Nonprofit · EIN 63-0334002
SOUTHEASTERN IRON WORKERS WELFARE PLAN
Tax-exempt · GOODLETTSVLLE, TN 37070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $34,265,657 | $36,860,730 | -$2,595,073 | $42,262,553 | $132,039 | $42,130,514 |
| December 31, 2023 | 990 | $33,830,115 | $32,969,555 | $860,560 | $44,183,640 | $116,876 | $44,066,764 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $32,745,282
- Investment income
- $1,520,375
- Net gain from sales of assets
- $364,534
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $34,739,903
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $36,649
- Accounting fees
- $54,919
Balance sheet and other
- Total assets, start of year
- $44,183,640
- Total assets, end of year
- $42,262,553
- Total liabilities, end of year
- $132,039
- Net assets, end of year
- $42,130,514
- Publicly traded securities
- $37,756,798
- Net assets without donor restrictions
- $42,130,514
- Gross receipts
- $45,923,626
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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 |
|---|---|---|---|
| ROBERT DUFFIELD | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| JODY CREWS | SECRETARY Trustee or director, Officer | 5 | $0 |
| KEVIN BARBER | TRUSTEE Trustee or director | 5 | $0 |
| YOSVANY TORRES | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT KNOST | TRUSTEE Trustee or director | 5 | $0 |
| JEFF BAILEY | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM BRADLEY | TRUSTEE Trustee or director | 5 | $0 |
| DAN SEGOVIA | TRUSTEE Trustee or director | 5 | $0 |
| ALEXANDER BERGEL | TRUSTEE Trustee or director | 5 | $0 |
| STEPHEN SHELL | TRUSTEE Trustee or director, Officer | 5 | $0 |
| LESTER HENSLEY | TRUSTEE Trustee or director | 5 | $0 |
| JIM BOYKIN | TRUSTEE Trustee or director | 5 | $0 |
| CONRAD VARNUM | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM McMILLAN | TRUSTEE Trustee or director | 5 | $0 |
| PAUL METTE | SECRETARY Trustee or director | 5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT GARMOE | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ROBERT DUFFIELD | CHAIRMAN Trustee or director, Officer | 5 | $0 |
| JODY CREWS | SECRETARY Trustee or director, Officer | 5 | $0 |
| KEVIN BARBER | TRUSTEE Trustee or director | 5 | $0 |
| YOSVANY TORRES | TRUSTEE Trustee or director | 5 | $0 |
| ROBERT KNOST | TRUSTEE Trustee or director | 5 | $0 |
| JEFF BAILEY | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM BRADLEY | TRUSTEE Trustee or director | 5 | $0 |
| DAN SEGOVIA | TRUSTEE Trustee or director | 5 | $0 |
| ALEXANDER BERGEL | TRUSTEE Trustee or director | 5 | $0 |
| STEPHEN SHELL | TRUSTEE Trustee or director, Officer | 5 | $0 |
| LESTER HENSLEY | TRUSTEE Trustee or director | 5 | $0 |
| JIM BOYKIN | TRUSTEE Trustee or director | 5 | $0 |
| CONRAD VARNUM | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM McMILLAN | TRUSTEE Trustee or director | 5 | $0 |
| PAUL METTE | SECRETARY Trustee or director | 5 | $0 |
| ROBERT GARMOE | TRUSTEE Trustee or director | 5 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
- Principal officer (990 for 2024)
- ROBERT DUFFIELD, PO BOX 1449, GOODLETTSVILLE, TN 37370
- Signed the 990
- ROBERT DUFFIELD, Chairman
- Phone
- (615) 859-0131
- 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 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
- 63-0334002
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $42,262,553
- Income (IRS master file)
- $45,923,626
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $34,265,657 | $36,860,730 | $42,262,553 | XML |
| 990 | December 2023 | $33,830,115 | $32,969,555 | $44,183,640 | XML |
| 990 | December 2022 | $28,141,662 | $31,486,974 | $40,051,347 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 63-0334002).
Questions about SOUTHEASTERN IRON WORKERS WELFARE PLAN
- What is the EIN of SOUTHEASTERN IRON WORKERS WELFARE PLAN?
- The employer identification number (EIN) of SOUTHEASTERN IRON WORKERS WELFARE PLAN is 63-0334002.
- Is SOUTHEASTERN IRON WORKERS WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to SOUTHEASTERN IRON WORKERS WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHEASTERN IRON WORKERS WELFARE PLAN 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 SOUTHEASTERN IRON WORKERS WELFARE PLAN 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 SOUTHEASTERN IRON WORKERS WELFARE PLAN 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 SOUTHEASTERN IRON WORKERS WELFARE PLAN?
- The 990 for the year ended December 31, 2024 names ROBERT DUFFIELD.
- Who are the officers and directors of SOUTHEASTERN IRON WORKERS WELFARE PLAN?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does SOUTHEASTERN IRON WORKERS WELFARE PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $34,265,657, expenses of $36,860,730 and total assets of $42,262,553 at year end.
Other nonprofits in GOODLETTSVLLE
- SOUTHERN DISTRICT UBC HEALTH TRUST EIN 74-6075997 · last filed 990 for 2024
- SHEET METAL WORKERS NATIONAL HEALTH FUND EIN 52-1466749 · last filed 990 for 2024
- SOUTHERN OPERATORS HEALTH FUND EIN 43-2067325 · last filed 990 for 2024
- SOUTHEAST LABORERS HEALTH FUND EIN 23-7100845 · last filed 990 for 2025
- DOLLAR GENERAL LITERACY FOUNDATION EIN 62-1546736 · last filed 990 for 2026
- SOUTHERN PAINTERS WELFARE FUND EIN 58-1910292 · last filed 990 for 2024
- TENNESSEE VOICES FOR CHILDREN EIN 62-1576400 · last filed 990 for 2025
- IRON WORKERS DISTRICT COUNCIL OF TENN VALLEY & VICINITY WELFARE PLA EIN 62-0588259 · last filed 990 for 2024