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Welfare Fund Local No16 I A T S E

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
$15.1M (2022)

Expenses
$12.6M (2022)

Total Assets
$16M (2022)

Total Liabilities
$4.67M (2022)

Source: Form 990 tax filings from 2011 to 2022

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.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,124,205
Expenses
$12,576,027
Net Income
$2,548,178
Net Assets
$11,365,974
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,932,029
98.7%
Investment Income $192,109
1.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $67
0.0%
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 $16,035,612
Total Liabilities $4,669,638
Net Assets $11,365,974
Compensation
Key Employees and Officers Compensation Related Other
James Beaumonte (Chairman) $0 $0 $0
Steve Lutge (Trustee (Thru 11/21/22)) $0 $0 $0
Scott A Houghton (Chairman(thru 11/21/22)) $0 $0 $0
Kenneth Ryan (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0
Bob Sauter (Trustee (Thru 11/21/22)) $0 $0 $0
Mary Conde (Trustee) $0 $0 $0
Danny Borelis (Trustee (Eff. 11/21/22)) $0 $0 $0
Shari Bethel (Trustee (Eff. 11/21/22)) $0 $0 $0
Jen Good (Trustee (Eff. 11/21/22)) $0 $0 $0
Rainier Koeners (Trustee (Eff. 11/21/22)) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,369,703
Expenses
$9,407,652
Net Income
$1,962,051
Net Assets
$9,765,490
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,077,063
88.6%
Investment Income $242,049
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,050,591
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 $11,346,983
Total Liabilities $1,581,493
Net Assets $9,765,490
Compensation
Key Employees and Officers Compensation Related Other
Greg Holland (Trustee Past) $0 $0 $0
Debra Bernard (Trustee Past) $0 $0 $0
James Beaumonte (Trustee) $0 $0 $0
Steve Lutge (Trustee) $0 $0 $0
Scott A Houghton (Trustee) $0 $0 $0
Kenneth Ryan (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0
Bob Sauter (Trustee) $0 $0 $0
Mary Conde (Trustee) $0 $0 $0
See Sched O For Compensation (Paid By Related Organizations) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,112,301
Expenses
$13,039,984
Net Income
-$2,927,683
Net Assets
$8,640,010
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,857,709
97.5%
Investment Income $254,592
2.5%
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 $10,149,067
Total Liabilities $1,509,057
Net Assets $8,640,010
Compensation
Key Employees and Officers Compensation Related Other
Greg Holland (Trustee) $0 $0 $0
Debra Bernard (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $0 $0
Steve Lutge (Trustee) $0 $0 $0
Scott A Houghton (Trustee) $0 $0 $0
Kenneth Ryan (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0
Bob Sauter (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $1 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,456,407
Expenses
$18,212,365
Net Income
$1,244,042
Net Assets
$11,319,397
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,184,823
98.6%
Investment Income $271,584
1.4%
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 $17,150,844
Total Liabilities $5,831,447
Net Assets $11,319,397
Compensation
Key Employees and Officers Compensation Related Other
Greg Holland (Trustee) $0 $0 $0
Debra Bernard (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $0 $0
Steve Lutge (Trustee) $0 $0 $0
Scott A Houghton (Trustee) $0 $0 $0
Kenneth Ryan (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0
Bob Sauter (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $1 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,985,313
Expenses
$14,356,096
Net Income
$3,629,217
Net Assets
$9,612,644
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,701,297
98.4%
Investment Income $284,016
1.6%
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 $14,316,964
Total Liabilities $4,704,320
Net Assets $9,612,644
Compensation
Key Employees and Officers Compensation Related Other
Greg Holland (Trustee) $0 $0 $0
Debra Bernard (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $0 $0
Steve Lutge (Trustee) $0 $0 $0
Scott A Houghton (Trustee) $0 $0 $0
Kenneth Ryan (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0
Bob Sauter (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $1 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,034,574
Expenses
$18,813,744
Net Income
-$1,779,170
Net Assets
$6,313,729
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,801,416
98.6%
Investment Income $233,158
1.4%
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 $12,292,073
Total Liabilities $5,978,344
Net Assets $6,313,729
Compensation
Key Employees and Officers Compensation Related Other
Greg Holland (Trustee) $0 $0 $0
Debra Bernard (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $0 $0
Steve Lutge (Trustee) $0 $0 $0
Scott A Houghton (Trustee) $0 $0 $0
Kenneth Ryan (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0
Bob Sauter (Trustee) $0 $0 $0
See Schedule O For Compensation (Paid By Related Organizations) $0 $1 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,088,059
Expenses
$13,051,468
Net Income
$4,036,591
Net Assets
$12,573,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $16,897,593
98.9%
Investment Income $189,907
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $381
0.0%
Net Inventory Sales $0
Other Revenue $178
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $12,614,483
Total Liabilities $41,336
Net Assets $12,573,147
Compensation
Key Employees and Officers Compensation Related Other
Greg Holland (Trustee) $0 $0 $0
Debra Bernard (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $156,681 $36,820
Steve Lutge (Trustee) $0 $173,512 $40,775
Scott A Houghton (Trustee) $0 $2,191 $515
Kenneth Ryan (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0
Bob Sauter (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,203,383
Expenses
$13,132,504
Net Income
$1,070,879
Net Assets
$8,415,257
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,990,452
98.5%
Investment Income $177,181
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $35,750
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $94,094
0.7%
Assets/Debt
Total Assets $8,704,791
Total Liabilities $289,534
Net Assets $8,415,257
Compensation
Key Employees and Officers Compensation Related Other
Greg Holland (Trustee) $0 $0 $0
Debra Bernard (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $154,764 $36,370
Steve Lutge (Trustee) $0 $171,390 $40,277
Scott A Houghton (Trustee) $0 $8,549 $2,009
Kenneth Ryan (Trustee) $0 $0 $0
Dick Shaff (Trustee) $0 $0 $0
Lance Hughston Jr (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$11,883,349
Expenses
$11,337,761
Net Income
$545,588
Net Assets
$7,612,205
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $11,675,456
98.3%
Investment Income $25,480
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $182,413
1.5%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $108,291
1.0%
Assets/Debt
Total Assets $7,630,562
Total Liabilities $18,357
Net Assets $7,612,205
Compensation
Key Employees and Officers Compensation Related Other
John Kieser (Trustee) $0 $0 $0
Greg Holland (Trustee) $0 $0 $0
Debra Bernard (Trustee) $0 $0 $0
Richard H Shaff (Trustee) $0 $0 $0
Edward C Powell (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $144,874 $34,045
Steve Lutge (Trustee) $0 $160,437 $37,703
Scott A Houghton (Trustee) $0 $4,788 $1,125

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,956,268
Expenses
$11,086,973
Net Income
-$130,705
Net Assets
$7,131,603
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,931,293
99.8%
Investment Income $24,592
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $383
0.0%
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 $7,228,225
Total Liabilities $96,622
Net Assets $7,131,603
Compensation
Key Employees and Officers Compensation Related Other
Debra Bernard (Trustee) $0 $0 $0
Greg Holland (Trustee) $0 $0 $0
Edward C Powell (Chairman Of The Board) $0 $0 $0
Scott A Houghton (Trustee) $0 $2,794 $0
John Kieser (Trustee) $0 $0 $0
G Anthony Philips (Trustee) $0 $63,793 $14,203
Scott Bever (Trustee) $0 $0 $0
Richard H Shaff (Trustee) $0 $0 $0
Steve Lutge (Trustee) $0 $160,437 $37,480
Douglas Cattaneo (Trustee) $0 $0 $0
James Beaumonte (Trustee) $0 $136,249 $31,853

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,989,805
Expenses
$10,054,510
Net Income
-$64,705
Net Assets
$7,125,132
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,921,732
99.3%
Investment Income $67,831
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $242
0.0%
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 $7,133,462
Total Liabilities $8,330
Net Assets $7,125,132

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,454,774
Expenses
$8,400,511
Net Income
$1,054,263
Net Assets
$7,130,211
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,381,345
99.2%
Investment Income $73,243
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $186
0.0%
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 $7,137,766
Total Liabilities $7,555
Net Assets $7,130,211

Document Links

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

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

Fiscal Year Ending Dec.
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 Dec.
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 Dec.
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 Dec.
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 Dec.
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

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.

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