Skip to main content

Nonprofit · EIN 16-0834222

I B E W LOCAL 237 WELFARE FUND

Tax-exempt · NIAGARA FALLS, NY 14304

Financials

$6.5M$5.3M2023$6.6M$5.7M2024
Revenue Expenses · by fiscal year end
Financials of I B E W LOCAL 237 WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$6,561,563$5,748,693$812,870$13,652,041$91,543$13,560,498
December 31, 2023990$6,534,616$5,250,601$1,284,015$12,139,178$217,268$11,921,910
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$6,190,157
Investment income
$250,776
Net gain from sales of assets
-$139,140
Other revenue
$120,630

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$5,100,673
Other salaries and wages
$107,198
Salaries, compensation and benefits (total)
$430,871
Professional fundraising fees
$0
Legal fees
$43,727
Accounting fees
$37,120
Occupancy
$13,685
Depreciation
$8,504

Balance sheet and other

Total assets, start of year
$12,139,178
Total assets, end of year
$13,652,041
Total liabilities, end of year
$91,543
Net assets, end of year
$13,560,498
Land, buildings and equipment
$42,521
Publicly traded securities
$12,319,240
Gross receipts
$13,270,276
Employees
253
Volunteers
0
Year formed
1958
State of legal domicile
NY

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended December 31, 2024, highest compensation first.

NameTitleHours / weekCompensation
ANGELA STANISZFUND ADMINISTRATOR
Officer
12$75,418
ASHLEY A STOGNERASSISTANT FUND ADMINISTRAT
Officer
16$36,514
CODY SAMOLUNION TRUSTEE
Trustee or director
1$22,880
FRED DEMAISUNION TRUSTEE
Trustee or director
1$11,971
JOHN SCHERRERUNION TRUSTEE
Trustee or director, Officer
1$559
MARC BRUNELLEMANAGEMENT TRUSTEE
Trustee or director
1$0
RENEE LAMONACOMANAGEMENT TRUSTEE
Trustee or director
1$0
RICHARD LOMBARDMANAGEMENT TRUSTEE
Trustee or director
1$0
990 for the year ended December 31, 2023: 8 people
NameTitleHours / weekCompensation
ASHLEY A STOGNERASSISTANT FUND ADMINISTRAT
Officer
16$49,556
ANGELA STANISZFUND ADMINISTRATOR
Officer
12$38,030
CODY SAMOLUNION TRUSTEE
Trustee or director
1$18,683
FRED DEMAISUNION TRUSTEE
Trustee or director
1$11,103
JOHN SCHERRERUNION TRUSTEE
Trustee or director, Officer
1$559
MARC BRUNELLEMANAGEMENT TRUSTEE
Trustee or director
1$0
RENEE LAMONACOMANAGEMENT TRUSTEE
Trustee or director
1$0
RICHARD LOMBARDMANAGEMENT TRUSTEE
Trustee or director
1$0

Address and contacts

Address (IRS master file)
6700 SCHULTZ ST, NIAGARA FALLS, NY 14304-4531
In care of
% WELFARE FUND
Principal officer (990 for 2024)
ANGELA STANISZ, 6700 SCHULTZ ST, NIAGARA FALLS, NY 14304
Signed the 990
ANGELA STANISZ, FUNDS ADMINISTRATOR
Phone
(716) 297-3650
Return prepared by
BONADIO & CO LLP

Mission

TO PROVIDE MEMBERS WITH MEDICAL AND WELFARE BENEFITS

990 for the year ended December 31, 2024

Program accomplishments

  • THE FUND PROVIDES BENEFITS TO ITS MEMBERS, INCLUDING HOSPITALIZATION, MAJOR MEDICAL, PRESCRIPTION DRUG, HEALTH AND LIFE INSURANCE, DENTAL AND VISION CARE, VACATION, UNEMPLOYMENT SUB-PAY, DISABILITY SUB-PAY, WORKERS COMPENSATION SUB-PAY, EDUCATION, AND REIMBURSEMENT OF QUALIFYING MEDICAL EXPENSES.
    Expenses $5,748,693

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
16-0834222
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1996
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$13,652,041
Income (IRS master file)
$13,270,276

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$6,561,563$5,748,693$13,652,041IRS
990December 2023$6,534,616$5,250,601$12,139,178XML
990December 2022$5,470,983$4,554,078$9,808,872IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 16-0834222).

Questions about I B E W LOCAL 237 WELFARE FUND

What is the EIN of I B E W LOCAL 237 WELFARE FUND?
The employer identification number (EIN) of I B E W LOCAL 237 WELFARE FUND is 16-0834222.
Is I B E W LOCAL 237 WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1996.
Are donations to I B E W LOCAL 237 WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does I B E W LOCAL 237 WELFARE FUND file?
Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
When is the next return of I B E W LOCAL 237 WELFARE FUND due?
The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did I B E W LOCAL 237 WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2024.
Who is the principal officer of I B E W LOCAL 237 WELFARE FUND?
The 990 for the year ended December 31, 2024 names ANGELA STANISZ.
Who are the officers and directors of I B E W LOCAL 237 WELFARE FUND?
The 990 for the year ended December 31, 2024 lists 8 people; 5 received compensation from the organization, the highest $75,418 (ANGELA STANISZ, FUND ADMINISTRATOR).
How much revenue does I B E W LOCAL 237 WELFARE FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $6,561,563, expenses of $5,748,693 and total assets of $13,652,041 at year end.

Other nonprofits in NIAGARA FALLS

All nonprofits in NIAGARA FALLS · New York