Liabilities / Assets
44th percentile
Higher debt load relative to assets than 44% of similar nonprofits.
EIN 16-0834222 • 501(c)9 • Niagara Falls, NY
Profile
To provide members with medical and welfare benefits.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
44th percentile
Higher debt load relative to assets than 44% of similar nonprofits.
Liabilities / Revenue
47th percentile
Higher debt load relative to revenue than 47% of similar nonprofits.
Net Margin
64th percentile
Higher net margin than 64% of similar nonprofits.
Top Officer Pay
67th percentile
Higher top officer pay than 67% of similar nonprofits.
Top officer pay equals 1.1% of source-year revenue.
Asset Growth
69th percentile
Faster asset growth than 69% of similar nonprofits.
Revenue Growth
32nd percentile
Faster revenue growth than 32% of similar nonprofits.
Assets
Up$13,652,041
Up $1,512,863 (+12%) from 2023
Liabilities
Down$91,543
Down $125,725 (-58%) from 2023
Net Assets
Up$13,560,498
Up $1,638,588 (+14%) from 2023
Revenue
Up$6,561,563
Up $26,947 (+0.4%) from 2023
Expenses
Up$5,748,693
Up $498,092 (+9.5%) from 2023
Net Income
Down$812,870
Down $471,145 (-37%) from 2023
Most recent year
2024 • Form 990Detailed filing. Detailed filing data is available for this year.
To provide members with medical and welfare benefits
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $11,921,910 | $13,560,498 | ▲ $1,638,588 |
| Investments in Publicly Traded Securities | $10,608,816 | $12,319,240 | ▲ $1,710,424 |
| Accounts Receivable | $911,125 | $529,989 | ▼ $381,136 |
| Savings and Temporary Cash Investments | $568,212 | $419,602 | ▼ $148,610 |
| Investments Other Securities | - | $340,689 | - |
| Land, Buildings, and Equipment, Net | $51,025 | $42,521 | ▼ $8,504 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $12,139,178 | $13,652,041 | ▲ $1,512,863 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $70,295 | $90,990 | ▲ $20,695 |
| Other Liabilities | $146,973 | $553 | ▼ $146,420 |
| Total Liabilities | $217,268 | $91,543 | ▼ $125,725 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $11,921,910 | $13,560,498 | ▲ $1,638,588 |
| Total Liabilities and Net Assets / Fund Balance | $12,139,178 | $13,652,041 | ▲ $1,512,863 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $42,521 | $8,504 | $51,025 |
| Name | Title | Full / Part Time | Base | Total |
|---|---|---|---|---|
| Angela Stanisz | Fund Administrator | PT | $75,418 | $75,418 |
| Ashley a Stogner | Assistant Fund Administrat | PT | $36,514 | $36,514 |
| Cody Samol | Union Trustee | - | $22,880 | $22,880 |
| Fred Demais | Union Trustee | - | $11,971 | $11,971 |
| John Scherrer | Union Trustee | - | $559 | $559 |
| Name | Title |
|---|---|
| Marc Brunelle | Management Trustee |
| Renee Lamonaco | Management Trustee |
| Richard Lombard | Management Trustee |
| Line Item | Amount |
|---|---|
| Salaries, Compensation, and Employee Benefits | $430,871 |
| Other Expenses | $217,149 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $5,100,673 |
| Payroll Taxes | - | - | - | $283,446 |
| Other Salaries and Wages | - | - | - | $107,198 |
| Fees for Services Legal | - | - | - | $43,727 |
| Other Employee Benefits | - | - | - | $40,227 |
| Fees for Services Accounting | - | - | - | $37,120 |
| Fees for Services Other | - | - | - | $33,468 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $32,253 |
| Office Expenses | - | - | - | $27,404 |
| Occupancy | - | - | - | $13,685 |
| Depreciation Depletion | - | - | - | $8,504 |
| Insurance | - | - | - | $5,339 |
| Other Expenses | - | - | - | $4,872 |
| Conferences and Meetings | - | - | - | $993 |
| Total Functional Expenses | $0 | $0 | $0 | $5,748,693 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $5,748,693 |
| Expenses per Audited Statements | $5,716,440 |
| Total Expenses per Audited Statements | $5,716,440 |
| Expenses Not Reported on Financial Statements | $32,253 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Misc. Liabilities | $553 |
“Union representatives become members of the board of trustees by virtue of their elected position as president, chairman of the executive board, and business manager of the local union.”
“The form 990 is presented to members of the board of trustees for review prior to filing”
“The policy is reviewed annually at the board of trustees meeting and conflicts or potential conflicts must be disclosed, discussed and resolved”
“Members of the board of trustees are not compensated for their role as a trustee, however union trustees may be compensated for lost work hours for attendance at meetings and conferences at the union wage scale compensation noted in the officer schedule from the fund. Includes taxable benefits received by the officer as a participant of the fund. The process of determining compensation for the fund administrator consists of an annual performance review as well as consideration of salaries paid to the other fund administrators with comparable job descriptions.”
“The fund makes its governing documents, conflicts of interest policy, and financial statements available to participants upon request.”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 70295 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 90990 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 911125 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 529989 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE MEMBERS WITH MEDICAL AND WELFARE BENEFITS |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 5100673 |
| IRS990/BooksInCareOfDetail/PersonNm | 0 | ANGELA STANISZ FUND ADMINISTRATOR |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 7162973650 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 6700 SCHULTZ ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | NIAGARA FALLS |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14304 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 1 |
| IRS990/CompensationProcessOtherInd | 0 | 1 |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 993 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 5100673 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 250776 |
| IRS990/CYOtherExpensesAmt | 0 | 217149 |
| IRS990/CYOtherRevenueAmt | 0 | 120630 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6190157 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 812870 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 430871 |
| IRS990/CYTotalExpensesAmt | 0 | 5748693 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 6561563 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 8504 |
| IRS990/Desc | 0 | THE FUND PROVIDES BENEFITS TO ITS MEMBERS, INCLUDING HOSPITALIZATION, MAJOR MEDICAL, PRESCRIPTION DRUG, HEALTH AND LIFE INSURANCE, DENTAL AND VISION CARE, VACATION, UNEMPLOYMENT SUB-PAY, DISABILITY SUB-PAY, WORKERS COMPENSATION SUB-PAY, EDUCATION, AND REIMBURSEMENT OF QUALIFYING MEDICAL EXPENSES. |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 1 |
| IRS990/EmployeeCnt | 0 | 253 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/ExpenseAmt | 0 | 5748693 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 37120 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 43727 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 33468 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 32253 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 0 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 1 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 2 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 3 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 4 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 5 | 2.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 6 | 24.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt | 7 | 28.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 16.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 12.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/OfficerInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | FRED DEMAIS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MARC BRUNELLE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | RENEE LAMONACO |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JOHN SCHERRER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | RICHARD LOMBARD |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | CODY SAMOL |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | ASHLEY A STOGNER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | ANGELA STANISZ |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 11971 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 559 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 22880 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 36514 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 75418 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | MANAGEMENT TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | UNION TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | ASSISTANT FUND ADMINISTRAT |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | FUND ADMINISTRATOR |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1958 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -139140 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 6569573 |
| IRS990/GrossReceiptsAmt | 0 | 13270276 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 0 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 3 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 5339 |
| IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt | 0 | 389916 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 389916 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 340689 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 10608816 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 12319240 |
| IRS990/IRPDocumentCnt | 0 | 3 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 8504 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 51025 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 42521 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 51025 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 6708713 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | TO PROVIDE MEMBERS WITH MEDICAL AND WELFARE BENEFITS |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 11921910 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 13560498 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -139140 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -139140 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 825718 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 13685 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 27404 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 40227 |
| IRS990/OtherExpensesGrp/Desc | 0 | BANK CHARGES |
| IRS990/OtherExpensesGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 9784 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 4872 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 146973 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 553 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 1 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | REIMBURSEMENT FROM AFFILIATED ORG |
| IRS990/OtherRevenueMiscGrp/Desc | 1 | MISCELLANEOUS |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 78963 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 1 | 41667 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 78963 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 1 | 41667 |
| IRS990/OtherRevenueTotalAmt | 0 | 120630 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 107198 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 283446 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrincipalOfficerNm | 0 | ANGELA STANISZ |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTCIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6125272 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 64885 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 6125272 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 64885 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 4662011 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 218812 |
| IRS990/PYOtherExpensesAmt | 0 | 209686 |
| IRS990/PYOtherRevenueAmt | 0 | 117090 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 6198714 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1284015 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 378904 |
| IRS990/PYTotalExpensesAmt | 0 | 5250601 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 6534616 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 812870 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 0 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 1 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 11921910 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 13560498 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 568212 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 419602 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 42521 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 8504 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 51025 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 32253 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 5716440 |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 32253 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 32253 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 825718 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 553 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | MISC. LIABILITIES |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 825718 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 32253 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 6529310 |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 42521 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 5748693 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 553 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 6561563 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 7355028 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 5716440 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | UNION REPRESENTATIVES BECOME MEMBERS OF THE BOARD OF TRUSTEES BY VIRTUE OF THEIR ELECTED POSITION AS PRESIDENT, CHAIRMAN OF THE EXECUTIVE BOARD, AND BUSINESS MANAGER OF THE LOCAL UNION. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | THE FORM 990 IS PRESENTED TO MEMBERS OF THE BOARD OF TRUSTEES FOR REVIEW PRIOR TO FILING |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE POLICY IS REVIEWED ANNUALLY AT THE BOARD OF TRUSTEES MEETING AND CONFLICTS OR POTENTIAL CONFLICTS MUST BE DISCLOSED, DISCUSSED AND RESOLVED |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | MEMBERS OF THE BOARD OF TRUSTEES ARE NOT COMPENSATED FOR THEIR ROLE AS A TRUSTEE, HOWEVER UNION TRUSTEES MAY BE COMPENSATED FOR LOST WORK HOURS FOR ATTENDANCE AT MEETINGS AND CONFERENCES AT THE UNION WAGE SCALE COMPENSATION NOTED IN THE OFFICER SCHEDULE FROM THE FUND. INCLUDES TAXABLE BENEFITS RECEIVED BY THE OFFICER AS A PARTICIPANT OF THE FUND. THE PROCESS OF DETERMINING COMPENSATION FOR THE FUND ADMINISTRATOR CONSISTS OF AN ANNUAL PERFORMANCE REVIEW AS WELL AS CONSIDERATION OF SALARIES PAID TO THE OTHER FUND ADMINISTRATORS WITH COMPARABLE JOB DESCRIPTIONS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE FUND MAKES ITS GOVERNING DOCUMENTS, CONFLICTS OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 7A |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART VI, SECTION B, LINE 12C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART VI, SECTION B, LINE 15 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990, PART VI, SECTION C, LINE 19 |
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| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | IBEW LOCAL UNION NO 237 PENSION FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | IBEW LOCAL UNION NO 237 ANNUITY FUND |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | IBEW LOCAL UNION NO 237 UNION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 166094914 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 161378286 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 2 | 160667759 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 401A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 401A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 2 | 501(C)(5) |
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| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | PENSION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | ANNUITY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | UNION |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 6700 SCHULTZ ST |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 6700 SCHULTZ ST |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | 6700 SCHULTZ ST |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | NIAGARA FALLS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | NIAGARA FALLS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | NIAGARA FALLS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 2 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 14304 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 14304 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 2 | 14304 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/StatesWhereCopyOfReturnIsFldCd | 0 | NY |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 12139178 |
| IRS990/TotalAssetsEOYAmt | 0 | 13652041 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 12139178 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 13652041 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 253 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 5748693 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 217268 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 91543 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 217268 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 91543 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 11921910 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 13560498 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 5748693 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 6190157 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 147342 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6561563 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 6561563 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 12139178 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 13652041 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationTrustInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 6700 SCHULTZ ST |
| IRS990/USAddress/CityNm | 0 | NIAGARA FALLS |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 14304 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 3 |
| IRS990/WebsiteAddressTxt | 0 | WWW.IBEW237.COM |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ANGELA STANISZ |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | FUNDS ADMINISTRATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 7162973650 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-10-14 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IBEW LOCAL UNION NO 237 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | HEALTH AND WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | IBEW |
| ReturnHeader/Filer/EIN | 0 | 160834222 |
| ReturnHeader/Filer/PhoneNum | 0 | 7162973650 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 6700 SCHULTZ ST |
| ReturnHeader/Filer/USAddress/CityNm | 0 | NIAGARA FALLS |
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