Nonprofit · EIN 72-0997884
JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND
Tax-exempt · METAIRIE, LA 70002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $3,846,009 | $3,657,066 | $188,943 | $2,530,277 | $264,700 | $2,265,577 |
| August 31, 2024 | 990 | $4,001,372 | $3,899,036 | $102,336 | $2,503,663 | $508,882 | $1,994,781 |
| August 31, 2023 | 990 | $3,889,921 | $3,917,120 | -$27,199 | $2,318,913 | $558,165 | $1,760,748 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,749,538
- Investment income
- $93,327
- Net gain from sales of assets
- $5,584
- Other revenue
- $3,144
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,255,964
- Salaries, compensation and benefits (total)
- $134,438
- Professional fundraising fees
- $0
- Legal fees
- $12,285
- Accounting fees
- $28,185
- Occupancy
- $17,442
- Depreciation
- $9,766
Balance sheet and other
- Total assets, start of year
- $2,503,663
- Total assets, end of year
- $2,530,277
- Total liabilities, end of year
- $264,700
- Net assets, end of year
- $2,265,577
- Land, buildings and equipment
- $47,643
- Publicly traded securities
- $2,271,444
- Net assets without donor restrictions
- $2,265,577
- Gross receipts
- $4,726,846
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1983
- State of legal domicile
- LA
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE POTTS JR | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| CLAY MOISE | TRUSTEE Trustee or director | 0 | $0 |
| DONNA JOSEPH | TRUSTEE Trustee or director | 0 | $0 |
| CYNTHIA BUTLER-MCINTYRE | TRUSTEE Trustee or director | 0 | $0 |
| MELADIE MUNCH | TRUSTEE Trustee or director | 0 | $0 |
| LARRY SEGURA | TRUSTEE Trustee or director | 0 | $0 |
| CHAD NUGENT | SECRETARY Trustee or director, Officer | 0 | $0 |
| SANDRA HAUER | TRUSTEE Trustee or director | 0 | $0 |
| BONNETTA FRANKLIN | TRUSTEE Trustee or director | 0 | $0 |
| DR GRETCHEN WILLIAMS | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended August 31, 2024: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE POTTS JR | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| CLAY MOISE | TRUSTEE Trustee or director | 0 | $0 |
| DONNA JOSEPH | TRUSTEE Trustee or director | 0 | $0 |
| CYNTHIA BUTLER-MCINTYRE | TRUSTEE Trustee or director | 0 | $0 |
| MELADIE MUNCH | TRUSTEE Trustee or director | 0 | $0 |
| LARRY SEGURA | TRUSTEE Trustee or director | 0 | $0 |
| CHAD NUGENT | SECRETARY Trustee or director, Officer | 0 | $0 |
| SANDRA HAUER | TRUSTEE Trustee or director | 0 | $0 |
| BONNETTA FRANKLIN | TRUSTEE Trustee or director | 0 | $0 |
| DR GRETCHEN WILLIAMS | TRUSTEE Trustee or director | 0 | $0 |
990 for the year ended August 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE POTTS JR | CHAIRMAN Trustee or director, Officer | 0 | $0 |
| CLAY MOISE | TRUSTEE Trustee or director | 0 | $0 |
| DONNA JOSEPH | TRUSTEE Trustee or director | 0 | $0 |
| CYNTHIA BUTLER-MCINTYRE | TRUSTEE Trustee or director | 0 | $0 |
| MELADIE MUNCH | TRUSTEE Trustee or director | 0 | $0 |
| LARRY SEGURA | TRUSTEE Trustee or director | 0 | $0 |
| CHAD NUGENT | SECRETARY Trustee or director, Officer | 0 | $0 |
| SANDRA HAUER | TRUSTEE Trustee or director | 0 | $0 |
| BONNETTA FRANKLIN | TRUSTEE Trustee or director | 0 | $0 |
| DR GRETCHEN WILLIAMS | TRUSTEE Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 2540 SEVERN AVE STE 302, METAIRIE, LA 70002-5950
- Principal officer (990 for 2024)
- JOE POTTS, 2450 SEVERN AVE SUITE 302, METAIRIE, LA 70002
- Signed the 990
- JOE POTTS, CHAIRMAN
- Phone
- (504) 455-7261
- Return prepared by
- LEGLUE & COMPANY CPAS
Mission
TO PROVIDE OUR PARTICIPANTS WITH THE HIGHEST QUALITY BENEFITS IN AN EASILY UNDERSTOOD AND ACCESSIBLE MANNER IN ORDER TO RESPOND TO THEIR EMPLOYMENT AND DIVERSE NEEDS.
Program accomplishments
- DENTAL AND VISION INSURANCE.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 72-0997884
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1985
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $2,530,277
- Income (IRS master file)
- $4,726,846
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $3,846,009 | $3,657,066 | $2,530,277 | XML |
| 990 | August 2024 | $4,001,372 | $3,899,036 | $2,503,663 | XML |
| 990 | August 2023 | $3,889,921 | $3,917,120 | $2,318,913 | XML |
| 990 | August 2022 | $3,830,342 | $3,871,437 | $2,212,673 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 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 72-0997884).
Questions about JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND
- What is the EIN of JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND is 72-0997884.
- Is JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1985.
- Are donations to JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JEFFERSON FEDERATION OF TEACHERS HEALTH AND 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 JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND?
- The 990 for the year ended August 31, 2025 names JOE POTTS.
- Who are the officers and directors of JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND?
- The 990 for the year ended August 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does JEFFERSON FEDERATION OF TEACHERS HEALTH AND WELFARE FUND have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $3,846,009, expenses of $3,657,066 and total assets of $2,530,277 at year end.
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