Nonprofit · EIN 95-6034886
OPERATING ENGINEERS HEALTH & WELFARE FUND
Tax-exempt · PASADENA, CA 91103
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $319,856,070 | $355,467,128 | -$35,611,058 | $130,584,212 | $219,063,286 | -$88,479,074 |
| June 30, 2024 | 990 | $313,233,018 | $337,865,941 | -$24,632,923 | $147,480,917 | $200,357,179 | -$52,876,262 |
| June 30, 2023 | 990 | $299,981,733 | $309,909,840 | -$9,928,107 | $152,565,524 | $184,583,132 | -$32,017,608 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $313,405,994
- Investment income
- $5,220,722
- Net gain from sales of assets
- $2,275,764
- Other revenue
- $1,229,354
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $339,203,132
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $461,862
- Accounting fees
- $210,006
Balance sheet and other
- Total assets, start of year
- $147,480,917
- Total assets, end of year
- $130,584,212
- Total liabilities, end of year
- $219,063,286
- Net assets, end of year
- -$88,479,074
- Publicly traded securities
- $58,553,249
- Gross receipts
- $433,728,164
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1954
- State of legal domicile
- CA
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EMPLOYEE ID 00468 | fund manager Key employee | 20 | $0 | $269,925 | $54,911 |
| EMPLOYEE ID 05145 | CHIEF FINANCIAL OFFICER Highest-paid employee | 11 | $0 | $222,933 | $54,911 |
| EMPLOYEE ID 03493 | DIRECTOR OF TRAINING Highest-paid employee | 0 | $0 | $218,774 | $54,911 |
| EMPLOYEE ID 05084 | CHIEF INFORMATION OFFICER Highest-paid employee | 27 | $0 | $209,411 | $54,911 |
| EMPLOYEE ID 00589 | DIRECTOR OF IT APPLICATIONS Highest-paid employee | 25 | $0 | $188,530 | $54,911 |
| EMPLOYEE ID 05154 | DIRECTOR OF SECURITY & INFRA. Highest-paid employee | 27 | $0 | $177,664 | $54,911 |
| DAVE GARBARINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| shawn kinsey | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| david sikorski | trustee Trustee or director | 1 | $0 | $0 | $0 |
| PERRY HAWKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JIM RYAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL CRAWFORD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STANLEY HOWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK VELASQUEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAIMIE ANGUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
6 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| KEN HUNT | TRUSTEE Trustee or director | 1 | $0 |
| GEORGE BUTOROVICH | TRUSTEE Trustee or director | 1 | $0 |
| DAVE GRECO | TRUSTEE Trustee or director | 1 | $0 |
| JOHN COOPER | TRUSTEE Trustee or director | 1 | $0 |
| ROBERT NINTEMAN | TRUSTEE Trustee or director | 1 | $0 |
| JOE RANGEL JR | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| EMPLOYEE ID 00468 | fund manager Key employee | 30 | $0 | $267,721 | $50,670 |
| EMPLOYEE ID 05084 | CHIEF INFORMATION OFFICER Highest-paid employee | 5 | $0 | $207,178 | $50,670 |
| EMPLOYEE ID 03493 | DIRECTOR OF TRAINING Highest-paid employee | 0 | $0 | $207,095 | $50,670 |
| EMPLOYEE ID 05145 | CHIEF FINANCIAL OFFICER Highest-paid employee | 7 | $0 | $206,363 | $50,670 |
| EMPLOYEE ID 00589 | DIRECTOR OF IT APPLICATIONS Highest-paid employee | 5 | $0 | $179,205 | $50,670 |
| EMPLOYEE ID 00889 | DIRECTOR OF HUMAN RESOURCES Highest-paid employee | 1 | $0 | $156,241 | $50,670 |
| DAVE GARBARINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| shawn kinsey | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| david sikorski | trustee Trustee or director | 1 | $0 | $0 | $0 |
| PERRY HAWKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JIM RYAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL CRAWFORD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STANLEY HOWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK VELASQUEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAIMIE ANGUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| KEN HUNT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE BUTOROVICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE GRECO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN COOPER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT NINTEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE RANGEL JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 25 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHARLES KILLIAN | CHIEF FINANCIAL OFFICER-PAST Highest-paid employee | 7 | $0 | $336,021 | $35,405 |
| MICHAEL B DE CHELLIS | fund manager Key employee | 30 | $0 | $234,343 | $48,135 |
| LARRY HOPKINS | DIRECTOR OF TRAINING Highest-paid employee | 0 | $0 | $200,508 | $58,392 |
| EDIK MAGARDOMYAN | CHIEF INFORMATION OFFICER Highest-paid employee | 5 | $0 | $187,186 | $48,135 |
| JOSEPH R EHRBAR | FUND MANAGER-PAST Key employee | 15 | $0 | $195,838 | $35,405 |
| DENISE DARWIN | DIRECTOR OF IT APPLICATIONS Highest-paid employee | 5 | $0 | $171,093 | $48,135 |
| LONG VOONG | DIRECTOR OF IT SECURITY/INFRA Highest-paid employee | 5 | $0 | $154,613 | $48,135 |
| RONALD J SIKORSKI | TRUSTEE-PAST Trustee or director | 1 | $0 | $0 | $0 |
| larry davison | trustee-past Trustee or director | 1 | $0 | $0 | $0 |
| DAVE GARBARINO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| shawn kinsey | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| david sikorski | trustee Trustee or director | 1 | $0 | $0 | $0 |
| PERRY HAWKINS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JIM RYAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL CRAWFORD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STANLEY HOWARD | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK VELASQUEZ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAIMIE ANGUS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES CHAPMAN | TRUSTEE-PAST Trustee or director | 1 | $0 | $0 | $0 |
| KEN HUNT | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GEORGE BUTOROVICH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE GRECO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN COOPER | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT NINTEMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE RANGEL JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 100 CORSON ST STE 100, PASADENA, CA 91103-3875
- In care of
- % MICHAEL B DE CHELLIS
- Principal officer (990 for 2024)
- MICHAEL B DE CHELLIS, 100 CORSON ST STE 100, PASADENA, CA 91103
- Signed the 990
- DAVID SIKORSKI, TRUSTEE
- Phone
- (626) 356-1000
- Website
- WWW.OEFI.ORG
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6034886 or by the name OPERATING ENGINEERS HEALTH & WELFARE FUND.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
SEE SCHEDULE O
Program accomplishments
- SEE SCHEDULE O
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 95-6034886
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1956
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $130,584,212
- Income (IRS master file)
- $433,728,164
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $319,856,070 | $355,467,128 | $130,584,212 | IRS |
| 990 | June 2024 | $313,233,018 | $337,865,941 | $147,480,917 | IRS |
| 990 | June 2023 | $299,981,733 | $309,909,840 | $152,565,524 | XML |
| 990 | June 2022 | $276,719,085 | $308,334,285 | $155,541,589 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 95-6034886).
Questions about OPERATING ENGINEERS HEALTH & WELFARE FUND
- What is the EIN of OPERATING ENGINEERS HEALTH & WELFARE FUND?
- The employer identification number (EIN) of OPERATING ENGINEERS HEALTH & WELFARE FUND is 95-6034886.
- Is OPERATING ENGINEERS HEALTH & WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1956.
- Are donations to OPERATING ENGINEERS HEALTH & WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS HEALTH & 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 HEALTH & WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS HEALTH & WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of OPERATING ENGINEERS HEALTH & WELFARE FUND?
- The 990 for the year ended June 30, 2025 names MICHAEL B DE CHELLIS.
- Who are the officers and directors of OPERATING ENGINEERS HEALTH & WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 21 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS HEALTH & WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $319,856,070, expenses of $355,467,128 and total assets of $130,584,212 at year end.
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