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Nonprofit · EIN 31-0782819

IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND

Tax-exempt · OAK BROOK, IL 60523

Financials

$20.2M$19.4M2022$22.1M$21.9M2023$24.3M$23M2024
Revenue Expenses · by fiscal year end
Financials of IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
April 30, 2025990$24,312,156$23,035,483$1,276,673$40,149,606$10,569,235$29,580,371
April 30, 2024990$22,074,999$21,866,961$208,038$36,192,488$9,572,009$26,620,479
April 30, 2023990$20,215,031$19,429,828$785,203$34,033,219$8,900,279$25,132,940
Financial details: 990 for the year ended April 30, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$22,486,269
Investment income
$1,310,414
Net gain from sales of assets
$784,157
Other revenue
$515,473

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$20,126,513
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Program services (functional)
$23,035,483

Balance sheet and other

Total assets, start of year
$36,192,488
Total assets, end of year
$40,149,606
Total liabilities, end of year
$10,569,235
Net assets, end of year
$29,580,371
Publicly traded securities
$17,616,662
Gross receipts
$25,257,999
Employees
42
Year formed
1973
State of legal domicile
OH

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 April 30, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
TODD MICHELTRUSTEE
Trustee or director
1$0$130,635$57,788
TRACY THORNERTRUSTEE
Trustee or director
1$0$109,274$55,639
RICHARD FISCHERTRUSTEE
Trustee or director
1$0$1,200$0
ANDY HENSLEYTRUSTEE
Trustee or director
1$0$300$0
HOWARD MAYERSTRUSTEE
Trustee or director
1$0$0$0
DAN MILLERTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended April 30, 2024: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
TRACY THORNERTRUSTEE
Trustee or director
1$0$104,168$56,318
RICHARD FISCHERTRUSTEE
Trustee or director
1$0$127,853$8,636
TODD MICHELTRUSTEE
Trustee or director
1$0$103,353$9,433
ANDY HENSLEYTRUSTEE
Trustee or director
1$0$2,466$670
HOWARD MAYERSTRUSTEE
Trustee or director
1$0$0$0
DAN MILLERTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended April 30, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
RICHARD FISCHERTRUSTEE
Trustee or director
1$0$114,125$50,662
ANDY HENSLEYTRUSTEE
Trustee or director
1$0$4,065$658
KURT KUBETRUSTEE
Trustee or director
1$0$0$0
HOWARD MAYERSTRUSTEE
Trustee or director
1$0$0$0
AL MUNDYTRUSTEE
Trustee or director
1$0$0$0
TOM SCHROTHTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
2625 BUTTERFIELD RD STE 201W, OAK BROOK, IL 60523-1587
Principal officer (990 for 2024)
RICHARD FISCHER, 212 CROWNE POINT PLACE, CINCINNATI, OH 45241
Signed the 990
RICHARD FISCHER, TRUSTEE
Phone
(317) 248-3924
Return prepared by
KELLEY GALLOWAY SMITH GOOLSBY PSC

Mission

THE MISSION IS TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS OF LOCAL 212, IBEW HEALTH AND WELFARE TRUST FUND

990 for the year ended April 30, 2025

Program accomplishments

  • THE ORGANIZATION PROVIDED MEDICAL, PRESCRIPTION DRUG AND DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS OF LOCAL 212 IBEW.

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 April, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025April 30, 2026September 15, 2026Not on file
2024April 30, 2025September 15, 2025990 on file
2023April 30, 2024September 16, 2024990 on file

IRS record

EIN
31-0782819
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1969
Accounting year ends
April
Files
Form 990 or 990-EZ
Assets (IRS master file)
$40,149,606
Income (IRS master file)
$25,257,999

Filing history

FormYear endedRevenueExpensesAssetsReturn
990April 2025$24,312,156$23,035,483$40,149,606XML
990April 2024$22,074,999$21,866,961$36,192,488XML
990April 2023$20,215,031$19,429,828$34,033,219XML
990April 2022$19,242,820$19,053,838$33,214,822IRS
990April 2021–––IRS
990April 2020–––IRS
990April 2019–––IRS
990April 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 31-0782819).

Questions about IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND

What is the EIN of IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND?
The employer identification number (EIN) of IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND is 31-0782819.
Is IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1969.
Are donations to IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IBEW LOCAL UNION NO 212 HEALTH & 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 IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND due?
The return for tax year 2025 (the year ending April 30, 2026) is due September 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended April 2025.
Who is the principal officer of IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND?
The 990 for the year ended April 30, 2025 names RICHARD FISCHER.
Who are the officers and directors of IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND?
The 990 for the year ended April 30, 2025 lists 6 people; 0 received compensation from the organization.
How much revenue does IBEW LOCAL UNION NO 212 HEALTH & WELFARE FUND have?
On its 990 for the year ended April 30, 2025 it reported revenue of $24,312,156, expenses of $23,035,483 and total assets of $40,149,606 at year end.

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