FURP.ORG / PUBLIC DATA EXPLORER

SOUTHERN OPERATORS HEALTH FUND

Cite this

Plain text SOUTHERN OPERATORS HEALTH FUND. furp.org, nonprofit organization profile, tax years 2010–2024. https://furp.org/org/432067325. Retrieved 2026-10-21.

APA furp.org. (n.d.). SOUTHERN OPERATORS HEALTH FUND [Nonprofit organization profile; tax years 2010–2024]. Retrieved October 21, 2026, from https://furp.org/org/432067325

MLA “SOUTHERN OPERATORS HEALTH FUND.” furp.org, tax years 2010–2024, https://furp.org/org/432067325. Accessed 21 Oct. 2026.

Retrieved 2026-10-21; covers tax years 2010–2024. Data: furp.org, CC BY 4.0.

2024 · Form 990 · revenue $54.6M · expenses $50.6M · assets $33.0M

EIN
43-2067325
Address
PO BOX 1449, GOODLETTSVLLE, TN 37070-1449
NTEE code
Y43
Subsection
501(c)(9)
Ruling year
2006
Cross-check
ProPublica Nonprofit Explorer

Mission

THE PROVISION OF BENEFITS TO PLAN PARTICIPANTS.

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).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

None of the 30 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

30 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.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Edward Caines TRUSTEE2021-2024 2 $0 reported 2
Jason Billings TRUSTEE2016-2024 2 $0 reported 1
Jeffrey Britt TRUSTEE2014-2024 2 $0 reported 1
Kyle Coker TRUSTEE2024 2 $0 reported 1
Kenneth Lookingbill TRUSTEE2022-2024 2 $0 reported 2
Butch Mcareavy TRUSTEE2023-2024 2 $0 reported 1
Robert G Moody SECRETARY2018-2024 2 $0 reported 2
Mike Morain TRUSTEE2016-2024 2 $0 reported 1
Stephen Rumburg TRUSTEE2023-2024 2 $0 reported 1
Travis Simmons CHAIRMAN2013-2024 2 $0 reported 1
Byron Williams TRUSTEE2023-2024 2 $0 reported 1
Dennis K Taylor (former) SECRETARY2010-2023 2 $0 reported 1
Mark Maher Jr (former) TRUSTEE2019-2022 2 $0 reported 3
Brian Copham (former) TRUSTEE2019-2022 2 $0 reported 1
Ryan R Gutwald (former) TRUSTEE2013-2021 2 $0 reported 1
Mark Templeton (former) TRUSTEE2018-2020 2 $0 reported 5
Clarence Wiggins (former) TRUSTEE2014-2018 2 $0 reported 2
Jimmy Marshall (former) TRUSTEE2016-2018 2 $0 reported 1
Mitch Byrd (former) TRUSTEE2017 2 $0 reported 5
Mitchell Byrd (former) TRUSTEE2016 5 $0 reported 2
Phil Mcentyre (former) TRUSTEE2010-2015 5 $0 reported 5
Joan Harmon (former) TRUSTEE2014-2015 5 $0 reported 2
Mark Maher (former) TRUSTEE2013 5 $0 reported 1
Gregory Glynn (former) TRUSTEE2013 5 $0 reported 1
Jeffery Britt (former) TRUSTEE2013 5 $0 reported 1
Russell Britt (former) TRUSTEE2010-2012 5 $0 reported 1
Robert Sammons (former) TRUSTEE2010-2012 5 $0 reported 1
Thomas Manley (former) TRUSTEE2010-2012 5 $0 reported 1
Frank Kane (former) TRUSTEE2010-2012 5 $0 reported 1
Michael Wall (former) TRUSTEE2010-2012 5 $0 reported 1

People by year

2024 · 11 people listed · none paid · 61 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
EDWARD CAINES TRUSTEE2 $0$0$0 $02
KYLE COKER TRUSTEE2 $0$0$0 $01
KENNETH LOOKINGBILL TRUSTEE2 $0$0$0 $02
BUTCH MCAREAVY TRUSTEE2 $0$0$0 $01
ROBERT MOODY SECRETARY2 $0$0$0 $02
MIKE MORAIN TRUSTEE2 $0$0$0 $01
STEPHEN RUMBURG TRUSTEE2 $0$0$0 $01
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
BYRON WILLIAMS TRUSTEE2 $0$0$0 $01
2023 · 11 people listed · none paid · 51 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
EDWARD CAINES TRUSTEE2 $0$0$0 $02
KENNETH LOOKINGBILL TRUSTEE2 $0$0$0 $02
BUTCH MCAREAVY TRUSTEE2 $0$0$0 $01
ROBERT G MOODY TRUSTEE2 $0$0$0 $02
MIKE MORAIN TRUSTEE2 $0$0$0 $01
STEPHEN RUMBURG TRUSTEE2 $0$0$0 $01
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
DENNIS K TAYLOR SECRETARY2 $0$0$0 $01
BYRON WILLIAMS TRUSTEE2 $0$0$0 $01
2022 · 10 people listed · none paid · 66 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
EDWARD CAINES TRUSTEE2 $0$0$0 $02
BRIAN COPHAM TRUSTEE2 $0$0$0 $01
MARK MAHER JR TRUSTEE2 $0$0$0 $03
KENNETH LOOKINGBILL TRUSTEE2 $0$0$0 $02
ROBERT G MOODY TRUSTEE2 $0$0$0 $02
MIKE MORAIN TRUSTEE2 $0$0$0 $01
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
DENNIS K TAYLOR SECRETARY2 $0$0$0 $01
2021 · 10 people listed · none paid · 86 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
EDWARD CAINES TRUSTEE2 $0$0$0 $02
BRIAN COPHAM TRUSTEE2 $0$0$0 $01
RYAN R GUTWALD TRUSTEE2 $0$0$0 $01
MARK MAHER JR TRUSTEE2 $0$0$0 $03
ROBERT G MOODY TRUSTEE2 $0$0$0 $02
MIKE MORAIN TRUSTEE2 $0$0$0 $01
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
DENNIS K TAYLOR SECRETARY2 $0$0$0 $01
2020 · 10 people listed · none paid · 57 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
BRIAN COPHAM TRUSTEE2 $0$0$0 $01
RYAN R GUTWALD TRUSTEE2 $0$0$0 $01
MARK MAHER JR TRUSTEE2 $0$0$0 $03
ROBERT MOODY TRUSTEE2 $0$0$0 $02
MIKE MORAIN TRUSTEE2 $0$0$0 $01
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
DENNIS K TAYLOR SECRETARY2 $0$0$0 $01
MARK TEMPLETON TRUSTEE2 $0$0$0 $05
2019 · 10 people listed · none paid · 56 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
BRIAN COPHAM TRUSTEE2 $0$0$0 $01
RYAN R GUTWALD TRUSTEE2 $0$0$0 $01
MARK MAHER JR TRUSTEE2 $0$0$0 $03
ROBERT MOODY TRUSTEE2 $0$0$0 $02
MIKE MORAIN TRUSTEE2 $0$0$0 $01
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
DENNIS K TAYLOR SECRETARY2 $0$0$0 $01
MARK TEMPLETON TRUSTEE2 $0$0$0 $05
2018 · 10 people listed · none paid · 65 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
DENNIS K TAYLOR SECRETARY2 $0$0$0 $01
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
RYAN R GUTWALD TRUSTEE2 $0$0$0 $01
JIMMY MARSHALL TRUSTEE2 $0$0$0 $01
ROBERT MOODY TRUSTEE2 $0$0$0 $02
MIKE MORAIN TRUSTEE2 $0$0$0 $01
MARK TEMPLETON TRUSTEE2 $0$0$0 $05
CLARENCE WIGGINS TRUSTEE2 $0$0$0 $02
2017 · 9 people listed · none paid · 58 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
TRAVIS SIMMONS CHAIRMAN2 $0$0$0 $01
DENNIS K TAYLOR SECRETARY2 $0$0$0 $01
JASON BILLINGS TRUSTEE2 $0$0$0 $01
JEFFREY BRITT TRUSTEE2 $0$0$0 $01
MITCH BYRD TRUSTEE2 $0$0$0 $05
RYAN R GUTWALD TRUSTEE2 $0$0$0 $01
JIMMY MARSHALL TRUSTEE2 $0$0$0 $01
MIKE MORAIN TRUSTEE2 $0$0$0 $01
CLARENCE WIGGINS TRUSTEE2 $0$0$0 $02
2016 · 9 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
MITCHELL BYRD TRUSTEE5 $0$0$0 $02
TRAVIS SIMMONS TRUSTEE5 $0$0$0 $01
JEFFREY BRITT TRUSTEE5 $0$0$0 $01
CLARENCE WIGGINS TRUSTEE5 $0$0$0 $02
JASON BILLINGS TRUSTEE5 $0$0$0 $01
DENNIS TAYLOR TRUSTEE5 $0$0$0 $01
RYAN GUTWALD TRUSTEE5 $0$0$0 $01
JIMMY MARSHALL TRUSTEE5 $0$0$0 $01
MIKE MORAIN TRUSTEE5 $0$0$0 $01
2015 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PHIL MCENTYRE TRUSTEE5 $0$0$0 $05
TRAVIS SIMMONS TRUSTEE5 $0$0$0 $01
JEFFREY BRITT TRUSTEE5 $0$0$0 $01
CLARENCE WIGGINS TRUSTEE5 $0$0$0 $02
DENNIS TAYLOR TRUSTEE5 $0$0$0 $01
RYAN GUTWALD TRUSTEE5 $0$0$0 $01
JOAN HARMON TRUSTEE5 $0$0$0 $02
2014 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
PHIL MCENTYRE TRUSTEE5 $0$0$0 $05
TRAVIS SIMMONS TRUSTEE5 $0$0$0 $01
JEFFREY BRITT TRUSTEE5 $0$0$0 $01
CLARENCE WIGGINS TRUSTEE5 $0$0$0 $02
DENNIS TAYLOR TRUSTEE5 $0$0$0 $01
RYAN GUTWALD TRUSTEE5 $0$0$0 $01
JOAN HARMON TRUSTEE5 $0$0$0 $02
2013 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
DENNIS TAYLOR TRUSTEE5 $0$0$0 $01
PHIL MCENTYRE TRUSTEE5 $0$0$0 $05
TRAVIS SIMMONS TRUSTEE5 $0$0$0 $01
MARK MAHER TRUSTEE5 $0$0$0 $01
GREGORY GLYNN TRUSTEE5 $0$0$0 $01
JEFFERY BRITT TRUSTEE5 $0$0$0 $01
RYAN GUTWALD TRUSTEE5 $0$0$0 $01
2012 · 7 people listed · none paid · 0 employees · 0 volunteers
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RUSSELL BRITT TRUSTEE5 $0$0$0 $01
PHIL MCENTYRE TRUSTEE5 $0$0$0 $05
ROBERT SAMMONS TRUSTEE5 $0$0$0 $01
THOMAS MANLEY TRUSTEE5 $0$0$0 $01
FRANK KANE TRUSTEE5 $0$0$0 $01
MICHAEL WALL TRUSTEE5 $0$0$0 $01
DENNIS TAYLOR TRUSTEE5 $0$0$0 $01
2011 · 7 people listed · none paid · 21 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RUSSELL BRITT TRUSTEE- $0$0$0 $01
PHIL MCENTYRE TRUSTEE- $0$0$0 $05
ROBERT L SAMMONS TRUSTEE- $0$0$0 $01
THOMAS MANLEY TRUSTEE- $0$0$0 $01
FRANK KANE TRUSTEE- $0$0$0 $01
MICHAEL WALL TRUSTEE- $0$0$0 $01
DENNIS TAYLOR TRUSTEE- $0$0$0 $01
2010 · 7 people listed · none paid · 0 employees
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
RUSSELL BRITT TRUSTEE- $0$0$0 $01
PHIL MCENTYRE TRUSTEE- $0$0$0 $05
ROBERT L SAMMONS TRUSTEE- $0$0$0 $01
THOMAS MANLEY TRUSTEE- $0$0$0 $01
FRANK KANE TRUSTEE- $0$0$0 $01
MICHAEL WALL TRUSTEE- $0$0$0 $01
DENNIS TAYLOR TRUSTEE- $0$0$0 $01

Highest-paid independent contractors

2024 · 2 contractors · $1.9M
NameLocationServicePaid
BCBS OF GA - ANTHEMATLANTA, GAPPO$1,044,257
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$836,412
2023 · 2 contractors · $2.2M
NameLocationServicePaid
BCBS OF GA - ANTHEMATLANTA, GAPPO$1,368,586
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$796,185
2022 · 3 contractors · $2.2M
NameLocationServicePaid
BCBS OF GA - ANTHEMATLANTA, GAPPO$1,312,753
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$782,120
MORGAN STANLEYAUGUSTA, GAINVESTMENT MGMT$107,245
2021 · 3 contractors · $2.1M
NameLocationServicePaid
BCBS OF GA - ANTHEMATLANTA, GAPPO$1,215,127
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$775,470
MORGAN STANLEYAUGUSTA, GAINVESTMENT MGMT$148,510
2020 · 4 contractors · $2.4M
NameLocationServicePaid
BCBS OF GA - ANTHEMATLANTA, GAPPO$1,422,584
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$742,200
MORGAN STANLEYAUGUSTA, GAINVESTMENT MGMT$136,886
SWIFTMDMALVERN, PATELE-MEDICINE$106,224
2019 · 4 contractors · $2.3M
NameLocationServicePaid
BCBS OF GA - ANTHEMATLANTA, GAPPO$1,401,004
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$705,616
SWIFTMDMALVERN, PATELE-MEDICINE$120,267
MORGAN STANLEYAUGUSTA, GAINVESTMENT MGMT$114,349
2018 · 4 contractors · $2.2M
NameLocationServicePaid
BCBS OF GA - ANTHEMATLANTA, GAPPO$1,281,345
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$705,702
SWIFTMDMALVERN, PATELE-MEDICINE$136,952
MORGAN STANLEYAUGUSTA, GAINVESTMENT MGMT$113,538
2017 · 4 contractors · $2.1M
NameLocationServicePaid
CIGNA HEALTHCARECHATTANOOGA, TNPPO$820,392
SOUTHERN BENEFIT ADMINISTRATORSGOODLETTSVILLE, TNPLAN ADMINISTRA$707,849
BCBS OF GA - ANTHEMATLANTA, GAPPO$406,834
SWIFTMDMALVERN, PATELE-MEDICINE$126,848

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.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990 period ending 2024-12-31 · view filing · original 990 ↗
$54,611,671$50,628,965 $33,031,796$32,502,879 $0$46,068,847 -61-
2023 · Form 990 period ending 2023-12-31 · view filing · original 990 ↗
$50,052,126$46,727,803 $29,022,477$28,520,173 $0$42,760,886 -51-
2022 · Form 990 period ending 2022-12-31 · view filing · original 990 ↗
$39,563,013$39,761,912 $25,998,024$25,195,850 $0$38,375,462 -66-
2021 · Form 990 period ending 2021-12-31 · view filing · original 990 ↗
$38,085,406$41,816,932 $25,716,347$25,394,749 $0$33,653,047 -86-
2020 · Form 990 period ending 2020-12-31 · view filing · original 990 ↗
$40,622,283$38,673,828 $29,358,119$29,126,275 $0$32,100,546 -57-
2019 · Form 990 period ending 2019-12-31 · view filing · original 990 ↗
$40,167,345$34,711,252 $27,552,366$27,177,820 $0$35,595,339 -56-
2018 · Form 990 period ending 2018-12-31 · view filing · original 990 ↗
$35,066,148$36,710,089 $22,015,846$21,721,727 $0$34,101,505 -65-
2017 · Form 990 period ending 2017-12-31 · view filing · original 990 ↗
$38,173,089$34,810,897 $23,594,914$23,365,668 $0$31,988,959 -58-
2016 · Form 990 period ending 2016-12-31 · view filing · original 990 ↗
$24,156,697$20,391,940 $20,201,301$20,003,476 $0$22,275,794 $000
2015 · Form 990 period ending 2015-12-31 · view filing · original 990 ↗
$19,662,591$16,969,341 $16,304,318$15,928,295 $0$19,259,459 $000
2014 · Form 990 period ending 2014-12-31 · view filing · original 990 ↗
$17,643,051$17,138,646 $13,967,013$13,721,770 $0$17,333,647 $000
2013 · Form 990 period ending 2013-12-31 · view filing · original 990 ↗
$15,264,585$14,839,983 $12,985,696$12,839,763 $0$14,925,722 $000
2012 · Form 990 period ending 2012-12-31 · view filing · original 990 ↗
$14,531,690$14,308,373 $12,644,171$12,437,887 $0$14,232,816 $000
2011 · Form 990 period ending 2011-12-31 · view filing · original 990 ↗
$13,861,825$12,465,299 $12,070,728$5,624,222 $0$13,529,908 -21-
2010 · Form 990 period ending 2010-12-31 · view filing · original 990 ↗
$13,431,140$14,313,429 $11,621,119$4,227,696 $0$12,802,422 -0-

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 (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
CCA OF TENNESSEE LLC EMPLOYEEBENEFIT TRUSTTNY43 $59,071,851$54,792,753 VP & Trust Officer$6,000 Same NTEE code Y43, revenue within 2x, same state
UFCW LOCAL 2013 HEALTH AND WELFARE FUNDNYY43 $51,741,435$48,439,622 UNION TRUSTEE$0 Same NTEE code Y43, revenue within 2x, similar mission
NORTHERN NEW JERSEY TEAMSTERS BENEFIT FUNDNJY43 $35,255,907$34,877,052 TRUSTEE$225,058 Same NTEE code Y43, revenue within 2x, similar mission
ATI USW VEBA TRUSTPAY43 $41,280,644$22,568,424 TRUSTEE$29,739 Same NTEE code Y43, revenue within 2x, similar mission
VEBA HEALTH INSURANCE TRUST FOR NON-UNION EMPLOYEES OF KEYSPANPAY43 $56,104,317$47,697,484 TRUSTEE (See Schedule O)$74,512 Same NTEE code Y43, revenue within 2x, similar mission
DOMINION RESOURCES INC TRANSMISSION UNION WELFARE TRUSTNYY43 $41,230,924$4,773,779 See Schedule O)$50 Same NTEE code Y43, revenue within 2x, similar mission
LAS VEGAS METROPOLITAN POLICE DEPT EMPLOYEE HEALTH & WELFARE TRUSTNVY43 $77,316,886$79,912,195 EMPLOYEE$105,609 Same NTEE code Y43, revenue within 2x, similar mission
UFCW LOCAL ONE HEALTH CARE FUNDNYY43 $73,394,829$61,191,827 TRUSTEE$373,746 Same NTEE code Y43, revenue within 2x
UFCW UNIONS & PARTCIPATING EMPLOYERS HEALTH AND WELFARE FUNDNJY43 $49,017,734$46,725,814 CHAIR/TRUSTE$0 Same NTEE code Y43, revenue within 2x, similar mission
LOCAL 99 UNITE HEALTH AND WELFARE FUNDNJY43 $27,943,705$27,469,021 TRUSTEE$0 Same NTEE code Y43, revenue within 2x
IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUNDNJY43 $31,470,152$27,032,346 TRUSTEE$395,059 Same NTEE code Y43, revenue within 2x, similar mission
TAMPA FIREFIGHTERS AND POLICE OFFICERS EMPLOYEE HEALTH PLANFLY43 $28,121,541$22,832,524 Union Trustee$0 Same NTEE code Y43, revenue within 2x, similar mission
MID-ATLANTIC REGIONAL COUNCIL OF CARPENTERS HEALTH TRUST FUNDMDY43 $32,771,112$30,707,480 TRUSTEE$398,220 Same NTEE code Y43, revenue within 2x
TEAMSTERS 261 & EMPLOYERS WELFARE FUNDPAY43 $41,614,608$41,960,901 TRUSTEE$88,100 Same NTEE code Y43, revenue within 2x, similar mission
HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TRUSTWAY43 $35,826,674$36,237,635 TRUSTEE$89,613 Same NTEE code Y43, revenue within 2x, similar mission
BOILERMAKER VACATION TRUSTCAY43 $42,216,320$39,269,890 CHAIRMAN$0 Same NTEE code Y43, revenue within 2x, similar mission
BRICKLAYERS & ALLIED CRAFTWORKERS LOCAL 1 PA-DE HEALTH & WELFARE FUDPAY43 $35,415,586$25,902,007 UNION TRUSTEE$258,865 Same NTEE code Y43, revenue within 2x, similar mission
MIDDLETOWN WORKS HOURLY & SALARIED UNION RETIREES HEALTH CARE FUNDOHY43 $92,236,257$53,960,077 CO-CHAIRMAN$38,000 Same NTEE code Y43, revenue within 2x
SERVICE EMPLOYEES 32BJ NORTH HEALTH FUNDNYY43 $56,316,719$43,350,213 TRUSTEE$247,232 Same NTEE code Y43, revenue within 2x
WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUSTWAY43 $27,326,395$27,050,923 ADMINISTRATOR$275,677 Same NTEE code Y43, revenue within 2x, similar mission
HEALTH REIMBURSEMENT ACCOUNT FUND OF THE ELECTRICAL INDUSTRYNYY43 $62,640,229$66,114,510 Trustee$0 Same NTEE code Y43, revenue within 2x
IAFF LOCAL 587 HEALTH INS TR FUNDFLY43 $33,448,314$83,617,541 BENEFITS COO$70,915 Same NTEE code Y43, revenue within 2x
OREGON HOMECARE WORKERS BENEFIT TRORY43 $35,978,160$31,088,577 CHAIR$0 Same NTEE code Y43, revenue within 2x, similar mission
OMNITRADE HEALTH TRWAY43 $54,720,392$54,566,124 TRUSTEE$83,078 Same NTEE code Y43, revenue within 2x
PIPE FITTERS UNION HEALTH AND WELFARE FUND LOCAL 392OHY43 $38,272,639$31,751,056 TRUSTEE$197,312 Same NTEE code Y43, revenue within 2x

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
INSTITUTE OF INTERNATIONAL EDUCATION INC DAF sponsor$10,454,74110 12015–2024 RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK
THE BANK OF NEW YORK MELLON CORPORATION FOUNDATION Private foundation$3,000,0001 12021–2021 RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK
NATIONAL SCIENCE TEACHING ASSOCIATION DAF sponsor$79,5503 12021–2023 RESEARCH FOUNDATION FOR THE CITY UNIVERSITY OF NEW YORK

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 · $50,628,965 spent · pay $16,537 · grants $0 · events $30,534
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $46,515,007--- 91.9%
Insurance $1,742,665--- 3.4%
Fees: other services $1,192,146--- 2.4%
Fees: management $816,000--- 1.6%
Fees: investment management $118,179--- 0.2%
Fees: legal $57,394--- 0.1%
Office expenses $45,190--- 0.1%
Fees: accounting $31,375--- 0.1%
Conferences, conventions and meetings $30,534--- 0.1%
Other (as described)PCORI FEE $25,815--- 0.1%
Other (as described)CREDIT CARD FEES $18,155--- 0.0%
Payroll taxes $16,537--- 0.0%
Other (as described)CYBER LIABILITY INSURANCE $8,112--- 0.0%
Other (as described)FIDUCIARY LIABILITY INSUR $7,070--- 0.0%
All other expenses $4,786--- 0.0%
Total$50,628,965100%

View the filing

2023 · Form 990 · $46,727,803 spent · pay $17,243 · grants $0 · events $25,379
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $42,712,322--- 91.4%
Fees: other services $1,491,256--- 3.2%
Insurance $1,444,388--- 3.1%
Fees: management $776,000--- 1.7%
Fees: investment management $95,141--- 0.2%
Fees: legal $42,776--- 0.1%
Office expenses $39,564--- 0.1%
Conferences, conventions and meetings $25,379--- 0.1%
Other (as described)PCORI FEE $22,716--- 0.0%
Fees: accounting $18,900--- 0.0%
Other (as described)CREDIT CARD FEES $17,408--- 0.0%
Payroll taxes $17,243--- 0.0%
All other expenses $8,411--- 0.0%
Other (as described)BANK CHARGES $8,325--- 0.0%
Other (as described)CYBER LIABILITY INSURANCE $7,974--- 0.0%
Total$46,727,803100%

View the filing

2022 · Form 990 · $39,761,912 spent · pay $20,674 · grants $0 · events $34,460
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $35,949,295--- 90.4%
Fees: other services $1,443,475--- 3.6%
Insurance $1,274,646--- 3.2%
Fees: management $756,000--- 1.9%
Fees: investment management $107,245--- 0.3%
Office expenses $44,360--- 0.1%
Fees: legal $42,745--- 0.1%
Conferences, conventions and meetings $34,460--- 0.1%
Fees: accounting $29,350--- 0.1%
Other (as described)PCORI FEE $20,811--- 0.1%
Payroll taxes $20,674--- 0.1%
Other (as described)CREDIT CARD FEES $17,335--- 0.0%
Other (as described)CYBER LIABILITY INSURANCE $7,394--- 0.0%
All other expenses $7,109--- 0.0%
Other (as described)FIDUCIARY LIABILITY INSUR $7,013--- 0.0%
Total$39,761,912100%

View the filing

2021 · Form 990 · $41,816,932 spent · pay $26,615 · grants $0 · events $24,440
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $38,146,895--- 91.2%
Fees: other services $1,335,798--- 3.2%
Insurance $1,171,498--- 2.8%
Fees: management $756,000--- 1.8%
Fees: investment management $148,510--- 0.4%
Office expenses $75,482--- 0.2%
Fees: legal $61,461--- 0.1%
Payroll taxes $26,615--- 0.1%
Conferences, conventions and meetings $24,440--- 0.1%
Fees: accounting $22,650--- 0.1%
Other (as described)PCORI FEE $20,700--- 0.0%
Other (as described)CREDIT CARD FEES $13,111--- 0.0%
Other (as described)FIDUCIARY LIABILITY INSUR $6,576--- 0.0%
Other (as described)BANK SERVICE CHARGES $5,439--- 0.0%
All other expenses $1,757--- 0.0%
Total$41,816,932100%

View the filing

2020 · Form 990 · $38,673,828 spent · pay $15,937 · grants $0 · events $5,292
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $34,908,616--- 90.3%
Fees: other services $1,551,008--- 4.0%
Insurance $1,188,907--- 3.1%
Fees: management $720,000--- 1.9%
Fees: investment management $136,886--- 0.4%
Fees: legal $59,061--- 0.2%
Office expenses $32,684--- 0.1%
Fees: accounting $21,200--- 0.1%
Other (as described)PCORI FEE $20,770--- 0.1%
Payroll taxes $15,937--- 0.0%
Other (as described)FIDUCIARY LIABILITY INSUR $6,576--- 0.0%
Other (as described)BANK SERVICE CHARGES $5,578--- 0.0%
Conferences, conventions and meetings $5,292--- 0.0%
Other (as described)BOND EXPENSE $1,056--- 0.0%
All other expenses $257--- 0.0%
Total$38,673,828100%

View the filing

2019 · Form 990 · $34,711,252 spent · pay $17,129 · grants $0 · events $30,197
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $31,174,945--- 89.8%
Fees: other services $2,104,068--- 6.1%
Fees: management $684,000--- 2.0%
Insurance $459,490--- 1.3%
Fees: investment management $114,349--- 0.3%
Fees: legal $48,790--- 0.1%
Conferences, conventions and meetings $30,197--- 0.1%
Office expenses $29,421--- 0.1%
Fees: accounting $18,925--- 0.1%
Other (as described)PCORI FEE $18,164--- 0.1%
Payroll taxes $17,129--- 0.0%
Other (as described)FIDUCIARY LIABILITY INSUR $6,576--- 0.0%
Other (as described)BANK SERVICE CHARGES $3,459--- 0.0%
All other expenses $1,140--- 0.0%
Other (as described)IRS ELECTRONIC FILING FEE $599--- 0.0%
Total$34,711,252100%

View the filing

2018 · Form 990 · $36,710,089 spent · pay $20,396 · grants $0 · events $32,252
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $33,867,426--- 92.3%
Fees: other services $1,439,847--- 3.9%
Fees: management $684,000--- 1.9%
Insurance $435,749--- 1.2%
Fees: investment management $113,538--- 0.3%
Fees: legal $37,071--- 0.1%
Conferences, conventions and meetings $32,252--- 0.1%
Office expenses $28,083--- 0.1%
Fees: accounting $22,535--- 0.1%
Payroll taxes $20,396--- 0.1%
Other (as described)PCORI FEE $17,067--- 0.0%
Other (as described)FIDUCIARY LIABILITY INSUR $6,527--- 0.0%
Other (as described)BANK SERVICE CHARGES $4,074--- 0.0%
All other expenses $990--- 0.0%
Other (as described)FOREIGN TAXES WITHHELD $534--- 0.0%
Total$36,710,089100%

View the filing

2017 · Form 990 · $34,810,897 spent · pay $18,707 · grants $0 · events $30,883
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $31,749,646--- 91.2%
Fees: other services $1,383,464--- 4.0%
Fees: management $684,000--- 2.0%
Insurance $608,582--- 1.7%
Fees: investment management $123,073--- 0.4%
Other (as described)TRANSITIONAL REINSURANCE $68,324--- 0.2%
Office expenses $44,029--- 0.1%
Fees: legal $38,419--- 0.1%
Fees: accounting $35,665--- 0.1%
Conferences, conventions and meetings $30,883--- 0.1%
Payroll taxes $18,707--- 0.1%
Other (as described)PCORI FEE $10,866--- 0.0%
Other (as described)FIDUCIARY LIABILITY INSUR $6,481--- 0.0%
Other (as described)BANK SERVICE CHARGES $5,258--- 0.0%
All other expenses $3,500--- 0.0%
Total$34,810,897100%

View the filing

2016 · Form 990 · $20,391,940 spent · pay $0 · grants $0 · events $23,320
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $19,494,402--- 95.6%
Fees: other services $663,370--- 3.3%
Fees: investment management $101,053--- 0.5%
Fees: legal $44,038--- 0.2%
Office expenses $42,891--- 0.2%
Conferences, conventions and meetings $23,320--- 0.1%
Fees: accounting $11,543--- 0.1%
Insurance $6,872--- 0.0%
Other (as described)BANK FEES $4,451--- 0.0%
Total$20,391,940100%

View the filing

2015 · Form 990 · $16,969,341 spent · pay $0 · grants $0 · events $17,339
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $16,158,065--- 95.2%
Fees: other services $591,418--- 3.5%
Fees: investment management $87,181--- 0.5%
Fees: accounting $45,256--- 0.3%
Fees: legal $38,976--- 0.2%
Office expenses $20,106--- 0.1%
Conferences, conventions and meetings $17,339--- 0.1%
Insurance $6,756--- 0.0%
Other (as described)BANK FEES $4,244--- 0.0%
Total$16,969,341100%

View the filing

2014 · Form 990 · $17,138,646 spent · pay $0 · grants $0 · events $18,309
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $16,485,310--- 96.2%
Fees: other services $463,510--- 2.7%
Fees: investment management $85,287--- 0.5%
Fees: legal $37,880--- 0.2%
Office expenses $26,703--- 0.2%
Conferences, conventions and meetings $18,309--- 0.1%
Fees: accounting $10,026--- 0.1%
Insurance $6,692--- 0.0%
Other (as described)BANK FEES $4,929--- 0.0%
Total$17,138,646100%

View the filing

2013 · Form 990 · $14,839,983 spent · pay $0 · grants $0 · events $14,674
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $14,218,655--- 95.8%
Fees: other services $453,317--- 3.1%
Fees: investment management $81,701--- 0.6%
Fees: legal $29,503--- 0.2%
Fees: accounting $15,685--- 0.1%
Office expenses $15,372--- 0.1%
Conferences, conventions and meetings $14,674--- 0.1%
Insurance $6,080--- 0.0%
Other (as described)BANK FEES $4,996--- 0.0%
Total$14,839,983100%

View the filing

2012 · Form 990 · $14,308,373 spent · pay $0 · grants $0 · events $9,979
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $13,721,444--- 95.9%
Fees: other services $436,533--- 3.1%
Fees: investment management $71,521--- 0.5%
Fees: legal $23,353--- 0.2%
Fees: accounting $20,240--- 0.1%
Office expenses $12,714--- 0.1%
Conferences, conventions and meetings $9,979--- 0.1%
Insurance $9,526--- 0.1%
Other (as described)BANK FEES $3,063--- 0.0%
Total$14,308,373100%

View the filing

2011 · Form 990 · $12,465,299 spent · pay $0 · grants $0 · events $10,482
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $11,913,187$11,913,187-- 95.6%
Fees: other services $421,650-$421,650- 3.4%
Fees: investment management $46,821-$46,821- 0.4%
Fees: legal $29,573-$29,573- 0.2%
Office expenses $20,655-$20,655- 0.2%
Fees: accounting $13,393-$13,393- 0.1%
Conferences, conventions and meetings $10,482-$10,482- 0.1%
Insurance $9,538-$9,538- 0.1%
Total$12,465,299100%

View the filing

2010 · Form 990 · $14,313,429 spent · pay $0 · grants $0 · events $7,839
LineAs describedTotalProgramManagementFundraisingShare
Benefits paid to members $13,761,092$13,761,092-- 96.1%
Fees: other services $421,650-$421,650- 2.9%
Fees: investment management $48,917-$48,917- 0.3%
Fees: legal $30,634-$30,634- 0.2%
Office expenses $25,109-$25,109- 0.2%
Insurance $9,568-$9,568- 0.1%
Fees: accounting $8,620-$8,620- 0.1%
Conferences, conventions and meetings $7,839-$7,839- 0.1%
Total$14,313,429100%

View the filing