Nonprofit · EIN 39-6075836
MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND
Tax-exempt · BROOKFIELD, WI 53045
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $1,930,558 | $1,940,984 | -$10,426 | $251,064 | $15,321 | $235,743 |
| April 30, 2024 | 990 | $1,787,872 | $1,822,472 | -$34,600 | $264,391 | $18,222 | $246,169 |
| April 30, 2023 | 990 | $1,636,408 | $1,672,439 | -$36,031 | $287,728 | $6,959 | $280,769 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,924,421
- Investment income
- $4,901
- Other revenue
- $1,236
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,840,281
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $6,722
- Accounting fees
- $38,440
Balance sheet and other
- Total assets, start of year
- $264,391
- Total assets, end of year
- $251,064
- Total liabilities, end of year
- $15,321
- Net assets, end of year
- $235,743
- Gross receipts
- $1,930,558
- Employees
- 0
- Volunteers
- 4
- Year formed
- 1962
- 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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN OLSON | LABOR TRUSTEE Trustee or director, Officer | 0.5 | $0 |
| RONALD SAN FELIPPO | MANAGMENT TRUSTEE Trustee or director, Officer | 0.5 | $0 |
| MARTHA HANDRICH | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended April 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN OLSON | TRUSTEE Trustee or director | 0.5 | $0 |
| RONALD SAN FELIPPO | TRUSTEE Trustee or director | 0.5 | $0 |
| DOUG WARREN | TRUSTEE Trustee or director | 0.5 | $0 |
| CAROL TILLMAN | TRUSTEE Trustee or director | 0.5 | $0 |
990 for the year ended April 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOAN OLSON | TRUSTEE Trustee or director | 0.5 | $0 |
| RONALD SAN FELIPPO | TRUSTEE Trustee or director | 0.5 | $0 |
| DOUG WARREN | TRUSTEE Trustee or director | 0.5 | $0 |
| CAROL TILLMAN | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 20225 WATER TOWER BLVD SUITE 317, BROOKFIELD, WI 53045-3530
- In care of
- % THE BENEFIT SERVICES GROUP LNC
- Principal officer (990 for 2024)
- JOAN OLSON, 633 S HAWLEY ROAD 117, BROOKFIELD, WI 53214
- Signed the 990
- JOAN OLSON, TRUSTEE
- Phone
- (262) 737-4937
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR FAMILIES.
Program accomplishments
- TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE MEMBERS, SPOUSES, AND 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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 39-6075836
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $251,064
- Income (IRS master file)
- $1,930,558
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $1,930,558 | $1,940,984 | $251,064 | XML |
| 990 | April 2024 | $1,787,872 | $1,822,472 | $264,391 | XML |
| 990 | April 2023 | $1,636,408 | $1,672,439 | $287,728 | XML |
| 990 | April 2022 | $1,243,654 | $1,281,472 | $321,586 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | 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 39-6075836).
Questions about MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND
- What is the EIN of MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND?
- The employer identification number (EIN) of MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND is 39-6075836.
- Is MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
- Are donations to MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MILWAUKEE HOTEL INDUSTRY 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 MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND?
- The 990 for the year ended April 30, 2025 names JOAN OLSON.
- Who are the officers and directors of MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND?
- The 990 for the year ended April 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $1,930,558, expenses of $1,940,984 and total assets of $251,064 at year end.
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