Nonprofit · EIN 33-1118241
LOCAL NO 840 I B E W HEALTH INSURANCE PLAN
Tax-exempt · GENEVA, NY 14456
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $4,404,791 | $3,942,459 | $462,332 | $7,337,945 | $115,698 | $7,222,247 |
| December 31, 2023 | 990 | $4,207,545 | $3,091,283 | $1,116,262 | $6,286,974 | $99,053 | $6,187,921 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $4,808,609
- Investment income
- -$403,818
- Net gain from sales of assets
- -$535,813
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $3,801,732
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $5,610
- Accounting fees
- $14,050
- Occupancy
- $5,826
Balance sheet and other
- Total assets, start of year
- $6,286,974
- Total assets, end of year
- $7,337,945
- Total liabilities, end of year
- $115,698
- Net assets, end of year
- $7,222,247
- Publicly traded securities
- $5,213,563
- Net assets without donor restrictions
- $7,222,247
- Gross receipts
- $6,260,386
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1965
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL L DAVIS | FUND ADMINISTRATOR Officer | 11 | $0 | $70,420 | $35,719 |
| MARILYN OPPEDISANO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NICK OPPEDISANO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RANDY KNAPP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL D SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK CONNOR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE ROSS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended December 31, 2023: 7 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| MICHAEL L DAVIS | FUND ADMINISTRATOR Officer | 11 | $0 | $66,518 | $28,461 |
| MARILYN OPPEDISANO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| NICK OPPEDISANO | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| RANDY KNAPP | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MICHAEL D SMITH | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| PATRICK CONNOR | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| STEVE ROSS | TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 851, GENEVA, NY 14456-0851
- In care of
- % CLARK CULVER
- Principal officer (990 for 2024)
- MICHAEL L DAVIS, PO BOX 851, GENEVA, NY 14456
- Signed the 990
- MICHAEL L DAVIS, FUND ADMINISTRATOR
- Phone
- (315) 789-3330
- Return prepared by
- BONADIO & CO LLP
Mission
PROVIDE HEALTH AND INSURANCE BENEFITS TO MEMBERS OF THE ELECTRICAL WORKERS INDUSTRY IN THE LOCAL 840 JURISDICTION.
Program accomplishments
- PROVIDED GROUP BENEFITS FOR HOSPITALIZATION, SURGICAL, MEDICAL CARE, DENTAL, VISION, AND HEALTH BENEFITS FOR LOCAL 840 MEMBERS.
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
- 33-1118241
- 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
- Category (NTEE)
- Mutual and membership benefit (Y43)
- Assets (IRS master file)
- $7,337,945
- Income (IRS master file)
- $6,260,386
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $4,404,791 | $3,942,459 | $7,337,945 | XML |
| 990 | December 2023 | $4,207,545 | $3,091,283 | $6,286,974 | XML |
| 990 | December 2022 | $3,485,878 | $2,939,954 | $5,104,195 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 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 33-1118241).
Questions about LOCAL NO 840 I B E W HEALTH INSURANCE PLAN
- What is the EIN of LOCAL NO 840 I B E W HEALTH INSURANCE PLAN?
- The employer identification number (EIN) of LOCAL NO 840 I B E W HEALTH INSURANCE PLAN is 33-1118241.
- Is LOCAL NO 840 I B E W HEALTH INSURANCE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 2007.
- Are donations to LOCAL NO 840 I B E W HEALTH INSURANCE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does LOCAL NO 840 I B E W HEALTH INSURANCE 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 LOCAL NO 840 I B E W HEALTH INSURANCE PLAN 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 LOCAL NO 840 I B E W HEALTH INSURANCE PLAN 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 LOCAL NO 840 I B E W HEALTH INSURANCE PLAN?
- The 990 for the year ended December 31, 2024 names MICHAEL L DAVIS.
- Who are the officers and directors of LOCAL NO 840 I B E W HEALTH INSURANCE PLAN?
- The 990 for the year ended December 31, 2024 lists 7 people; 0 received compensation from the organization.
- How much revenue does LOCAL NO 840 I B E W HEALTH INSURANCE PLAN have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $4,404,791, expenses of $3,942,459 and total assets of $7,337,945 at year end.
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