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Local 807 Labor & Mgmt Health Fund

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$18M (2023)

Expenses
$11.2M (2023)

Total Assets
$73.2M (2023)

Total Liabilities
$2.57M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,002,169
Expenses
$11,220,565
Net Income
$6,781,604
Net Assets
$70,660,809
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,705,462
59.5%
Investment Income $1,809,235
10.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $73,620
0.4%
Net Fundraising $0
Sales of Assets $5,413,852
30.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $224,845
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $542,922
4.8%
Assets/Debt
Total Assets $73,235,727
Total Liabilities $2,574,918
Net Assets $70,660,809
Compensation
Key Employees and Officers Compensation Related Other
Teresa Casanova (Fund Admin.) $178,499 $0 $46,577
Anthony Storz (Union Trustee) $0 $0 $0
Demos Demopoulos (Union Trustee) $0 $0 $0
Stephen Malone Thru 12023 (Union Trustee) $0 $0 $0
Scott Little (Mgt Trustee) $0 $0 $0
Robert Holden (Mgt Trustee) $0 $0 $0
Peter Ingram (Mgt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,681,321
Expenses
$11,182,727
Net Income
$498,594
Net Assets
$69,643,770
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,381,332
88.9%
Investment Income $1,401,971
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $172,971
1.5%
Net Fundraising $0
Sales of Assets -$274,953
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $221,863
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $560,887
5.0%
Assets/Debt
Total Assets $71,137,146
Total Liabilities $1,493,376
Net Assets $69,643,770
Compensation
Key Employees and Officers Compensation Related Other
Teresa Casanova (Fund Admin.) $179,037 $0 $45,094
Anthony Storz (Union Trustee) $0 $0 $0
Luis Herrera Thru 052022 (Union Trustee) $0 $0 $0
Demos Demopoulos Eff 092021 (Union Trustee) $0 $0 $0
Stephen Malone Eff 052022 (Union Trustee) $0 $0 $0
Marty Meyers Thru 092021 (Union Trustee) $0 $0 $0
Scott Little (Mgt Trustee) $0 $0 $0
Robert Holden (Mgt Trustee) $0 $0 $0
Peter Ingram (Mgt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,999,699
Expenses
$11,804,605
Net Income
$1,195,094
Net Assets
$74,102,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,357,588
72.0%
Investment Income $1,562,677
12.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $167,186
1.3%
Net Fundraising $0
Sales of Assets $1,912,248
14.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $220,896
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $607,398
5.1%
Assets/Debt
Total Assets $75,545,076
Total Liabilities $1,442,944
Net Assets $74,102,132
Compensation
Key Employees and Officers Compensation Related Other
Teresa Casanova (Fund Admin.) $167,954 $0 $44,937
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan Thru 032021 (Union Trustee) $0 $0 $0
Marty Meyers Eff 042021 (Union Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0
Scott Little (Mgt Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Robert Holden (Mgt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,441,577
Expenses
$11,798,564
Net Income
$643,013
Net Assets
$71,491,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,456,077
84.0%
Investment Income $1,605,358
12.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $165,684
1.3%
Net Fundraising $0
Sales of Assets $214,458
1.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $201,680
1.7%
Professional Fundraising Fees $0
Other Salaries and Wages $605,312
5.1%
Assets/Debt
Total Assets $73,465,201
Total Liabilities $1,973,767
Net Assets $71,491,434
Compensation
Key Employees and Officers Compensation Related Other
Teresa Casanova (Fund Admin.) $151,670 $0 $44,417
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan (Union Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0
Scott Little (Mgt Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Robert Holden (Mgt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,513,697
Expenses
$11,932,686
Net Income
$4,581,011
Net Assets
$69,873,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,699,463
76.9%
Investment Income $1,473,616
8.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $157,691
1.0%
Net Fundraising $0
Sales of Assets $2,182,927
13.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $195,091
1.6%
Professional Fundraising Fees $0
Other Salaries and Wages $622,010
5.2%
Assets/Debt
Total Assets $71,817,473
Total Liabilities $1,944,240
Net Assets $69,873,233
Compensation
Key Employees and Officers Compensation Related Other
Teresa Casanova (Fund Admin.) $140,185 $0 $43,173
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan (Union Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0
Allen B Swerdlick Thru 1118 (Mgt Trustee) $0 $0 $0
Scott Little Eff 1118 (Mgt Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Robert Holden (Mgt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,618,804
Expenses
$12,350,623
Net Income
$2,268,181
Net Assets
$61,845,779
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,928,863
88.4%
Investment Income $1,393,988
9.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $150,968
1.0%
Net Fundraising $0
Sales of Assets $144,985
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $372,671
3.0%
Professional Fundraising Fees $0
Other Salaries and Wages $574,399
4.7%
Assets/Debt
Total Assets $63,893,597
Total Liabilities $2,047,818
Net Assets $61,845,779
Compensation
Key Employees and Officers Compensation Related Other
Alfred Fernandez Thru 518 (Fund Admin.) $200,340 $0 $36,099
Teresa Casanova Eff 618 (Fund Admin.) $101,010 $0 $43,446
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan (Union Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0
Allen B Swerdlick (Mgt Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Robert Holden (Mgt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,952,193
Expenses
$11,338,628
Net Income
$2,613,565
Net Assets
$59,302,823
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,523,861
89.8%
Investment Income $1,296,760
9.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $144,183
1.0%
Net Fundraising $0
Sales of Assets -$12,611
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $242,108
2.1%
Professional Fundraising Fees $0
Other Salaries and Wages $621,952
5.5%
Assets/Debt
Total Assets $61,074,683
Total Liabilities $1,771,860
Net Assets $59,302,823
Compensation
Key Employees and Officers Compensation Related Other
Alfred Fernandez (Fund Admin.) $200,340 $0 $41,012
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan (Union Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Anthony Zappulla Thru 117 (Mgt Trustee) $0 $0 $0
Allen B Swerdlick (Mgt Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0
Robert Holden Eff 117 (Mgt Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,377,663
Expenses
$13,732,546
Net Income
-$354,883
Net Assets
$55,886,496
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,353,254
92.3%
Investment Income $1,163,564
8.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $153,027
1.1%
Net Fundraising $0
Sales of Assets -$292,182
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $247,450
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $633,621
4.6%
Assets/Debt
Total Assets $58,757,200
Total Liabilities $2,870,704
Net Assets $55,886,496
Compensation
Key Employees and Officers Compensation Related Other
Alfred Fernandez (Fund Admin.) $202,780 $0 $39,379
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan (Union Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Anthony Zappulla (Mgt Trustee) $0 $0 $0
Allen B Swerdlick (Mgt Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,720,888
Expenses
$11,810,336
Net Income
$5,910,552
Net Assets
$53,764,711
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,823,211
66.7%
Investment Income $991,395
5.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $132,511
0.7%
Net Fundraising $0
Sales of Assets $4,773,771
26.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $227,905
1.9%
Professional Fundraising Fees $0
Other Salaries and Wages $628,396
5.3%
Assets/Debt
Total Assets $55,991,584
Total Liabilities $2,226,873
Net Assets $53,764,711
Compensation
Key Employees and Officers Compensation Related Other
Alfred Fernandez (Fund Admin.) $190,800 $0 $37,608
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan (Union Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Anthony Zappulla (Mgt Trustee) $0 $0 $0
Allen B Swerdlick (Mgt Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,643,100
Expenses
$11,172,378
Net Income
$4,470,722
Net Assets
$53,184,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,111,334
77.4%
Investment Income $440,124
2.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $133,586
0.9%
Net Fundraising $0
Sales of Assets $2,958,056
18.9%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $223,230
2.0%
Professional Fundraising Fees $0
Other Salaries and Wages $591,227
5.3%
Assets/Debt
Total Assets $55,353,886
Total Liabilities $2,169,693
Net Assets $53,184,193
Compensation
Key Employees and Officers Compensation Related Other
Alfred Fernandez (Fund Admin.) $187,200 $0 $36,030
Anthony Storz (Union Trustee) $0 $0 $0
John Sullivan (Union Trustee) $0 $0 $0
John Zak (Mgt Trustee) $0 $0 $0
Anthony Zappulla (Mgt Trustee) $0 $0 $0
Allen B Swerdlick (Mgt Trustee) $0 $0 $0
Luis Herrera (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,794,004
Expenses
$9,449,697
Net Income
$2,344,307
Net Assets
$46,709,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,321,753
96.0%
Investment Income $187,193
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $139,887
1.2%
Net Fundraising $0
Sales of Assets $145,171
1.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $221,774
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $581,082
6.1%
Assets/Debt
Total Assets $48,407,505
Total Liabilities $1,698,059
Net Assets $46,709,446

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,961,316
Expenses
$10,211,607
Net Income
$2,749,709
Net Assets
$42,601,281
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,865,223
91.5%
Investment Income $534,976
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $129,650
1.0%
Net Fundraising $0
Sales of Assets $431,467
3.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $232,939
2.3%
Professional Fundraising Fees $0
Other Salaries and Wages $542,656
5.3%
Assets/Debt
Total Assets $43,608,479
Total Liabilities $1,007,198
Net Assets $42,601,281

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,102,516
Expenses
$11,349,596
Net Income
$1,752,920
Net Assets
$38,024,405
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,128,813
92.6%
Investment Income $846,084
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $127,619
1.0%
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $202,260
1.8%
Professional Fundraising Fees $0
Other Salaries and Wages $559,140
4.9%
Assets/Debt
Total Assets $41,161,786
Total Liabilities $3,137,381
Net Assets $38,024,405

Document Links

Fiscal Year Ending Aug.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Aug.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

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