International Union Of Operating Engineers Welfare Fund Local 295

International Union Of Operating Engineers Welfare Fund Local 295 shows long-term asset growth despite a recent deficit in 2023.

EIN: 111964991 · Maspeth, NY · Updated: 2026-03-28

$15.6MRevenue
$11.3MGross Revenue
$15.0MAssets
85/100Mission Score (Excellent)
International Union Of Operating Engineers Welfare Fund Local 295 Financial Summary
MetricValue
Total Revenue$15.6M
Total Expenses$10.4M
Program Spending90%
Net Assets$18.5M
Transparency Score85/100

Is International Union Of Operating Engineers Welfare Fund Local 295 Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
1 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

International Union Of Operating Engineers Welfare Fund Local 295 directs 90% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About International Union Of Operating Engineers Welfare Fund Local 295

International Union Of Operating Engineers Welfare Fund Local 295 (EIN: 111964991) is a nonprofit organization based in Maspeth, NY. The organization reported total revenue of $15.6M and total assets of $15.0M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of International Union Of Operating Engineers Welfare Fund Local 295's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

65Years Operating
LargeSize Classification
12Years of Filings
MixedRevenue Trajectory

International Union Of Operating Engineers Welfare Fund Local 295 is a large nonprofit that has been operating for 65 years, with 12 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 3.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$9.1M
Total Expenses$10.4M
Surplus / Deficit$-1,249,553
Total Assets$18.6M
Total Liabilities$79K
Net Assets$18.5M
Operating Margin-13.7%
Debt-to-Asset Ratio0.4%
Months of Reserves21.5 months

Financial Health Grade: B

In 2023, International Union Of Operating Engineers Welfare Fund Local 295 reported a deficit of $1.2M with expenses exceeding revenue, holds 21.5 months of operating reserves (strong position), has a debt-to-asset ratio of 0.4% (very low leverage).

Financial Trends

Over 12 years of filings (2011–2023), International Union Of Operating Engineers Welfare Fund Local 295's revenue has grown at a compound annual growth rate (CAGR) of 3.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+16.2%+50.5%-0.8%
2022-13.4%-28.3%-5.0%
2021-1.1%+40.8%+9.2%
2019-3.7%-8.9%+21.1%
2018+4.7%+9.6%+12.5%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1961

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The International Union Of Operating Engineers Welfare Fund Local 295 demonstrates consistent financial activity, with revenues generally exceeding expenses in most reported periods, indicating a stable operational model. For instance, in 2022, revenue was $7,839,298 against expenses of $6,881,667. However, the most recent filing for 2023 shows expenses of $10,359,601 exceeding revenue of $9,110,048, resulting in a deficit for that year. The organization's assets have shown growth over the long term, from $6,377,790 in 2013 to $18,569,145 in 2023, suggesting sound asset management despite the recent deficit. Liabilities have remained relatively low compared to assets, indicating a healthy balance sheet. The organization's financial transparency appears strong, with consistent IRS 990 filings over many years. A notable aspect is the consistent reporting of 0% officer compensation across all available filings, which suggests that executive leadership is not drawing salaries from the fund, or at least not in a way that is reported as officer compensation on the 990 form. This practice, if accurate, could be seen as a positive indicator of resource allocation directly to the fund's purpose. However, without a detailed breakdown of program, administrative, and fundraising expenses, it's challenging to fully assess spending efficiency. Overall, the fund appears to be financially stable with a long history of operations. The recent deficit in 2023 warrants attention, but the overall trend of asset growth and low liabilities is positive. The lack of reported officer compensation is a significant point for transparency and efficiency, though further detail on expense categories would enhance a complete understanding of spending efficiency.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates International Union Of Operating Engineers Welfare Fund Local 295 with a Mission Score of 85 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

According to IRS 990 filings, International Union Of Operating Engineers Welfare Fund Local 295 allocates its expenses as follows: admin: 10%, programs: 90%, fundraising: 0%. With 90% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$9.1MTotal Revenue
$10.4MTotal Expenses
$18.6MTotal Assets
$79KTotal Liabilities
$18.5MNet Assets

Executive Compensation Analysis

Executive compensation is consistently reported as 0% across all available IRS 990 filings, indicating that officers are not compensated directly from the fund, which is a highly unusual and positive sign for resource allocation.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of International Union Of Operating Engineers Welfare Fund Local 295's IRS 990 filings:

Strengths

The following positive indicators were identified for International Union Of Operating Engineers Welfare Fund Local 295:

Frequently Asked Questions about International Union Of Operating Engineers Welfare Fund Local 295

Is International Union Of Operating Engineers Welfare Fund Local 295 a legitimate charity?

Based on AI analysis of IRS 990 filings, International Union Of Operating Engineers Welfare Fund Local 295 (EIN: 111964991) some concerns. Mission Score: 85/100. 1 red flag identified, 4 strengths noted.

How does International Union Of Operating Engineers Welfare Fund Local 295 spend its money?

International Union Of Operating Engineers Welfare Fund Local 295 directs 90% of its spending to programs and services. The remaining budget covers administration and fundraising costs.

Are donations to International Union Of Operating Engineers Welfare Fund Local 295 tax-deductible?

International Union Of Operating Engineers Welfare Fund Local 295 is registered as a tax-exempt nonprofit (EIN: 111964991). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is International Union Of Operating Engineers Welfare Fund Local 295 located?

International Union Of Operating Engineers Welfare Fund Local 295 is headquartered in Maspeth, New York and files with the IRS under EIN 111964991.

How many years of IRS 990 filings does International Union Of Operating Engineers Welfare Fund Local 295 have?

International Union Of Operating Engineers Welfare Fund Local 295 has 12 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $15.6M in total revenue.

Is International Union Of Operating Engineers Welfare Fund Local 295 a good charity?

Based on the available data, the fund appears to be financially stable with a history of asset growth and low liabilities. The consistent reporting of 0% officer compensation is a strong positive indicator of efficient resource allocation. However, without detailed expense breakdowns beyond what is typically available in summary 990 data, a full assessment of 'goodness' is limited to financial health and transparency.

Why did expenses exceed revenue in 2023?

In 2023, the fund reported expenses of $10,359,601 against revenues of $9,110,048, resulting in a deficit. The specific reasons for this increase in expenses or decrease in revenue are not detailed in the summary data provided, but it represents a departure from the trend of revenue exceeding expenses in most prior years.

How has the fund's asset base changed over time?

The fund's assets have shown significant growth over the past decade, increasing from $6,377,790 in 2013 to $18,569,145 in 2023, indicating strong financial management and accumulation of resources.

Filing History

IRS 990 filing history for International Union Of Operating Engineers Welfare Fund Local 295 showing financial trends over 12 years of public records:

Over 12 years of IRS 990 filings (2011–2023), International Union Of Operating Engineers Welfare Fund Local 295's revenue has grown by 56.4%, moving from $5.8M to $9.1M. Total assets increased by 255.2% over the same period, from $5.2M to $18.6M. Total functional expenses rose by 80.7%, from $5.7M to $10.4M. In its most recent filing year (2023), International Union Of Operating Engineers Welfare Fund Local 295 reported a deficit of $1.2M, with expenses exceeding revenue. The organization holds $79K in liabilities against $18.6M in assets (debt-to-asset ratio: 0.4%), resulting in net assets of $18.5M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $9.1M $10.4M $18.6M $79K View 990
2022 $7.8M $6.9M $18.7M $29K View 990
2021 $9.0M $9.6M $19.7M $33K View 990
2019 $9.2M $6.8M $18.0M $35K View 990
2018 $9.5M $7.5M $14.9M $53K View 990
2017 $9.1M $6.8M $13.2M $40K View 990
2016 $7.9M $6.2M $10.8M $20K View 990
2015 $8.1M $6.5M $9.0M $75K View 990
2014 $7.9M $6.5M $7.4M $575K View 990
2013 $6.8M $6.3M $6.4M $832K View 990
2012 $5.9M $5.8M $5.6M $841K View 990
2011 $5.8M $5.7M $5.2M $744K View 990

Year-by-Year Financial Summary

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for International Union Of Operating Engineers Welfare Fund Local 295:

2023 Filing 2022 Filing 2021 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for International Union Of Operating Engineers Welfare Fund Local 295 is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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