREEN | UNION TRUSTEE Trustee or director | 1 | $0 | $181,721 | $28,146 |
| DAWN MCCLANAHAN | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 | $110,220 | $25,055 |
| WILLIAM CRIM THRU 12522 | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 | $111,850 | $13,819 |
| STEPHANIE VILLALPANDO START 12522 | UNION TRUSTEE Trustee or director | 1 | $0 | $94,594 | $11,093 |
| STEVE YANCY | EMPLOYER TRUSTEE & SECRETARY Trustee or director, Officer | 2 | $0 | $0 | $0 |
| RYLAN NORRIS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KIMBERLY WELCH-HARLAN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NATE CLARK START 12522 | ALTERNATE UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7250 POE AVE STE 300, DAYTON, OH 45414-2645
- In care of
- % ED LIVELY
- Principal officer (990 for 2024)
- DANIEL PEDERSEN, 7250 POE AVENUE 300, DAYTON, OH 45414
- Signed the 990
- DANIEL PEDERSEN, CHAIR
- Phone
- (937) 665-1900
- Website
- WWW.MIUFCWLEGALPLAN.COM
- Return prepared by
- SIKICH LLC
Mission
TO PROVIDE LEGAL BENEFIT SERVICES TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- LEGAL SERVICES 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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 38-3136636
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1994
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $800,711
- Income (IRS master file)
- $387,948
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $321,032 | $380,987 | $800,711 | XML |
| 990 | March 2024 | $321,383 | $357,807 | $852,744 | XML |
| 990 | March 2023 | $329,560 | $311,999 | $830,136 | XML |
| 990 | March 2022 | – | – | – | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 38-3136636).
Questions about MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT
- What is the EIN of MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT?
- The employer identification number (EIN) of MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT is 38-3136636.
- Is MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Which annual return does MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT 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 MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT?
- The 990 for the year ended March 31, 2025 names DANIEL PEDERSEN.
- Who are the officers and directors of MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT?
- The 990 for the year ended March 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MICHIGAN UNITED FOOD AND COMMERICAL WORKERS UNION AND EMPLOYERS JOINT have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $321,032, expenses of $380,987 and total assets of $800,711 at year end.
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