Nonprofit · EIN 47-6286519
LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR
Also known as JOSEPH KERR TTEE
Tax-exempt · TERRE HAUTE, IN 47803
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990-EZ | $120,000 | $94,378 | $25,622 | $46,198 | $0 | $46,198 |
| June 30, 2024 | 990-EZ | $80,000 | $94,396 | -$14,396 | $20,576 | $0 | $20,576 |
Financial details: 990-EZ for the year ended June 30, 2025
Revenue
- Program service revenue
- $120,000
Expenses
- Benefits paid to members
- $92,628
- Compensation of officers, directors and key employees
- $0
- Professional fees and payments to contractors
- $1,750
Balance sheet and other
- Total assets, start of year
- $20,576
- Total assets, end of year
- $46,198
- Total liabilities, end of year
- $0
- Net assets, end of year
- $46,198
- Cash, savings and investments
- $46,198
- Gross receipts
- $120,000
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-EZ for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES FELLOWS | TRUSTEE | 1 | $0 |
| ANDREW WILLIAMS | TRUSTEE (PAST) | 1 | $0 |
| DEREK WANNER | TRUSTEE (NEW) | 1 | $0 |
990-EZ for the year ended June 30, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JAMES FELLOWS | TRUSTEE | 1 | $0 |
| ANDREW WILLIAMS | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5675 HULMAN ST, TERRE HAUTE, IN 47803-9752
- In care of
- % JOSEPH KERR
- Mailing address (990-N for 2015)
- 5675 EAST HULMAN DRIVE, TERRE HAUTE IN 47803
- Principal officer (990-N for 2015)
- JOSEPH KERR, 5675 EAST HULMAN DRIVE, TERRE HAUTE IN 47803
- Signed the 990-EZ
- JAMES FELLOWS, TRUSTEE
- Phone
- (812) 877-4239
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
TO PROVIDE HEALTH BENEFITS TO RETIREES
Program accomplishments
- THE WELFARE TRUST WAS ESTABLISHED TO PROVIDE HEALTH BENEFITS TO RETIREES.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990-EZ on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990-EZ on file |
IRS record
- EIN
- 47-6286519
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2016
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $46,198
- Income (IRS master file)
- $120,000
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-EZ | June 2025 | $120,000 | $94,378 | $46,198 | IRS |
| 990-EZ | June 2024 | $80,000 | $94,396 | $20,576 | XML |
| 990-EZ | June 2023 | – | – | – | IRS |
| 990-EZ | June 2022 | – | – | – | IRS |
| 990-EZ | June 2021 | – | – | – | IRS |
| 990-EZ | June 2020 | – | – | – | IRS |
| 990-EZ | June 2019 | – | – | – | IRS |
| 990-N for 2015 Officer: JOSEPH KERR | July 31, 2016 | ≤ $50,000 receipts | – | – | e-Postcard |
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 47-6286519).
Questions about LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR
- What is the EIN of LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR?
- The employer identification number (EIN) of LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR is 47-6286519.
- Is LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2016.
- Are donations to LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR 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 UNION 725 OF THE IBEW RETIREMENT WELFARE TR due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR last file with the IRS?
- The latest return in the IRS public files is the 990-EZ for the year ended June 2025.
- Who is the principal officer of LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR?
- The 990-N for 2015 names JOSEPH KERR.
- Who are the officers and directors of LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR?
- The 990-EZ for the year ended June 30, 2025 lists 3 people; 0 received compensation from the organization.
- How much revenue does LOCAL UNION 725 OF THE IBEW RETIREMENT WELFARE TR have?
- On its 990-EZ for the year ended June 30, 2025 it reported revenue of $120,000, expenses of $94,378 and total assets of $46,198 at year end.
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All nonprofits in TERRE HAUTE · Indiana · Mutual and membership benefit