Nonprofit · EIN 68-6239603
ATC MANAGEMENT INC WELFARE BENEFIT TR
Tax-exempt · MILWAUKEE, WI 53202
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $9,768,469 | $9,315,855 | $452,614 | $8,873,163 | $0 | $8,873,163 |
| December 31, 2023 | 990 | $2,790,776 | $4,639,366 | -$1,848,590 | $8,420,549 | $0 | $8,420,549 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,325,378
- Investment income
- $443,091
- Net gain from sales of assets
- $176,459
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,170,996
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Program services (functional)
- $9,000,435
- Management and general (functional)
- $315,420
Balance sheet and other
- Total assets, start of year
- $8,420,549
- Total assets, end of year
- $8,873,163
- Total liabilities, end of year
- $0
- Net assets, end of year
- $8,873,163
- Publicly traded securities
- $8,581,286
- Gross unrelated business income
- $443,091
- Gross receipts
- $16,345,449
- Employees
- 0
- Year formed
- 2003
- State of legal domicile
- WI
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 | Other / benefits |
|---|---|---|---|---|
| US Bank | Trustee Institutional trustee | 0 | $0 | $21,078 |
990 for the year ended December 31, 2023: 1 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| US Bank | Trustee Institutional trustee | 0 | $0 | $24,526 |
Address and contacts
- Address (IRS master file)
- C/O US BANK 777 E WISCONSIN AVE, MILWAUKEE, WI 53202-0000
- In care of
- % ATC MANAGEMENT INC
- Principal officer (990 for 2024)
- Richard Romero, c/o US Bank 777 E Wisconsin, Milwaukee, WI 53202
- Signed the 990
- Richard Romero, VP Relationship Mgr
- Phone
- (262) 506-6869
Mission
PROVIDE MEDICAL BENEFITS TO EMPLOYEES AND RETIREES.
Program accomplishments
- Provide medical benefits to 452 active employees and 113 retirees.Expenses $8,170,996
- Provide medical insurance to active and retired employees.Expenses $829,439
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
- 68-6239603
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $8,873,163
- Income (IRS master file)
- $16,345,449
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $9,768,469 | $9,315,855 | $8,873,163 | XML |
| 990 | December 2023 | $2,790,776 | $4,639,366 | $8,420,549 | XML |
| 990 | December 2022 | -$362,525 | $7,229,840 | $10,269,139 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 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 68-6239603).
Questions about ATC MANAGEMENT INC WELFARE BENEFIT TR
- What is the EIN of ATC MANAGEMENT INC WELFARE BENEFIT TR?
- The employer identification number (EIN) of ATC MANAGEMENT INC WELFARE BENEFIT TR is 68-6239603.
- Is ATC MANAGEMENT INC WELFARE BENEFIT TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to ATC MANAGEMENT INC WELFARE BENEFIT TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ATC MANAGEMENT INC WELFARE BENEFIT TR 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 ATC MANAGEMENT INC WELFARE BENEFIT TR 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 ATC MANAGEMENT INC WELFARE BENEFIT TR 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 ATC MANAGEMENT INC WELFARE BENEFIT TR?
- The 990 for the year ended December 31, 2024 names Richard Romero.
- Who are the officers and directors of ATC MANAGEMENT INC WELFARE BENEFIT TR?
- The 990 for the year ended December 31, 2024 lists 1 person; 0 received compensation from the organization.
- How much revenue does ATC MANAGEMENT INC WELFARE BENEFIT TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $9,768,469, expenses of $9,315,855 and total assets of $8,873,163 at year end.
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