Civic Intelligence

International Brotherhood Electrical Workers Local 139<Welfa

990 • Fiscal year 2017 • EIN 16-0839767

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 2017

Organization ProfileN/A

View Organization Page

415 W Second StreetElmira, NY 14901

(607) 732-1237

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

36th percentile

0.01x

Higher debt load relative to assets than 36% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

48th percentile

0.03x

Higher debt load relative to revenue than 48% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Net Margin

77th percentile

17%

Higher net margin than 77% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

51st percentile

$207

Higher top officer pay than 51% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2017

Asset Growth

44th percentile

5.0%

Faster asset growth than 44% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

80th percentile

18%

Faster revenue growth than 80% of similar nonprofits.

2017 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$22,410,059

Up $1,069,015 (+5.0%) from 2016

Net Assets

Up

$22,291,708

Up $1,079,081 (+5.1%) from 2016

Liabilities

Down

$118,351

Down $10,066 (-7.8%) from 2016

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin77th percentile

Revenue

Up

$4,208,705

Up $648,260 (+18%) from 2016

Expenses

Down

$3,490,864

Down $30,534 (-0.9%) from 2016

Net Income

Up

$717,841

Up $678,794 (+1738%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth44th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$30M$20M$10M$0Assets 2011: $12,987,720Liabilities 2011: $291,721Net Assets 2011: $12,695,9992011Assets 2012: $14,892,637Liabilities 2012: $155,910Net Assets 2012: $14,736,7272012Assets 2013: $16,974,571Liabilities 2013: $164,420Net Assets 2013: $16,810,1512013Assets 2014: $20,481,518Liabilities 2014: $266,792Net Assets 2014: $20,214,7262014Assets 2015: $21,213,998Liabilities 2015: $142,965Net Assets 2015: $21,071,0332015Assets 2016: $21,341,044Liabilities 2016: $128,417Net Assets 2016: $21,212,6272016Assets 2017: $22,410,059Liabilities 2017: $118,351Net Assets 2017: $22,291,7082017Assets 2018: $23,182,958Liabilities 2018: $108,002Net Assets 2018: $23,074,9562018Assets 2019: $24,747,752Liabilities 2019: $192,773Net Assets 2019: $24,554,9792019Assets 2020: $26,647,790Liabilities 2020: $135,522Net Assets 2020: $26,512,2682020Assets 2021: $29,865,856Liabilities 2021: $122,287Net Assets 2021: $29,743,5692021Assets 2022: $27,146,635Liabilities 2022: $209,196Net Assets 2022: $26,937,4392022Assets 2023: $26,916,026Liabilities 2023: $278,968Net Assets 2023: $26,637,0582023Assets 2024: $26,828,211Liabilities 2024: $232,977Net Assets 2024: $26,595,2342024Assets 2025: $28,433,382Liabilities 2025: $194,414Net Assets 2025: $28,238,9682025

Highlighted filing

2017

Assets$22,410,059
Liabilities$118,351
Net Assets$22,291,708
Open 2017 Filing

Operations Trend

Revenue Growth80th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$8.0M$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $4,682,723Expenses 2011: $2,296,595Net Income 2011: $2,386,1282011Revenue 2012: $4,704,024Expenses 2012: $2,480,788Net Income 2012: $2,223,2362012Expenses 2013: $2,846,7992013Revenue 2014: $5,699,938Expenses 2014: $2,779,831Net Income 2014: $2,920,1072014Revenue 2015: $4,648,641Expenses 2015: $2,985,037Net Income 2015: $1,663,6042015Revenue 2016: $3,560,445Expenses 2016: $3,521,398Net Income 2016: $39,0472016Revenue 2017: $4,208,705Expenses 2017: $3,490,864Net Income 2017: $717,8412017Revenue 2018: $4,602,372Expenses 2018: $3,800,994Net Income 2018: $801,3782018Revenue 2019: $4,780,386Expenses 2019: $4,002,046Net Income 2019: $778,3402019Revenue 2020: $5,772,236Expenses 2020: $4,260,901Net Income 2020: $1,511,3352020Revenue 2021: $6,140,554Expenses 2021: $4,183,732Net Income 2021: $1,956,8222021Revenue 2022: $5,172,055Expenses 2022: $4,670,572Net Income 2022: $501,4832022Revenue 2023: $4,987,455Expenses 2023: $5,064,448Net Income 2023: -$76,9932023Revenue 2024: $5,541,100Expenses 2024: $5,614,845Net Income 2024: -$73,7452024Revenue 2025: $5,978,325Expenses 2025: $5,494,508Net Income 2025: $483,8172025

Highlighted filing

2017

Revenue$4,208,705
Expenses$3,490,864
Net Income$717,841
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$11,572,819
Mission and Program Overview

Mission

Provide health, disability and death benefits for members of ibew local 139 and their dependents and medicare supplemental coverage for retirees.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,147,912$18,218,107▲ $1,070,195
Investments Other Securities$2,083,637$2,171,944▲ $88,307
Savings and Temporary Cash Investments$1,692,267$1,619,384▼ $72,883
Accounts Receivable$370,809$357,342▼ $13,467
Prepaid Expenses and Deferred Charges$45,789$41,324▼ $4,465
Land, Buildings, and Equipment, Net$630$1,958▲ $1,328
Total Assets$21,341,044$22,410,059▲ $1,069,015
Liabilities
Accounts Payable and Accrued Expenses$114,417$107,851▼ $6,566
Deferred Revenue$14,000$10,500▼ $3,500
Total Liabilities$128,417$118,351▼ $10,066
Net Assets / Fund Balance
Unrestricted Net Assets$21,212,627$22,291,708▲ $1,079,081
Total Net Assets Fund Balance$21,212,627$22,291,708▲ $1,079,081
Total Liabilities and Net Assets / Fund Balance$21,341,044$22,410,059▲ $1,069,015

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,958$32,123$34,081
Other Securities$2,171,944--
Compensation and Service Providers
Top Officer Pay51st percentile

Employees

NameTitleBaseTotal
Steve SpazianiTrustee$207$207
Joshua FitzwaterTrustee$69$69

Board Members and Trustees

NameTitle
Lindsay T MillsTrustee
Michael J SincockTrustee
Ernest a HartmanTrustee/fund Administrator
Bruce CondieTrustee/secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,634,645
Investment Income
$526,618
Other Revenue
$47,442
Change in Net Assets
$717,841

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,208,705
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$361,240
Total Revenue per Audited Statements
$4,569,945
Total Revenue per Form 990
$4,208,705
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$401,306
Salaries, Compensation, and Employee Benefits$104,152
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,985,406
Fees for Service Investment Mgmnt Fees---$112,027
Fees for Services Legal---$56,986
Other Salaries and Wages---$54,800
Other Employee Benefits---$41,243
Fees for Services Accounting---$29,173
Occupancy---$22,125
Other Expenses---$15,792
Fees for Services Other---$15,224
Insurance---$13,562
Office Expenses---$12,561
Payroll Taxes---$7,833
Current Officers, Directors, Trustees, and Key Employees---$276
Total Functional Expenses$0$0$0$3,490,864

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,490,864
Total Expenses per Audited Statements$3,490,864
Total Expenses per Form 990$3,490,864
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Form 990 is reviewed and approved by the fund manager and fund administrator prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Conflict of interest statements are signed annually at a trustee meeting.”

Form 990, Part VI, Section C, Line 19

“Documents are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Ibew Local 139 Welfare Fund
EIN
16-0839767
Phone
6077321237
Address
415 W SECOND STREET, ELMIRA, NY 14901

Signing Officer

Name
Robert Holden
Title
Fund Administrator
Phone
6077321237
Signed
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Holden
Formed
1960
Legal Domicile
Ny
Voting Board Members
6
Independent Board Members
6
Employees
33
Volunteers
0

Preparer

Firm
Mengel Metzger Barr & Co Llp
Address
333 EAST WATER ST STE 200, ELMIRA, NY 14901
Preparer
Judith G Mcintosh CPA
Phone
6077344183
Supplemental Narrative

Additional Explanations

FORM 990,PART XII, LINE 2C:

“The process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“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, 2017, 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, 2014.”

Raw XML Appendix389 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING 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, 2017, 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, 2014.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01958
IRS990ScheduleD/TotalBookValueSecuritiesAmt02171944
IRS990ScheduleD/TotalExpensesPerForm990Amt03490864
IRS990ScheduleD/TotalRevenuePerForm990Amt04208705
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04569945
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03490864
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED AND APPROVED BY THE FUND MANAGER AND FUND ADMINISTRATOR PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CONFLICT OF INTEREST STATEMENTS ARE SIGNED ANNUALLY AT A TRUSTEE MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DOCUMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990,PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW 139 EDUCATIONAL AND TRAINING TRUST FUND AGREEMENT
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL #139 BUILDING CORPORA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0166056237
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1160799784
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2161135246
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2501(C)(2)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1ORGANIZING WORKERS IN ELECTRICAL INDUSTRY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE FACILITIES FOR USE OF THE MEMBERS OF IBEW LOCAL #139
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0508 COLLEGE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt1508 COLLEGE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt2508 COLLEGE AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2ELMIRA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2NY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd014901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd114901
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd214901
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt022125
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0FMV OF RENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0IBEW BUILDING CORPORATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt021341044
IRS990/TotalAssetsEOYAmt022410059
IRS990/TotalAssetsGrp/BOYAmt021341044
IRS990/TotalAssetsGrp/EOYAmt022410059
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt033
IRS990/TotalFunctionalExpensesGrp/TotalAmt03490864
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0128417
IRS990/TotalLiabilitiesEOYAmt0118351
IRS990/TotalLiabilitiesGrp/BOYAmt0128417
IRS990/TotalLiabilitiesGrp/EOYAmt0118351
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt021212627
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt022291708
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03490864
IRS990/TotalProgramServiceRevenueAmt03634645
IRS990/TotalReportableCompFromOrgAmt0276
IRS990/TotalRevenueGrp/ExclusionAmt0350907
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt03857798
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04208705
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt021341044
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt022410059
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt021212627
IRS990/UnrestrictedNetAssetsGrp/EOYAmt022291708
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0415 W SECOND STREET
IRS990/USAddress/CityNm0ELMIRA
IRS990/USAddress/StateAbbreviationCd0NY
IRS990/USAddress/ZIPCd014901
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT HOLDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0FUND ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06077321237
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW LOCAL 139 WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0160839767
ReturnHeader/Filer/PhoneNum06077321237
ReturnHeader/Filer/USAddress/AddressLine1Txt0415 W SECOND STREET
ReturnHeader/Filer/USAddress/CityNm0ELMIRA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd014901
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02CFD7D2AC1511B9DDEFABC4F698368CCED9812E7
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0508860081B445D342F8AFF1A056C284EC79525E8
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.39.170.123
ReturnHeader/FilingSecurityInformation/IPDt02017-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0ES
ReturnHeader/FilingSecurityInformation/IPTm009:02:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0161092347
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENGEL METZGER BARR & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0333 EAST WATER ST STE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ELMIRA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd014901
ReturnHeader/PreparerPersonGrp/PhoneNum06077344183
ReturnHeader/PreparerPersonGrp/PreparationDt02017-11-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JUDITH G MCINTOSH CPA
ReturnHeader/ReturnTs02017-11-09T14:22:01-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$22,410,059
Liabilities
$118,351
Net assets
$22,291,708
Revenue
$4,208,705
Expenses
$3,490,864
Net income
$717,841
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$28.4$0.19$28.2$5.98$5.49$0.48
2024Detailed filing. Detailed filing data is available for this year.$26.8$0.23$26.6$5.54$5.61$0.07
2023Detailed filing. Detailed filing data is available for this year.$26.9$0.28$26.6$4.99$5.06$0.08
2022Detailed filing. Detailed filing data is available for this year.$27.1$0.21$26.9$5.17$4.67$0.50
2021Detailed filing. Detailed filing data is available for this year.$29.9$0.12$29.7$6.14$4.18$1.96
2020Detailed filing. Detailed filing data is available for this year.$26.6$0.14$26.5$5.77$4.26$1.51
2019Detailed filing. Detailed filing data is available for this year.$24.7$0.19$24.6$4.78$4.00$0.78
2018Detailed filing. Detailed filing data is available for this year.$23.2$0.11$23.1$4.60$3.80$0.80
2017Detailed filing. Detailed filing data is available for this year.$22.4$0.12$22.3$4.21$3.49$0.72
2016Detailed filing. Detailed filing data is available for this year.$21.3$0.13$21.2$3.56$3.52$0.04
2015Detailed filing. Detailed filing data is available for this year.$21.2$0.14$21.1$4.65$2.99$1.66
2014Detailed filing. Detailed filing data is available for this year.$20.5$0.27$20.2$5.70$2.78$2.92
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.0$0.16$16.8$2.85
2012Summary only. Only limited summary data is available for this year.$14.9$0.16$14.7$4.70$2.48$2.22
2011Summary only. Only limited summary data is available for this year.$13.0$0.29$12.7$4.68$2.30$2.39