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Health & Welfare Fund Of Cedar Rapids Iowa V A Local 125

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
$21.4M (2023)

Expenses
$13.3M (2023)

Total Assets
$38.6M (2023)

Total Liabilities
$161k (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 April
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,387,534
Expenses
$13,268,081
Net Income
$8,119,453
Net Assets
$38,459,157
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,555,658
91.4%
Investment Income $922,654
4.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $909,222
4.3%
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 $38,620,141
Total Liabilities $160,984
Net Assets $38,459,157
Compensation
Key Employees and Officers Compensation Related Other
Michael Sadler Ii (Secretary) $0 $106,857 $36,526
Bruce Beckman (Labor Trustee) $0 $98,468 $34,243
Dustin Ashmore (Labor Trustee) $0 $0 $0
Mike Machula (Management Trustee) $0 $0 $0
Scot Stoltenberg (Management Alternate) $0 $0 $0
Tammy Musser (Management Trustee) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Mike Smith (Managment Alternate) $0 $0 $0
Bret Brecke (Chairman) $0 $0 $0
Bill Hudson (Labor Trustee) $0 $0 $0
Matt Kranzler (Labor Alternative) $0 $0 $0
Larry Husemann (Labor Alternative) $0 $0 $0

Document Links

Fiscal Year Ending April
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$18,589,909
Expenses
$12,638,239
Net Income
$5,951,670
Net Assets
$31,311,283
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,370,015
93.4%
Investment Income $1,198,702
6.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $21,192
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 $31,419,781
Total Liabilities $108,498
Net Assets $31,311,283
Compensation
Key Employees and Officers Compensation Related Other
Michael Sadler Ii (Chairman) $0 $103,200 $34,906
Bruce Beckman (Labor Trustee) $0 $96,900 $33,365
Brian Martin (Labor Trustee) $0 $96,900 $33,365
Dustin Ashmore (Labor Trustee) $0 $0 $0
Mike Machula (Management Trustee) $0 $0 $0
Scot Stoltenberg (Management Alternate) $0 $0 $0
Tammy Musser (Management Trustee) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Mike Smith (Managment Alternate) $0 $0 $0
Bret Brecke (Secretary) $0 $0 $0
Bill Hudson (Labor Trustee) $0 $0 $0
Matt Kranzler (Labor Alternative) $0 $0 $0
Larry Husemann (Labor Alternative) $0 $0 $0

Document Links

Fiscal Year Ending April
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,717,153
Expenses
$14,381,006
Net Income
$3,336,147
Net Assets
$27,865,637
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,302,876
97.7%
Investment Income $582,061
3.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$167,784
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 $27,983,644
Total Liabilities $118,007
Net Assets $27,865,637
Compensation
Key Employees and Officers Compensation Related Other
Michael Sadler Ii (Labor Trustee) $0 $102,212 $32,537
Bruce Beckman (Labor Trustee) $0 $94,299 $30,554
Brian Martin (Labor Trustee) $0 $81,483 $26,375
Dustin Ashmore (Labor Alternate) $0 $0 $0
Mike Machula (Management Trustee) $0 $0 $0
Scot Stoltenberg (Management Alternate) $0 $0 $0
Tammy Musser (Management Trustee) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Mike Smith (Managment Alternate) $0 $0 $0
Bret Brecke (Chairman) $0 $0 $0
Joe Ockenfels (Secretary) $0 $0 $0

Document Links

Fiscal Year Ending April
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,746,044
Expenses
$16,069,698
Net Income
$676,346
Net Assets
$20,058,460
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,118,675
96.3%
Investment Income $606,814
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $20,555
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 $20,142,387
Total Liabilities $83,927
Net Assets $20,058,460
Compensation
Key Employees and Officers Compensation Related Other
Michael Sadler Ii (Labor Trustee) $0 $102,059 $32,545
Brian Martin (Labor Trustee) $0 $93,925 $30,252
Bruce Beckman (Labor Trustee) $0 $93,925 $30,252
Joe Ockenfels (Chairman) $0 $0 $0
Bret Brecke (Secretary) $0 $0 $0
Dave Alatalo (Management Trustee) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Tammy Musser (Management Trustee) $0 $0 $0
Scot Stoltenberg (Management Alternate) $0 $0 $0
Mike Machula (Management Alternate) $0 $0 $0
Dustin Ashmore (Labor Alternate) $0 $0 $0

Document Links

Fiscal Year Ending April
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,527,493
Expenses
$16,917,544
Net Income
-$390,051
Net Assets
$20,972,073
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,804,588
95.6%
Investment Income $678,995
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,910
0.3%
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 $21,062,271
Total Liabilities $90,198
Net Assets $20,972,073
Compensation
Key Employees and Officers Compensation Related Other
Scot Stoltenberg (Management Alternate) $0 $0 $0
Bret Brecke (Chairman) $0 $0 $0
Brian Martin (Labor Trustee) $0 $92,680 $28,170
Bruce Beckman (Labor Trustee) $0 $92,680 $28,170
Dave Alatalo (Management Trustee) $0 $0 $0
Joe Ockenfels (Secretary) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Michael Sadler Ii (Labor Trustee) $0 $94,539 $28,620
Tammy Musser (Management Trustee) $0 $0 $0
Dustin Ashmore (Labor Alternate) $0 $0 $0
Mike Machula (Management Alternate) $0 $0 $0
Jerry Hobart (Labor Trustee Former) $0 $79,082 $23,449
Pat Ellison (Labor Trustee Former) $0 $49,869 $14,689

Document Links

Fiscal Year Ending April
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,473,678
Expenses
$13,772,315
Net Income
$701,363
Net Assets
$21,345,929
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,108,514
97.5%
Investment Income $357,682
2.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,482
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 $21,383,556
Total Liabilities $37,627
Net Assets $21,345,929
Compensation
Key Employees and Officers Compensation Related Other
Scot Stoltenberg (Management Alternate) $0 $0 $0
Bret Brecke (Secretary) $0 $0 $0
Brian Martin (Labor Trustee) $0 $91,682 $25,685
Bruce Beckman (Labor Alternate) $0 $91,682 $25,685
Dave Alatalo (Management Trustee) $0 $0 $0
Jerry Hobart (Labor Trustee) $0 $99,544 $27,397
Joe Ockenfels (Chairman) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Pat Ellison (Labor Trustee) $0 $91,682 $25,685
Tammy Musser (Management Trustee) $0 $0 $0
Dustin Ashmore (Labor Trustee) $0 $0 $0
Mike Machula (Management Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,337,991
Expenses
$13,557,225
Net Income
$1,780,766
Net Assets
$19,917,933
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,739,413
96.1%
Investment Income $297,405
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$50,579
Net Inventory Sales $0
Other Revenue $351,752
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $297,001
2.2%
Assets/Debt
Total Assets $20,241,688
Total Liabilities $323,755
Net Assets $19,917,933
Compensation
Key Employees and Officers Compensation Related Other
Scot Stoltenberg (Management Alternate) $0 $0 $0
Bret Brecke (Chairman) $0 $0 $0
Brian Martin (Labor Trustee) $0 $88,844 $21,120
Bruce Beckman (Labor Alternate) $0 $88,860 $21,120
Dave Alatalo (Management Trustee) $0 $0 $0
Dave Huston (Management Alternate) $0 $0 $0
Jerry Hobart (Labor Trustee) $0 $96,230 $21,441
Joe Ockenfels (Secretary) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Pat Ellison (Labor Trustee) $0 $88,860 $21,120
Tammy Musser (Management Trustee) $0 $0 $0
Dustin Ashmore (Labor Trustee) $0 $0 $0
Mike Machula (Management Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,636,805
Expenses
$14,356,416
Net Income
-$719,611
Net Assets
$16,992,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,161,208
96.5%
Investment Income $267,347
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$188,086
Net Inventory Sales $0
Other Revenue $396,336
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $279,574
1.9%
Assets/Debt
Total Assets $18,006,740
Total Liabilities $1,014,522
Net Assets $16,992,218
Compensation
Key Employees and Officers Compensation Related Other
Scot Stoltenberg (Management Alternate) $0 $0 $0
Bret Brecke (Secretary) $0 $0 $0
Brian Martin (Labor Trustee) $0 $92,303 $22,747
Bruce Beckman (Labor Alternate) $0 $88,860 $22,190
Dave Alatalo (Management Trustee) $0 $0 $0
Dave Huston (Management Alternate) $0 $0 $0
Jerry Hobart (Labor Trustee) $0 $96,319 $23,575
Joe Ockenfels (Chairman) $0 $0 $0
Ken Burns (Management Trustee) $0 $0 $0
Pat Ellison (Labor Trustee) $0 $92,319 $22,747
Pat Nulty (Labor Trustee) $0 $0 $0
Tammy Musser (Management Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,035,243
Expenses
$11,568,848
Net Income
$1,466,395
Net Assets
$18,046,311
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,334,312
94.6%
Investment Income $293,733
2.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $25,321
0.2%
Net Inventory Sales $0
Other Revenue $381,877
2.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $259,023
2.2%
Assets/Debt
Total Assets $19,192,416
Total Liabilities $1,146,105
Net Assets $18,046,311
Compensation
Key Employees and Officers Compensation Related Other
Scot Stoltenberg (Trustee) $0 $0 $0
Bret Brecke (Trustee) $0 $0 $0
Brian Martin (Alternate) $0 $85,520 $20,572
Bruce Beckman (Alternate) $0 $0 $0
Dave Alatalo (Trustee) $0 $0 $0
Dave Huston (Alternate) $0 $0 $0
Jerry Hobart (Trustee) $0 $0 $0
Joe Ockenfels (Secretary) $0 $0 $0
Joe Perrone (Alternate) $0 $0 $0
Ken Burns (Chairman) $0 $0 $0
Pat Ellison (Trustee) $0 $67,216 $20,572
Pat Nulty (Trustee) $0 $0 $0
Ray Dochterman (Trustee) $0 $0 $0
Robert Havlik (Trustee) $0 $0 $0
Tammy Musser (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,067,384
Expenses
$9,019,263
Net Income
$2,048,121
Net Assets
$16,400,586
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,737,786
97.0%
Investment Income $209,899
1.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$163,938
Net Inventory Sales $0
Other Revenue $283,637
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $251,968
2.8%
Assets/Debt
Total Assets $16,539,820
Total Liabilities $139,234
Net Assets $16,400,586
Other
Reported conflict of interest transactions
Compensation
Key Employees and Officers Compensation Related Other
Pat Nulty (Trustee) $0 $0 $0
Ray Dochterman (Trustee) $0 $0 $0
Tammy Musser (Trustee) $0 $0 $0
Benny Reiger (Trustee) $0 $0 $0
Pat Ellison (Trustee) $0 $0 $0
Brian Martin (Alternate) $0 $0 $0
Ken Burns (Secretary) $0 $0 $0
Robert Havlik (Chairman) $0 $0 $0
Joe Ockenfels (Alternate) $0 $0 $0
Bret Brecke (Trustee) $0 $0 $0
Dave Huston (Alternate) $0 $0 $0
Joe Perrone (Alternate) $0 $0 $0
Dave Alatalo (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending April
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,281,972
Expenses
$10,142,849
Net Income
$1,139,123
Net Assets
$13,835,634
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,644,414
94.3%
Investment Income $327,566
2.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $19,221
0.2%
Net Inventory Sales $0
Other Revenue $290,771
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $246,660
2.4%
Assets/Debt
Total Assets $14,041,942
Total Liabilities $206,308
Net Assets $13,835,634

Document Links

Fiscal Year Ending April
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,973,103
Expenses
$9,898,725
Net Income
$1,074,378
Net Assets
$11,927,483
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,038,055
91.5%
Investment Income $288,407
2.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $389,311
3.5%
Net Inventory Sales $0
Other Revenue $257,330
2.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $219,400
2.2%
Assets/Debt
Total Assets $12,216,748
Total Liabilities $289,265
Net Assets $11,927,483

Document Links

Fiscal Year Ending April
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,962,484
Expenses
$12,023,983
Net Income
-$2,061,499
Net Assets
-$3,050,833
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,320,216
93.6%
Investment Income $361,473
3.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $43,885
0.4%
Net Inventory Sales $0
Other Revenue $236,910
2.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $230,983
1.9%
Assets/Debt
Total Assets $11,421,651
Total Liabilities $14,472,484
Net Assets -$3,050,833

Document Links

Fiscal Year Ending April
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 April
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 April
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 April
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 April
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 April
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 April
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

Fiscal Year Ending April
2003

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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