Loading organization details...
Loading organization details...
THE PRIMARY PURPOSE OF THE PLAN IS TO PROVIDE MEDICAL, DEATH, OPTICAL, DENTAL, VACATION AND UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2023
Total Revenue
▼$48.2M
Total Contributions
$0
Total Expenses
▼$47.4M
Total Assets
$33.1M
Total Liabilities
▼$14.3M
Net Assets
$18.8M
Officer Compensation
→N/A
Other Salaries
$457.9K
Investment Income
$1.1M
Fundraising
▼N/A
Source: USAspending.gov
No federal awards found for this organization.
USAspending.gov tracks federal grants, cooperative agreements, and other financial assistance. Not all nonprofits receive federal funding.
Source: Federal Audit Clearinghouse (fac.gov)
No federal single audit records found for this organization.
Single audits are required for entities expending $750,000+ in federal awards annually.
Tax Year 2023 · Source: IRS e-Filed Form 990Schedule J available
Individuals serving as officers, directors, or trustees of the organization.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other |
|---|
Source: IRS Publication 78, Auto-Revocation List & e-Postcard Data
Tax-deductible contributions: Not confirmed
No additional tax-exempt status records found in ReconForce's database.
Sources: IRS e-Filed Form 990 (XML) & ProPublica Nonprofit Explorer
Scroll →
| Year | Revenue | Contributions | Expenses | Assets | Net Assets |
|---|---|---|---|---|---|
| 2023IRS e-File | $48.2M | $0 | $47.4M | $33.1M | $18.8M |
| 2022IRS e-File | $47.2M | $0 | $45.9M | $31.3M | $17.8M |
| 2021 | $41.8M | $0 | $39.1M | $24.6M | $13.3M |
| 2020 | $38.9M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
Financial data: IRS e-Filed Form 990 (Tax Year 2023)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2023)
Organization info: IRS Business Master File
| Total |
|---|
| John Duffy | Trustee | 2 | $0 | $356.7K | $80.8K | $437.5K |
| William Duffy Jr | Chairman/administrator | 2 | $0 | $300.3K | $97.3K | $397.5K |
| Stephen Barnett | Plan Administrator | 18 | $0 | $291.3K | $72.1K | $363.4K |
John Duffy
Trustee
$437.5K
Hrs/Wk
2
Compensation
$0
Related Orgs
$356.7K
Other
$80.8K
William Duffy Jr
Chairman/administrator
$397.5K
Hrs/Wk
2
Compensation
$0
Related Orgs
$300.3K
Other
$97.3K
Stephen Barnett
Plan Administrator
$363.4K
Hrs/Wk
18
Compensation
$0
Related Orgs
$291.3K
Other
$72.1K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Christopher Duffy | Annuity Admin | — | $0 | $246.4K | $58.4K | $304.8K |
| Enrique Guzman | Organizer | — | $0 | $190.3K | $86.4K | $276.7K |
| Scott Tierney | Instructor | — | $0 | $178.3K | $31.5K |
Christopher Duffy
Annuity Admin
$304.8K
Hrs/Wk
—
Compensation
$0
Related Orgs
$246.4K
Other
$58.4K
Enrique Guzman
Organizer
$276.7K
Hrs/Wk
—
Compensation
$0
Related Orgs
$190.3K
Other
$86.4K
Scott Tierney
Instructor
$209.8K
Hrs/Wk
—
Compensation
$0
Related Orgs
$178.3K
Other
$31.5K
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Anthony Malizia | Trustee | 2 | $0 | $301.5K | $96.1K | $397.6K |
| Dennis Adrian | Trustee | 2 | $0 | $298.2K | $96.1K | $394.2K |
| James Haney Iii | Trustee | 2 | $0 | $0 | $0 | $0 |
| James Pratt Iii | Trustee | 2 | $0 | $0 |
Anthony Malizia
Trustee
$397.6K
Hrs/Wk
2
Compensation
$0
Related Orgs
$301.5K
Other
$96.1K
Dennis Adrian
Trustee
$394.2K
Hrs/Wk
2
Compensation
$0
Related Orgs
$298.2K
Other
$96.1K
James Haney Iii
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $34.2M |
| $21.5M |
| $10.7M |
| 2019 | $37.4M | $0 | $34.9M | $15.6M | $5.6M |
| 2018 | $29.1M | $0 | $27.1M | $11M | $2.9M |
| 2017 | $27.3M | $0 | $28.1M | $9.8M | $823.9K |
| 2016 | $26.6M | $0 | $26M | $8.6M | $1.6M |
| 2015 | $23.1M | $0 | $22.2M | $8.1M | $1.1M |
| 2014 | $20.4M | $0 | $23.2M | $6.8M | $105.9K |
| 2013 | $21M | $0 | $20.4M | $8.3M | $2.9M |
| 2012 | $20.3M | $0 | $21M | $7.6M | $2.4M |
| 2011 | $19.9M | $0 | $19.6M | $8.2M | $3.1M |
| 2021 | 990 | Data |
| 2020 | 990 | Data | PDF not yet published by IRS |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data |
| 2016 | 990 | Data |
| 2015 | 990 | Data |
| 2014 | 990 | Data |
| 2013 | 990 | Data |
| 2012 | 990 | Data |
| 2011 | 990 | Data |
| 2010 | 990 | — |
| 2009 | 990 | — |
| 2008 | 990 | — |
| 2007 | 990 | — |
| 2006 | 990 | — |
| 2005 | 990 | — |
| 2004 | 990 | — |
| $209.8K |
| Lisa Harden | Claims Admin | 40 | $107.8K | $0 | $31.5K | $139.3K |
| Anne Mcdonnaugh | Bookkeeper | 38 | $103.9K | $0 | $31.5K | $135.4K |
Lisa Harden
Claims Admin
$139.3K
Hrs/Wk
40
Compensation
$107.8K
Related Orgs
$0
Other
$31.5K
Anne Mcdonnaugh
Bookkeeper
$135.4K
Hrs/Wk
38
Compensation
$103.9K
Related Orgs
$0
Other
$31.5K
| $0 |
| $0 |
| John J Duffy | Trustee | 2 | $0 | $305K | $96.1K | $401.1K |
| Marc Herbst | Trustee | 2 | $0 | $0 | $0 | $0 |
| Shawn Coles | Trustee | — | $0 | $298.7K | $96.1K | $394.7K |
| Vincent D Razzano | Apprentice Director | 2 | $0 | $243K | $78K | $321K |
James Pratt Iii
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
John J Duffy
Trustee
$401.1K
Hrs/Wk
2
Compensation
$0
Related Orgs
$305K
Other
$96.1K
Marc Herbst
Trustee
$0
Hrs/Wk
2
Compensation
$0
Related Orgs
$0
Other
$0
Shawn Coles
Trustee
$394.7K
Hrs/Wk
—
Compensation
$0
Related Orgs
$298.7K
Other
$96.1K
Vincent D Razzano
Apprentice Director
$321K
Hrs/Wk
2
Compensation
$0
Related Orgs
$243K
Other
$78K