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Nonprofit · EIN 54-6079967

I U O E LOCAL 147 HEALTH FUND

Tax-exempt · GOODLETTSVLLE, TN 37070

Financials

$7.5M$6.8M2022$10.4M$9.7M2023$11.1M$7.3M2024
Revenue Expenses · by fiscal year end
Financials of I U O E LOCAL 147 HEALTH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
July 31, 2025990$11,103,530$7,329,614$3,773,916$13,911,769$4,852,543$9,059,226
July 31, 2024990$10,379,013$9,697,143$681,870$10,545,610$5,260,300$5,285,310
July 31, 2023990$7,527,879$6,767,202$760,677$8,685,271$4,081,831$4,603,440
Financial details: 990 for the year ended July 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$10,361,089
Investment income
$471,303
Net gain from sales of assets
$69,633
Other revenue
$271,138

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,762,362
Salaries, compensation and benefits (total)
$4,295
Professional fundraising fees
$0
Legal fees
$3,808
Accounting fees
$16,575

Balance sheet and other

Total assets, start of year
$10,545,610
Total assets, end of year
$13,911,769
Total liabilities, end of year
$4,852,543
Net assets, end of year
$9,059,226
Publicly traded securities
$10,709,650
Net assets without donor restrictions
$9,059,226
Gross receipts
$18,506,679
Employees
14
Year formed
1962
State of legal domicile
VA

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 July 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
BLAIR CARLTONTRUSTEE
Trustee or director
2$0
JERRY CONNERTRUSTEE
Trustee or director
2$0
BRADY HORNECHAIRMAN
Trustee or director, Officer
2$0
RAYMOND R STATON JRALTERNATE TR
Trustee or director
2$0
JACK B RICESECRETARY
Trustee or director, Officer
2$0
990 for the year ended July 31, 2024: 5 people
NameTitleHours / weekCompensation
BLAIR CARLTONTRUSTEE
Trustee or director
2$0
JERRY CONNERTRUSTEE
Trustee or director
2$0
BRADY HORNECHAIRMAN
Trustee or director, Officer
2$0
RAYMOND R STATON JRALTERNATE TR
Trustee or director
2$0
JACK B RICESECRETARY
Trustee or director, Officer
2$0
990 for the year ended July 31, 2023: 4 people
NameTitleHours / weekCompensation
JERRY CONNERTRUSTEE
Trustee or director
2$0
BRADY HORNECHAIRMAN
Trustee or director, Officer
2$0
RAYMOND R STATON JRALTERNATE TR
Trustee or director
2$0
JACK B RICESECRETARY
Trustee or director, Officer
2$0

Address and contacts

Address (IRS master file)
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
Principal officer (990 for 2024)
BRADY HORNE
Signed the 990
BRADY HORNE, CHAIRMAN
Phone
(615) 859-0131
Return prepared by
DANIELS IRWIN & AYLOR

Mission

THE PROVISION OF BENEFITS TO PARTICIPANTS.

990 for the year ended July 31, 2025

Program accomplishments

  • THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISBILITY AND LIFE INSURANCE BENEFITS TO PLAN PARTICIPANTS.

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 July, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025July 31, 2026December 15, 2026Not due yet
2024July 31, 2025December 15, 2025990 on file
2023July 31, 2024December 16, 2024990 on file

IRS record

EIN
54-6079967
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1963
Accounting year ends
July
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,911,769
Income (IRS master file)
$18,506,679

Filing history

FormYear endedRevenueExpensesAssetsReturn
990July 2025$11,103,530$7,329,614$13,911,769IRS
990July 2024$10,379,013$9,697,143$10,545,610IRS
990July 2023$7,527,879$6,767,202$8,685,271XML
990July 2022$7,022,992$5,429,561$7,614,819IRS
990July 2021–––IRS
990July 2020–––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 54-6079967).

Questions about I U O E LOCAL 147 HEALTH FUND

What is the EIN of I U O E LOCAL 147 HEALTH FUND?
The employer identification number (EIN) of I U O E LOCAL 147 HEALTH FUND is 54-6079967.
Is I U O E LOCAL 147 HEALTH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
Are donations to I U O E LOCAL 147 HEALTH FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does I U O E LOCAL 147 HEALTH 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 I U O E LOCAL 147 HEALTH FUND due?
The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did I U O E LOCAL 147 HEALTH FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended July 2025.
Who is the principal officer of I U O E LOCAL 147 HEALTH FUND?
The 990 for the year ended July 31, 2025 names BRADY HORNE.
Who are the officers and directors of I U O E LOCAL 147 HEALTH FUND?
The 990 for the year ended July 31, 2025 lists 5 people; 0 received compensation from the organization.
How much revenue does I U O E LOCAL 147 HEALTH FUND have?
On its 990 for the year ended July 31, 2025 it reported revenue of $11,103,530, expenses of $7,329,614 and total assets of $13,911,769 at year end.

Other nonprofits in GOODLETTSVLLE

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