OPERATING ENGINEERS LOCAL 139
Cite this
Plain text OPERATING ENGINEERS LOCAL 139. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/operating-engineers-local-139-237166771. Retrieved 2026-10-24.
APA furp.org. (n.d.). OPERATING ENGINEERS LOCAL 139 [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 24, 2026, from https://furp.org/org/operating-engineers-local-139-237166771
MLA “OPERATING ENGINEERS LOCAL 139.” furp.org, tax years 2009–2024, https://furp.org/org/operating-engineers-local-139-237166771. Accessed 24 Oct. 2026.
Retrieved 2026-10-24; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $196.2M · expenses $189.3M · assets $529.7M
- Also known as
- HEALTH BENEFIT FUND
- EIN
- 23-7166771
- Address
- PO BOX 160, PEWAUKEE, WI 53072-0160
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- March 1972 (when the IRS recognized its exemption)
- IRS status
- Exempt (unconditional) (IRS Business Master File) IRS data ↗
- Tax-deductible donations
- No
- Cross-check
- ProPublica Nonprofit Explorer
Mission
TO PROVIDE HEALTH AND OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER THE PLAN
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).
People paid by the organization
11 people paid across every filing: current people first, then by total pay from this organization. Organizations counts every nonprofit each person appears on.
| Name | Latest title | Years | Latest year pay | Total pay from here | Organizations |
|---|---|---|---|---|---|
| Terry Mcgowan | CHAIRMAN | 2009-2024 | $298,914 | $3,404,441 | 4 |
| Steve Buffalo | TRUSTEE | 2012-2024 | $268,046 | $2,968,921 | 4 |
| Dan Sperberg | TRUSTEE | 2009-2024 | $266,025 | $2,879,469 | 3 |
| Shane Griesbach | TRUSTEE | 2018-2024 | $269,684 | $1,720,752 | 3 |
| John Topp (former) | TRUSTEE | 2009-2019 | $206,423 | $1,412,208 | 15 |
| Leonard Shelton (former) | FORMER TRUSTEE | 2013-2018 | $228,400 | $1,256,283 | 2 |
| David Bohl (former) | FMR TRUSTEE | 2009-2015 | $167,423 | $588,417 | 14 |
| Ryan Oehlhof (former) | FMR TRUSTEE | 2011-2013 | $198,982 | $389,751 | 3 |
| Patrick Whiting (former) | FORMER TRUSTEE | 2015-2018 | $175,299 | $351,043 | 9 |
| Richard Wanta (former) | FMR CHAIRMAN | 2009-2015 | $50,074 | $190,570 | 5 |
| Charles Warner (former) | Fmr Trustee | 2009-2012 | $176,467 | $176,467 | 2 |
Officers and directors, no compensation reported
11 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.
| Name | Latest title | Years | Hrs/wk (latest) | Compensation | Organizations |
|---|---|---|---|---|---|
| Tim Peterson | TRUSTEE | 2009-2024 | 3 | $0 reported | 4 |
| Tom Wolf | SECRETARY | 2009-2024 | 3 | $0 reported | 2 |
| Matt Marcellis | TRUSTEE | 2020-2024 | 3 | $0 reported | 7 |
| Mary Jane Debattista | TRUSTEE | 2012-2024 | 3 | $0 reported | 1 |
| Mary Wilcox | FORMER TRUSTEE | 2015-2024 | 3 | $0 reported | 2 |
| Mike Testolin | TRUSTEE | 2024 | 3 | $0 reported | 5 |
| Jakob Anderson | TRUSTEE | 2024 | 3 | $0 reported | 2 |
| Dereck Allen (former) | TRUSTEE | 2021-2023 | 3 | $0 reported | 1 |
| Barry Scholz (former) | TRUSTEE | 2019-2020 | 3 | $0 reported | 18 |
| Charles Bowen (former) | Fmr Trustee | 2009-2012 | 3 | $0 reported | 1 |
| Dennis Luciani (former) | Asst. Sec-Treas | 2009-2010 | 3 | $0 reported | 2 |
People by year
2024 · 11 people listed · 4 paid, $1.1M · 168 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $210,463 | $88,451 | $298,914 | 4 |
| SHANE GRIESBACH | TRUSTEE | 3 | $0 | $181,233 | $88,451 | $269,684 | 3 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $179,595 | $88,451 | $268,046 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $177,574 | $88,451 | $266,025 | 3 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MATT MARCELLIS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 7 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | FORMER TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| MIKE TESTOLIN | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 5 |
| JAKOB ANDERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
2023 · 10 people listed · 4 paid, $1.1M · 169 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $204,450 | $84,778 | $289,228 | 4 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $172,760 | $84,778 | $257,538 | 4 |
| SHANE GRIESBACH | TRUSTEE | 3 | $0 | $172,705 | $84,778 | $257,483 | 3 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $171,946 | $84,778 | $256,724 | 3 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MATT MARCELLIS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 7 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| DERECK ALLEN | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2022 · 10 people listed · 4 paid, $1.0M · 168 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $199,822 | $80,822 | $280,644 | 4 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $168,463 | $80,822 | $249,285 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $167,971 | $80,822 | $248,793 | 3 |
| SHANE GRIESBACH | TRUSTEE | 3 | $0 | $167,674 | $80,822 | $248,496 | 3 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MATT MARCELLIS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 7 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| DERECK ALLEN | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2021 · 10 people listed · 4 paid, $1.0M · 150 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $197,440 | $77,545 | $274,985 | 4 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $166,049 | $77,545 | $243,594 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $165,730 | $77,545 | $243,275 | 3 |
| SHANE GRIESBACH | TRUSTEE | 3 | $0 | $165,484 | $77,545 | $243,029 | 3 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MATT MARCELLIS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 7 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| DERECK ALLEN | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2020 · 10 people listed · 4 paid, $994K · 185 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $199,021 | $73,559 | $272,580 | 4 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $166,917 | $73,559 | $240,476 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $166,709 | $73,559 | $240,268 | 3 |
| SHANE GRIESBACH | TRUSTEE | 3 | $0 | $166,642 | $73,559 | $240,201 | 3 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MATT MARCELLIS | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 7 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| BARRY SCHOLZ | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 18 |
2019 · 10 people listed · 5 paid, $1.2M · 174 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $192,097 | $73,430 | $265,527 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $160,387 | $73,430 | $233,817 | 3 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $160,257 | $73,430 | $233,687 | 4 |
| SHANE GRIESBACH | TRUSTEE | 3 | $0 | $160,046 | $73,430 | $233,476 | 3 |
| JOHN TOPP | TRUSTEE | 3 | $0 | $186,462 | $19,961 | $206,423 | 15 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| BARRY SCHOLZ | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 18 |
2018 · 11 people listed · 7 paid, $1.6M · 183 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $188,132 | $72,230 | $260,362 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $156,535 | $72,230 | $228,765 | 3 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $156,340 | $72,230 | $228,570 | 4 |
| LEONARD SHELTON | FORMER TRUSTEE | 3 | $0 | $156,170 | $72,230 | $228,400 | 2 |
| SHANE GRIESBACH | TRUSTEE | 3 | $0 | $156,153 | $72,230 | $228,383 | 3 |
| JOHN TOPP | TRUSTEE | 3 | $0 | $186,462 | $19,961 | $206,423 | 15 |
| PATRICK WHITING | FORMER TRUSTEE | 3 | $0 | $148,873 | $26,426 | $175,299 | 9 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
2017 · 10 people listed · 6 paid, $1.3M · 151 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $184,280 | $71,968 | $256,248 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $152,683 | $71,968 | $224,651 | 3 |
| LEONARD SHELTON | TRUSTEE | 3 | $0 | $152,381 | $71,968 | $224,349 | 2 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $152,309 | $71,968 | $224,277 | 4 |
| JOHN TOPP | TRUSTEE | 3 | $0 | $177,480 | $20,047 | $197,527 | 15 |
| PATRICK WHITING | TRUSTEE | 3 | $0 | $152,192 | $23,552 | $175,744 | 9 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
2016 · 10 people listed · 5 paid, $1.1M · 151 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $180,190 | $70,110 | $250,300 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $148,615 | $70,110 | $218,725 | 3 |
| LEONARD SHELTON | TRUSTEE | 3 | $0 | $148,323 | $70,110 | $218,433 | 2 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $148,300 | $70,110 | $218,410 | 4 |
| JOHN TOPP | TRUSTEE | 3 | $0 | $173,950 | $19,580 | $193,530 | 15 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| PATRICK WHITING | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 9 |
2015 · 12 people listed · 7 paid, $1.3M · 168 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | CHAIRMAN | 3 | $0 | $178,608 | $89,710 | $268,318 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $146,549 | $89,710 | $236,259 | 3 |
| LEONARD SHELTON | TRUSTEE | 3 | $0 | $146,229 | $89,710 | $235,939 | 2 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $146,087 | $89,710 | $235,797 | 4 |
| DAVID BOHL | FMR TRUSTEE | 3 | $0 | $143,602 | $23,821 | $167,423 | 14 |
| JOHN TOPP | TRUSTEE | 3 | $0 | $138,500 | $15,235 | $153,735 | 15 |
| RICHARD WANTA | FMR CHAIRMAN | 3 | $0 | $50,074 | $0 | $50,074 | 5 |
| TOM WOLF | SECRETARY | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| MARY WILCOX | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| PATRICK WHITING | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 9 |
2014 · 10 people listed · 7 paid, $1.2M · 152 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | SECRETARY | 3 | $0 | $173,562 | $61,465 | $235,027 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $142,127 | $61,465 | $203,592 | 3 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $141,605 | $61,465 | $203,070 | 4 |
| LEONARD SHELTON | TRUSTEE | 3 | $0 | $124,515 | $61,465 | $185,980 | 2 |
| DAVID BOHL | TRUSTEE | 3 | $0 | $135,187 | $23,143 | $158,330 | 14 |
| JOHN TOPP | TRUSTEE | 3 | $0 | $138,500 | $15,235 | $153,735 | 15 |
| RICHARD WANTA | CHAIRMAN | 3 | $0 | $50,073 | $0 | $50,073 | 5 |
| TOM WOLF | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2013 · 11 people listed · 8 paid, $1.3M · 123 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | SECRETARY | 3 | $0 | $171,903 | $59,190 | $231,093 | 4 |
| RYAN OEHLHOF | FMR TRUSTEE | 3 | $0 | $139,792 | $59,190 | $198,982 | 3 |
| STEVE BUFFALO | TRUSTEE | 3 | $0 | $139,230 | $59,190 | $198,420 | 4 |
| DAN SPERBERG | TRUSTEE | 3 | $0 | $138,738 | $59,190 | $197,928 | 3 |
| LEONARD SHELTON | TRUSTEE | 3 | $0 | $103,992 | $59,190 | $163,182 | 2 |
| JOHN TOPP | TRUSTEE | 3 | $0 | $138,500 | $15,235 | $153,735 | 15 |
| DAVID BOHL | TRUSTEE | 3 | $0 | $112,264 | $21,080 | $133,344 | 14 |
| RICHARD WANTA | CHAIRMAN | 3 | $0 | $46,183 | $0 | $46,183 | 5 |
| TOM WOLF | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2012 · 12 people listed · 8 paid, $1.2M · 63 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TERRY MCGOWAN | Secretary-Treas | 3 | $0 | $163,025 | $58,190 | $221,215 | 4 |
| RYAN OEHLHOF | Trustee | 3 | $0 | $132,579 | $58,190 | $190,769 | 3 |
| CHARLES WARNER | Fmr Trustee | 3 | $0 | $121,907 | $54,560 | $176,467 | 2 |
| STEVE BUFFALO | Trustee | 3 | $0 | $109,561 | $58,190 | $167,751 | 4 |
| JOHN TOPP | Trustee | 3 | $0 | $139,000 | $8,100 | $147,100 | 15 |
| DAVID BOHL | Trustee | 3 | $0 | $108,241 | $21,079 | $129,320 | 14 |
| DAN SPERBERG | Trustee | 3 | $0 | $75,024 | $5,623 | $80,647 | 3 |
| RICHARD WANTA | Chairman | 3 | $0 | $44,240 | $0 | $44,240 | 5 |
| TOM WOLF | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| CHARLES BOWEN | Fmr Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| TIM PETERSON | Trustee | 3 | $0 | $0 | $0 | $0 | 4 |
| MARY JANE DEBATTISTA | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2011 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| DAVID BOHL | Asst. Chairman | 3 | $0 | $0 | $0 | $0 | 14 |
| RICHARD WANTA | Chairman | 3 | $0 | $0 | $0 | $0 | 5 |
| JOHN TOPP | Trustee | 3 | $0 | $0 | $0 | $0 | 15 |
| TIM PETERSON | Trustee | 3 | $0 | $0 | $0 | $0 | 4 |
| CHARLES BOWEN | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| DAN SPERBERG | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| CHARLES WARNER | Asst. Sec-Treas | 3 | $0 | $0 | $0 | $0 | 2 |
| RYAN OEHLHOF | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| TOM WOLF | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| TERRY MCGOWAN | Secretary-Treas | 3 | $0 | $0 | $0 | $0 | 4 |
2010 · 10 people listed · none paid · 1 employee
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TOM WOLF | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | Trustee | 3 | $0 | $0 | $0 | $0 | 4 |
| TERRY MCGOWAN | Secretary-Treas | 3 | $0 | $0 | $0 | $0 | 4 |
| RICHARD WANTA | Chairman | 3 | $0 | $0 | $0 | $0 | 5 |
| JOHN TOPP | Trustee | 3 | $0 | $0 | $0 | $0 | 15 |
| DENNIS LUCIANI | Asst. Sec-Treas | 3 | $0 | $0 | $0 | $0 | 2 |
| DAVID BOHL | Asst. Chairman | 3 | $0 | $0 | $0 | $0 | 14 |
| DAN SPERBERG | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| CHARLES WARNER | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| CHARLES BOWEN | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2009 · 10 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| TOM WOLF | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| TIM PETERSON | Trustee | 3 | $0 | $0 | $0 | $0 | 4 |
| TERRY MCGOWAN | Secretary-Treas | 3 | $0 | $0 | $0 | $0 | 4 |
| RICHARD WANTA | Chairman | 3 | $0 | $0 | $0 | $0 | 5 |
| JOHN TOPP | Trustee | 3 | $0 | $0 | $0 | $0 | 15 |
| DENNIS LUCIANI | Asst. Sec-Treas | 3 | $0 | $0 | $0 | $0 | 2 |
| DAVID BOHL | Asst. Chairman | 3 | $0 | $0 | $0 | $0 | 14 |
| DAN SPERBERG | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| CHARLES WARNER | Trustee | 3 | $0 | $0 | $0 | $0 | 2 |
| CHARLES BOWEN | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 5 contractors · $7.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $3,429,523 |
| BENESYS | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,952,098 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $951,829 |
| BRIDGEWAY | BALTIMORE, MD | SERVICE AGREEMENTS | $387,391 |
| SEGAL SELECT | NEW YORK, NY | CONSULTING FEES | $233,730 |
2023 · 5 contractors · $6.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $3,324,362 |
| BENESYS | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,864,343 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $897,129 |
| RREEF | CHICAGO, IL | INVESTMENT FEES | $412,501 |
| OPTUMRX | MAPLE SHADE, NJ | RX ADMINISTRATION | $361,585 |
2022 · 5 contractors · $6.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $3,081,430 |
| BENESYS | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,775,261 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $687,466 |
| OPTUMRX | MAPLE SHADE, NJ | RX ADMINISTRATION | $480,236 |
| RREEF | CHICAGO, IL | INVESTMENT FEES | $335,971 |
2021 · 5 contractors · $6.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $3,011,742 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,761,960 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $680,279 |
| SEGAL | CHICAGO, IL | CONSULTING FEES | $309,716 |
| OPTUMRX | MAPLE SHADE, NJ | RX ADMINISTRATION | $224,717 |
2020 · 5 contractors · $5.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $3,048,597 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,629,439 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $634,586 |
| OPTUMRX | MAPLE SHADE, NJ | RX ADMINISTRATION | $427,113 |
| SEGAL | CHICAGO, IL | CONSULTING FEES | $209,457 |
2019 · 5 contractors · $6.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $3,011,980 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,834,695 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $824,697 |
| OPTUMRX | MAPLE SHADE, NJ | RX ADMINISTRATION | $454,789 |
| INNOVATIVE SOFTWARE SOLUTIONS INC | CHERRY HILL, NJ | INFORMATION TECHNOLOGY SERVICES | $304,029 |
2018 · 5 contractors · $5.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $2,685,676 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,697,048 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $834,300 |
| SILVERSCRIPT INS CO | PHOENIX, AZ | RX ADMININSTRATION | $331,792 |
| BEACH POINT CAPITAL MANAGEMENT | SANTA MONICA, CA | INVESTMENT SERVICES | $182,922 |
2017 · 5 contractors · $5.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $2,465,563 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,673,328 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $686,645 |
| SILVERSCRIPT INS CO | PHOENIX, AZ | RX ADMININSTRATION | $322,540 |
| INNVOTIVE SOFTWARE SOLUTIONS INC | MAPLE SHADE, NJ | IT SERVICES | $191,459 |
2016 · 5 contractors · $5.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $2,402,001 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,650,506 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $622,316 |
| SILVERSCRIPT INS CO | PHOENIX, AZ | RX ADMININSTRATION | $327,676 |
| INNVOTIVE SOFTWARE SOLUTIONS INC | MAPLE SHADE, NJ | IT SERVICES | $166,585 |
2015 · 5 contractors · $5.1M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $2,449,128 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,666,207 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $556,877 |
| SILVERSCRIPT INS CO | PHOENIX, AZ | RX ADMININSTRATION | $325,987 |
| THE SEGAL COMPANY | CHICAGO, IL | CONSULTING FEES | $139,142 |
2014 · 5 contractors · $4.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $2,073,620 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,779,763 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $507,163 |
| SILVERSCRIPT INS CO | PHOENIX, AZ | RX ADMININSTRATION | $330,796 |
| JOHNSON BANK | MILWAUKEE, WI | INVESTMENT FEES | $172,033 |
2013 · 5 contractors · $4.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | PPO ACCESS AND ADMIN | $1,956,021 | |
| CARDAY ASSOCIATES INC | THIRD PARTY ADMIN | $1,665,421 | |
| CASE MANAGEMENT SPECIALISTS INC | CONSULTING FEES | $407,446 | |
| SILVERSCRIPT INS CO | RX ADMININSTRATION | $342,763 | |
| ROBERT W BAIRD & CO INC | INVESTMENT FEES | $154,869 |
2012 · 5 contractors · $4.2M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $1,845,621 |
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,480,534 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $370,998 |
| CVS CAREMARK | NORTHBROOK, IL | RX ADMIN FEE | $289,057 |
| COMPSYCH | CHICAGO, IL | MENTAL HEALTH SER | $237,489 |
2011 · 5 contractors · $4.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,944,670 |
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $1,788,397 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $358,355 |
| CVS CAREMARK | NORTHBROOK, IL | RX ADMIN FEE | $309,905 |
| COMPSYCH | CHICAGO, IL | MENTAL HEALTH SER | $233,223 |
2010 · 5 contractors · $4.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,972,499 |
| ANTHEMBCBS | MASON, OH | PPO ACCESS AND ADMIN | $1,487,025 |
| UNITED HEALTH CARE | GREEN BAY, WI | PPO ACCESS FEES | $349,354 |
| CVS CAREMARK | NORTHBROOK, IL | RX ADMIN FEE | $300,550 |
| CASE MANAGEMENT SPECIALISTS INC | NASHOTAH, WI | CONSULTING FEES | $288,212 |
2009 · 5 contractors · $3.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| CARDAY ASSOCIATES INC | PEWAUKEE, WI | THIRD PARTY ADMIN | $1,965,751 |
| UNITED HEALTH CARE | GREEN BAY, WI | PPO ACCESS FEES | $1,050,639 |
| COMPSYCH | CHICAGO, IL | EMPLOYEE ASSIT PROG | $263,751 |
| THE SEGAL COMPANY | CHICAGO, IL | PLAN CONSULTING | $247,322 |
| CVS CAREMARK | NORTHBROOK, IL | RX ADMIN FEE | $212,837 |
Who gave
Contributor names are not public for this form type.
Public charities filing Form 990 or 990-EZ report large donors on Schedule B, but the IRS withholds their names and addresses from public copies. Private foundations (990-PF) are different: their contributors are public.
Finances
Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.
| Revenue | Expenses | Assets | Net assets | Contributions | Program revenue | Officer pay | Employees | Volunteers |
|---|---|---|---|---|---|---|---|---|
| 2024 · Form 990 | ||||||||
| $196,179,259 | $189,294,904 | $529,707,201 | $430,101,921 | $0 | $180,963,331 | $0 | 168 | 0 |
| 2023 · Form 990 | ||||||||
| $177,187,500 | $177,886,388 | $487,111,809 | $395,191,197 | $0 | $166,647,526 | $0 | 169 | 0 |
| 2022 · Form 990 | ||||||||
| $161,903,860 | $166,387,256 | $449,736,471 | $360,566,475 | $0 | $156,523,380 | $0 | 168 | 0 |
| 2022 · Form 990 | ||||||||
| $161,903,860 | $166,387,256 | $449,736,471 | $360,566,475 | $0 | $156,523,380 | $0 | 168 | 0 |
| 2021 · Form 990 | ||||||||
| $196,264,611 | $145,636,109 | $445,469,053 | $366,688,429 | $0 | $141,687,747 | $0 | 150 | 0 |
| 2020 · Form 990 | ||||||||
| $159,316,808 | $150,658,678 | $462,021,305 | $384,932,614 | $0 | $136,314,725 | $0 | 185 | 0 |
| 2019 · Form 990 | ||||||||
| $148,771,335 | $134,743,220 | $400,186,940 | $330,698,167 | $0 | $138,613,555 | $0 | 174 | 0 |
| 2018 · Form 990 | ||||||||
| $147,210,393 | $139,776,080 | $373,761,533 | $307,771,188 | $0 | $134,088,172 | $0 | 183 | 0 |
| 2017 · Form 990 | ||||||||
| $141,127,076 | $131,598,641 | $361,702,272 | $301,340,441 | $0 | $129,988,421 | $0 | 151 | 0 |
| 2016 · Form 990 | ||||||||
| $137,218,992 | $129,295,952 | $339,760,392 | $283,680,198 | $0 | $118,995,734 | $0 | 151 | 0 |
| 2015 · Form 990 | ||||||||
| $124,951,151 | $123,481,241 | $320,854,341 | $269,534,640 | $0 | $117,990,016 | $0 | 168 | 0 |
| 2014 · Form 990 | ||||||||
| $131,900,259 | $120,009,601 | $317,992,018 | $272,362,417 | $0 | $116,611,608 | $0 | 152 | 0 |
| 2013 · Form 990 | ||||||||
| $116,733,130 | $105,493,153 | $303,478,184 | $263,855,845 | $0 | $105,408,470 | $0 | 123 | 0 |
| 2012 · Form 990 | ||||||||
| $110,301,539 | $98,471,467 | $279,367,253 | $243,483,504 | $0 | $97,981,315 | $0 | 63 | 0 |
| 2011 · Form 990 | ||||||||
| $110,469,018 | $97,420,466 | $252,427,353 | $221,393,805 | $0 | $100,976,503 | $0 | 0 | - |
| 2010 · Form 990 | ||||||||
| $100,079,701 | $94,484,696 | $240,446,991 | $212,177,795 | $0 | $94,825,625 | $0 | 1 | - |
| 2009 · Form 990 | ||||||||
| $101,143,266 | $91,431,192 | $213,118,907 | $187,411,452 | $0 | $93,384,246 | $0 | 0 | - |
Connected to
Organizations that list some of the same people on their returns (officers, directors, key employees on this organization’s latest return), and related organizations it lists on Schedule R.
- WISCONSIN OPERATING ENGINEERS SKILL IMPROVEMENT AND APPRENTICESHIP FUN Pewaukee, WI · 7 people in common (Matt Marcellis, Mike Testolin, Shane Griesbach) · related organization (Schedule R)
- INTERNATIONAL UNION OF OPERATING ENGINEERS 139 Pewaukee, WI · 4 people in common (Dan Sperberg, Shane Griesbach, Steve Buffalo) · related organization (Schedule R)
- WISCONSIN LABORERS HEALTH FUND Deforest, WI · 3 people in common (Jakob Anderson, Mary Wilcox, Mike Testolin)
- LABOR MANAGEMENT COOPERATION TR Pewaukee, WI · 3 people in common (Dan Sperberg, Mike Testolin, Steve Buffalo) · related organization (Schedule R)
- WISCONSIN MASONS HEALTH CARE FUND Madison, WI · 2 people in common (Matt Marcellis, Mike Testolin)
- WISCONSIN INFRASTRUCTURE INVESTMENT NOW INC Madison, WI · 2 people in common (Terry Mcgowan, Tim Peterson)
- IRON WORKERS-8 WELFARE FUND Oak Brook, IL · 1 person in common (Matt Marcellis)
- MILWAUKEE PAINTERS LOCAL UNION NO 781 WELFARE FUND Milwaukee, WI · 1 person in common (Matt Marcellis)
- WISCONSIN LABORERS APPRENTICESHIP AND TRAINING FUND Deforest, WI · 1 person in common (Tim Peterson)
- CONSTRUCTION LABOR MANAGEMENT COUNCIL OF SOUTHEAST WISCONSIN INC Milwaukee, WI · 1 person in common (Matt Marcellis)
- ALLIED CONSTRUCTION EMPLOYERS ASSOCIATION INC Wauwatosa, WI · 1 person in common (Matt Marcellis) · related organization (Schedule R)
- JOINT LABOR MANAGEMENT WORK PRESERVATION FUND Madison, WI · related organization (Schedule R)
- WISCONSIN TRANSPORTATION BUILDERS ASSOCIATION INC Madison, WI · related organization (Schedule R)
- WISCONSIN CHAPTER THE ASSOCIATED GENERAL CONTRACTORS OF AMERICA INC Madison, WI · related organization (Schedule R)
- WISCONSIN UNDERGROUND CONTRACTORS ASSOCIATION INC Waukesha, WI · related organization (Schedule R)
- ASSOCIATED EARTH MOVERS INC Sun Prairie, WI · related organization (Schedule R)
Funders of this organization
Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).
Similar organizations
Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (41)
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| OPERATING ENGINEERS LOCAL 825 WELFARE FUND | NJ | Not reported | $218,933,865 | $219,672,900 | CHAIRMAN -UNION TRUSTEE | $396,501 | Similar name, revenue within 2x, similar mission |
| OPERATING ENGINEERS LOCAL 324 HEALTH CARE FUND | MI | Not reported | $170,773,741 | $167,355,072 | LABOR TRUSTEE, SECRETARY | $292,657 | Similar name, revenue within 2x, similar mission |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 12 | CA | Not reported | $48,985,687 | $40,691,869 | BUSINESS MANAGER | $369,309 | Similar name, revenue within 5x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 3 | CA | Not reported | $77,708,150 | $66,480,160 | BUSINESS MANAGER | $528,962 | Similar name, revenue within 5x |
| OPERATING ENGINEERS LOCAL 150 APPRENTICESHIP FUND | IL | J22 | $44,322,054 | $31,168,446 | ADMINISTRATIVE MANAGER | $431,286 | Similar name, revenue within 5x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS 139 | WI | Not reported | $20,917,977 | $16,532,265 | President/Busines Mgr | $310,956 | Similar name, revenue within 10x, same state |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 98 | MA | Not reported | $17,375,828 | $15,856,200 | FUND ADMINISTRATOR | $225,846 | Similar name, revenue differs more than 10x, similar mission |
| OPERATING ENGINEERS LOCAL 148 | MO | Not reported | $2,085,133 | $1,747,546 | BUSINESS MANAGER | $174,594 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 825 | NJ | J22 | $11,842,503 | $11,444,542 | DIRECTOR OF TRAINING | $307,614 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS UNION LOCAL 30 30-A 30-B & 30-C | NY | Not reported | $2,938,914 | $3,081,479 | UNION TRUSTEE - CHAIRMAN | $561,012 | Similar name, revenue differs more than 10x, similar mission |
| OPERATING ENGINEERS LOCAL 148 | IL | Not reported | $533,428 | $572,377 | PRES/TREAS | $25,564 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 101 | MO | Not reported | $6,059,312 | $4,124,881 | DIRECTOR | $216,893 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 14-14B TRAINING FUND | NY | J22 | $2,895,881 | $3,614,314 | TRAINING DIRECTOR - THRU 01/25 | $375,008 | Similar name, revenue differs more than 10x, similar mission |
| OPERATING ENGINEERS LOCAL NO 37 VACATION FUND | MD | Not reported | $615,679 | $620,458 | CHAIRMAN | $152,687 | Similar name, revenue differs more than 10x, similar mission |
| OPERATING ENGINEERS LOCAL UNION NO 3 | CA | Not reported | $71 | $0 | TRUSTEE | $0 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 832 | NY | Not reported | $36,150 | $43,183 | TREASURER | $0 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 312 | AL | Not reported | $570,346 | $486,225 | TRUSTEE | $168,588 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 324 | MI | Not reported | $1,982,216 | $1,543,546 | LABOR TRUSTEE | $292,657 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 825 SUB FUND | NJ | Not reported | $10,564,099 | $7,731,181 | DIRECTOR ACCOUNTING & FINA | $253,999 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 17 TRAINING FUND | NY | Not reported | $2,314,189 | $1,797,319 | UNION TRST./ | $217,706 | Similar name, revenue differs more than 10x |
| LOCAL 15 OPERATING ENGINEERS SCHOLARSHIP FUND | NY | B82 | $127,944 | $121,656 | CHAIRMAN EFF 1/20/2025 | $0 | Similar name, revenue differs more than 10x |
| OPERATING ENGINEERS LOCAL 101 VACATION FUND PROGRAM | MO | Not reported | $6,237,611 | $6,785,596 | CO-CHAIR | $217,093 | Similar name, revenue differs more than 10x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 17 | NY | Not reported | $4,116,524 | $3,535,667 | BUSINESS MAN | $234,921 | Similar name, revenue differs more than 10x |
| INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 | NY | Not reported | $3,089,358 | $2,728,364 | PRESIDENT | $373,120 | Similar name, revenue differs more than 10x |
| K I D S OF THE LOCAL 14 OPERATING ENGINEERS INC | NY | Not reported | $72,950 | $69,080 | CHAIRPERSON | $0 | Similar name, revenue differs more than 10x |
Who funds organizations like this
Not reported: none of these organizations has foundation or DAF-sponsor grants in the filings we have.
The full list · all similar organizations
Where the money went
Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.
2024 · Form 990 · $189,294,904 spent · pay $0 · grants $0 · events $7,336
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $179,828,101 | - | - | - | 95.0% | |
| Fees: other services | $4,815,708 | - | - | - | 2.5% | |
| Fees: management | $1,967,558 | - | - | - | 1.0% | |
| Fees: investment management | $1,225,458 | - | - | - | 0.6% | |
| Information technology | $382,972 | - | - | - | 0.2% | |
| Office expenses | $379,287 | - | - | - | 0.2% | |
| Fees: legal | $286,113 | - | - | - | 0.2% | |
| Occupancy | $186,861 | - | - | - | 0.1% | |
| Insurance | $82,428 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $59,634 | - | - | - | 0.0% |
| Fees: accounting | $41,961 | - | - | - | 0.0% | |
| Depreciation and depletion | $31,487 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $7,336 | - | - | - | 0.0% | |
| Total | $189,294,904 | 100% |
2023 · Form 990 · $177,886,388 spent · pay $0 · grants $0 · events $8,640
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $168,357,804 | - | - | - | 94.6% | |
| Fees: other services | $5,181,279 | - | - | - | 2.9% | |
| Fees: management | $1,894,715 | - | - | - | 1.1% | |
| Fees: investment management | $1,091,931 | - | - | - | 0.6% | |
| Office expenses | $431,826 | - | - | - | 0.2% | |
| Information technology | $328,762 | - | - | - | 0.2% | |
| Fees: legal | $204,557 | - | - | - | 0.1% | |
| Occupancy | $182,751 | - | - | - | 0.1% | |
| Insurance | $81,544 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $53,521 | - | - | - | 0.0% |
| Fees: accounting | $36,075 | - | - | - | 0.0% | |
| Depreciation and depletion | $32,983 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $8,640 | - | - | - | 0.0% | |
| Total | $177,886,388 | 100% |
2022 · Form 990 · $166,387,256 spent · pay $0 · grants $0 · events $5,410
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $157,557,130 | - | - | - | 94.7% | |
| Fees: other services | $4,616,297 | - | - | - | 2.8% | |
| Fees: management | $1,844,742 | - | - | - | 1.1% | |
| Fees: investment management | $1,088,432 | - | - | - | 0.7% | |
| Office expenses | $363,780 | - | - | - | 0.2% | |
| Information technology | $309,222 | - | - | - | 0.2% | |
| Fees: legal | $238,707 | - | - | - | 0.1% | |
| Occupancy | $180,260 | - | - | - | 0.1% | |
| Insurance | $64,812 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $50,521 | - | - | - | 0.0% |
| Fees: accounting | $35,420 | - | - | - | 0.0% | |
| Depreciation and depletion | $32,523 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $5,410 | - | - | - | 0.0% | |
| Total | $166,387,256 | 100% |
2021 · Form 990 · $145,636,109 spent · pay $0 · grants $0 · events $4,688
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $137,130,524 | - | - | - | 94.2% | |
| Fees: other services | $4,439,042 | - | - | - | 3.0% | |
| Fees: management | $1,762,471 | - | - | - | 1.2% | |
| Fees: investment management | $1,124,351 | - | - | - | 0.8% | |
| Office expenses | $342,660 | - | - | - | 0.2% | |
| Information technology | $278,369 | - | - | - | 0.2% | |
| Fees: legal | $223,739 | - | - | - | 0.2% | |
| Occupancy | $167,100 | - | - | - | 0.1% | |
| Insurance | $51,310 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $47,805 | - | - | - | 0.0% |
| Fees: accounting | $33,785 | - | - | - | 0.0% | |
| Depreciation and depletion | $30,265 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $4,688 | - | - | - | 0.0% | |
| Total | $145,636,109 | 100% |
2020 · Form 990 · $150,658,678 spent · pay $0 · grants $0 · events $1,465
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $142,665,755 | - | - | - | 94.7% | |
| Fees: other services | $4,249,122 | - | - | - | 2.8% | |
| Fees: management | $1,655,993 | - | - | - | 1.1% | |
| Fees: investment management | $1,066,058 | - | - | - | 0.7% | |
| Office expenses | $285,539 | - | - | - | 0.2% | |
| Information technology | $260,526 | - | - | - | 0.2% | |
| Occupancy | $167,100 | - | - | - | 0.1% | |
| Fees: legal | $157,322 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $44,597 | - | - | - | 0.0% |
| Insurance | $43,773 | - | - | - | 0.0% | |
| Depreciation and depletion | $32,778 | - | - | - | 0.0% | |
| Fees: accounting | $28,650 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $1,465 | - | - | - | 0.0% | |
| Total | $150,658,678 | 100% |
2019 · Form 990 · $134,743,220 spent · pay $0 · grants $0 · events $11,142
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $126,493,454 | - | - | - | 93.9% | |
| Fees: other services | $4,466,839 | - | - | - | 3.3% | |
| Fees: management | $1,711,244 | - | - | - | 1.3% | |
| Fees: investment management | $978,283 | - | - | - | 0.7% | |
| Office expenses | $280,006 | - | - | - | 0.2% | |
| Information technology | $260,749 | - | - | - | 0.2% | |
| Fees: legal | $229,763 | - | - | - | 0.2% | |
| Occupancy | $167,100 | - | - | - | 0.1% | |
| Other (as described) | PCORI FEES | $41,861 | - | - | - | 0.0% |
| Insurance | $41,834 | - | - | - | 0.0% | |
| Fees: accounting | $30,980 | - | - | - | 0.0% | |
| Depreciation and depletion | $29,965 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $11,142 | - | - | - | 0.0% | |
| Total | $134,743,220 | 100% |
2018 · Form 990 · $139,776,080 spent · pay $0 · grants $0 · events $12,640
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $131,649,227 | - | - | - | 94.2% | |
| Fees: other services | $4,446,425 | - | - | - | 3.2% | |
| Fees: management | $1,766,182 | - | - | - | 1.3% | |
| Fees: investment management | $859,662 | - | - | - | 0.6% | |
| Office expenses | $299,816 | - | - | - | 0.2% | |
| Information technology | $249,645 | - | - | - | 0.2% | |
| Fees: legal | $167,494 | - | - | - | 0.1% | |
| Occupancy | $167,100 | - | - | - | 0.1% | |
| Insurance | $50,719 | - | - | - | 0.0% | |
| Other (as described) | PCORI FEES | $38,913 | - | - | - | 0.0% |
| Depreciation and depletion | $38,551 | - | - | - | 0.0% | |
| Fees: accounting | $29,706 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $12,640 | - | - | - | 0.0% | |
| Total | $139,776,080 | 100% |
2017 · Form 990 · $131,598,641 spent · pay $0 · grants $0 · events $7,596
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $123,917,770 | - | - | - | 94.2% | |
| Fees: other services | $4,088,322 | - | - | - | 3.1% | |
| Fees: management | $1,698,538 | - | - | - | 1.3% | |
| Fees: investment management | $899,381 | - | - | - | 0.7% | |
| Office expenses | $248,244 | - | - | - | 0.2% | |
| Information technology | $234,487 | - | - | - | 0.2% | |
| Fees: legal | $177,310 | - | - | - | 0.1% | |
| Occupancy | $167,100 | - | - | - | 0.1% | |
| Depreciation and depletion | $48,548 | - | - | - | 0.0% | |
| Insurance | $44,565 | - | - | - | 0.0% | |
| Other (as described) | ACA AND PCORI FEES | $37,114 | - | - | - | 0.0% |
| Fees: accounting | $29,666 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $7,596 | - | - | - | 0.0% | |
| Total | $131,598,641 | 100% |
2016 · Form 990 · $129,295,952 spent · pay $0 · grants $0 · events $13,145
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $121,810,079 | - | - | - | 94.2% | |
| Fees: other services | $3,950,907 | - | - | - | 3.1% | |
| Fees: management | $1,646,257 | - | - | - | 1.3% | |
| Fees: investment management | $687,951 | - | - | - | 0.5% | |
| Other (as described) | ACA AND PCORI FEES | $321,204 | - | - | - | 0.2% |
| Information technology | $225,044 | - | - | - | 0.2% | |
| Office expenses | $186,535 | - | - | - | 0.1% | |
| Occupancy | $171,820 | - | - | - | 0.1% | |
| Fees: legal | $167,779 | - | - | - | 0.1% | |
| Depreciation and depletion | $47,176 | - | - | - | 0.0% | |
| Insurance | $39,555 | - | - | - | 0.0% | |
| Fees: accounting | $28,500 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $13,145 | - | - | - | 0.0% | |
| Total | $129,295,952 | 100% |
2015 · Form 990 · $123,481,241 spent · pay $0 · grants $0 · events $31,669
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $116,367,176 | - | - | - | 94.2% | |
| Fees: other services | $3,595,401 | - | - | - | 2.9% | |
| Fees: management | $1,657,599 | - | - | - | 1.3% | |
| Other (as described) | ACA AND PCORI FEES | $476,732 | - | - | - | 0.4% |
| Fees: investment management | $423,069 | - | - | - | 0.3% | |
| Information technology | $204,146 | - | - | - | 0.2% | |
| Office expenses | $195,961 | - | - | - | 0.2% | |
| Occupancy | $184,524 | - | - | - | 0.1% | |
| Fees: legal | $162,170 | - | - | - | 0.1% | |
| Other (as described) | PARTICIPANT LIASON REIM | $74,646 | - | - | - | 0.1% |
| Depreciation and depletion | $42,008 | - | - | - | 0.0% | |
| Insurance | $38,785 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $31,669 | - | - | - | 0.0% | |
| Fees: accounting | $27,355 | - | - | - | 0.0% | |
| Total | $123,481,241 | 100% |
2014 · Form 990 · $120,009,601 spent · pay $0 · grants $0 · events $12,580
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $112,953,420 | - | - | - | 94.1% | |
| Fees: other services | $3,428,654 | - | - | - | 2.9% | |
| Fees: management | $1,704,296 | - | - | - | 1.4% | |
| Other (as described) | ACA AND PCORI FEES | $635,082 | - | - | - | 0.5% |
| Fees: investment management | $484,606 | - | - | - | 0.4% | |
| Occupancy | $184,524 | - | - | - | 0.2% | |
| Information technology | $174,768 | - | - | - | 0.1% | |
| Fees: legal | $160,342 | - | - | - | 0.1% | |
| Office expenses | $95,286 | - | - | - | 0.1% | |
| Other (as described) | PARTICIPANT LIASON REIM | $71,216 | - | - | - | 0.1% |
| Depreciation and depletion | $41,512 | - | - | - | 0.0% | |
| Insurance | $37,266 | - | - | - | 0.0% | |
| Fees: accounting | $26,049 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $12,580 | - | - | - | 0.0% | |
| Total | $120,009,601 | 100% |
2013 · Form 990 · $105,493,153 spent · pay $0 · grants $0 · events $5,973
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $99,573,997 | - | - | - | 94.4% | |
| Fees: other services | $3,147,978 | - | - | - | 3.0% | |
| Fees: management | $1,685,466 | - | - | - | 1.6% | |
| Fees: investment management | $394,498 | - | - | - | 0.4% | |
| Occupancy | $184,524 | - | - | - | 0.2% | |
| Information technology | $163,906 | - | - | - | 0.2% | |
| Fees: legal | $135,881 | - | - | - | 0.1% | |
| Office expenses | $88,234 | - | - | - | 0.1% | |
| Depreciation and depletion | $53,136 | - | - | - | 0.1% | |
| Insurance | $33,547 | - | - | - | 0.0% | |
| Fees: accounting | $26,013 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $5,973 | - | - | - | 0.0% | |
| Total | $105,493,153 | 100% |
2012 · Form 990 · $98,471,467 spent · pay $0 · grants $0 · events $21,372
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $92,729,240 | - | - | - | 94.2% | |
| Fees: other services | $3,040,602 | - | - | - | 3.1% | |
| Fees: management | $1,633,108 | - | - | - | 1.7% | |
| Fees: investment management | $377,836 | - | - | - | 0.4% | |
| Occupancy | $184,524 | - | - | - | 0.2% | |
| Information technology | $156,002 | - | - | - | 0.2% | |
| Fees: legal | $144,004 | - | - | - | 0.1% | |
| Office expenses | $67,975 | - | - | - | 0.1% | |
| Depreciation and depletion | $59,311 | - | - | - | 0.1% | |
| Insurance | $31,769 | - | - | - | 0.0% | |
| Fees: accounting | $25,724 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $21,372 | - | - | - | 0.0% | |
| Total | $98,471,467 | 100% |
2011 · Form 990 · $97,420,466 spent · pay $0 · grants $0 · events $6,273
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $91,898,723 | - | - | - | 94.3% | |
| Fees: other services | $2,940,441 | - | - | - | 3.0% | |
| Fees: management | $1,506,724 | - | - | - | 1.5% | |
| Fees: investment management | $393,919 | - | - | - | 0.4% | |
| Occupancy | $184,524 | - | - | - | 0.2% | |
| Fees: legal | $177,409 | - | - | - | 0.2% | |
| Information technology | $139,509 | - | - | - | 0.1% | |
| Depreciation and depletion | $66,999 | - | - | - | 0.1% | |
| Office expenses | $58,149 | - | - | - | 0.1% | |
| Fees: accounting | $25,260 | - | - | - | 0.0% | |
| Insurance | $22,536 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $6,273 | - | - | - | 0.0% | |
| Total | $97,420,466 | 100% |
2010 · Form 990 · $94,484,696 spent · pay $0 · grants $0 · events $40,232
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $88,672,270 | - | - | - | 93.8% | |
| Fees: other services | $2,865,599 | - | - | - | 3.0% | |
| Fees: management | $1,865,492 | - | - | - | 2.0% | |
| Fees: investment management | $361,972 | - | - | - | 0.4% | |
| Occupancy | $184,524 | - | - | - | 0.2% | |
| Fees: legal | $159,137 | - | - | - | 0.2% | |
| Information technology | $150,173 | - | - | - | 0.2% | |
| Depreciation and depletion | $75,744 | - | - | - | 0.1% | |
| Office expenses | $65,484 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $40,232 | - | - | - | 0.0% | |
| Fees: accounting | $24,033 | - | - | - | 0.0% | |
| Insurance | $20,036 | - | - | - | 0.0% | |
| Total | $94,484,696 | 100% |
2009 · Form 990 · $91,431,192 spent · pay $0 · grants $0 · events $19,793
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $85,779,750 | - | - | - | 93.8% | |
| Fees: other services | $2,590,478 | - | - | - | 2.8% | |
| Fees: management | $2,066,299 | - | - | - | 2.3% | |
| Fees: investment management | $338,414 | - | - | - | 0.4% | |
| Fees: legal | $161,540 | - | - | - | 0.2% | |
| Information technology | $136,731 | - | - | - | 0.1% | |
| Office expenses | $133,736 | - | - | - | 0.1% | |
| Occupancy | $94,476 | - | - | - | 0.1% | |
| Depreciation and depletion | $67,742 | - | - | - | 0.1% | |
| Fees: accounting | $23,510 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $19,793 | - | - | - | 0.0% | |
| Insurance | $18,723 | - | - | - | 0.0% | |
| Total | $91,431,192 | 100% |
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