Nonprofit · EIN 84-6030963
JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND
Tax-exempt · ARVADA, CO 80002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| February 28, 2025 | 990 | $6,317,684 | $7,453,991 | -$1,136,307 | $11,161,217 | $1,863,553 | $9,297,664 |
| February 29, 2024 | 990 | $6,130,419 | $4,939,312 | $1,191,107 | $11,022,558 | $974,132 | $10,048,426 |
| February 28, 2023 | 990 | $5,659,974 | $4,652,242 | $1,007,732 | $9,079,160 | $646,586 | $8,432,574 |
Financial details: 990 for the year ended February 28, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,325,441
- Investment income
- $541,417
- Net gain from sales of assets
- -$114,667
- Other revenue
- $450,826
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,842,451
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $55,289
- Accounting fees
- $25,646
Balance sheet and other
- Total assets, start of year
- $11,022,558
- Total assets, end of year
- $11,161,217
- Total liabilities, end of year
- $1,863,553
- Net assets, end of year
- $9,297,664
- Publicly traded securities
- $8,705,357
- Net assets without donor restrictions
- $9,297,664
- Gross receipts
- $7,684,305
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- CO
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 February 28, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Rutz | Trustee Trustee or director | 1 | $0 |
| Kim Iszkun | Trustee Trustee or director | 1 | $0 |
| Jason Abbott | Trustee Trustee or director | 1 | $0 |
| Herb Whitaker | Chairman Trustee or director | 1 | $0 |
990 for the year ended February 29, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Rutz | Trustee Trustee or director | 1 | $0 |
| Kim Iszkun | Trustee Trustee or director | 1 | $0 |
| Jason Abbott | Trustee Trustee or director | 1 | $0 |
| Herb Whitaker | Chairman Trustee or director | 1 | $0 |
990 for the year ended February 28, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Dana Rutz | Trustee Trustee or director | 1 | $0 |
| Kim Iszkun | Trustee Trustee or director | 1 | $0 |
| Jason Abbott | Trustee Trustee or director | 1 | $0 |
| Herb Whitaker | Chairman Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5511 W 56TH AVE UNIT 250, ARVADA, CO 80002-2815
- Principal officer (990 for 2024)
- Dana Rutz, 5511 W 56th Avenue 250, Arvada, CO 80002
- Signed the 990
- Dana Rutz, Trustee
- Phone
- (303) 430-1118
- Return prepared by
- Needles Oyewo & Associates LLC
Mission
Provide health and welfare benefits to eligible participants.
Program accomplishments
- Provide health and welfare benefits to eligible participants.
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 February, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | February 28, 2026 | July 15, 2026 | Not on file |
| 2024 | February 28, 2025 | July 15, 2025 | 990 on file |
| 2023 | February 29, 2024 | July 15, 2024 | 990 on file |
IRS record
- EIN
- 84-6030963
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- February
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $11,161,217
- Income (IRS master file)
- $7,684,305
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | February 2025 | $6,317,684 | $7,453,991 | $11,161,217 | XML |
| 990 | February 2024 | $6,130,419 | $4,939,312 | $11,022,558 | XML |
| 990 | February 2023 | $5,659,974 | $4,652,242 | $9,079,160 | XML |
| 990 | February 2022 | – | – | – | IRS |
| 990 | February 2021 | – | – | – | IRS |
| 990 | February 2020 | – | – | – | IRS |
| 990 | February 2019 | – | – | – | 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 84-6030963).
Questions about JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND
- What is the EIN of JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND is 84-6030963.
- Is JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
- Are donations to JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & 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 JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending February 28, 2026) is due July 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended February 2025.
- Who is the principal officer of JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND?
- The 990 for the year ended February 28, 2025 names Dana Rutz.
- Who are the officers and directors of JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND?
- The 990 for the year ended February 28, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does JOINT COUNCIL OF TEAMSTERS NO 3 HEALTH & WELFARE FUND have?
- On its 990 for the year ended February 28, 2025 it reported revenue of $6,317,684, expenses of $7,453,991 and total assets of $11,161,217 at year end.
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