Nonprofit · EIN 13-2980858
LOCAL 338 HEALTH AND WELFARE FUND
Also known as 338 HEALTH & WELFARE FUND
Tax-exempt · MINEOLA, NY 11501
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $45,367,399 | $47,706,920 | -$2,339,521 | $43,157,337 | $471,418 | $42,685,919 |
| December 31, 2023 | 990 | $41,514,409 | $45,983,716 | -$4,469,307 | $44,408,603 | $620,084 | $43,788,519 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $43,113,422
- Investment income
- $2,182,226
- Net gain from sales of assets
- $1,878,783
- Other revenue
- $71,751
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $41,993,246
- Other salaries and wages
- $2,389,433
- Salaries, compensation and benefits (total)
- $3,641,467
- Professional fundraising fees
- $0
- Legal fees
- $230,960
- Accounting fees
- $59,000
- Occupancy
- $317,973
- Travel
- $108,108
- Depreciation
- $123,410
Balance sheet and other
- Total assets, start of year
- $44,408,603
- Total assets, end of year
- $43,157,337
- Total liabilities, end of year
- $471,418
- Net assets, end of year
- $42,685,919
- Land, buildings and equipment
- $86,100
- Publicly traded securities
- $10,045,252
- Gross receipts
- $53,761,997
- Employees
- 32
- Volunteers
- 0
- Year formed
- 1939
- 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, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN DURSO | TRUSTEE Trustee or director | 10 | $0 | $371,269 | $54,133 |
| JOSEPH FONTANO | TRUSTEE Trustee or director | 9 | $0 | $236,917 | $42,102 |
| NEIL GONZALVO | TRUSTEE Trustee or director | 9 | $0 | $224,705 | $39,095 |
| HAROLD MITTEL | CONTROLLER Officer | 10 | $0 | $207,310 | $38,070 |
| MICHAEL PASQUARETTA | TRUSTEE Trustee or director | 13 | $0 | $149,409 | $64,137 |
| FREDRICK WREN | TRUSTEE Trustee or director | 9 | $0 | $162,081 | $45,614 |
| NIKKI KATEMAN | TRUSTEE Trustee or director | 9 | $0 | $149,816 | $41,746 |
| LAURIE GREENSREIN | FUND EMPLOYEE Highest-paid employee | 40 | $149,791 | $0 | $29,700 |
| DEBRA NALBACH | FUND EMPLOYEE Highest-paid employee | 40 | $162,138 | $0 | $9,372 |
| MICHAEL VALENTI | FUND EMPLOYEE Highest-paid employee | 40 | $106,608 | $0 | $29,700 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN DURSO | TRUSTEE Trustee or director | 10 | $0 | $347,281 | $51,727 |
| JOSEPH FONTANO | TRUSTEE Trustee or director | 9 | $0 | $221,182 | $38,853 |
| NEIL GONZALVO | TRUSTEE Trustee or director | 9 | $0 | $209,732 | $38,887 |
| HAROLD MITTEL | CONTROLLER Officer | 10 | $0 | $191,886 | $51,053 |
| FREDRICK WREN | TRUSTEE Trustee or director | 9 | $0 | $146,385 | $23,753 |
| MICHAEL PASQUARETTA | TRUSTEE Trustee or director | 13 | $0 | $139,031 | $28,476 |
| NIKKI KATEMAN | TRUSTEE Trustee or director | 9 | $0 | $133,250 | $28,953 |
Address and contacts
- Address (IRS master file)
- 1505 KELLUM PL, MINEOLA, NY 11501-4811
- Principal officer (990 for 2024)
- JOHN R DURSO, 1505 KELLUM PLACE, MINEOLA, NY 11501
- Signed the 990
- JOHN R DURSO, CHAIRMAN
- Phone
- (516) 294-1338
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTIONS AND OTHER WELFARE BENEFITS.
Program accomplishments
- TO PROVIDE HOSPITAL, SURGICAL, MAJOR MEDICAL, PRESCRIPTIONS AND OTHER WELFARE BENEFITS.
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 | Not 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
- 13-2980858
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1978
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $43,157,337
- Income (IRS master file)
- $53,761,997
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $45,367,399 | $47,706,920 | $43,157,337 | XML |
| 990 | December 2023 | $41,514,409 | $45,983,716 | $44,408,603 | XML |
| 990 | December 2022 | $45,624,423 | $39,438,342 | $44,963,980 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | 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 13-2980858).
Questions about LOCAL 338 HEALTH AND WELFARE FUND
- What is the EIN of LOCAL 338 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of LOCAL 338 HEALTH AND WELFARE FUND is 13-2980858.
- Is LOCAL 338 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1978.
- Are donations to LOCAL 338 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 338 HEALTH AND WELFARE 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 LOCAL 338 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL 338 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of LOCAL 338 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 names JOHN R DURSO.
- Who are the officers and directors of LOCAL 338 HEALTH AND WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 10 people; 3 received compensation from the organization.
- How much revenue does LOCAL 338 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $45,367,399, expenses of $47,706,920 and total assets of $43,157,337 at year end.
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