Nonprofit · EIN 43-1724421
SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN
Tax-exempt · SAINT LOUIS, MO 63110
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $4,546,535 | $1,376,729 | $3,169,806 | $42,451,403 | $94,612 | $42,356,791 |
| August 31, 2024 | 990 | $6,225,728 | $1,014,964 | $5,210,764 | $37,606,006 | $1,890 | $37,604,116 |
| August 31, 2023 | 990 | $3,191,624 | $955,798 | $2,235,826 | $31,998,663 | $0 | $31,998,663 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,390,039
- Investment income
- $1,155,471
- Other revenue
- $1,025
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,236,362
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $11,644
- Accounting fees
- $24,574
Balance sheet and other
- Total assets, start of year
- $37,606,006
- Total assets, end of year
- $42,451,403
- Total liabilities, end of year
- $94,612
- Net assets, end of year
- $42,356,791
- Publicly traded securities
- $41,612,849
- Gross receipts
- $4,546,535
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1995
- State of legal domicile
- MO
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID CONDER | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| MONTE RUSSELL | TRUSTEE Trustee or director | 0 | $0 |
| STEVE HUGHART | SECRETARY-TREASURER Trustee or director, Officer | 0 | $0 |
| SHANE SULLIVAN | TRUSTEE Trustee or director | 0 | $0 |
| TATE WRIGHT | TRUSTEE Trustee or director | 0 | $0 |
| BRENT SIZEMORE | TRUSTEE Trustee or director | 0 | $0 |
| PAM ALLEN | EXITNG TRUSTEE Trustee or director | 0 | $0 |
| KELLY MCCORD | TRUSTEE Trustee or director | 0 | $0 |
| ANDY HIPSHER | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended August 31, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID CONDER | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| BJ SIMMERMAN | EXITING TRUSTEE Trustee or director | 0 | $0 |
| MONTE RUSSELL | TRUSTEE Trustee or director | 0 | $0 |
| STEVE HUGHART | SECRETARY-TREASURER Trustee or director, Officer | 0 | $0 |
| SHANE SULLIVAN | TRUSTEE Trustee or director | 0 | $0 |
| TATE WRIGHT | TRUSTEE Trustee or director | 0 | $0 |
| BRENT SIZEMORE | TRUSTEE Trustee or director | 0 | $0 |
| PAM ALLEN | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended August 31, 2023: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID CONDER | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| BJ SIMMERMAN | TRUSTEE Trustee or director | 0 | $0 |
| MONTE RUSSELL | TRUSTEE Trustee or director | 0 | $0 |
| STEVE WILSON | EXITING TRUSTEE Trustee or director | 0 | $0 |
| STEVE HUGHART | SECRETARY-TREASURER Trustee or director, Officer | 0 | $0 |
| SHANE SULLIVAN | TRUSTEE Trustee or director | 0 | $0 |
| TATE WRIGHT | TRUSTEE Trustee or director | 0 | $0 |
| BRENT SIZEMORE | TRUSTEE Trustee or director | 0 | $0 |
| PAM ALLEN | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 5735 ELIZABETH AVE, SAINT LOUIS, MO 63110-2801
- In care of
- % FLOYD L DAVIS ADM
- Principal officer (990 for 2024)
- DAVID CONDER, 5735 ELIZABETH AVENUE, ST LOUIS, MO 63110
- Signed the 990
- DAVID CONDER, CHAIRMAN
- Phone
- (314) 752-2330
- Return prepared by
- ANDERS MINKLER HUBER & HELM LLP
Mission
NONE
Program accomplishments
- THE FUND IS A COLLECTIVELY BARGAINED WELFARE FUND WHICH USES EMPLOYER CONTRIBUTIONS TO PROVIDE RETIREE MEDICAL BENFEITS TO EMPLOYEES OF THE CONTRIBUTING EMPLOYERS
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 43-1724421
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1996
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,451,403
- Income (IRS master file)
- $4,546,535
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $4,546,535 | $1,376,729 | $42,451,403 | XML |
| 990 | August 2024 | $6,225,728 | $1,014,964 | $37,606,006 | XML |
| 990 | August 2023 | $3,191,624 | $955,798 | $31,998,663 | XML |
| 990 | August 2022 | $2,764,993 | $928,020 | $28,310,258 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 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 43-1724421).
Questions about SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN
- What is the EIN of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN?
- The employer identification number (EIN) of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN is 43-1724421.
- Is SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
- Are donations to SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN 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 ELECTRICAL RETIREE WELFARE PLAN due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN?
- The 990 for the year ended August 31, 2025 names DAVID CONDER.
- Who are the officers and directors of SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN?
- The 990 for the year ended August 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN ILLINOIS ELECTRICAL RETIREE WELFARE PLAN have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $4,546,535, expenses of $1,376,729 and total assets of $42,451,403 at year end.
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