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Nonprofit · EIN 61-6613197

BMWED HEALTH FUND

Also known as FREDDIE N SIMPSON TTEE

Tax-exempt · NOVI, MI 48375

Financials

$5.5M$3.5M2023$3.4M$3.7M2024
Revenue Expenses · by fiscal year end
Financials of BMWED HEALTH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$3,385,478$3,703,140-$317,662$4,717,290$287,785$4,429,505
December 31, 2023990$5,465,567$3,528,251$1,937,316$5,069,535$322,368$4,747,167
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$3,036,364
Program service revenue
$0
Investment income
$266,625
Net gain from sales of assets
$279
Other revenue
$82,489

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$3,649,191
Salaries, compensation and benefits (total)
$1,048
Professional fundraising fees
$0
Legal fees
$7,898
Accounting fees
$17,854
Program services (functional)
$3,703,140

Balance sheet and other

Total assets, start of year
$5,069,535
Total assets, end of year
$4,717,290
Total liabilities, end of year
$287,785
Net assets, end of year
$4,429,505
Publicly traded securities
$4,101,189
Net assets without donor restrictions
$4,429,505
Gross receipts
$3,385,478
Employees
1
Year formed
2019
State of legal domicile
MI

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 December 31, 2024, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TONY D CARDWELLTRUSTEE
Trustee or director
0$0$226,481$55,976
DALE E BOGART JrTRUSTEE
Trustee or director
0$0$202,998$47,219
P H QUIGLEYTRUSTEE
Trustee or director
0$0$137,103$20,949
DENNIS R ALBERSTRUSTEE
Former
0$0$0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TONY D CARDWELLTRUSTEE
Trustee or director
0$0$227,298$61,153
DALE E BOGART JRTRUSTEE
Trustee or director
0$0$200,736$53,724
DENNIS R ALBERSTRUSTEE
Trustee or director
0$0$183,009$20,409
FREDDIE N SIMPSONTRUSTEE
Former
0$0$0$0
DAVID D JOYNTTRUSTEE
Former
0$0$0$0

Address and contacts

Address (IRS master file)
41475 GARDENBROOK RD, NOVI, MI 48375-1328
In care of
% TONY D CARDWELL
Signed the 990
TONY D CARDWELL, TRUSTEE
Phone
(248) 662-2660
Return prepared by
Clarence H Johnson PC - CPAs

Mission

TO PROVIDE HEALTH AND PRESCRIPTION AND SHORT TERM DISABILITY BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES OF BMWED AND PARTICIPATING EMPLOYERS WHO MEET ELIGIBILITY REQUIREMENTS..

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE HEALTH AND PRESCRIPTION AND SHORT TERM DISABILITY BENEFITS TO ACTIVE EMPLOYEES, COVERED DEPENDENTS AND PRE-MEDICARE RETIREES.
    Expenses $3,703,140

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

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
61-6613197
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2021
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$4,717,290
Income (IRS master file)
$3,385,478

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$3,385,478$3,703,140$4,717,290XML
990December 2023$5,465,567$3,528,251$5,069,535XML
990December 2022$3,711,892$3,452,133$3,128,211IRS
990December 2021–––IRS
990December 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 61-6613197).

Questions about BMWED HEALTH FUND

What is the EIN of BMWED HEALTH FUND?
The employer identification number (EIN) of BMWED HEALTH FUND is 61-6613197.
Is BMWED HEALTH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2021.
Are donations to BMWED HEALTH FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does BMWED 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 BMWED HEALTH FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did BMWED HEALTH FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who are the officers and directors of BMWED HEALTH FUND?
The 990 for the year ended December 31, 2024 lists 4 people; 0 received compensation from the organization.
How much revenue does BMWED HEALTH FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $3,385,478, expenses of $3,703,140 and total assets of $4,717,290 at year end.

Other nonprofits in NOVI

All nonprofits in NOVI · Michigan · Mutual and membership benefit