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Electrical Workers Health And Welfare Trust Fund Ibew Local 234

  • San Jose, CA
  • Tax-exempt since July 1972
  • EIN: 94-6250011

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
$7.38M (2023)

Expenses
$7.55M (2023)

Total Assets
$12.9M (2023)

Total Liabilities
$6.31M (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 May
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,384,409
Expenses
$7,552,324
Net Income
-$167,915
Net Assets
$6,636,769
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,148,151
96.8%
Investment Income $236,258
3.2%
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 $29,398
0.4%
Assets/Debt
Total Assets $12,946,721
Total Liabilities $6,309,952
Net Assets $6,636,769
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee (Former)) $0 $0 $0
Mark Clough (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Lamont Adams (Trustee (Former)) $0 $0 $0
Mike Ihnot (Trustee (Former)) $0 $0 $0
Andy Gattis (Trustee (Former)) $0 $0 $0
Paul Gutierrez (Trustee) $0 $0 $0
Andrew Hartmann (Trustee) $0 $0 $0
Andres Laureano (Trustee) $0 $0 $0
Heather Jerome (Trustee) $0 $0 $0
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Document Links

990
Filed on March 8, 2024

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

View Filing
XML

Fiscal Year Ending May
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,247,540
Expenses
$7,647,983
Net Income
-$400,443
Net Assets
$7,081,371
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,219,128
99.6%
Investment Income $28,412
0.4%
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 $59,280
0.8%
Assets/Debt
Total Assets $13,137,351
Total Liabilities $6,055,980
Net Assets $7,081,371
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Mark Clough (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Lamont Adams (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Andy Gattis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on March 28, 2023

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

View Filing
XML

Fiscal Year Ending May
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$7,288,942
Expenses
$6,766,093
Net Income
$522,849
Net Assets
$7,558,938
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $7,248,600
99.4%
Investment Income $40,342
0.6%
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 $71,078
1.1%
Assets/Debt
Total Assets $12,831,564
Total Liabilities $5,272,626
Net Assets $7,558,938
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Mark Clough (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Lamont Adams (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Andy Gattis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on April 7, 2022

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

View Filing
XML

Fiscal Year Ending May
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,223,938
Expenses
$7,639,616
Net Income
-$1,415,678
Net Assets
$7,036,089
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,101,252
98.0%
Investment Income $122,686
2.0%
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 $69,328
0.9%
Assets/Debt
Total Assets $11,424,129
Total Liabilities $4,388,040
Net Assets $7,036,089
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Mark Clough (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Lamont Adams (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Andy Gattis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Feb. 12, 2021

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

View Filing
XML

Fiscal Year Ending May
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,205,673
Expenses
$4,495,787
Net Income
$1,709,886
Net Assets
$8,451,767
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $6,106,065
98.4%
Investment Income $99,608
1.6%
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 $11,581,799
Total Liabilities $3,130,032
Net Assets $8,451,767
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Paul Lauesen (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Lamont Adams (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Andy Gattis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 18, 2020

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

View Filing
PDF XML

Fiscal Year Ending May
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,521,284
Expenses
$3,920,256
Net Income
$1,601,028
Net Assets
$6,741,881
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,422,312
98.2%
Investment Income $52,361
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $46,611
0.8%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,304,908
Total Liabilities $2,563,027
Net Assets $6,741,881
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Paul Lauesen (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Andrew Hartmann (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Andy Gattis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Jan. 9, 2019

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

View Filing
PDF XML

Fiscal Year Ending May
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$5,669,687
Expenses
$4,194,779
Net Income
$1,474,908
Net Assets
$5,140,853
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $5,555,891
98.0%
Investment Income $41,922
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$7,132
Net Inventory Sales $0
Other Revenue $79,006
1.4%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,398,910
Total Liabilities $3,258,057
Net Assets $5,140,853
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Paul Lauesen (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Andrew Hartmann (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Stefan Marceron (Trustee Past) $0 $0 $0
Andy Gattis (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 22, 2017

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

View Filing
PDF XML

Fiscal Year Ending May
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,596,129
Expenses
$3,339,999
Net Income
$1,256,130
Net Assets
$3,673,985
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $4,515,273
98.2%
Investment Income $25,405
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $55,451
1.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,632,594
Total Liabilities $1,958,609
Net Assets $3,673,985
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Paul Lauesen (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Andrew Hartmann (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Stefan Marceron (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 22, 2016

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

View Filing
PDF XML

Fiscal Year Ending May
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,899,156
Expenses
$3,419,815
Net Income
$479,341
Net Assets
$2,412,335
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,801,893
97.5%
Investment Income $15,927
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $81,336
2.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,203,232
Total Liabilities $1,790,897
Net Assets $2,412,335
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Paul Lauesen (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Andrew Hartmann (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Stefan Marceron (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 15, 2015

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

View Filing
PDF XML

Fiscal Year Ending May
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,756,036
Expenses
$3,348,199
Net Income
$407,837
Net Assets
$1,933,843
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,641,739
97.0%
Investment Income $17,476
0.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $96,821
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,567,234
Total Liabilities $1,633,391
Net Assets $1,933,843
Compensation
Key Employees and Officers Compensation Related Other
Frederick Jensen (Trustee) $0 $0 $0
Paul Lauesen (Trustee) $0 $0 $0
Jerri Champlin (Trustee) $0 $0 $0
Andrew Hartmann (Trustee) $0 $0 $0
Mike Ihnot (Trustee) $0 $0 $0
Stefan Marceron (Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Dec. 17, 2014

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

View Filing
PDF XML

Fiscal Year Ending May
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,714,321
Expenses
$3,731,602
Net Income
-$17,281
Net Assets
$1,526,977
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,634,453
97.8%
Investment Income $23,702
0.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $56,166
1.5%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,335,836
Total Liabilities $1,808,859
Net Assets $1,526,977

Document Links

990
Filed on April 8, 2014

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

View Filing
PDF XML

Fiscal Year Ending May
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,016,882
Expenses
$3,427,870
Net Income
-$410,988
Net Assets
$1,548,107
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,908,578
96.4%
Investment Income $31,275
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $77,029
2.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $3,009,241
Total Liabilities $1,461,134
Net Assets $1,548,107

Document Links

990

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

PDF

Fiscal Year Ending May
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$3,621,634
Expenses
$3,364,070
Net Income
$257,564
Net Assets
$1,963,056
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,434,820
94.8%
Investment Income $36,082
1.0%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $0
Net Inventory Sales $0
Other Revenue $150,732
4.2%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $4,200,823
Total Liabilities $2,237,767
Net Assets $1,963,056

Document Links

990

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

PDF

Fiscal Year Ending May
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 May
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 May
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 May
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 May
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 May
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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