Nonprofit · EIN 23-7091957
I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106
Tax-exempt · JAMESTOWN, NY 14701
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $4,514,810 | $3,713,582 | $801,228 | $8,643,607 | $1,350,658 | $7,292,949 |
| June 30, 2024 | 990 | $3,793,754 | $3,539,338 | $254,416 | $7,779,227 | $1,366,831 | $6,412,396 |
| June 30, 2023 | 990 | $3,434,287 | $3,185,041 | $249,246 | $7,002,156 | $1,257,991 | $5,744,165 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,557,072
- Investment income
- $527,295
- Net gain from sales of assets
- $307,395
- Other revenue
- $430,443
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $452,134
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $17,765
- Accounting fees
- $12,165
- Occupancy
- $14,232
Balance sheet and other
- Total assets, start of year
- $7,779,227
- Total assets, end of year
- $8,643,607
- Total liabilities, end of year
- $1,350,658
- Net assets, end of year
- $7,292,949
- Publicly traded securities
- $7,643,772
- Net assets without donor restrictions
- $7,292,949
- Gross receipts
- $5,728,088
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1971
- 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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| KENT JOESEL | SECRETARY/CHAIRMAN Trustee or director, Officer | 1 | $0 | $117,064 |
| DEAN ROE | TRUSTEE Trustee or director | 0.77 | $0 | $5,950 |
| DANIEL EKSTROM | TRUSTEE Trustee or director | 0.77 | $0 | $3,209 |
| DAVID PAINTER | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
| PHILIP BINKIWITZ | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
| DANA JENNINGS | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| KENT JOESEL | SECRETARY/CHAIRMAN Trustee or director, Officer | 1 | $0 | $111,444 |
| DEAN ROE | TRUSTEE Trustee or director | 0.77 | $0 | $4,578 |
| DANIEL EKSTROM | TRUSTEE Trustee or director | 0.77 | $0 | $887 |
| DAVID PAINTER | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
| PHILIP BINKIWITZ | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
| DANA JENNINGS | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
990 for the year ended June 30, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs |
|---|---|---|---|---|
| DAVID WILKINSON | SECRETARY/CHAIRMAN (FORMER) Trustee or director, Officer | 1 | $0 | $68,562 |
| KENT JOESEL | SECRETARY/CHAIRMAN Trustee or director, Officer | 1 | $0 | $50,588 |
| DEAN ROE | TRUSTEE Trustee or director | 0.77 | $0 | $3,820 |
| DAVID PAINTER | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
| DANIEL EKSTROM | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
| PHILIP BINKIWITZ | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
| DANA JENNINGS | TRUSTEE Trustee or director | 0.77 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 322 JAMES AVE, JAMESTOWN, NY 14701-9680
- Signed the 990
- KENT JOESEL, CHAIRMAN/SECR
- Phone
- (716) 484-9445
- Return prepared by
- BUFFAMANTE WHIPPLE BUTTAFARO PC
Mission
TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FOR MEMBERS
Program accomplishments
- PRIMARY ACTIVITY IS TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FOR MEMBERS.
- ALL OF THE ABOVE ACTIVITIES WERE THE RESULT OF OPERATIONS UNDERTAKEN TO PROVIDE FOR THE FUNDING OF HEALTH AND WELFARE BENEFITS FOR MEMBERS.
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
- 23-7091957
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1971
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $8,643,607
- Income (IRS master file)
- $5,728,088
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $4,514,810 | $3,713,582 | $8,643,607 | IRS |
| 990 | June 2024 | $3,793,754 | $3,539,338 | $7,779,227 | IRS |
| 990 | June 2023 | $3,434,287 | $3,185,041 | $7,002,156 | XML |
| 990 | June 2022 | $3,603,658 | $3,302,885 | $6,711,296 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 23-7091957).
Questions about I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106
- What is the EIN of I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106?
- The employer identification number (EIN) of I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106 is 23-7091957.
- Is I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1971.
- Are donations to I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106 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 HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106 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 I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106 last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who are the officers and directors of I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does I B E W HEALTH AND WELFARE BENEFIT TRUST FUND - LOCAL UNION 106 have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $4,514,810, expenses of $3,713,582 and total assets of $8,643,607 at year end.
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