Nonprofit · EIN 22-3611027
IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND
Tax-exempt · WEST TRENTON, NJ 08628
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,574,293 | $2,146,752 | $2,427,541 | $13,575,775 | $617,191 | $12,958,584 |
| December 31, 2023 | 990 | $3,340,613 | $2,125,013 | $1,215,600 | $10,899,369 | $618,711 | $10,280,658 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,224,336
- Investment income
- $349,957
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $1,958,585
- Other salaries and wages
- $14,983
- Salaries, compensation and benefits (total)
- $14,989
- Professional fundraising fees
- $0
- Legal fees
- $6,574
- Accounting fees
- $37,042
Balance sheet and other
- Total assets, start of year
- $10,899,369
- Total assets, end of year
- $13,575,775
- Total liabilities, end of year
- $617,191
- Net assets, end of year
- $12,958,584
- Publicly traded securities
- $10,508,158
- Gross receipts
- $4,574,293
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1998
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN M ALDRICH | TRUSTEE Trustee or director | 2 | $0 | $279,513 | $115,546 |
| GINO PASQUALONE | TRUSTEE Trustee or director | 2 | $0 | $247,247 | $107,500 |
| WAYNE P DEANGELO | TRUSTEE Trustee or director | 2 | $0 | $247,248 | $100,012 |
| MIKE NIELSEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TIMOTHY BRYAN JR | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH KNECHT JR | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEPHEN M ALDRICH | TRUSTEE Trustee or director | 2 | $0 | $262,650 | $114,200 |
| GINO PASQUALONE | TRUSTEE Trustee or director | 2 | $0 | $232,175 | $104,068 |
| WAYNE P DEANGELO | TRUSTEE Trustee or director | 2 | $0 | $232,147 | $99,700 |
| MIKE NIELSEN | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| TIMOTHY BRYAN JR | TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOSEPH KNECHT JR | TRUSTEE Trustee or director | 2 | $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, 670 WHITEHEAD ROAD, TRENTON, NJ 08648
- Signed the 990
- JONATHAN D LEVINE, TRUSTEE
- Phone
- (609) 394-8129
- Website
- WWW.IBEW269.COM
- Return prepared by
- MSPC CPAS & ADVISORS PC
Mission
TO PROVIDE SUPPLEMENTAL BENEFITS TO PLAN PARTICIPANTS WHOSE EMPLOYMENT UNDER THE TERMS OF A COLLECTIVE BARGANING AGREEMENT REQUIRES CONTRIBUTIONS TO THE FUND FOR THE FOLLOWING BENEFITS SUPPLEMENTAL UNEMPLOYMENT, PERMANENT AND TOTAL DISABILITY, MONTHLY SUPPLEMENTAL HEALTH AND WELFARE, MONTHLY HEALTH BENEFITS, WEEKLY SICK BENEFITS, AND VACATION BENEFITS AS DETERMINED BY THE TRUSTEES.
Program accomplishments
- TO PROVIDE SUPPLEMENTAL BENEFITS TO PLAN PARTICIPANTS WHOSE EMPLOYMENT UNDER THE TERMS OF A COLLECTIVE BARGANING AGREEMENT REQUIRES CONTRIBUTIONS TO THE FUND FOR THE FOLLOWING BENEFITS SUPPLEMENTAL UNEMPLOYMENT, PERMANENT AND TOTAL DISABILITY, MONTHLY SUPPLEMENTAL HEALTH AND WELFARE, MONTHLY HEALTH BENEFITS, WEEKLY SICK BENEFITS, AND VACATION BENEFITS AS DETERMINED BY THE TRUSTEES.
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 year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 22-3611027
- Tax-exempt status
- 501(c)(17): Supplemental unemployment benefit trust
- Donations deductible
- No
- Exempt since
- 2000
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y24)
- Assets (IRS master file)
- $13,575,775
- Income (IRS master file)
- $4,574,293
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,574,293 | $2,146,752 | $13,575,775 | XML |
| 990 | December 2023 | $3,340,613 | $2,125,013 | $10,899,369 | XML |
| 990 | December 2022 | $3,061,899 | $2,139,393 | $9,209,100 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 22-3611027).
Questions about IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND
- What is the EIN of IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND?
- The employer identification number (EIN) of IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND is 22-3611027.
- Is IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(17) since 2000.
- Are donations to IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL 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 IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL 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 IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL 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 IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND?
- The 990 for the year ended December 31, 2024 names JONATHAN D LEVINE.
- Who are the officers and directors of IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does IBEW LOCAL UNION NO 269 WELFARE AND SUPPLEMENTAL FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,574,293, expenses of $2,146,752 and total assets of $13,575,775 at year end.
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