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Nonprofit · EIN 37-1490027

IBEW-NECA EPIC TRUST FUND

Also known as LOCAL 16 SOUTHERN INDIANA CHAPTER

Tax-exempt (reinstated) · EVANSVILLE, IN 47725

Financials

$283K$264K2023$356K$286K2024$438K$293K2025
Revenue Expenses · by fiscal year end
Financials of IBEW-NECA EPIC TRUST FUND by year, from its e-filed returns
Year endedFormRevenueExpensesNet incomeTotal assetsLiabilitiesNet assets
December 31, 2025990$438,183$292,750$145,433$335,665$0$335,665
December 31, 2024990$355,901$285,835$70,066$190,232$0$190,232
December 31, 2023990$282,552$263,976$18,576$120,166$0$120,166
Financial details: 990 for the year ended December 31, 2025

Revenue

Contributions, gifts and grants
$0
Program service revenue
$435,976
Investment income
$2,207
Other revenue
$0

Expenses

Grants and similar amounts paid
$0
Salaries, compensation and benefits (total)
$0
Professional fundraising fees
$0
Legal fees
$9,675

Balance sheet and other

Total assets, start of year
$190,232
Total assets, end of year
$335,665
Total liabilities, end of year
$0
Net assets, end of year
$335,665
Net assets without donor restrictions
$335,665
Gross receipts
$438,183
Employees
0
Year formed
2005
State of legal domicile
IN

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, 2025, highest compensation first.

NameTitleHours / weekCompensation
ANDY CARROLLTRUSTEE
Trustee or director
5$0
ADAM COOKTRUSTEE
Trustee or director
5$0
BEN IPOCKTRUSTEE
Trustee or director
5$0
RYAN MCROBERTSTRUSTEE
Trustee or director
5$0
JERRAD SPRINKLETRUSTEE
Trustee or director
5$0
LARRY STOFLETHTRUSTEE
Trustee or director
5$0
DAVE WHITEPRESIDENT
Trustee or director, Officer
5$0
990 for the year ended December 31, 2024: 7 people
NameTitleHours / weekCompensation
RYAN MCROBERTSTRUSTEE
Trustee or director
5$0
ADAM COOKTRUSTEE
Trustee or director
5$0
ANDY CARROLLTRUSTEE
Trustee or director
5$0
DAVE WHITEPRESIDENT
Trustee or director
5$0
LARRY STOFLETHTRUSTEE
Trustee or director
5$0
JERRAD SPRINKLETRUSTEE
Trustee or director
5$0
BEN IPOCKTRUSTEE
Trustee or director
5$0
990 for the year ended December 31, 2023: 7 people
NameTitleHours / weekCompensation
RYAN MCROBERTSTRUSTEE
Trustee or director
5$0
ADAM COOKTRUSTEE
Trustee or director
5$0
ANDY CARROLLTRUSTEE
Trustee or director
5$0
DAVE WHITEPRESIDENT
Trustee or director
5$0
LARRY STOFLETHTRUSTEE
Trustee or director
5$0
JERRAD SPRINKLETRUSTEE
Trustee or director
5$0
BEN IPOCKTRUSTEE
Trustee or director
5$0

Address and contacts

Address (IRS master file)
9001 N KENTUCKY AVE, EVANSVILLE, IN 47725-1397
In care of
% TOM MILLAY
Principal officer (990 for 2025)
RYAN MCROBERTS, 9001 N KENTUCKY AVE, EVANSVILLE, IN 47711
Signed the 990
RYAN MCROBERTS, TRUSTEE
Phone
(812) 867-9670
Return prepared by
KEMPER CPA GROUP LLP

Mission

TO FULFILL THE PURPOSES AS REQUIRED BY THE COLLECTIVE BARGAINING AGREEMENT BETWEEN THE SPONSORING PARTIES AS FOLLOWS: 1.TO IMPROVE COMMUNICATIONS BETWEEN REPRESENTATIVES OF LABOR AND MANAGEMENT; 2.TO PROVIDE WORKERS AND EMPLOYERS WITH OPPORTUNITIES TO STUDY AND EXPLORE NEW AND INNOVATIVE JOINT APPROACHES TO ACHIEVING ORGANIZATIONAL EFFECTIVENESS; 3.TO ASSIST WORKERS AND EMPLOYERS IN SOLVING PROBLEMS OF MUTUAL CONCERN NOT SUSCEPTIBLE TO RESOLUTION WITHIN THE COLLECTIVE BARGAINING PROCESS; 4. TO STUDY AND EXPLORE WAYS OF ELIMINATING POTENTIAL PROBLEMS WHICH REDUCE THE COMPETITIVENESS AND INHIBIT THE ECONOMIC DEVELOPMENT OF THE ELECTRICAL CONSTRUCTION INDUSTRY; 5. TO SPONSOR PROGRAMS WHICH IMPROVE JOB SECURITY, ENHANCE ECONOMIC COMMUNITY DEVELOPMENT AND PROMOTE GENERAL WELFARE OF THE COMMUNITY AND INDUSTRY, INCLUDING, BUT NOT LIMITED TO, MAKING PAYMENTS FOR DRUG TESTING REQUIRED UNDER THE COLLECTIVE BARGAINING AGREEMENT.

990 for the year ended December 31, 2025

Program accomplishments

  • TO SPONSOR PROGRAMS WHICH IMPROVE JOB SECURITY, ENHANCE ECONOMIC COMMUNITY DEVELOPMENT AND PROMOTE GENERAL WELFARE OF THE COMMUNITY AND INDUSTRY THROUGH DRUG TESTING REQUIRED UNDER COLLECTIVE BARGAINING AGREEMENTS.
  • TO SPONSOR PROGRAMS WHICH IMPROVE JOB SECURITY, ENHANCE ECONOMIC COMMUNITY DEVELOPMENT AND PROMOTE GENERAL WELFARE OF THE COMMUNITY AND INDUSTRY THROUGH DRUG TESTING REQUIRED UNDER COLLECTIVE BARGAINING AGREEMENTS.

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, 2026990 on file
2024December 31, 2024May 15, 2025990 on file
2023December 31, 2023May 15, 2024990 on file

IRS record

EIN
37-1490027
Tax-exempt status
501(c)(5): Labor, agricultural or horticultural organization
Donations deductible
No
Exempt since
2014
Accounting year ends
December
Files
Form 990 or 990-EZ
Assets (IRS master file)
$335,665
Income (IRS master file)
$438,183

Revocation and reinstatement

Exemption revoked
May 15, 2011
Posted by the IRS
April 9, 2012
Reinstated
Effective May 15, 2011

From the IRS automatic revocation list: organizations that did not file a required return or e-Postcard for three consecutive years.

Filing history

FormYear endedRevenueExpensesAssetsReturn
990December 2025$438,183$292,750$335,665IRS
990December 2024$355,901$285,835$190,232IRS
990December 2023$282,552$263,976$120,166XML
990December 2022$269,996$298,033$101,590IRS
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 37-1490027).

Questions about IBEW-NECA EPIC TRUST FUND

What is the EIN of IBEW-NECA EPIC TRUST FUND?
The employer identification number (EIN) of IBEW-NECA EPIC TRUST FUND is 37-1490027.
Is IBEW-NECA EPIC TRUST FUND tax-exempt?
Yes. The IRS revoked its exemption on May 15, 2011 and reinstated it effective May 15, 2011.
Are donations to IBEW-NECA EPIC TRUST FUND tax-deductible?
No. The IRS master file says contributions to it are not deductible.
Which annual return does IBEW-NECA EPIC TRUST 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-NECA EPIC TRUST FUND due?
The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
When did IBEW-NECA EPIC TRUST FUND last file with the IRS?
The latest return in the IRS public files is the 990 for the year ended December 2025.
Who is the principal officer of IBEW-NECA EPIC TRUST FUND?
The 990 for the year ended December 31, 2025 names RYAN MCROBERTS.
Who are the officers and directors of IBEW-NECA EPIC TRUST FUND?
The 990 for the year ended December 31, 2025 lists 7 people; 0 received compensation from the organization.
How much revenue does IBEW-NECA EPIC TRUST FUND have?
On its 990 for the year ended December 31, 2025 it reported revenue of $438,183, expenses of $292,750 and total assets of $335,665 at year end.

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