Nonprofit · EIN 74-6075997
SOUTHERN DISTRICT UBC HEALTH TRUST
Tax-exempt · GOODLETTSVLLE, TN 37070
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $205,635,343 | $75,956,698 | $129,678,645 | $237,394,237 | $7,066,320 | $230,327,917 |
| December 31, 2023 | 990 | $65,609,780 | $32,779,073 | $32,830,707 | $108,584,176 | $2,882,429 | $105,701,747 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $79,333,340
- Investment income
- $11,858,241
- Net gain from sales of assets
- $8,008,748
- Other revenue
- $114,443,762
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $72,786,348
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $258,664
- Accounting fees
- $182,434
Balance sheet and other
- Total assets, start of year
- $108,584,176
- Total assets, end of year
- $237,394,237
- Total liabilities, end of year
- $7,066,320
- Net assets, end of year
- $230,327,917
- Publicly traded securities
- $126,028,704
- Net assets without donor restrictions
- $230,327,917
- Gross receipts
- $566,687,824
- Employees
- 0
- Volunteers
- 34
- Year formed
- 2019
- 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 |
|---|---|---|---|
| KAVIN GRIFFIN | CHAIRMAN - EMPLOYEE TRUSTEE Trustee or director, Officer | 1 | $0 |
| JAMES BANKS JR | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW SWANSON | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 |
| THOMAS H JENKINS | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 |
| MONTE THOMPSON | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 |
| DAN MORRIS | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 |
| BILL WARREN | SECRETARY/MANAGEMENT TRUSTEE Trustee or director, Officer | 1 | $0 |
| HAROLD BAUR III | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| MATT MARCELLIS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| DAN FLETCHER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| JOHN HANKS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| RICHARD TRAVIS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| NEAL MCCLEARY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| JEFF COVERT | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| MARK LITTLE | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
19 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ALEX SANDERS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| BOYED SANDERS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| MATT THOMAS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| DAVID W TANKERSLEY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ROBERT G MOODY | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| CHARLIE MUREEN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL B PFIEFFER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| LARRY S PARKS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| TROY VANCE | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| PRESTON TAYLOR | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| CONRAD VARNUM | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| JIMMIE JORDAN | MANAGEMENT TRUSTEE (UNTIL 11/12/2024) Trustee or director | 1 | $0 |
| KERRY FISHER | MANAGEMENT TRUSTEE (UNTIL 1/9/2024) Trustee or director | 1 | $0 |
| MARTHA HENRICKSON | EMPLOYEE TRUSTEE (UNTIL 11/12/2024) Trustee or director | 1 | $0 |
| JEREMY HUGHES | EMPLOYEE TRUSTEE (UNTIL 5/16/2024) Trustee or director | 1 | $0 |
| BEAU SERPAS | EMPLOYEE TRUSTEE (UNTIL 2/13/2024) Trustee or director | 1 | $0 |
| RICK HALFORD | EMPLOYEE TRUSTEE (UNTIL 11/12/2024) Trustee or director | 1 | $0 |
| VICTORINO SANCHEZ | EMPLOYEE TRUSTEE (UNTIL 5/16/2024) Trustee or director | 1 | $0 |
| JOHN ROBERTS | EMPLOYEE TRUSTEE (UNTIL 5/16/2024) Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 20 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KAVIN GRIFFIN | CHAIRMAN - UNION TRUSTEE (SINCE JULY 2023) Trustee or director | 1 | $0 |
| JASON ENGELS | CHAIRMAN - UNION TRUSTEE (UNTIL JULY 2023) Trustee or director | 1 | $0 |
| THOMAS BROWN | UNION TRUSTEE (SINCE JULY 2023) Trustee or director | 1 | $0 |
| JOHN ROBERTS | UNION TRUSTEE Trustee or director | 1 | $0 |
| BEAU SERPAS | UNION TRUSTEE (SINCE JULY 2023) Trustee or director | 1 | $0 |
| MARTI GARZA | UNION TRUSTEE (SINCE JULY 2023) Trustee or director | 1 | $0 |
| MIKE HINES | UNION TRUSTEE (UNTIL NOVEMBER 2023) Trustee or director | 1 | $0 |
| WAYNE JENNINGS | TRUSTEE (UNTIL NOVEMBER 2023) Trustee or director | 1 | $0 |
| MONTE THOMPSON | UNION TRUSTEE (SINCE NOVEMBER 2023) Trustee or director | 1 | $0 |
| JAMES ROWLAND | UNION TRUSTEE (UNTIL NOVEMBER 2023) Trustee or director | 1 | $0 |
| BILL WARREN | SECRETARY - EMPLOYER TRUSTEE (SINCE JULY 2023) Trustee or director | 1 | $0 |
| MIKE O'CONNOR | SECRETARY - EMPLOYER TRUSTEE (UNTIL JULY 2023) Trustee or director | 1 | $0 |
| HAROLD BAUR III | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| MARTHA HENRICKSON | EMPLOYER TRUSTEE (SINCE NOVEMBER 2023) Trustee or director | 1 | $0 |
| KERRY FISHER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| BILL GRIMM | EMPLOYER TRUSTEE (UNTIL NOVEMBER 2023) Trustee or director | 1 | $0 |
| PAUL OLIVER | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| NEAL MCCLEARY | EMPLOYER TRUSTEE (SINCE JULY 2023) Trustee or director | 1 | $0 |
| JOHN HANKS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
| RICHARD TRAVIS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
- In care of
- % TRUST FUND MANAGEMENT
- Principal officer (990 for 2024)
- KAVIN GRIFFIN, 2001 CALDWELL DR, GOODLETSVILLE, TN 37072
- Signed the 990
- KAVIN GRIFFIN, CHAIRMAN
- Phone
- (800) 831-4914
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- THE PLAN PROVIDES HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS AND COVERED 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
- 74-6075997
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1966
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Employment (J40)
- Assets (IRS master file)
- $237,394,237
- Income (IRS master file)
- $566,687,824
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $205,635,343 | $75,956,698 | $237,394,237 | XML |
| 990 | December 2023 | $65,609,780 | $32,779,073 | $108,584,176 | XML |
| 990 | December 2022 | $35,614,560 | $28,383,486 | $69,490,499 | 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 74-6075997).
Questions about SOUTHERN DISTRICT UBC HEALTH TRUST
- What is the EIN of SOUTHERN DISTRICT UBC HEALTH TRUST?
- The employer identification number (EIN) of SOUTHERN DISTRICT UBC HEALTH TRUST is 74-6075997.
- Is SOUTHERN DISTRICT UBC HEALTH TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1966.
- Are donations to SOUTHERN DISTRICT UBC HEALTH TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTHERN DISTRICT UBC HEALTH TRUST 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 SOUTHERN DISTRICT UBC HEALTH TRUST 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 SOUTHERN DISTRICT UBC HEALTH TRUST 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 SOUTHERN DISTRICT UBC HEALTH TRUST?
- The 990 for the year ended December 31, 2024 names KAVIN GRIFFIN.
- Who are the officers and directors of SOUTHERN DISTRICT UBC HEALTH TRUST?
- The 990 for the year ended December 31, 2024 lists 34 people; 0 received compensation from the organization.
- How much revenue does SOUTHERN DISTRICT UBC HEALTH TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $205,635,343, expenses of $75,956,698 and total assets of $237,394,237 at year end.
Other nonprofits in GOODLETTSVLLE
- INTERNATIONAL ASSOCIATION OF SHEET METAL AIR RAIL & TRANSPORTATION EIN 59-6491664 · last filed 990 for 2024
- AFFILIATED LOUISIANA BRICKLAYER TROWEL TRADES EDUCATIONAL TRUST EIN 72-6055050 · last filed 990-N for 2024
- LOCKWOOD MENTORS INC EIN 88-3352140 · last filed 990-N for 2025
- 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
- SOUTHEASTERN IRON WORKERS WELFARE PLAN EIN 63-0334002 · 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