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Nonprofiteer
← IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR

Form 990 for tax year 2023

Filed by IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR.

Totals

Total revenue
$71,049,125
Total expenses
$75,667,725
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$68,839,110
Investment income
$2,182,630
Other revenue
$27,385
Total assets, end of year
$77,985,735
Total liabilities, end of year
$39,873,098
Net assets or fund balances, end of year
$38,112,637
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: EMPLOYER CONTRIBUTIONS

    total $68,424,562 · related or exempt $68,424,562 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: PARTICIPANTS' SELF-PAYMENTS

    total $414,548 · related or exempt $414,548 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,809,672 · excluded $2,809,672

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $3,024,190

  • 7b · Less cost or other basis and sales expenses

    securities $3,651,232

  • 7c · Gain or loss

    securities -$627,042

  • 7d · Net gain or loss

    total -$627,042 · excluded -$627,042

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: LIQUIDATED DAMAGES

    total $27,385 · related or exempt $27,385 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $27,385

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $73,644,011

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $1,151,451

  • 11b · Fees: legal

    total $72,000

  • 11c · Fees: accounting

    total $180,880

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $80,153

  • 11g · Fees: other

    total $93,711

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $179,779

  • 14 · Information technology

    total $87,561

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $2,624

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $38,163

  • 24a · Other expenses: VISION ADMINISTRATIVE FEES

    total $38,376

  • 24b · Other expenses: COST CONTAINMENT FEES

    total $22,903

  • 24c · Other expenses: MEDICAL ADMINISTRATION FEES

    total $45,980

  • 24d · Other expenses: ALL OTHER EXPENSE

    total $30,133

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $8,871,138 · end of year $1,581,273

  • 2 · Savings and temporary cash investments

    beginning of year $1,917,709 · end of year $5,057,496

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $5,788,636 · end of year $6,133,301

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $0 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $44,963,407 · end of year $50,106,181

  • 12 · Investments: other securities

    beginning of year $14,053,978 · end of year $15,085,552

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $21,539 · end of year $21,932

  • 17 · Accounts payable and accrued expenses

    beginning of year $169,464 · end of year $365,574

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $36,767,759 · end of year $39,507,524

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $38,679,184 · end of year $38,112,637

Mission and programs · 2023

Mission

A HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • A HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • Javier Casillas

    LABOR TRUSTEE

    Total calculated
    $371,283
    From this org
    $0
    From related orgs
    $248,635
    Other
    $122,648
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $248,635 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $79,776 related
    Nontaxable benefits
    $0 + $42,872 related
    Filer's total
    $0 + $371,283 related

  • Doug Lung

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Herb Watts

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • William Kuhr

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chuck Vella

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Shane Stoltenberg

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

  • NCECI

  • KAISER FOUNDCONSTRUCTION

  • ELECTRICAL JATC

  • IBEW LOCAL 332

  • NO CA & NO NEV S&C JATC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • Access Communications Inc

  • Advance Communications & Consulting Inc

  • AECO Systems Inc

  • All Systems Global

  • American Eagle Systems Inc

  • Arktos Incorporated

  • Aspen Fire Alarm & Security Inc

  • Baker Electric & Renewables LLC

  • Banister Electrical Inc

  • Bauer Cabling Solutions Inc

  • Baxter Electric Inc

  • Bear Electrical Solutions Inc

  • Bedard Controls Inc

  • BEI Construction Inc

  • Birdi Constructors Inc

  • Blue Arc Electric INC

  • Bockmon & Woody Electric Co Inc

  • Boyett Construction Inc

  • Brayer Electric Company

  • Building Electronic Controls Inc

  • CH Reynolds Electric Inc

  • Cal Communication Service Inc

  • CalData Communications

  • Cal-Networks Inc

  • CalTek Communications North

  • Capitol Communications Inc

  • CBF Inc

  • Central California Electronics Inc

  • Central Coast Systems Inc

  • Coda Technology Group

  • Code Red Communications Inc

  • Commercial Controls

  • Communication Technology Services

  • Comtel Systems Technology Inc

  • Conti LLC

  • Contra Costa Electric Inc

  • Cosco Fire Protection - Fire Call Cosco

  • Crockett Electric Co

  • Crosstown Electrical & Data Inc

  • CSI Electrical Contractors Inc

  • Cupertino Electric

  • Dan Davis Communications

  • Data Kable Technology Inc

  • Dawson Electric Inc

  • Decker Electric Co Inc

  • Decker Electric Inc

  • Deco Tech Systems

  • Delaney Telecom dba Black Box Network Se

  • Digital Design Communications

  • DigiTech Integration Inc

  • EKC Enterprises Inc

  • Electronic Technologies Company Inc

  • Elite Fiber Optics LLC

  • Epico Systems Inc

  • FE Controls Corporation

  • Fire Detection Unlimited Inc

  • FIRE SYSTEM SOLUTIONS INC

  • Forward Sound Communications LLC

  • GC Security Design Inc

  • HA Bowen Electric Inc

  • ICS - Integrated Communication System

  • IBEW LOCAL 332

  • IDEX GLOBAL SERVICES INC

  • IDT Telecom Data Inc

  • IMG TECHNOLOGIES

  • Industrial Electronic Systems Inc

  • Integrated Security Controls Inc

  • Integrity Data & Fiber Inc

  • Intrepid Electronic Systems Inc

  • Isetta Data & Commmunications Inc

  • Joe Lunardi Electric

  • Kaiser Permanente

  • Kimberlite Corporation dba Sonitrol Secu

  • KLA Laboratories Inc

  • Lightning Electric

  • Lloyd F McKinney Associates Inc

  • LPC Automation Inc

  • Lynch Electric & Sons Inc

  • Magnetarus inc

  • McClure Electric Inc

  • McMillan Data Communications Inc

  • McMillan Electric Co Inc

  • McMillan Security Systems Inc

  • Metropolitan Electrical Construction Inc

  • MIKE BROWN ELECTRIC CO

  • Muzak LLC

  • MYR Group-Sturgeon Electric Ca LLC

  • Netronix Integration Inc

  • Newtron LLC - Ca Only

  • Northern California Sound & Communicatio

  • OR Enterprises Inc

  • OEG Inc

  • Oxford Fire Inc

  • PAC Integrations Inc

  • Paganini Communications Inc

  • Parsons Electric

  • PCD

  • Phulogic LLC

  • PMN Design Electric Inc

  • Point 1 Electrical Systems Inc

  • Power Telecomm & Security Inc

  • Prime Electric

  • Professional Telecommunications Services

  • Quality Sound

  • Radonich Corp dba Cal Coast Telecom

  • Ray Scheidts Electric

  • Red Top Electric Co Emeryville Inc

  • Red Wave Comm Inc

  • REDWOOD ELECTRIC GROUP INC

  • Rosendin Electric

  • RTS Systems & Design

  • SASCO Payroll

  • Schetter Electric LLC

  • Scott Controls Incorporated

  • Securecom Inc

  • Security Integrators

  • Sequoyah Electric LLC

  • Sigal Utility Services Inc

  • Signal Perfection Ltd

  • Signawest Systems Inc

  • Sound and Signal Inc

  • Sprig Electric

  • Status Electrical Corporation

  • Structure Net

  • Sunflower Electric

  • Superior Electric Inc

  • Systems Electric

  • T & B Communications Inc

  • T & R Communications Inc

  • T and D Communications Inc

  • Tactical Media Integration Inc

  • Taft Electric Company

  • Tel Star Inc DBA Tel Con Communication

  • Tennyson Electric Inc

  • Tulum Innovative Engineering Inc DBA

  • US Electric Technologies Inc

  • Valley Communications INC

  • VisionComm

  • W Bradley Electric #2

  • WALKER TELECOMM INC

  • WATT ELECTRIC INC

  • West Coast DataCom Inc

  • West-Com and TV INC

  • WilCom Inc

  • William D White Co Inc

  • WPCS International - Suisun City Inc

  • XL Communications

  • Young Electric

Provenance

Return type
form_990
Tax year
2023
Filed
10 November 2024
IRS schema version
2023v5.1
Source object
202433179349308983

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