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Nonprofit · EIN 52-6039006

OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND

Also known as 37

Tax-exempt · BALTIMORE, MD 21222

Financials

$15.9M$17.6M2023$17.9M$17.1M2024
Revenue Expenses · by fiscal year end
Financials of OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$17,916,746$17,068,475$848,271$29,648,586$176,025$29,472,561
December 31, 2023990$15,856,982$17,648,700-$1,791,718$28,856,601$40,950$28,815,651
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$15,705,734
Investment income
$2,211,012
Net gain from sales of assets
$1,158,468
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$15,549,128
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$70,828
Accounting fees
$19,689

Balance sheet and other

Total assets, start of year
$28,856,601
Total assets, end of year
$29,648,586
Total liabilities, end of year
$176,025
Net assets, end of year
$29,472,561
Publicly traded securities
$17,484,778
Gross receipts
$22,509,315
Employees
36
Volunteers
0
Year formed
1956
State of legal domicile
MD

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT A HOLSEYTRUSTEE
Trustee or director
1$0$134,676$63,315
MARK F MCQUAYCHAIRMAN
Trustee or director
1$0$115,876$63,442
DANIEL HUMBERTSTONTRUSTEE
Trustee or director
1$0$114,249$63,195
PIERCE J FLANIGAN IVTRUSTEE
Trustee or director
1$0$0$0
STEVE DIETRICHTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 5 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
ROBERT A HOLSEYCHAIRMAN
Trustee or director
1$0$130,893$61,423
MARK F MCQUAYTRUSTEE
Trustee or director
1$0$111,476$61,423
PIERCE J FLANIGAN IVTRUSTEE
Trustee or director
1$0$0$0
CHARLES MCGEE JRTRUSTEE
Trustee or director
1$0$0$0
STEVE DIETRICHTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
3615 N POINT BLVD, BALTIMORE, MD 21222-2700
Principal officer (990 for 2024)
MARK F MCQUAY, 3615 NORTH POINT BOULEVARD NO C, BALTIMORE, MD 21222
Signed the 990
MARK F MCQUAY, TRUSTEE
Phone
(410) 254-9595
Return prepared by
CALIBRE CPA GROUP PLLC

Mission

PROVIDE HEALTH AND RELATED BENEFITS TO PARTICIPANTS AND BENEFICIARIES.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDE HEALTH AND RELATED BENEFITS TO PARTICIPANTS AND 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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
52-6039006
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1992
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$29,648,586
Income (IRS master file)
$22,509,315

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$17,916,746$17,068,475$29,648,586IRS
990December 2023$15,856,982$17,648,700$28,856,601XML
990December 2022$15,303,781$17,398,666$30,792,929IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 52-6039006).

Questions about OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND

What is the EIN of OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND?
The employer identification number (EIN) of OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND is 52-6039006.
Is OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1992.
Are donations to OPERATING ENGINEERS LOCAL 37 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 37 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 37 HEALTH AND 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 OPERATING ENGINEERS LOCAL 37 HEALTH AND 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 OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 names MARK F MCQUAY.
Who are the officers and directors of OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 5 people; 0 received compensation from the organization.
How much revenue does OPERATING ENGINEERS LOCAL 37 HEALTH AND WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $17,916,746, expenses of $17,068,475 and total assets of $29,648,586 at year end.

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