Nonprofit · EIN 52-6072849
HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS
Also known as OPERATING ENGINEERS LOCAL 99 & 99A
Tax-exempt · BALTIMORE, MD 21222
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $63,412,917 | $46,815,678 | $16,597,239 | $89,902,057 | $49,398 | $89,852,659 |
| December 31, 2023 | 990 | $58,101,128 | $50,862,868 | $7,238,260 | $70,305,276 | $47,739 | $70,257,537 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $60,329,266
- Investment income
- $3,083,651
- Net gain from sales of assets
- $651,007
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $45,176,371
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $96,037
- Accounting fees
- $13,190
Balance sheet and other
- Total assets, start of year
- $70,305,276
- Total assets, end of year
- $89,902,057
- Total liabilities, end of year
- $49,398
- Net assets, end of year
- $89,852,659
- Publicly traded securities
- $38,938,555
- Gross receipts
- $87,561,910
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1966
- 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.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD P HAVARD | TRUSTEE-CHAIRMAN Trustee or director | 1 | $0 | $261,858 | $90,782 |
| FRANK BARILE | TRUSTEE Trustee or director | 1 | $0 | $207,803 | $81,053 |
| STEVE RUPPERT | TRUSTEE Trustee or director | 1 | $0 | $182,229 | $62,145 |
| SCOTT BARLOW | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD ELLIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MANJALA MASTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DONALD P HAVARD | TRUSTEE-CHAIRMAN Trustee or director | 1 | $0 | $238,182 | $84,085 |
| FRANK BARILE | TRUSTEE Trustee or director | 1 | $0 | $158,474 | $69,202 |
| STEVE RUPPERT | TRUSTEE Trustee or director | 1 | $0 | $155,498 | $56,230 |
| SCOTT BARLOW | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICHARD ELLIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MANJALA MASTER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL RODGERS RESIGNED | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3615 NORTH POINT BLVD STE C, BALTIMORE, MD 21222-2700
- In care of
- % DECISION SCIENCE INC
- Principal officer (990 for 2024)
- DONALD P HAVARD, 3615 NORTH POINT BLVD C, BALTIMORE, MD 21222
- Signed the 990
- DONALD P HAVARD, TRUSTEE
- Phone
- (410) 254-9595
- Website
- WWW.IUOELOCAL99.ORG
- Return prepared by
- DANIEL A WINTERS & COMPANY CPAS
Mission
THE PLAN ADMINISTERS HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS PAID TO OR FOR PARTICIPANTS AND THEIR DEPENDENTS, WHICH IS THE EXEMPT PURPOSE OF THE PLAN.
Program accomplishments
- THE PLAN ADMINISTERS HEALTH, ACCIDENT, DISABILITY AND DEATH BENEFITS PAID TO OR FOR PARTICIPANTS AND THEIR DEPENDENTS, WHICH IS THE EXEMPT PURPOSE OF THE PLAN. THIS IS ESSENTIALLY THE ONLY PROGRAM SERVICE OF THE ORGANIZATION AND ALL OF THE REVENUES AND EXPENSES ARE CONSIDERED TO BE FOR THIS PURPOSE.
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
- 52-6072849
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1998
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $89,902,057
- Income (IRS master file)
- $87,561,910
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $63,412,917 | $46,815,678 | $89,902,057 | IRS |
| 990 | December 2023 | $58,101,128 | $50,862,868 | $70,305,276 | XML |
| 990 | December 2022 | $53,924,565 | $42,702,535 | $60,317,882 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 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 52-6072849).
Questions about HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS
- What is the EIN of HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS?
- The employer identification number (EIN) of HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS is 52-6072849.
- Is HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1998.
- Are donations to HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS 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 HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS 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 HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS 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 HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS?
- The 990 for the year ended December 31, 2024 names DONALD P HAVARD.
- Who are the officers and directors of HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does HEALTH & WELFARE TR FUND FOR INTL UNION OF OPERATING ENGINEERS have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $63,412,917, expenses of $46,815,678 and total assets of $89,902,057 at year end.
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