Iuoe Local 30 Benefits Fund
501(c)(9)
Only null% goes to programs Strong reserves Growing revenue
Iuoe Local 30 Benefits Fund is a 501(c)(9) organization based in Whitestone, New York, registered in 1956, with $97,342,981 in FY2024 revenue. CharityIndex grades it A.
1616 Whitestone Expy, Whitestone, NY, 11357 EIN 13-2873303 Since 1956
Revenue (FY2024)
$97.3M
▲ 18.4% vs prior year
Expenses (FY2024)
$102.6M
Net assets
$108.4M
Employees
17
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
—Program efficiency40% of the ratingNo expense breakdown in filings
Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for Iuoe Local 30 Benefits Fund— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
B+Financial health25% of the rating13 mo reserves · -5% margin
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For Iuoe Local 30 Benefits Fund: 13 mo reserves · -5% margin earns a B+ on this criterion. See the exact thresholds →
A+Governance25% of the rating6 of 6 checks met
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. For Iuoe Local 30 Benefits Fund: 6 of 6 checks met earns a A+ on this criterion. See the exact thresholds →
BTransparency10% of the rating3 of 5 disclosure signals
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For Iuoe Local 30 Benefits Fund: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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A live seal — it updates automatically when the grade changes and links donors to this verified profile.
Mission
To provide medical benefits, second opinions, dental,hypertension, annual physicals, optical benefits, prescription drugs, accidental death & dismemberment, hospital & surgical benefits to eligible participants and their dependents.
Contact & location
- Address
- 1616 Whitestone Expy, Whitestone, NY, 11357
- City
- Whitestone
- State
- New York
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $44.8M (FY2013) to $97.3M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $756KNet assets $108.4M
Operating margin
-5.4%
Spent more than it raised in the latest fiscal year.
Total assets
$109.2M
Total liabilities
$756K
Net assets
$108.4M
Salaries & benefits
$930K
1% of expenses
Board members
10
5 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $97,342,981▲18.4% | $102,553,719▲28.5% | $108,395,328▼5.8% | $109,151,058▼5.9% | 990 |
| 2023 | $82,226,265▲1.9% | $79,798,947▼9.8% | $115,113,409▲9.9% | $116,014,132▲10.5% | 990 |
| 2022 | $80,705,152▲6.5% | $88,493,059▲21.2% | $104,759,584▼23.3% | $105,021,816▼23.5% | 990 |
| 2021 | $75,805,086▲17.5% | $73,024,439▲26.8% | $136,646,702▲9.1% | $137,370,493▲8.5% | 990 |
| 2020 | $64,505,840▲0.3% | $57,578,672▼9.5% | $125,222,631▲15.0% | $126,621,202▲14.4% | 990 |
| 2019 | $64,320,821▲5.8% | $63,604,630▼2.0% | $108,928,492▲15.9% | $110,682,038▲13.9% | 990 |
| 2018 | $60,781,778▲13.2% | $64,897,761▲26.4% | $93,985,851▼8.9% | $97,174,911▼7.4% | 990 |
| 2017 | $53,687,340▲5.3% | $51,325,106▲6.0% | $103,145,319▲11.8% | $104,953,046▲12.5% | 990 |
| 2016 | $50,998,684▲0.5% | $48,432,709▲13.9% | $92,281,275▲6.4% | $93,261,622▲7.1% | 990 |
| 2015 | $50,747,674▲5.9% | $42,509,510▲8.9% | $86,734,441▲9.9% | $87,106,898▲8.9% | 990 |
| 2014 | $47,907,935▲6.8% | $39,032,422▲6.7% | $78,926,903▲17.4% | $80,005,129▲15.0% | 990 |
| 2013 | $44,845,293 | $36,594,466▲20.6% | $67,230,391▲19.6% | $69,565,450▲16.5% | 990 |
| 2012 | — | $30,341,986▼10.3% | $56,229,435▲22.5% | $59,704,176▲26.2% | 990 |
| 2011 | — | $33,839,000▲11.1% | $45,913,268▲13.2% | $47,315,020▲3.8% | 990 |
| 2010 | — | $30,467,524 | $40,568,781 | $45,590,657 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
Leadership & compensation (FY2024)
Highest-paid: Donna Owens — $128,558 (0.13% of total expenses)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Donna Owens | Benefits Fund Coordinator | 14 | $128,558 |
| Darren Turton | Fund Administrator | 10 | $94,664 |
| Brigid Ahern | Benefits Employee | 40 | $45,632 |
| Colleen Brindisi | Benefits Employee | 1 | $7,476 |
| Arthur J Nittolo | Benefits Employee | 1 | — |
| Christopher Dileone | Employer Trustee | 1 | — |
| Dana Sanders | Union Trustee | 1 | — |
| Frank Gibbons | Employer Trustee | 1 | — |
| Fred Surace | Employer Trustee | 1 | — |
| Howard Fox | Employer Trustee | 1 | — |
| John Culkin | Employer Trustee | 1 | — |
| Kevin Cruse | Union Trustee | 1 | — |
| Robert Moccio | Union Trustee | 1 | — |
| Robert Wilson | Union Trustee | 1 | — |
| William Lynn | Union Trustee - Chairman | 1 | — |
| Yusuf Carter | Benefits Employee | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| Optumrx Inc | Claims Processing | $17,764,758 |
| Anthem Blue Cross | Claims Administration | $1,773,290 |
| Comprehensive Professional Systems Inc | Claims Processing | $382,451 |
| The Optimumu LLC | Claims Processing | $170,000 |
| Marshall & Moss Payroll Compliance Servi | Accounting | $145,834 |
Frequently asked questions
- Is Iuoe Local 30 Benefits Fund a legitimate nonprofit?
- Yes. Iuoe Local 30 Benefits Fund is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 13-2873303, based in Whitestone, New York.
- What is Iuoe Local 30 Benefits Fund's EIN?
- Iuoe Local 30 Benefits Fund's Employer Identification Number (EIN) is 13-2873303.
- How much revenue does Iuoe Local 30 Benefits Fund report?
- Iuoe Local 30 Benefits Fund reported $97,342,981 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Iuoe Local 30 Benefits Fund have?
- CharityIndex grades Iuoe Local 30 Benefits Fund A, based on financial health (reserves and operating margin).
- How much does Iuoe Local 30 Benefits Fund's highest-paid employee make?
- The highest reported compensation on Iuoe Local 30 Benefits Fund's latest Form 990 is $128,558, paid to Donna Owens (Benefits Fund Coordinator).
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Data for Iuoe Local 30 Benefits Fund (EIN 13-2873303) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.