Nonprofit · EIN 95-6049026
OPERATING ENGINEERS SECURITY FUND
Also known as 501 LOCAL SECURITY FUND HEALTH & WE
Tax-exempt · WEST COVINA, CA 91793
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| September 30, 2025 | 990 | $64,072,447 | $66,140,692 | -$2,068,245 | $137,311,313 | $20,266,755 | $117,044,558 |
| September 30, 2024 | 990 | $63,748,807 | $59,157,490 | $4,591,317 | $130,281,600 | $17,830,318 | $112,451,282 |
| September 30, 2023 | 990 | $60,448,238 | $55,555,813 | $4,892,425 | $114,241,771 | $16,998,699 | $97,243,072 |
Financial details: 990 for the year ended September 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $60,942,349
- Investment income
- $3,086,891
- Net gain from sales of assets
- -$686,790
- Other revenue
- $43,207
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $63,012,919
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $111,284
- Accounting fees
- $369,349
Balance sheet and other
- Total assets, start of year
- $130,281,600
- Total assets, end of year
- $137,311,313
- Total liabilities, end of year
- $20,266,755
- Net assets, end of year
- $117,044,558
- Publicly traded securities
- $114,978,560
- Gross receipts
- $85,678,734
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1952
- 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 September 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| mike narez | trUSTEE Trustee or director | 1 | $0 |
| DENISE M VUKOJEVICH | vice chairman Trustee or director, Officer | 1 | $0 |
| EDWARD CURLY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| THOMAS F O'MAHAR | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS CROSSER | SECRETARY Trustee or director, Officer | 1 | $0 |
| DIEGO BACK | TRUSTEE Trustee or director | 1 | $0 |
| REGINALD DENSON | TRUSTEE Trustee or director | 1 | $0 |
| JOSE SOTO | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| CURTIS VAN BUSKIRK | TRUSTEE Trustee or director | 1 | $0 |
| PAUL POWELL | TRUSTEE Trustee or director | 1 | $0 |
| SEE SCH O FOR COMPENSATION | PAID BY RELATED ORGANIZATION Trustee or director | 0 | $0 |
990 for the year ended September 30, 2024: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD CURLY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DENISE M VUKOJEVICH | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| THOMAS CROSSER | SECRETARY Trustee or director, Officer | 1 | $0 |
| THOMAS F O'MAHAR | TRUSTEE Trustee or director | 1 | $0 |
| MIKE NAREZ | TRUSTEE Trustee or director | 1 | $0 |
| DIEGO BACK | TRUSTEE Trustee or director | 1 | $0 |
| REGINALD DENSON | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN PAGAC | TRUSTEE - TERM. 6/12/2024 Trustee or director | 1 | $0 |
| JOSE SOTO | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| CURTIS VAN BUSKIRK | TRUSTEE Trustee or director | 1 | $0 |
| PAUL POWELL | TRUSTEE - EFF. 11/08/2023 Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATI | PAID BY RELATED ORGANIZATION Trustee or director | 0 | $0 |
990 for the year ended September 30, 2023: 12 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EDWARD CURLY | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| DENISE M VUKOJEVICH | VICE CHAIRMAN Trustee or director, Officer | 1 | $0 |
| THOMAS CROSSER | SECRETARY Trustee or director, Officer | 1 | $0 |
| BRIAN PAGAC | TRUSTEE Trustee or director | 1 | $0 |
| REGINALD R DENSON | TRUSTEE Trustee or director | 1 | $0 |
| CURTIS VAN BUSKIRK | TRUSTEE Trustee or director | 1 | $0 |
| THOMAS F O'MAHAR | TRUSTEE Trustee or director | 1 | $0 |
| MIKE NAREZ | TRUSTEE Trustee or director | 1 | $0 |
| DIEGO BACK | TRUSTEE Trustee or director | 1 | $0 |
| JOSE SOTO | ALTERNATE TRUSTEE Trustee or director | 1 | $0 |
| WILL WEBSTER | TRUSTEE - PAST Trustee or director | 1 | $0 |
| SEE SCHEDULE O FOR COMPENSATION | PAID BY RELATED ORGANIZATION Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 990, WEST COVINA, CA 91793-0990
- In care of
- % BARRY OSHAROW
- Principal officer (990 for 2024)
- EDWARD CURLY, PO BOX 990, WEST COVINA, CA 91793
- Signed the 990
- EDWARD CURLY, CHAIRMAN
- Phone
- (626) 646-1079
- Return prepared by
- WITHUMSMITHBROWNPC
California records
California keeps its own records of charities and corporations. Search them by EIN 95-6049026 or by the name OPERATING ENGINEERS SECURITY 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
TO PROVIDE HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
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 September, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | September 30, 2026 | February 15, 2027 | Not due yet |
| 2024 | September 30, 2025 | February 16, 2026 | 990 on file |
| 2023 | September 30, 2024 | February 17, 2025 | 990 on file |
IRS record
- EIN
- 95-6049026
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1958
- Accounting year ends
- September
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $137,311,313
- Income (IRS master file)
- $85,678,734
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | September 2025 | $64,072,447 | $66,140,692 | $137,311,313 | XML |
| 990 | September 2024 | $63,748,807 | $59,157,490 | $130,281,600 | XML |
| 990 | September 2023 | $60,448,238 | $55,555,813 | $114,241,771 | XML |
| 990 | September 2022 | $56,913,937 | $48,746,090 | $102,185,036 | IRS |
| 990 | September 2021 | – | – | – | IRS |
| 990 | September 2020 | – | – | – | IRS |
| 990 | September 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 95-6049026).
Questions about OPERATING ENGINEERS SECURITY FUND
- What is the EIN of OPERATING ENGINEERS SECURITY FUND?
- The employer identification number (EIN) of OPERATING ENGINEERS SECURITY FUND is 95-6049026.
- Is OPERATING ENGINEERS SECURITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1958.
- Are donations to OPERATING ENGINEERS SECURITY FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS SECURITY 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 SECURITY FUND due?
- The return for tax year 2025 (the year ending September 30, 2026) is due February 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did OPERATING ENGINEERS SECURITY FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended September 2025.
- Who is the principal officer of OPERATING ENGINEERS SECURITY FUND?
- The 990 for the year ended September 30, 2025 names EDWARD CURLY.
- Who are the officers and directors of OPERATING ENGINEERS SECURITY FUND?
- The 990 for the year ended September 30, 2025 lists 11 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS SECURITY FUND have?
- On its 990 for the year ended September 30, 2025 it reported revenue of $64,072,447, expenses of $66,140,692 and total assets of $137,311,313 at year end.
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