Nonprofit · EIN 23-7366317
INSULATORS LOCAL 23 HEALTH AND WELFARE FUND
Tax-exempt · GRANTVILLE, PA 17028
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $3,496,615 | $3,283,384 | $213,231 | $6,971,395 | $225,750 | $6,745,645 |
| July 31, 2024 | 990 | $3,403,348 | $3,415,299 | -$11,951 | $6,567,561 | $253,064 | $6,314,497 |
| July 31, 2023 | 990 | $3,785,017 | $2,780,784 | $1,004,233 | $6,018,061 | $192,461 | $5,825,600 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $3,308,298
- Investment income
- $188,317
- Net gain from sales of assets
- -$45,901
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $2,680,131
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $18,369
- Accounting fees
- $15,553
- Occupancy
- $5,029
- Depreciation
- $1,000
Balance sheet and other
- Total assets, start of year
- $6,567,561
- Total assets, end of year
- $6,971,395
- Total liabilities, end of year
- $225,750
- Net assets, end of year
- $6,745,645
- Land, buildings and equipment
- $2,500
- Publicly traded securities
- $6,280,175
- Gross receipts
- $5,208,965
- Employees
- 9
- Volunteers
- 0
- Year formed
- 1973
- State of legal domicile
- PA
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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RONNIE BEVERLEY | UNION TRUSTEE Trustee or director | 5 | $0 | $175,959 | $134,278 |
| JOHN FRITZ | UNION TRUSTEE Trustee or director | 5 | $0 | $117,958 | $108,602 |
| MATHEW MATINCHECK | UNION TRUSTEE Trustee or director | 5 | $0 | $113,249 | $86,500 |
| ZACH LYDON | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| CLIFF ZWIERCAN | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DAVID CUTRIGHT | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended July 31, 2024: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RONNIE BEVERLEY | UNION TRUSTEE Trustee or director | 5 | $0 | $170,058 | $130,844 |
| MATHEW MATINCHECK | UNION TRUSTEE Trustee or director | 5 | $0 | $74,139 | $56,940 |
| ZACH LYDON | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| CLIFF ZWIERCAN | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JOHN FRITZ | UNION TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DAVID CUTRIGHT | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 6 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| WILLIAM MCGEE | UNION TRUSTEE Trustee or director | 5 | $0 | $167,491 | $129,404 |
| RONNIE BEVERLEY | UNION TRUSTEE Trustee or director | 5 | $0 | $112,984 | $87,266 |
| ZACH LYDON | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| CLIFF ZWIERCAN | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| JOHN FRITZ | UNION TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
| DAVID CUTRIGHT | EMPLOYER TRUSTEE Trustee or director | 5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 8926 JONESTOWN RD, GRANTVILLE, PA 17028-8654
- Principal officer (990 for 2024)
- RONNIE BEVERLEY, 8956 JONESTOWN ROAD, GRANTVILLE, PA 170288654
- Signed the 990
- RONNIE BEVERLEY, TRUSTEE
- Phone
- (717) 930-0922
- Return prepared by
- ALAN ROSS & COMPANY PC
Mission
TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS OF THE FUND.
Program accomplishments
- THE FUND PROVIDES ACCIDENT, LIFE, DISABILITY AND SICKNESS, MEDICAL, HOSPITAL, DENTAL PRESCRIPTION AND VISION BENEFITS.
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 23-7366317
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1974
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $6,971,395
- Income (IRS master file)
- $5,208,965
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $3,496,615 | $3,283,384 | $6,971,395 | IRS |
| 990 | July 2024 | $3,403,348 | $3,415,299 | $6,567,561 | IRS |
| 990 | July 2023 | $3,785,017 | $2,780,784 | $6,018,061 | XML |
| 990 | July 2022 | $3,814,705 | $3,867,429 | $5,134,069 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 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 23-7366317).
Questions about INSULATORS LOCAL 23 HEALTH AND WELFARE FUND
- What is the EIN of INSULATORS LOCAL 23 HEALTH AND WELFARE FUND?
- The employer identification number (EIN) of INSULATORS LOCAL 23 HEALTH AND WELFARE FUND is 23-7366317.
- Is INSULATORS LOCAL 23 HEALTH AND WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1974.
- Are donations to INSULATORS LOCAL 23 HEALTH AND WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does INSULATORS LOCAL 23 HEALTH AND WELFARE 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 INSULATORS LOCAL 23 HEALTH AND WELFARE FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did INSULATORS LOCAL 23 HEALTH AND WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of INSULATORS LOCAL 23 HEALTH AND WELFARE FUND?
- The 990 for the year ended July 31, 2025 names RONNIE BEVERLEY.
- Who are the officers and directors of INSULATORS LOCAL 23 HEALTH AND WELFARE FUND?
- The 990 for the year ended July 31, 2025 lists 6 people; 0 received compensation from the organization.
- How much revenue does INSULATORS LOCAL 23 HEALTH AND WELFARE FUND have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $3,496,615, expenses of $3,283,384 and total assets of $6,971,395 at year end.
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