Nonprofit · EIN 35-0923209
INDIANA LABORERS WELFARE FUND
Tax-exempt · TERRE HAUTE, IN 47808
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| November 30, 2025 | 990 | $161,278,240 | $123,743,199 | $37,535,041 | $453,707,894 | $22,742,314 | $430,965,580 |
| November 30, 2024 | 990 | $142,979,855 | $112,390,431 | $30,589,424 | $405,611,854 | $24,859,756 | $380,752,098 |
| November 30, 2023 | 990 | $127,344,309 | $96,699,793 | $30,644,516 | $345,262,609 | $22,479,897 | $322,782,712 |
Financial details: 990 for the year ended November 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $138,790,230
- Investment income
- $21,669,411
- Net gain from sales of assets
- $12,615,210
- Other revenue
- $818,599
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $111,015,472
- Other salaries and wages
- $1,681,203
- Salaries, compensation and benefits (total)
- $2,881,514
- Professional fundraising fees
- $0
- Legal fees
- $146,619
- Accounting fees
- $43,223
- Occupancy
- $45,830
- Depreciation
- $38,750
Balance sheet and other
- Total assets, start of year
- $405,611,854
- Total assets, end of year
- $453,707,894
- Total liabilities, end of year
- $22,742,314
- Net assets, end of year
- $430,965,580
- Land, buildings and equipment
- $359,612
- Publicly traded securities
- $186,749,187
- Gross receipts
- $353,612,955
- Employees
- 313
- Year formed
- 1953
- State of legal domicile
- IN
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 November 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN SHORT | SEC-TREASURE Trustee or director, Officer | 1 | $0 |
| DAVE PODLOGAR | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN ROACH | TRUSTEE Trustee or director | 1 | $0 |
| MURRAY MILLER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM A HASSE III | TRUSTEE Trustee or director | 1 | $0 |
| JAMES WARD DANIELS | TRUSTEE Trustee or director | 1 | $0 |
| BUTCH MCAREAVY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY AYRES | TRUSTEE Trustee or director | 1 | $0 |
| JIM TERRY | TRUSTEE Trustee or director | 1 | $0 |
| JIM MCDONALD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JEFFERY CHAPMAN | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW ANGEL | TRUSTEE Trustee or director | 1 | $0 |
| DANNY STULTS | TRUSTEE Trustee or director | 1 | $0 |
| MIKE FERRARA | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended November 30, 2024: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JEREMY AYRES | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW ANGEL | TRUSTEE Trustee or director | 1 | $0 |
| JAMES W DANIELS | TRUSTEE Trustee or director | 1 | $0 |
| JEFFERY CHAPMAN | TRUSTEE Trustee or director | 1 | $0 |
| DANNY STULTS | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM A HASSE III | TRUSTEE Trustee or director | 1 | $0 |
| JIM MCDONALD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MURRAY MILLER | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN ROACH | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN SHORT | TREASURER Trustee or director, Officer | 1 | $0 |
| JIM TERRY | TRUSTEE Trustee or director | 1 | $0 |
| BUTCH MCAREAVY | TRUSTEE Trustee or director | 1 | $0 |
| MIKE FERRARA | TRUSTEE Trustee or director | 1 | $0 |
| DAVE PODLOGAR | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended November 30, 2023: 14 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRIAN SHORT | SEC-TREASURE Trustee or director, Officer | 1 | $0 |
| DAVE PODLOGAR | TRUSTEE Trustee or director | 1 | $0 |
| KEVIN ROACH | TRUSTEE Trustee or director | 1 | $0 |
| MURRAY MILLER | TRUSTEE Trustee or director | 1 | $0 |
| WILLIAM A HASSE III | TRUSTEE Trustee or director | 1 | $0 |
| WARD DANIELS | TRUSTEE Trustee or director | 1 | $0 |
| BUTCH MCAREAVY | TRUSTEE Trustee or director | 1 | $0 |
| JEREMY AYRES | TRUSTEE Trustee or director | 1 | $0 |
| JIM TERRY | TRUSTEE Trustee or director | 1 | $0 |
| JIM MCDONALD | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| JEFFERY CHAPMAN | TRUSTEE Trustee or director | 1 | $0 |
| ANDREW ANGEL | TRUSTEE Trustee or director | 1 | $0 |
| DANNY STULTS | TRUSTEE Trustee or director | 1 | $0 |
| MIKE FERRARA | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1587, TERRE HAUTE, IN 47808-1587
- Principal officer (990 for 2024)
- BRIAN SHORT, PO BOX 1587, TERRE HAUTE, IN 47808
- Signed the 990
- BRIAN SHORT, SEC-TREASURER
- Phone
- (812) 238-2551
- Return prepared by
- L M HENDERSON & COMPANY LLP
Mission
PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS
Program accomplishments
- PROVIDE (UNDER COLLECTIVE BARGAINING AGREEMENT) FINANCIAL SUPPORT FOR PROGRAMS OF LIFE INSURANCE, HEALTH, ACCIDENT, AND OTHER RELATED BENEFITS TO ELIGIBLE 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 November, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2024 | November 30, 2025 | April 15, 2026 | 990 on file |
| 2023 | November 30, 2024 | April 15, 2025 | 990 on file |
| 2022 | November 30, 2023 | April 15, 2024 | 990 on file |
IRS record
- EIN
- 35-0923209
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1957
- Accounting year ends
- November
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $453,707,894
- Income (IRS master file)
- $353,612,955
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | November 2025 | $161,278,240 | $123,743,199 | $453,707,894 | XML |
| 990 | November 2024 | $142,979,855 | $112,390,431 | $405,611,854 | XML |
| 990 | November 2023 | $127,344,309 | $96,699,793 | $345,262,609 | XML |
| 990 | November 2022 | $104,451,795 | $95,511,680 | $302,582,748 | IRS |
| 990 | November 2021 | – | – | – | IRS |
| 990 | November 2020 | – | – | – | IRS |
| 990 | November 2019 | – | – | – | IRS |
| 990 | November 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 35-0923209).
Questions about INDIANA LABORERS WELFARE FUND
- What is the EIN of INDIANA LABORERS WELFARE FUND?
- The employer identification number (EIN) of INDIANA LABORERS WELFARE FUND is 35-0923209.
- Is INDIANA LABORERS WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1957.
- Are donations to INDIANA LABORERS WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INDIANA LABORERS WELFARE 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 INDIANA LABORERS WELFARE FUND due?
- The return for tax year 2025 (the year ending November 30, 2026) is due April 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INDIANA LABORERS WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended November 2025.
- Who is the principal officer of INDIANA LABORERS WELFARE FUND?
- The 990 for the year ended November 30, 2025 names BRIAN SHORT.
- Who are the officers and directors of INDIANA LABORERS WELFARE FUND?
- The 990 for the year ended November 30, 2025 lists 14 people; 0 received compensation from the organization.
- How much revenue does INDIANA LABORERS WELFARE FUND have?
- On its 990 for the year ended November 30, 2025 it reported revenue of $161,278,240, expenses of $123,743,199 and total assets of $453,707,894 at year end.
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