Nonprofit · EIN 23-7007718
THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN
Tax-exempt · PITTSBURGH, PA 15205
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $121,410,880 | $102,872,511 | $18,538,369 | $435,107,781 | $304,369,673 | $130,738,108 |
| December 31, 2023 | 990 | $139,664,422 | $100,600,545 | $39,063,877 | $397,391,244 | $3,134,712 | $394,256,532 |
| December 31, 2022 | 990 (amended) | $43,537,187 | $97,211,044 | -$53,673,857 | $357,276,655 | $2,084,000 | $355,192,655 |
| December 31, 2021 | 990 (amended) | $115,412,264 | $74,511,472 | $40,900,792 | $403,288,662 | $46,805,608 | $356,483,054 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $106,582,501
- Investment income
- $14,828,379
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $99,771,914
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $199,163
- Accounting fees
- $78,855
Balance sheet and other
- Total assets, start of year
- $397,391,244
- Total assets, end of year
- $435,107,781
- Total liabilities, end of year
- $304,369,673
- Net assets, end of year
- $130,738,108
- Publicly traded securities
- $353,188,371
- Gross receipts
- $121,410,880
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1964
- 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 |
|---|---|---|---|
| RICHARD F FOLEY | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| DONALD J MADEJA | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| KENNETH W UMBEL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| SEAN P FOLEY | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| JOEL L NIECGORSKI | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| WADE J BAUMGARTNER | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL A SIMPSON III | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT BUECHEL | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| FREDERICK EPISCOPO | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT M CANE II | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| JASON MALATAK | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT MCCALL | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT F LEAHEY | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| MICHAEL PENROD | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| WILLIAM C SPROULE | CHAIRMAN - LABOR TRUSTEE Officer | 0.5 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DAVID D DAQUELENTE | CO-CHAIRMAN - MANAGEMENT T Officer | 0.5 | $0 |
990 for the year ended December 31, 2023: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD F FOLEY | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| DONALD J MADEJA | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| KENNETH W UMBEL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| SEAN P FOLEY | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| JOEL L NIECGORSKI | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| WADE J BAUMGARTNER | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL A SIMPSON III | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT BUECHEL | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| FREDERICK EPISCOPO | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT M CANE II | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| JASON MALATAK | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN MORRIS | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT F LEAHEY | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| MICHAEL PENROD | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| WILLIAM SPROULE | CHAIRMAN - LABOR TRUSTEE Officer | 0.5 | $0 |
| DAVID D DAQUELENTE | CO-CHAIRMAN - MANAGEMENT T Officer | 0.5 | $0 |
990 for the year ended December 31, 2022: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD F FOLEY | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| DONALD J MADEJA | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| KENNETH W UMBEL | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| SEAN P FOLEY | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| JOEL L NIECGORSKI | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| WADE J BAUMGARTNER | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| PAUL A SIMPSON III | LABOR TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT BUECHEL | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| FREDERICK EPISCOPO | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT M CANE II | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| JASON MALATAK | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| JOHN MORRIS | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| ROBERT F LEAHEY | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| MICHAEL PENROD | MANAGEMENT TRUSTEE Trustee or director | 0.5 | $0 |
| WILLIAM SPROULE | CHAIRMAN - LABOR TRUSTEE Officer | 0.5 | $0 |
| DAVID D DAQUELENTE | CO-CHAIRMAN - MANAGEMENT T Officer | 0.5 | $0 |
990 for the year ended December 31, 2021: 16 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICHARD F FOLEY | LABOR TRUSTEE Trustee or director | 0 | $0 |
| DONALD J MADEJA | LABOR TRUSTEE Trustee or director | 0 | $0 |
| KENNETH W UMBEL | LABOR TRUSTEE Trustee or director | 0 | $0 |
| SEAN P FOLEY | LABOR TRUSTEE Trustee or director | 0 | $0 |
| JOEL L NIECGORSKI | LABOR TRUSTEE Trustee or director | 0 | $0 |
| WADE J BAUMGARTNER | LABOR TRUSTEE Trustee or director | 0 | $0 |
| PAUL A SIMPSON III | LABOR TRUSTEE Trustee or director | 0 | $0 |
| ROBERT BUECHEL | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 |
| FREDERICK EPISCOPO | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 |
| ROBERT M CANE II | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 |
| THOMAS BEGGS | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 |
| JOHN MORRIS | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 |
| ROBERT F LEAHEY | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 |
| RAYMOND A VOLPATT JR | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 |
| WILLIAM SPROULE | CHAIRMAN - LABOR TRUSTEE Officer | 0 | $0 |
| DAVID D DAQUELENTE | CO-CHAIRMAN - MANAGEMENT T Officer | 0 | $0 |
Address and contacts
- Address (IRS master file)
- 650 RIDGE RD STE 300, PITTSBURGH, PA 15205-9503
- Principal officer (990 for 2024)
- WILLIAM SPROULE, 650 RIDGE ROAD 300, PITTSBURGH, PA 152059503
- Signed the 990
- WILLIAM SPROULE, CHAIRMAN
- Phone
- (412) 922-5330
- Return prepared by
- HENRY ROSSI & CO LLP
Mission
TO PROVIDE MEDICAL BENEFITS TO MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.
Program accomplishments
- THE TRUST PROVIDES MEDICAL BENEFITS TO ELIGIBLE MEMBERS OF A TRADE UNION, THEIR SPOUSES AND THEIR DEPENDENTS.Expenses $102,872,511 · revenue $121,410,880
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
- 23-7007718
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $435,107,781
- Income (IRS master file)
- $121,410,880
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $121,410,880 | $102,872,511 | $435,107,781 | IRS |
| 990 | December 2023 | $139,664,422 | $100,600,545 | $397,391,244 | XML |
| 990 | December 2022 | $43,537,187 | $97,211,044 | $357,276,655 | XML |
| 990 | December 2021 | $115,412,264 | $74,511,472 | $403,288,662 | XML |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 23-7007718).
Questions about THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN
- What is the EIN of THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN?
- The employer identification number (EIN) of THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN is 23-7007718.
- Is THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1968.
- Are donations to THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN 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 THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN 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 THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN 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 THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 names WILLIAM SPROULE.
- Who are the officers and directors of THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN?
- The 990 for the year ended December 31, 2024 lists 16 people; 0 received compensation from the organization.
- How much revenue does THE GREATER PENNSYLVANIA CARPENTERS MEDICAL PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $121,410,880, expenses of $102,872,511 and total assets of $435,107,781 at year end.
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