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Nonprofit · EIN 51-0160964

MACYS INC WELFARE BENEFITS TRUST

Tax-exempt · SPRINGDALE, OH 45246

Financials

$74.3M$67.6M2022$2.9M$12.5M2023$156K$310K2024
Revenue Expenses · by fiscal year end
Financials of MACYS INC WELFARE BENEFITS TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
June 30, 2025990$156,385$310,306-$153,921$3,764,217$0$3,764,217
June 30, 2024990$2,911,965$12,474,660-$9,562,695$3,918,138$0$3,918,138
June 30, 2023990$74,335,720$67,638,223$6,697,497$13,480,833$0$13,480,833
Financial details: 990 for the year ended June 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$131
Investment income
$156,254
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$305,975
Compensation of officers, directors and key employees
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$305,975
Management and general (functional)
$4,331

Balance sheet and other

Total assets, start of year
$3,918,138
Total assets, end of year
$3,764,217
Total liabilities, end of year
$0
Net assets, end of year
$3,764,217
Publicly traded securities
$3,485,648
Gross receipts
$156,385
Employees
0

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 June 30, 2025, highest compensation first.

NameTitleHours / weekCompensation
MATTHEW S SCHROEDERTRUSTEE
Trustee or director
0$0
PAUL GRISCOMTRUSTEE
Trustee or director
0$0
990 for the year ended June 30, 2024: 2 people
NameTitleHours / weekCompensation
MATTHEW S SCHROEDERTRUSTEE
Trustee or director
0$0
PAUL GRISCOMTRUSTEE
Trustee or director
0$0
990 for the year ended June 30, 2023: 4 people
NameTitleHours / weekCompensation
CHRIS MEIERTRUSTEE
Trustee or director
0$0
MATTHEW S SCHROEDERTRUSTEE
Trustee or director
0$0
GREG WHITSONTRUSTEE
Trustee or director
0$0
PAUL GRISCOMTRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
145 PROGRESS PL, SPRINGDALE, OH 45246-1717
In care of
% MACYS INC
Principal officer (990 for 2024)
MATTHEW SCHROEDER, 145 PROGRESS PLACE, SPRINGDALE, OH 45246
Signed the 990
MATTHEW SCHROEDER, TRUSTEE
Phone
(513) 579-7717

Mission

PAYMENT OF MEMBER MEDICAL BENEFITS

990 for the year ended June 30, 2025

Program accomplishments

  • Benefits paid to or for members
    Expenses $305,975

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 yearYear endedDueIRS public records
2025June 30, 2026November 16, 2026Not due yet
2024June 30, 2025November 17, 2025990 on file
2023June 30, 2024November 15, 2024990 on file

IRS record

EIN
51-0160964
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1976
Accounting year ends
June
Files
Form 990 or 990-EZ
Assets (IRS master file)
$3,764,217
Income (IRS master file)
$156,385

Filing history

FormYear endedRevenueExpensesAssetsReturn
990June 2025$156,385$310,306$3,764,217XML
990June 2024$2,911,965$12,474,660$3,918,138XML
990June 2023$74,335,720$67,638,223$13,480,833XML
990June 2022$75,741,479$76,253,409$6,783,336IRS
990June 2021–––IRS
990June 2020–––IRS
990June 2019–––IRS
990June 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 51-0160964).

Questions about MACYS INC WELFARE BENEFITS TRUST

What is the EIN of MACYS INC WELFARE BENEFITS TRUST?
The employer identification number (EIN) of MACYS INC WELFARE BENEFITS TRUST is 51-0160964.
Is MACYS INC WELFARE BENEFITS TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1976.
Are donations to MACYS INC WELFARE BENEFITS TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does MACYS INC WELFARE BENEFITS TRUST 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 MACYS INC WELFARE BENEFITS TRUST 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 MACYS INC WELFARE BENEFITS TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended June 2025.
Who is the principal officer of MACYS INC WELFARE BENEFITS TRUST?
The 990 for the year ended June 30, 2025 names MATTHEW SCHROEDER.
Who are the officers and directors of MACYS INC WELFARE BENEFITS TRUST?
The 990 for the year ended June 30, 2025 lists 2 people; 0 received compensation from the organization.
How much revenue does MACYS INC WELFARE BENEFITS TRUST have?
On its 990 for the year ended June 30, 2025 it reported revenue of $156,385, expenses of $310,306 and total assets of $3,764,217 at year end.

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