Nonprofit · EIN 36-6157689
NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST
Tax-exempt · ROCK ISLAND, IL 61201
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $9,420,439 | $8,131,429 | $1,289,010 | $45,959,208 | $6,567,922 | $39,391,286 |
| December 31, 2024 | 990 | $9,676,808 | $6,905,515 | $2,771,293 | $43,289,758 | $6,932,870 | $36,356,888 |
| December 31, 2023 | 990 | $8,282,111 | $8,328,896 | -$46,785 | $39,713,009 | $7,592,579 | $32,120,430 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,208,908
- Investment income
- $2,181,415
- Net gain from sales of assets
- $1,029,419
- Other revenue
- $2,030,116
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,506,628
- Compensation of officers, directors and key employees
- $144,947
- Other salaries and wages
- $113,700
- Salaries, compensation and benefits (total)
- $322,581
- Professional fundraising fees
- $0
- Legal fees
- $94,765
- Accounting fees
- $32,500
- Occupancy
- $8,450
- Travel
- $11,767
- Depreciation
- $2,142
- Program services (functional)
- $8,131,429
Balance sheet and other
- Total assets, start of year
- $43,289,758
- Total assets, end of year
- $45,959,208
- Total liabilities, end of year
- $6,567,922
- Net assets, end of year
- $39,391,286
- Land, buildings and equipment
- $3,944
- Publicly traded securities
- $43,541,749
- Net assets without donor restrictions
- $39,391,286
- Gross receipts
- $20,821,659
- Employees
- 5
- Volunteers
- 0
- Year formed
- 1967
- 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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE LAGE | ADMINISTRATOR Officer | 40 | $109,038 | $35,909 |
| MIKE HOWARD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BJ SORENSEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TIMOTHY FOSTER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID ADAMS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRADLY LONG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAUL FOLEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
| SAMANTHA GANGE | ADMINISTRATOR Officer | 40 | $0 | $0 |
990 for the year ended December 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE LAGE | ADMINISTRATOR Officer | 40 | $104,500 | $32,898 |
| MIKE HOWARD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BJ SORENSEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TIMOTHY FOSTER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID ADAMS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRADLY LONG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAUL FOLEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
990 for the year ended December 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JULIE LAGE | ADMINISTRATOR Officer | 40 | $102,500 | $32,773 |
| MIKE HOWARD | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BJ SORENSEN | TRUSTEE Trustee or director | 3 | $0 | $0 |
| CLINT HOEGER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| TIMOTHY FOSTER | TRUSTEE Trustee or director | 3 | $0 | $0 |
| DAVID ADAMS | TRUSTEE Trustee or director | 3 | $0 | $0 |
| BRADLY LONG | TRUSTEE Trustee or director | 3 | $0 | $0 |
| PAUL FOLEY | TRUSTEE Trustee or director | 3 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 2837 7TH AVE, ROCK ISLAND, IL 61201-1916
- Principal officer (990 for 2025)
- BRADLY LONG, 2837 7TH AVENUE, ROCK ISLAND, IL 61201
- Signed the 990
- BRADLY LONG, TRUSTEE
- Phone
- (309) 786-3361
- Return prepared by
- REILLY PENNER & BENTON LLP
Mission
THE PLAN PROVIDES HEALTH AND WELFARE BENEFITS FOR ELIGIBLE EMPLOYEES REPRESENTED BY THE UNION AND FOR OTHER EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO AND ACCEPTED BY THE PLAN. THE SPOUSES AND OTHER DEPENDENTS OF QUALIFYING EMPLOYEES ARE ALSO ELIGIBLE FOR BENEFITS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE EMPLOYEES REPRESENTED BY UNIONS LOCAL NO. 309, NO. 544, AND FOR OTHER ELIGIBLE EMPLOYEES FOR WHOM CONTRIBUTIONS ARE OR HAVE BEEN PAID INTO THE TRUST BY CONTRACTORS.Expenses $8,131,429 · revenue $7,239,024
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 | 990 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
- 36-6157689
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1967
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $45,959,208
- Income (IRS master file)
- $20,821,659
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $9,420,439 | $8,131,429 | $45,959,208 | XML |
| 990 | December 2024 | $9,676,808 | $6,905,515 | $43,289,758 | XML |
| 990 | December 2023 | $8,282,111 | $8,328,896 | $39,713,009 | XML |
| 990 | December 2022 | $9,391,019 | $7,312,532 | $37,322,144 | 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 36-6157689).
Questions about NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST
- What is the EIN of NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST is 36-6157689.
- Is NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1967.
- Are donations to NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTHERN ILLINOIS & IOWA LABORERS 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 NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST?
- The 990 for the year ended December 31, 2025 names BRADLY LONG.
- Who are the officers and directors of NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST?
- The 990 for the year ended December 31, 2025 lists 8 people; 1 received compensation from the organization, the highest $109,038 (JULIE LAGE, ADMINISTRATOR).
- How much revenue does NORTHERN ILLINOIS & IOWA LABORERS HEALTH & WELFARE TRUST have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $9,420,439, expenses of $8,131,429 and total assets of $45,959,208 at year end.
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