Skip to main content

Nonprofit · EIN 22-3693537

IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND

Tax-exempt · WEST TRENTON, NJ 08628

Financials

$28.7M$26.3M2023$31.5M$27M2024
Revenue Expenses · by fiscal year end
Financials of IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$31,470,152$27,032,346$4,437,806$48,493,255$3,911,632$44,581,623
December 31, 2023990$28,664,338$26,299,736$2,364,602$40,597,999$2,870,479$37,727,520
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$28,636,847
Investment income
$1,087,460
Other revenue
$1,745,845

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$26,392,685
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$35,283
Accounting fees
$65,275

Balance sheet and other

Total assets, start of year
$40,597,999
Total assets, end of year
$48,493,255
Total liabilities, end of year
$3,911,632
Net assets, end of year
$44,581,623
Publicly traded securities
$40,432,861
Gross receipts
$31,470,152
Employees
0
Volunteers
0
Year formed
2000
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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
STEPHEN M ALDRICHTRUSTEE
Trustee or director
1$0$279,513$115,546
GINO A PASQUALONETRUSTEE
Trustee or director
1$0$247,247$107,500
WAYNE P DEANGELOTRUSTEE
Trustee or director
1$0$247,248$100,012
MICHAEL NIELSENTRUSTEE
Trustee or director
1$0$0$0
TIMOTHY BRYAN JRTRUSTEE
Trustee or director
1$0$0$0
JOSEPH KNECHT JRTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
STEPHEN M ALDRICHTRUSTEE
Trustee or director
1$0$262,650$114,200
GINO A PASQUALONETRUSTEE
Trustee or director
1$0$232,175$104,068
WAYNE P DEANGELOTRUSTEE
Trustee or director
1$0$232,147$99,700
MICHAEL NIELSENTRUSTEE
Trustee or director
1$0$0$0
TIMOTHY BRYAN JRTRUSTEE
Trustee or director
1$0$0$0
JOSEPH KNECHT JRTRUSTEE
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
% LE SHAFFER & CO
Principal officer (990 for 2024)
STEPHEN ALDRICH, 830 BEAR TAVERN ROAD PO BOX 1028, WEST TRENTON, NJ 08628
Signed the 990
STEPHEN ALDRICH, TRUSTEE
Phone
(609) 718-1323
Return prepared by
MSPC CPAS & ADVISORS PC

Mission

TO PROVIDE GROUP HEALTH BENEFITS FOR ELIGIBLE PARTICIPANTS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE GROUP HEALTH BENEFITS FOR 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 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
22-3693537
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2001
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$48,493,255
Income (IRS master file)
$31,470,152

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$31,470,152$27,032,346$48,493,255IRS
990December 2023$28,664,338$26,299,736$40,597,999XML
990December 2022$25,145,719$23,969,426$35,068,547IRS
990December 2021–––IRS
990December 2020–––IRS
990December 2018–––IRS
990December 2017–––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 22-3693537).

Questions about IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND

What is the EIN of IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND?
The employer identification number (EIN) of IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND is 22-3693537.
Is IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2001.
Are donations to IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT 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 269 WELFARE AND SUPPLEMENTAL BENEFIT 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 269 WELFARE AND SUPPLEMENTAL BENEFIT 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 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND?
The 990 for the year ended December 31, 2024 names STEPHEN ALDRICH.
Who are the officers and directors of IBEW LOCAL UNION 269 WELFARE AND SUPPLEMENTAL BENEFIT 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 269 WELFARE AND SUPPLEMENTAL BENEFIT FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $31,470,152, expenses of $27,032,346 and total assets of $48,493,255 at year end.

Other nonprofits in WEST TRENTON

All nonprofits in WEST TRENTON · New Jersey · Mutual and membership benefit