Nonprofit · EIN 04-2845153
COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND
Tax-exempt · QUINCY, MA 02169
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| May 31, 2025 | 990 | $15,377,195 | $14,180,496 | $1,196,699 | $26,394,729 | $3,483,101 | $22,911,628 |
| May 31, 2024 | 990 | $14,465,384 | $12,326,122 | $2,139,262 | $24,544,350 | $3,179,727 | $21,364,623 |
| May 31, 2023 | 990 | $12,054,650 | $10,916,243 | $1,138,407 | $21,514,166 | $2,690,878 | $18,823,288 |
Financial details: 990 for the year ended May 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $14,373,395
- Investment income
- $940,009
- Net gain from sales of assets
- $334,273
- Other revenue
- $63,791
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,345,232
- Compensation of officers, directors and key employees
- $114,669
- Other salaries and wages
- $263,503
- Salaries, compensation and benefits (total)
- $521,816
- Professional fundraising fees
- $0
- Legal fees
- $27,000
- Accounting fees
- $28,752
- Occupancy
- $25,000
- Depreciation
- $1,759
Balance sheet and other
- Total assets, start of year
- $24,544,350
- Total assets, end of year
- $26,394,729
- Total liabilities, end of year
- $3,483,101
- Net assets, end of year
- $22,911,628
- Land, buildings and equipment
- $3,867
- Publicly traded securities
- $14,879,844
- Gross receipts
- $19,297,051
- Employees
- 4
- Volunteers
- 0
- Year formed
- 1984
- State of legal domicile
- MA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended May 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHANNA MCNALLY | FUND ADMINISTRATOR Highest-paid employee | 40 | $131,841 | $11,796 |
| SUE TURNER | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| KIMBERLY HOWLAND-DAILEY | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| LAUREN LANGIONE | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| PATRICK BEAULIEU | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| DEBORAH CRORY | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| MELISSA DIORIO | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| CHRISTOPHER BARRY | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| MARIANNE DILL | CO-CHAIRMAN/MANAGEMENT TRU Trustee or director | 0 | $0 | $0 |
| JOSHUA PRADA | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| CASSANDRA BEARCE | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| MAURA RYAN-CIARDIELLO | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| WENDY CHU | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| MARK SPENGLER | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
990 for the year ended May 31, 2024: 14 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHANNA MCNALLY | FUND ADMINISTRATOR Highest-paid employee | 40 | $127,995 | $32,984 |
| SUE TURNER | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| KIMBERLY HOWLAND-DAILEY | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| LAUREN LANGIONE | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| PATRICK BEAULIEU | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| DEBORAH CRORY | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| MELISSA DIORIO | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| CHRISTOPHER BARRY | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| MARIANNE DILL | CO-CHAIRMAN/MANAGEMENT TRU Trustee or director | 0 | $0 | $0 |
| JOSHUA PRADA | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| CASSANDRA BEARCE | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| MAURA RYAN-CIARDIELLO | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| WENDY CHU | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| MARK SPENGLER | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
990 for the year ended May 31, 2023: 11 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JOHANNA MCNALLY | FUND ADMINISTRATOR Highest-paid employee | 40 | $120,819 | $31,189 |
| SUE TURNER | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| KIMBERLY HOWLAND-DAILEY | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| LAUREN LANGIONE | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| PATRICK BEAULIEU | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| DEBORAH CRORY | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| MELISSA DIORIO | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| CHRISTOPHER BARRY | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
| MARIANNE DILL | CO-CHAIRMAN/MANAGEMENT TRU Trustee or director | 0 | $0 | $0 |
| JOSHUA PRADA | MANAGEMENT TRUSTEE Trustee or director | 0 | $0 | $0 |
| CASSANDRA BEARCE | UNION TRUSTEE Trustee or director | 0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 159 THOMAS BURGIN PKWY, QUINCY, MA 02169-4251
- Principal officer (990 for 2024)
- JOHANNA MCNALLY, 159 BURGIN PARKWAY, QUINCY, MA 02169
- Signed the 990
- JOHANNA MCNALLY, FUND ADMINISTRATOR
- Phone
- (617) 773-8947
- Return prepared by
- MANZI & ASSOCIATES LLC
Mission
TO OBTAIN AND ADMINISTER THE BENEFIT PROGRAM FOR ELIGIBLE PARTICPANT
Program accomplishments
- PROVIDE WELFARE BENEFITS TO EMPLOYEES UNDER COLLECTIVE BARGAINING AGREEMENT
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in May, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | May 31, 2026 | October 15, 2026 | Not on file |
| 2024 | May 31, 2025 | October 15, 2025 | 990 on file |
| 2023 | May 31, 2024 | October 15, 2024 | 990 on file |
IRS record
- EIN
- 04-2845153
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1986
- Accounting year ends
- May
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $26,394,729
- Income (IRS master file)
- $19,297,051
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | May 2025 | $15,377,195 | $14,180,496 | $26,394,729 | XML |
| 990 | May 2024 | $14,465,384 | $12,326,122 | $24,544,350 | XML |
| 990 | May 2023 | $12,054,650 | $10,916,243 | $21,514,166 | XML |
| 990 | May 2022 | $12,264,688 | $10,540,789 | $20,484,486 | IRS |
| 990 | May 2021 | – | – | – | IRS |
| 990 | May 2020 | – | – | – | IRS |
| 990 | May 2019 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 04-2845153).
Questions about COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND
- What is the EIN of COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND?
- The employer identification number (EIN) of COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND is 04-2845153.
- Is COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1986.
- Are donations to COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND due?
- The return for tax year 2025 (the year ending May 31, 2026) is due October 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended May 2025.
- Who is the principal officer of COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended May 31, 2025 names JOHANNA MCNALLY.
- Who are the officers and directors of COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND?
- The 990 for the year ended May 31, 2025 lists 14 people; 1 received compensation from the organization, the highest $131,841 (JOHANNA MCNALLY, FUND ADMINISTRATOR).
- How much revenue does COMMONWEALTH OF MASSACHUSETTS NAGE HEALTH AND WELFARE TRUST FUND have?
- On its 990 for the year ended May 31, 2025 it reported revenue of $15,377,195, expenses of $14,180,496 and total assets of $26,394,729 at year end.
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