Nonprofit · EIN 51-0141783
OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND
Tax-exempt · TROY, MI 48098
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| April 30, 2025 | 990 | $28,370,855 | $24,694,145 | $3,676,710 | $67,274,607 | $20,820,297 | $46,454,310 |
| April 30, 2024 | 990 | $27,363,957 | $27,608,639 | -$244,682 | $64,278,227 | $23,320,008 | $40,958,219 |
| April 30, 2023 | 990 | $26,482,876 | $25,376,578 | $1,106,298 | $59,922,790 | $20,327,141 | $39,595,649 |
Financial details: 990 for the year ended April 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $25,469,625
- Investment income
- $2,901,230
- Net gain from sales of assets
- $366,328
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $22,150,347
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $197,085
- Accounting fees
- $35,650
- Travel
- $22,611
- Program services (functional)
- $22,150,347
- Management and general (functional)
- $2,543,798
Balance sheet and other
- Total assets, start of year
- $64,278,227
- Total assets, end of year
- $67,274,607
- Total liabilities, end of year
- $20,820,297
- Net assets, end of year
- $46,454,310
- Publicly traded securities
- $51,789,981
- Gross receipts
- $29,904,078
- Employees
- 17
- Volunteers
- 0
- Year formed
- 1974
- State of legal domicile
- IA
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 April 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHAD CARTER | TRUSTEE Trustee or director | 0.5 | $0 |
| BRIAN VASKE | TRUSTEE Trustee or director | 0.5 | $0 |
| JASON COPPLE | TRUSTEE, CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| DENNIS HERBERGER | TRUSTEE Trustee or director | 0.5 | $0 |
| GRANT CORELL | TRUSTEE Trustee or director | 0.5 | $0 |
| NICK NORTON | TRUSTEE Trustee or director | 0.5 | $0 |
| DAVE STITZ | TRUSTEE, SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended April 30, 2024: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHAD CARTER | TRUSTEE Trustee or director | 0.5 | $0 |
| BRIAN VASKE | TRUSTEE Trustee or director | 0.5 | $0 |
| JASON COPPLE | TRUSTEE, CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| DENNIS HERBERGER | TRUSTEE Trustee or director | 0.5 | $0 |
| GRANT CORELL | TRUSTEE Trustee or director | 0.5 | $0 |
| NICK NORTON | TRUSTEE Trustee or director | 0.5 | $0 |
| DAVE STITZ | TRUSTEE, SECRETARY Trustee or director, Officer | 0.5 | $0 |
990 for the year ended April 30, 2023: 7 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHAD CARTER | TRUSTEE Trustee or director | 0.5 | $0 |
| SPENCER YOCKEY | TRUSTEE Trustee or director | 0.5 | $0 |
| JASON COPPLE | TRUSTEE Trustee or director | 0.5 | $0 |
| DENNIS HERBERGER | TRUSTEE Trustee or director | 0.5 | $0 |
| GRANT CORELL | TRUSTEE Trustee or director | 0.5 | $0 |
| NICK NORTON | TRUSTEE Trustee or director | 0.5 | $0 |
| DAVE STITZ | TRUSTEE Trustee or director | 0.5 | $0 |
Address and contacts
- Address (IRS master file)
- 700 TOWER DR STE 300, TROY, MI 48098-2835
- Principal officer (990 for 2024)
- JASON COPPLE, 4880 HUBBELL AVENUE SUITE 1, DES MOINES, IA 503174753
- Signed the 990
- JASON COPPLE, PRESIDENT
- Phone
- (515) 265-0371
- Return prepared by
- UHY ADVISORS MIDWEST INC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS
Program accomplishments
- THE FUND PROVIDED MEDICAL, ACCIDENT, DEATH, DENTAL, VISION, AND DISABILITY BENEFITS TO OVER 2,100 ELIGIBLE PARTICIPANTS, DEPENDENTS, AND BENEFICIARIES OF MEMBERS OF THE INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 234.Expenses $22,150,347
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 April, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | April 30, 2026 | September 15, 2026 | Not on file |
| 2024 | April 30, 2025 | September 15, 2025 | 990 on file |
| 2023 | April 30, 2024 | September 16, 2024 | 990 on file |
IRS record
- EIN
- 51-0141783
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1975
- Accounting year ends
- April
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $67,274,607
- Income (IRS master file)
- $29,904,078
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | April 2025 | $28,370,855 | $24,694,145 | $67,274,607 | XML |
| 990 | April 2024 | $27,363,957 | $27,608,639 | $64,278,227 | XML |
| 990 | April 2023 | $26,482,876 | $25,376,578 | $59,922,790 | XML |
| 990 | April 2022 | $26,376,334 | $26,840,232 | $59,965,774 | IRS |
| 990 | April 2021 | – | – | – | IRS |
| 990 | April 2020 | – | – | – | IRS |
| 990 | April 2019 | – | – | – | IRS |
| 990 | April 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 51-0141783).
Questions about OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND
- What is the EIN of OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND is 51-0141783.
- Is OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1975.
- Are donations to OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS LOCAL 234 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 OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended April 2025.
- Who is the principal officer of OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND?
- The 990 for the year ended April 30, 2025 names JASON COPPLE.
- Who are the officers and directors of OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND?
- The 990 for the year ended April 30, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS LOCAL 234 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended April 30, 2025 it reported revenue of $28,370,855, expenses of $24,694,145 and total assets of $67,274,607 at year end.
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