Nonprofit · EIN 36-2234288
IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST
Tax-exempt · OAK BROOK, IL 60523
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,367,303 | $10,322,145 | $45,158 | $18,157,684 | $1,581,931 | $16,575,753 |
| June 30, 2024 | 990 | $9,545,229 | $8,578,168 | $967,061 | $10,049,876 | $843,234 | $9,206,642 |
| June 30, 2023 | 990 | $7,223,577 | $5,999,069 | $1,224,508 | $6,549,436 | $432,149 | $6,117,287 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,875,451
- Investment income
- $491,852
- Net gain from sales of assets
- $48,790
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $9,468,529
- Compensation of officers, directors and key employees
- $3,425
- Salaries, compensation and benefits (total)
- $3,425
- Professional fundraising fees
- $0
- Legal fees
- $38,649
- Accounting fees
- $21,700
Balance sheet and other
- Total assets, start of year
- $10,049,876
- Total assets, end of year
- $18,157,684
- Total liabilities, end of year
- $1,581,931
- Net assets, end of year
- $16,575,753
- Publicly traded securities
- $13,941,641
- Gross receipts
- $10,664,312
- Employees
- 23
- Volunteers
- 0
- Year formed
- 1956
- State of legal domicile
- IL
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM YOUNG | TRUSTEE Trustee or director | 1 | $0 | $82,724 | $31,237 |
| STEPHEN LAMB | TRUSTEE Trustee or director | 1 | $3,706 | $0 | $0 |
| RICHARD SCHNEIDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VIC CONELLIER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GARDINER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN BEILEK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BILL YOUNG | TRUSTEE Trustee or director | 1 | $0 | $78,988 | $33,569 |
| STEPHEN LAMB | TRUSTEE Trustee or director | 1 | $5,000 | $0 | $0 |
| RICHARD SCHNEIDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VIC CONELLIER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GARDINER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN BEILEK | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH DEAN | FORMER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BILL YOUNG | TRUSTEE Trustee or director | 1 | $0 | $42,808 | $38,782 |
| RICHARD SCHNEIDER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEPHEN LAMB | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| VIC CONELLIER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES GARDINER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KENNETH DEAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 625 ENTERPRISE DR, OAK BROOK, IL 60523-8813
- In care of
- % TEDRO & ASSOCIATES INC
- Principal officer (990 for 2024)
- JAMES GARDINER, 625 ENTERPRISE DR, OAK BROOK, IL 605238813
- Signed the 990
- JAMES GARDINER, TRUSTEE
- Phone
- (630) 472-0626
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
- TO PROVIDE HEALTH AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 36-2234288
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $18,157,684
- Income (IRS master file)
- $10,664,312
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,367,303 | $10,322,145 | $18,157,684 | XML |
| 990 | June 2024 | $9,545,229 | $8,578,168 | $10,049,876 | IRS |
| 990 | June 2023 | $7,223,577 | $5,999,069 | $6,549,436 | XML |
| 990 | June 2022 | $6,914,241 | $5,456,915 | $4,124,728 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 36-2234288).
Questions about IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST
- What is the EIN of IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST is 36-2234288.
- Is IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
- Are donations to IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST 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 IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST?
- The 990 for the year ended June 30, 2025 names JAMES GARDINER.
- Who are the officers and directors of IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST?
- The 990 for the year ended June 30, 2025 lists 6 people; 1 received compensation from the organization.
- How much revenue does IRON WORKERS MIDWEST REGION HEALTH & WELFARE TRUST have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,367,303, expenses of $10,322,145 and total assets of $18,157,684 at year end.
Other nonprofits in OAK BROOK
- UNITE HERE HEALTH EIN 23-7385560 · last filed 990 for 2025
- INTERNATIONAL ASSOCIATION OF LIONS CLUBS EIN 36-1263962 · last filed 990-N for 2025
- NATIONAL INSURANCE CRIME BUREAU EIN 36-3776789 · last filed 990 for 2025
- ADVOCATE AURORA HEALTH INC EIN 82-4184596 · last filed 990 for 2024
- LIONS CLUBS INTERNATIONAL FTDN EIN 23-7030455 · last filed 990 for 2025
- RADIOLOGICAL SOCIETY OF NORTH AMERICA INC EIN 15-0539115 · last filed 990 for 2025
- ILLINOIS CHILDRENS HEALTHCARE FOUNDATION EIN 03-0503425 · last filed 990-PF for 2024
- ROOFERS UNION WELFARE TR FUND EIN 36-2226396 · last filed 990 for 2025