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Nonprofit · EIN 23-7153308

TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND

Tax-exempt · GOODLETTSVLLE, TN 37070

Financials

$13.7M$11.7M2022$14M$14.2M2023$14.9M$12.3M2024
Revenue Expenses · by fiscal year end
Financials of TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$14,912,025$12,298,396$2,613,629$17,418,984$7,355,781$10,063,203
October 31, 2024990$14,031,089$14,216,407-$185,318$15,052,373$7,602,799$7,449,574
October 31, 2023990$13,711,903$11,738,594$1,973,309$13,945,402$6,310,510$7,634,892
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$12,798,467
Investment income
$914,916
Other revenue
$1,198,642

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$10,820,326
Salaries, compensation and benefits (total)
$18,867
Professional fundraising fees
$0
Legal fees
$25,387
Accounting fees
$21,600

Balance sheet and other

Total assets, start of year
$15,052,373
Total assets, end of year
$17,418,984
Total liabilities, end of year
$7,355,781
Net assets, end of year
$10,063,203
Publicly traded securities
$13,676,360
Net assets without donor restrictions
$10,063,203
Gross receipts
$14,912,025
Employees
46
Year formed
1970
State of legal domicile
TN

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensation
DAVID RHEACHAIRMAN
Trustee or director, Officer
2$0
MELVIN J SCHUSTER JRSECRETARY
Trustee or director, Officer
2$0
DUSTIN R COLETRUSTEE
Trustee or director
2$0
JAMES CORUMTRUSTEE
Trustee or director
2$0
SHERI CRABTREETRUSTEE
Trustee or director
2$0
KEITH HOPPERTRUSTEE
Trustee or director
2$0
JOHNNY SMITHTRUSTEE
Trustee or director
2$0
JOHN D TAYLORTRUSTEE
Trustee or director
2$0
BILL VAUGHNTRUSTEE
Trustee or director
2$0
990 for the year ended October 31, 2024: 9 people
NameTitleHours / weekCompensation
DAVID RHEACHAIRMAN
Trustee or director, Officer
2$0
MELVIN J SCHUSTER JRSECRETARY
Trustee or director, Officer
2$0
DUSTIN R COLETRUSTEE
Trustee or director
2$0
JAMES CORUMTRUSTEE
Trustee or director
2$0
SHERI CRABTREETRUSTEE
Trustee or director
2$0
KEITH HOPPERTRUSTEE
Trustee or director
2$0
JOHNNY SMITHTRUSTEE
Trustee or director
2$0
JOHN D TAYLORTRUSTEE
Trustee or director
2$0
BILL VAUGHNTRUSTEE
Trustee or director
2$0
990 for the year ended October 31, 2023: 9 people
NameTitleHours / weekCompensation
DAVID RHEACHAIRMAN
Trustee or director
2$0
MELVIN J SCHUSTER JRSECRETARY
Trustee or director
2$0
DUSTIN R COLETRUSTEE
Trustee or director
2$0
SHERI CRABTREETRUSTEE
Trustee or director
2$0
JAMES P POOLTRUSTEE
Trustee or director
2$0
KEITH HOPPERTRUSTEE
Trustee or director
2$0
TOMMY H SLATONTRUSTEE
Trustee or director
2$0
JOHN D TAYLORTRUSTEE
Trustee or director
2$0
BILL VAUGHNTRUSTEE
Trustee or director
2$0

Address and contacts

Address (IRS master file)
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
Principal officer (990 for 2024)
DAVID RHEA
Signed the 990
DAVID RHEA, CHAIRMAN
Phone
(615) 859-0131
Return prepared by
DANIELS IRWIN & AYLOR

Mission

THE PROVISION OF BENEFITS TO PARTICIPANTS.

990 for the year ended October 31, 2025

Program accomplishments

  • THE PROVISION OF HEALTH, DENTAL, VISION, TEMPORARY DISABILITY AND DEATH BENEFITS TO PARTICIPANTS.

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
23-7153308
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1972
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$17,418,984
Income (IRS master file)
$14,912,025

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$14,912,025$12,298,396$17,418,984XML
990October 2024$14,031,089$14,216,407$15,052,373XML
990October 2023$13,711,903$11,738,594$13,945,402XML
990October 2022$10,276,609$7,296,792$11,014,745IRS
990October 2021–––IRS
990October 2020–––IRS
990October 2019–––IRS
990October 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 23-7153308).

Questions about TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND

What is the EIN of TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND?
The employer identification number (EIN) of TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND is 23-7153308.
Is TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
Are donations to TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does TENNESSEE VALLEY OPERATING ENGINEERS HEALTH 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 TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND?
The 990 for the year ended October 31, 2025 names DAVID RHEA.
Who are the officers and directors of TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND?
The 990 for the year ended October 31, 2025 lists 9 people; 0 received compensation from the organization.
How much revenue does TENNESSEE VALLEY OPERATING ENGINEERS HEALTH FUND have?
On its 990 for the year ended October 31, 2025 it reported revenue of $14,912,025, expenses of $12,298,396 and total assets of $17,418,984 at year end.

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