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COLLECTIVELY BARGAINED MULTI-EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS & THEIR DEPENDENTS
Source: IRS Form 990 (Tax Year 2024)
Source: IRS e-Filed Form 990 (from the IRS e-File system), Tax Year 2024
Total Revenue
▼$93.7M
Program Spending
0%
of total expenses go to program services
Total Contributions
$0
Total Expenses
▼$80.9M
Total Assets
$190.3M
Total Liabilities
▼$19.5M
Net Assets
$170.8M
Officer Compensation
→N/A
Other Salaries
$503.8K
Investment Income
$8.2M
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 2024 · 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 |
|---|---|---|---|---|---|
| 2024IRS e-File | $93.7M | $0 | $80.9M | $190.3M | $170.8M |
| 2023IRS e-File | $80.8M | $0 | $73.4M | $173.5M | $156.2M |
| 2022 | $73.1M | $0 | $65.6M | $156.2M | $141.3M |
| 2021 | $70.1M |
Sources: ProPublica Nonprofit Explorer & IRS e-File Index
| Tax Year | Form Type | Source | Documents |
|---|---|---|---|
| 2024 | 990 | IRS e-File | PDF not yet published by IRSView Filing → |
| 2023 | 990 | DataIRS e-File | PDF not yet published by IRSView Filing → |
| 2022 | 990 | DataIRS e-File |
Financial data: IRS e-Filed Form 990 (Tax Year 2024)
Leadership & compensation: IRS e-Filed Form 990, Part VII (Tax Year 2024)
Organization info: IRS Business Master File
| Total |
|---|
| Joseph Montelle | Fund Adminis | 22 | $0 | $287.8K | $126K | $413.8K |
| Mary Cimino | Asst Fund Ad | 16 | $0 | $140.9K | $90K | $230.9K |
Joseph Montelle
Fund Adminis
$413.8K
Hrs/Wk
22
Compensation
$0
Related Orgs
$287.8K
Other
$126K
Mary Cimino
Asst Fund Ad
$230.9K
Hrs/Wk
16
Compensation
$0
Related Orgs
$140.9K
Other
$90K
Highest compensated employees who are not officers or directors.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Fernando Neto | Fund Employe | 16 | $150.9K | $0 | $0 | $150.9K |
| John Kobel | Fund Employe | — | $139.5K | $0 | $0 | $139.5K |
| Cynthia Wong | Fund Employe | 12 | $133.4K | $0 | $0 | $133.4K |
| Denise Alioto | Fund Employe | 37 | $118.6K | $0 | $0 | $118.6K |
| Dianne Baccari | Fund Employe | 37 |
Fernando Neto
Fund Employe
$150.9K
Hrs/Wk
16
Compensation
$150.9K
Related Orgs
$0
Other
$0
John Kobel
Fund Employe
$139.5K
Hrs/Wk
—
Compensation
$139.5K
Related Orgs
$0
Other
$0
Cynthia Wong
Fund Employe
$133.4K
Hrs/Wk
12
Compensation
$133.4K
Related Orgs
$0
Other
$0
Members of the governing board. Board members often serve without compensation.
| Name | Title | Hrs/Wk | Compensation | Related Orgs | Other | Total |
|---|---|---|---|---|---|---|
| Francisco Fernandez | Union Truste | — | $0 | $233K | $126K | $359K |
| Keith Loscalzo | Union Truste | — | $0 | $289.4K | $126K | $415.4K |
| Mark Rosen | Employer Tru | — | $0 | $0 | $0 | $0 |
| Robert Wessels | Employer Tru | — | $0 |
Francisco Fernandez
Union Truste
$359K
Hrs/Wk
—
Compensation
$0
Related Orgs
$233K
Other
$126K
Keith Loscalzo
Union Truste
$415.4K
Hrs/Wk
—
Compensation
$0
Related Orgs
$289.4K
Other
$126K
Mark Rosen
Employer Tru
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0
| $0 |
| $58.4M |
| $157.9M |
| $146.2M |
| 2020 | $64.3M | $0 | $54.2M | $144.4M | $133.7M |
| 2019 | $70.7M | $0 | $55.2M | $132M | $120M |
| 2018 | $58.1M | $0 | $42.4M | $104M | $96.4M |
| 2017 | $50.7M | $0 | $35M | $90M | $82.8M |
| 2016 | $40.1M | $0 | $27.5M | $63.9M | $63.7M |
| 2015 | $33M | $0 | $28.1M | $49.7M | $49.4M |
| 2014 | $29.3M | $0 | $25.5M | $46M | $45.8M |
| 2013 | $30.5M | $0 | $25.3M | $38.2M | $38.1M |
| 2012 | $28.3M | $0 | $24.9M | $33.1M | $32.9M |
| 2011 | $26.1M | $0 | $23.9M | $28.8M | $28.6M |
PDF not yet published by IRSView Filing → |
| 2021 | 990 | Data |
| 2020 | 990 | Data |
| 2019 | 990 | Data |
| 2018 | 990 | Data |
| 2017 | 990 | Data | PDF not yet published by IRS |
| 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 | — |
| $101K |
| $0 |
| $0 |
| $101K |
Denise Alioto
Fund Employe
$118.6K
Hrs/Wk
37
Compensation
$118.6K
Related Orgs
$0
Other
$0
Dianne Baccari
Fund Employe
$101K
Hrs/Wk
37
Compensation
$101K
Related Orgs
$0
Other
$0
| $0 |
| $0 |
| $0 |
Robert Wessels
Employer Tru
$0
Hrs/Wk
—
Compensation
$0
Related Orgs
$0
Other
$0