Liabilities / Assets
36th percentile
Higher debt load relative to assets than 36% of similar nonprofits.
EIN 16-0839767 • 501(c)9 • Elmira, NY
Profile
Provide health, disability and death benefits for members of ibew local 139 and their dependents and medicare supplemental coverage for retirees.
Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.
Liabilities / Assets
36th percentile
Higher debt load relative to assets than 36% of similar nonprofits.
Liabilities / Revenue
49th percentile
Higher debt load relative to revenue than 49% of similar nonprofits.
Net Margin
58th percentile
Higher net margin than 58% of similar nonprofits.
Top Officer Pay
Score unavailable
No filing with officer rows is available for this organization yet.
Asset Growth
47th percentile
Faster asset growth than 47% of similar nonprofits.
Revenue Growth
53rd percentile
Faster revenue growth than 53% of similar nonprofits.
Assets
Up$28,433,382
Up $1,605,171 (+6.0%) from 2024
Liabilities
Down$194,414
Down $38,563 (-17%) from 2024
Net Assets
Up$28,238,968
Up $1,643,734 (+6.2%) from 2024
Revenue
Up$5,978,325
Up $437,225 (+7.9%) from 2024
Expenses
Down$5,494,508
Down $120,337 (-2.1%) from 2024
Net Income
Up$483,817
Up $557,562 (+756%) from 2024
Most recent year
2025 • Form 990Detailed filing. Detailed filing data is available for this year.
Provide health, disability and death benefits for members of ibew local 139 and their dependents and medicare supplemental coverage for retirees.
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $19,969,987 | $14,640,893 | ▼ $5,329,094 |
| Investments Other Securities | $4,812,898 | $11,738,983 | ▲ $6,926,085 |
| Savings and Temporary Cash Investments | $1,380,021 | $1,462,707 | ▲ $82,686 |
| Accounts Receivable | $594,215 | $517,644 | ▼ $76,571 |
| Prepaid Expenses and Deferred Charges | $56,115 | $60,784 | ▲ $4,669 |
| Land, Buildings, and Equipment, Net | $14,975 | $12,371 | ▼ $2,604 |
| Total Assets | $26,828,211 | $28,433,382 | ▲ $1,605,171 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $145,500 | $171,369 | ▲ $25,869 |
| Other Liabilities | $63,987 | $0 | ▼ $63,987 |
| Deferred Revenue | $23,490 | $23,045 | ▼ $445 |
| Total Liabilities | $232,977 | $194,414 | ▼ $38,563 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $26,595,234 | $28,238,968 | ▲ $1,643,734 |
| Total Net Assets Fund Balance | $26,595,234 | $28,238,968 | ▲ $1,643,734 |
| Total Liabilities and Net Assets / Fund Balance | $26,828,211 | $28,433,382 | ▲ $1,605,171 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $12,371 | $31,306 | $43,677 |
| Other Securities | $6,939,989 | - | - |
| Name | Title | Base | Total |
|---|---|---|---|
| Brett Patton | Trustee | $341 | $341 |
| Joshua Fitzwater | Trustee | $256 | $256 |
| Name | Title |
|---|---|
| Jeremy Ackerman | Trustee |
| Meredith Kumpon | Trustee |
| Michael J Sincock | Trustee |
| Warren Roman Jr | Trustee/fund Administrator |
| Line Item | Amount |
|---|---|
| Other Expenses | $725,375 |
| Salaries, Compensation, and Employee Benefits | $146,516 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $4,622,617 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $116,373 |
| Other Salaries and Wages | - | - | - | $78,331 |
| Other Employee Benefits | - | - | - | $60,822 |
| Fees for Services Accounting | - | - | - | $40,413 |
| Fees for Services Other | - | - | - | $40,000 |
| Fees for Services Legal | - | - | - | $25,814 |
| Occupancy | - | - | - | $25,000 |
| Other Expenses | - | - | - | $16,997 |
| Office Expenses | - | - | - | $14,416 |
| Payroll Taxes | - | - | - | $6,765 |
| Insurance | - | - | - | $4,442 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $598 |
| Total Functional Expenses | $0 | $0 | $0 | $5,494,508 |
| Line Item | Amount |
|---|---|
| Expenses per Audited Statements | $5,494,508 |
| Total Expenses per Audited Statements | $5,494,508 |
| Total Expenses per Form 990 | $5,494,508 |
| Expenses Not Reported on Financial Statements | $0 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“There are no committees that act on behalf of the board of trustees.”
“Form 990 is reviewed and approved by the fund manager and fund administrator prior to filing.”
“Conflict of interest statements are signed annually at a trustee meeting.”
“Documents are made available upon request.”
“The process has not changed from the prior year.”
“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2025, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by tax jurisdictions; however, there are currently no audits for any tax periods in progress. The plan administrator believes it is no longer subject to income tax examinations for years prior to june 30, 2022.”
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 | 145500 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 171369 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 594215 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 517644 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH, DISABILITY AND DEATH BENEFITS FOR MEMBERS OF IBEW LOCAL 139 AND THEIR DEPENDENTS AND MEDICARE SUPPLEMENTAL COVERAGE FOR RETIREES. |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | 1 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 4622617 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | KRISTINE VANFLEET |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 6077321237 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 415 W SECOND ST |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | ELMIRA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 14901 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | 0 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 598 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 1 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 4622617 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 902925 |
| IRS990/CYOtherExpensesAmt | 0 | 725375 |
| IRS990/CYOtherRevenueAmt | 0 | 509434 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 4565966 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 483817 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 146516 |
| IRS990/CYTotalExpensesAmt | 0 | 5494508 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 5978325 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DeferredRevenueGrp/BOYAmt | 0 | 23490 |
| IRS990/DeferredRevenueGrp/EOYAmt | 0 | 23045 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/Desc | 0 | PROVIDE HEALTH, DISABILITY AND DEATH BENEFITS FOR MEMBERS OF IBEW LOCAL 139 AND THEIR DEPENDENTS AND MEDICARE SUPPLEMENTAL COVERAGE FOR RETIREES |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 1 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/DonorRstrOrQuasiEndowmentsInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 24 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | 1 |
| IRS990/ExpenseAmt | 0 | 5494508 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 40413 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 25814 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 40000 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 116373 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form8282PropertyDisposedOfInd | 0 | 0 |
| 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 | 8.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| 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/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/PersonNm | 0 | MICHAEL J SINCOCK |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | JOSHUA FITZWATER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | JEREMY ACKERMAN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MEREDITH KUMPON |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | WARREN ROMAN JR |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | BRETT PATTON |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 256 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 341 |
| 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/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE/FUND ADMINISTRATOR |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 0 |
| IRS990/FormationYr | 0 | 1960 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 85337 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 12648015 |
| IRS990/GrossReceiptsAmt | 0 | 18541003 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 4442 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 817588 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 817588 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 4812898 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 11738983 |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 19969987 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 14640893 |
| IRS990/IRPDocumentCnt | 0 | 4 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 31306 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 14975 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 12371 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 43677 |
| IRS990/LegalDomicileStateCd | 0 | NY |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 12562678 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 0 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE HEALTH, DISABILITY AND DEATH BENEFITS FOR MEMBERS OF IBEW LOCAL 139 AND THEIR DEPENDENTS AND MEDICARE SUPPLEMENTAL COVERAGE FOR RETIREES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 26595234 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 28238968 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 85337 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 85337 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 1159917 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 26595234 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 28238968 |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 25000 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 14416 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherEmployeeBenefitsGrp/TotalAmt | 0 | 60822 |
| IRS990/OtherExpensesGrp/Desc | 0 | CLAIM ASSESSMENT FEES |
| IRS990/OtherExpensesGrp/Desc | 1 | OTHER |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 441920 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 16997 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 63987 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | STOP LOSS REFUND |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 509434 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 509434 |
| IRS990/OtherRevenueTotalAmt | 0 | 509434 |
| IRS990/OtherSalariesAndWagesGrp/TotalAmt | 0 | 78331 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 6765 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 56115 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 60784 |
| IRS990/PrincipalOfficerNm | 0 | WARREN ROMAN JR |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | WELFARE BENEFIT CONTRIB |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 4565966 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 4565966 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 4740425 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 893022 |
| IRS990/PYOtherExpensesAmt | 0 | 607985 |
| IRS990/PYOtherRevenueAmt | 0 | 382375 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 4265703 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | -73745 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 266435 |
| IRS990/PYTotalExpensesAmt | 0 | 5614845 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 5541100 |
| IRS990/QuidProQuoContributionsInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 483817 |
| IRS990/RegularMonitoringEnfrcInd | 0 | 1 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RevenueAmt | 0 | 5075400 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 1380021 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 1462707 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 12371 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 31306 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 43677 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 5494508 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 1159917 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 2467322 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 1 | 2331672 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 2 | 6939989 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | ASB ALLEGIANCE REAL ESTATE FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 1 | VANGUARD GROWTH INDEX FUND |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 2 | APC SHORT DURATION HIGH YIELD FUND, LP |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 1 | F |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 2 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1159917 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 0 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 5978325 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2025, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAX JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO JUNE 30, 2022. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 12371 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 11738983 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 5494508 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 5978325 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 7138242 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 5494508 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THERE ARE NO COMMITTEES THAT ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | FORM 990 IS REVIEWED AND APPROVED BY THE FUND MANAGER AND FUND ADMINISTRATOR PRIOR TO FILING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY AT A TRUSTEE MEETING. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION A, LINE 8B |
| 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 C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | FORM 990,PART XII, LINE 2C: |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| 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 139 EDUCATIONAL AND TRAINING TRUST FUND AGREEMENT |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 BUILDING CORPORA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 166056237 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 160799784 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 2 | 161135246 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(C)(5) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 2 | 501(C)(2) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | EDUCATION AND TRAINING |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | ORGANIZING WORKERS IN ELECTRICAL INDUSTRY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | PROVIDE FACILITIES FOR USE OF THE MEMBERS OF IBEW LOCAL #139 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 415 W SECOND STREET |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 415 W SECOND STREET |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | 415 W SECOND STREET |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | ELMIRA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | ELMIRA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | ELMIRA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 2 | NY |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 14901 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 14901 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 2 | 14901 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 1 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 0 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 25000 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | FMV OF RENT |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | IBEW BUILDING CORPORATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | K |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| 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 | 26828211 |
| IRS990/TotalAssetsEOYAmt | 0 | 28433382 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 26828211 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 28433382 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 24 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 5494508 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 232977 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 194414 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 232977 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 194414 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 26595234 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 28238968 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceExpensesAmt | 0 | 5494508 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 4565966 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 597 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 902925 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 5075400 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 5978325 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 7 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 26828211 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 28433382 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationAssocInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 415 W SECOND STREET |
| IRS990/USAddress/CityNm | 0 | ELMIRA |
| IRS990/USAddress/StateAbbreviationCd | 0 | NY |
| IRS990/USAddress/ZIPCd | 0 | 14901 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 1 |
| ReturnHeader/BuildTS | 0 | 2025-03-06 01:10:19Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | WARREN ROMAN JR |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | FUND ADMINISTRATOR |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 6077321237 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2025-11-05 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | IBEW LOCAL 139 WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INTE |
| ReturnHeader/Filer/EIN | 0 | 160839767 |
| ReturnHeader/Filer/PhoneNum | 0 | 6077321237 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 415 W SECOND STREET |
| ReturnHeader/Filer/USAddress/CityNm | 0 | ELMIRA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 14901 |
| ReturnHeader/IRSResponsiblePrtyInfoCurrInd | 0 | 1 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 161092347 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | MENGEL METZGER BARR & CO LLP |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 333 EAST WATER ST STE 200 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | ELMIRA |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | NY |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 14901 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 6077344183 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2025-11-05 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | KRISTA L NILES-UPDYKE |
| ReturnHeader/ReturnTs | 0 | 2025-11-06T14:19:10-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2024-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2025-06-30 |
| ReturnHeader/TaxYr | 0 | 2024 |
No mirrored PDF or thumbnail assets are attached yet.