Nonprofit · EIN 39-1275574
BADGER STATE HEALTH AND WELFARE
Tax-exempt · NEENAH, WI 54956
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $260,594 | $252,481 | $8,113 | $2,905,967 | $6,984 | $2,898,983 |
| January 31, 2024 | 990 | $347,838 | $253,064 | $94,774 | $2,667,660 | $9,166 | $2,658,494 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $201,807
- Investment income
- $58,787
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Occupancy
- $540
Balance sheet and other
- Total assets, start of year
- $2,667,660
- Total assets, end of year
- $2,905,967
- Total liabilities, end of year
- $6,984
- Net assets, end of year
- $2,898,983
- Publicly traded securities
- $2,571,887
- Gross receipts
- $260,594
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1988
- State of legal domicile
- WI
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BEMOWSKI | ADMINISTRATOR Trustee or director | 10 | $0 |
| RICHARD GRISSOM | TRUSTEE Trustee or director | 10 | $0 |
| PATRICK DIER | TRUSTEE Trustee or director | 10 | $0 |
| AMY SHEPARD | TRUSTEE Trustee or director | 10 | $0 |
990 for the year ended January 31, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES BEMOWSKI | ADMINISTRATOR Trustee or director | 10 | $0 |
| RICHARD GRISSOM | TRUSTEE Trustee or director | 10 | $0 |
| PATRICK DIER | TRUSTEE Trustee or director | 10 | $0 |
| AMY SHEPARD | TRUSTEE Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- 1300 AMERICAN DR, NEENAH, WI 54956-1402
- Principal officer (990 for 2024)
- JAMES BEMOWSKI, 1300 AMERICAN DRIVE, NEENAH, WI 54956
- Signed the 990
- JAMES BEMOWSKI, ADMINISTRATOR
- Phone
- (920) 722-3365
- Return prepared by
- ENDRIES OTTO LLC
Mission
TO ADMINISTER HEALTH INSURANCE FUND FOR VARIOUS UNION ORGANIZATIONS.
Program accomplishments
- PREMIUMS ARE RECEIVED FROM VARIOUS UNION MEMBERS AND MEMBERS EMPLOYERS AND ARE PAID INTO A POOLED FUND FOR HEALTH INSURANCE COVERAGE.
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 39-1275574
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1993
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,905,967
- Income (IRS master file)
- $260,594
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $260,594 | $252,481 | $2,905,967 | XML |
| 990 | January 2024 | $347,838 | $253,064 | $2,667,660 | XML |
| 990 | January 2023 | $385,296 | $294,844 | $2,401,241 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | 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 39-1275574).
Questions about BADGER STATE HEALTH AND WELFARE
- What is the EIN of BADGER STATE HEALTH AND WELFARE?
- The employer identification number (EIN) of BADGER STATE HEALTH AND WELFARE is 39-1275574.
- Is BADGER STATE HEALTH AND WELFARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1993.
- Are donations to BADGER STATE HEALTH AND WELFARE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BADGER STATE HEALTH AND WELFARE 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 BADGER STATE HEALTH AND WELFARE due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did BADGER STATE HEALTH AND WELFARE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of BADGER STATE HEALTH AND WELFARE?
- The 990 for the year ended January 31, 2025 names JAMES BEMOWSKI.
- Who are the officers and directors of BADGER STATE HEALTH AND WELFARE?
- The 990 for the year ended January 31, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does BADGER STATE HEALTH AND WELFARE have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $260,594, expenses of $252,481 and total assets of $2,905,967 at year end.
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