Nonprofit · EIN 13-1739715
INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137
Tax-exempt · BRIARCLIFF, NY 10510
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $3,089,358 | $2,728,364 | $360,994 | $11,966,722 | $62,600 | $11,904,122 |
| December 31, 2024 | 990 | $3,011,315 | $2,704,210 | $307,105 | $11,244,393 | $62,600 | $11,181,793 |
| December 31, 2023 | 990 | $2,996,515 | $2,646,733 | $349,782 | $10,606,318 | $62,600 | $10,543,718 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $2,783,469
- Investment income
- $303,650
- Net rental income
- $2,239
- Net gain from sales of assets
- $72,900
- Other revenue
- $2,239
Expenses
- Grants and similar amounts paid
- $0
- Compensation of officers, directors and key employees
- $1,089,137
- Other salaries and wages
- $109,717
- Salaries, compensation and benefits (total)
- $1,513,978
- Professional fundraising fees
- $0
- Legal fees
- $60,630
- Accounting fees
- $65,041
- Occupancy
- $155,213
- Travel
- $16,144
- Depreciation
- $108,420
Balance sheet and other
- Total assets, start of year
- $11,244,393
- Total assets, end of year
- $11,966,722
- Total liabilities, end of year
- $62,600
- Net assets, end of year
- $11,904,122
- Land, buildings and equipment
- $216,409
- Publicly traded securities
- $6,256,069
- Net assets without donor restrictions
- $11,904,122
- Gross receipts
- $5,687,803
- Employees
- 4
- Volunteers
- 0
- Year formed
- 1933
- 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 December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES SASSO | PRESIDENT Trustee or director, Officer | 40 | $217,278 | $155,842 |
| JEFFREY LOUGHLIN | BUSINESS MGR Trustee or director, Officer | 40 | $260,999 | $98,913 |
| MICHAEL MILLER | VICE PRESIDENT Trustee or director, Officer | 40 | $217,284 | $135,071 |
| KERRY A D'AMATO | UNION OFFICE MANAGER Highest-paid employee | 40 | $109,717 | $78,035 |
| DAVID RYAN | TREASURER Trustee or director, Officer | 1 | $2,500 | $0 |
| SEAN MEANEY | CONDUCTOR Officer | 1 | $1,250 | $0 |
| JOHN BELARDI | REC CORRES SEC Trustee or director, Officer | 1 | $0 | $0 |
| JAMES ARNAU | FINL SEC Trustee or director, Officer | 1 | $0 | $0 |
| CHARLES TIERNEY JR | GUARD Officer | 1 | $0 | $0 |
| ROBERT YOZZO | TRUSTEE - THRU 7/25 Officer | 1 | $0 | $0 |
| LUCAS RAU | TRUSTEE Officer | 1 | $0 | $0 |
| PATRICIA PARRIS | TRUSTEE - THRU 1/25 Officer | 1 | $0 | $0 |
| SCOTT SCHNEIDER | AUDITOR Officer | 1 | $0 | $0 |
| CHRIS HORTON | AUDITOR Officer | 1 | $0 | $0 |
| JAMES LARKIN | AUDITOR Officer | 1 | $0 | $0 |
8 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| EVAN VONA | EXECUTIVE BOARD Trustee or director, Officer | 1 | $0 |
| RONALD BURGESS | EXECUTIVE BOARD Trustee or director, Officer | 1 | $0 |
| ROCCO MICELI | EXECUTIVE BOARD Trustee or director, Officer | 1 | $0 |
| PETE SAMPOGNA | EXECUTIVE BOARD Trustee or director, Officer | 1 | $0 |
| DAN CALANDRO | EXECUTIVE BOARD Trustee or director, Officer | 1 | $0 |
| TREVOR RODNEY | EXECUTIVE BOARD Trustee or director, Officer | 1 | $0 |
| THOMAS PATTERSON | TRUSTEE - EFF 7/25 Officer | 1 | $0 |
| JOHN BLASETTI | TRUSTEE - EFF 1/25 Officer | 1 | $0 |
990 for the year ended December 31, 2024: 21 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES SASSO | PRESIDENT Officer | 40 | $211,131 | $147,417 |
| JEFFREY LOUGHLIN | BUSINESS MGR Officer | 40 | $253,480 | $95,695 |
| MICHAEL MILLER | VICE PRESIDENT Officer | 40 | $210,844 | $127,712 |
| KERRY A D'AMATO | UNION OFFICE MANAGER Highest-paid employee | 40 | $106,164 | $75,462 |
| DAVID RYAN | TREASURER Officer | 1 | $2,500 | $0 |
| SEAN MEANEY | CONDUCTOR Officer | 1 | $1,250 | $0 |
| JOHN BELARDI | REC CORRES SEC Officer | 1 | $0 | $0 |
| JAMES ARNAU | FINL SEC Officer | 1 | $0 | $0 |
| CHARLES TIERNEY JR | GUARD Officer | 1 | $0 | $0 |
| ROBERT YOZZO | TRUSTEE Officer | 1 | $0 | $0 |
| LUCAS RAU | TRUSTEE Officer | 1 | $0 | $0 |
| PATRICIA PARRIS | TRUSTEE Officer | 1 | $0 | $0 |
| SCOTT SCHNEIDER | AUDITOR Officer | 1 | $0 | $0 |
| CHRIS HORTON | AUDITOR Officer | 1 | $0 | $0 |
| JAMES LARKIN | AUDITOR Officer | 1 | $0 | $0 |
| EVAN VONA | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| RONALD BURGESS | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| ROCCO MICELI | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| PETE SAMPOGNA | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| DAN CALANDRO | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| TREVOR RODNEY | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
990 for the year ended December 31, 2023: 30 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| JAMES SASSO - BUS AGENT | PRESIDENT - EFF 1/23 Officer | 40 | $208,368 | $137,476 |
| JEFFREY LOUGHLIN | BUSINESS MGR Officer | 40 | $248,359 | $92,717 |
| MICHAEL MILLER - BUS AGENT | VICE PRESIDENT - EFF 1/23 Officer | 40 | $206,292 | $120,640 |
| KERRY A D'AMATO | UNION OFFICE MANAGER Highest-paid employee | 40 | $101,064 | $72,586 |
| DAVID RYAN | TREASURER - EFF 1/23 Officer | 1 | $5,100 | $0 |
| JOSEPH SCHNEIDER JR | TREASURER - THRU 12/22 Officer | 1 | $1,800 | $0 |
| WAYNE HELLER | PRESIDENT - THRU 1/23 Officer | 1 | $0 | $0 |
| JAMES SASSO | VICE PRESIDENT - THRU 1/23 Officer | 1 | $0 | $0 |
| JOHN BELARDI | REC CORRES SEC Officer | 1 | $0 | $0 |
| JAMES ARNAU | FINL SEC - EFF 1/23 Officer | 1 | $0 | $0 |
| DANIEL FENYO | FINL SEC - THRU 1/23 Officer | 1 | $0 | $0 |
| SEAN MEANEY | CONDUCTOR Officer | 1 | $0 | $0 |
| CHARLES TIERNEY JR | GUARD Officer | 1 | $0 | $0 |
| PATRICIA PARRIS | TRUSTEE Officer | 1 | $0 | $0 |
| ROBERT YOZZO | TRUSTEE - EFF 1/23 Officer | 1 | $0 | $0 |
| LUCAS RAU | TRUSTEE - EFF 1/23 Officer | 1 | $0 | $0 |
| JAMES ARNAU | TRUSTEE - THRU 1/23 Officer | 1 | $0 | $0 |
| DAN CALANDRO | TRUSTEE - THRU 1/23 Officer | 1 | $0 | $0 |
| CHRIS HORTON | AUDITOR Officer | 1 | $0 | $0 |
| JAMES LARKIN | AUDITOR Officer | 1 | $0 | $0 |
| SCOTT SCHNEIDER | AUDITOR - EFF 1/23 Officer | 1 | $0 | $0 |
| TREVOR RODNEY | AUDITOR - THRU 1/23 Officer | 1 | $0 | $0 |
| EVAN VONA | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| RONALD BURGESS | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| ROCCO MICELI | EXECUTIVE BOARD Officer | 1 | $0 | $0 |
| DAN CALANDRO | EXECUTIVE BOARD - EFF 1/23 Officer | 1 | $0 | $0 |
| PETE SAMPOGNA | EXECUTIVE BOARD - EFF 1/23 Officer | 1 | $0 | $0 |
| TREVOR RODNEY | EXECUTIVE BOARD - EFF 1/23 Officer | 1 | $0 | $0 |
| DAVID RYAN | EXECUTIVE BOARD - THRU 1/23 Officer | 1 | $0 | $0 |
| MICHAEL MILLER | EXECUTIVE BOARD -THRU 1/23 Officer | 1 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1360 PLEASANTVILLE RD, BRIARCLIFF, NY 10510-1620
- Principal officer (990 for 2025)
- JEFFREY LOUGHLIN, 1360 PLEASANTVILLE ROAD, BRIARCLIFF MANOR, NY 105101620
- Signed the 990
- JEFFREY LOUGHLIN, BUSINESS MANAGER
- Phone
- (914) 762-0600
- Website
- WWW.IUOELOCAL137.COM
- Return prepared by
- SCHULTHEIS & PANETTIERI LLP
Mission
THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES. THE DISREGARDED ENTITY HOLDS TITLE TO REAL ESTATE.
Program accomplishments
- THE OBJECTIVES OF THE UNION AS THE REPRESENTATIVE OF ITS MEMBERS, ARE TO IMPROVE WORKING CONDITIONS AND LIVING STANDARDS OF MEMBERS THROUGH COLLECTIVE BARGAINING, EDUCATION, TRAINING AND EMPLOYEE BENEFITS AND TO ESTABLISH NECESSARY PROCEDURES FOR THE AMICABLE ADJUSTMENT OF ALL DISPUTES WHICH MAY ARISE BETWEEN EMPLOYERS AND EMPLOYEES.
- THE DISREGARDED ENTITY HOLDS TITLE TO REAL ESTATE.
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 December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990 on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 13-1739715
- Tax-exempt status
- 501(c)(5): Labor, agricultural or horticultural organization
- Donations deductible
- No
- Exempt since
- 1945
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $11,966,722
- Income (IRS master file)
- $5,687,803
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | $3,089,358 | $2,728,364 | $11,966,722 | XML |
| 990 | December 2024 | $3,011,315 | $2,704,210 | $11,244,393 | XML |
| 990 | December 2023 | $2,996,515 | $2,646,733 | $10,606,318 | XML |
| 990 | December 2022 | $3,069,422 | $2,518,604 | $9,917,732 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2019 | – | – | – | IRS |
| 990 | December 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 13-1739715).
Questions about INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137
- What is the EIN of INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137?
- The employer identification number (EIN) of INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 is 13-1739715.
- Is INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(5) since 1945.
- Are donations to INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 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 137 due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137?
- The 990 for the year ended December 31, 2025 names JEFFREY LOUGHLIN.
- Who are the officers and directors of INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137?
- The 990 for the year ended December 31, 2025 lists 23 people; 6 received compensation from the organization, the highest $217,278 (JAMES SASSO, PRESIDENT).
- How much revenue does INTERNATIONAL UNION OF OPERATING ENGINEERS LOCAL 137 have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $3,089,358, expenses of $2,728,364 and total assets of $11,966,722 at year end.
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