MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND
Cite this
Plain text MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND. furp.org, nonprofit organization profile, tax years 2009–2024. https://furp.org/org/milwaukee-drivers-health-and-welfare-trust-fund-396048358. Retrieved 2026-10-27.
APA furp.org. (n.d.). MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND [Nonprofit organization profile; tax years 2009–2024]. Retrieved October 27, 2026, from https://furp.org/org/milwaukee-drivers-health-and-welfare-trust-fund-396048358
MLA “MILWAUKEE DRIVERS HEALTH & WELFARE TRUST FUND.” furp.org, tax years 2009–2024, https://furp.org/org/milwaukee-drivers-health-and-welfare-trust-fund-396048358. Accessed 27 Oct. 2026.
Retrieved 2026-10-27; covers tax years 2009–2024. Data: furp.org, CC BY 4.0.
2024 · Form 990 · revenue $75.9M · expenses $73.7M · assets $81.7M
- Also known as
- TRUST FUND
- EIN
- 39-6048358
- Address
- 10020 W GREENFIELD AVE, MILWAUKEE, WI 53214-3906
- NTEE code
- -
- Exempt type
- 501(c)(9): voluntary employees' beneficiary association (trust)
- Ruling date
- January 1960 (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
MEDICAL,DENTAL,DISABILITY,LIFE INS.
Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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
9 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 |
|---|---|---|---|---|---|
| William Carroll | TRUSTEE | 2009-2024 | $240,862 | $2,486,900 | 3 |
| David Krause | TRUSTEE | 2022-2024 | $231,643 | $650,192 | 2 |
| Kevin Schwerdtfeger | TRUSTEE | 2022-2024 | $227,096 | $635,766 | 3 |
| Daniel Kutcher (former) | Former Trustee | 2009-2018 | $171,857 | $1,056,615 | 3 |
| Patrick Tappa (former) | Former Trustee | 2009-2017 | $170,992 | $984,138 | 3 |
| Eric Kukor (former) | former trustee | 2019-2022 | $228,864 | $809,996 | 3 |
| Tom Kanack (former) | Former Trustee | 2017-2018 | $166,643 | $329,814 | 2 |
| Eric Kuklor (former) | Trustee | 2018 | $171,719 | $171,719 | 1 |
| Mark Kirsch (former) | former trustee | 2018-2022 | $9,350 | $34,450 | 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 |
|---|---|---|---|---|---|
| John Engler | TRUSTEE | 2009-2024 | 3 | $0 reported | 1 |
| Stephen Musson | TRUSTEE | 2019-2024 | 3 | $0 reported | 1 |
| Frank Samra | FORMER TRUSTEE | 2020-2024 | 3 | $0 reported | 1 |
| Kurt Steinhoff | TRUSTEE | 2024 | 3 | $0 reported | 1 |
| Joseph Lierz (former) | former trustee | 2013-2020 | 3 | $0 reported | 1 |
| Todd Wian (former) | FORMER TRUSTEE | 2016-2019 | 3 | $0 reported | 1 |
| Ben Miloro (former) | Former Trustee | 2009-2016 | 3 | $0 reported | 1 |
| Darin Torosian (former) | TRUSTEE - PAST | 2012-2013 | 3 | $0 reported | 1 |
| Russell Hinkle (former) | FRMR TRUSTEE | 2009-2012 | 3 | $0 reported | 1 |
| Paul Lovinus (former) | FMR TRUSTEE | 2009 | 0 | $0 reported | 2 |
| Robert Weber (former) | FMR TRUSTEE | 2009 | 0 | $0 reported | 1 |
People by year
2024 · 7 people listed · 3 paid, $700K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | TRUSTEE | 3 | $0 | $174,469 | $66,393 | $240,862 | 3 |
| DAVID KRAUSE | TRUSTEE | 3 | $0 | $166,121 | $65,522 | $231,643 | 2 |
| KEVIN SCHWERDTFEGER | TRUSTEE | 3 | $0 | $161,845 | $65,251 | $227,096 | 3 |
| JOHN ENGLER | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MUSSON | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| FRANK SAMRA | FORMER TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
| KURT STEINHOFF | TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2023 · 6 people listed · 3 paid, $662K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $173,959 | $63,077 | $237,036 | 3 |
| DAVID KRAUSE | Trustee | 3 | $0 | $153,238 | $62,238 | $215,476 | 2 |
| KEVIN SCHWERDTFEGER | Trustee | 3 | $0 | $147,818 | $62,030 | $209,848 | 3 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MUSSON | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| FRANK SAMRA | trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2022 · 8 people listed · 5 paid, $871K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $169,305 | $61,768 | $231,073 | 3 |
| Eric Kukor | former trustee | 3 | $0 | $167,244 | $61,620 | $228,864 | 3 |
| DAVID KRAUSE | Trustee | 3 | $0 | $142,741 | $60,332 | $203,073 | 2 |
| KEVIN SCHWERDTFEGER | Trustee | 3 | $0 | $138,583 | $60,239 | $198,822 | 3 |
| Mark Kirsch | former trustee | 3 | $0 | $9,350 | $0 | $9,350 | 2 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MUSSON | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| FRANK SAMRA | trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2021 · 6 people listed · 3 paid, $424K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $155,219 | $57,281 | $212,500 | 3 |
| Eric Kukor | Trustee | 3 | $0 | $147,375 | $56,917 | $204,292 | 3 |
| Mark Kirsch | Trustee | 3 | $0 | $6,850 | $0 | $6,850 | 2 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MUSSON | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| Frank Samra | trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2020 · 7 people listed · 3 paid, $397K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $144,309 | $54,906 | $199,215 | 3 |
| Eric Kukor | Trustee | 3 | $0 | $137,190 | $54,571 | $191,761 | 3 |
| Mark Kirsch | Trustee | 3 | $0 | $6,000 | $0 | $6,000 | 2 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | former trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MUSSON | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| Frank Samra | trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2019 · 7 people listed · 3 paid, $383K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $138,311 | $53,859 | $192,170 | 3 |
| Eric Kukor | Trustee | 3 | $0 | $131,743 | $53,336 | $185,079 | 3 |
| Mark Kirsch | Trustee | 3 | $0 | $6,250 | $0 | $6,250 | 2 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| STEPHEN MUSSON | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| TODD WIAN | FORMER TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2018 · 8 people listed · 5 paid, $703K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $136,492 | $50,737 | $187,229 | 3 |
| DANIEL KUTCHER | Former Trustee | 3 | $0 | $121,852 | $50,005 | $171,857 | 3 |
| Eric Kuklor | Trustee | 3 | $0 | $121,720 | $49,999 | $171,719 | 1 |
| TOM KANACK | Former Trustee | 3 | $0 | $116,886 | $49,757 | $166,643 | 2 |
| Mark Kirsch | Trustee | 3 | $0 | $6,000 | $0 | $6,000 | 2 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| TODD WIAN | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2017 · 7 people listed · 4 paid, $671K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $129,142 | $48,265 | $177,407 | 3 |
| PATRICK TAPPA | Former Trustee | 3 | $0 | $123,033 | $47,959 | $170,992 | 3 |
| TOM KANACK | Trustee | 3 | $0 | $115,584 | $47,587 | $163,171 | 2 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $112,182 | $47,417 | $159,599 | 3 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| TODD WIAN | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2016 · 7 people listed · 3 paid, $510K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $128,233 | $46,840 | $175,073 | 3 |
| PATRICK TAPPA | Trustee | 3 | $0 | $127,529 | $46,804 | $174,333 | 3 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $114,122 | $46,134 | $160,256 | 3 |
| BEN MILORO | Former Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| TODD WIAN | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2015 · 6 people listed · 3 paid, $482K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK TAPPA | Trustee | 3 | $0 | $120,283 | $45,082 | $165,365 | 3 |
| WILLIAM CARROLL | Trustee | 3 | $0 | $118,606 | $44,998 | $163,604 | 3 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $108,178 | $44,476 | $152,654 | 3 |
| BEN MILORO | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2014 · 6 people listed · 3 paid, $473K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK TAPPA | Trustee | 3 | $0 | $119,239 | $43,130 | $162,369 | 3 |
| WILLIAM CARROLL | Trustee | 3 | $0 | $117,187 | $43,027 | $160,214 | 3 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $108,178 | $42,576 | $150,754 | 3 |
| BEN MILORO | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2013 · 7 people listed · 3 paid, $459K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $115,264 | $41,079 | $156,343 | 3 |
| PATRICK TAPPA | Trustee | 3 | $0 | $115,178 | $41,075 | $156,253 | 3 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $105,583 | $40,595 | $146,178 | 3 |
| BEN MILORO | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOSEPH LIERZ | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| DARIN TOROSIAN | TRUSTEE - PAST | 3 | $0 | $0 | $0 | $0 | 1 |
2012 · 7 people listed · 3 paid, $424K · 0 employees · 0 volunteers
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| PATRICK TAPPA | Trustee | 3 | $0 | $115,366 | $39,460 | $154,826 | 3 |
| WILLIAM CARROLL | Trustee | 3 | $0 | $114,745 | $39,429 | $154,174 | 3 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $91,010 | $24,307 | $115,317 | 3 |
| BEN MILORO | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| DARIN TOROSIAN | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| RUSSELL HINKLE | FRMR TRUSTEE | 3 | $0 | $0 | $0 | $0 | 1 |
2011 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| RUSSELL HINKLE | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| BEN MILORO | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| WILLIAM CARROLL | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| PATRICK TAPPA | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
2010 · 6 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| RUSSELL HINKLE | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| PATRICK TAPPA | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| BEN MILORO | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
2009 · 8 people listed · none paid · 0 employees
| Name | Title | Hrs/wk | From org | From related | Other | Total | Orgs |
|---|---|---|---|---|---|---|---|
| WILLIAM CARROLL | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| RUSSELL HINKLE | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| ROBERT WEBER | FMR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 1 |
| PAUL LOVINUS | FMR TRUSTEE | 0 | $0 | $0 | $0 | $0 | 2 |
| PATRICK TAPPA | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| JOHN ENGLER | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
| DANIEL KUTCHER | Trustee | 3 | $0 | $0 | $0 | $0 | 3 |
| BEN MILORO | Trustee | 3 | $0 | $0 | $0 | $0 | 1 |
Highest-paid independent contractors
2024 · 3 contractors · $2.0M
| Name | Location | Service | Paid |
|---|---|---|---|
| ANTHEM | waukesha, WI | CLAIMS ADMINISTRATOR | $1,480,108 |
| THE SEGAL COMPANY | chicago, IL | CONSULTING/ACTUARY | $337,424 |
| soldon law firm llc | shorewood, WI | ATTORNEY | $144,010 |
2023 · 4 contractors · $3.9M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $3,331,937 |
| THE SEGAL COMPANY | chicago, IL | CONSULTING/ACTUARY | $276,818 |
| EMPLOYER HEALTH CARE ALLIANCE COOPERATIV | MADISON, WI | CLAIMS PROCESSING | $177,336 |
| soldon law firm llc | shorewood, WI | ATTORNEY | $135,058 |
2022 · 4 contractors · $2.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $2,417,788 |
| EMPLOYER HEALTH CARE ALLIANCE COOPERATIV | MADISON, WI | CLAIMS PROCESSING | $140,060 |
| THE SEGAL COMPANY | chicago, IL | CONSULTING/ACTUARY | $135,299 |
| soldon law firm llc | shorewood, WI | ATTORNEY | $119,007 |
2021 · 2 contractors · $2.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $2,339,748 |
| EMPLOYER HEALTH CARE ALLIANCE COOPERATIV | MADISON, WI | CLAIMS PROCESSING | $121,881 |
2020 · 2 contractors · $2.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $2,142,896 |
| EMPLOYER HEALTH CARE ALLIANCE COOPERATIV | MADISON, WI | CLAIMS PROCESSING | $121,106 |
2019 · 3 contractors · $2.4M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $2,169,766 |
| EMPLOYER HEALTH CARE ALLIANCE COOPERATIV | MADISON, WI | CLAIMS PROCESSING | $126,705 |
| THE SEGAL COMPANY | CHICAGO, IL | ACTUARIAL CONSULTING | $101,265 |
2018 · 1 contractor · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,848,758 |
2017 · 1 contractor · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,744,416 |
2016 · 1 contractor · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,805,474 |
2015 · 1 contractor · $1.8M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,847,346 |
2014 · 1 contractor · $1.7M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,654,837 |
2013 · 1 contractor · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | CLAIMS ADMINISTRATOR | $1,523,834 |
2012 · 1 contractor · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,486,057 |
2011 · 2 contractors · $1.5M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,346,937 |
| SEGAL COMPANY | CHICAGO, IL | CONSULTING | $124,179 |
2010 · 3 contractors · $1.3M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,082,718 |
| APS HEALTHCARE | BROOKFIELD, WI | CLAIMS ADMINISTRATOR | $124,514 |
| SEGAL COMPANY | CHICAGO, IL | CONSULTING | $105,577 |
2009 · 3 contractors · $1.6M
| Name | Location | Service | Paid |
|---|---|---|---|
| HUMANA INC | GREEN BAY, WI | CLAIMS ADMINISTRATOR | $1,254,132 |
| SEGAL COMPANY | CHICAGO, IL | CONSULTING | $178,308 |
| APS HEALTHCARE | BROOKFIELD, WI | CLAIMS ADMINISTRATOR | $128,882 |
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 | ||||||||
| $75,925,993 | $73,726,263 | $81,667,421 | $68,546,634 | $0 | $73,685,617 | $0 | 0 | 0 |
| 2023 · Form 990 | ||||||||
| $76,425,624 | $66,347,121 | $74,530,496 | $62,839,702 | $0 | $74,530,061 | $0 | 0 | 0 |
| 2022 · Form 990 | ||||||||
| $65,912,626 | $69,130,554 | $63,079,304 | $49,794,435 | $0 | $72,342,836 | $0 | 0 | 0 |
| 2021 · Form 990 | ||||||||
| $67,739,083 | $66,398,051 | $57,541,772 | $44,616,851 | $0 | $69,704,023 | $0 | 0 | 0 |
| 2020 · Form 990 | ||||||||
| $66,231,155 | $60,476,247 | $58,236,943 | $45,910,521 | $0 | $64,328,747 | $0 | 0 | 0 |
| 2019 · Form 990 | ||||||||
| $60,330,010 | $53,238,813 | $50,261,877 | $39,124,111 | $0 | $58,122,005 | $0 | 0 | 0 |
| 2018 · Form 990 | ||||||||
| $58,060,442 | $50,200,640 | $41,214,143 | $31,261,446 | $0 | $53,283,339 | $0 | 0 | 0 |
| 2017 · Form 990 | ||||||||
| $49,781,444 | $45,806,836 | $35,470,084 | $25,761,237 | $0 | $49,408,633 | $0 | 0 | 0 |
| 2016 · Form 990 | ||||||||
| $45,555,809 | $45,136,301 | $30,800,770 | $21,510,177 | $0 | $45,046,017 | $0 | 0 | 0 |
| 2015 · Form 990 | ||||||||
| $43,191,890 | $42,859,145 | $28,919,175 | $20,635,983 | $0 | $42,634,429 | $0 | 0 | 0 |
| 2014 · Form 990 | ||||||||
| $41,039,433 | $42,918,979 | $28,995,904 | $19,745,336 | $0 | $40,641,341 | $0 | 0 | 0 |
| 2013 · Form 990 | ||||||||
| $37,305,648 | $37,716,682 | $30,145,681 | $21,525,446 | $0 | $36,979,484 | $0 | 0 | 0 |
| 2012 · Form 990 | ||||||||
| $36,550,372 | $35,477,172 | $29,065,118 | $21,087,100 | $0 | $36,068,478 | $0 | 0 | 0 |
| 2011 · Form 990 | ||||||||
| $36,300,185 | $34,486,942 | $27,762,289 | $19,706,756 | $0 | $35,793,805 | $0 | 0 | - |
| 2010 · Form 990 | ||||||||
| $34,721,766 | $33,087,414 | $25,023,919 | $17,795,874 | $0 | $34,112,630 | $0 | 0 | - |
| 2009 · Form 990 | ||||||||
| $34,531,885 | $33,280,861 | $23,110,141 | $15,652,676 | $0 | $33,847,535 | $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.
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS Milwaukee, WI · 3 people in common (David Krause, Kevin Schwerdtfeger, William Carroll) · related organization (Schedule R)
- INTERNATIONAL BROTHERHOOD OF TEAMSTERS Milwaukee, WI · 2 people in common (Kevin Schwerdtfeger, William Carroll)
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
| Organization | State | NTEE | Latest revenue | Latest expenses | Top-paid title | Top pay | Why similar |
|---|---|---|---|---|---|---|---|
| TEAMSTERS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $52,342,345 | $48,987,477 | UNION TRUSTEE | $0 | Similar name, revenue within 2x |
| CARPENTERS HEALTH & WELFARE TRUST FUND | MO | Not reported | $302,848,410 | $236,578,269 | TRUSTEE | $0 | Similar name, revenue within 5x |
| MASONS HEALTH AND WELFARE TRUST FUND | HI | Not reported | $15,438,764 | $14,444,718 | LABOR TRUSTEE | $0 | Similar name, revenue within 5x |
| MILWAUKEE HOTEL INDUSTRY HEALTH & WELFARE FUND | WI | Not reported | $1,930,558 | $1,940,984 | LABOR TRUSTEE | $0 | Similar name, revenue differs more than 10x, same state |
| BRICKLAYERS HEALTH & WELFARE TRUST FUND | IL | Not reported | $0 | $193,071 | Chairman | $0 | Similar name |
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 · $73,726,263 spent · pay $0 · grants $0 · events $474
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $70,831,166 | - | - | - | 96.1% | |
| Fees: other services | $2,147,772 | - | - | - | 2.9% | |
| Other (as described) | REIMBURSED SALARY & FRI | $325,113 | - | - | - | 0.4% |
| Fees: legal | $166,789 | - | - | - | 0.2% | |
| Fees: investment management | $69,567 | - | - | - | 0.1% | |
| Office expenses | $68,462 | - | - | - | 0.1% | |
| Insurance | $31,336 | - | - | - | 0.0% | |
| Fees: accounting | $30,450 | - | - | - | 0.0% | |
| Depreciation and depletion | $27,430 | - | - | - | 0.0% | |
| Information technology | $21,512 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $474 | - | - | - | 0.0% | |
| Total | $73,726,263 | 100% |
2023 · Form 990 · $66,347,121 spent · pay $0 · grants $0 · events $4,325
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $62,586,979 | - | - | - | 94.3% | |
| Fees: other services | $3,083,425 | - | - | - | 4.6% | |
| Other (as described) | REIMBURSED SALARY & FRI | $306,889 | - | - | - | 0.5% |
| Fees: legal | $139,776 | - | - | - | 0.2% | |
| Office expenses | $65,464 | - | - | - | 0.1% | |
| Fees: investment management | $47,531 | - | - | - | 0.1% | |
| Insurance | $30,645 | - | - | - | 0.0% | |
| Fees: accounting | $30,050 | - | - | - | 0.0% | |
| Depreciation and depletion | $23,541 | - | - | - | 0.0% | |
| Information technology | $22,304 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $4,325 | - | - | - | 0.0% | |
| Total | $66,347,121 | 100% |
2022 · Form 990 · $69,130,554 spent · pay $0 · grants $0 · events $5,779
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $65,904,915 | - | - | - | 95.3% | |
| Fees: other services | $2,545,473 | - | - | - | 3.7% | |
| Other (as described) | REIMBURSED SALARY & FRI | $351,250 | - | - | - | 0.5% |
| Fees: legal | $125,367 | - | - | - | 0.2% | |
| Office expenses | $55,389 | - | - | - | 0.1% | |
| Fees: investment management | $45,550 | - | - | - | 0.1% | |
| Insurance | $36,005 | - | - | - | 0.1% | |
| Fees: accounting | $28,450 | - | - | - | 0.0% | |
| Information technology | $14,040 | - | - | - | 0.0% | |
| Depreciation and depletion | $12,144 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $5,779 | - | - | - | 0.0% | |
| Total | $69,130,554 | 100% |
2021 · Form 990 · $66,398,051 spent · pay $0 · grants $0 · events $6,715
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $63,449,153 | - | - | - | 95.6% | |
| Fees: other services | $2,381,805 | - | - | - | 3.6% | |
| Other (as described) | REIMBURSED SALARY & FRI | $320,711 | - | - | - | 0.5% |
| Fees: legal | $97,471 | - | - | - | 0.1% | |
| Office expenses | $48,152 | - | - | - | 0.1% | |
| Insurance | $31,143 | - | - | - | 0.0% | |
| Fees: accounting | $26,750 | - | - | - | 0.0% | |
| Fees: investment management | $23,459 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $6,715 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Information technology | $4,550 | - | - | - | 0.0% | |
| Depreciation and depletion | $1,950 | - | - | - | 0.0% | |
| Total | $66,398,051 | 100% |
2020 · Form 990 · $60,476,247 spent · pay $0 · grants $0 · events $282
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $57,501,277 | - | - | - | 95.1% | |
| Fees: other services | $2,443,251 | - | - | - | 4.0% | |
| Other (as described) | REIMBURSED SALARY & FRI | $303,416 | - | - | - | 0.5% |
| Fees: legal | $94,033 | - | - | - | 0.2% | |
| Office expenses | $49,402 | - | - | - | 0.1% | |
| Insurance | $28,577 | - | - | - | 0.0% | |
| Fees: accounting | $26,500 | - | - | - | 0.0% | |
| Fees: investment management | $14,908 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Information technology | $5,589 | - | - | - | 0.0% | |
| Depreciation and depletion | $2,820 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $282 | - | - | - | 0.0% | |
| Total | $60,476,247 | 100% |
2019 · Form 990 · $53,238,813 spent · pay $0 · grants $0 · events $15,622
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $50,215,182 | - | - | - | 94.3% | |
| Fees: other services | $2,511,742 | - | - | - | 4.7% | |
| Other (as described) | REIMBURSED SALARY & FRI | $297,685 | - | - | - | 0.6% |
| Fees: legal | $73,398 | - | - | - | 0.1% | |
| Office expenses | $38,704 | - | - | - | 0.1% | |
| Insurance | $29,576 | - | - | - | 0.1% | |
| Fees: accounting | $25,725 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $15,622 | - | - | - | 0.0% | |
| Fees: investment management | $13,424 | - | - | - | 0.0% | |
| Information technology | $8,295 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Depreciation and depletion | $3,268 | - | - | - | 0.0% | |
| Total | $53,238,813 | 100% |
2018 · Form 990 · $50,200,640 spent · pay $0 · grants $0 · events $5,767
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $47,863,562 | - | - | - | 95.3% | |
| Fees: other services | $1,878,470 | - | - | - | 3.7% | |
| Other (as described) | REIMBURSED SALARY & FRI | $286,408 | - | - | - | 0.6% |
| Fees: legal | $53,171 | - | - | - | 0.1% | |
| Office expenses | $42,957 | - | - | - | 0.1% | |
| Insurance | $28,504 | - | - | - | 0.1% | |
| Fees: accounting | $25,525 | - | - | - | 0.1% | |
| Information technology | $6,429 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $5,767 | - | - | - | 0.0% | |
| Depreciation and depletion | $3,655 | - | - | - | 0.0% | |
| Total | $50,200,640 | 100% |
2017 · Form 990 · $45,806,836 spent · pay $0 · grants $0 · events $6,186
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $43,399,974 | - | - | - | 94.7% | |
| Fees: other services | $1,835,936 | - | - | - | 4.0% | |
| Other (as described) | REIMBURSED SALARY & FRI | $277,508 | - | - | - | 0.6% |
| Office expenses | $87,047 | - | - | - | 0.2% | |
| Fees: investment management | $81,595 | - | - | - | 0.2% | |
| Fees: legal | $45,005 | - | - | - | 0.1% | |
| Insurance | $30,083 | - | - | - | 0.1% | |
| Fees: accounting | $26,850 | - | - | - | 0.1% | |
| Information technology | $7,072 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $6,186 | - | - | - | 0.0% | |
| Depreciation and depletion | $3,388 | - | - | - | 0.0% | |
| Total | $45,806,836 | 100% |
2016 · Form 990 · $45,136,301 spent · pay $0 · grants $0 · events $4,173
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $42,670,570 | - | - | - | 94.5% | |
| Fees: other services | $1,966,928 | - | - | - | 4.4% | |
| Other (as described) | REIMBURSED SALARY & FRI | $272,989 | - | - | - | 0.6% |
| Fees: investment management | $75,211 | - | - | - | 0.2% | |
| Fees: legal | $45,813 | - | - | - | 0.1% | |
| Insurance | $29,212 | - | - | - | 0.1% | |
| Office expenses | $27,314 | - | - | - | 0.1% | |
| Fees: accounting | $25,600 | - | - | - | 0.1% | |
| Information technology | $8,754 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $4,173 | - | - | - | 0.0% | |
| Depreciation and depletion | $3,545 | - | - | - | 0.0% | |
| Total | $45,136,301 | 100% |
2015 · Form 990 · $42,859,145 spent · pay $0 · grants $0 · events $3,551
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $40,310,692 | - | - | - | 94.1% | |
| Fees: other services | $2,015,375 | - | - | - | 4.7% | |
| Other (as described) | REIMBURSED SALARY & FRI | $265,045 | - | - | - | 0.6% |
| Fees: investment management | $75,257 | - | - | - | 0.2% | |
| Fees: legal | $63,314 | - | - | - | 0.1% | |
| Office expenses | $50,761 | - | - | - | 0.1% | |
| Insurance | $31,541 | - | - | - | 0.1% | |
| Fees: accounting | $25,000 | - | - | - | 0.1% | |
| Information technology | $8,431 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Depreciation and depletion | $3,986 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $3,551 | - | - | - | 0.0% | |
| Total | $42,859,145 | 100% |
2014 · Form 990 · $42,918,979 spent · pay $0 · grants $0 · events $3,915
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $40,544,017 | - | - | - | 94.5% | |
| Fees: other services | $1,873,015 | - | - | - | 4.4% | |
| Other (as described) | REIMBURSED SALARY & FRI | $257,350 | - | - | - | 0.6% |
| Fees: investment management | $76,177 | - | - | - | 0.2% | |
| Office expenses | $48,623 | - | - | - | 0.1% | |
| Fees: legal | $41,674 | - | - | - | 0.1% | |
| Insurance | $29,070 | - | - | - | 0.1% | |
| Fees: accounting | $25,150 | - | - | - | 0.1% | |
| Information technology | $8,191 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Depreciation and depletion | $5,605 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $3,915 | - | - | - | 0.0% | |
| Total | $42,918,979 | 100% |
2013 · Form 990 · $37,716,682 spent · pay $0 · grants $0 · events $2,721
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $35,506,372 | - | - | - | 94.1% | |
| Fees: other services | $1,723,620 | - | - | - | 4.6% | |
| Other (as described) | REIMBURSED SALARY & FRI | $248,946 | - | - | - | 0.7% |
| Fees: investment management | $78,300 | - | - | - | 0.2% | |
| Office expenses | $61,157 | - | - | - | 0.2% | |
| Insurance | $30,900 | - | - | - | 0.1% | |
| Fees: accounting | $23,550 | - | - | - | 0.1% | |
| Fees: legal | $21,662 | - | - | - | 0.1% | |
| Information technology | $7,252 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Depreciation and depletion | $6,010 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,721 | - | - | - | 0.0% | |
| Total | $37,716,682 | 100% |
2012 · Form 990 · $35,477,172 spent · pay $0 · grants $0 · events $9,121
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $33,358,416 | - | - | - | 94.0% | |
| Fees: other services | $1,659,328 | - | - | - | 4.7% | |
| Other (as described) | REIMBURSED SALARY & FRI | $242,259 | - | - | - | 0.7% |
| Fees: investment management | $71,744 | - | - | - | 0.2% | |
| Office expenses | $39,978 | - | - | - | 0.1% | |
| Insurance | $34,540 | - | - | - | 0.1% | |
| Fees: accounting | $23,074 | - | - | - | 0.1% | |
| Fees: legal | $20,241 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $9,121 | - | - | - | 0.0% | |
| Depreciation and depletion | $6,201 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Information technology | $6,078 | - | - | - | 0.0% | |
| Total | $35,477,172 | 100% |
2011 · Form 990 · $34,486,942 spent · pay $0 · grants $0 · events $7,210
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $32,376,453 | - | - | - | 93.9% | |
| Fees: other services | $1,644,817 | - | - | - | 4.8% | |
| Other (as described) | REIMBURSED SALARY & FRINGE BEN | $243,895 | - | - | - | 0.7% |
| Fees: investment management | $66,916 | - | - | - | 0.2% | |
| Insurance | $41,653 | - | - | - | 0.1% | |
| Office expenses | $35,420 | - | - | - | 0.1% | |
| Fees: legal | $26,737 | - | - | - | 0.1% | |
| Fees: accounting | $24,650 | - | - | - | 0.1% | |
| Conferences, conventions and meetings | $7,210 | - | - | - | 0.0% | |
| Depreciation and depletion | $6,550 | - | - | - | 0.0% | |
| Information technology | $6,449 | - | - | - | 0.0% | |
| Occupancy | $6,192 | - | - | - | 0.0% | |
| Total | $34,486,942 | 100% |
2010 · Form 990 · $33,087,414 spent · pay $0 · grants $0 · events $6,033
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,067,987 | - | - | - | 93.9% | |
| Fees: other services | $1,583,888 | - | - | - | 4.8% | |
| Other (as described) | REIMBURSED SALARY & FRINGE BEN | $225,363 | - | - | - | 0.7% |
| Fees: investment management | $50,773 | - | - | - | 0.2% | |
| Insurance | $45,032 | - | - | - | 0.1% | |
| Office expenses | $43,260 | - | - | - | 0.1% | |
| Fees: accounting | $25,250 | - | - | - | 0.1% | |
| Fees: legal | $18,519 | - | - | - | 0.1% | |
| Information technology | $9,177 | - | - | - | 0.0% | |
| Occupancy | $6,312 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $6,033 | - | - | - | 0.0% | |
| Depreciation and depletion | $5,820 | - | - | - | 0.0% | |
| Total | $33,087,414 | 100% |
2009 · Form 990 · $33,280,861 spent · pay $0 · grants $0 · events $2,534
| Line | As described | Total | Program | Management | Fundraising | Share |
|---|---|---|---|---|---|---|
| Benefits paid to members | $31,273,895 | - | - | - | 94.0% | |
| Fees: other services | $1,528,518 | - | - | - | 4.6% | |
| Other (as described) | REIMBURSED SALARY & FRINGE BEN | $224,419 | - | - | - | 0.7% |
| Office expenses | $61,296 | - | - | - | 0.2% | |
| Fees: investment management | $56,702 | - | - | - | 0.2% | |
| Insurance | $45,675 | - | - | - | 0.1% | |
| Fees: legal | $45,105 | - | - | - | 0.1% | |
| Fees: accounting | $23,800 | - | - | - | 0.1% | |
| Information technology | $6,790 | - | - | - | 0.0% | |
| Occupancy | $6,672 | - | - | - | 0.0% | |
| Depreciation and depletion | $5,455 | - | - | - | 0.0% | |
| Conferences, conventions and meetings | $2,534 | - | - | - | 0.0% | |
| Total | $33,280,861 | 100% |
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