Form 990 for tax year 2023
Filed by INDIANHEAD NECA-IBEW LOCAL 14 WELFARE FUND.
Totals
- Total revenue
- $617,315
- Total expenses
- $362,716
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $569,629
- Investment income
- $47,686
- Other revenue
- $0
- Total assets, end of year
- $1,585,052
- Total liabilities, end of year
- $6,900
- Net assets or fund balances, end of year
- $1,578,152
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: MEMBERSHIP DUES
total $569,629 · related or exempt $569,629
-
3 · Investment income
total $54,753 · excluded $54,753
-
7a · Gross sales of assets other than inventory
securities $912,444
-
7b · Less cost or other basis and sales expenses
securities $919,511
-
7c · Gain or loss
securities -$7,067
-
7d · Net gain or loss
total -$7,067 · related or exempt -$7,067
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $342,600
-
11b · Fees: legal
total $4,053
-
11c · Fees: accounting
total $6,900
-
12 · Advertising and promotion
total $2,066
-
13 · Office expenses
total $4,146
-
23 · Insurance
total $2,951
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $59,913 · end of year $115,709
-
2 · Savings and temporary cash investments
beginning of year $20,657 · end of year $6,056
-
4 · Accounts receivable
beginning of year $90,405 · end of year $97,845
-
9 · Prepaid expenses and deferred charges
beginning of year $31,600 · end of year $30,800
-
11 · Investments: publicly traded securities
beginning of year $1,112,828 · end of year $1,334,642
-
17 · Accounts payable and accrued expenses
beginning of year $5,640 · end of year $6,900
-
31 · Retained earnings, endowment or other funds
beginning of year $1,309,763 · end of year $1,578,152
Mission and programs · 2023
Mission
TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ITS RETIRED MEMBERS.
-
TO PROVIDE SUPPLEMENTAL HEALTH AND WELFARE BENEFITS TO ITS RETIRED MEMBERS.
As filed on the 2023 return.
Listed in Part VII
-
Daniel CurranDANIEL CURRAN
UNION TRUSTE
- Total calculated
- $0
- Hours/week
- 0.1
-
Brent McIlquhamBRENT MCILQUHAM
UNION TRUSTE
- Total calculated
- $0
- Hours/week
- 0.1
-
Thomas BoweTHOMAS BOWE
UNION TRUSTE
- Total calculated
- $0
- Hours/week
- 0.1
-
Jon ChermackJON CHERMACK
UNION TRUSTE
- Total calculated
- $0
- Hours/week
- 0.1
-
Al BlahaAL BLAHA
EMPLOYER TRU
- Total calculated
- $0
- Hours/week
- 0.1
-
Mike BerghMIKE BERGH
EMPLOYER TRU
- Total calculated
- $0
- Hours/week
- 0.1
-
Kevin BlahaKEVIN BLAHA
EMPLOYER TRU
- Total calculated
- $0
- Hours/week
- 0.1
-
Darren JohnsonDARREN JOHNSON
EMPLOYER TRU
- Total calculated
- $0
- Hours/week
- 0.1
-
Jackie StatzJACKIE STATZ
EMPLOYER TRU
- Total calculated
- $0
- Hours/week
- 0.1
-
John GerlachJOHN GERLACH
EMPLOYER TRU
- Total calculated
- $0
- Hours/week
- 0.1
-
Daniel GundersonDANIEL GUNDERSON
UN TRUSTEE A
- Total calculated
- $0
- Hours/week
- 0.1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS - LOCAL 14
501 C5 · PART VII · WI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 26 August 2024
- IRS schema version
- 2023v5.0
- Source object
- 202442549349300419
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