Nonprofit · EIN 22-2236617
TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND
Tax-exempt · WEST TRENTON, NJ 08628
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| March 31, 2025 | 990 | $16,949,002 | $14,506,343 | $2,442,659 | $16,430,012 | $2,121,697 | $14,308,315 |
| March 31, 2024 | 990 | $15,487,227 | $14,684,939 | $802,288 | $13,477,898 | $1,918,123 | $11,559,775 |
| March 31, 2023 | 990 | $15,563,283 | $15,120,977 | $442,306 | $12,337,395 | $1,664,617 | $10,672,778 |
Financial details: 990 for the year ended March 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,565,888
- Investment income
- $370,097
- Net gain from sales of assets
- -$36,208
- Other revenue
- $13,017
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,827,046
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $47,056
- Accounting fees
- $63,296
Balance sheet and other
- Total assets, start of year
- $13,477,898
- Total assets, end of year
- $16,430,012
- Total liabilities, end of year
- $2,121,697
- Net assets, end of year
- $14,308,315
- Publicly traded securities
- $3,793,198
- Gross receipts
- $17,695,722
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1978
- State of legal domicile
- NJ
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 March 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT SHIMKO | TRUSTEE Trustee or director | 1 | $0 | $224,590 | $159,459 |
| MICHAEL RICCA | TRUSTEE Trustee or director | 1 | $0 | $192,502 | $136,677 |
| ROBERT INGMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL TOMASIELLO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS O JOHNSTON ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH MANZO ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2024: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT SHIMKO | TRUSTEE Trustee or director | 1 | $0 | $220,564 | $156,600 |
| MICHAEL RICCA | TRUSTEE Trustee or director | 1 | $0 | $189,063 | $134,235 |
| ROBERT INGMAN | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL TOMASIELLO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS O JOHNSTON ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH MANZO ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended March 31, 2023: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ROBERT SHIMKO | TRUSTEE Trustee or director | 1 | $0 | $199,311 | $141,511 |
| Michael Ricca | TRUSTEE Trustee or director | 1 | $0 | $180,041 | $127,830 |
| Robert Ingman | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD WELLS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL TOMASIELLO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM JONES | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS O JOHNSTON ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ELIZABETH MANZO ESQ | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 830 BEAR TAVERN ROAD, WEST TRENTON, NJ 08628-1020
- In care of
- % IE SHAFFER & CO
- Principal officer (990 for 2024)
- JONATHAN D LEVINE, 830 BEAR TAVERN ROAD, WEST TRENTON, NJ 08628
- Signed the 990
- JONATHAN D LEVINE, ADMINISTRATOR
- Phone
- (609) 718-1323
- Return prepared by
- MSPC CPAS & ADVISORS PC
Mission
TO PROVIDE GROUP HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- TO PROVIDE GROUP HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.
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 March, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | March 31, 2026 | August 17, 2026 | Not on file |
| 2024 | March 31, 2025 | August 15, 2025 | 990 on file |
| 2023 | March 31, 2024 | August 15, 2024 | 990 on file |
IRS record
- EIN
- 22-2236617
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1979
- Accounting year ends
- March
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $16,430,012
- Income (IRS master file)
- $17,695,722
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | March 2025 | $16,949,002 | $14,506,343 | $16,430,012 | XML |
| 990 | March 2024 | $15,487,227 | $14,684,939 | $13,477,898 | XML |
| 990 | March 2023 | $15,563,283 | $15,120,977 | $12,337,395 | XML |
| 990 | March 2022 | $14,285,033 | $15,167,787 | $9,192,722 | IRS |
| 990 | March 2021 | – | – | – | IRS |
| 990 | March 2020 | – | – | – | IRS |
| 990 | March 2019 | – | – | – | IRS |
| 990 | March 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 22-2236617).
Questions about TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND
- What is the EIN of TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND?
- The employer identification number (EIN) of TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND is 22-2236617.
- Is TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1979.
- Are donations to TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does TRUSTEES LOCAL UNION 400 IBEW 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 TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND due?
- The return for tax year 2025 (the year ending March 31, 2026) is due August 17, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended March 2025.
- Who is the principal officer of TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND?
- The 990 for the year ended March 31, 2025 names JONATHAN D LEVINE.
- Who are the officers and directors of TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND?
- The 990 for the year ended March 31, 2025 lists 7 people; 0 received compensation from the organization.
- How much revenue does TRUSTEES LOCAL UNION 400 IBEW WELFARE FUND have?
- On its 990 for the year ended March 31, 2025 it reported revenue of $16,949,002, expenses of $14,506,343 and total assets of $16,430,012 at year end.
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