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Usw District 10 Local 286 Welfare Trust 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
$19.6M (2023)

Expenses
$18.6M (2023)

Total Assets
$10.1M (2023)

Total Liabilities
$155k (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 Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,600,161
Expenses
$18,602,428
Net Income
$997,733
Net Assets
$9,947,428
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,429,937
99.1%
Investment Income $217,549
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$47,325
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $96,026
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,102,239
Total Liabilities $154,811
Net Assets $9,947,428
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $0 $319,832 $106,962
Edina Decarlo (Union Trustee) $0 $129,839 $44,715
Mario Tatom (Union Trustee) $0 $60,345 $69,817
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $105,551 $100,218
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambon (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
Jeff Bregman (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,709,191
Expenses
$18,873,383
Net Income
$835,808
Net Assets
$8,784,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,728,387
> 100%
Investment Income $158,585
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$177,781
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $94,411
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,880,980
Total Liabilities $96,734
Net Assets $8,784,246
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $0 $316,127 $83,813
Edina Decarlo (Union Trustee) $0 $121,736 $19,623
Mario Tatom (Union Trustee) $0 $63,162 $47,224
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $100,809 $52,350
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
Jeff Bregman (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,307,586
Expenses
$18,230,613
Net Income
-$923,027
Net Assets
$8,197,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $64,096
0.4%
Program Services $17,061,017
98.6%
Investment Income $155,264
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $27,209
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $97,492
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,668,111
Total Liabilities $471,028
Net Assets $8,197,083
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $78,703 $232,049 $77,970
Edina Decarlo (Union Trustee) $0 $120,454 $19,204
Mario Tatom (Union Trustee) $0 $113,971 $49,609
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $98,805 $47,908
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
Jeff Bregman (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,674,560
Expenses
$18,661,327
Net Income
$1,013,233
Net Assets
$9,250,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,466,929
98.9%
Investment Income $164,826
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $42,805
0.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $85,610
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,719,116
Total Liabilities $468,310
Net Assets $9,250,806
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $66,943 $227,134 $79,896
Edina Decarlo (Union Trustee) $0 $111,627 $18,584
Mario Tatom (Union Trustee) $0 $105,659 $52,638
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $90,831 $50,163
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
Jeff Bregman (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,365,746
Expenses
$19,180,627
Net Income
-$814,881
Net Assets
$8,022,638
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,175,675
99.0%
Investment Income $186,153
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,918
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $91,122
0.5%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,136,544
Total Liabilities $113,906
Net Assets $8,022,638
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $73,650 $225,126 $73,740
Edina Decarlo (Union Trustee) $0 $115,284 $18,261
Mario Tatom (Union Trustee) $0 $107,991 $47,420
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
William Bregman (Employer Trustee (P)) $0 $0 $0
Michael Connell (Union Trustee) $0 $90,486 $45,388
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0
Jeff Bregman (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,378,120
Expenses
$20,190,188
Net Income
$187,932
Net Assets
$8,613,615
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,253,510
99.4%
Investment Income $174,900
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$50,290
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $76,456
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,648,841
Total Liabilities $35,226
Net Assets $8,613,615
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $60,356 $214,490 $73,315
Edina Decarlo (Union Trustee) $0 $107,212 $19,503
Mario Tatom (Union Trustee) $0 $99,726 $47,213
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
William Bregman (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $86,170 $44,990
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$22,281,845
Expenses
$20,353,455
Net Income
$1,928,390
Net Assets
$8,430,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $22,119,529
99.3%
Investment Income $153,125
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$34,193
Net Inventory Sales $0
Other Revenue $43,384
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,449,349
Total Liabilities $18,544
Net Assets $8,430,805
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $65,691 $197,866 $69,135
Edina Decarlo (Union Trustee) $0 $95,878 $18,791
Mario Tatom (Union Trustee) $0 $97,996 $44,351
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
William Bregman (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $82,667 $43,457
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
James Gloner (Employer Trustee (P)) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,095,669
Expenses
$20,540,275
Net Income
$555,394
Net Assets
$6,500,936
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,965,247
99.4%
Investment Income $116,312
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $14,110
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,737,450
Total Liabilities $236,514
Net Assets $6,500,936
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $58,764 $185,791 $63,038
Edina Decarlo (Union Trustee) $0 $89,750 $15,526
Mario Ta To M (Union Trustee) $0 $94,531 $41,268
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
William Bregman (E Mployer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $80,506 $39,556
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
Gary Kraus (Employer Trustee (P)) $0 $0 $0
James Gloner (Employer Trustee) $0 $0 $0
Ken Gordon (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,758,395
Expenses
$21,699,724
Net Income
-$941,329
Net Assets
$6,026,742
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,585,793
99.2%
Investment Income $172,335
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $267
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,315,624
Total Liabilities $288,882
Net Assets $6,026,742
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $57,797 $181,298 $49,771
Edina Decarlo (Union Trustee) $0 $0 $0
Mario Ta To M (Union Trustee) $0 $0 $0
Jimmie T Nolan (Union Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
William Bregman (E Mployer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $0 $0
Michael Ferman (Employer Trustee) $0 $0 $0
Jim Zambone (Employer Trustee) $0 $0 $0
Gary Kraus (Employer Trustee) $0 $0 $0
James Gloner (Employer Trustee) $0 $0 $0
Morton Simkins (Employer Trustee (P)) $0 $0 $0
Kenneth Gordon (Employer Trustee (P)) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,739,674
Expenses
$22,154,191
Net Income
-$2,414,517
Net Assets
$7,085,191
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,631,061
99.4%
Investment Income $120,357
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$15,244
Net Inventory Sales $0
Other Revenue $3,500
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,375,849
Total Liabilities $290,658
Net Assets $7,085,191
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $58,748 $185,481 $49,771
Edina Decarlo (Union Trustee) $0 $0 $0
Mario Tatom (Union Trustee) $0 $0 $0
Bernard Newman (Employer Trustee (P)) $0 $0 $0
Morton Simkins (Employer Trustee) $0 $0 $0
Carlo Simone Sr (Union Trustee (P)) $0 $0 $0
Jimmie T Nolan (Union Trustee) $0 $0 $0
Kenneth Gordon (Employer Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
William Bregman (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $0 $0
Michael Furman (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,102,246
Expenses
$15,875,026
Net Income
$227,220
Net Assets
$9,569,958
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,073,859
99.8%
Investment Income $27,621
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $766
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,581,877
Total Liabilities $11,919
Net Assets $9,569,958
Compensation
Key Employees and Officers Compensation Related Other
Carlo Simone Iii (Union Trustee) $57,765 $178,799 $48,175
Edina Decarlo (Union Trustee) $0 $67,382 $8,695
Mario Tatom (Union Trustee) $0 $87,356 $33,704
Bernard Newman (Employer Trustee (P)) $0 $0 $0
Morton Simkins (Employer Trustee) $0 $0 $0
Carlo Simone Sr (Union Trustee (P)) $0 $0 $0
Jimmie T Nolan (Union Trustee) $0 $0 $0
Kenneth Gordon (Employer Trustee) $0 $0 $0
Robin Schaeffer (Employer Trustee) $0 $0 $0
William Bregman (Employer Trustee) $0 $0 $0
Michael Connell (Union Trustee) $0 $0 $0
Michael Furman (Employer Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,602,296
Expenses
$14,932,058
Net Income
$1,670,238
Net Assets
$9,274,240
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,557,966
99.7%
Investment Income $43,875
0.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $455
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $61,876
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,290,999
Total Liabilities $16,759
Net Assets $9,274,240

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,803,324
Expenses
$17,377,326
Net Income
-$574,002
Net Assets
$7,604,002
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,717,469
99.5%
Investment Income $71,426
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $14,429
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $72,770
0.4%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,614,519
Total Liabilities $10,517
Net Assets $7,604,002

Document Links

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

Fiscal Year Ending Dec.
2004

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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