Form 990 for tax year 2022
Filed by INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 104 FUND.
Totals
- Total revenue
- $148,489
- Total expenses
- $116,879
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $145,984
- Investment income
- $2,505
- Other revenue
- $0
- Total assets, end of year
- $356,173
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $356,173
- Program services expenses (Part IX)
- $116,879
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $116,879
Program services were 100.0% 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 $145,984 · related or exempt $145,984
-
3 · Investment income
total $8,070 · excluded $8,070
-
7a · Gross sales of assets other than inventory
securities $92,488
-
7b · Less cost or other basis and sales expenses
securities $98,053
-
7c · Gain or loss
securities -$5,565
-
7d · Net gain or loss
total -$5,565 · excluded -$5,565
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $114,155 · program services $114,155
-
11f · Fees: investment management
total $2,473 · program services $2,473
-
13 · Office expenses
total $251 · program services $251
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $47,093 · end of year $100,577
-
11 · Investments: publicly traded securities
beginning of year $298,376 · end of year $255,596
-
27 · Net assets without donor restrictions
beginning of year $345,469 · end of year $356,173
Mission and programs · 2022
Mission
TO MAKE FINANCIAL GRANTS TO INDIVIDUAL MEMBERS OF THE IBEW LOCAL 104 UNION AND THEIR FAMILIES FOR THE HEALTH, EDUCATION, SUPPORT AND MAINTENANCE OF SUCH MEMBERS AND OR THEIR FAMILIES WHO HAVE BEEN DETERMINED BY THE TRUSTEES TO BE IN NEED OF FINANCIAL ASSISTANCE.
-
TO MAKE FINANCIAL GRANTS TO INDIVIDUAL MEMBERS OF THE IBEW LOCAL 104 UNION AND THEIR FAMILIES FOR THE HEALTH, EDUCATION, SUPPORT AND MAINTENANCE OF SUCH MEMBERS AND OR THEIR FAMILIES WHO HAVE BEEN DETERMINED BY THE TRUSTEES TO BE IN NEED OF FINANCIAL ASSISTANCE.
Expenses $116,879 · Revenue $145,984
As filed on the 2022 return.
Listed in Part VII
-
Brian PierceBRIAN PIERCE
PRESIDENT
- Total calculated
- $253,146
- From this org
- $0
- From related orgs
- $176,601
- Other
- $76,545
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $176,601 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $49,886 related
- Nontaxable benefits
- $0 + $26,659 related
- Filer's total
- $0 + $253,146 related
-
Jason BentleyJASON BENTLEY
RECORDING SECRETARY
- Total calculated
- $252,011
- From this org
- $0
- From related orgs
- $175,466
- Other
- $76,545
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $175,466 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $49,886 related
- Nontaxable benefits
- $0 + $26,659 related
- Filer's total
- $0 + $252,011 related
-
Hugh BoydHUGH BOYD
TREASURER
- Total calculated
- $250,937
- From this org
- $0
- From related orgs
- $174,392
- Other
- $76,545
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $174,392 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $49,886 related
- Nontaxable benefits
- $0 + $26,659 related
- Filer's total
- $0 + $250,937 related
-
Brian MurphyBRIAN MURPHY
BUS. MGR./ FIN. SEC.
- Total calculated
- $265,235
- From this org
- $0
- From related orgs
- $188,544
- Other
- $76,691
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $188,544 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $49,886 related
- Nontaxable benefits
- $0 + $26,805 related
- Filer's total
- $0 + $265,235 related
-
James FosterJAMES FOSTER
EX. BOARD
- Total calculated
- $243,569
- From this org
- $0
- From related orgs
- $167,207
- Other
- $76,362
- Hours/week
- 5 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $167,207 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $49,886 related
- Nontaxable benefits
- $0 + $26,476 related
- Filer's total
- $0 + $243,569 related
-
Sean MatthewsSEAN MATTHEWS
VICE PRESIDENT
- Total calculated
- $0
- Hours/week
- 5
-
Thomas CostelloTHOMAS COSTELLO
EX. BOARD (P)
- Total calculated
- $0
- Hours/week
- 5
-
John LepardoJOHN LEPARDO
EX. BOARD (P)
- Total calculated
- $0
- Hours/week
- 5
-
Joseph BreareJOSEPH BREARE
EX. BOARD
- Total calculated
- $660
- From this org
- $0
- From related orgs
- $660
- Other
- $0
- Hours/week
- 5
-
Nicholas FerzecoNICHOLAS FERZECO
EX. BOARD (P)
- Total calculated
- $2,589
- From this org
- $0
- From related orgs
- $2,589
- Other
- $0
- Hours/week
- 5
-
Kyle LazaronKYLE LAZARON
EXAMINING BOARD
- Total calculated
- $1,779
- From this org
- $0
- From related orgs
- $1,779
- Other
- $0
- Hours/week
- 5
-
Joseph SpargoJOSEPH SPARGO
EXAMINING BOARD (P)
- Total calculated
- $0
- Hours/week
- 5
-
Aaron GrecoAARON GRECO
EXAMINING BOARD
- Total calculated
- $600
- From this org
- $0
- From related orgs
- $600
- Other
- $0
- Hours/week
- 5
-
Thomas RiceTHOMAS RICE
EX. BOARD
- Total calculated
- $2,469
- From this org
- $0
- From related orgs
- $2,469
- Other
- $0
- Hours/week
- 5
-
Sean LazaronSEAN LAZARON
EX. BOARD
- Total calculated
- $3,112
- From this org
- $0
- From related orgs
- $3,112
- Other
- $0
- Hours/week
- 5
-
Mark PotterMARK POTTER
EX. BOARD
- Total calculated
- $0
- Hours/week
- 5
-
Patrick O'MalleyPATRICK O'MALLEY
EXAMINING BOARD
- Total calculated
- $0
- Hours/week
- 5
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
- 5a · Pay contingent on this organization's revenues
- 5b · Pay contingent on a related organization's revenues
- 6a · Pay contingent on this organization's net earnings
- 6b · Pay contingent on a related organization's net earnings
- 7 · Other non-fixed payments
- 8 · Paid under the initial-contract exception
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.
-
IBEW LOCAL 104 OCCUPATIONAL SAFETY & HEALTH EDUCATION TRUST
501(C)(3) · TRAINING FUND · MA
-
501(C)(3) · LOCAL UNION · MA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 July 2023
- IRS schema version
- 2022v5.0
- Source object
- 202341879349300904
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