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Ibew Local 1377 Eligible Ford Retirees Veba Tr

Dale Koesel Ttee
  • Brunswick, OH
  • Tax-exempt since May 2009
  • EIN: 26-6885036

Organization summary

Type of Nonprofit

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

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$1.22M (2023)

Expenses
$1.48M (2023)

Total Assets
$35.3M (2023)

Total Liabilities
$52k (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
$1,223,854
Expenses
$1,482,840
Net Income
-$258,986
Net Assets
$35,272,666
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $349,964
28.6%
Investment Income $1,193,433
97.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$319,543
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $4,200
0.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,324,666
Total Liabilities $52,000
Net Assets $35,272,666
Compensation
Key Employees and Officers Compensation Related Other
Mark Hullman (Committee) $2,100 $0 $0
David Oldham (Committee) $2,100 $0 $0
Dennis Hoert (Committee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee/Plan) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 29, 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
$1,324,934
Expenses
$1,834,574
Net Income
-$509,640
Net Assets
$33,896,176
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $376,642
28.4%
Investment Income $1,075,336
81.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$127,044
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,600
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,952,176
Total Liabilities $56,000
Net Assets $33,896,176
Compensation
Key Employees and Officers Compensation Related Other
Mark Hullman (Committee) $800 $0 $0
David Oldham (Committee) $800 $0 $0
Dennis Hoert (Committee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee/Plan) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Oct. 27, 2023

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,840,671
Expenses
$1,682,121
Net Income
$158,550
Net Assets
$39,091,889
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $446,264
24.2%
Investment Income $981,774
53.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $412,633
22.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,600
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $39,138,889
Total Liabilities $47,000
Net Assets $39,091,889
Compensation
Key Employees and Officers Compensation Related Other
Mark Hullman (Committee) $800 $0 $0
David Oldham (Committee) $800 $0 $0
Dennis Hoert (Committee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee/Plan) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 8, 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
$1,676,692
Expenses
$1,867,036
Net Income
-$190,344
Net Assets
$36,423,040
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $360,143
21.5%
Investment Income $1,044,520
62.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $272,029
16.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,400
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $36,486,040
Total Liabilities $63,000
Net Assets $36,423,040
Compensation
Key Employees and Officers Compensation Related Other
Mark Hullman (Committee) $1,200 $0 $0
David Oldham (Committee) $1,200 $0 $0
Dennis Hoert (Committee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee/Plan) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 2, 2021

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

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,730,773
Expenses
$1,781,323
Net Income
-$50,550
Net Assets
$35,229,760
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $403,102
23.3%
Investment Income $1,084,710
62.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $242,961
14.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,290,760
Total Liabilities $61,000
Net Assets $35,229,760
Compensation
Key Employees and Officers Compensation Related Other
Mark Hullman (Committee) $1,000 $0 $0
David Oldham (Committee) $1,000 $0 $0
Dennis Hoert (Committee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee/Plan) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 24, 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
$1,680,606
Expenses
$1,917,834
Net Income
-$237,228
Net Assets
$31,488,203
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $411,927
24.5%
Investment Income $1,071,076
63.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $197,603
11.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $2,000
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $31,552,203
Total Liabilities $64,000
Net Assets $31,488,203
Compensation
Key Employees and Officers Compensation Related Other
David Oldham (Committee) $1,000 $0 $0
Mark Hullman (Committee) $1,000 $0 $0
Dennis Hoert (Committee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee/Plan) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 7, 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
$3,658,309
Expenses
$1,973,588
Net Income
$1,684,721
Net Assets
$33,623,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $430,129
11.8%
Investment Income $3,162,736
86.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $65,444
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $1,600
0.1%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $33,675,100
Total Liabilities $52,000
Net Assets $33,623,100
Compensation
Key Employees and Officers Compensation Related Other
David Oldham (Committee) $800 $0 $0
Mark Hullman (Committee) $800 $0 $0
Dennis Hoert (Committee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee/Plan) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on June 29, 2018

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,838,712
Expenses
$2,050,053
Net Income
$788,659
Net Assets
$31,938,379
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $426,415
15.0%
Investment Income $2,330,896
82.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $81,401
2.9%
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 $32,014,379
Total Liabilities $76,000
Net Assets $31,938,379
Compensation
Key Employees and Officers Compensation Related Other
David Oldham (Committee) $800 $0 $0
Mark Hullman (Committee) $800 $0 $0
Dennis Hoert (Committee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Plan Adminis) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 27, 2017

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$634,052
Expenses
$1,877,252
Net Income
-$1,243,200
Net Assets
$31,149,720
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $428,887
67.6%
Investment Income $147,040
23.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $58,125
9.2%
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 $31,217,720
Total Liabilities $68,000
Net Assets $31,149,720
Compensation
Key Employees and Officers Compensation Related Other
David Oldham (Committee) $800 $0 $0
Mark Hullman (Committee) $800 $0 $0
Dennis Hoert (Committee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Plan Adminis) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 8, 2016

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,441,199
Expenses
$1,812,199
Net Income
$629,000
Net Assets
$32,392,920
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $451,830
18.5%
Investment Income $1,824,007
74.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $165,362
6.8%
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 $32,539,920
Total Liabilities $147,000
Net Assets $32,392,920
Compensation
Key Employees and Officers Compensation Related Other
David Oldham (Committee) $800 $0 $0
Mark Hullman (Committee) $800 $0 $0
Dennis Hoert (Committee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 31, 2015

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,590,338
Expenses
$2,031,325
Net Income
$559,013
Net Assets
$31,763,920
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $484,807
18.7%
Investment Income $1,910,728
73.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $194,803
7.5%
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 $31,937,920
Total Liabilities $174,000
Net Assets $31,763,920
Compensation
Key Employees and Officers Compensation Related Other
David Oldham (Committee) $1,000 $0 $0
Mark Hullman (Committee) $1,000 $0 $0
Dennis Hoert (Committee) $0 $0 $0
Dale Koesel (Trustee) $0 $0 $0
James Kravec (Trustee) $0 $0 $0
Edward Sholtis (Trustee) $0 $0 $0
James Martin Jindra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 30, 2014

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

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,446,029
Expenses
$2,392,960
Net Income
$1,053,069
Net Assets
$31,204,907
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $518,747
15.1%
Investment Income $2,628,967
76.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $298,315
8.7%
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 $31,458,449
Total Liabilities $253,542
Net Assets $31,204,907

Document Links

990

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

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,375,334
Expenses
$3,204,401
Net Income
-$1,829,067
Net Assets
$30,151,838
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $376,548
27.4%
Investment Income $636,781
46.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $361,980
26.3%
Net Inventory Sales $0
Other Revenue $25
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,588,734
Total Liabilities $436,896
Net Assets $30,151,838

Document Links

990

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

PDF

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

990

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

PDF
PDF (2 of 2)

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

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.

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