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I B E W Local 98 Health & Welfare Fund

  • Philadelphia, PA
  • Tax-exempt since Jan. 1979
  • EIN: 23-2082042

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
$97.4M (2023)

Expenses
$77.9M (2023)

Total Assets
$198M (2023)

Total Liabilities
$1.52M (2023)

Years with multiple filings
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
$97,361,315
Expenses
$77,862,859
Net Income
$19,498,456
Net Assets
$196,430,997
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $88,894,154
91.3%
Investment Income $5,546,137
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $2,921,024
3.0%
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 $197,949,555
Total Liabilities $1,518,558
Net Assets $196,430,997
Compensation
Key Employees and Officers Compensation Related Other
Brian Burrows (Union Trustee (P)) $0 $71,387 $43,166
Jeff Scarpello (Employer Trustee) $0 $534,310 $74,459
Michael Kane (Union Trustee) $0 $2,143 $0
Doug Smith (Employer Trustee) $0 $0 $0
Ken Meyers (Employer Trustee) $0 $0 $0
Mark Lynch (Union Trustee) $0 $287,919 $175,413
James Foy (Union Trustee) $0 $222,985 $136,561
Jeff Nagle (Union Trustee) $0 $1,072 $0
+ View more people

Document Links

990
Filed on Oct. 15, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,861,638
Expenses
$78,430,420
Net Income
$11,431,218
Net Assets
$173,924,263
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $85,948,273
95.6%
Investment Income $4,383,698
4.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$470,333
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 $175,549,774
Total Liabilities $1,625,511
Net Assets $173,924,263
Compensation
Key Employees and Officers Compensation Related Other
Shawn Duff (Employer Trustee (P)) $0 $0 $0
Brian Burrows (Union Trustee) $0 $217,908 $123,755
Jeff Scarpello (Employer Trustee) $0 $517,344 $118,566
Michael Kane (Union Trustee) $0 $0 $0
Doug Smith (Employer Trustee) $0 $0 $0
Michael Masculli (Union Trustee (P)) $0 $0 $0
Ken Meyers (Employer Trustee) $0 $0 $0
Mark Lynch (Union Trustee) $0 $278,878 $161,033
+ View more people

Document Links

990
Filed on Nov. 1, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$92,572,978
Expenses
$79,203,788
Net Income
$13,369,190
Net Assets
$179,834,370
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,172,125
96.3%
Investment Income $3,852,520
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$451,667
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 $181,781,221
Total Liabilities $1,946,851
Net Assets $179,834,370
Compensation
Key Employees and Officers Compensation Related Other
Shawn Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $209,149 $124,979
Jeff Scarpello (Employer Trustee) $0 $478,910 $114,652
Michael Kane (Union Trustee) $0 $0 $0
Doug Smith (Employer Trustee) $0 $0 $0
Michael Masculli (Union Trustee) $0 $0 $0
Ken Meyers (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$89,768,366
Expenses
$76,355,226
Net Income
$13,413,140
Net Assets
$158,978,990
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,398,857
96.2%
Investment Income $2,679,814
3.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $688,132
0.8%
Net Inventory Sales $0
Other Revenue $1,563
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $161,705,083
Total Liabilities $2,726,093
Net Assets $158,978,990
Compensation
Key Employees and Officers Compensation Related Other
Shawn Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $204,188 $125,576
Jeff Scarpello (Employer Trustee) $0 $503,187 $87,873
Ken Myers (Employer Trustee (P)) $0 $0 $0
Michael Kane (Union Trustee) $0 $0 $0
Doug Smith (Employer Trustee) $0 $0 $0
Michael Masculli (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 15, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$96,978,460
Expenses
$77,665,167
Net Income
$19,313,293
Net Assets
$140,851,719
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $93,199,546
96.1%
Investment Income $2,807,862
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $931,676
1.0%
Net Inventory Sales $0
Other Revenue $39,376
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $142,823,740
Total Liabilities $1,972,021
Net Assets $140,851,719
Compensation
Key Employees and Officers Compensation Related Other
Ed Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $202,821 $124,735
Jeff Scarpello (Employer Trustee) $0 $503,187 $87,873
Ken Myers (Employer Trustee) $0 $0 $0
Michael Kane (Union Trustee) $0 $1,902 $1,169
Doug Smith (Employer Trustee) $0 $0 $0
Michael Masculli (Union Trustee) $0 $3,292 $2,025
+ View more people

Document Links

990
Filed on Oct. 14, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$91,554,261
Expenses
$75,625,859
Net Income
$15,928,402
Net Assets
$113,608,806
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $89,436,547
97.7%
Investment Income $2,251,877
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$178,972
Net Inventory Sales $0
Other Revenue $44,809
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $115,957,542
Total Liabilities $2,348,736
Net Assets $113,608,806
Compensation
Key Employees and Officers Compensation Related Other
Edward Coppinger (Union Trustee (P)) $0 $39,458 $23,680
Ed Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $195,186 $113,072
Jeff Scarpello (Employer Trustee) $0 $463,182 $79,783
Ken Myers (Employer Trustee) $0 $0 $0
Michael Kane (Union Trustee) $0 $1,852 $1,076
Doug Smith (Employer Trustee) $0 $0 $0
Michael Masculli (Union Trustee) $0 $3,067 $260
+ View more people

Document Links

990
Filed on Nov. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$44,709,140
Expenses
$35,778,585
Net Income
$8,930,555
Net Assets
$101,509,690
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $43,907,765
98.2%
Investment Income $848,908
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$59,694
Net Inventory Sales $0
Other Revenue $12,161
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $103,849,156
Total Liabilities $2,339,466
Net Assets $101,509,690

No Document Links

The IRS has provided extracted financial data for this filing, but has not yet released the source documents.

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$87,099,034
Expenses
$66,463,549
Net Income
$20,635,485
Net Assets
$91,323,733
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $86,193,608
99.0%
Investment Income $912,979
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$23,497
Net Inventory Sales $0
Other Revenue $15,944
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $93,503,015
Total Liabilities $2,179,282
Net Assets $91,323,733
Compensation
Key Employees and Officers Compensation Related Other
Edward Coppinger (Union Trustee) $0 $152,919 $90,135
Ed Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $185,773 $107,127
Jeff Scarpello (Employer Trustee) $0 $433,752 $66,625
Ken Myers (Employer Trustee) $0 $0 $0
Michael Kane (Union Trustee) $0 $0 $0
Doug Smith (Employer Trustee) $0 $0 $0
Lou Acampora (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 17, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$70,697,401
Expenses
$64,869,667
Net Income
$5,827,734
Net Assets
$69,142,204
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $70,039,889
99.1%
Investment Income $543,949
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,626
0.0%
Net Inventory Sales $0
Other Revenue $80,937
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $71,026,645
Total Liabilities $1,884,441
Net Assets $69,142,204
Compensation
Key Employees and Officers Compensation Related Other
Edward Coppinger (Union Trustee) $0 $141,298 $80,972
Ed Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $173,406 $99,380
Jeff Scarpello (Employer Trustee) $0 $422,296 $68,635
Ken Myers (Employer Trustee) $0 $0 $0
Michael Kane (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 18, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$59,532,258
Expenses
$44,813,457
Net Income
$14,718,801
Net Assets
$47,707,044
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,908,484
99.0%
Investment Income $461,611
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $115,816
0.2%
Net Inventory Sales $0
Other Revenue $46,347
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $47,952,899
Total Liabilities $245,855
Net Assets $47,707,044
Compensation
Key Employees and Officers Compensation Related Other
Edward Coppinger (Union Trustee) $0 $143,124 $88,737
Ed Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $146,838 $91,039
Jeff Scarpello (Employer Trustee) $0 $422,296 $68,635
Ken Myers (Employer Trustee) $0 $0 $0
Michael Kane (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 15, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$53,531,476
Expenses
$46,944,319
Net Income
$6,587,157
Net Assets
$32,966,324
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $53,081,869
99.2%
Investment Income $376,688
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,401
0.0%
Net Inventory Sales $0
Other Revenue $71,518
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,193,140
Total Liabilities $226,816
Net Assets $32,966,324
Compensation
Key Employees and Officers Compensation Related Other
Edward Coppinger (Union Trustee) $0 $136,438 $73,807
Ed Duff (Employer Trustee) $0 $0 $0
Brian Burrows (Union Trustee) $0 $138,463 $74,658
Jeff Scarpello (Employer Trustee) $0 $408,592 $76,956
Ken Myers (Employer Trustee) $0 $0 $0
Michael Kane (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 14, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,662,268
Expenses
$45,163,770
Net Income
$4,498,498
Net Assets
$25,231,258
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,306,446
99.3%
Investment Income $308,633
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $47,189
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 $25,391,481
Total Liabilities $160,223
Net Assets $25,231,258

Document Links

990
Filed on May 1, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$46,201,164
Expenses
$48,948,184
Net Income
-$2,747,020
Net Assets
$20,273,351
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,464,682
98.4%
Investment Income $387,281
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $349,201
0.8%
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 $20,476,901
Total Liabilities $203,550
Net Assets $20,273,351

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$38,762,735
Expenses
$46,904,923
Net Income
-$8,142,188
Net Assets
$22,937,903
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $37,371,529
96.4%
Investment Income $583,890
1.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $807,316
2.1%
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 $23,078,907
Total Liabilities $141,004
Net Assets $22,937,903

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending June
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

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

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.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

Updated