Nonprofit · EIN 63-0327100
BUILDING TRADES AFL-AGC WELFARE FUND
Tax-exempt · MOBILE, AL 36602
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,618,180 | $18,608,233 | $3,009,947 | $38,708,539 | $21,441 | $38,687,098 |
| June 30, 2024 | 990 | $19,013,934 | $18,467,647 | $546,287 | $34,946,563 | $19,492 | $34,927,071 |
| June 30, 2023 | 990 | $17,602,037 | $17,010,910 | $591,127 | $33,881,083 | $144,477 | $33,736,606 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $19,961,876
- Investment income
- $1,545,427
- Net rental income
- $38,664
- Net gain from sales of assets
- $418,205
- Other revenue
- $110,877
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $16,882,659
- Other salaries and wages
- $128,091
- Salaries, compensation and benefits (total)
- $199,300
- Professional fundraising fees
- $0
- Legal fees
- $21,142
- Accounting fees
- $61,280
- Depreciation
- $7,443
Balance sheet and other
- Total assets, start of year
- $34,946,563
- Total assets, end of year
- $38,708,539
- Total liabilities, end of year
- $21,441
- Net assets, end of year
- $38,687,098
- Land, buildings and equipment
- $124,623
- Publicly traded securities
- $32,677,805
- Net assets without donor restrictions
- $38,687,098
- Gross receipts
- $28,561,561
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1966
- State of legal domicile
- AL
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.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| LEE BAILEY | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| LAWAYNE BOWLEN | TRUSTEE Trustee or director | 5 | $0 |
| ALLEN STEADMAN | VICE CHAIRMAN Trustee or director, Officer | 5 | $0 |
| CHARLIE SHERWOOD | TRUSTEE Trustee or director | 5 | $0 |
| TIM MILLER | TRUSTEE Trustee or director | 5 | $0 |
| ADAM BROOKS | TRUSTEE Trustee or director | 5 | $0 |
| JAY SCHUELLY | TRUSTEE Trustee or director | 5 | $0 |
| GAVIN RATHBONE | TRUSTEE Trustee or director | 5 | $0 |
| JEFF SMITH | TRUSTEE Trustee or director | 5 | $0 |
| THOMAS JENKINS | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 9 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN STEADMAN | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| LAWAYNE BOWLEN | TRUSTEE Trustee or director | 5 | $0 |
| LEE BAILEY | TRUSTEE Trustee or director | 5 | $0 |
| CHARLIE SHERWOOD | TRUSTEE Trustee or director | 5 | $0 |
| TIM MILLER | TRUSTEE Trustee or director | 5 | $0 |
| ADAM BROOKS | TRUSTEE Trustee or director | 5 | $0 |
| JAY SCHUELLY | TRUSTEE Trustee or director | 5 | $0 |
| GAVIN RATHBONE | TRUSTEE Trustee or director | 5 | $0 |
| JEFF SMITH | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALLEN STEADMAN | CHAIRMAN Trustee or director, Officer | 10 | $0 |
| LAWAYNE BOWLEN | TRUSTEE Trustee or director | 5 | $0 |
| LEE BAILEY | TRUSTEE Trustee or director | 5 | $0 |
| WAYNE JENNINGS | TRUSTEE Trustee or director | 5 | $0 |
| CHARLIE SHERWOOD | TRUSTEE Trustee or director | 5 | $0 |
| TIM MILLER | TRUSTEE Trustee or director | 5 | $0 |
| ADAM BROOKS | TRUSTEE Trustee or director | 5 | $0 |
| JAY SCHUELLY | TRUSTEE Trustee or director | 5 | $0 |
| GAVIN RATHBONE | TRUSTEE Trustee or director | 5 | $0 |
| LLOYD HICKS | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- 801 SAINT FRANCIS ST, MOBILE, AL 36602-1225
- Principal officer (990 for 2024)
- LEE BAILEY, PO BOX 1492, MOBILE, AL 36633
- Signed the 990
- LEE BAILEY, CHAIRMAN
- Phone
- (251) 438-4765
- Return prepared by
- STEVEN D EISENBERG CPA PA
Mission
The Organization mission to is provide health benefits to eligible participants
Program accomplishments
- HEALTH CLAIMS PAID ON BEHALF OF PARTICIPANTS AND / OR THEIR DEPENDENTS
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 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 63-0327100
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1955
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $38,708,539
- Income (IRS master file)
- $28,561,561
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,618,180 | $18,608,233 | $38,708,539 | IRS |
| 990 | June 2024 | $19,013,934 | $18,467,647 | $34,946,563 | IRS |
| 990 | June 2023 | $17,602,037 | $17,010,910 | $33,881,083 | XML |
| 990 | June 2022 | $15,699,477 | $14,768,129 | $32,732,825 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 63-0327100).
Questions about BUILDING TRADES AFL-AGC WELFARE FUND
- What is the EIN of BUILDING TRADES AFL-AGC WELFARE FUND?
- The employer identification number (EIN) of BUILDING TRADES AFL-AGC WELFARE FUND is 63-0327100.
- Is BUILDING TRADES AFL-AGC WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1955.
- Are donations to BUILDING TRADES AFL-AGC WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BUILDING TRADES AFL-AGC WELFARE 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 BUILDING TRADES AFL-AGC WELFARE FUND 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 BUILDING TRADES AFL-AGC WELFARE FUND 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 BUILDING TRADES AFL-AGC WELFARE FUND?
- The 990 for the year ended June 30, 2025 names LEE BAILEY.
- Who are the officers and directors of BUILDING TRADES AFL-AGC WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does BUILDING TRADES AFL-AGC WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,618,180, expenses of $18,608,233 and total assets of $38,708,539 at year end.
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