Nonprofit · EIN 14-1442159
I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN
Tax-exempt · SCHENECTADY, NY 12309
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $30,919,499 | $28,425,986 | $2,493,513 | $124,118,334 | $2,081,921 | $122,036,413 |
| June 30, 2024 | 990 | $29,075,630 | $26,890,851 | $2,184,779 | $120,295,212 | $3,497,198 | $116,798,014 |
| June 30, 2023 | 990 | $25,722,605 | $25,165,103 | $557,502 | $115,024,718 | $2,950,896 | $112,073,822 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $23,884,188
- Investment income
- $7,035,311
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $26,002,724
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $194,614
- Accounting fees
- $46,500
- Occupancy
- $21,088
Balance sheet and other
- Total assets, start of year
- $120,295,212
- Total assets, end of year
- $124,118,334
- Total liabilities, end of year
- $2,081,921
- Net assets, end of year
- $122,036,413
- Publicly traded securities
- $113,793,317
- Gross receipts
- $41,132,180
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1960
- State of legal domicile
- NY
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 |
|---|---|---|---|
| JOSEPH P GROSS | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER SPRARAGEN | TRUSTEE Trustee or director | 1 | $0 |
| PAUL NYLIN | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN HART | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MARTELL | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MASTROPIETRO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P GROSS | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER SPRARAGEN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN MOSHER | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN HART | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MARTELL | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MASTROPIETRO | TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended June 30, 2023: 6 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOSEPH P GROSS | TRUSTEE Trustee or director | 1 | $0 |
| CHRISTOPHER SPRARAGEN | TRUSTEE Trustee or director | 1 | $0 |
| JOHN MOSHER | TRUSTEE Trustee or director | 1 | $0 |
| BRIAN HART | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MARTELL | TRUSTEE Trustee or director | 1 | $0 |
| MICHAEL MASTROPIETRO | TRUSTEE Trustee or director | 1 | $0 |
Address and contacts
- Address (IRS master file)
- 3000 TROY SCHENECTADY RD, SCHENECTADY, NY 12309-1614
- Principal officer (990 for 2024)
- MICHAEL MASTROPIETRO, 3000 TROY SCHENECTADY ROAD, SCHENECTADY, NY 12309
- Signed the 990
- MICHAEL MASTROPIETRO, TRUSTEE
- Phone
- (518) 782-5499
- Website
- HTTP://WWW.IBEW236FUNDS.ORG
- Return prepared by
- TEAL BECKER & CHIARAMONTE CPAS PC
Mission
TO PROVIDE HEALTH CARE BENEFITS TO UNION MEMBERS
Program accomplishments
- THE PLAN PROVIDED PARTICIPANTS AND CERTAIN DEPENDENTS WITH THE FOLLOWING BENEFITS: LIFE INSURANCE, ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE, TEMPORARY AND PERMANENT DISABILITY INSURANCE, HEALTH AND DENTAL BENEFITS, PRESCRIPTION DRUG COVERAGE AND OTHER BENEFITS. THE PLAN IS FUNDED UNDER THE TERMS OF A MULTIEMPLOYER COLLECTIVELY BARGAINED AGREEMENT.
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
- 14-1442159
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1960
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $124,118,334
- Income (IRS master file)
- $41,132,180
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $30,919,499 | $28,425,986 | $124,118,334 | XML |
| 990 | June 2024 | $29,075,630 | $26,890,851 | $120,295,212 | XML |
| 990 | June 2023 | $25,722,605 | $25,165,103 | $115,024,718 | XML |
| 990 | June 2022 | $32,095,781 | $25,318,800 | $111,969,761 | 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 14-1442159).
Questions about I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN
- What is the EIN of I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN?
- The employer identification number (EIN) of I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN is 14-1442159.
- Is I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1960.
- Are donations to I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN 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 I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN 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 I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN 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 I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN?
- The 990 for the year ended June 30, 2025 names MICHAEL MASTROPIETRO.
- Who are the officers and directors of I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN?
- The 990 for the year ended June 30, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does I B E W LOCAL 236 HEALTH AND BENEFIT FUND PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $30,919,499, expenses of $28,425,986 and total assets of $124,118,334 at year end.
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