Nonprofit · EIN 13-2873303
IUOE LOCAL 30 BENEFITS FUND
Tax-exempt · WHITESTONE, NY 11357
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $99,026,811 | $105,665,539 | -$6,638,728 | $101,672,654 | $1,472,540 | $100,200,114 |
| December 31, 2024 | 990 | $97,342,981 | $102,553,719 | -$5,210,738 | $109,151,058 | $755,730 | $108,395,328 |
| December 31, 2023 | 990 | $82,226,265 | $79,798,947 | $2,427,318 | $116,014,132 | $900,723 | $115,113,409 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $88,432,454
- Investment income
- $10,557,604
- Net gain from sales of assets
- $9,207,014
- Other revenue
- $36,753
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $103,433,219
- Compensation of officers, directors and key employees
- $134,101
- Other salaries and wages
- $531,422
- Salaries, compensation and benefits (total)
- $972,521
- Professional fundraising fees
- $0
- Legal fees
- $65,997
- Accounting fees
- $229,334
- Occupancy
- $257,285
- Travel
- $12,018
- Depreciation
- $76,115
Balance sheet and other
- Total assets, start of year
- $109,151,058
- Total assets, end of year
- $101,672,654
- Total liabilities, end of year
- $1,472,540
- Net assets, end of year
- $100,200,114
- Land, buildings and equipment
- $119,413
- Publicly traded securities
- $30,026,193
- Gross receipts
- $105,819,797
- Employees
- 16
- Volunteers
- 0
- Year formed
- 1951
- State of legal domicile
- NY
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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM LYNN | UNION TRUSTEE - CHAIRMAN Trustee or director | 1 | $0 | $436,770 | $124,242 |
| ROBERT MOCCIO | UNION TRUSTEE Trustee or director | 1 | $0 | $311,952 | $98,215 |
| ROBERT WILSON | UNION TRUSTEE Trustee or director | 1 | $0 | $284,853 | $92,571 |
| KEVIN CRUSE | UNION TRUSTEE Trustee or director | 1 | $0 | $284,853 | $92,571 |
| DANA SANDERS | UNION TRUSTEE Trustee or director | 1 | $0 | $278,140 | $91,161 |
| DARREN TURTON | FUND ADMINISTRATOR Officer | 10 | $100,993 | $157,964 | $84,892 |
| BRIGID AHERN | BENEFITS EMPLOYEE Highest-paid employee | 12 | $53,049 | $118,076 | $66,845 |
| DONNA OWENS | BENEFITS FUND COORDINATOR Highest-paid employee | 14 | $109,693 | $56,878 | $66,414 |
| COLLEEN BRINDISI | BENEFITS EMPLOYEE Highest-paid employee | 1 | $9,403 | $147,320 | $64,445 |
| ARTHUR J NITTOLO | BENEFITS EMPLOYEE Highest-paid employee | 1 | $0 | $146,005 | $61,868 |
| ANTHONY CIARAMITARO | BENEFITS EMPLOYEE Highest-paid employee | 1 | $0 | $149,612 | $45,992 |
| JOHN CULKIN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD FOX | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER DILEONE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANK GIBBONS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| FRED SURACE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2024: 16 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM LYNN | UNION TRUSTEE - CHAIRMAN Trustee or director | 1 | $0 | $426,856 | $120,793 |
| ROBERT MOCCIO | UNION TRUSTEE Trustee or director | 1 | $0 | $297,863 | $94,257 |
| KEVIN CRUSE | UNION TRUSTEE Trustee or director | 1 | $0 | $272,975 | $89,195 |
| DANA SANDERS | UNION TRUSTEE Trustee or director | 1 | $0 | $272,975 | $89,195 |
| ROBERT WILSON | UNION TRUSTEE Trustee or director | 1 | $0 | $272,053 | $89,001 |
| DARREN TURTON | FUND ADMINISTRATOR Officer | 10 | $94,664 | $148,064 | $81,946 |
| DONNA OWENS | BENEFITS FUND COORDINATOR Highest-paid employee | 14 | $128,558 | $36,157 | $66,343 |
| COLLEEN BRINDISI | BENEFITS EMPLOYEE Highest-paid employee | 1 | $7,476 | $148,232 | $64,542 |
| ARTHUR J NITTOLO | BENEFITS EMPLOYEE Highest-paid employee | 1 | $0 | $153,342 | $63,825 |
| BRIGID AHERN | BENEFITS EMPLOYEE Highest-paid employee | 40 | $45,632 | $101,569 | $62,840 |
| YUSUF CARTER | BENEFITS EMPLOYEE Highest-paid employee | 1 | $0 | $130,848 | $59,311 |
| JOHN CULKIN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD FOX | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER DILEONE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANK GIBBONS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED SURACE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 17 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM LYNN | UNION TRUSTEE - CHAIRMAN Trustee or director | 1 | $0 | $417,058 | $117,528 |
| ROBERT MOCCIO | UNION TRUSTEE Trustee or director | 1 | $0 | $290,339 | $91,443 |
| ROBERT WILSON | UNION TRUSTEE Trustee or director | 1 | $0 | $265,781 | $86,595 |
| KEVIN CRUSE | UNION TRUSTEE Trustee or director | 1 | $0 | $261,538 | $85,704 |
| DANA SANDERS | UNION TRUSTEE Trustee or director | 1 | $0 | $252,628 | $83,832 |
| DARREN TURTON | FUND ADMINISTRATOR Officer | 10 | $69,080 | $161,187 | $77,926 |
| DONNA OWENS | BENEFITS FUND COORDINATOR Highest-paid employee | 14 | $112,441 | $39,506 | $64,039 |
| ARTHUR J NITTOLO | BENEFITS EMPLOYEE Highest-paid employee | 1 | $0 | $145,976 | $66,636 |
| JAMES C O'HARE | BENEFITS EMPLOYEE Highest-paid employee | 40 | $136,896 | $0 | $72,205 |
| COLLEEN BRINDISI | BENEFITS EMPLOYEE Highest-paid employee | 1 | $0 | $123,042 | $55,992 |
| YUSUF CARTER | BENEFITS EMPLOYEE Highest-paid employee | 1 | $0 | $121,560 | $48,580 |
| JOHN CULKIN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HOWARD FOX | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTOPHER DILEONE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRANK GIBBONS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED SURACE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| FRED WARD | EMPLOYER TRUSTEE (P) Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1616 WHITESTONE EXPY, WHITESTONE, NY 11357-3055
- Principal officer (990 for 2025)
- DARREN TURTON, 16-16 WHITESTONE EXPRESSWAY, WHITESTONE, NY 11357
- Signed the 990
- DARREN TURTON, FUND ADMINISTRATOR
- Phone
- (718) 847-8484
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE MEDICAL BENEFITS, SECOND OPINIONS, DENTAL,HYPERTENSION, ANNUAL PHYSICALS, OPTICAL BENEFITS, PRESCRIPTION DRUGS, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL & SURGICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE MEDICAL BENEFITS, SECOND OPINIONS, DENTAL,HYPERTENSION, ANNUAL PHYSICALS, OPTICAL BENEFITS, PRESCRIPTION DRUGS, ACCIDENTAL DEATH & DISMEMBERMENT, HOSPITAL & SURGICAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR 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 | 990 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
- 13-2873303
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Exempt since
- 1956
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $101,672,654
- Income (IRS master file)
- $105,819,797
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $99,026,811 | $105,665,539 | $101,672,654 | IRS |
| 990 | December 2024 | $97,342,981 | $102,553,719 | $109,151,058 | IRS |
| 990 | December 2023 | $82,226,265 | $79,798,947 | $116,014,132 | XML |
| 990 | December 2022 | $80,705,152 | $88,493,059 | $105,021,816 | 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 13-2873303).
Questions about IUOE LOCAL 30 BENEFITS FUND
- What is the EIN of IUOE LOCAL 30 BENEFITS FUND?
- The employer identification number (EIN) of IUOE LOCAL 30 BENEFITS FUND is 13-2873303.
- Is IUOE LOCAL 30 BENEFITS FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
- Which annual return does IUOE LOCAL 30 BENEFITS 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 IUOE LOCAL 30 BENEFITS FUND 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 IUOE LOCAL 30 BENEFITS FUND 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 IUOE LOCAL 30 BENEFITS FUND?
- The 990 for the year ended December 31, 2025 names DARREN TURTON.
- Who are the officers and directors of IUOE LOCAL 30 BENEFITS FUND?
- The 990 for the year ended December 31, 2025 lists 16 people; 4 received compensation from the organization.
- How much revenue does IUOE LOCAL 30 BENEFITS FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $99,026,811, expenses of $105,665,539 and total assets of $101,672,654 at year end.
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