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Nonprofit · EIN 36-2261990

INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD

Tax-exempt · TINLEY PARK, IL 60477

Financials

$28.2M$29.3M2022$31M$32M2023$34.2M$32.4M2024
Revenue Expenses · by fiscal year end
Financials of INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
October 31, 2025990$34,212,161$32,360,771$1,851,390$277,699,828$2,479,261$275,220,567
October 31, 2024990$31,014,590$32,016,579-$1,001,989$255,055,289$1,746,128$253,309,161
October 31, 2023990$28,197,696$29,331,614-$1,133,918$223,187,688$1,894,806$221,292,882
Financial details: 990 for the year ended October 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$28,915,271
Investment income
$5,133,859
Net gain from sales of assets
$1,562,804
Other revenue
$163,031

Expenses

Grants and similar amounts paid
$0
Benefits paid to members
$30,422,321
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$40,620
Accounting fees
$179,464
Depreciation
$2,884

Balance sheet and other

Total assets, start of year
$255,055,289
Total assets, end of year
$277,699,828
Total liabilities, end of year
$2,479,261
Net assets, end of year
$275,220,567
Land, buildings and equipment
$3,947
Publicly traded securities
$85,490,378
Gross receipts
$47,406,721
Employees
30
Volunteers
0
Year formed
1964
State of legal domicile
IL

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 October 31, 2025, highest compensation first.

NameTitleHours / weekCompensationFrom related orgsOther / benefits
thomas mccluskytrustee
Trustee or director
2$0$191,316$150,878
William NiesmanTrustee
Trustee or director
2$0$225,257$94,348
John D DowlingTrustee
Trustee or director
2$0$203,318$84,288
John C BurkardTrustee
Trustee or director
2$0$195,457$84,288
Kevin B SchusterTrustee
Trustee or director
2$0$193,473$84,288
Matt TurkTrustee
Trustee or director
2$0$0$0
Art BurkeTrustee
Trustee or director
2$0$0$0
Frank LizzadroTrustee
Trustee or director
2$0$0$0
stephen aldridgetrustee
Trustee or director
2$0$0$0
john jamicichtrustee
Trustee or director
2$0$0$0
990 for the year ended October 31, 2024: 10 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
thomas mccluskytrustee
Trustee or director
2$0$185,692$152,026
William NiesmanTrustee
Trustee or director
2$0$218,868$94,746
John C BurkardTrustee
Trustee or director
2$0$195,848$84,629
John D DowlingTrustee
Trustee or director
2$0$185,492$84,629
Kevin B SchusterTrustee
Trustee or director
2$0$183,932$84,629
Matt TurkTrustee
Trustee or director
2$0$0$0
Art BurkeTrustee
Trustee or director
2$0$0$0
Frank LizzadroTrustee
Trustee or director
2$0$0$0
stephen aldridgetrustee
Trustee or director
2$0$0$0
john janicichtrustee
Trustee or director
2$0$0$0
990 for the year ended October 31, 2023: 11 people
NameTitleHours / weekCompensationFrom related orgsOther / benefits
thomas mccluskytrustee
Trustee or director
2$0$192,332$128,655
William NiesmanTrustee
Trustee or director
2$0$224,523$94,619
John D DowlingTrustee
Trustee or director
2$0$204,217$84,504
John C BurkardTrustee
Trustee or director
2$0$199,737$84,504
Kevin B SchusterTrustee
Trustee or director
2$0$189,707$84,504
Matt TurkTrustee
Trustee or director
2$0$0$0
Art BurkeTrustee
Trustee or director
2$0$0$0
Frank LizzadroTrustee
Trustee or director
2$0$0$0
joseph notaroformer trustee
Trustee or director
2$0$0$0
stephen aldridgetrustee
Trustee or director
2$0$0$0
john janicichtrustee
Trustee or director
2$0$0$0

Address and contacts

Address (IRS master file)
7840 GRAPHICS DR STE 100, TINLEY PARK, IL 60477-6279
Principal officer (990 for 2024)
Art Burke, 7840 Graphics Drive Ste 100, Tinley Park, IL 60477
Signed the 990
william niesman, trustee
Phone
(708) 405-2084
Return prepared by
Calibre CPA Group PLLC

Mission

To provide health and welfare benefits to individuals working under a Collective Bargaining Agreement between IBEW Local No. 9 and the Middle States Electrical Contractors Association

990 for the year ended October 31, 2025

Program accomplishments

  • Payment of health and welfare benefits to or on behalf of eligible participants and their dependents.

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 October, so each return is due on the 15th day of the 5th month after that.

Tax yearYear endedDueIRS public records
2025October 31, 2026March 15, 2027Not due yet
2024October 31, 2025March 16, 2026990 on file
2023October 31, 2024March 17, 2025990 on file

IRS record

EIN
36-2261990
Tax-exempt status
501(c)(9): Voluntary employees' beneficiary association
Donations deductible
No
Exempt since
1954
Accounting year ends
October
Files
Form 990 or 990-EZ
Assets (IRS master file)
$277,699,828
Income (IRS master file)
$47,406,721

Filing history

FormYear endedRevenueExpensesAssetsReturn
990October 2025$34,212,161$32,360,771$277,699,828XML
990October 2024$31,014,590$32,016,579$255,055,289XML
990October 2023$28,197,696$29,331,614$223,187,688XML
990October 2022$34,269,419$28,735,114$213,814,236IRS
990October 2021–––IRS
990October 2020–––IRS
990October 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 36-2261990).

Questions about INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD

What is the EIN of INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD?
The employer identification number (EIN) of INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD is 36-2261990.
Is INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD tax-exempt?
Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1954.
Are donations to INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD 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 INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD due?
The return for tax year 2025 (the year ending October 31, 2026) is due March 15, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended October 2025.
Who is the principal officer of INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD?
The 990 for the year ended October 31, 2025 names Art Burke.
Who are the officers and directors of INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD?
The 990 for the year ended October 31, 2025 lists 10 people; 0 received compensation from the organization.
How much revenue does INTERNATIONAL BRTHD OF ELEC WRKRS & OUTSIDE CNTRCTRS HLTH & WLFR TR FD have?
On its 990 for the year ended October 31, 2025 it reported revenue of $34,212,161, expenses of $32,360,771 and total assets of $277,699,828 at year end.

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