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Local No 840 I B E W Health Insurance Plan

  • Geneva, NY
  • Tax-exempt since June 2007
  • EIN: 33-1118241

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$4.21M (2023)

Expenses
$3.09M (2023)

Total Assets
$6.29M (2023)

Total Liabilities
$99.1k (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,207,545
Expenses
$3,091,283
Net Income
$1,116,262
Net Assets
$6,187,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,129,312
98.1%
Investment Income $67,664
1.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $10,569
0.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $6,286,974
Total Liabilities $99,053
Net Assets $6,187,921
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Oppedisano (Trustee) $0 $0 $0
Nick Oppedisano (Trustee) $0 $0 $0
Randy Knapp (Trustee) $0 $0 $0
Michael D Smith (Trustee) $0 $0 $0
Patrick Connor (Trustee) $0 $0 $0
Steve Ross (Trustee) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $66,518 $28,461
+ View more people

Document Links

990
Filed on Oct. 16, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,485,878
Expenses
$2,939,954
Net Income
$545,924
Net Assets
$5,024,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,483,656
99.9%
Investment Income $2,222
0.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,104,195
Total Liabilities $79,200
Net Assets $5,024,995
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Oppedisano (Trustee) $0 $0 $0
Nick Oppedisano (Trustee) $0 $0 $0
Randy Knapp (Trustee) $0 $0 $0
Michael D Smith (Trustee) $0 $0 $0
Patrick Connor (Trustee) $0 $0 $0
Ryan Davis (Trustee Until 6/22) $0 $0 $0
Charles Randall (Trustee As Of 6/22) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $58,746 $26,656
+ View more people

Document Links

990
Filed on Sept. 15, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,518,829
Expenses
$2,638,305
Net Income
$880,524
Net Assets
$4,479,071
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,518,744
100.0%
Investment Income $85
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,516,954
Total Liabilities $37,883
Net Assets $4,479,071
Compensation
Key Employees and Officers Compensation Related Other
Marilyn Oppedisano (Trustee) $0 $0 $0
Michael D Smith (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
Charles Randall (Trustee) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $49,496 $25,607
+ View more people

Document Links

990
Filed on Oct. 11, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,956,242
Expenses
$2,314,862
Net Income
$641,380
Net Assets
$3,598,547
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,956,157
100.0%
Investment Income $85
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,660,366
Total Liabilities $61,819
Net Assets $3,598,547
Compensation
Key Employees and Officers Compensation Related Other
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
Charles Randall (Trustee) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $48,500 $24,717
+ View more people

Document Links

990
Filed on July 8, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,041,890
Expenses
$2,122,250
Net Income
$919,640
Net Assets
$2,957,167
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,041,805
100.0%
Investment Income $85
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,012,204
Total Liabilities $55,037
Net Assets $2,957,167
Compensation
Key Employees and Officers Compensation Related Other
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
Charles Randall (Trustee) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $45,296 $24,717
+ View more people

Document Links

990
Filed on Oct. 26, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,817,558
Expenses
$2,111,003
Net Income
$706,555
Net Assets
$2,037,527
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,817,473
100.0%
Investment Income $85
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $2,085,261
Total Liabilities $47,734
Net Assets $2,037,527
Compensation
Key Employees and Officers Compensation Related Other
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
Charles Randall (Trustee) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $43,837 $24,047
+ View more people

Document Links

990
Filed on Oct. 15, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,595,876
Expenses
$2,256,024
Net Income
$339,852
Net Assets
$1,330,972
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,595,791
100.0%
Investment Income $85
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,364,923
Total Liabilities $33,951
Net Assets $1,330,972
Compensation
Key Employees and Officers Compensation Related Other
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
Charles Randall (Trustee) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $43,243 $23,047
+ View more people

Document Links

990
Filed on Oct. 26, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,491,614
Expenses
$2,077,105
Net Income
$414,509
Net Assets
$991,120
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,491,563
100.0%
Investment Income $51
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,115,993
Total Liabilities $124,873
Net Assets $991,120
Compensation
Key Employees and Officers Compensation Related Other
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
Charles Randall (Trustee) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $43,771 $20,701
+ View more people

Document Links

990
Filed on Aug. 3, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,602,549
Expenses
$2,094,572
Net Income
-$492,023
Net Assets
$576,611
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,602,470
100.0%
Investment Income $79
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $614,711
Total Liabilities $38,100
Net Assets $576,611
Compensation
Key Employees and Officers Compensation Related Other
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
Michael L Davis (Trustee Until 5/2015) $0 $0 $0
Michael L Davis (Fund Administrator) $0 $54,288 $27,804
+ View more people

Document Links

990
Filed on July 18, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,805,276
Expenses
$2,022,860
Net Income
-$217,584
Net Assets
$1,068,634
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,804,884
100.0%
Investment Income $392
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,097,457
Total Liabilities $28,823
Net Assets $1,068,634
Compensation
Key Employees and Officers Compensation Related Other
Michael L Davis (Trustee/Fund Administrator) $0 $74,880 $38,057
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Ryan Davis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Aug. 6, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,578,950
Expenses
$1,605,482
Net Income
-$26,532
Net Assets
$1,286,218
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,578,345
100.0%
Investment Income $605
0.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,339,612
Total Liabilities $53,394
Net Assets $1,286,218
Compensation
Key Employees and Officers Compensation Related Other
Michael L Davis (Trustee/Fund Administrator) $0 $74,132 $36,706
Robert Reed Jr (Trustee) $0 $0 $0
Marilyn Oppedisano (Trustee) $0 $0 $0
Frank R Decook (Trustee) $0 $0 $0
Clark Culver (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on July 23, 2014

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,419,776
Expenses
$1,554,847
Net Income
-$135,071
Net Assets
$1,312,750
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,416,755
99.8%
Investment Income $3,021
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,393,983
Total Liabilities $81,233
Net Assets $1,312,750

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,543,600
Expenses
$1,192,362
Net Income
$351,238
Net Assets
$1,447,821
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,539,971
99.8%
Investment Income $3,629
0.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $1,510,945
Total Liabilities $63,124
Net Assets $1,447,821

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

The data powering this website is available programmatically, via an API. Read the API documentation »

Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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