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Nonprofit · EIN 20-0520351

IBEW NO 271-NECA HEALTH AND BENEFIT FUND

Tax-exempt · PORTLAND, OR 97208

Financials

$12.2M$11.3M2023$14.5M$12.1M2024
Revenue Expenses · by fiscal year end
Financials of IBEW NO 271-NECA HEALTH AND BENEFIT FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$14,453,031$12,064,980$2,388,051$22,241,182$116,798$22,124,384
December 31, 2023990$12,219,803$11,251,345$968,458$20,020,493$89,252$19,931,241
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$13,060,188
Investment income
$1,392,843
Net gain from sales of assets
$698,029
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$11,801,627
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$18,000
Accounting fees
$29,992
Program services (functional)
$11,801,627
Management and general (functional)
$263,353

Balance sheet and other

Total assets, start of year
$20,020,493
Total assets, end of year
$22,241,182
Total liabilities, end of year
$116,798
Net assets, end of year
$22,124,384
Publicly traded securities
$16,805,428
Net assets without donor restrictions
$22,124,384
Gross receipts
$31,807,931
Employees
30
Year formed
2004
State of legal domicile
KS

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.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
DYLAN WOODARDSECRETARY
Trustee or director, Officer
1$0$134,763$53,796
RUSSELL KENNEDYCHAIRMAN
Trustee or director, Officer
1$0$99,861$47,097
JEIMESON SAUDINOCHAIRMAN
Trustee or director, Officer
1$0$101,803$39,313
RICHARD POWELLTRUSTEE
Trustee or director
1$0$96,871$32,188
JARRET BERGKAMPTRUSTEE
Trustee or director
1$0$0$0
LUKE WARKENTINETRUSTEE
Trustee or director
1$0$0$0
TOM ZOGLMANNTRUSTEE
Trustee or director
1$0$0$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
DYLAN WOODARDSECRETARY
Trustee or director, Officer
1$0$123,053$50,675
RUSSELL KENNEDYCHAIRMAN
Trustee or director, Officer
1$0$113,563$54,242
RICHARD POWELLTRUSTEE
Trustee or director
1$0$93,138$36,268
JARRET BERGKAMPTRUSTEE
Trustee or director
1$0$0$0
JEIMESON SAUDINOCHAIRMAN
Trustee or director, Officer
1$0$0$0
LUKE WARKENTINETRUSTEE
Trustee or director
1$0$0$0
TOM ZOGLMANNTRUSTEE
Trustee or director
1$0$0$0

Address and contacts

Address (IRS master file)
PO BOX 4148, PORTLAND, OR 97208-4148
In care of
% BOARD OF TRUSTEES
Principal officer (990 for 2024)
JEIMESON SAUDINO, 1040 S BROADWAY, WICHITA, KS 67211
Signed the 990
JEIMESON SAUDINO, CHAIRMAN
Phone
(785) 220-6640
Return prepared by
MORROW & CO LLC

Mission

PROVIDING HEALTH, DENTAL, WELFARE, ACCIDENT, AND LIFE INSURANCE BENEFITS FOR MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 271.

990 for the year ended December 31, 2024

Program accomplishments

  • PROVIDING HEALTH, WELFARE, ACCIDENT, DENTAL, DISABILITY, AND LIFE BENEFITS FOR MEMBERS OF THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 271.
    Expenses $11,801,627

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 yearYear endedDueIRS public records
2025December 31, 2025May 15, 2026Not on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
20-0520351
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
2007
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$22,241,182
Income (IRS master file)
$31,807,931

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$14,453,031$12,064,980$22,241,182XML
990December 2023$12,219,803$11,251,345$20,020,493XML
990December 2022$10,605,127$9,590,316$18,061,076IRS
990December 2021–––IRS
990December 2020–––IRS
990December 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 20-0520351).

Questions about IBEW NO 271-NECA HEALTH AND BENEFIT FUND

What is the EIN of IBEW NO 271-NECA HEALTH AND BENEFIT FUND?
The employer identification number (EIN) of IBEW NO 271-NECA HEALTH AND BENEFIT FUND is 20-0520351.
Is IBEW NO 271-NECA HEALTH AND BENEFIT FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
Are donations to IBEW NO 271-NECA HEALTH AND BENEFIT FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IBEW NO 271-NECA HEALTH AND BENEFIT 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 NO 271-NECA HEALTH AND BENEFIT FUND 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 NO 271-NECA HEALTH AND BENEFIT FUND 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 NO 271-NECA HEALTH AND BENEFIT FUND?
The 990 for the year ended December 31, 2024 names JEIMESON SAUDINO.
Who are the officers and directors of IBEW NO 271-NECA HEALTH AND BENEFIT FUND?
The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
How much revenue does IBEW NO 271-NECA HEALTH AND BENEFIT FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $14,453,031, expenses of $12,064,980 and total assets of $22,241,182 at year end.

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