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United Paperworkers International Union Local 286 Prepaid Legal

  • Philadelphia, PA
  • Tax-exempt since Sept. 1994
  • EIN: 23-2194292

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$713k (2024)

Expenses
$644k (2024)

Total Assets
$977k (2024)

Total Liabilities
$97.5k (2024)

Source: Form 990 tax filings from 2011 to 2024

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$712,657
Expenses
$643,996
Net Income
$68,661
Net Assets
$878,978
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $689,659
96.8%
Investment Income $22,998
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $976,520
Total Liabilities $97,542
Net Assets $878,978
Compensation
Key Employees and Officers Compensation Related Other
Mario Tatom (Union Trustee) $0 $65,386 $47,779
Carlo Simone Iii (Union Trustee/Manager) $0 $350,633 $84,779
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Stu Finkle (Employer Trustee) $0 $0 $0
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990
Filed on Sept. 3, 2025

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$34,235
Expenses
$528,659
Net Income
-$494,424
Net Assets
$800,268
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,830
8.3%
Investment Income $31,405
91.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $818,021
Total Liabilities $17,753
Net Assets $800,268
Compensation
Key Employees and Officers Compensation Related Other
Mario Tatom (Union Trustee) $0 $60,345 $44,045
Carlo Simone Iii (Union Trustee/Manager) $0 $319,832 $82,806
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Stu Finkle (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Aug. 20, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$591,469
Expenses
$558,118
Net Income
$33,351
Net Assets
$1,295,629
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $588,375
99.5%
Investment Income $3,094
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,321,904
Total Liabilities $26,275
Net Assets $1,295,629
Compensation
Key Employees and Officers Compensation Related Other
Mario Tatom (Union Trustee) $0 $63,162 $47,224
Carlo Simone Iii (Union Trustee/Manager) $0 $316,127 $83,813
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Stu Finkle (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Aug. 23, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$558,269
Expenses
$363,897
Net Income
$194,372
Net Assets
$1,264,585
Notable Sources of Revenue Percent of Total Revenue
Contributions $15,790
2.8%
Program Services $539,366
96.6%
Investment Income $3,113
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,277,911
Total Liabilities $13,326
Net Assets $1,264,585
Compensation
Key Employees and Officers Compensation Related Other
Mario Tatom (Union Trustee) $0 $113,971 $49,609
Carlo Simone Iii (Union Trustee/Manager) $0 $300,169 $77,554
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Stu Finkle (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Sept. 27, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$534,552
Expenses
$356,773
Net Income
$177,779
Net Assets
$1,073,488
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $524,405
98.1%
Investment Income $10,147
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,079,205
Total Liabilities $5,717
Net Assets $1,073,488
Compensation
Key Employees and Officers Compensation Related Other
Mario Tatom (Union Trustee) $0 $108,391 $52,638
Carlo Simone Iii (Union Trustee/Manager) $0 $294,077 $79,896
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Andy Pierson (Employer Trustee (P)) $0 $0 $0
Stu Finkle (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Oct. 7, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$585,443
Expenses
$356,759
Net Income
$228,684
Net Assets
$893,519
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $573,862
98.0%
Investment Income $11,581
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $900,230
Total Liabilities $6,711
Net Assets $893,519
Compensation
Key Employees and Officers Compensation Related Other
Mario Tatom (Union Trustee) $0 $107,991 $47,420
Carlo Simone Iii (Union Trustee/Manager) $0 $293,776 $73,316
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Andy Pierson (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$561,729
Expenses
$382,663
Net Income
$179,066
Net Assets
$661,613
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $559,956
99.7%
Investment Income $1,773
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $665,517
Total Liabilities $3,904
Net Assets $661,613
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee/Manager) $47,022 $227,824 $69,605
Mario Tatom (Union Trustee) $0 $99,726 $45,339
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Andy Pierson (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Oct. 10, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$541,336
Expenses
$366,761
Net Income
$174,575
Net Assets
$481,992
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $523,827
96.8%
Investment Income $1,409
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $16,100
3.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $485,135
Total Liabilities $3,143
Net Assets $481,992
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee/Manager) $45,479 $218,078 $69,135
Mario Tatom (Union Trustee) $0 $97,996 $44,351
Kenneth Gordon (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Andy Pierson (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on Aug. 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$479,363
Expenses
$372,350
Net Income
$107,013
Net Assets
$307,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $464,162
96.8%
Investment Income $853
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,348
3.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $310,657
Total Liabilities $3,400
Net Assets $307,257
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee/Manager) $28,102 $216,453 $63,038
Mario Tatom (Union Trustee) $0 $94,531 $41,268
Joseph Horwitz (Employer Trustee (P)) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
William Br Egman (E Mployer Trustee (P)) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Andy Pierson (Employer Trustee) $0 $0 $0
+ View more people

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990
Filed on July 28, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$398,447
Expenses
$372,309
Net Income
$26,138
Net Assets
$200,789
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $397,916
99.9%
Investment Income $531
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $211,536
Total Liabilities $10,747
Net Assets $200,789
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee/Manager) $41,480 $197,615 $57,959
Mario Tatom (Union Trustee) $0 $0 $0
Joseph Horwitz (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
William Br Egman (E Mployer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
+ View more people

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990
Filed on July 28, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$391,493
Expenses
$386,389
Net Income
$5,104
Net Assets
$174,651
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $391,053
99.9%
Investment Income $440
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $186,545
Total Liabilities $11,894
Net Assets $174,651
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee/Manager) $27,320 $163,064 $49,282
Mario Tatom (Union Trustee) $0 $0 $0
Joseph Horwitz (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
William Bregman (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
+ View more people

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990
Filed on July 22, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$336,601
Expenses
$334,911
Net Income
$1,690
Net Assets
$169,547
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $335,706
99.7%
Investment Income $895
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $173,321
Total Liabilities $3,774
Net Assets $169,547
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee/Manager) $27,320 $163,064 $52,827
Mario Tatom (Union Trustee) $0 $0 $0
Joseph Horwitz (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
William Bregman (Employer Trustee) $0 $0 $0
Jimmie Nolan (Union Trustee) $0 $0 $0
+ View more people

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990
Filed on July 29, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$297,075
Expenses
$331,407
Net Income
-$34,332
Net Assets
$167,857
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $296,024
99.6%
Investment Income $1,051
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $170,807
Total Liabilities $2,950
Net Assets $167,857

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$293,156
Expenses
$343,597
Net Income
-$50,441
Net Assets
$202,189
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $291,059
99.3%
Investment Income $2,097
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $39,573
11.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $205,203
Total Liabilities $3,014
Net Assets $202,189

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990-EZ

Short form tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

What Is This Data?

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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About Nonprofit Explorer

Nonprofit Explorer

Browse millions of annual returns filed by tax-exempt organizations with ProPublica’s Nonprofit Explorer. See details like executive compensation, revenue, expenses and more. Search for an organization or a person, or search the full text of filings.

By Andrea Suozzo, Alec Glassford, Ash Ngu and Brandon Roberts.

Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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