Local 52 Short Term Disability

Montgomery, AL
Tax-exempt since Feb. 1988
EIN: 23-7086384

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Type of Nonprofit

Designated as a 501(c)(9) Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Revenue

$4.08M (2023)

Expenses

$4.57M (2023)

Total Assets

$8.72M (2023)

Total Liabilities

$0 (2023)

Source: Form 990 tax filings from 2010 to 2023

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.
2023

Revenue

$4,079,660

Expenses

$4,574,360

Net Income

-$494,700

Net Assets

$8,716,913

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,865,215	94.7%
Investment Income	$208,525	5.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$5,920	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$25,278	0.6%

Assets/Debt
Total Assets	$8,716,913
Total Liabilities	$0
Net Assets	$8,716,913

Compensation

Key Employees and Officers	Compensation	Related	Other
Mike Eaves (Trustee)	$0	$0	$0
Sam Hewitt (Trustee)	$0	$0	$0
Mark Taunton (Chair)	$0	$0	$0
Chris Hutcherson (Vice Chair)	$0	$0	$0
Jim Thomas (Trustee/Business Agent)	$0	$95,920	$62,005
John Paul Smith (Trustee/Business Manager)	$0	$93,060	$61,190

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990

Filed on Nov. 15, 2024

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

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XML

Fiscal Year Ending Dec.
2022

Revenue

$4,518,252

Expenses

$4,483,738

Net Income

$34,514

Net Assets

$8,898,069

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,465,109	98.8%
Investment Income	$49,642	1.1%
Bond Proceeds	$0
Royalties	$0
Rental Property Income	$0
Net Fundraising	$0
Sales of Assets	$0
Net Inventory Sales	$0
Other Revenue	$3,501	0.1%

Notable Expenses		Percent of Total Expenses
Executive Compensation	$0
Professional Fundraising Fees	$0
Other Salaries and Wages	$20,032	0.4%

Assets/Debt
Total Assets	$8,898,069
Total Liabilities	$0
Net Assets	$8,898,069

Compensation

Key Employees and Officers	Compensation	Related	Other
Mike Eaves (Trustee)	$0	$0	$0
Sam Hewitt (Trustee)	$0	$0	$0
Mark Taunton (Chair)	$0	$0	$0
Chris Hutcherson (Vice Chair)	$0	$0	$0
Jim Thomas (Trustee/Business Agent)	$0	$93,266	$60,352
John Paul Smith (Trustee/Business Manager)	$0	$90,461	$59,639

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990

Filed on Nov. 15, 2023

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

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Fiscal Year Ending Dec.
2021

Revenue

$4,578,415

Expenses

$4,525,885

Net Income

$52,530

Net Assets

$9,234,847

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,518,968	98.7%
Investment Income	$59,447	1.3%
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	$23,169	0.5%

Assets/Debt
Total Assets	$9,234,847
Total Liabilities	$0
Net Assets	$9,234,847

Compensation

Key Employees and Officers	Compensation	Related	Other
Mike Eaves (Trustee)	$0	$0	$0
Sam Hewitt (Trustee)	$0	$0	$0
Chris Hutcherson (Trustee)	$0	$0	$0
Mark Taunton (Trustee)	$0	$0	$0
Jim Thomas (Chairman/Business Agent)	$0	$94,358	$65,679
John Paul Smith (Trustee/Business Manager)	$0	$91,498	$64,804

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990

Filed on Nov. 14, 2022

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

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Fiscal Year Ending Dec.
2020

Revenue

$4,012,296

Expenses

$4,251,579

Net Income

-$239,283

Net Assets

$9,043,053

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,846,451	95.9%
Investment Income	$165,845	4.1%
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	$21,216	0.5%

Assets/Debt
Total Assets	$9,043,053
Total Liabilities	$0
Net Assets	$9,043,053

Compensation

Key Employees and Officers	Compensation	Related	Other
Chris Hutcherson (Trustee)	$0	$0	$0
Jim Thomas (Trustee)	$0	$0	$0
Mark Taunton (Trustee)	$0	$0	$0
Mike Eaves (Trustee)	$0	$0	$0
Sam Hewitt (Trustee)	$0	$0	$0
John Paul Smith (Trustee/Business Manager)	$0	$84,923	$60,161
Jim Thomas (Chairman/Business Agent)	$0	$82,318	$59,363

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990

Filed on Nov. 15, 2021

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

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Fiscal Year Ending Dec.
2019

Revenue

$5,029,801

Expenses

$4,249,624

Net Income

$780,177

Net Assets

$9,204,703

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,825,702	95.9%
Investment Income	$204,099	4.1%
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	$21,173	0.5%

Assets/Debt
Total Assets	$9,204,703
Total Liabilities	$0
Net Assets	$9,204,703

Compensation

Key Employees and Officers	Compensation	Related	Other
Chris Hutcherson (Trustee)	$0	$0	$0
Jim Thomas (Trustee)	$0	$0	$0
Mark Taunton (Trustee)	$0	$0	$0
Mike Eaves (Trustee)	$0	$0	$0
Sam Hewitt (Trustee)	$0	$0	$0
John Paul Smith (Trustee/Business Manager)	$0	$90,367	$61,119
Jim Thomas (Chairman/Business Agent)	$0	$92,114	$63,583

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990

Filed on Nov. 12, 2020

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

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Fiscal Year Ending Dec.
2018

Revenue

$4,652,008

Expenses

$4,814,702

Net Income

-$162,694

Net Assets

$8,310,881

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,556,524	97.9%
Investment Income	$95,484	2.1%
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	$20,696	0.4%

Assets/Debt
Total Assets	$8,310,881
Total Liabilities	$0
Net Assets	$8,310,881

Compensation

Key Employees and Officers	Compensation	Related	Other
Mark Tauntion (Trustee)	$0	$0	$0
John Paul Smith (Trustee / Business Manager)	$0	$91,792	$61,856
Jim Thomas (Chairman / Business Agent)	$0	$89,928	$61,725

990

Filed on Nov. 12, 2019

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

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Schedules ▼

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Fiscal Year Ending Dec.
2017

Revenue

$4,579,405

Expenses

$4,112,114

Net Income

$467,291

Net Assets

$8,496,886

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,507,952	98.4%
Investment Income	$71,453	1.6%
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	$24,105	0.6%

Assets/Debt
Total Assets	$8,496,886
Total Liabilities	$0
Net Assets	$8,496,886

Compensation

Key Employees and Officers	Compensation	Related	Other
Mark Tauntion (Trustee)	$0	$0	$0
John Paul Smith (Trustee / Business Manager)	$0	$90,805	$55,680
Donald Gilbert (Chairman / Business Agent)	$0	$29,926	$18,793

990

Filed on Oct. 30, 2018

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

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Schedules ▼

XML

Fiscal Year Ending Dec.
2016

Revenue

$4,448,460

Expenses

$4,145,569

Net Income

$302,891

Net Assets

$7,876,102

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,361,750	98.1%
Investment Income	$86,710	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	$18,749	0.5%

Assets/Debt
Total Assets	$7,876,102
Total Liabilities	$0
Net Assets	$7,876,102

Compensation

Key Employees and Officers	Compensation	Related	Other
Mark Tauntion (Trustee)	$0	$0	$0
John Paul Smith (Trustee / Business Manager)	$0	$90,090	$60,051
Donald Gilbert (Chairman / Business Agent)	$0	$87,230	$59,193

990

Filed on Nov. 14, 2017

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

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Schedules ▼

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Fiscal Year Ending Dec.
2015

Revenue

$4,177,139

Expenses

$3,630,319

Net Income

$546,820

Net Assets

$7,480,356

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$4,071,936	97.5%
Investment Income	$105,203	2.5%
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	$18,749	0.5%

Assets/Debt
Total Assets	$7,480,356
Total Liabilities	$0
Net Assets	$7,480,356

Compensation

Key Employees and Officers	Compensation	Related	Other
Donald Gilbert (Chairman / Business Agent)	$0	$88,399	$59,568
John Paul Smith (Trustee / Business Manager)	$0	$1,733	$1,132
Mark Tauntion (Trustee)	$0	$0	$0
Billy Purdue (Trustee)	$0	$89,746	$59,360

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990

Filed on Oct. 17, 2016

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

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Fiscal Year Ending Dec.
2014

Revenue

$3,740,335

Expenses

$3,340,969

Net Income

$399,366

Net Assets

$6,987,872

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,596,122	96.1%
Investment Income	$144,213	3.9%
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	$16,322	0.5%

Assets/Debt
Total Assets	$6,987,872
Total Liabilities	$0
Net Assets	$6,987,872

Compensation

Key Employees and Officers	Compensation	Related	Other
Kay Pinkard (Plan Administrator)	$0	$0	$0
Billy Perdue (Trustee / Business Manager)	$0	$0	$0
Donald Gilbert (Chairman / Business Agent)	$0	$0	$0
John Paul Smith (Trustee / President)	$0	$0	$0

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990

Filed on Oct. 14, 2015

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

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Fiscal Year Ending Dec.
2013

Revenue

$3,688,843

Expenses

$3,307,154

Net Income

$381,689

Net Assets

$6,544,689

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,618,580	98.1%
Investment Income	$70,263	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	$15,015	0.5%

Assets/Debt
Total Assets	$6,648,508
Total Liabilities	$103,819
Net Assets	$6,544,689

990

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

PDF

Fiscal Year Ending Dec.
2012

Revenue

$3,120,515

Expenses

$2,702,390

Net Income

$418,125

Net Assets

$6,015,629

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$3,075,049	98.5%
Investment Income	$45,466	1.5%
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	$14,762	0.5%

Assets/Debt
Total Assets	$6,015,819
Total Liabilities	$190
Net Assets	$6,015,629

990

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

PDF

Fiscal Year Ending Dec.
2011

Revenue

$3,010,881

Expenses

$2,793,641

Net Income

$217,240

Net Assets

$5,582,579

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,941,071	97.7%
Investment Income	$69,810	2.3%
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	$11,830	0.4%

Assets/Debt
Total Assets	$5,582,819
Total Liabilities	$240
Net Assets	$5,582,579

990

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

PDF

Fiscal Year Ending Dec.
2010

Revenue

$2,956,121

Expenses

$2,717,797

Net Income

$238,324

Net Assets

$5,360,252

Notable Sources of Revenue		Percent of Total Revenue
Contributions	$0
Program Services	$2,874,391	97.2%
Investment Income	$81,730	2.8%
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	$15,773	0.6%

Assets/Debt
Total Assets	$5,360,699
Total Liabilities	$447
Net Assets	$5,360,252

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.

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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 »

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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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Updated June 30, 2025

Local 52 Short Term Disability

Organization summary

Type of Nonprofit

Summary charts: organization finances over time

Revenue $4.08M (2023)

Expenses $4.57M (2023)

Total Assets $8.72M (2023)

Total Liabilities $0 (2023)

Tax Filings by Year

Fiscal Year Ending Dec. 2023

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2022

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2021

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2020

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2019

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2018

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2017

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

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990

Fiscal Year Ending Dec. 2016

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2015

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2014

Extracted Financial Data

Extracted Financial Data from Form 990

Compensation

Document Links

990

Fiscal Year Ending Dec. 2013

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2012

Extracted Financial Data

Extracted Financial Data from Form 990

Document Links

990

Fiscal Year Ending Dec. 2011

Revenue

$4.08M (2023)

Expenses

$4.57M (2023)

Total Assets

$8.72M (2023)

Total Liabilities

$0 (2023)

Fiscal Year Ending Dec.
2023

Fiscal Year Ending Dec.
2022

Fiscal Year Ending Dec.
2021

Fiscal Year Ending Dec.
2020

Fiscal Year Ending Dec.
2019

Fiscal Year Ending Dec.
2018

Fiscal Year Ending Dec.
2017

Fiscal Year Ending Dec.
2016

Fiscal Year Ending Dec.
2015

Fiscal Year Ending Dec.
2014

Fiscal Year Ending Dec.
2013

Fiscal Year Ending Dec.
2012

Fiscal Year Ending Dec.
2011

Fiscal Year Ending Dec.
2010

Fiscal Year Ending Dec.
2009

Fiscal Year Ending Dec.
2008

Fiscal Year Ending Dec.
2007

Fiscal Year Ending Dec.
2006

Fiscal Year Ending Dec.
2005

Fiscal Year Ending Dec.
2004