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Iron Workers Welfare Plan

  • Sugar Land, TX
  • Tax-exempt since April 1959
  • EIN: 72-0506999

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
$6.41M (2023)

Expenses
$5.26M (2023)

Total Assets
$11.7M (2023)

Total Liabilities
$2.83M (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 July
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,406,686
Expenses
$5,260,023
Net Income
$1,146,663
Net Assets
$8,903,548
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,201,243
96.8%
Investment Income $257,602
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$52,273
Net Inventory Sales $0
Other Revenue $114
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,729,896
Total Liabilities $2,826,348
Net Assets $8,903,548
Compensation
Key Employees and Officers Compensation Related Other
John Gandy (Employer Trustee Co Chairman) $0 $0 $0
Luke Waggenspack (Union Trustee, Co Chairman) $0 $0 $0
Walter Ashford (Employer Trustee) $0 $0 $0
Josh Sonnier (Union Trustee) $0 $0 $0
Lovis Moomey (Union Trustee) $0 $0 $0
Dave Bennett (Employer Trustee) $0 $0 $0
Michael Richards (Union Trustee) $0 $0 $0
Randy Sudik (Employer Trustee) $0 $0 $0
Neal Mc Cleary (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 22, 2024

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

View Filing
XML

Fiscal Year Ending July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,698,956
Expenses
$4,862,923
Net Income
-$163,967
Net Assets
$7,824,188
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,511,077
96.0%
Investment Income $212,441
4.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$26,077
Net Inventory Sales $0
Other Revenue $1,515
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,768,586
Total Liabilities $2,944,398
Net Assets $7,824,188
Compensation
Key Employees and Officers Compensation Related Other
Mike O'connor (Employer Trustee Co Chai) $0 $0 $0
Herman Adams (Union Trustee, Chairman) $0 $0 $0
John Gandy (Employer Trustee) $0 $0 $0
John Fontenot (Union Trustee) $0 $0 $0
Lovis Moomey (Union Trustee) $0 $0 $0
Dave Bennett (Employer Trustee) $0 $0 $0
Michael Richards (Union Trustee) $0 $0 $0
Walter Ashford (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 17, 2023

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

View Filing
XML

Fiscal Year Ending July
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,662,563
Expenses
$3,230,783
Net Income
-$568,220
Net Assets
$8,729,310
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,529,887
95.0%
Investment Income $234,996
8.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$108,129
Net Inventory Sales $0
Other Revenue $5,809
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,053,459
Total Liabilities $2,324,149
Net Assets $8,729,310
Compensation
Key Employees and Officers Compensation Related Other
Mike O'connor (Employer Trustee Co Chai) $0 $0 $0
Herman Adams (Union Trustee, Chairman) $0 $0 $0
John Gandy (Employer Trustee) $0 $0 $0
John Fontenot (Union Trustee) $0 $0 $0
Lovis Moomey (Union Trustee) $0 $0 $0
Dave Bennett (Employer Trustee) $0 $0 $0
Michael Richards (Union Trustee) $0 $0 $0
Walter Ashford (Employer Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 16, 2022

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

View Filing
XML

Fiscal Year Ending July
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,010,175
Expenses
$2,361,219
Net Income
$648,956
Net Assets
$8,734,193
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,728,319
90.6%
Investment Income $246,323
8.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $9,116
0.3%
Net Inventory Sales $0
Other Revenue $26,417
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,263,473
Total Liabilities $1,529,280
Net Assets $8,734,193
Compensation
Key Employees and Officers Compensation Related Other
Mike O'connor (Employer Trustee Co Chai) $0 $0 $0
Herman Adams (Union Trustee, Chairman) $0 $0 $0
John Gandy (Employer Trustee) $0 $0 $0
Jerry Wilson (Union Trustee, President) $0 $0 $0
+ View more people

Document Links

990
Filed on May 21, 2021

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

View Filing
XML

Fiscal Year Ending July
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,760,660
Expenses
$3,999,130
Net Income
-$238,470
Net Assets
$7,593,875
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,384,562
90.0%
Investment Income $266,023
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $96,345
2.6%
Net Inventory Sales $0
Other Revenue $13,730
0.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,761,895
Total Liabilities $2,168,020
Net Assets $7,593,875
Compensation
Key Employees and Officers Compensation Related Other
Mike O'connor (Employer Trustee Co Chair) $0 $0 $0
Herman Adams (Union Trustee, Chairman) $0 $0 $0
John Gandy (Employer Trustee) $0 $0 $0
Marvin Ragsdale (Union Trustee, President) $0 $0 $0
Jerry Wilson (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on May 7, 2020

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

View Filing
PDF XML

Fiscal Year Ending July
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,571,523
Expenses
$4,011,592
Net Income
-$440,069
Net Assets
$7,665,251
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,125,850
87.5%
Investment Income $255,082
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $134,621
3.8%
Net Inventory Sales $0
Other Revenue $55,970
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,511,480
Total Liabilities $1,846,229
Net Assets $7,665,251
Compensation
Key Employees and Officers Compensation Related Other
James L Savell Jr (Union Trustee Chairman) $0 $0 $0
Mike O'connor (Employer Trustee) $0 $0 $0
Herman Adams (Union Trustee) $0 $0 $0
Philip Dozier (Employer Trustee Co Chairman) $0 $0 $0
Richard Maples (Employer Trustee) $0 $0 $0
Colin Branton (Union Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 1, 2019

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

View Filing
PDF XML

Fiscal Year Ending July
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,514,832
Expenses
$4,276,232
Net Income
-$761,400
Net Assets
$8,184,390
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,197,204
91.0%
Investment Income $262,415
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $45,845
1.3%
Net Inventory Sales $0
Other Revenue $9,368
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,902,446
Total Liabilities $1,718,056
Net Assets $8,184,390
Compensation
Key Employees and Officers Compensation Related Other
James L Savell Jr (Chairman) $0 $0 $0
Mike O'connor (Trustee) $0 $0 $0
Herman Adams (Trustee) $0 $0 $0
Philip Dozier (Co Chairman) $0 $0 $0
Richard Maples (Trustee) $0 $0 $0
Scott Murphy (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 26, 2018

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

View Filing
PDF XML

Fiscal Year Ending July
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,528,399
Expenses
$3,779,577
Net Income
-$251,178
Net Assets
$8,842,184
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,268,473
92.6%
Investment Income $268,229
7.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$16,845
Net Inventory Sales $0
Other Revenue $8,542
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,530,475
Total Liabilities $1,688,291
Net Assets $8,842,184
Compensation
Key Employees and Officers Compensation Related Other
James L Savell Jr (Chairman) $0 $0 $0
Mike O'connor (Trustee) $0 $0 $0
Herman Adams (Trustee) $0 $0 $0
Philip Dozier (Co Chairman) $0 $0 $0
Richard Maples (Trustee) $0 $0 $0
Scott Murphy (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 10, 2017

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

View Filing
PDF XML

Fiscal Year Ending July
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,987,367
Expenses
$3,991,619
Net Income
-$4,252
Net Assets
$8,919,434
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,559,594
89.3%
Investment Income $382,198
9.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$5,384
Net Inventory Sales $0
Other Revenue $50,959
1.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,788,102
Total Liabilities $1,868,668
Net Assets $8,919,434
Compensation
Key Employees and Officers Compensation Related Other
James L Savell Jr (Chairman) $0 $0 $0
Mike O'connor (Trustee) $0 $0 $0
Herman Adams (Trustee) $0 $0 $0
Philip Dozier (Co Chairman) $0 $0 $0
Richard Maples (Trustee) $0 $0 $0
Scott Murphy (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 3, 2016

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

View Filing
PDF XML

Fiscal Year Ending July
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,152,332
Expenses
$3,971,264
Net Income
$181,068
Net Assets
$9,003,802
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,590,529
86.5%
Investment Income $512,587
12.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$9,918
Net Inventory Sales $0
Other Revenue $59,134
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,748,787
Total Liabilities $1,744,985
Net Assets $9,003,802
Compensation
Key Employees and Officers Compensation Related Other
James L Savell Jr (Chairman) $0 $0 $0
Mike O'connor (Trustee) $0 $0 $0
Herman Adams (Trustee) $0 $0 $0
Philip Dozier (Co Chairman) $0 $0 $0
Richard Maples (Trustee) $0 $0 $0
Scott Murphy (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 2, 2015

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

View Filing
PDF XML

Fiscal Year Ending July
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,344,318
Expenses
$2,752,838
Net Income
$591,480
Net Assets
$8,831,373
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,178,524
95.0%
Investment Income $264,500
7.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$121,309
Net Inventory Sales $0
Other Revenue $22,603
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,311,769
Total Liabilities $1,480,396
Net Assets $8,831,373

Document Links

990
Filed on April 3, 2014

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

View Filing
PDF XML

Fiscal Year Ending July
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,693,788
Expenses
$2,840,860
Net Income
$852,928
Net Assets
$8,257,186
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,420,980
92.6%
Investment Income $240,637
6.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,449
0.2%
Net Inventory Sales $0
Other Revenue $24,722
0.7%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,751,826
Total Liabilities $1,494,640
Net Assets $8,257,186

Document Links

990

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

PDF

Fiscal Year Ending July
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,419,771
Expenses
$2,489,158
Net Income
$930,613
Net Assets
$7,485,233
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,112,063
91.0%
Investment Income $249,710
7.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$27,051
Net Inventory Sales $0
Other Revenue $85,049
2.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,866,701
Total Liabilities $1,381,468
Net Assets $7,485,233

Document Links

990

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

PDF

Fiscal Year Ending July
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 July
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 July
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 July
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 July
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 July
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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