Nonprofit · EIN 31-0557391
IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR
Tax-exempt · VANDALIA, OH 45377
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| January 31, 2025 | 990 | $78,677,331 | $67,917,871 | $10,759,460 | $62,381,418 | $1,351,561 | $61,029,857 |
| January 31, 2024 | 990 | $67,128,006 | $61,252,538 | $5,875,468 | $54,872,326 | $4,521,343 | $50,350,983 |
Financial details: 990 for the year ended January 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $76,538,004
- Investment income
- $2,139,327
- Net gain from sales of assets
- $630,991
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $63,320,602
- Compensation of officers, directors and key employees
- $221,461
- Other salaries and wages
- $648,608
- Salaries, compensation and benefits (total)
- $1,237,743
- Professional fundraising fees
- $0
- Legal fees
- $273,681
- Accounting fees
- $80,520
- Occupancy
- $196,997
- Depreciation
- $59,711
Balance sheet and other
- Total assets, start of year
- $54,872,326
- Total assets, end of year
- $62,381,418
- Total liabilities, end of year
- $1,351,561
- Net assets, end of year
- $61,029,857
- Land, buildings and equipment
- $321,204
- Publicly traded securities
- $36,246,335
- Gross unrelated business income
- $2,139,327
- Gross receipts
- $79,846,340
- Employees
- 13
- Volunteers
- 0
- Year formed
- 1952
- State of legal domicile
- OH
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 January 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PENNY BROWN | ADMINISTRATIVE MANAGER Officer | 40 | $191,011 | $30,450 |
| DAVID BAKER | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK BISHOP | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRIAN CARTER | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK E DOUGLAS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| RONALD FISHER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| ADAM FRUCHEY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT HERMESCH | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN HESFORD | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT MASSIE | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| RUSSELL MONTGOMERY | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT MULLETT | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| RODD SHIELDS | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES STILES | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| CLINTON SUGGS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOHN R WHITAKER | LABOR TRUSTEE Trustee or director | 2 | $0 |
| BRADLEY WINANS | LABOR TRUSTEE Trustee or director | 2 | $0 |
| ROBERT KARA | LABOR TRUSTEE (CO-CHAIR) Trustee or director, Officer | 2 | $0 |
| CRAIG WANNER | EMPLOYER TRUSTEE (CO-CHAIR) Trustee or director, Officer | 2 | $0 |
990 for the year ended January 31, 2024: 19 people
| Name | Title | Hours / week | Compensation | Other / benefits |
|---|---|---|---|---|
| PENNY BROWN | ADMINISTRATIVE MANAGER Officer | 40 | $170,128 | $35,993 |
| DAVID BAKER | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK BISHOP | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| MARK E DOUGLAS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| RONALD FISHER | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT FRUCHEY | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT HERMESCH | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN HESFORD | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| JEFFREY KING | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| SCOTT MASSIE | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| RUSSELL MONTGOMERY | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT MULLETT | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| RODD SHIELDS | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| JAMES STILES | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| CLINTON SUGGS | EMPLOYER TRUSTEE Trustee or director | 2 | $0 | $0 |
| JOHN R WHITAKER | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| BRADLEY WINANS | LABOR TRUSTEE Trustee or director | 2 | $0 | $0 |
| ROBERT KARA | LABOR TRUSTEE (CO-CHAIR) Trustee or director, Officer | 2 | $0 | $0 |
| CRAIG WANNER | EMPLOYER TRUSTEE (CO-CHAIR Trustee or director, Officer | 2 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 1470 WORLDWIDE PL, VANDALIA, OH 45377-1156
- Principal officer (990 for 2024)
- PENNY BROWN, 1470 WORLDWIDE PLACE, VANDALIA, OH 45377
- Signed the 990
- PENNY BROWN, ADMINISTRATIVE MANAGER
- Phone
- (937) 454-1744
- Return prepared by
- CLARK SCHAEFER HACKETT & CO
Mission
TO PROVIDE HEALTH, DENTAL, VISION, AND DISABILITY BENEFITS TO PARTICIPANTS, DEPENDANTS, AND RETIREES
Program accomplishments
- TO PROVIDE FOR THE HEALTH, DENTAL, VISION, AND DISABILITY AND DEATH BENEFIT NEEDS OF THE PARTICIPANTS, DEPENDANTS, AND RETIREES OF THE IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OHIO AND VICINITY
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 January, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | January 31, 2026 | June 15, 2026 | Not on file |
| 2024 | January 31, 2025 | June 16, 2025 | 990 on file |
| 2023 | January 31, 2024 | June 17, 2024 | 990 on file |
IRS record
- EIN
- 31-0557391
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- January
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $62,381,418
- Income (IRS master file)
- $79,846,340
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | January 2025 | $78,677,331 | $67,917,871 | $62,381,418 | XML |
| 990 | January 2024 | $67,128,006 | $61,252,538 | $54,872,326 | XML |
| 990 | January 2023 | $62,375,910 | $60,349,805 | $44,546,470 | IRS |
| 990 | January 2022 | – | – | – | IRS |
| 990 | January 2021 | – | – | – | IRS |
| 990 | January 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 31-0557391).
Questions about IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR
- What is the EIN of IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR?
- The employer identification number (EIN) of IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR is 31-0557391.
- Is IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR 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 IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR due?
- The return for tax year 2025 (the year ending January 31, 2026) is due June 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended January 2025.
- Who is the principal officer of IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR?
- The 990 for the year ended January 31, 2025 names PENNY BROWN.
- Who are the officers and directors of IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR?
- The 990 for the year ended January 31, 2025 lists 19 people; 1 received compensation from the organization, the highest $191,011 (PENNY BROWN, ADMINISTRATIVE MANAGER).
- How much revenue does IRON WORKERS DISTRICT COUNCIL OF SOUTHERN OH & VICINITY WELFARE TR have?
- On its 990 for the year ended January 31, 2025 it reported revenue of $78,677,331, expenses of $67,917,871 and total assets of $62,381,418 at year end.
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