Nonprofit · EIN 81-6009559
MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA
Tax-exempt · BOTHELL, WA 98011
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $10,090,120 | $10,899,377 | -$809,257 | $14,462,075 | $7,678,308 | $6,783,767 |
| May 31, 2024 | 990 | $12,159,816 | $13,086,821 | -$927,005 | $14,409,193 | $7,240,029 | $7,169,164 |
| May 31, 2023 | 990 | $12,713,361 | $12,398,153 | $315,208 | $14,636,960 | $6,551,884 | $8,085,076 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $9,800,482
- Investment income
- $289,602
- Net gain from sales of assets
- -$130,990
- Other revenue
- $36
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $10,560,622
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $23,172
- Accounting fees
- $28,857
- Travel
- $11,714
Balance sheet and other
- Total assets, start of year
- $14,409,193
- Total assets, end of year
- $14,462,075
- Total liabilities, end of year
- $7,678,308
- Net assets, end of year
- $6,783,767
- Publicly traded securities
- $10,767,269
- Gross receipts
- $17,166,152
- Employees
- 0
- Volunteers
- 2
- Year formed
- 1959
- State of legal domicile
- MT
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 May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| STEVE GROSS | SECRETARY, EMPLOYEE TRUSTEE Trustee or director, Officer | 1 | $0 | $89,140 |
| KYLE SCHELLINGER | CHAIRMAN, EMPLOYER TRUSTEE Trustee or director, Officer | 1 | $0 | $0 |
| MIKE JOHNSON | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM KEANE | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN MURPHY | EMPLOYEE TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHAWN COFFIN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELLE COHENS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEN WOOLEY | EMPLOYER TRUSTEE (OUTGOING) Trustee or director | 1 | $0 | $0 |
| GARTH WES SESSIONS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| STEVE GROSS | SECRETARY Trustee or director, Officer | 1 | $0 | $78,648 |
| KYLE SCHELLINGER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| MIKE JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM KEANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN MURPHY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHAWN COFFIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELLE COHENS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEN WOOLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
990 for the year ended May 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| STEVE GROSS | SECRETARY Trustee or director, Officer | 1 | $0 | $74,100 |
| KYLE SCHELLINGER | CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 |
| MIKE JOHNSON | TRUSTEE Trustee or director | 1 | $0 | $0 |
| JIM KEANE | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEVIN MURPHY | TRUSTEE Trustee or director | 1 | $0 | $0 |
| SHAWN COFFIN | TRUSTEE Trustee or director | 1 | $0 | $0 |
| MICHELLE COHENS | TRUSTEE Trustee or director | 1 | $0 | $0 |
| KEN WOOLEY | TRUSTEE Trustee or director | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 11724 NE 195TH ST STE 300, BOTHELL, WA 98011-3568
- Principal officer (990 for 2024)
- STEVE GROSS, 201 W NORTH RIVER DR 450, SPOKANE, WA 99201
- Signed the 990
- STEVE GROSS, SECRETARY
- Phone
- (509) 328-0300
- Return prepared by
- ANASTASI MOORE & MARTIN PLLC
Mission
TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, ACCIDENT, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, LONG-TERM DISABILITY, AND VACATION BENEFITS TO ELIGIBLE PARTICIPANTS AND BENEFICIARIES.
Program accomplishments
- TO PROVIDE MEDICAL, SURGICAL, HOSPITAL, PRESCRIPTION, DENTAL, VISION, ACCIDENT, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, LONG-TERM DISABILITY, AND VACATION BENEFITS TO ELIGIBLE 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 May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 81-6009559
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1962
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $14,462,075
- Income (IRS master file)
- $17,166,152
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $10,090,120 | $10,899,377 | $14,462,075 | XML |
| 990 | May 2024 | $12,159,816 | $13,086,821 | $14,409,193 | XML |
| 990 | May 2023 | $12,713,361 | $12,398,153 | $14,636,960 | XML |
| 990 | May 2022 | $12,757,317 | $11,698,915 | $13,661,186 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
| 990 | May 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 81-6009559).
Questions about MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA
- What is the EIN of MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA?
- The employer identification number (EIN) of MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA is 81-6009559.
- Is MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
- Are donations to MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA 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 MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA?
- The 990 for the year ended May 31, 2025 names STEVE GROSS.
- Who are the officers and directors of MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA?
- The 990 for the year ended May 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does MONTANA OPERATING ENGINEERS CONSTRUCTION & MINING INDUSTRY HEA have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $10,090,120, expenses of $10,899,377 and total assets of $14,462,075 at year end.
Other nonprofits in BOTHELL
- OPERATING ENGINEERS HEALTH AND WELFARE TRUST FUND EIN 94-2784001 · last filed 990 for 2024
- SOUND HEALTH & WELLNESS TRUST EIN 91-6058475 · last filed 990 for 2025
- ASEA-AFSCME LOCAL 52 HEALTH BENEFITS TRUST EIN 92-0174160 · last filed 990 for 2025
- NORTHWEST LABORERS-EMPLOYERS HEALTH & SECURITY TRUST FUND EIN 91-1283260 · last filed 990 for 2025
- OPERATING ENGINEERS UNION 3 PENSIONED HEALTH & WELFARE FUND EIN 94-6096327 · last filed 990 for 2024
- ALPHA SUPPORTED LIVING SERVICES EIN 91-0933802 · last filed 990 for 2024
- CREDIT UNIONS IN THE STATE OF WASHI NGTON EIN 91-6035907 · last filed 990 for 2024
- INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS JNT HEALTH & WE EIN 91-6037488 · last filed 990 for 2025