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Operating Engineers Local 825 Sub Fund

Organization summary

Type of Nonprofit

Designated as a Supplemental unemployment benefit trusts.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$8.34M (2023)

Expenses
$6.33M (2023)

Total Assets
$85.6M (2023)

Total Liabilities
$372k (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 June
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,343,668
Expenses
$6,334,885
Net Income
$2,008,783
Net Assets
$85,271,122
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,482,167
77.7%
Investment Income $0
Bond Proceeds $2,697,305
32.3%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$849,862
Net Inventory Sales $0
Other Revenue $14,058
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $157,085
2.5%
Assets/Debt
Total Assets $85,642,790
Total Liabilities $371,668
Net Assets $85,271,122
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Co Chairman) $0 $0 $0
Joseph Grace Jr (Union Trustee) $0 $0 $0
Alex Kolbasowski (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
David Murawski (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Employer Trustee, Co Chair) $0 $0 $0
Christine Medich (Administrator) $0 $242,908 $62,998
Susan Sonntag (Manager, Accounting) $0 $140,029 $53,548
Mike Daleo (Senior Software Engineer) $0 $132,204 $52,878
Patrice Clarke (Manager, Audits) $0 $125,315 $52,193
Therese Edwards (Manager, Contributions/Collections) $0 $117,327 $51,162
Michael Leonetti (Senior Software Engineer) $0 $110,941 $50,885

Document Links

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,975,887
Expenses
$6,756,601
Net Income
$6,219,286
Net Assets
$83,465,772
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,062,183
69.8%
Investment Income $2,238,803
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,514,439
11.7%
Net Inventory Sales $0
Other Revenue $160,462
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $170,758
2.5%
Assets/Debt
Total Assets $83,660,847
Total Liabilities $195,075
Net Assets $83,465,772
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Co Chairman) $0 $0 $0
Joseph Grace Jr (Union Trustee) $0 $0 $0
Alex Kolbasowski (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
David Murawski (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Employer Trustee, Co Chair) $0 $0 $0
Christine Medich (Administrator) $0 $233,530 $61,543
Mike Daleo (Senior Software Engineer) $0 $127,008 $51,762
Therese Edwards (Manager Contributions/Coll) $0 $117,413 $50,795
Susan Sonntag (Manager, Accounting) $0 $115,786 $50,591

Document Links

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,313,269
Expenses
$8,915,651
Net Income
$3,397,618
Net Assets
$82,404,414
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,995,222
73.1%
Investment Income $2,018,903
16.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,294,546
10.5%
Net Inventory Sales $0
Other Revenue $4,598
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $132,612
1.5%
Assets/Debt
Total Assets $82,702,164
Total Liabilities $297,750
Net Assets $82,404,414
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Co Chairman) $0 $0 $0
Joseph Grace Jr (Union Trustee) $0 $0 $0
Alex Kolbasowski (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Employer Trustee, Co Chair) $0 $0 $0
Christine Medich (Administrator) $0 $240,693 $60,819
Mike Daleo (Senior Software Engineer) $0 $121,654 $50,968
Therese Edwards (Manager Contributions/Coll) $0 $118,108 $50,261
Susan Sonntag (Manager, Accounting) $0 $105,487 $48,494

Document Links

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,081,325
Expenses
$9,230,684
Net Income
$2,850,641
Net Assets
$75,813,805
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,958,421
82.4%
Investment Income $2,145,587
17.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$48,859
Net Inventory Sales $0
Other Revenue $26,176
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $131,989
1.4%
Assets/Debt
Total Assets $76,816,901
Total Liabilities $1,003,096
Net Assets $75,813,805
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Co Chairman) $0 $0 $0
Joseph Grace Jr (Union Trustee) $0 $0 $0
James Mcgowan (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Employer Trustee, Co Chair) $0 $0 $0
Christine Medich (Administrator) $0 $224,974 $59,462
Suresh Aswani (Senior Project Manager) $0 $118,533 $50,268
Therese Edwards (Manager Contributions/Coll) $0 $111,728 $49,014

Document Links

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,887,066
Expenses
$8,503,575
Net Income
$3,383,491
Net Assets
$71,551,653
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,291,574
86.6%
Investment Income $2,092,632
17.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$514,763
Net Inventory Sales $0
Other Revenue $17,623
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $182,969
2.2%
Assets/Debt
Total Assets $71,731,405
Total Liabilities $179,752
Net Assets $71,551,653
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Co Chairman) $0 $0 $0
Matt White (Union Trustee (Thru 12/2018)) $0 $0 $0
Joseph Grace Jr (Union Trustee (Eff 1/2019)) $0 $0 $0
James Mcgowan (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Employer Trustee, Co Chair) $0 $0 $0
Christine Medich (Administrator) $0 $216,553 $57,627
Suresh Aswani (Senior Project Manager) $0 $160,168 $52,583
Therese Edwards (Manager Contributions/Coll) $0 $109,780 $47,627
Deborah Kelly (Manager Case Management) $0 $111,531 $47,846

Document Links

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,563,487
Expenses
$7,883,355
Net Income
$3,680,132
Net Assets
$65,525,238
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,500,352
90.8%
Investment Income $1,882,262
16.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$883,725
Net Inventory Sales $0
Other Revenue $64,598
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $178,774
2.3%
Assets/Debt
Total Assets $65,825,140
Total Liabilities $299,902
Net Assets $65,525,238
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Co Chairman) $0 $0 $0
Matt White (Union Trustee) $0 $0 $0
James Mcgowan (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Employer Trustee, Co Chair) $0 $0 $0
Christine Medich (Administrator) $0 $195,823 $55,500
Suresh Aswani (Senior Project Manager) $0 $158,461 $51,889
Therese Edwards (Manager Contributions/Collections) $0 $104,881 $46,631
Deborah Kelly (Manager Case Management) $0 $111,204 $47,241

Document Links

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,781,979
Expenses
$8,652,657
Net Income
$4,129,322
Net Assets
$61,608,207
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,390,639
89.1%
Investment Income $1,850,592
14.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$649,191
Net Inventory Sales $0
Other Revenue $189,939
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $197,890
2.3%
Assets/Debt
Total Assets $64,673,649
Total Liabilities $3,065,442
Net Assets $61,608,207
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Co Chairman) $0 $0 $0
Matt White (Union Trustee) $0 $0 $0
James Mcgowan (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Employer Trustee, Co Chairman) $0 $0 $0
Christine Medich (Administrator) $0 $177,192 $52,504
Suresh Aswani (Senior Project Manager) $0 $153,293 $50,548

Document Links

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,092,253
Expenses
$8,436,652
Net Income
$7,655,601
Net Assets
$57,274,559
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,964,011
93.0%
Investment Income $1,731,656
10.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$697,215
Net Inventory Sales $0
Other Revenue $93,801
0.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $212,612
2.5%
Assets/Debt
Total Assets $58,093,504
Total Liabilities $818,945
Net Assets $57,274,559
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Chairman) $0 $0 $0
Matt White (Union Trustee) $0 $0 $0
James Mcgowan (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Arthur Corwin (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Co Chairman Employer Tru) $0 $0 $0
Christine Medich (Administrator) $0 $167,634 $50,688
David Daleo (Director Information Technology) $0 $198,774 $58,185
Suresh Aswani (Senior Project Manager) $0 $144,082 $48,598

Document Links

Fiscal Year Ending June
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,012,580
Expenses
$8,289,890
Net Income
$8,722,690
Net Assets
$48,972,489
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,653,779
92.0%
Investment Income $1,544,437
9.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$264,742
Net Inventory Sales $0
Other Revenue $79,106
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $144,108
1.7%
Assets/Debt
Total Assets $49,116,700
Total Liabilities $144,211
Net Assets $48,972,489
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Chairman) $0 $0 $0
Matt White (Union Trustee) $0 $0 $0
James Mcgowan (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Richard Forman (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (Co Chairman Employer Tru) $0 $0 $0
Christine Medich (Administrator) $0 $166,071 $45,130
Maureen Smith (Manager) $0 $207,745 $8,701
Suresh Aswani (Senior Project Manager) $0 $137,134 $42,379

Document Links

Fiscal Year Ending June
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,010,056
Expenses
$8,519,345
Net Income
$8,490,711
Net Assets
$40,916,048
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,944,542
93.7%
Investment Income $1,226,156
7.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$237,222
Net Inventory Sales $0
Other Revenue $76,580
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $105,027
1.2%
Assets/Debt
Total Assets $41,309,015
Total Liabilities $392,967
Net Assets $40,916,048
Compensation
Key Employees and Officers Compensation Related Other
Gregory Lalevee (Union Trustee, Chairman) $0 $0 $0
John P Lynch (Union Trustee Retired) $0 $0 $0
Matt White (Union Trustee) $0 $0 $0
James Mcgowan (Union Trustee) $0 $0 $0
John Wood (Union Trustee) $0 $0 $0
John F Daly (Employer Trustee) $0 $0 $0
Richard Forman (Employer Trustee) $0 $0 $0
Jack Kocsis Jr (Employer Trustee) $0 $0 $0
Ross J Pepe (C0 Chairman Employer Trustee) $0 $0 $0
Christine Medich (Administrator) $0 $154,017 $41,942
Maureen Smith (Manager) $0 $113,306 $45,457

Document Links

Fiscal Year Ending June
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,435,021
Expenses
$9,290,452
Net Income
$7,144,569
Net Assets
$32,069,408
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,202,377
92.5%
Investment Income $730,418
4.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $190,758
1.2%
Net Inventory Sales $0
Other Revenue $311,468
1.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $165,017
1.8%
Assets/Debt
Total Assets $32,478,926
Total Liabilities $409,518
Net Assets $32,069,408

Document Links

Fiscal Year Ending June
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,457,941
Expenses
$10,574,466
Net Income
$5,883,475
Net Assets
$25,607,982
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,551,877
94.5%
Investment Income $644,218
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $226,282
1.4%
Net Inventory Sales $0
Other Revenue $35,564
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $138,066
1.3%
Assets/Debt
Total Assets $25,813,638
Total Liabilities $205,656
Net Assets $25,607,982

Document Links

Fiscal Year Ending June
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,376,971
Expenses
$11,593,350
Net Income
$3,783,621
Net Assets
$19,683,077
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,691,823
95.5%
Investment Income $491,496
3.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $125,945
0.8%
Net Inventory Sales $0
Other Revenue $67,707
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $194,564
1.7%
Assets/Debt
Total Assets $19,951,663
Total Liabilities $268,586
Net Assets $19,683,077

Document Links

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

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

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

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

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

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

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

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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