Nonprofit · EIN 77-0234638
IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR
Also known as GELLER MICHAEL TTEE
Tax-exempt · SAN JOSE, CA 95119
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $88,304,989 | $76,401,944 | $11,903,045 | $89,154,437 | $44,654,293 | $44,500,144 |
| December 31, 2023 | 990 | $71,049,125 | $75,667,725 | -$4,618,600 | $77,985,735 | $39,873,098 | $38,112,637 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $78,635,142
- Investment income
- $9,657,632
- Net gain from sales of assets
- $6,823,865
- Other revenue
- $12,215
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $74,385,129
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $53,750
- Accounting fees
- $195,225
Balance sheet and other
- Total assets, start of year
- $77,985,735
- Total assets, end of year
- $89,154,437
- Total liabilities, end of year
- $44,654,293
- Net assets, end of year
- $44,500,144
- Publicly traded securities
- $36,653,139
- Gross receipts
- $100,016,090
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1989
- State of legal domicile
- CA
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 | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAVIER CASILLAS | LABOR TRUSTEE Trustee or director | 1 | $0 | $300,933 | $132,312 |
| DOUG LUNG | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HERB WATTS | LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM KUHR | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHUCK VELLA | LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHANE STOLTENBERG | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JAVIER CASILLAS | LABOR TRUSTEE Trustee or director | 1 | $0 | $248,635 | $122,648 |
| DOUG LUNG | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| HERB WATTS | LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM KUHR | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHUCK VELLA | LABOR TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SHANE STOLTENBERG | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA 95119-1239
- In care of
- % UNITED ADMINISTRATIVE SVCS
- Principal officer (990 for 2024)
- DOUG LUNG, 6800 SANTA TERESA BLVD STE 100, SAN JOSE, CA 95119
- Signed the 990
- DOUG LUNG, MANAGEMENT TRUSTEE
- Phone
- (408) 288-4400
- Return prepared by
- MILLER KAPLAN ARASE LLP
California records
California keeps its own records of charities and corporations. Search them by EIN 77-0234638 or by the name IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR.
- Attorney General, Registry of Charities and Fundraisers
- Registration status and filed reports (CT-TR-1, RRF-1)
- Secretary of State, bizfile Online
- Corporation status, entity number, agent for service
- Franchise Tax Board
- Entity status letter (state tax exemption, good standing)
Mission
A HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO ELIGIBLE PARTICIPANTS.
Program accomplishments
- A HEALTH AND WELFARE PLAN TO PROVIDE BENEFITS TO 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 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
- 77-0234638
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1990
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $89,154,437
- Income (IRS master file)
- $100,016,090
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $88,304,989 | $76,401,944 | $89,154,437 | XML |
| 990 | December 2023 | $71,049,125 | $75,667,725 | $77,985,735 | XML |
| 990 | December 2022 | $69,033,979 | $64,768,708 | $75,616,407 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
| 990 | December 2017 | – | – | – | 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 77-0234638).
Questions about IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR
- What is the EIN of IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR?
- The employer identification number (EIN) of IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR is 77-0234638.
- Is IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1990.
- Are donations to IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR 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-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR 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 IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR 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 IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR?
- The 990 for the year ended December 31, 2024 names DOUG LUNG.
- Who are the officers and directors of IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does IBEW-NECA SOUND AND COMMUNICATIONS HEALTH AND WELFARE TR have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $88,304,989, expenses of $76,401,944 and total assets of $89,154,437 at year end.
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