Nonprofit · EIN 36-6073848
EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND
Tax-exempt · BURR RIDGE, IL 60527
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $10,930,489 | $11,203,720 | -$273,231 | $25,941,112 | $810,656 | $25,130,456 |
| December 31, 2023 | 990 | $11,308,640 | $9,810,622 | $1,498,018 | $24,773,969 | $762,993 | $24,010,976 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,529,926
- Investment income
- $400,563
- Net gain from sales of assets
- $75,269
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $8,265,437
- Compensation of officers, directors and key employees
- $223,809
- Other salaries and wages
- $1,505,429
- Salaries, compensation and benefits (total)
- $2,488,169
- Professional fundraising fees
- $0
- Legal fees
- $65,657
- Accounting fees
- $46,341
- Occupancy
- $16,519
Balance sheet and other
- Total assets, start of year
- $24,773,969
- Total assets, end of year
- $25,941,112
- Total liabilities, end of year
- $810,656
- Net assets, end of year
- $25,130,456
- Publicly traded securities
- $14,247,596
- Gross receipts
- $22,543,931
- Employees
- 30
- Volunteers
- 0
- Year formed
- 1951
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN LISNER | TRUSTEE Trustee or director | 2 | $0 | $320,976 | $64,351 |
| DALE BOLT | TRUSTEE Trustee or director | 2 | $0 | $261,813 | $64,351 |
| MICHAEL WAINSCOTT | FUND ADMINISTRATOR Key employee | 40 | $189,554 | $0 | $34,255 |
| PATRICK THEIS | COMPTROLLER Highest-paid employee | 40 | $125,790 | $0 | $25,849 |
| JEFFREY LONKAR | TRUSTEE Trustee or director | 2 | $0 | $107,706 | $38,158 |
| WILLIAM COLLINS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVID SNELTEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JONATHAN GALLAGHER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN LISNER | TRUSTEE Trustee or director | 2 | $0 | $317,532 | $81,157 |
| DALE BOLT | TRUSTEE Trustee or director | 2 | $0 | $254,732 | $71,144 |
| RICHARD CLARSON | ADMINISTRATOR Key employee | 40 | $206,245 | $0 | $14,750 |
| PATRICIA SAENZ | CLAIMS MANAGER Highest-paid employee | 40 | $155,306 | $0 | $30,268 |
| CINDY PERNA | OFFICE COORDINATOR Highest-paid employee | 40 | $104,462 | $0 | $59,308 |
| MICHAEL WAINSCOTT | COMPTROLLER Highest-paid employee | 40 | $134,213 | $0 | $28,163 |
| THERISA GONZALEZ | ADMINISTRATIVE ASSISTANT Highest-paid employee | 40 | $102,716 | $0 | $54,835 |
| JEFFREY LONKAR | TRUSTEE Trustee or director | 2 | $0 | $96,858 | $30,438 |
| WILLIAM COLLINS | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVID SNELTEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JONATHAN GALLAGHER | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1000 BURR RIDGE PKWY, BURR RIDGE, IL 60527-0849
- In care of
- % H & W FUND OF THE EXCAVATING GRAD
- Principal officer (990 for 2024)
- JOHN LISNER, 1000 BURR RIDGE PARKWAY, 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 DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES
Program accomplishments
- TO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR BENEFICIARIES
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 36-6073848
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1953
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $25,941,112
- Income (IRS master file)
- $22,543,931
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $10,930,489 | $11,203,720 | $25,941,112 | IRS |
| 990 | December 2023 | $11,308,640 | $9,810,622 | $24,773,969 | XML |
| 990 | December 2022 | $10,285,234 | $11,000,150 | $22,092,129 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 36-6073848).
Questions about EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND
- What is the EIN of EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND?
- The employer identification number (EIN) of EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND is 36-6073848.
- Is EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1953.
- Are donations to EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & 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 EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 names JOHN LISNER.
- Who are the officers and directors of EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 8 people; 2 received compensation from the organization.
- How much revenue does EXCAVATING GRADING AND ASPHALT CRAFT-731 HEALTH & WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $10,930,489, expenses of $11,203,720 and total assets of $25,941,112 at year end.
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