Civic Intelligence

Ibew 1158 Welfare Plan Fund

990 • Fiscal year 2024 • EIN 22-7051778

Jan 01, 2024 to Dec 31, 2024 • Filed on Nov 14, 2025

Organization ProfileIBEW1158.COM

View Organization Page

1149 Bloomfield AvenueClifton, NJ 07012

(973) 773-3336

Siviq Scores

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

Liabilities / Assets

56th percentile

0.03x

Higher debt load relative to assets than 56% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

58th percentile

0.05x

Higher debt load relative to revenue than 58% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

82nd percentile

31%

Higher net margin than 82% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

97th percentile

$638,827

Higher top officer pay than 97% of similar nonprofits.

Top officer pay equals 12.5% of source-year revenue.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

81st percentile

21%

Faster asset growth than 81% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

46th percentile

5.5%

Faster revenue growth than 46% of similar nonprofits.

2024 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$8,148,761

Up $1,439,812 (+21%) from 2023

Net Assets

Up

$7,899,293

Up $1,511,741 (+24%) from 2023

Liabilities

Down

$249,468

Down $71,929 (-22%) from 2023

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin82nd percentile

Revenue

Up

$5,108,014

Up $267,580 (+5.5%) from 2023

Expenses

Down

$3,549,451

Down $28,299 (-0.8%) from 2023

Net Income

Up

$1,558,563

Up $295,879 (+23%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$10M$5.0M$0Assets 2010: $1,563,787Liabilities 2010: $468,399Net Assets 2010: $1,095,3882010Assets 2011: $1,649,535Liabilities 2011: $219,048Net Assets 2011: $1,430,4872011Assets 2012: $2,278,478Liabilities 2012: $219,833Net Assets 2012: $2,058,6452012Assets 2013: $2,378,716Liabilities 2013: $18,505Net Assets 2013: $2,360,2112013Assets 2014: $2,833,464Liabilities 2014: $17,578Net Assets 2014: $2,815,8862014Assets 2015: $2,427,799Liabilities 2015: $15,758Net Assets 2015: $2,412,0412015Assets 2016: $2,444,739Liabilities 2016: $6,231Net Assets 2016: $2,438,5082016Assets 2017: $2,511,863Liabilities 2017: $16,932Net Assets 2017: $2,494,9312017Assets 2018: $2,454,248Liabilities 2018: $24,784Net Assets 2018: $2,429,4642018Assets 2019: $2,959,047Liabilities 2019: $18,692Net Assets 2019: $2,940,3552019Assets 2020: $3,613,505Liabilities 2020: $34,552Net Assets 2020: $3,578,9532020Assets 2021: $3,981,184Liabilities 2021: $23,416Net Assets 2021: $3,957,7682021Assets 2022: $5,425,972Liabilities 2022: $354,862Net Assets 2022: $5,071,1102022Assets 2023: $6,708,949Liabilities 2023: $321,397Net Assets 2023: $6,387,5522023Assets 2024: $8,148,761Liabilities 2024: $249,468Net Assets 2024: $7,899,2932024

Highlighted filing

2024

Assets$8,148,761
Liabilities$249,468
Net Assets$7,899,293
Open 2024 Filing

Operations Trend

Revenue Growth46th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2010: $3,686,087Expenses 2010: $3,570,343Net Income 2010: $115,7442010Revenue 2011: $3,827,784Expenses 2011: $3,488,894Net Income 2011: $338,8902011Revenue 2012: $4,100,918Expenses 2012: $3,474,679Net Income 2012: $626,2392012Revenue 2013: $3,545,609Expenses 2013: $3,240,167Net Income 2013: $305,4422013Revenue 2014: $3,671,427Expenses 2014: $3,222,287Net Income 2014: $449,1402014Revenue 2015: $2,862,745Expenses 2015: $3,253,142Net Income 2015: -$390,3972015Revenue 2016: $3,250,534Expenses 2016: $3,174,668Net Income 2016: $75,8662016Revenue 2017: $3,295,437Expenses 2017: $3,254,097Net Income 2017: $41,3402017Revenue 2018: $3,208,771Expenses 2018: $3,225,942Net Income 2018: -$17,1712018Revenue 2019: $3,644,304Expenses 2019: $3,317,850Net Income 2019: $326,4542019Revenue 2020: $3,711,405Expenses 2020: $3,066,608Net Income 2020: $644,7972020Revenue 2021: $3,611,873Expenses 2021: $3,131,174Net Income 2021: $480,6992021Revenue 2022: $4,466,579Expenses 2022: $3,188,256Net Income 2022: $1,278,3232022Revenue 2023: $4,840,434Expenses 2023: $3,577,750Net Income 2023: $1,262,6842023Revenue 2024: $5,108,014Expenses 2024: $3,549,451Net Income 2024: $1,558,5632024

Highlighted filing

2024

Revenue$5,108,014
Expenses$3,549,451
Net Income$1,558,563
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$8,739,167
Mission and Program Overview

Mission

To provide medical and other benefits to covered members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,387,552$7,899,293▲ $1,511,741
Investments Other Securities$4,113,904$5,096,975▲ $983,071
Cash and Non-Interest-Bearing Accounts$1,440,313$1,817,752▲ $377,439
Savings and Temporary Cash Investments$342,799$542,000▲ $199,201
Accounts Receivable$380,016$306,329▼ $73,687
Prepaid Expenses and Deferred Charges$306,554$208,274▼ $98,280
Intangible Assets$30,000$82,500▲ $52,500
Land, Buildings, and Equipment, Net$16,253$12,786▼ $3,467
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,708,949$8,148,761▲ $1,439,812
Other Assets Total$79,110$82,145▲ $3,035
Liabilities
Accounts Payable and Accrued Expenses$120,628$139,641▲ $19,013
Other Liabilities$200,769$109,827▼ $90,942
Total Liabilities$321,397$249,468▼ $71,929
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,387,552$7,899,293▲ $1,511,741
Total Liabilities and Net Assets / Fund Balance$6,708,949$8,148,761▲ $1,439,812

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$12,786$122,449$135,235
Other Securities$4,889--
Compensation and Service Providers
Top Officer Pay97th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
George SerioAdministratorPT$215,009$116,666$215,009
Joseph P CalabroAssistant AdministratorPT$106,713$532,114$106,713
Michael TortorelliEmployeePT$91,883$91,883$91,883
Christine FawcettOffice ManagerPT$89,190$77,134$89,190

Board Members and Trustees

NameTitle
Chris TaylorTrustee
Debra MarvelTrustee
Kc JeffersonTrustee
Stacey SclafaniTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,879,421
Investment Income
$292,430
Other Revenue
$1,936,163
Change in Net Assets
$1,558,563

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,094,045
Revenue Not Reported on Financial Statements
$13,969
Revenue Not Reported on Form 990
$-46,822
Total Revenue per Audited Statements
$5,047,223
Total Revenue per Form 990
$5,108,014
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$1,152,804
Other Expenses$368,593
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,028,054
Other Salaries and Wages---$892,979
Other Employee Benefits---$112,189
Payroll Taxes---$87,557
Occupancy---$78,471
Fees for Services Accounting---$64,800
Fees for Services Other---$63,209
Pension Plan Contributions---$60,079
Fees for Services Legal---$58,530
Insurance---$31,242
Office Expenses---$21,278
Information Technology---$14,097
Fees for Service Investment Mgmnt Fees---$13,969
Depreciation Depletion---$12,928
Conferences and Meetings---$4,242
Interest---$1,653
Other Expenses---$763
Total Functional Expenses$0$0$0$3,549,451

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,549,451
Expenses per Audited Statements$3,535,482
Total Expenses per Audited Statements$3,535,482
Expenses Not Reported on Financial Statements$13,969
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability-net of Current Portion$109,827
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 35% controlled entity
No
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 A, Line 6

“The union local consists of approximately 4,225 members.”

Form 990, Part VI, Section A, Line 7A

“The union consists of approximately 4,225 members who vote for members of the union's executive board.”

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

“Form 990 is prepared by an outside cpa firm. The completed form 990 is reviewed in detail by the administrator, assistant administrator and a trustee prior to filing.”

Form 990, Part VI, Section C, Line 19

“A summary annual report is mailed out to members/participants and all documentation is available for inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Ibew 1158 Welfare Plan Fund
EIN
22-7051778
Phone
9737733336
Address
1149 BLOOMFIELD AVENUE, CLIFTON, NJ 07012

Signing Officer

Name
George Serio
Title
Administrator
Phone
9737733336
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Serio
Formed
1976
Legal Domicile
Nj
Voting Board Members
3
Independent Board Members
3
Employees
8
Volunteers
0

Preparer

Firm
Rrbb Advisors LLC
Address
265 DAVIDSON AVE SUITE 210, SOMERSET, NJ 08873
Preparer
Gary Sherman
Phone
9082311000
Raw XML AppendixShowing 400 of 509 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.

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IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0162015
IRS990/PYOtherExpensesAmt0491929
IRS990/PYOtherRevenueAmt01914902
IRS990/PYProgramServiceRevenueAmt02763517
IRS990/PYRevenuesLessExpensesAmt01262684
IRS990/PYSalariesCompEmpBnftPaidAmt01037480
IRS990/PYTotalExpensesAmt03577750
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04840434
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt01558563
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt05108014
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06387552
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07899293
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0342799
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0542000
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt013969
IRS990ScheduleD/ExpensesSubtotalAmt03535482
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt013969
IRS990ScheduleD/InvestmentExpensesNotIncldAmt013969
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-46822
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt012786
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0122449
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0135235
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0109827
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY-NET OF CURRENT PORTION
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt03985941
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11106145
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt24889
IRS990ScheduleD/OtherSecuritiesGrp/Desc0MUTUAL FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/Desc1U.S.GOVERNMENT SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/Desc2ACCRUED INVESTMENT INCOME RECEIVABLE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/RevenueNotReportedAmt0-46822
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt013969
IRS990ScheduleD/RevenueSubtotalAmt05094045
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012786
IRS990ScheduleD/TotalBookValueSecuritiesAmt05096975
IRS990ScheduleD/TotalExpensesPerForm990Amt03549451
IRS990ScheduleD/TotalLiabilityAmt0109827
IRS990ScheduleD/TotalRevenuePerForm990Amt05108014
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05047223
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03535482
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0106713
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1215009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt291883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt389190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0532114
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1116666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt291883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt377134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4161865
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH P CALABRO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1GEORGE SERIO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2MICHAEL TORTORELLI
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3CHRISTINE FAWCETT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4CHRIS TAYLOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0ASSISTANT ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2EMPLOYEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3OFFICE MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0106713
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1215009
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt291883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt389190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0532114
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1116666
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt291883
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt377134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4161865
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SubstantiationRequiredInd01
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE UNION LOCAL CONSISTS OF APPROXIMATELY 4,225 MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION CONSISTS OF APPROXIMATELY 4,225 MEMBERS WHO VOTE FOR MEMBERS OF THE UNION'S EXECUTIVE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PREPARED BY AN OUTSIDE CPA FIRM. THE COMPLETED FORM 990 IS REVIEWED IN DETAIL BY THE ADMINISTRATOR, ASSISTANT ADMINISTRATOR AND A TRUSTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A SUMMARY ANNUAL REPORT IS MAILED OUT TO MEMBERS/PARTICIPANTS AND ALL DOCUMENTATION IS AVAILABLE FOR INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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 LOCAL 1158
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL 1158 IBEW PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2IBEW LOCAL 1158 ANNUITY PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0220886457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1222021330
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2220886457
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C) 5

Document Assets

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Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,148,761
Liabilities
$249,468
Net assets
$7,899,293
Revenue
$5,108,014
Expenses
$3,549,451
Net income
$1,558,563
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.15$0.25$7.90$5.11$3.55$1.56
2023Detailed filing. Detailed filing data is available for this year.$6.71$0.32$6.39$4.84$3.58$1.26
2022Detailed filing. Detailed filing data is available for this year.$5.43$0.35$5.07$4.47$3.19$1.28
2021Detailed filing. Detailed filing data is available for this year.$3.98$0.02$3.96$3.61$3.13$0.48
2020Detailed filing. Detailed filing data is available for this year.$3.61$0.03$3.58$3.71$3.07$0.64
2019Detailed filing. Detailed filing data is available for this year.$2.96$0.02$2.94$3.64$3.32$0.33
2018Detailed filing. Detailed filing data is available for this year.$2.45$0.02$2.43$3.21$3.23$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.51$0.02$2.49$3.30$3.25$0.04
2016Detailed filing. Detailed filing data is available for this year.$2.44$0.01$2.44$3.25$3.17$0.08
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.02$2.41$2.86$3.25$0.39
2014Detailed filing. Detailed filing data is available for this year.$2.83$0.02$2.82$3.67$3.22$0.45
2013Summary only. Only limited summary data is available for this year.$2.38$0.02$2.36$3.55$3.24$0.31
2012Summary only. Only limited summary data is available for this year.$2.28$0.22$2.06$4.10$3.47$0.63
2011Summary only. Only limited summary data is available for this year.$1.65$0.22$1.43$3.83$3.49$0.34
2010Summary only. Only limited summary data is available for this year.$1.56$0.47$1.10$3.69$3.57$0.12