Nonprofit · EIN 23-6033399
OPERATING ENGINEERS LOCAL 825 SUB FUND
Tax-exempt · SPRINGFIELD, NJ 07081
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $10,564,099 | $7,731,181 | $2,832,918 | $92,999,220 | $454,783 | $92,544,437 |
| June 30, 2024 | 990 | $10,008,065 | $7,390,485 | $2,617,580 | $88,699,227 | $271,872 | $88,427,355 |
| June 30, 2023 | 990 | $8,343,668 | $6,334,885 | $2,008,783 | $85,642,790 | $371,668 | $85,271,122 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $6,442,860
- Investment income
- $4,093,759
- Net gain from sales of assets
- $818,927
- Other revenue
- $27,480
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,053,725
- Other salaries and wages
- $125,907
- Salaries, compensation and benefits (total)
- $194,696
- Professional fundraising fees
- $0
- Legal fees
- $33,126
- Accounting fees
- $34,354
- Occupancy
- $6,848
- Travel
- $51
- Depreciation
- $5,853
Balance sheet and other
- Total assets, start of year
- $88,699,227
- Total assets, end of year
- $92,999,220
- Total liabilities, end of year
- $454,783
- Net assets, end of year
- $92,544,437
- Publicly traded securities
- $68,089,253
- Gross receipts
- $33,130,241
- Employees
- 1,817
- Volunteers
- 8
- Year formed
- 1968
- State of legal domicile
- NJ
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 |
|---|---|---|---|---|---|
| SUSAN SONNTAG | DIRECTOR ACCOUNTING & FINA Officer | 1 | $0 | $192,026 | $61,973 |
| SHERRY VISO | ADMINISTRATOR Officer | 1 | $0 | $170,018 | $59,706 |
| CHRISTOPHER SCHIAVINO | SENIOR INFRASTRUCTURE ENGI Highest-paid employee | 1 | $0 | $166,164 | $59,377 |
| MICHAEL DALEO | SENIOR SOFTWARE ENGINEER Highest-paid employee | 1 | $0 | $159,547 | $58,781 |
| CHRISTINE MEDICH | ADMINISTRATOR Former | 1 | $0 | $154,511 | $58,695 |
| ERIC TORBIC | DIRECTOR COLLECTIONS & AUD Highest-paid employee | 1 | $0 | $150,434 | $57,887 |
| PATRICE CLARKE | AUDITS MANAGER Highest-paid employee | 1 | $0 | $137,375 | $56,646 |
| JACK KOCSIS JR | CO-CHAIRMAN - EMPLOYER TRU Trustee or director | 1 | $0 | $0 | $0 |
| DAVID MURAWSKI | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR CORWIN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRIS VOLLERS | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY LALEVEE | CHAIRMAN - UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH GRACE JR | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEX KOLBASOWSKI | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN WOOD | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
1 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| BRENDAN MANNING | EMPLOYER TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTINE MEDICH | ADMINISTRATOR Officer | 1 | $0 | $253,949 | $65,425 |
| SUSAN SONNTAG | DIRECTOR ACCOUNTING & FINANCE Officer | 1 | $0 | $182,979 | $59,400 |
| CHRISTOPHER SCHIAVINO | SENIOR INFRASTRUCTURE ENGINEER Highest-paid employee | 1 | $0 | $147,891 | $56,010 |
| MICHAEL DALEO | SENIOR SOFTWARE ENGINEER Highest-paid employee | 1 | $0 | $147,325 | $55,959 |
| ERIC TORBIC | DIRECTOR COLLECTIONS & AUDITS Highest-paid employee | 1 | $0 | $146,339 | $55,832 |
| PATRICE CLARKE | AUDITS MANAGER Highest-paid employee | 1 | $0 | $132,842 | $54,502 |
| ROSS J PEPE | CO-CHAIRMAN - EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID MURAWSKI | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR CORWIN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JACK KOCSIS JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY LALEVEE | CHAIRMAN - UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH GRACE JR | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEX KOLBASOWSKI | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN WOOD | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 14 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| CHRISTINE MEDICH | ADMINISTRATOR Officer | 1 | $0 | $242,908 | $62,998 |
| SUSAN SONNTAG | MANAGER, ACCOUNTING Highest-paid employee | 1 | $0 | $140,029 | $53,548 |
| MIKE DALEO | SENIOR SOFTWARE ENGINEER Highest-paid employee | 1 | $0 | $132,204 | $52,878 |
| PATRICE CLARKE | MANAGER, AUDITS Highest-paid employee | 1 | $0 | $125,315 | $52,193 |
| THERESE EDWARDS | MANAGER, CONTRIBUTIONS/COLLECTIONS Highest-paid employee | 1 | $0 | $117,327 | $51,162 |
| MICHAEL LEONETTI | SENIOR SOFTWARE ENGINEER Highest-paid employee | 1 | $0 | $110,941 | $50,885 |
| GREGORY LALEVEE | UNION TRUSTEE, CO-CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH GRACE JR | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEX KOLBASOWSKI | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN WOOD | UNION TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVID MURAWSKI | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ARTHUR CORWIN | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JACK KOCSIS JR | EMPLOYER TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROSS J PEPE | EMPLOYER TRUSTEE, CO-CHAIR Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 65 SPRINGFIELD AVE, SPRINGFIELD, NJ 07081-1308
- In care of
- % MAUREEN SMITH
- Principal officer (990 for 2024)
- SHERRY VISO, 65 SPRINGFIELD AVENUE, SPRINGFIELD, NJ 07081
- Signed the 990
- SHERRY VISO, FUND ADMINISTRATOR
- Phone
- (973) 921-1661
- Return prepared by
- CALIBRE CPA GROUP PLLC
Mission
TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO MEMBERS
Program accomplishments
- PROVIDED SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS.
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
- 23-6033399
- Tax-exempt status
- 501(c)(17): Supplemental unemployment benefit trust
- Donations deductible
- No
- Exempt since
- 1968
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $92,999,220
- Income (IRS master file)
- $33,130,241
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $10,564,099 | $7,731,181 | $92,999,220 | IRS |
| 990 | June 2024 | $10,008,065 | $7,390,485 | $88,699,227 | IRS |
| 990 | June 2023 | $8,343,668 | $6,334,885 | $85,642,790 | XML |
| 990 | June 2022 | $12,975,887 | $6,756,601 | $83,660,847 | 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 23-6033399).
Questions about OPERATING ENGINEERS LOCAL 825 SUB FUND
- What is the EIN of OPERATING ENGINEERS LOCAL 825 SUB FUND?
- The employer identification number (EIN) of OPERATING ENGINEERS LOCAL 825 SUB FUND is 23-6033399.
- Is OPERATING ENGINEERS LOCAL 825 SUB FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(17) since 1968.
- Are donations to OPERATING ENGINEERS LOCAL 825 SUB FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does OPERATING ENGINEERS LOCAL 825 SUB 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 OPERATING ENGINEERS LOCAL 825 SUB FUND 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 OPERATING ENGINEERS LOCAL 825 SUB FUND 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 OPERATING ENGINEERS LOCAL 825 SUB FUND?
- The 990 for the year ended June 30, 2025 names SHERRY VISO.
- Who are the officers and directors of OPERATING ENGINEERS LOCAL 825 SUB FUND?
- The 990 for the year ended June 30, 2025 lists 16 people; 0 received compensation from the organization.
- How much revenue does OPERATING ENGINEERS LOCAL 825 SUB FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $10,564,099, expenses of $7,731,181 and total assets of $92,999,220 at year end.
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