Nonprofit · EIN 23-2075110
OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE
Tax-exempt · FT WASHINGTON, PA 19034
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,016,333 | $4,387,044 | -$1,370,711 | $23,688,924 | $1,467,336 | $22,221,588 |
| December 31, 2023 | 990 | $5,480,636 | $4,064,307 | $1,416,329 | $24,008,169 | $285,978 | $23,722,191 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,465,294
- Investment income
- $551,039
- Net gain from sales of assets
- -$69,796
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,721,752
- Other salaries and wages
- $262,062
- Salaries, compensation and benefits (total)
- $463,616
- Professional fundraising fees
- $0
- Legal fees
- $31,934
- Accounting fees
- $33,786
- Occupancy
- $28,221
- Travel
- $5,836
Balance sheet and other
- Total assets, start of year
- $24,008,169
- Total assets, end of year
- $23,688,924
- Total liabilities, end of year
- $1,467,336
- Net assets, end of year
- $22,221,588
- Publicly traded securities
- $12,333,890
- Gross receipts
- $9,123,374
- Employees
- 1,380
- Volunteers
- 0
- Year formed
- 1978
- State of legal domicile
- PA
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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN HEENAN | ADMINISTRATOR Highest-paid employee | 4 | $20,343 | $164,589 | $95,471 |
| WILLIAM MCGUIRE | FUND EMPLOYEE Highest-paid employee | 10 | $44,197 | $113,650 | $87,345 |
| PAUL CAREY III | FUND EMPLOYEE Highest-paid employee | 11 | $41,343 | $106,312 | $84,287 |
| JAMES REILLEY | UNION TRUSTEE Trustee or director | 2 | $0 | $163,188 | $68,373 |
| ROB WALSH | UNION TRUSTEE Trustee or director | 2 | $0 | $148,492 | $64,258 |
| PAUL POTAKO | FUND EMPLOYEE Highest-paid employee | 2 | $2,047 | $125,904 | $78,377 |
| NATHAN SMITH | FUND EMPLOYEE Highest-paid employee | 1 | $0 | $127,130 | $78,130 |
| MICHAEL J DRISCOLL JR | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BENJAMIN J CONNORS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS DANESE | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JAMES DAVIS | EMPLOYER TRUSTEE (P) Trustee or director | 2 | $0 | $0 | $0 |
| SONIA DI VALERIO | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS LODGE | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRAN PIETRINI | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN HEENAN | ADMINISTRATOR Highest-paid employee | 4 | $19,699 | $159,386 | $93,114 |
| WILLIAM MCGUIRE | FUND EMPLOYEE Highest-paid employee | 10 | $42,886 | $110,279 | $85,338 |
| JAMES REILLEY | UNION TRUSTEE Trustee or director | 1 | $0 | $156,786 | $80,469 |
| PAUL CAREY III | FUND EMPLOYEE Highest-paid employee | 11 | $40,894 | $105,156 | $83,203 |
| ROB WALSH | UNION TRUSTEE Trustee or director | 2 | $0 | $143,834 | $78,903 |
| PAUL POTAKO | FUND EMPLOYEE Highest-paid employee | 2 | $1,982 | $121,914 | $76,557 |
| NATHAN SMITH | FUND EMPLOYEE Highest-paid employee | 1 | $0 | $122,755 | $76,215 |
| JAMES DAVIS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| THOMAS DANESE | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MICHAEL J DRISCOLL JR | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| FRAN PIETRINI | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| CHRIS LODGE | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1375 VIRGINIA DR STE 245, FT WASHINGTON, PA 19034-3259
- In care of
- % DE SUPPLEMENTAL UNEMPLMT BENEFIT
- Principal officer (990 for 2024)
- JAMES REILLEY, 1375 VIRGINIA DRIVE STE 102 102, FORT WASHINGTON, PA 19034
- Signed the 990
- JAMES REILLEY, TRUSTEE
- Phone
- (215) 542-8211
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE MEMBERS OF IUOE LOCAL 542.
Program accomplishments
- TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE MEMBERS OF IUOE LOCAL 542.
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 | Not 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
- 23-2075110
- Tax-exempt status
- 501(c)(17): Supplemental unemployment benefit trust
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $23,688,924
- Income (IRS master file)
- $9,123,374
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,016,333 | $4,387,044 | $23,688,924 | XML |
| 990 | December 2023 | $5,480,636 | $4,064,307 | $24,008,169 | XML |
| 990 | December 2022 | $5,210,311 | $4,371,681 | $22,097,675 | 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 23-2075110).
Questions about OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE
- What is the EIN of OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE?
- The employer identification number (EIN) of OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE is 23-2075110.
- Is OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(17) since 1979.
- Are donations to OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE 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 OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE?
- The 990 for the year ended December 31, 2024 names JAMES REILLEY.
- Who are the officers and directors of OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE?
- The 990 for the year ended December 31, 2024 lists 14 people; 4 received compensation from the organization, the highest $20,343 (JOHN HEENAN, ADMINISTRATOR).
- How much revenue does OPERATING ENGINEERS JOINT SUB FUND OF EASTERN PA & DELAWARE have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,016,333, expenses of $4,387,044 and total assets of $23,688,924 at year end.
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