Nonprofit · EIN 36-6562520
BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND
Tax-exempt · WASHINGTON, DC 20003
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $131,381,870 | $142,099,395 | -$10,717,525 | $91,300,744 | $3,782,375 | $87,518,369 |
| December 31, 2023 | 990 | $125,418,328 | $136,216,516 | -$10,798,188 | $95,251,772 | $2,101,077 | $93,150,695 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $129,333,326
- Investment income
- $2,038,932
- Net gain from sales of assets
- $1,975,072
- Other revenue
- $9,612
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $129,301,612
- Compensation of officers, directors and key employees
- $130,330
- Other salaries and wages
- $2,486,098
- Salaries, compensation and benefits (total)
- $3,521,357
- Professional fundraising fees
- $0
- Legal fees
- $73,399
- Accounting fees
- $152,419
- Occupancy
- $160,981
- Travel
- $41,018
- Depreciation
- $777,947
Balance sheet and other
- Total assets, start of year
- $95,251,772
- Total assets, end of year
- $91,300,744
- Total liabilities, end of year
- $3,782,375
- Net assets, end of year
- $87,518,369
- Land, buildings and equipment
- $12,598,388
- Gross receipts
- $144,406,798
- Employees
- 19
- Volunteers
- 0
- Year formed
- 1973
- State of legal domicile
- DC
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 |
|---|---|---|---|---|---|
| YOLANDA D MONTGOMERY | EXECUTIVE DIRECTOR Officer | 10 | $0 | $398,916 | $40,081 |
| DORA H CERANTES | CO-CHAIRMAN Trustee or director | 1 | $0 | $312,448 | $113,538 |
| SAM CICINELLI | TRUSTEE Trustee or director | 1 | $0 | $290,070 | $123,464 |
| THOMAS C MARTIN | TRUSTEE Trustee or director | 1 | $0 | $286,640 | $114,962 |
| EMILY C NOVAK | DIRECTOR Highest-paid employee | 40 | $130,330 | $0 | $21,770 |
| MONICA FAUNTLEROY | MANAGER OPERATIONS Highest-paid employee | 40 | $117,455 | $0 | $29,418 |
| TANIA PETERSON | ELIGIBILITY MANAGER Highest-paid employee | 40 | $115,312 | $0 | $28,172 |
| AMY KEHOE | CO-CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| JONATHAN JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN M GALLOWAY | UNION TRUSTEE Trustee or director | 1 | $0 | $531,265 | $112,847 |
| RICKEY WALLACE | UNION TRUSTEE (P) Trustee or director | 1 | $0 | $474,713 | $82,054 |
| DORA CERVANTES | UNION TRUSTEE/CO-CHAIR Trustee or director, Officer | 1 | $0 | $310,915 | $119,724 |
| JAMES TIERNEY | EXECUTIVE DIRECTOR (P) Officer | 9.8 | $29,615 | $247,818 | $30,003 |
| YOLANDA D MONTGOMERY | EXECUTIVE DIRECTOR Officer | 9.8 | $0 | $145,032 | $23,761 |
| KAREN BROWN | DIRECTOR OF OPERATIONS Highest-paid employee | 40 | $140,694 | $0 | $23,199 |
| AMY KEHOE | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS MITCHELL | EMPLOYER TRUSTEE/CO-CHAIR Trustee or director | 1 | $0 | $0 | $0 |
| MARIE UNDERWOOD | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CRAIG MARTIN | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 99 M ST SE STE 600, WASHINGTON, DC 20003-4595
- In care of
- % THE FUND
- Principal officer (990 for 2024)
- YOLANDA D MONTGOMERY, 99 M STREET SE 600, WASHINGTON, DC 200034595
- Signed the 990
- YOLANDA D MONTGOMERY, EXECUTIVE DIRECTOR
- Phone
- (202) 785-8148
- Website
- WWW.IAMBTF.ORG
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL BENEFITS TO ELIGIBILE PARTICIPANTS AND THEIR DEPENDENTS ESTABLISHED UNDER A COLLECTIVE BARGAINING AGREEMENT BETWEEN VARIOUS EMPLOYERS AND THE INTERNATIONAL ASSOCIATION OF MACHINISTS AND AEROSPACE WORKERS, AFL-CIO AND AFFILIATED IAM LOCAL AND IAM DISTRICT LODGES.
Program accomplishments
- TO PROVIDE HEALTH, WELFARE, VISION AND DENTAL 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 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
- 36-6562520
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1975
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $91,300,744
- Income (IRS master file)
- $144,406,798
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $131,381,870 | $142,099,395 | $91,300,744 | XML |
| 990 | December 2023 | $125,418,328 | $136,216,516 | $95,251,772 | XML |
| 990 | December 2022 | $114,488,739 | $112,190,646 | $101,616,678 | 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 36-6562520).
Questions about BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND
- What is the EIN of BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND?
- The employer identification number (EIN) of BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND is 36-6562520.
- Is BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1975.
- Are donations to BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST 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 BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST 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 BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST 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 BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND?
- The 990 for the year ended December 31, 2024 names YOLANDA D MONTGOMERY.
- Who are the officers and directors of BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND?
- The 990 for the year ended December 31, 2024 lists 9 people; 3 received compensation from the organization.
- How much revenue does BOARD OF TRUSTEES OF NATIONAL IAM B ENEFIT TRUST FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $131,381,870, expenses of $142,099,395 and total assets of $91,300,744 at year end.
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