LAKE COUNTY INDIANA NECA IBEW H&B PLAN P TRUST

As filed

Subsection

09

Street

7200 MISSISSIPPI ST 300

These codes are the IRS's own and are shown exactly as filed. What each one means is in the Business Master File documentation (opens in a new tab).

Mission and programs · 2022

• TO OFFSET, PARTIALLY OR FULLY, REQUIRED SELF-PAYMENTS TO PROVIDE RETIREE HEALTH AND WELFARE BENEFITS TO QUALIFIED PARTICIPANTS IN ACCORDANCE WITH PLAN DOCUMENTS.

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Officers and directors · 2022

As listed in Part VII of the 2022 return, in the order the filer printed them. Each return names its own; this is not a roster the organization keeps with us.

• FELIPE HERNANDEZ

  TRUSTEE

  Total calculated

  $193,018

  From this org

  $0

  From related orgs

  $128,630

  Other

  $64,388

  Hours/week

  1 + 50 related

  Schedule J breakdown matched by us

  Base

  $0 + $124,440 related

  Bonus

  $0

  Other

  $0 + $4,190 related

  Deferred

  $0 + $37,931 related

  Nontaxable benefits

  $0 + $26,457 related

  Filer's total

  $0 + $193,018 related

• EDWARD SHIKANY

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• DAN WALDROP

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• TOM CORSIGLIA

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• WILLIAM WALTON JR

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• RICK ANDERSON

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• ALEC DAVIS

  TRUSTEE

  Total calculated

  $0

  Hours/week

  1

• JOREE RICHARDS

  TRUSTEE

  Total calculated

  $221,537

  From this org

  $0

  From related orgs

  $157,149

  Other

  $64,388

  Hours/week

  1 + 50 related

  Schedule J breakdown matched by us

  Base

  $0 + $152,758 related

  Bonus

  $0

  Other

  $0 + $4,391 related

  Deferred

  $0 + $37,931 related

  Nontaxable benefits

  $0 + $26,457 related

  Filer's total

  $0 + $221,537 related

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. Earlier years are each on their own filing page.

Filings

• 2022

  Revenue

  -$6,062,934

  Expenses

  $2,331,092

  Contributions

  $0

  Grants paid

  $0

The four totals the IRS asks for on Part I of the Form 990, as filed. A dash means the figure was not present on the return — not that it was zero.

Other returns filed

• 2021 · 990

  Revenue

  $3,362,650

  Expenses

  $4,138,463

  Assets (EOY)

  $65,547,943

• 2020 · 990

  Revenue

  $4,194,696

  Expenses

  $3,935,139

  Assets (EOY)

  $61,799,406

• 2019 · 990

  Revenue

  $5,597,048

  Expenses

  $3,670,627

  Assets (EOY)

  $56,329,669

• 2018 · 990

  Revenue

  $5,329,003

  Expenses

  $3,289,607

  Assets (EOY)

  $48,015,110

• 2017 · 990

  Revenue

  $4,822,632

  Expenses

  $3,129,408

  Assets (EOY)

  $49,009,041

• 2016 · 990

  Revenue

  $5,990,631

  Expenses

  $2,969,014

  Assets (EOY)

  $42,950,211

• 2015 · 990

  Revenue

  $4,329,691

  Expenses

  $2,869,669

  Assets (EOY)

  $39,451,014

• 2014 · 990

  Revenue

  $4,850,175

  Expenses

  $2,412,621

  Assets (EOY)

  $39,147,613

• 2013 · 990

  Revenue

  $8,495,343

  Expenses

  $2,108,465

  Assets (EOY)

  $35,720,123

• 2012 · 990

  Revenue

  — not reported

  Expenses

  $2,090,865

  Assets (EOY)

  $26,403,339

Nonprofiteer parses Forms 990, 990-EZ and 990-PF, in a window of recent tax years. These returns are recorded from the IRS e-file index, so their figures were extracted by that index rather than read from the return here — treat them as a different source from the filings above, not as more of the same record. A dash means the index carries no figure; Form 990-T listings carry none at all. Showing the 10 most recent; the API carries the rest.

Grants made

No itemized grants to organizations. Schedule I is filed only by organizations that granted more than $5,000 to a recipient, so most filers have none.

Grants received

No itemized grant names this organization as a recipient. Only grants over $5,000 are itemized, and only by filers of the full Form 990.

Related organizations

From Schedule R Part II, where a filer lists the tax-exempt organizations it is related to by control. It does not record shared board members or money.

Taxable family

From Schedule R Parts I, III and IV: entities that legally are the filer, and taxable partnerships, corporations and trusts it is related to. These record ownership and control, not shared board members or money.

Other IRS files