Nonprofit · EIN 04-2177839
HEALTH & WELFARE FUND IBEW 96
Also known as 96
Tax-exempt · WALLINGFORD, CT 06492
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $7,508,865 | $6,378,325 | $1,130,540 | $12,104,813 | $273,143 | $11,831,670 |
| December 31, 2023 | 990 | $6,072,517 | $5,612,293 | $460,224 | $10,593,092 | $271,245 | $10,321,847 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $7,158,278
- Investment income
- $350,587
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $6,128,283
- Compensation of officers, directors and key employees
- $1,129
- Salaries, compensation and benefits (total)
- $1,129
- Professional fundraising fees
- $0
- Legal fees
- $39,901
- Accounting fees
- $12,046
Balance sheet and other
- Total assets, start of year
- $10,593,092
- Total assets, end of year
- $12,104,813
- Total liabilities, end of year
- $273,143
- Net assets, end of year
- $11,831,670
- Publicly traded securities
- $9,534,557
- Gross receipts
- $7,508,865
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1954
- State of legal domicile
- MA
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 |
|---|---|---|---|---|---|
| THOMAS MALONEY | UNION TRUSTEE (P) Trustee or director | 2 | $0 | $120,280 | $27,052 |
| JAMES ARTHUR | UNION TRUSTEE Trustee or director | 2 | $0 | $27,517 | $51,209 |
| RONALD BUFFONE | UNION TRUSTEE (P) Trustee or director | 2 | $0 | $5,962 | $1,767 |
| BRIAN CLARKE | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT LIDDY | MANAGEMENT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| DAVID MARTINELLI | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| KEVIN MENARD | MANAGEMENT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW OSTROW | MANAGEMENT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| THOMAS MALONEY | UNION TRUSTEE Trustee or director | 2 | $0 | $118,902 | $62,782 |
| KEVIN MENARD | MANAGEMENT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| MATTHEW OSTROW | MANAGEMENT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| BRIAN CLARKE | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| ROBERT LIDDY | MANAGEMENT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| RONALD BUFFONE | UNION TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 5817, WALLINGFORD, CT 06492-7617
- Principal officer (990 for 2024)
- KEVIN MENARD, 911 RIDGEBROOK ROAD, SPARKS, MD 211526966
- Signed the 990
- KEVIN MENARD, TRUSTEE
- Phone
- (203) 269-7741
- Return prepared by
- NOVAK FRANCELLA LLC
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS.
Program accomplishments
- THE FUND PROVIDES MEDICAL INSURANCE, LIFE INSURANCE, DISABILITY, DENTAL AND OTHER HEALTH BENEFITS FOR ELIGIBLE MEMBERS AND 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
- 04-2177839
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1959
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $12,104,813
- Income (IRS master file)
- $7,508,865
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $7,508,865 | $6,378,325 | $12,104,813 | IRS |
| 990 | December 2023 | $6,072,517 | $5,612,293 | $10,593,092 | XML |
| 990 | December 2022 | $5,641,302 | $5,675,350 | $9,643,975 | 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 04-2177839).
Questions about HEALTH & WELFARE FUND IBEW 96
- What is the EIN of HEALTH & WELFARE FUND IBEW 96?
- The employer identification number (EIN) of HEALTH & WELFARE FUND IBEW 96 is 04-2177839.
- Is HEALTH & WELFARE FUND IBEW 96 tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1959.
- Are donations to HEALTH & WELFARE FUND IBEW 96 tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does HEALTH & WELFARE FUND IBEW 96 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 HEALTH & WELFARE FUND IBEW 96 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 HEALTH & WELFARE FUND IBEW 96 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 HEALTH & WELFARE FUND IBEW 96?
- The 990 for the year ended December 31, 2024 names KEVIN MENARD.
- Who are the officers and directors of HEALTH & WELFARE FUND IBEW 96?
- The 990 for the year ended December 31, 2024 lists 8 people; 0 received compensation from the organization.
- How much revenue does HEALTH & WELFARE FUND IBEW 96 have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $7,508,865, expenses of $6,378,325 and total assets of $12,104,813 at year end.
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