Nonprofit · EIN 37-1414717
LOCAL 309 IBEW INCOME SECURITY FUND
Tax-exempt · COLLINSVILLE, IL 62234
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $3,393,493 | $716,813 | $2,676,680 | $14,817,325 | $73,323 | $14,744,002 |
| December 31, 2023 | 990 | $1,240,444 | $544,476 | $695,968 | $13,284,079 | $145,890 | $13,138,189 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $1,135,292
- Investment income
- $2,243,187
- Net gain from sales of assets
- $1,793,441
- Other revenue
- $15,014
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $602,274
- Salaries, compensation and benefits (total)
- $21,801
- Professional fundraising fees
- $0
- Legal fees
- $5,266
- Accounting fees
- $20,212
Balance sheet and other
- Total assets, start of year
- $13,284,079
- Total assets, end of year
- $14,817,325
- Total liabilities, end of year
- $73,323
- Net assets, end of year
- $14,744,002
- Publicly traded securities
- $13,165,832
- Gross receipts
- $9,803,352
- Employees
- 119
- Volunteers
- 0
- Year formed
- 2001
- State of legal domicile
- IL
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 |
|---|---|---|---|
| CARLOS PEREZ | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW EICHHOLZ | TRUSTEE Trustee or director | 1 | $0 |
| LUKE GLAESER | TRUSTEE Trustee or director | 1 | $0 |
| TOM O'HARA | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL STUART | TRUSTEE Trustee or director | 1 | $0 |
| BILLY SERBOUSEK | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| CHRIS HANKINS | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW EICHHOLZ | TRUSTEE Trustee or director | 1 | $0 |
| LUKE GLAESER | TRUSTEE Trustee or director | 1 | $0 |
| TOM O'HARA | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL STUART | TRUSTEE Trustee or director | 1 | $0 |
| BILLY SEBOUSEK | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 2000A MALL STREET SUITE A, COLLINSVILLE, IL 62234-1831
- Principal officer (990 for 2024)
- CARLOS PEREZ, 2000A MALL STREET STE A, COLLINSVILLE, IL 62234
- Signed the 990
- CARLOS PEREZ, TRUSTEE
- Phone
- (618) 344-2002
- Return prepared by
- SCHEFFEL BOYLE
Mission
TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE UNION MEMBERS.
Program accomplishments
- TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS FOR ELIGIBLE UNION 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 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
- 37-1414717
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2003
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $14,817,325
- Income (IRS master file)
- $9,803,352
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $3,393,493 | $716,813 | $14,817,325 | IRS |
| 990 | December 2023 | $1,240,444 | $544,476 | $13,284,079 | XML |
| 990 | December 2022 | $954,401 | $550,155 | $11,384,111 | 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 37-1414717).
Questions about LOCAL 309 IBEW INCOME SECURITY FUND
- What is the EIN of LOCAL 309 IBEW INCOME SECURITY FUND?
- The employer identification number (EIN) of LOCAL 309 IBEW INCOME SECURITY FUND is 37-1414717.
- Is LOCAL 309 IBEW INCOME SECURITY FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2003.
- Are donations to LOCAL 309 IBEW INCOME SECURITY FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL 309 IBEW INCOME SECURITY 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 309 IBEW INCOME SECURITY 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 LOCAL 309 IBEW INCOME SECURITY 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 LOCAL 309 IBEW INCOME SECURITY FUND?
- The 990 for the year ended December 31, 2024 names CARLOS PEREZ.
- Who are the officers and directors of LOCAL 309 IBEW INCOME SECURITY FUND?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does LOCAL 309 IBEW INCOME SECURITY FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $3,393,493, expenses of $716,813 and total assets of $14,817,325 at year end.
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