Nonprofit · EIN 23-7036156
OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO
Tax-exempt · ARVADA, CO 80002
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| August 31, 2025 | 990 | $25,483,151 | $21,993,392 | $3,489,759 | $25,621,278 | $12,693,113 | $12,928,165 |
| August 31, 2024 | 990 | $21,762,797 | $25,387,699 | -$3,624,902 | $23,919,306 | $14,959,031 | $8,960,275 |
| August 31, 2023 | 990 | $22,446,966 | $19,949,923 | $2,497,043 | $26,170,139 | $15,496,778 | $10,673,361 |
Financial details: 990 for the year ended August 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $23,185,118
- Investment income
- $711,418
- Net gain from sales of assets
- $60,097
- Other revenue
- $1,586,615
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $20,338,748
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $70,767
- Accounting fees
- $43,548
Balance sheet and other
- Total assets, start of year
- $23,919,306
- Total assets, end of year
- $25,621,278
- Total liabilities, end of year
- $12,693,113
- Net assets, end of year
- $12,928,165
- Publicly traded securities
- $17,922,686
- Net assets without donor restrictions
- $12,928,165
- Gross receipts
- $31,396,417
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1967
- State of legal domicile
- CO
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 August 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jill Hampton | Co-Chairman Trustee or director | 1 | $0 |
| Kirk Jordan | Chairman Trustee or director | 1 | $0 |
| Keith Swerdfeger | Trustee Trustee or director | 1 | $0 |
| Christopher Wade | Trustee Trustee or director | 1 | $0 |
| Kyle Jorgenson | Trustee Trustee or director | 1 | $0 |
990 for the year ended August 31, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Jill Hampton | Co-Chairman Trustee or director | 1 | $0 |
| Kirk Jordan | Chairman Trustee or director | 1 | $0 |
| Keith Swerdfeger | Trustee Trustee or director | 1 | $0 |
| Christopher Wade | Trustee Trustee or director | 1 | $0 |
| Andy Anderson | Trustee Trustee or director | 1 | $0 |
| Kyle Jorgenson | Trustee Trustee or director | 1 | $0 |
990 for the year ended August 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| Kathy Innes | Trustee Trustee or director | 1 | $0 |
| Kirk Jordan | Co-Chairman Trustee or director | 1 | $0 |
| Keith Swerdfeger | Trustee Trustee or director | 1 | $0 |
| Christopher Wade | Trustee Trustee or director | 1 | $0 |
| Jason Thomas | Chairman Trustee or director | 1 | $0 |
| James Berg | Trustee Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5511 W 56TH AVE UNIT 250, ARVADA, CO 80002-2815
- Principal officer (990 for 2024)
- Kirk Jordan, 5511 W 56th Ave 250, Arvada, CO 80002
- Signed the 990
- Kirk Jordan, Chairperson
- Phone
- (303) 430-1118
- Return prepared by
- Needles Oyewo & Associates LLC
Mission
To provide eligible participants health and welfare benefits.
Program accomplishments
- To provide eligible participants health and welfare benefits.
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 August, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | August 31, 2026 | January 15, 2027 | Not due yet |
| 2024 | August 31, 2025 | January 15, 2026 | 990 on file |
| 2023 | August 31, 2024 | January 15, 2025 | 990 on file |
IRS record
- EIN
- 23-7036156
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1969
- Accounting year ends
- August
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $25,621,278
- Income (IRS master file)
- $31,396,417
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | August 2025 | $25,483,151 | $21,993,392 | $25,621,278 | XML |
| 990 | August 2024 | $21,762,797 | $25,387,699 | $23,919,306 | XML |
| 990 | August 2023 | $22,446,966 | $19,949,923 | $26,170,139 | XML |
| 990 | August 2022 | $21,395,324 | $25,340,730 | $20,079,470 | IRS |
| 990 | August 2021 | – | – | – | IRS |
| 990 | August 2020 | – | – | – | IRS |
| 990 | August 2019 | – | – | – | IRS |
| 990 | August 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 23-7036156).
Questions about OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO
- What is the EIN of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO?
- The employer identification number (EIN) of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO is 23-7036156.
- Is OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
- Are donations to OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO 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 HEALTH AND WELFARE TRUST FUND FOR COLORADO due?
- The return for tax year 2025 (the year ending August 31, 2026) is due January 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended August 2025.
- Who is the principal officer of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO?
- The 990 for the year ended August 31, 2025 names Kirk Jordan.
- Who are the officers and directors of OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO?
- The 990 for the year ended August 31, 2025 lists 5 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND FOR COLORADO have?
- On its 990 for the year ended August 31, 2025 it reported revenue of $25,483,151, expenses of $21,993,392 and total assets of $25,621,278 at year end.
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