Nonprofit · EIN 93-1204757
EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST
Tax-exempt · PORTLAND, OR 97239
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $16,945,313 | $14,810,150 | $2,135,163 | $17,613,409 | $1,795,282 | $15,818,127 |
| December 31, 2023 | 990 | $17,885,483 | $16,009,646 | $1,875,837 | $15,427,963 | $2,186,343 | $13,241,620 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $16,538,554
- Investment income
- $406,759
- Net gain from sales of assets
- -$4,313
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $13,848,550
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $53,212
- Accounting fees
- $12,538
Balance sheet and other
- Total assets, start of year
- $15,427,963
- Total assets, end of year
- $17,613,409
- Total liabilities, end of year
- $1,795,282
- Net assets, end of year
- $15,818,127
- Publicly traded securities
- $13,922,240
- Gross receipts
- $20,762,614
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1996
- State of legal domicile
- OR
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 |
|---|---|---|---|
| DON ERI | CHAIRMAN Trustee or director, Officer | 1 | $0 |
| MARK PROPP | CO-CHAIR Trustee or director, Officer | 1 | $0 |
| SARAH DAMMEN | TRUSTEE Trustee or director | 1 | $0 |
| TRAVIS ERI | TRUSTEE Trustee or director | 1 | $0 |
| LEANNE SNEATH | TRUSTEE Trustee or director | 1 | $0 |
| HANK WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| DON ERI CHAIRMAN | TRUSTEE Trustee or director, Officer | 1 | $0 |
| MARK PROPP CO-CHAIR | TRUSTEE, CO- Trustee or director, Officer | 1 | $0 |
| SARAH DAMMEN | TRUSTEE Trustee or director | 1 | $0 |
| TRAVIS ERI | TRUSTEE Trustee or director | 1 | $0 |
| LEANNE SNEATH | TRUSTEE Trustee or director | 1 | $0 |
| HANK WILLIAMS | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 5331 S MACADAM AVE STE 258 PMB 116, PORTLAND, OR 97239-3871
- In care of
- % BENESYS INC
- Principal officer (990 for 2024)
- Don Eri Jr, 5331 S Macadam Ave Ste 258 PMB 116, Portland, OR 97239
- Signed the 990
- Don Eri Jr, Co-Chair
- Phone
- (503) 224-0048
- Return prepared by
- MILLER KAPLAN ARASE LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.
Program accomplishments
- TO PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND THEIR ELIBIBLE DEPENDENTS.
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
- 93-1204757
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1997
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $17,613,409
- Income (IRS master file)
- $20,762,614
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $16,945,313 | $14,810,150 | $17,613,409 | XML |
| 990 | December 2023 | $17,885,483 | $16,009,646 | $15,427,963 | XML |
| 990 | December 2022 | $18,881,470 | $14,723,981 | $12,898,448 | 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 93-1204757).
Questions about EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST
- What is the EIN of EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST?
- The employer identification number (EIN) of EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST is 93-1204757.
- Is EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1997.
- Are donations to EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST 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 EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST 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 EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST 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 EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST?
- The 990 for the year ended December 31, 2024 names Don Eri Jr.
- Who are the officers and directors of EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST?
- The 990 for the year ended December 31, 2024 lists 6 people; 0 received compensation from the organization.
- How much revenue does EBA-PGE-IBEW LOCAL UNION 125 HEALTH & WELFARE TRUST have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $16,945,313, expenses of $14,810,150 and total assets of $17,613,409 at year end.
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