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IRS-authorized e-file provider · not the IRS

Nonprofit · EIN 75-2396970

W F RETIREES HEALTH TRUST

Tax-exempt · DALLAS, TX 75201

Financials

$2.1M$1.9M2023$2.2M$2.2M2024$1.7M$1.8M2025
Revenue Expenses · by fiscal year end
Financials of W F RETIREES HEALTH TRUST by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$1,696,887$1,803,107-$106,220$8,769,330$0$8,769,330
December 31, 2024990$2,185,496$2,224,686-$39,190$8,875,550$0$8,875,550
December 31, 2023990$2,076,635$1,900,293$176,342$8,914,740$0$8,914,740
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$1,253,232
Investment income
$348,640
Other revenue
$95,015

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$1,436,080
Compensation of officers, directors and key employees
$120,000
Salaries, compensation and benefits (total)
$120,000
Professional fundraising fees
$0
Accounting fees
$147,876
Travel
$9,583
Program services (functional)
$1,436,080
Management and general (functional)
$367,027

Balance sheet and other

Total assets, start of year
$8,875,550
Total assets, end of year
$8,769,330
Total liabilities, end of year
$0
Net assets, end of year
$8,769,330
Gross receipts
$1,696,887
Employees
0
Volunteers
0
Year formed
1992
State of legal domicile
TX

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
P BOOTHCOMMITTEE CHAIRMAN
Trustee or director
1$20,000
E KLINGENSMITHCOMMITTEE VICE-CHAIRMAN
Trustee or director
1$20,000
S SMITHCOMMITTEE
Trustee or director
1$20,000
S LOVELESSCOMMITTEE
Trustee or director
1$20,000
B DESHAZOCOMMITTEE
Trustee or director
1$20,000
P BALESCOMMITTEE
Trustee or director
1$20,000
DENNIS FAULKNERTRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2024: 9 people
NameTitleHours / weekCompensation
D MCKINNEYCOMMITTEE MEMBER
Trustee or director
1$20,000
P BOOTHCOMMITTEE MEMBER
Trustee or director
1$20,000
D KLINGENSMITHCOMMITTEE CHAIR
Trustee or director
1$20,000
D TATMANCOMMITTEE MEMBER
Trustee or director
1$20,000
S SMITHCOMMITTEE ALTER
Trustee or director
1$20,000
S LOVELESSCOMMITTEE ALTER
Trustee or director
1$20,000
B DESHAZOCOMMITTEE ALTER
Trustee or director
1$20,000
P BALESCOMMITTEE ALTER
Trustee or director
1$20,000
DENNIS FAULKNERTRUSTEE
Trustee or director
0$0
990 for the year ended December 31, 2023: 9 people
NameTitleHours / weekCompensation
D MCKINNEYCOMMITTEE MEMBER
Trustee or director
1$20,000
P BOOTHCOMMITTEE MEMBER
Trustee or director
1$20,000
D KLINGENSMITHCOMMITTEE CHAIR
Trustee or director
1$20,000
D TATMANCOMMITTEE MEMBER
Trustee or director
1$20,000
S SMITHCOMMITTEE ALTER
Trustee or director
1$20,000
S LOVELESSCOMMITTEE ALTER
Trustee or director
1$20,000
B DESHAZOCOMMITTEE ALTER
Trustee or director
1$20,000
P BALESCOMMITTEE ALTER
Trustee or director
1$20,000
DENNIS FAULKNERTRUSTEE
Trustee or director
0$0

Address and contacts

Address (IRS master file)
1700 PACIFIC AVE STE 2700, DALLAS, TX 75201-4683
In care of
% LAIN FAULKNER & COMPANY PC TTEE
Principal officer (990 for 2025)
DENNIS FAULKNER, 1700 PACIFIC AVE STE 2700, DALLAS, TX 75201
Signed the 990
DENNIS FAULKNER, TRUSTEE
Phone
(214) 720-1929
Return prepared by
LAIN FAULKNER & CO PC

Mission

THIS HEALTH PLAN IS ORGANIZED UNDER SEC. 501(C)(9) AND OFFERS A BROAD HEALTH CARE PROGRAM INCLUDING MEDICAL BENEFITS, VISION CARE, AND PRESCRIPTION DRUG BENEFITS.

990 for the year ended December 31, 2025

Program accomplishments

  • THIS HEALTH PLAN IS ORGANIZED UNDER SEC. 501 (C) (9) AND OFFERS A BROAD HEALTH CARE PROGRAM INCLUDING MEDICAL BENEFITS, VISION CARE, AND PRESCRIPTION DRUG BENEFITS. THERE ARE CURRENTLY 57 PARTICPANTS IN THE PLAN.
    Expenses $1,436,080

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
75-2396970
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1991
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,769,330
Income (IRS master file)
$1,696,887

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$1,696,887$1,803,107$8,769,330IRS
990December 2024$2,185,496$2,224,686$8,875,550XML
990December 2023$2,076,635$1,900,293$8,914,740XML
990December 2022$2,049,917$1,950,191$8,738,398IRS
990December 2021–––IRS
990December 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 75-2396970).

Questions about W F RETIREES HEALTH TRUST

What is the EIN of W F RETIREES HEALTH TRUST?
The employer identification number (EIN) of W F RETIREES HEALTH TRUST is 75-2396970.
Is W F RETIREES HEALTH TRUST tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1991.
Are donations to W F RETIREES HEALTH TRUST tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does W F RETIREES 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 W F RETIREES HEALTH TRUST due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did W F RETIREES HEALTH TRUST last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of W F RETIREES HEALTH TRUST?
The 990 for the year ended December 31, 2025 names DENNIS FAULKNER.
Who are the officers and directors of W F RETIREES HEALTH TRUST?
The 990 for the year ended December 31, 2025 lists 7 people; 6 received compensation from the organization, the highest $20,000 (P BOOTH, COMMITTEE CHAIRMAN).
How much revenue does W F RETIREES HEALTH TRUST have?
On its 990 for the year ended December 31, 2025 it reported revenue of $1,696,887, expenses of $1,803,107 and total assets of $8,769,330 at year end.

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