Nonprofit · EIN 36-2392752
LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND
Tax-exempt · BURR RIDGE, IL 60527
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $77,039,861 | $83,866,087 | -$6,826,226 | $125,221,309 | $10,409,390 | $114,811,919 |
| June 30, 2024 | 990 | $75,391,461 | $74,384,583 | $1,006,878 | $120,398,699 | $6,697,635 | $113,701,064 |
| June 30, 2023 | 990 | $73,604,120 | $73,398,306 | $205,814 | $111,294,997 | $7,434,605 | $103,860,392 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $74,938,274
- Investment income
- $1,796,488
- Net gain from sales of assets
- $634,012
- Other revenue
- $305,099
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $80,824,311
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $157,044
- Accounting fees
- $116,629
- Occupancy
- $146,991
- Depreciation
- $19,636
Balance sheet and other
- Total assets, start of year
- $120,398,699
- Total assets, end of year
- $125,221,309
- Total liabilities, end of year
- $10,409,390
- Net assets, end of year
- $114,811,919
- Land, buildings and equipment
- $41,879
- Publicly traded securities
- $54,701,368
- Gross receipts
- $89,265,648
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1953
- 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 |
|---|---|---|---|---|---|
| JOHN LISNER | TRUSTEE Trustee or director | 0.5 | $0 | $320,976 | $64,351 |
| DALE BOLT | TRUSTEE Trustee or director | 0.5 | $0 | $261,813 | $64,351 |
| MICHAEL CORRIGAN | FORMER TRUSTEE Trustee or director | 0.5 | $0 | $293,499 | $15,781 |
| ERICK GARCIA | TRUSTEE Trustee or director | 0.5 | $0 | $106,915 | $137,503 |
| MICHAEL WAINSCOTT | ADMINISTRATOR Officer | 40 | $189,554 | $0 | $34,255 |
| JEFFREY SCHNEIDER | TRUSTEE Trustee or director | 0.5 | $0 | $109,277 | $38,338 |
| KENNETH DOOT | TRUSTEE Trustee or director | 0.5 | $0 | $107,994 | $38,338 |
| THOMAS YONKER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| STEVE VOGRIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES BUIK | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRIS KONECKI | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN LISNER | TRUSTEE Trustee or director | 0.5 | $0 | $317,532 | $81,157 |
| DALE BOLT | TRUSTEE Trustee or director | 0.5 | $0 | $254,732 | $71,144 |
| RICHARD CLARSON | ADMINISTRATOR Officer | 40 | $206,245 | $0 | $14,750 |
| MICHAEL J CORRIGAN | TRUSTEE Trustee or director | 0.5 | $0 | $137,507 | $14,910 |
| JEFFREY SCHNEIDER | TRUSTEE Trustee or director | 0.5 | $0 | $97,052 | $35,181 |
| KENNETH DOOT | TRUSTEE Trustee or director | 0.5 | $0 | $96,858 | $34,989 |
| THOMAS YONKER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| STEVE VOGRIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES BUIK | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRIS KONECKI | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL RICHARDSON | FORMER TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 13 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| TERRENCE J HANCOCK | FORMER TRUSTEE Trustee or director | 0.5 | $0 | $349,734 | $78,272 |
| JOHN LISNER | TRUSTEE Trustee or director | 0.5 | $0 | $327,291 | $78,272 |
| DALE BOLT | TRUSTEE Trustee or director | 0.5 | $0 | $262,199 | $68,534 |
| RICHARD CLARSON | ADMINISTRATOR Officer | 40 | $198,329 | $0 | $14,787 |
| WALTER THIEDE | FORMER TRUSTEE Trustee or director | 0.5 | $0 | $143,417 | $40,407 |
| MICHAEL J CORRIGAN | TRUSTEE Trustee or director | 0.5 | $0 | $137,350 | $14,739 |
| JEFFREY SCHNEIDER | TRUSTEE Trustee or director | 0.5 | $0 | $68,686 | $22,258 |
| KENNETH DOOT | TRUSTEE Trustee or director | 0.5 | $0 | $12,529 | $1,983 |
| THOMAS YONKER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| STEVE VOGRIN | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JAMES BUIK | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| CHRIS KONECKI | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MICHAEL RICHARDSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 BURR RIDGE PKWY, BURR RIDGE, IL 60527-0849
- In care of
- % JOHN LISNER
- Principal officer (990 for 2024)
- JOHN LISNER, 1000 BURR RIDGE PKWY, BURR RIDGE, IL 60527
- Signed the 990
- JOHN LISNER, TRUSTEE
- Phone
- (630) 887-4150
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS
Program accomplishments
- TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND LOSS OF TIME 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
- 36-2392752
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1953
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $125,221,309
- Income (IRS master file)
- $89,265,648
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $77,039,861 | $83,866,087 | $125,221,309 | IRS |
| 990 | June 2024 | $75,391,461 | $74,384,583 | $120,398,699 | IRS |
| 990 | June 2023 | $73,604,120 | $73,398,306 | $111,294,997 | XML |
| 990 | June 2022 | $72,132,920 | $67,494,630 | $106,732,974 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 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 36-2392752).
Questions about LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND
- What is the EIN of LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND is 36-2392752.
- Is LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1953.
- Are donations to LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL NO 731 I B OF T HEALTH AND 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 LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND 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 LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND 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 LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 names JOHN LISNER.
- Who are the officers and directors of LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 11 people; 1 received compensation from the organization.
- How much revenue does LOCAL NO 731 I B OF T HEALTH AND WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $77,039,861, expenses of $83,866,087 and total assets of $125,221,309 at year end.
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