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Nonprofit · EIN 22-7051778

IBEW 1158 WELFARE PLAN FUND

Tax-exempt · CLIFTON, NJ 07012

Financials

$4.8M$3.6M2023$5.1M$3.5M2024
Revenue Expenses · by fiscal year end
Financials of IBEW 1158 WELFARE PLAN FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2024990$5,108,014$3,549,451$1,558,563$8,148,761$249,468$7,899,293
December 31, 2023990$4,840,434$3,577,750$1,262,684$6,708,949$321,397$6,387,552
Financial details: 990 for the year ended December 31, 2024

Revenue

Contributions, gifts and grants
$0
Program service revenue
$2,879,421
Investment income
$292,430
Net gain from sales of assets
$28,847
Other revenue
$1,936,163

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$2,028,054
Other salaries and wages
$892,979
Salaries, compensation and benefits (total)
$1,152,804
Professional fundraising fees
$0
Legal fees
$58,530
Accounting fees
$64,800
Occupancy
$78,471
Depreciation
$12,928

Balance sheet and other

Total assets, start of year
$6,708,949
Total assets, end of year
$8,148,761
Total liabilities, end of year
$249,468
Net assets, end of year
$7,899,293
Land, buildings and equipment
$12,786
Gross receipts
$8,739,167
Employees
8
Volunteers
0
Year formed
1976
State of legal domicile
NJ

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 orgs
JOSEPH P CALABROASSISTANT ADMINISTRATOR
Officer, Key employee, Highest-paid employee
30$106,713$532,114
GEORGE SERIOADMINISTRATOR
Officer, Key employee, Highest-paid employee
30$215,009$116,666
MICHAEL TORTORELLIEMPLOYEE
Highest-paid employee
20$91,883$91,883
CHRISTINE FAWCETTOFFICE MANAGER
Highest-paid employee
30$89,190$77,134
CHRIS TAYLORTRUSTEE
Trustee or director
2$0$161,865
DEBRA MARVELTRUSTEE
Trustee or director
2$0$0
STACEY SCLAFANITRUSTEE
Trustee or director
2$0$0
KC JEFFERSONTRUSTEE
Trustee or director
2$0$0
990 for the year ended December 31, 2023: 6 people
NameTitleHours / weekCompensationFrom related orgs
JOSEPH P CALABROASSISTANT ADMINISTRATOR
Officer, Key employee, Highest-paid employee
30$98,895$499,943
GEORGE SERIOADMINISTRATOR
Officer, Key employee, Highest-paid employee
30$202,912$110,204
CHRISTINE FAWCETTOFFICE MANAGER
Highest-paid employee
30$81,939$70,622
CHRIS TAYLORTRUSTEE
Trustee or director
2$0$130,823
VICTOR DIMEOTRUSTEE
Trustee or director
2$0$0
DEBRA MARVELTRUSTEE
Trustee or director
2$0$0

Address and contacts

Address (IRS master file)
1149 BLOOMFIELD AVE, CLIFTON, NJ 07012-2314
Principal officer (990 for 2024)
GEORGE SERIO, 1149 BLOOMFIELD AVENUE, CLIFTON, NJ 07012
Signed the 990
GEORGE SERIO, ADMINISTRATOR
Phone
(973) 773-3336
Return prepared by
RRBB ADVISORS LLC

Mission

TO PROVIDE MEDICAL AND OTHER BENEFITS TO COVERED MEMBERS.

990 for the year ended December 31, 2024

Program accomplishments

  • TO PROVIDE MEDICAL AND OTHER BENEFITS TO APPROXIMATELY 4,225 COVERED MEMBERS.
    Expenses $3,549,451 · revenue $5,108,014

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
22-7051778
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1970
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$8,148,761
Income (IRS master file)
$8,739,167

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2024$5,108,014$3,549,451$8,148,761IRS
990December 2023$4,840,434$3,577,750$6,708,949XML
990December 2022$4,466,579$3,188,256$5,425,972IRS
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 22-7051778).

Questions about IBEW 1158 WELFARE PLAN FUND

What is the EIN of IBEW 1158 WELFARE PLAN FUND?
The employer identification number (EIN) of IBEW 1158 WELFARE PLAN FUND is 22-7051778.
Is IBEW 1158 WELFARE PLAN FUND tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1970.
Are donations to IBEW 1158 WELFARE PLAN FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IBEW 1158 WELFARE PLAN 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 1158 WELFARE PLAN 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 1158 WELFARE PLAN 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 1158 WELFARE PLAN FUND?
The 990 for the year ended December 31, 2024 names GEORGE SERIO.
Who are the officers and directors of IBEW 1158 WELFARE PLAN FUND?
The 990 for the year ended December 31, 2024 lists 8 people; 4 received compensation from the organization, the highest $106,713 (JOSEPH P CALABRO, ASSISTANT ADMINISTRATOR).
How much revenue does IBEW 1158 WELFARE PLAN FUND have?
On its 990 for the year ended December 31, 2024 it reported revenue of $5,108,014, expenses of $3,549,451 and total assets of $8,148,761 at year end.

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