Nonprofit · EIN 61-0605310
ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND
Tax-exempt · LOUISVILLE, KY 40217
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $59,684,699 | $49,728,698 | $9,956,001 | $122,499,258 | $912,198 | $121,587,060 |
| June 30, 2024 | 990 | $57,499,447 | $38,052,375 | $19,447,072 | $112,261,494 | $2,446,246 | $109,815,248 |
| June 30, 2023 | 990 | $40,448,534 | $33,507,665 | $6,940,869 | $88,412,699 | $638,140 | $87,774,559 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $53,238,621
- Investment income
- $6,390,860
- Net gain from sales of assets
- $2,187,923
- Other revenue
- $55,218
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $47,984,220
- Other salaries and wages
- $509,720
- Salaries, compensation and benefits (total)
- $791,370
- Professional fundraising fees
- $0
- Legal fees
- $39,661
- Accounting fees
- $40,230
- Occupancy
- $8,269
- Depreciation
- $4,825
Balance sheet and other
- Total assets, start of year
- $112,261,494
- Total assets, end of year
- $122,499,258
- Total liabilities, end of year
- $912,198
- Net assets, end of year
- $121,587,060
- Land, buildings and equipment
- $44,262
- Publicly traded securities
- $98,071,530
- Net assets without donor restrictions
- $121,587,060
- Gross receipts
- $105,575,878
- Employees
- 90
- Volunteers
- 8
- Year formed
- 1976
- State of legal domicile
- KY
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 |
|---|---|---|---|
| RICKY GEORGE JR | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ED DEVINE IV | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID GROSS | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW LONGWORTH | TRUSTEE Trustee or director | 1 | $0 |
| HAYNES PERRY IV | TRUSTEE Trustee or director | 1 | $0 |
| STEVE PETERS | TRUSTEE Trustee or director | 1 | $0 |
| JOSH QUINN | TRUSTEE Trustee or director | 1 | $0 |
| LARRY WENDLER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| RICKY GEORGE JR | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| ED DEVINE IV | SECRETARY Trustee or director, Officer | 1 | $0 |
| DAVID GROSS | TRUSTEE Trustee or director | 1 | $0 |
| MATTHEW LONGWORTH | TRUSTEE Trustee or director | 1 | $0 |
| HAYNES PERRY IV | TRUSTEE Trustee or director | 1 | $0 |
| STEVE PETERS | TRUSTEE Trustee or director | 1 | $0 |
| JOSH QUINN | TRUSTEE Trustee or director | 1 | $0 |
| LARRY WENDLER | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 8 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MATTHEW LONGWORTH | TRUSTEE Trustee or director | 1 | $0 |
| RICKY GEORGE JR | TRUSTEE Trustee or director | 1 | $0 |
| LARRY WENDLER | TRUSTEE Trustee or director | 1 | $0 |
| DAVID GROSS | TRUSTEE Trustee or director | 1 | $0 |
| JOSH QUINN | TRUSTEE Trustee or director | 1 | $0 |
| STEVE PETERS | TRUSTEE Trustee or director | 1 | $0 |
| ED DEVINE IV | TRUSTEE Trustee or director | 1 | $0 |
| HAYNES PERRY IV | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 906 MINOMA AVE, LOUISVILLE, KY 40217-1539
- Principal officer (990 for 2024)
- RICKY GEORGE JR, 906 MINOMA AVENUE, LOUISVILLE, KY 40217
- Signed the 990
- RICKY GEORGE JR, CHAIRMAN
- Phone
- (502) 635-2611
- Website
- WWW.369BENEFITFUNDS.COM
- Return prepared by
- CHERRY BEKAERT ADVISORY LLC
Mission
PROVISION OF HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- EMPLOYEE BENEFIT PLAN PROVIDING BENEFITS FOR DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT, MEDICAL CARE, PRESCRIPTION DRUG, HEARING, AND WEEKLY DISABILITY FOR MEMBERS AND RETIREES OF IBEW 369, THEIR DEPENDENTS AND RELATED EMPLOYEES.
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
- 61-0605310
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1954
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $122,499,258
- Income (IRS master file)
- $105,575,878
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $59,684,699 | $49,728,698 | $122,499,258 | IRS |
| 990 | June 2024 | $57,499,447 | $38,052,375 | $112,261,494 | IRS |
| 990 | June 2023 | $40,448,534 | $33,507,665 | $88,412,699 | XML |
| 990 | June 2022 | $35,483,096 | $32,925,528 | $79,151,989 | 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 61-0605310).
Questions about ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND
- What is the EIN of ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND?
- The employer identification number (EIN) of ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND is 61-0605310.
- Is ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
- Are donations to ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ELECTRICAL WORKERS LOCAL NO 369 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 ELECTRICAL WORKERS LOCAL NO 369 BENEFIT 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 ELECTRICAL WORKERS LOCAL NO 369 BENEFIT 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 ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND?
- The 990 for the year ended June 30, 2025 names RICKY GEORGE JR.
- Who are the officers and directors of ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND?
- The 990 for the year ended June 30, 2025 lists 8 people; 0 received compensation from the organization.
- How much revenue does ELECTRICAL WORKERS LOCAL NO 369 BENEFIT FUND have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $59,684,699, expenses of $49,728,698 and total assets of $122,499,258 at year end.
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