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Operating Engineers 428 Health & Welfare Trust Fund

Local Board Of Trustees
  • Phoenix, AZ
  • Tax-exempt since Feb. 1970
  • EIN: 86-6025730

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
$23.2M (2023)

Expenses
$17.2M (2023)

Total Assets
$48.2M (2023)

Total Liabilities
$11.7M (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 Sept.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,204,705
Expenses
$17,176,661
Net Income
$6,028,044
Net Assets
$36,533,649
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $21,865,700
94.2%
Investment Income $1,321,760
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $17,245
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 $48,188,646
Total Liabilities $11,654,997
Net Assets $36,533,649
Compensation
Key Employees and Officers Compensation Related Other
David Martin (Secretary) $0 $0 $0
Mike Lee (Chairman) $0 $0 $0
Tim Davies (Trustee) $0 $0 $0
Steve Campbell (Trustee) $0 $0 $0
Jay Stevens (Trustee) $0 $0 $0
Shannon Wright (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 14, 2024

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

View Filing
XML

Fiscal Year Ending Sept.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,751,569
Expenses
$17,093,689
Net Income
$2,657,880
Net Assets
$28,792,647
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $18,324,378
92.8%
Investment Income $1,129,290
5.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $296,977
1.5%
Net Inventory Sales $0
Other Revenue $924
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $37,883,672
Total Liabilities $9,091,025
Net Assets $28,792,647
Compensation
Key Employees and Officers Compensation Related Other
David Martin (Secretary) $0 $0 $0
Mike Lee (Chairman) $0 $0 $0
Tim Davies (Trustee) $0 $0 $0
Steve Campbell (Trustee) $0 $0 $0
Jay Stevens (Trustee) $0 $0 $0
Shannon Wright (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2023

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,859,473
Expenses
$11,972,516
Net Income
$7,886,957
Net Assets
$34,582,784
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,803,895
84.6%
Investment Income $1,680,791
8.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,338,825
6.7%
Net Inventory Sales $0
Other Revenue $35,962
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $41,927,461
Total Liabilities $7,344,677
Net Assets $34,582,784
Compensation
Key Employees and Officers Compensation Related Other
David Martin (Chairman) $0 $0 $0
Mike Lee (Secretary) $0 $0 $0
Tim Davies (Trustee) $0 $0 $0
Steve Campbell (Trustee) $0 $0 $0
Jay Stevens (Trustee) $0 $0 $0
Shannon Wright (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 15, 2022

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,638,613
Expenses
$17,941,545
Net Income
$2,697,068
Net Assets
$25,622,419
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,570,602
94.8%
Investment Income $863,004
4.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $111,906
0.5%
Net Inventory Sales $0
Other Revenue $93,101
0.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $35,316,676
Total Liabilities $9,694,257
Net Assets $25,622,419
Compensation
Key Employees and Officers Compensation Related Other
David Martin (Chairman) $0 $0 $0
Mike Lee (Secretary) $0 $0 $0
Tom Royden (Trustee) $0 $0 $0
Chad Gray (Trustee) $0 $0 $0
Steve Campbell (Trustee) $0 $0 $0
Jay Stevens (Trustee) $0 $0 $0
Shannon Wright (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 12, 2021

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

View Filing
XML

Fiscal Year Ending Sept.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,861,954
Expenses
$14,923,831
Net Income
$2,938,123
Net Assets
$21,579,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,241,661
96.5%
Investment Income $660,579
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$44,248
Net Inventory Sales $0
Other Revenue $3,962
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,544,067
Total Liabilities $7,964,935
Net Assets $21,579,132
Compensation
Key Employees and Officers Compensation Related Other
David Martin (Secretary) $0 $0 $0
Mike Lee (Chairman) $0 $0 $0
Tom Royden (Trustee) $0 $0 $0
Chad Gray (Trustee) $0 $0 $0
Steve Campbell (Trustee) $0 $0 $0
Jay Stevens (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 23, 2020

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

View Filing
PDF XML

Fiscal Year Ending Sept.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,799,239
Expenses
$12,194,890
Net Income
$2,604,349
Net Assets
$17,529,270
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,556,443
91.6%
Investment Income $541,175
3.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $700,896
4.7%
Net Inventory Sales $0
Other Revenue $725
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,445,034
Total Liabilities $6,915,764
Net Assets $17,529,270

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,552,264
Expenses
$14,655,542
Net Income
-$3,103,278
Net Assets
$15,755,565
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,697,810
92.6%
Investment Income $705,007
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $149,207
1.3%
Net Inventory Sales $0
Other Revenue $240
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $23,168,303
Total Liabilities $7,412,738
Net Assets $15,755,565

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,925,182
Expenses
$13,142,182
Net Income
-$3,217,000
Net Assets
$18,154,778
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,081,964
91.5%
Investment Income $681,043
6.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $158,186
1.6%
Net Inventory Sales $0
Other Revenue $3,989
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $25,099,330
Total Liabilities $6,944,552
Net Assets $18,154,778

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,499,980
Expenses
$12,929,897
Net Income
-$2,429,917
Net Assets
$20,655,074
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,274,129
97.8%
Investment Income $539,815
5.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$331,736
Net Inventory Sales $0
Other Revenue $17,772
0.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,147,580
Total Liabilities $6,492,506
Net Assets $20,655,074

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,631,812
Expenses
$10,766,220
Net Income
-$134,408
Net Assets
$23,290,931
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,955,174
93.6%
Investment Income $486,530
4.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $190,108
1.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $9,939,730
92.3%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $29,388,061
Total Liabilities $6,097,130
Net Assets $23,290,931

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,441,572
Expenses
$12,518,875
Net Income
-$77,303
Net Assets
$22,740,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,895,399
87.6%
Investment Income $620,441
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $925,732
7.4%
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 $29,187,467
Total Liabilities $6,447,256
Net Assets $22,740,211

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,406,197
Expenses
$11,201,787
Net Income
-$1,795,590
Net Assets
$24,144,246
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $8,585,720
91.3%
Investment Income $704,841
7.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $115,636
1.2%
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 $30,482,818
Total Liabilities $6,338,572
Net Assets $24,144,246

Document Links

990

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

PDF

Fiscal Year Ending Sept.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,651,667
Expenses
$12,992,375
Net Income
-$7,340,708
Net Assets
$23,809,126
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,023,307
53.5%
Investment Income $745,478
13.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,882,717
33.3%
Net Inventory Sales $0
Other Revenue $165
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $30,400,827
Total Liabilities $6,591,701
Net Assets $23,809,126

Document Links

990

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

PDF

Fiscal Year Ending Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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 Sept.
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

Fiscal Year Ending Sept.
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

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.

Updated