Nonprofit · EIN 03-0545014
IBEW LOCAL UNION 697 SUB FUND
Tax-exempt · MERRILLVILLE, IN 46410
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990 | $372,556 | $357,417 | $15,139 | $2,871,963 | $6,058 | $2,865,905 |
| December 31, 2024 | 990 | $484,800 | $358,789 | $126,011 | $2,764,509 | $1,823 | $2,762,686 |
Financial details: 990 for the year ended December 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $265,245
- Investment income
- $107,311
- Net gain from sales of assets
- $8,691
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $27,440
- Other salaries and wages
- $27,343
- Salaries, compensation and benefits (total)
- $46,452
- Professional fundraising fees
- $0
- Legal fees
- $4,871
- Accounting fees
- $16,494
- Occupancy
- $9,727
- Depreciation
- $1,821
Balance sheet and other
- Total assets, start of year
- $2,764,509
- Total assets, end of year
- $2,871,963
- Total liabilities, end of year
- $6,058
- Net assets, end of year
- $2,865,905
- Land, buildings and equipment
- $3,636
- Publicly traded securities
- $2,182,553
- Gross receipts
- $663,865
- Employees
- 26
- Volunteers
- 0
- Year formed
- 2004
- State of legal domicile
- IN
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, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FELIPE HERNANDEZ | TRUSTEE Trustee or director | 1 | $0 | $178,454 | $68,205 |
| FRANK MIKOLAJCZKY | TRUSTEE Trustee or director | 1 | $0 | $4,744 | $2,684 |
| TOM CORSIGLIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD SHIKANY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL WALDROP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| CHRISTIAN GLOFF - NEW | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM WALTON JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEC DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK ANDERSON - PAST | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| FELIPE HERNANDEZ | TRUSTEE Trustee or director | 1 | $0 | $174,926 | $66,084 |
| FRANK MIKOLAJCZKY | TRUSTEE Trustee or director | 1 | $0 | $2,308 | $1,348 |
| TOM CORSIGLIA | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| EDWARD SHIKANY | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DANIEL WALDROP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RICK ANDERSON | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM WALTON JR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ALEC DAVIS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 7200 MISSISSIPPI ST STE 300, MERRILLVILLE, IN 46410-3993
- Principal officer (990 for 2025)
- FELIPE HERNANDEZ, 7200 MISSISSIPPI ST 300, MERRILLVILLE, IN 46410
- Signed the 990
- FELIPE HERNANDEZ, TRUSTEE
- Phone
- (219) 845-4433
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS
Program accomplishments
- PAYMENT OF SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE UNEMPLOYED PARTICIPANTS OF THIS FUND IN ACCORDANCE WITH PLAN DOCUMENTS.
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 | 990 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
- 03-0545014
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 2005
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $2,871,963
- Income (IRS master file)
- $663,865
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2025 | – | – | – | IRS |
| 990 | December 2024 | – | – | – | IRS |
| 990 | December 2023 | $553,791 | $299,424 | $2,642,242 | IRS |
| 990 | December 2022 | $541,525 | $144,762 | $2,308,453 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
990-N: the IRS publishes only the latest e-Postcard per organization; earlier years appear here as 990.tax collects the monthly files. 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.
Questions about IBEW LOCAL UNION 697 SUB FUND
- What is the EIN of IBEW LOCAL UNION 697 SUB FUND?
- The employer identification number (EIN) of IBEW LOCAL UNION 697 SUB FUND is 03-0545014.
- Is IBEW LOCAL UNION 697 SUB FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2005.
- Are donations to IBEW LOCAL UNION 697 SUB FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does IBEW LOCAL UNION 697 SUB 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 697 SUB FUND due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did IBEW LOCAL UNION 697 SUB FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2025.
- Who is the principal officer of IBEW LOCAL UNION 697 SUB FUND?
- The 990 for the year ended December 31, 2025 names FELIPE HERNANDEZ.
- Who are the officers and directors of IBEW LOCAL UNION 697 SUB FUND?
- The 990 for the year ended December 31, 2025 lists 9 people; 0 received compensation from the organization.
- How much revenue does IBEW LOCAL UNION 697 SUB FUND have?
- On its 990 for the year ended December 31, 2025 it reported revenue of $372,556, expenses of $357,417 and total assets of $2,871,963 at year end.
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