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Lake County Indiana Neca Ibew H&W Plan P Trust

Organization summary

Organization summary might be incomplete or out of date

This organization is not listed in the IRS's most recent list of tax exempt organizations, but we have data associated with this Employer Identification Number.

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)

Summary charts: organization finances over time

Revenue
−$6.06M (2022)

Expenses
$2.33M (2022)

Total Assets
$0 (2022)

Total Liabilities
$0 (2022)

Source: Form 990 tax filings from 2011 to 2022

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 July
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$6,062,934
Expenses
$2,331,092
Net Income
-$8,394,026
Net Assets
$0
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,188,381
Investment Income $592,407
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,844,363
Net Inventory Sales $0
Other Revenue $641
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $15,128
0.6%
Assets/Debt
Total Assets $0
Total Liabilities $0
Net Assets $0
Compensation
Key Employees and Officers Compensation Related Other
Felipe Hernandez (Trustee) $0 $128,630 $64,388
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $0 $0
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
Rick Anderson (Trustee) $0 $0 $0
Alec Davis (Trustee) $0 $0 $0
Joree Richards (Trustee) $0 $157,149 $64,388

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,362,650
Expenses
$4,138,463
Net Income
-$775,813
Net Assets
$65,493,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,997,869
59.4%
Investment Income $1,111,503
33.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $253,109
7.5%
Net Inventory Sales $0
Other Revenue $169
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $25,189
0.6%
Assets/Debt
Total Assets $65,547,943
Total Liabilities $54,150
Net Assets $65,493,793
Compensation
Key Employees and Officers Compensation Related Other
Felipe Hernandez (Trustee) $0 $67,032 $30,806
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $0 $0
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
Ryan Reithel (Trustee Past) $0 $77,935 $36,375
Rick Anderson (Trustee) $0 $0 $0
Alec Davis (Trustee) $0 $2,488 $1,546
Joree Richards (Trustee New) $0 $138,771 $63,327

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,194,696
Expenses
$3,935,139
Net Income
$259,557
Net Assets
$61,728,392
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,066,327
49.3%
Investment Income $1,740,945
41.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $387,308
9.2%
Net Inventory Sales $0
Other Revenue $116
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $22,018
0.6%
Assets/Debt
Total Assets $61,799,406
Total Liabilities $71,014
Net Assets $61,728,392
Compensation
Key Employees and Officers Compensation Related Other
Phil Hernandez (Trustee) $0 $7,111 $4,635
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $0 $0
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
Ryan Reithel (Trustee) $0 $148,133 $60,752
Rick Anderson (Trustee) $0 $0 $0
Alec Davis (Trustee) $0 $1,193 $2,916

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,597,048
Expenses
$3,670,627
Net Income
$1,926,421
Net Assets
$56,285,110
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,738,382
66.8%
Investment Income $1,469,932
26.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $388,568
6.9%
Net Inventory Sales $0
Other Revenue $166
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $22,458
0.6%
Assets/Debt
Total Assets $56,329,669
Total Liabilities $44,559
Net Assets $56,285,110
Compensation
Key Employees and Officers Compensation Related Other
Phil Hernandez (Trustee) $0 $6,668 $2,640
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $0 $0
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
Ryan Reithel (Trustee) $0 $143,787 $58,732
Rick Anderson (Trustee) $0 $0 $0
Alec Davis (Trustee) $0 $4,090 $481

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,329,003
Expenses
$3,289,607
Net Income
$2,039,396
Net Assets
$47,956,212
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,107,375
77.1%
Investment Income $1,196,357
22.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $24,433
0.5%
Net Inventory Sales $0
Other Revenue $838
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $21,620
0.7%
Assets/Debt
Total Assets $48,015,110
Total Liabilities $58,898
Net Assets $47,956,212
Compensation
Key Employees and Officers Compensation Related Other
Phil Hernandez (Trustee) $0 $4,494 $1,707
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $0 $0
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
Ryan Reithel (Trustee) $0 $144,924 $53,249
Rick Anderson (Trustee) $0 $0 $0
Alec Davis (Trustee) $0 $1,588 $954

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,822,632
Expenses
$3,129,408
Net Income
$1,693,224
Net Assets
$48,953,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,595,893
74.6%
Investment Income $1,027,707
21.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $199,032
4.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $19,256
0.6%
Assets/Debt
Total Assets $49,009,041
Total Liabilities $55,360
Net Assets $48,953,681
Compensation
Key Employees and Officers Compensation Related Other
Phil Hernandez (Trustee) $0 $2,336 $682
Patrick Bailey (Trustee Past) $0 $0 $0
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $43,228 $17,810
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
Ryan Reithel (Trustee New) $0 $133,096 $58,346
Rick Anderson (Trustee) $0 $0 $0
Alec Davis (Trustee) $0 $1,687 $430

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,990,631
Expenses
$2,969,014
Net Income
$3,021,617
Net Assets
$42,923,592
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,658,317
61.1%
Investment Income $1,049,433
17.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,282,881
21.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $19,764
0.7%
Assets/Debt
Total Assets $42,950,211
Total Liabilities $26,619
Net Assets $42,923,592
Compensation
Key Employees and Officers Compensation Related Other
Phil Hernandez (Trustee) $0 $5,181 $2,147
Patrick Bailey (Trustee) $0 $0 $0
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $139,843 $56,316
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
James Mola Jr (Trustee Past) $0 $0 $0
Rick Anderson (Trustee) $0 $0 $0
Alec Davis (Trustee New) $0 $3,550 $2,130

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,329,691
Expenses
$2,869,669
Net Income
$1,460,022
Net Assets
$39,413,039
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,649,038
84.3%
Investment Income $905,440
20.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$224,787
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $20,543
0.7%
Assets/Debt
Total Assets $39,451,014
Total Liabilities $37,975
Net Assets $39,413,039
Compensation
Key Employees and Officers Compensation Related Other
Phil Hernandez (Trustee) $0 $3,345 $1,868
Patrick Bailey (Trustee) $0 $0 $0
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $138,780 $55,008
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
James Mola Jr (Trustee) $0 $1,670 $259
Rick Anderson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,850,175
Expenses
$2,412,621
Net Income
$2,437,554
Net Assets
$38,910,342
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,961,049
81.7%
Investment Income $836,795
17.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,331
1.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $21,052
0.9%
Assets/Debt
Total Assets $39,147,613
Total Liabilities $237,271
Net Assets $38,910,342
Compensation
Key Employees and Officers Compensation Related Other
Phil Hernandez (Trustee New) $0 $4,346 $2,667
Patrick Bailey (Trustee) $0 $0 $0
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee) $0 $137,655 $53,534
Tom Corsiglia (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0
James Mola Jr (Trustee) $0 $1,200 $0
Rick Anderson (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,495,343
Expenses
$2,108,465
Net Income
$6,386,878
Net Assets
$35,648,105
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,945,221
93.5%
Investment Income $599,885
7.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$49,763
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $19,590
0.9%
Assets/Debt
Total Assets $35,720,123
Total Liabilities $72,018
Net Assets $35,648,105
Compensation
Key Employees and Officers Compensation Related Other
Dennis Showers (Trustee Past) $0 $0 $0
Patrick Bailey (Trustee) $0 $0 $0
Edward Shikany (Trustee) $0 $0 $0
Dan Waldrop (Trustee New) $0 $123,917 $51,709
Tom Corsiglia (Trustee) $0 $0 $0
Ray Kasmark (Trustee Past) $0 $58,767 $21,314
James Mola Jr (Trustee) $0 $4,648 $1,824
Rick Anderson (Trustee) $0 $0 $0
William Walton Jr (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$8,521,531
Expenses
$2,090,865
Net Income
$6,430,666
Net Assets
$25,951,840
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,865,594
92.3%
Investment Income $655,937
7.7%
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 $19,261
0.9%
Assets/Debt
Total Assets $26,403,339
Total Liabilities $451,499
Net Assets $25,951,840

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,236,743
Expenses
$2,168,833
Net Income
$3,067,910
Net Assets
$18,022,674
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,750,510
90.7%
Investment Income $433,612
8.3%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $52,388
1.0%
Net Inventory Sales $0
Other Revenue $233
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $18,810
0.9%
Assets/Debt
Total Assets $18,261,577
Total Liabilities $238,903
Net Assets $18,022,674

Document Links

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

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

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

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

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

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

Fiscal Year Ending Dec.
2004

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

About This Data

What Is 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 »

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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.
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  • 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.

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