Nonprofit · EIN 62-1548543
USW HRA FUND
Tax-exempt · NASHVILLE, TN 37217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $5,165,000 | $4,045,055 | $1,119,945 | $51,394,238 | $903,484 | $50,490,754 |
| December 31, 2023 | 990 | $4,623,822 | $4,408,522 | $215,300 | $48,607,970 | $916,726 | $47,691,244 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,139,594
- Investment income
- $2,025,406
- Net gain from sales of assets
- $12,436
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,556,000
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $44,850
- Accounting fees
- $30,290
- Travel
- $162
- Program services (functional)
- $4,045,055
Balance sheet and other
- Total assets, start of year
- $48,607,970
- Total assets, end of year
- $51,394,238
- Total liabilities, end of year
- $903,484
- Net assets, end of year
- $50,490,754
- Publicly traded securities
- $50,319,188
- Gross receipts
- $39,638,544
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1994
- State of legal domicile
- TN
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROLYN ADAMS-ROSSIGNOL | EXECUTIVE DIRECTOR Officer | 1.06 | $0 | $162,106 | $56,731 |
| Meredith Albright | Finance Director Former | 2.1 | $0 | $135,132 | $47,026 |
| DOUG CORZINE | IT MANAGER Highest-paid employee | 0.25 | $0 | $126,942 | $44,423 |
| CHARLES KNIGHT | DEPUTY EXECUTIVE DIRECTOR Former | 0.23 | $0 | $30,449 | $7,028 |
| MARK RHODES | CHAIRMAN Trustee or director | 0 | $0 | $0 | $0 |
| TERRENCE SPROULE | SECRETARY Trustee or director | 0 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CAROLYN ADAMS-ROSSIGNOL | EXECUTIVE DIRECTOR Officer | 1.06 | $0 | $152,601 | $55,049 |
| CHARLES KNIGHT | DEPUTY EXECUTIVE DIRECTOR Officer | 0.23 | $0 | $155,160 | $46,958 |
| Jenny Lee | Controller Highest-paid employee | 2.18 | $0 | $142,689 | $45,467 |
| DOUG CORZINE | IT MANAGER Highest-paid employee | 0.25 | $0 | $123,294 | $43,451 |
| TERRENCE SPROULE | SECRETARY Trustee or director | 0.4 | $0 | $0 | $0 |
| MARK RHODES | CHAIRMAN Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1101 KERMIT DR STE 800, NASHVILLE, TN 37217-5111
- In care of
- % TREVOR K ENGLAND
- Principal officer (990 for 2024)
- Carolyn Adams-Rossignol, 1101 KERMIT DRIVE STE 800, 1101 KERMIT DRIVE STE 800, NASHVILLE, TN 37217
- Signed the 990
- Lori Anne Morse, Finance Director
- Phone
- (615) 333-6343
- Website
- WWW.USWBENEFITFUNDS.COM
Mission
HEALTH CARE PROGRAM: BENEFIT PAYMENTS MADE THROUGH A HEALTH REIMBURSEMENT ARRANGEMENT THAT REIMBURSES APPROXIMATELY 2,268 PARTICIPANTS, RETIREES OR THEIR DEPENDENTS FOR ELIGIBLE MEDICAL EXPENSES THAT ARE TAX DEDUCTIBLE UNDER INTERNAL REVENUE CODE SECTION 213.
Program accomplishments
- PARTICIPATING EMPLOYER CONTRIBUTIONS: BENEFIT PAYMENTS TO PARTICIPANTS FOR REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES UNDER INTERNAL REVENUE CODE SECTION 213.Expenses $3,982,791 · revenue $3,139,594
- GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY: REALIZED LOSS ON SALES OF INVESTMENTS OF PARTICIPATING EMPLOYER CONTRIBUTIONS HELD IN TRUST TO REIMBURSE PARTICIPANTS FOR ELIGIBLE MEDICAL EXPENSES UNDER INTERNAL REVENUE CODE SECTION 213.Expenses $62,264 · revenue $12,437
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 62-1548543
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1994
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $51,394,238
- Income (IRS master file)
- $39,638,544
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $5,165,000 | $4,045,055 | $51,394,238 | XML |
| 990 | December 2023 | $4,623,822 | $4,408,522 | $48,607,970 | XML |
| 990 | December 2022 | $4,379,094 | $3,706,229 | $45,647,045 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 62-1548543).
Questions about USW HRA FUND
- What is the EIN of USW HRA FUND?
- The employer identification number (EIN) of USW HRA FUND is 62-1548543.
- Is USW HRA FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1994.
- Are donations to USW HRA FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does USW HRA 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 USW HRA 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 USW HRA FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of USW HRA FUND?
- The 990 for the year ended December 31, 2024 names Carolyn Adams-Rossignol.
- Who are the officers and directors of USW HRA FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does USW HRA FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $5,165,000, expenses of $4,045,055 and total assets of $51,394,238 at year end.
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