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Milwaukee Drivers Health & Welfare Trust Fund

  • Milwaukee, WI
  • Tax-exempt since Jan. 1960
  • EIN: 39-6048358

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
$65.9M (2023)

Expenses
$69.1M (2023)

Total Assets
$63.1M (2023)

Total Liabilities
$13.3M (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
$65,912,626
Expenses
$69,130,554
Net Income
-$3,217,928
Net Assets
$49,794,435
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $72,342,836
> 100%
Investment Income $1,306,850
2.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,737,060
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 $63,079,304
Total Liabilities $13,284,869
Net Assets $49,794,435
Compensation
Key Employees and Officers Compensation Related Other
William Carroll (Trustee) $0 $169,305 $61,768
John Engler (Trustee) $0 $0 $0
Stephen Musson (Trustee) $0 $0 $0
Mark Kirsch (Former Trustee) $0 $9,350 $0
Eric Kukor (Former Trustee) $0 $167,244 $61,620
Frank Samra (Trustee) $0 $0 $0
David Krause (Trustee) $0 $142,741 $60,332
Kevin Schwerdtfeger (Trustee) $0 $138,583 $60,239
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Document Links

990
Filed on April 5, 2024

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

View Filing
XML

Fiscal Year Ending June
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$67,739,083
Expenses
$66,398,051
Net Income
$1,341,032
Net Assets
$44,616,851
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $69,704,023
> 100%
Investment Income $814,971
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$2,779,911
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 $57,541,772
Total Liabilities $12,924,921
Net Assets $44,616,851
Compensation
Key Employees and Officers Compensation Related Other
William Carroll (Trustee) $0 $155,219 $57,281
John Engler (Trustee) $0 $0 $0
Stephen Musson (Trustee) $0 $0 $0
Mark Kirsch (Trustee) $0 $6,850 $0
Eric Kukor (Trustee) $0 $147,375 $56,917
Frank Samra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 5, 2023

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

View Filing
PDF XML

Fiscal Year Ending June
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$66,231,155
Expenses
$60,476,247
Net Income
$5,754,908
Net Assets
$45,910,521
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $64,328,747
97.1%
Investment Income $871,250
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,031,158
1.6%
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 $58,236,943
Total Liabilities $12,326,422
Net Assets $45,910,521
Compensation
Key Employees and Officers Compensation Related Other
William Carroll (Trustee) $0 $144,309 $54,906
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Former Trustee) $0 $0 $0
Stephen Musson (Trustee) $0 $0 $0
Mark Kirsch (Trustee) $0 $6,000 $0
Eric Kukor (Trustee) $0 $137,190 $54,571
Frank Samra (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 8, 2022

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

View Filing
XML

Fiscal Year Ending June
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$60,330,010
Expenses
$53,238,813
Net Income
$7,091,197
Net Assets
$39,124,111
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $58,122,005
96.3%
Investment Income $953,816
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,254,189
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 $50,261,877
Total Liabilities $11,137,766
Net Assets $39,124,111
Compensation
Key Employees and Officers Compensation Related Other
William Carroll (Trustee) $0 $138,311 $53,859
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Trustee) $0 $0 $0
Stephen Musson (Trustee) $0 $0 $0
Mark Kirsch (Trustee) $0 $6,250 $0
Eric Kukor (Trustee) $0 $131,743 $53,336
Todd Wian (Former Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 13, 2021

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

View Filing
XML

Fiscal Year Ending June
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$58,060,442
Expenses
$50,200,640
Net Income
$7,859,802
Net Assets
$31,261,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $53,283,339
91.8%
Investment Income $820,549
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,956,554
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 $41,214,143
Total Liabilities $9,952,697
Net Assets $31,261,446
Compensation
Key Employees and Officers Compensation Related Other
Daniel Kutcher (Former Trustee) $0 $121,852 $50,005
William Carroll (Trustee) $0 $136,492 $50,737
Tom Kanack (Former Trustee) $0 $116,886 $49,757
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Trustee) $0 $0 $0
Todd Wian (Trustee) $0 $0 $0
Mark Kirsch (Trustee) $0 $6,000 $0
Eric Kuklor (Trustee) $0 $121,720 $49,999
+ View more people

Document Links

990
Filed on April 22, 2020

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

View Filing
PDF XML

Fiscal Year Ending June
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$49,781,444
Expenses
$45,806,836
Net Income
$3,974,608
Net Assets
$25,761,237
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $49,408,633
99.3%
Investment Income $690,708
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$317,897
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 $35,470,084
Total Liabilities $9,708,847
Net Assets $25,761,237
Compensation
Key Employees and Officers Compensation Related Other
Patrick Tappa (Former Trustee) $0 $123,033 $47,959
Daniel Kutcher (Trustee) $0 $112,182 $47,417
William Carroll (Trustee) $0 $129,142 $48,265
Tom Kanack (Trustee) $0 $115,584 $47,587
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Trustee) $0 $0 $0
Todd Wian (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 26, 2019

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

View Filing
PDF XML

Fiscal Year Ending June
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$45,555,809
Expenses
$45,136,301
Net Income
$419,508
Net Assets
$21,510,177
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $45,046,017
98.9%
Investment Income $589,501
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$79,709
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 $30,800,770
Total Liabilities $9,290,593
Net Assets $21,510,177
Compensation
Key Employees and Officers Compensation Related Other
Patrick Tappa (Trustee) $0 $127,529 $46,804
Daniel Kutcher (Trustee) $0 $114,122 $46,134
William Carroll (Trustee) $0 $128,233 $46,840
Ben Miloro (Former Trustee) $0 $0 $0
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Trustee) $0 $0 $0
Todd Wian (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 9, 2018

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

View Filing
XML

Fiscal Year Ending June
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$43,191,890
Expenses
$42,859,145
Net Income
$332,745
Net Assets
$20,635,983
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,634,429
98.7%
Investment Income $575,233
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$17,772
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 $28,919,175
Total Liabilities $8,283,192
Net Assets $20,635,983
Compensation
Key Employees and Officers Compensation Related Other
Patrick Tappa (Trustee) $0 $120,283 $45,082
Daniel Kutcher (Trustee) $0 $108,178 $44,476
William Carroll (Trustee) $0 $118,606 $44,998
Ben Miloro (Trustee) $0 $0 $0
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Trustee) $0 $0 $0
+ View more people

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990
Filed on Jan. 19, 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
$41,039,433
Expenses
$42,918,979
Net Income
-$1,879,546
Net Assets
$19,745,336
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $40,641,341
99.0%
Investment Income $576,090
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$177,998
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 $28,995,904
Total Liabilities $9,250,568
Net Assets $19,745,336
Compensation
Key Employees and Officers Compensation Related Other
Patrick Tappa (Trustee) $0 $119,239 $43,130
Daniel Kutcher (Trustee) $0 $108,178 $42,576
William Carroll (Trustee) $0 $117,187 $43,027
Ben Miloro (Trustee) $0 $0 $0
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 11, 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
$37,305,648
Expenses
$37,716,682
Net Income
-$411,034
Net Assets
$21,525,446
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,979,484
99.1%
Investment Income $523,513
1.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$197,349
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 $30,145,681
Total Liabilities $8,620,235
Net Assets $21,525,446
Compensation
Key Employees and Officers Compensation Related Other
Patrick Tappa (Trustee) $0 $115,178 $41,075
Daniel Kutcher (Trustee) $0 $105,583 $40,595
William Carroll (Trustee) $0 $115,264 $41,079
Ben Miloro (Trustee) $0 $0 $0
John Engler (Trustee) $0 $0 $0
Joseph Lierz (Trustee) $0 $0 $0
Darin Torosian (Trustee Past) $0 $0 $0
+ View more people

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990
Filed on Jan. 29, 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
$36,550,372
Expenses
$35,477,172
Net Income
$1,073,200
Net Assets
$21,087,100
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $36,068,478
98.7%
Investment Income $581,049
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$99,155
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 $29,065,118
Total Liabilities $7,978,018
Net Assets $21,087,100

Document Links

990
Filed on March 14, 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
$36,300,185
Expenses
$34,486,942
Net Income
$1,813,243
Net Assets
$19,706,756
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $35,793,805
98.6%
Investment Income $593,954
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$87,574
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 $27,762,289
Total Liabilities $8,055,533
Net Assets $19,706,756

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
$34,721,766
Expenses
$33,087,414
Net Income
$1,634,352
Net Assets
$17,795,874
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $34,112,630
98.2%
Investment Income $631,216
1.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$22,080
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 $25,023,919
Total Liabilities $7,228,045
Net Assets $17,795,874

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

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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