Nonprofit · EIN 22-6699169
LOCAL 94 IBEW HEALTH AND WELFARE FUND
Tax-exempt · WEST TRENTON, NJ 08628
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 (amended) | $14,585,945 | $15,806,809 | -$1,220,864 | $29,648,090 | $2,525,755 | $27,122,335 |
| June 30, 2024 | 990 | $15,784,387 | $10,751,063 | $5,033,324 | $28,599,749 | $1,896,650 | $26,703,099 |
| June 30, 2023 | 990 | $13,417,686 | $11,557,623 | $1,860,063 | $21,817,192 | $1,787,608 | $20,029,584 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $13,169,996
- Investment income
- $819,520
- Net gain from sales of assets
- $53,719
- Other revenue
- $596,429
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $15,111,341
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $30,427
- Accounting fees
- $35,300
Balance sheet and other
- Total assets, start of year
- $28,599,749
- Total assets, end of year
- $29,648,090
- Total liabilities, end of year
- $2,525,755
- Net assets, end of year
- $27,122,335
- Publicly traded securities
- $28,805,530
- Gross receipts
- $19,349,901
- Employees
- 0
- Year formed
- 1996
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE CHECKLEY | TRUSTEE Trustee or director | 5 | $0 |
| ADAM NEUMAN | TRUSTEE Trustee or director | 5 | $0 |
| BENJAMIN SWITZER | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM TOTTEN | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2024: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE CHECKLEY | TRUSTEE Trustee or director | 5 | $0 |
| ADAM NEUMAN | TRUSTEE Trustee or director | 5 | $0 |
| STEVEN SIDLE | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM TOTTEN | TRUSTEE Trustee or director | 5 | $0 |
990 for the year ended June 30, 2023: 4 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOE CHECKLEY | TRUSTEE Trustee or director | 5 | $0 |
| STEVEN SIDLE | TRUSTEE Trustee or director | 5 | $0 |
| WILLIAM TOTTEN | TRUSTEE Trustee or director | 5 | $0 |
| CARLA WOLFE | TRUSTEE Trustee or director | 10 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 1028, WEST TRENTON, NJ 08628-0230
- In care of
- % CHARLES D WOLFE
- Principal officer (990 for 2024)
- ADAM NEUMAN, 299 WARD ST, EAST WINDSOR, NJ 08520
- Signed the 990
- ADAM NEUMAN, TRUSTEE
- Phone
- (609) 426-9702
- Return prepared by
- BARATZ & ASSOCIATES PA
Mission
TO PROVIDE MEDICAL BENEFITS FOR ELIGIBLE PARTICIPANTS.
Program accomplishments
- TO PAY MEDICAL 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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 22-6699169
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2007
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $29,648,870
- Income (IRS master file)
- $23,614,611
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $14,585,945 | $15,806,809 | $29,648,090 | IRS |
| 990 | June 2024 | $15,784,387 | $10,751,063 | $28,599,749 | XML |
| 990 | June 2023 | $13,417,686 | $11,557,623 | $21,817,192 | XML |
| 990 | June 2022 | $12,304,154 | $10,759,745 | $17,398,645 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | 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 22-6699169).
Questions about LOCAL 94 IBEW HEALTH AND WELFARE FUND
- What is the EIN of LOCAL 94 IBEW HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of LOCAL 94 IBEW HEALTH AND WELFARE FUND is 22-6699169.
- Is LOCAL 94 IBEW HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to LOCAL 94 IBEW HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 94 IBEW HEALTH AND 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 LOCAL 94 IBEW HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did LOCAL 94 IBEW HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of LOCAL 94 IBEW HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 names ADAM NEUMAN.
- Who are the officers and directors of LOCAL 94 IBEW HEALTH AND WELFARE FUND?
- The 990 for the year ended June 30, 2025 lists 4 people; 0 received compensation from the organization.
- How much revenue does LOCAL 94 IBEW HEALTH AND WELFARE FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $14,585,945, expenses of $15,806,809 and total assets of $29,648,090 at year end.
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