Nonprofit · EIN 23-7166771
OPERATING ENGINEERS LOCAL 139
Tax-exempt · PEWAUKEE, WI 53072
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $196,179,259 | $189,294,904 | $6,884,355 | $529,707,201 | $99,605,280 | $430,101,921 |
| May 31, 2024 | 990 | $177,187,500 | $177,886,388 | -$698,888 | $487,111,809 | $91,920,612 | $395,191,197 |
| May 31, 2023 | 990 (amended) | $161,903,860 | $166,387,256 | -$4,483,396 | $449,736,471 | $89,169,996 | $360,566,475 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $180,963,331
- Investment income
- $15,215,928
- Net gain from sales of assets
- $5,022,819
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $179,828,101
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $286,113
- Accounting fees
- $41,961
- Occupancy
- $186,861
- Depreciation
- $31,487
Balance sheet and other
- Total assets, start of year
- $487,111,809
- Total assets, end of year
- $529,707,201
- Total liabilities, end of year
- $99,605,280
- Net assets, end of year
- $430,101,921
- Land, buildings and equipment
- $95,025
- Publicly traded securities
- $351,770,129
- Gross receipts
- $348,000,419
- Employees
- 168
- Volunteers
- 0
- Year formed
- 1970
- State of legal domicile
- WI
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN Trustee or director | 3 | $0 | $210,463 | $88,451 |
| SHANE GRIESBACH | TRUSTEE Trustee or director | 3 | $0 | $181,233 | $88,451 |
| STEVE BUFFALO | TRUSTEE Trustee or director | 3 | $0 | $179,595 | $88,451 |
| DAN SPERBERG | TRUSTEE Trustee or director | 3 | $0 | $177,574 | $88,451 |
| TOM WOLF | SECRETARY Trustee or director | 3 | $0 | $0 | $0 |
| TIM PETERSON | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MATT MARCELLIS | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARY JANE DEBATTISTA | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARY WILCOX | FORMER TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MIKE TESTOLIN | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| JAKOB ANDERSON | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN Trustee or director | 3 | $0 | $204,450 | $84,778 |
| STEVE BUFFALO | TRUSTEE Trustee or director | 3 | $0 | $172,760 | $84,778 |
| SHANE GRIESBACH | TRUSTEE Trustee or director | 3 | $0 | $172,705 | $84,778 |
| DAN SPERBERG | TRUSTEE Trustee or director | 3 | $0 | $171,946 | $84,778 |
| TOM WOLF | SECRETARY Trustee or director | 3 | $0 | $0 | $0 |
| TIM PETERSON | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MATT MARCELLIS | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARY JANE DEBATTISTA | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARY WILCOX | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| DERECK ALLEN | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN Trustee or director | 3 | $0 | $199,822 | $80,822 |
| STEVE BUFFALO | TRUSTEE Trustee or director | 3 | $0 | $168,463 | $80,822 |
| DAN SPERBERG | TRUSTEE Trustee or director | 3 | $0 | $167,971 | $80,822 |
| SHANE GRIESBACH | TRUSTEE Trustee or director | 3 | $0 | $167,674 | $80,822 |
| TOM WOLF | SECRETARY Trustee or director | 3 | $0 | $0 | $0 |
| TIM PETERSON | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MATT MARCELLIS | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARY JANE DEBATTISTA | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARY WILCOX | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| DERECK ALLEN | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 160, PEWAUKEE, WI 53072-0160
- Principal officer (990 for 2024)
- TERRANCE MCGOWAN, PO BOX 160, PEWAUKEE, WI 530720130
- Signed the 990
- TERRANCE MCGOWAN, TERRANCE MCGOWAN
- Phone
- (262) 549-9190
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN
Program accomplishments
- THE PLAN PROVIDES MEDICAL, DENTAL, VISION, LIFE AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.
- THE PLAN PROVIDES MEDICAL, DENTAL, VISION, LIFE, AND ACCIDENTAL DEATH & DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7166771
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1972
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $529,707,201
- Income (IRS master file)
- $348,000,419
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $196,179,259 | $189,294,904 | $529,707,201 | XML |
| 990 | May 2024 | $177,187,500 | $177,886,388 | $487,111,809 | XML |
| 990 | May 2023 | $161,903,860 | $166,387,256 | $449,736,471 | XML |
| 990 | May 2022 | $196,264,611 | $145,636,109 | $445,469,053 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 23-7166771).
Questions about OPERATING ENGINEERS LOCAL 139
- What is the EIN of OPERATING ENGINEERS LOCAL 139?
- The employer identification number (EIN) of OPERATING ENGINEERS LOCAL 139 is 23-7166771.
- Is OPERATING ENGINEERS LOCAL 139 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1972.
- Are donations to OPERATING ENGINEERS LOCAL 139 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS LOCAL 139 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 LOCAL 139 due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS LOCAL 139 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of OPERATING ENGINEERS LOCAL 139?
- The 990 for the year ended May 31, 2025 names TERRANCE MCGOWAN.
- Who are the officers and directors of OPERATING ENGINEERS LOCAL 139?
- The 990 for the year ended May 31, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS LOCAL 139 have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $196,179,259, expenses of $189,294,904 and total assets of $529,707,201 at year end.
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