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Health & Welfare Fund Ibew 96

96

Organization summary

Type of Nonprofit

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

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$5.64M (2022)

Expenses
$5.68M (2022)

Total Assets
$9.64M (2022)

Total Liabilities
$194k (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 Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,641,302
Expenses
$5,675,350
Net Income
-$34,048
Net Assets
$9,449,863
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,417,542
96.0%
Investment Income $220,710
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,050
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,486
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,643,975
Total Liabilities $194,112
Net Assets $9,449,863
Compensation
Key Employees and Officers Compensation Related Other
Kevin Menard (Management Trustee) $0 $0 $0
Matthew Ostrow (Management Trustee) $0 $0 $0
Thomas Maloney (Union Trustee) $0 $117,366 $61,130
Brian Clarke (Union Trustee) $0 $0 $0
David Martinelli (Union Trustee (P)) $0 $106,582 $49,180
Robert Liddy (Management Trustee) $0 $0 $0
Ronald Buffone (Union Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,821,928
Expenses
$5,721,677
Net Income
$100,251
Net Assets
$10,848,838
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,587,395
96.0%
Investment Income $179,181
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $55,352
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,932,046
Total Liabilities $83,208
Net Assets $10,848,838
Compensation
Key Employees and Officers Compensation Related Other
Kevin Menard (Management Trustee) $0 $0 $0
Matthew Ostrow (Management Trustee) $0 $0 $0
Thomas Maloney (Union Trustee) $0 $116,242 $56,373
Brian Clarke (Union Trustee) $0 $0 $0
David Martinelli (Union Trustee) $0 $101,082 $56,373
Robert Liddy (Management Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,143,011
Expenses
$5,346,683
Net Income
-$203,672
Net Assets
$10,250,654
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,927,495
95.8%
Investment Income $210,636
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $4,880
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $925
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,366,208
Total Liabilities $115,554
Net Assets $10,250,654
Compensation
Key Employees and Officers Compensation Related Other
Kevin Menard (Management Trustee) $0 $0 $0
Matthew Ostrow (Management Trustee) $0 $0 $0
Thomas Maloney (Union Trustee) $0 $114,389 $56,599
Brian Clarke (Union Trustee) $0 $0 $0
David Martinelli (Union Trustee) $0 $99,474 $56,145
Robert Liddy (Management Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,294,162
Expenses
$5,340,945
Net Income
-$46,783
Net Assets
$9,822,989
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,872,291
92.0%
Investment Income $216,730
4.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $198,955
3.8%
Net Inventory Sales $0
Other Revenue $6,186
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $925
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,950,894
Total Liabilities $127,905
Net Assets $9,822,989
Compensation
Key Employees and Officers Compensation Related Other
Kevin Menard (Management Trustee) $0 $0 $0
Matthew Ostrow (Management Trustee) $0 $0 $0
Thomas Maloney (Union Trustee) $0 $113,535 $56,170
Brian Clarke (Union Trustee) $0 $0 $0
David Martinelli (Union Trustee) $0 $98,731 $55,719
Susan Mailman P (Management Trustee) $0 $0 $0
Robert Liddy (Management Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,283,273
Expenses
$5,675,680
Net Income
-$392,407
Net Assets
$9,434,681
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,898,468
92.7%
Investment Income $211,835
4.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $157,519
3.0%
Net Inventory Sales $0
Other Revenue $15,451
0.3%
Notable Expenses Percent of Total Expenses
Executive Compensation $2,394
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,481,205
Total Liabilities $46,524
Net Assets $9,434,681
Compensation
Key Employees and Officers Compensation Related Other
Kevin Menard (Management Trustee) $0 $0 $0
Matthew Ostrow (Management Trustee) $0 $0 $0
Thomas Maloney (Union Trustee) $0 $111,174 $64,146
Brian Clarke (Union Trustee) $0 $0 $0
David Martinelli (Union Trustee) $0 $96,675 $55,781
Susan Mailman (Management Trustee) $0 $0 $0
Stephen Wentzell (Management Trustee (P)) $0 $0 $0
George Carpenter Jr (Union Trustee (P)) $0 $1,139 $658

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,271,677
Expenses
$5,202,396
Net Income
$69,281
Net Assets
$10,240,682
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,894,893
92.9%
Investment Income $199,487
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $177,138
3.4%
Net Inventory Sales $0
Other Revenue $159
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,282
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,312,826
Total Liabilities $72,144
Net Assets $10,240,682
Compensation
Key Employees and Officers Compensation Related Other
George Carpenter Jr (Union Trustee) $453 $1,451 $827
Brian Clarke (Union Trustee) $311 $0 $0
Scott Hunton (Union Trustee (P)) $177 $0 $0
Robert Fields (Union Trustee (P)) $0 $40,189 $22,908
Leo Miller (Union Trustee (P)) $0 $46,221 $26,346
Kevin Menard (Management Trustee) $0 $0 $0
Matthew Ostrow (Management Trustee) $0 $0 $0
Stephen Wentzell (Management Trustee) $0 $0 $0
Thomas Maloney (Union Trustee) $0 $61,501 $35,055

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,314,072
Expenses
$5,489,809
Net Income
-$175,737
Net Assets
$9,898,093
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,128,421
96.5%
Investment Income $162,543
3.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $23,108
0.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $930
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,544,175
Total Liabilities $646,082
Net Assets $9,898,093
Compensation
Key Employees and Officers Compensation Related Other
Scott Hunton (Trustee) $930 $0 $0
Robert Fields (Trustee) $0 $0 $0
Leo Miller (Trustee) $0 $0 $0
Kevin Menard (Trustee) $0 $0 $0
Matthew Ostrow (Trustee) $0 $0 $0
Stephan Wentzell (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,927,322
Expenses
$4,222,948
Net Income
-$295,626
Net Assets
$9,947,952
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,654,317
93.0%
Investment Income $240,590
6.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $32,415
0.8%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $937
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,074,637
Total Liabilities $126,685
Net Assets $9,947,952
Compensation
Key Employees and Officers Compensation Related Other
Scott Hunton (Trustee) $664 $0 $273
Robert Fields (Trustee) $0 $0 $0
Leo Miller (Trustee) $0 $0 $0
Kevin Menard (Trustee) $0 $0 $0
Matthew Ostrow (Trustee) $0 $0 $0
Stephan Wentzell (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,159,737
Expenses
$4,220,345
Net Income
$1,939,392
Net Assets
$10,365,101
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,941,669
64.0%
Investment Income $232,675
3.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,979,561
32.1%
Net Inventory Sales $0
Other Revenue $5,832
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $1,094
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,472,463
Total Liabilities $107,362
Net Assets $10,365,101
Compensation
Key Employees and Officers Compensation Related Other
Scott Hunton (Trustee) $783 $0 $311
Robert Fields (Trustee) $0 $0 $0
Leo Miller (Trustee) $0 $0 $0
Kevin Menard (Trustee) $0 $0 $0
Matthew Ostrow (Trustee) $0 $0 $0
Stephan Wentzell (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,600,890
Expenses
$4,534,550
Net Income
-$933,660
Net Assets
$10,309,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,467,329
96.3%
Investment Income $133,561
3.7%
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 $1,076
0.0%
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,376,429
Total Liabilities $67,416
Net Assets $10,309,013
Compensation
Key Employees and Officers Compensation Related Other
Scott Hunton (Trustee) $627 $0 $449
Robert Fields (Trustee) $0 $0 $0
Leo Miller (Trustee) $0 $0 $0
Kevin Menard (Trustee) $0 $0 $0
David Keaney (Trustee) $0 $0 $0
Matthew Ostrow (Trustee) $0 $0 $0
Stephan Wentzell (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,337,192
Expenses
$4,933,187
Net Income
-$595,995
Net Assets
$10,508,981
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,163,742
96.0%
Investment Income $170,182
3.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $3,268
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,586,084
Total Liabilities $77,103
Net Assets $10,508,981

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,476,105
Expenses
$4,955,333
Net Income
-$479,228
Net Assets
$10,632,966
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,213,176
94.1%
Investment Income $221,947
5.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $40,982
0.9%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,699,008
Total Liabilities $66,042
Net Assets $10,632,966

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

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.

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