Nonprofit · EIN 11-0908470
INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B
Also known as LOCAL 138 138A AND 138B
Tax-exempt · FARMINGDALE, NY 11735
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $6,148,212 | $5,018,532 | $1,129,680 | $7,356,643 | $0 | $7,356,643 |
| June 30, 2024 | 990 | $5,591,221 | $4,508,762 | $1,082,459 | $6,226,963 | $0 | $6,226,963 |
| June 30, 2023 | 990 | $5,751,988 | $4,254,297 | $1,497,691 | $5,144,504 | $0 | $5,144,504 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $5,878,482
- Investment income
- $64,223
- Net income from fundraising events
- $33,500
- Other revenue
- $205,507
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $2,048,835
- Other salaries and wages
- $80,169
- Salaries, compensation and benefits (total)
- $2,833,575
- Professional fundraising fees
- $0
- Legal fees
- $73,264
- Accounting fees
- $173,108
- Occupancy
- $115,000
- Depreciation
- $3,711
Balance sheet and other
- Total assets, start of year
- $6,226,963
- Total assets, end of year
- $7,356,643
- Total liabilities, end of year
- $0
- Net assets, end of year
- $7,356,643
- Land, buildings and equipment
- $31,901
- Gross receipts
- $6,148,212
- Employees
- 9
- Volunteers
- 0
- Year formed
- 1964
- State of legal domicile
- NY
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN DUFFY | BUSINESS MANAGER/TREASURER Trustee or director, Officer | 38 | $368,041 | $0 | $79,044 |
| ANTHONY MALIZIA | RECORDING SECRETARY Trustee or director | 38 | $322,512 | $0 | $94,344 |
| SHAWN COLES | GUARD Trustee or director | 38 | $322,468 | $0 | $94,344 |
| JOHN J DUFFY | VICE PRESIDENT Trustee or director | 38 | $320,015 | $0 | $94,344 |
| WILLIAM DUFFY JR | PRESIDENT/TRUSTEE Trustee or director, Officer | 38 | $317,590 | $0 | $95,544 |
| DENNIS ADRIAN | FINANCIAL SECRETARY Trustee or director | 38 | $309,169 | $0 | $94,469 |
| STEPHEN BARNETT | CONDUCTOR Trustee or director | 2 | $0 | $308,471 | $79,068 |
| CHRISTOPHER DUFFY | STAMP FUND ADMINISTRATOR Highest-paid employee | 2 | $0 | $307,211 | $63,676 |
| VINCENT RAZZANO | AUDITOR Trustee or director | 2 | $0 | $252,236 | $75,634 |
| ENRIQUE GUZMAN | AUDITOR Trustee or director | 38 | $214,383 | $0 | $79,308 |
| SCOTT TIERNEY | APPRENTICE INSTRUCTOR Highest-paid employee | 0 | $0 | $195,964 | $75,940 |
| LISA HARDEN | CLAIMS ADMINISTRATOR Highest-paid employee | 0 | $0 | $111,493 | $37,768 |
| ANNE MCDONNAUGH | BOOKKEEPER Highest-paid employee | 2 | $0 | $107,550 | $37,768 |
| MICHAEL MARTINO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| HARRY HANSEN | EXAMINING BOARD Trustee or director | 2 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DERRICK PENN | TRUSTEE Trustee or director | 2 | $0 |
| JEFF HEALY | AUDITOR Trustee or director | 2 | $0 |
| JODI GIGLIO | EXAMINING BOARD Trustee or director | 2 | $0 |
| STEVEN GRELLA | TRUSTEE Trustee or director | 2 | $0 |
990 for the year ended June 30, 2024: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN DUFFY | BUSINESS MANAGER/TREASURER Trustee or director, Officer | 38 | $356,738 | $0 | $80,767 |
| JOHN J DUFFY | VICE PRESIDENT Trustee or director | 38 | $305,045 | $0 | $96,067 |
| ANTHONY MALIZIA | RECORDING SECRETARY Trustee or director | 38 | $301,533 | $0 | $96,067 |
| WILLIAM DUFFY JR | PRESIDENT/TRUSTEE Trustee or director, Officer | 38 | $300,258 | $0 | $97,267 |
| SHAWN COLES | GUARD Trustee or director | 38 | $298,663 | $0 | $96,067 |
| DENNIS ADRIAN | FINANCIAL SECRETARY Trustee or director | 38 | $298,171 | $0 | $96,067 |
| STEPHEN BARNETT | CONDUCTOR Trustee or director | 2 | $0 | $291,259 | $72,108 |
| VINCENT RAZZANO | AUDITOR Trustee or director | 2 | $0 | $242,995 | $77,972 |
| CHRISTOPHER DUFFY | STAMP FUND ADMINISTRATOR Highest-paid employee | 2 | $0 | $246,418 | $58,396 |
| ENRIQUE GUZMAN | AUDITOR Trustee or director | 38 | $190,316 | $0 | $86,395 |
| SCOTT TIERNEY | APPRENTICE INSTRUCTOR Highest-paid employee | 0 | $0 | $178,965 | $74,899 |
| LISA HARDEN | CLAIMS ADMINISTRATOR Highest-paid employee | 0 | $0 | $107,782 | $31,515 |
| ANNE MCDONNAUGH | BOOKKEEPER Highest-paid employee | 2 | $0 | $103,904 | $31,515 |
| MICHAEL MARTINO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| HARRY HANSEN | EXAMINING BOARD Trustee or director | 2 | $0 | $0 | $0 |
| GERARD CAPOBIANCO | AUDITOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD BOYCE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DERRICK PENN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JEFF HEALY | EXAMINING BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JODI GIGLIO | EXAMINING BOARD Trustee or director | 2 | $0 | $0 | $0 |
| STEVEN GRELLA | TRUSTEE Trustee or director, Officer | 2 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 21 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN DUFFY | BUSINESS MANAGER/TREASURER Trustee or director, Officer | 38 | $345,015 | $0 | $81,275 |
| ANTHONY MALIZIA | RECORDING SECRETARY Trustee or director | 38 | $293,295 | $0 | $95,547 |
| JOHN J DUFFY | VICE PRESIDENT Trustee or director | 38 | $293,046 | $0 | $95,547 |
| WILLIAM DUFFY JR | PRESIDENT/TRUSTEE Trustee or director, Officer | 38 | $290,386 | $0 | $96,747 |
| SHAWN COLES | GUARD Trustee or director | 38 | $288,381 | $0 | $95,547 |
| DENNIS ADRIAN | FINANCIAL SECRETARY Trustee or director | 38 | $288,237 | $0 | $95,547 |
| STEPHEN BARNETT | CONDUCTOR Trustee or director | 2 | $0 | $281,211 | $75,948 |
| VINCENT RAZZANO | AUDITOR Trustee or director | 2 | $0 | $234,788 | $77,872 |
| CHRISTOPHER DUFFY | STAMP FUND ADMINISTRATOR Highest-paid employee | 2 | $0 | $222,714 | $62,585 |
| SCOTT TIERNEY | APPRENTICE INSTRUCTOR Highest-paid employee | 0 | $0 | $180,888 | $74,758 |
| LISA HARDEN | CLAIMS ADMINISTRATOR Highest-paid employee | 0 | $0 | $104,128 | $33,838 |
| ANNE MCDONNAUGH | BOOKKEEPER Highest-paid employee | 2 | $0 | $100,387 | $33,838 |
| ENRIQUE GUZMAN | AUDITOR Trustee or director | 38 | $62,131 | $0 | $33,854 |
| MICHAEL MARTINO | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| PERRY BARBARO | AUDITOR Trustee or director | 2 | $0 | $0 | $0 |
| GERARD CAPOBIANCO | AUDITOR Trustee or director | 2 | $0 | $0 | $0 |
| RICHARD BOYCE | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DERRICK PENN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JEFF HEALY | EXAMINING BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JODI GIGLIO | EXAMINING BOARD Trustee or director | 2 | $0 | $0 | $0 |
| JOAN GRAHN | EXAMINING BOARD Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 206, FARMINGDALE, NY 11735-0206
- In care of
- % TAXPAYER
- Principal officer (990 for 2024)
- JOHN DUFFY, PO BOX 206 137 GAZZA BLVD, FARMINGDALE, NY 11735
- Signed the 990
- JOHN DUFFY, BUSINESS MANAGER
- Phone
- (631) 592-5725
- Return prepared by
- CITRIN COOPERMAN ADVISORS LLC
Mission
THE UNION PROVIDES FOR THE CONTINUOUS EMPLOYMENT OF LABOR TO BRING ABOUT STABLE CONDITIONS & ESTABLISH NECESSARY PROCEDURES FOR AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.
Program accomplishments
- THE UNION PROVIDES FOR THE CONTINUOUS EMPLOYMENT OF LABOR TO BRING ABOUT STABLE CONDITIONS & ESTABLISH NECESSARY PROCEDURES FOR AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 11-0908470
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1973
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $7,356,643
- Income (IRS master file)
- $6,148,212
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $6,148,212 | $5,018,532 | $7,356,643 | XML |
| 990 | June 2024 | $5,591,221 | $4,508,762 | $6,226,963 | XML |
| 990 | June 2023 | $5,751,988 | $4,254,297 | $5,144,504 | XML |
| 990 | June 2022 | $5,117,264 | $4,045,744 | $3,646,813 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | 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 11-0908470).
Questions about INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B
- What is the EIN of INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B?
- The employer identification number (EIN) of INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B is 11-0908470.
- Is INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1973.
- Are donations to INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B 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 INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B?
- The 990 for the year ended June 30, 2025 names JOHN DUFFY.
- Who are the officers and directors of INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B?
- The 990 for the year ended June 30, 2025 lists 19 people; 7 received compensation from the organization, the highest $368,041 (JOHN DUFFY, BUSINESS MANAGER/TREASURER).
- How much revenue does INTERNATIONAL UNION OF OPERATING ENGINEERS-LOCAL 138 138A & 138B have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $6,148,212, expenses of $5,018,532 and total assets of $7,356,643 at year end.
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