Nonprofit · EIN 36-3251688
WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63
Tax-exempt · OAK BROOK, IL 60523
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $27,066,586 | $31,558,533 | -$4,491,947 | $94,354,601 | $25,717,489 | $68,637,112 |
| May 31, 2024 | 990 | $27,299,197 | $29,738,175 | -$2,438,978 | $98,630,018 | $26,538,529 | $72,091,489 |
| May 31, 2023 | 990 | $23,927,663 | $32,288,956 | -$8,361,293 | $98,519,717 | $27,511,965 | $71,007,752 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $23,787,172
- Investment income
- $3,279,414
- Net gain from sales of assets
- $216,424
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $29,819,928
- Salaries, compensation and benefits (total)
- $43,277
- Professional fundraising fees
- $0
- Legal fees
- $89,887
- Accounting fees
- $53,505
Balance sheet and other
- Total assets, start of year
- $98,630,018
- Total assets, end of year
- $94,354,601
- Total liabilities, end of year
- $25,717,489
- Net assets, end of year
- $68,637,112
- Land, buildings and equipment
- $541,853
- Publicly traded securities
- $78,544,533
- Gross receipts
- $38,752,888
- Employees
- 40
- Volunteers
- 0
- Year formed
- 1983
- 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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL WENDE | CHAIRMAN Trustee or director | 3 | $0 | $212,115 | $140,942 |
| DAVE MURRAY | TRUSTEE Trustee or director | 3 | $0 | $186,235 | $130,034 |
| FLETCHER HOLMES | TRUSTEE Trustee or director | 3 | $0 | $182,278 | $130,125 |
| MICHAEL SWANBERG | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| TIM BELL | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARK LABUZ | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended May 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL WENDE | CHAIRMAN Trustee or director | 3 | $0 | $200,503 | $137,246 |
| DAVE MURRAY | TRUSTEE Trustee or director | 3 | $0 | $178,141 | $126,887 |
| FLETCHER HOLMES | TRUSTEE Trustee or director | 3 | $0 | $174,625 | $126,887 |
| MICHAEL SWANBERG | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| TIM BELL | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARK LABUZ | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
990 for the year ended May 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PAUL WENDE | CHAIRMAN Trustee or director | 3 | $0 | $197,229 | $133,407 |
| DAVE MURRAY | TRUSTEE Trustee or director | 3 | $0 | $174,472 | $123,396 |
| FLETCHER HOLMES | TRUSTEE Trustee or director | 3 | $0 | $174,277 | $123,396 |
| MICHAEL SWANBERG | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| TIM BELL | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
| MARK LABUZ | TRUSTEE Trustee or director | 3 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 625 ENTERPRISE DR, OAK BROOK, IL 60523-8813
- Principal officer (990 for 2024)
- PAUL WENDE, 625 ENTERPRISE DR, OAK BROOK, IL 605238813
- Signed the 990
- PAUL WENDE, TRUSTEE
- Phone
- (630) 472-0627
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE MEDICAL, DENTAL, VISION, DISABILITY, DEATH AND OTHER WELFARE BENEFITS
Program accomplishments
- THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS.
- THE FUND PROVIDES MEDICAL, DENTAL, VISION, DISABILITY, AND DEATH 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 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
- 36-3251688
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1984
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $94,354,601
- Income (IRS master file)
- $38,752,888
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $27,066,586 | $31,558,533 | $94,354,601 | XML |
| 990 | May 2024 | $27,299,197 | $29,738,175 | $98,630,018 | XML |
| 990 | May 2023 | $23,927,663 | $32,288,956 | $98,519,717 | XML |
| 990 | May 2022 | $28,549,496 | $28,782,848 | $104,401,164 | 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 36-3251688).
Questions about WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63
- What is the EIN of WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63?
- The employer identification number (EIN) of WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 is 36-3251688.
- Is WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1984.
- Are donations to WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 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 WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 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 WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 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 WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63?
- The 990 for the year ended May 31, 2025 names PAUL WENDE.
- Who are the officers and directors of WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63?
- The 990 for the year ended May 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does WELFARE FUND TRUST OF ARCHITECTURAL IRONWORKERS LOCAL NO 63 have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $27,066,586, expenses of $31,558,533 and total assets of $94,354,601 at year end.
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