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Local 649 Sub And Welfare Fund

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 (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$534k (2024)

Expenses
$254k (2024)

Total Assets
$8.88M (2024)

Total Liabilities
$15.6k (2024)

Source: Form 990 tax filings from 2011 to 2024

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 Aug.
2024

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$533,580
Expenses
$254,069
Net Income
$279,511
Net Assets
$8,862,087
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $317,373
59.5%
Investment Income $216,207
40.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $8,877,659
Total Liabilities $15,572
Net Assets $8,862,087
Compensation
Key Employees and Officers Compensation Related Other
Chad Boeving (Trustee) $0 $0 $0
Terry Shewmake (Secretary Treasurer) $0 $0 $0
Billy Serbousek (Trustee) $0 $0 $0
Alan Uzzell (Trustee) $0 $0 $0
Ryan Mouser (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$437,745
Expenses
$244,536
Net Income
$193,209
Net Assets
$7,785,614
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $269,725
61.6%
Investment Income $163,901
37.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,119
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $30,505
12.5%
Assets/Debt
Total Assets $7,788,913
Total Liabilities $3,299
Net Assets $7,785,614
Compensation
Key Employees and Officers Compensation Related Other
Chad Boeving (Trustee) $0 $0 $0
Alan Rubenstein (Trustee) $0 $0 $0
Terry Shewmake (Secretary Treasurer) $0 $0 $0
Billy Serbousek (Trustee) $0 $0 $0
Tom Brown (Exiting Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$402,748
Expenses
$214,742
Net Income
$188,006
Net Assets
$7,430,321
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $267,681
66.5%
Investment Income $135,067
33.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $20,106
9.4%
Assets/Debt
Total Assets $7,434,752
Total Liabilities $4,431
Net Assets $7,430,321
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Alan Rubenstein (Trustee) $0 $0 $0
Terry Shewmake (Secretary Treasurer) $0 $0 $0
Billy Serbousek (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$375,153
Expenses
$359,863
Net Income
$15,290
Net Assets
$8,221,579
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $250,318
66.7%
Investment Income $124,835
33.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $26,284
7.3%
Assets/Debt
Total Assets $8,228,339
Total Liabilities $6,760
Net Assets $8,221,579
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Alan Rubenstein (Trustee) $0 $0 $0
Terry Shewmake (Secretary Treasurer) $0 $0 $0
Adam Buhs (Exiting Trustee) $0 $0 $0
Billy Serbousek (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$255,006
Expenses
$485,389
Net Income
-$230,383
Net Assets
$7,497,515
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $101,802
39.9%
Investment Income $152,660
59.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $544
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $21,936
4.5%
Assets/Debt
Total Assets $7,503,392
Total Liabilities $5,877
Net Assets $7,497,515
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Alan Rubenstein (Trustee) $0 $0 $0
Terry Shewmake (Secretary Treasurer) $0 $0 $0
Adam Buhs (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$423,247
Expenses
$226,376
Net Income
$196,871
Net Assets
$7,167,950
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $264,497
62.5%
Investment Income $158,750
37.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $22,050
9.7%
Assets/Debt
Total Assets $7,175,021
Total Liabilities $7,071
Net Assets $7,167,950
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Alan Rubenstein (Trustee) $0 $0 $0
Terry Shewmake (Secretary Treasurer) $0 $0 $0
Adam Buhs (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$378,677
Expenses
$326,307
Net Income
$52,370
Net Assets
$6,737,315
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $245,321
64.8%
Investment Income $133,356
35.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $25,958
8.0%
Assets/Debt
Total Assets $6,744,075
Total Liabilities $6,760
Net Assets $6,737,315
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Mark E Kratschmer (Exiting Trustee) $0 $0 $0
Charlie Yancey (Secretary Treasurer) $0 $0 $0
Terry Shewmake (Trustee) $0 $0 $0
Adam Buhs (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$394,915
Expenses
$255,927
Net Income
$138,988
Net Assets
$6,457,647
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $272,581
69.0%
Investment Income $121,583
30.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $751
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $25,132
9.8%
Assets/Debt
Total Assets $6,463,366
Total Liabilities $5,719
Net Assets $6,457,647
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Mark E Kratschmer (Trustee) $0 $0 $0
Charlie Yancey (Secretary Treasurer) $0 $0 $0
Terry Shewmake (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$482,487
Expenses
$279,031
Net Income
$203,456
Net Assets
$6,108,162
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $370,612
76.8%
Investment Income $111,732
23.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $143
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $18,730
6.7%
Assets/Debt
Total Assets $6,129,476
Total Liabilities $21,314
Net Assets $6,108,162
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Mark E Kratschmer (Trustee) $0 $0 $0
David Burns (Exiting Trustee) $0 $0 $0
Charlie Yancey (Secretary Treasurer) $0 $0 $0
Terry Shewmake (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$449,936
Expenses
$359,736
Net Income
$90,200
Net Assets
$5,658,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $338,415
75.2%
Investment Income $111,521
24.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $19,592
5.4%
Assets/Debt
Total Assets $5,666,557
Total Liabilities $8,504
Net Assets $5,658,053
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Mark E Kratschmer (Trustee) $0 $0 $0
David Burns (Trustee) $0 $0 $0
Charlie Yancey (Secretary Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$550,968
Expenses
$413,765
Net Income
$137,203
Net Assets
$5,628,421
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $447,178
81.2%
Investment Income $0
Bond Proceeds $103,790
18.8%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $19,620
4.7%
Assets/Debt
Total Assets $5,651,797
Total Liabilities $23,376
Net Assets $5,628,421
Compensation
Key Employees and Officers Compensation Related Other
Tom Brown (Chairman) $0 $0 $0
Mark E Kratschmer (Trustee) $0 $0 $0
Mark Wolfe (Exiting Secretary Treasurer) $0 $0 $0
Jack Tueth (Exiting Trustee) $0 $0 $0
David Burns (Trustee) $0 $0 $0
Charlie Yancey (Secretary Treasurer) $0 $0 $0

Document Links

Fiscal Year Ending Aug.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$621,910
Expenses
$395,124
Net Income
$226,786
Net Assets
$5,086,458
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $513,119
82.5%
Investment Income $0
Bond Proceeds $108,791
17.5%
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $18,782
4.8%
Assets/Debt
Total Assets $5,092,195
Total Liabilities $5,737
Net Assets $5,086,458

Document Links

Fiscal Year Ending Aug.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$706,252
Expenses
$821,123
Net Income
-$114,871
Net Assets
$4,719,944
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $591,447
83.7%
Investment Income $113,994
16.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $811
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $19,437
2.4%
Assets/Debt
Total Assets $4,728,276
Total Liabilities $8,332
Net Assets $4,719,944

Document Links

Fiscal Year Ending Aug.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,461,802
Expenses
$371,360
Net Income
$1,090,442
Net Assets
$4,602,053
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,375,064
94.1%
Investment Income $86,738
5.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $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 $14,593
3.9%
Assets/Debt
Total Assets $4,622,738
Total Liabilities $20,685
Net Assets $4,602,053

Document Links

Fiscal Year Ending Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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 Aug.
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

What Is 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 »

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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.
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  • 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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