Civic Intelligence

Neca-Ibew 701 Labor Management

EIN 36-4017836 • 501(c)5 • Warrenville, IL

Profile

Further labor-mgmt cooperation

28600 Bella Vista Parkway 1010Warrenville, IL 60555

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

54th percentile

0.01x

Higher debt load relative to assets than 54% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

58th percentile

0.03x

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

501(c)5 • $1M-$5M nonprofits • Source year 2025

Net Margin

33rd percentile

1.4%

Higher net margin than 33% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

69th percentile

$153,458

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 24.2% of source-year revenue.

501(c)5 • $1M-$5M nonprofits • Source year 2025

Asset Growth

42nd percentile

3.4%

Faster asset growth than 42% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Revenue Growth

23rd percentile

-1.8%

Faster revenue growth than 23% of similar nonprofits.

501(c)5 • $1M-$5M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$1,645,000

Up $54,451 (+3.4%) from 2024

Liabilities

Down

$16,752

Down $19,188 (-53%) from 2024

Net Assets

Up

$1,628,248

Up $73,639 (+4.7%) from 2024

Operations
Liabilities / Revenue58th percentileNet Margin33rd percentile

Revenue

Down

$634,738

Down $11,844 (-1.8%) from 2024

Expenses

Down

$625,914

Down $125,700 (-17%) from 2024

Net Income

Up

$8,824

Up $113,856 (+108%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth42nd percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$2.0M$1.5M$1.0M$500K$0Assets 2021: $1,495,424Liabilities 2021: $60,296Net Assets 2021: $1,435,1282021Assets 2022: $1,504,083Liabilities 2022: $9,795Net Assets 2022: $1,494,2882022Assets 2023: $1,565,414Liabilities 2023: $12,616Net Assets 2023: $1,552,7982023Assets 2024: $1,590,549Liabilities 2024: $35,940Net Assets 2024: $1,554,6092024Assets 2025: $1,645,000Liabilities 2025: $16,752Net Assets 2025: $1,628,2482025

Highlighted filing

2025

Assets$1,645,000
Liabilities$16,752
Net Assets$1,628,248
Open 2025 Filing

Operations Trend

Revenue Growth23rd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2021: $515,159Expenses 2021: $508,031Net Income 2021: $7,1282021Revenue 2022: $662,856Expenses 2022: $525,690Net Income 2022: $137,1662022Revenue 2023: $659,246Expenses 2023: $531,732Net Income 2023: $127,5142023Revenue 2024: $646,582Expenses 2024: $751,614Net Income 2024: -$105,0322024Revenue 2025: $634,738Expenses 2025: $625,914Net Income 2025: $8,8242025

Highlighted filing

2025

Revenue$634,738
Expenses$625,914
Net Income$8,824
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,645,000
Liabilities
$16,752
Net assets
$1,628,248
Revenue
$634,738
Expenses
$625,914
Net income
$8,824
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.65$0.02$1.63$0.63$0.63$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.04$1.55$0.65$0.75$0.11
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.57$0.01$1.55$0.66$0.53$0.13
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.01$1.49$0.66$0.53$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.50$0.06$1.44$0.52$0.51$0.01
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Mar 16, 2026
Return Version
2024v5.5
Gross Receipts
$793,411
Mission and Program Overview

Mission

Further labor-mgmt cooperation

Further labor-management cooperation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,201,199$1,284,843▲ $83,644
Cash and Non-Interest-Bearing Accounts$214,922$190,237▼ $24,685
Savings and Temporary Cash Investments$117,453$119,728▲ $2,275
Accounts Receivable$41,517$39,940▼ $1,577
Prepaid Expenses and Deferred Charges$8,959$9,192▲ $233
Land, Buildings, and Equipment, Net$6,499$1,060▼ $5,439
Total Assets$1,590,549$1,645,000▲ $54,451
Liabilities
Deferred Revenue$20,000--
Accounts Payable and Accrued Expenses$15,940$16,752▲ $812
Total Liabilities$35,940$16,752▼ $19,188
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,554,609$1,628,248▲ $73,639
Total Net Assets Fund Balance$1,554,609$1,628,248▲ $73,639
Total Liabilities and Net Assets / Fund Balance$1,590,549$1,645,000▲ $54,451

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$1,060$77,144$78,204
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Karyn CharvatExecutive DirectorFT$123,052$30,406$153,458
Lee CernyDirector-$608$582$1,190
James NicholsDirector-$577$551$1,128

Board Members and Trustees

NameTitle
Kelly LestinaDirector
Ken BronskiDirector
Peter Cattaneo JrDirector
Tony GiuntiDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$20,000
Program Service Revenue
$578,140
Investment Income
$36,598
Other Revenue
$0
Change in Net Assets
$8,824

Audited Revenue Reconciliation

Revenue per Audited Statements
$622,151
Revenue Not Reported on Financial Statements
$12,587
Revenue Not Reported on Form 990
$64,815
Total Revenue per Audited Statements
$686,966
Total Revenue per Form 990
$634,738
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$307,927
Salaries, Compensation, and Employee Benefits$296,668
Grants and Similar Amounts Paid$21,319
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages---$211,301
Occupancy---$47,878
Other Employee Benefits---$44,106
Payments to Affiliates---$41,287
Advertising---$40,984
Office Expenses---$34,442
Pension Plan Contributions---$22,352
Insurance---$18,057
Payroll Taxes---$16,591
Conferences and Meetings---$14,477
Fees for Service Investment Mgmnt Fees---$12,587
Grants to Domestic Orgs---$11,787
Fees for Services Accounting---$10,000
Grants to Domestic Individuals---$9,532
Depreciation Depletion---$5,439
Current Officers, Directors, Trustees, and Key Employees---$2,318
Other Expenses---$1,428
Travel---$1,139
All Other Expenses---$400
Total Functional Expenses$0$0$0$625,914

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$625,914
Expenses per Audited Statements$613,327
Total Expenses per Audited Statements$613,327
Expenses Not Reported on Financial Statements$12,587
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 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
Yes
Other officer compensation reviewed
Yes
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

“Line 6 explanation - THE FUND'S MEMBERS CONSIST OF PARTICIPANTS WHO BENEFIT FROM THE IMPROVED COMMUNICATION BETWEEN LABOR & MANAGEMENT, WHO MAKE DECISIONS THAT AFFECT THEIR WORKING LIVES.”

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

“The trustees authorize the fund's director and designated trustee to review the form 990 before it is filed.”

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

“In no event may the trustees or any fiduciary of the plan engage in "prohibited" transactions." any transactions that may be potential conflicts of interest or potential prohibited transactions are required to be brought to the attention of the entire board for review and discussion with the organization's legal counsel. In addition, periodic statements disclosing potential conflicts of interest are submitted by the director and union trustees.”

Form 990, Part VI, Section B, line 15

“The executive director is paid in accordance with the agreement established by the board of directors. The other full time employee of the fund compensation is determined annually by the board of directors.”

Form 990, Part VI, Section C, line 19

“Participants are able to request the auditor's report and other financial information from the fund office.”

Filing and Contact Details

Filer

Filer Name
Neca-ibew 701 Labor Management
EIN
36-4017836
Phone
6303931701
Address
28600 BELLA VISTA PARKWAY 1010, WARRENVILLE, IL 60555

Signing Officer

Name
frank furco
Title
director
Phone
6303931701
Signed
2026-03-16
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
4
Employees
6
Volunteers
0

Preparer

Firm
Calibre CPA Group Pllc
Address
230 W Monroe Street, CHICAGO, IL 60606
Preparer
Corey Bilkey
Phone
3126550037
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:

“As of may 31, 2025, there were 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 the taxing jurisdictions; however there are currently no audits for any tax period in progress. At may 31, 2025 the plan is no longer subject to income tax examinations for years prior to the fiscal year ended may 31, 2022.”

Raw XML Appendix371 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
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt015940
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt016752
IRS990/AccountsReceivableGrp/BOYAmt041517
IRS990/AccountsReceivableGrp/EOYAmt039940
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0FURTHER LABOR-MANAGEMENT COOPERATION
IRS990/AdvertisingGrp/TotalAmt040984
IRS990/AllOtherExpensesGrp/TotalAmt0400
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0LAUREN MESICH
IRS990/BooksInCareOfDetail/PhoneNum06303931701
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt028600 BELLA VISTA PARKWAY
IRS990/BooksInCareOfDetail/USAddress/CityNm0WARRENVILLE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IL
IRS990/BooksInCareOfDetail/USAddress/ZIPCd060555
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0214922
IRS990/CashNonInterestBearingGrp/EOYAmt0190237
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt02318
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConferencesMeetingsGrp/TotalAmt014477
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt020000
IRS990/CYGrantsAndSimilarPaidAmt021319
IRS990/CYInvestmentIncomeAmt036598
IRS990/CYOtherExpensesAmt0307927
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0578140
IRS990/CYRevenuesLessExpensesAmt08824
IRS990/CYSalariesCompEmpBnftPaidAmt0296668
IRS990/CYTotalExpensesAmt0625914
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0634738
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt020000
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt05439
IRS990/Desc0THE LMCC WAS ESTABLISHED TO PROVIDE FINANCIAL AND OTHER SUPPORT FOR NECA-IBEW LCL 701 PROGRAMS. IT PROMOTES AND IMPROVES COMMUNICATION BETWEEN LABOR & MANAGEMENT THROUGH THE ENHANCEMENT OF WORKER INVOLVEMENT IN MAKING DECISIONS THAT AFFECT THEIR WORKING LIVES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt06
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt010000
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt012587
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt03.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt13.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt23.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt33.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt43.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt53.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1582
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt4551
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt630406
IRS990/Form990PartVIISectionAGrp/PersonNm0Tony Giunti
IRS990/Form990PartVIISectionAGrp/PersonNm1Lee Cerny
IRS990/Form990PartVIISectionAGrp/PersonNm2PETER CATTANEO JR
IRS990/Form990PartVIISectionAGrp/PersonNm3Ken Bronski
IRS990/Form990PartVIISectionAGrp/PersonNm4James Nichols
IRS990/Form990PartVIISectionAGrp/PersonNm5Kelly Lestina
IRS990/Form990PartVIISectionAGrp/PersonNm6KARYN CHARVAT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt1608
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt4577
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6123052
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6EXECUTIVE DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt09532
IRS990/GrantsToDomesticOrgsGrp/TotalAmt011787
IRS990/GrantsToIndividualsInd01
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0158673
IRS990/GrossReceiptsAmt0793411
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt04
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt018057
IRS990/InvestmentIncomeGrp/ExclusionAmt036598
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt036598
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01201199
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01284843
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt077144
IRS990/LandBldgEquipBasisNetGrp/BOYAmt06499
IRS990/LandBldgEquipBasisNetGrp/EOYAmt01060
IRS990/LandBldgEquipCostOrOtherBssAmt078204
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0158673
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0FURTHER LABOR-MGMT COOPERATION
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01554609
IRS990/NetAssetsOrFundBalancesEOYAmt01628248
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt064815
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt01554609
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt01628248
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt047878
IRS990/OfficeExpensesGrp/TotalAmt034442
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt044106
IRS990/OtherExpensesGrp/Desc0LAB FEES
IRS990/OtherExpensesGrp/Desc1Training Development
IRS990/OtherExpensesGrp/Desc2INCENTIVE PROGRAM
IRS990/OtherExpensesGrp/Desc3UCC FILING FEE
IRS990/OtherExpensesGrp/TotalAmt048705
IRS990/OtherExpensesGrp/TotalAmt127385
IRS990/OtherExpensesGrp/TotalAmt23719
IRS990/OtherExpensesGrp/TotalAmt31428
IRS990/OtherSalariesAndWagesGrp/TotalAmt0211301
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt041287
IRS990/PayrollTaxesGrp/TotalAmt016591
IRS990/PensionPlanContributionsGrp/TotalAmt022352
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt08959
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09192
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0578140
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0578140
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0140518
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt021343
IRS990/PYInvestmentIncomeAmt039786
IRS990/PYOtherExpensesAmt0299894
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0606796
IRS990/PYRevenuesLessExpensesAmt0-105032
IRS990/PYSalariesCompEmpBnftPaidAmt0289859
IRS990/PYTotalExpensesAmt0751614
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0646582
IRS990/ReconcilationRevenueExpnssAmt08824
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RelatedOrganizationsAmt020000
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0117453
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0119728
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt01060
IRS990ScheduleD/EquipmentGrp/DepreciationAmt077144
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt078204
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012587
IRS990ScheduleD/ExpensesSubtotalAmt0613327
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012587
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012587
IRS990ScheduleD/NetUnrealizedGainsInvstAmt064815
IRS990ScheduleD/RevenueNotReportedAmt064815
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012587
IRS990ScheduleD/RevenueSubtotalAmt0622151
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF MAY 31, 2025, THERE WERE 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 THE TAXING JURISDICTIONS; HOWEVER THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIOD IN PROGRESS. AT MAY 31, 2025 THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2022.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01060
IRS990ScheduleD/TotalExpensesPerForm990Amt0625914
IRS990ScheduleD/TotalRevenuePerForm990Amt0634738
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0686966
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0613327
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0no one receipiant received over $5,000 in grants or other assistance
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES ASSISTANCE TO VARIOUS ORGANIZATIONS THROUGH DONATIONS DURING THE YEAR. DONATIONS ARE APPROVED BY THE GOVERNING BODY UPON REVIEW OF SUBMITTED DONATION REQUESTS FROM VARIOUS ORGANIZATIONS
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Part I, Line 2:
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0123052
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt06630
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt023776
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0KARYN CHARVAT
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0EXECUTIVE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0153458
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Line 6 explanation - THE FUND'S MEMBERS CONSIST OF PARTICIPANTS WHO BENEFIT FROM THE IMPROVED COMMUNICATION BETWEEN LABOR & MANAGEMENT, WHO MAKE DECISIONS THAT AFFECT THEIR WORKING LIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES AUTHORIZE THE FUND'S DIRECTOR AND DESIGNATED TRUSTEE TO REVIEW THE FORM 990 BEFORE IT IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2IN NO EVENT MAY THE TRUSTEES OR ANY FIDUCIARY OF THE PLAN ENGAGE IN "PROHIBITED" TRANSACTIONS." ANY TRANSACTIONS THAT MAY BE POTENTIAL CONFLICTS OF INTEREST OR POTENTIAL PROHIBITED TRANSACTIONS ARE REQUIRED TO BE BROUGHT TO THE ATTENTION OF THE ENTIRE BOARD FOR REVIEW AND DISCUSSION WITH THE ORGANIZATION'S LEGAL COUNSEL. IN ADDITION, PERIODIC STATEMENTS DISCLOSING POTENTIAL CONFLICTS OF INTEREST ARE SUBMITTED BY THE DIRECTOR AND UNION TRUSTEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE EXECUTIVE DIRECTOR IS PAID IN ACCORDANCE WITH THE AGREEMENT ESTABLISHED BY THE BOARD OF DIRECTORS. THE OTHER FULL TIME EMPLOYEE OF THE FUND COMPENSATION IS DETERMINED ANNUALLY BY THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, Line 2c:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01590549
IRS990/TotalAssetsEOYAmt01645000
IRS990/TotalAssetsGrp/BOYAmt01590549
IRS990/TotalAssetsGrp/EOYAmt01645000
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalContributionsAmt020000
IRS990/TotalEmployeeCnt06
IRS990/TotalFunctionalExpensesGrp/TotalAmt0625914
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035940
IRS990/TotalLiabilitiesEOYAmt016752
IRS990/TotalLiabilitiesGrp/BOYAmt035940
IRS990/TotalLiabilitiesGrp/EOYAmt016752
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01554609
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01628248
IRS990/TotalOtherCompensationAmt031539
IRS990/TotalProgramServiceRevenueAmt0578140
IRS990/TotalReportableCompFromOrgAmt0124237
IRS990/TotalRevenueGrp/ExclusionAmt036598
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0578140
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0634738
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01590549
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01645000
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt01139
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt028600 BELLA VISTA PARKWAY 1010
IRS990/USAddress/CityNm0WARRENVILLE
IRS990/USAddress/StateAbbreviationCd0IL
IRS990/USAddress/ZIPCd060555
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0frank furco
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0director
ReturnHeader/BusinessOfficerGrp/PhoneNum06303931701
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-03-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NECA-IBEW 701 LABOR MANAGEMENT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0COOPERATION COMMITTEE
ReturnHeader/Filer/BusinessNameControlTxt0NECA
ReturnHeader/Filer/EIN0364017836
ReturnHeader/Filer/PhoneNum06303931701
ReturnHeader/Filer/USAddress/AddressLine1Txt028600 BELLA VISTA PARKWAY 1010
ReturnHeader/Filer/USAddress/CityNm0WARRENVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd060555
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470900880
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CALIBRE CPA GROUP PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0230 W Monroe Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHICAGO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd060606
ReturnHeader/PreparerPersonGrp/PhoneNum03126550037
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0COREY BILKEY
ReturnHeader/ReturnTs02026-03-16T14:45:36-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.