I B E W Local 236 Health and Benefit Fund Plan is a 501(c)(9) organization based in Schenectady, New York, registered in 1960, with $30,919,499 in FY2024 revenue. CharityIndex grades it B.
Revenue (FY2024)
$30.9M
▲ 6.3% vs prior year
Expenses (FY2024)
$28.4M
Net assets
$122.0M
Employees
—
Rated on 2 of 4 criteria — the rest aren't reported in this filing type.
Held down by its weakest criterion — a strong score on one criterion can't hide a weak one.
How the rating works →Measures how much of every dollar spent actually reaches programs, plus what it costs to raise $100 of donations. The worse of the two measures sets the letter (85%+ to programs is an A; under $15 to raise $100 is an A), averaged over the three most recent filings. Not scored for I B E W Local 236 Health and Benefit Fund Plan— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Measures whether the organization is built to last: how many months its reserves would cover expenses (3+ months earns an A-range score, but hoarding 5+ years of budget is capped) and whether it runs a surplus or a deficit. For I B E W Local 236 Health and Benefit Fund Plan: 52 mo reserves · +8% margin earns a A on this criterion. See the exact thresholds →
Checks how the organization is run, from its own Form 990: an independent board majority, a board of five or more, conflict-of-interest, whistleblower and document-retention policies, and independently audited financials. The share of disclosed checks that pass sets the letter. Not scored for I B E W Local 236 Health and Benefit Fund Plan— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
Counts five disclosure signals: a recent filing, a mission statement, program descriptions, a listed website, and the full expense breakdown. More disclosure, better letter. For I B E W Local 236 Health and Benefit Fund Plan: 2 of 5 disclosure signals earns a C on this criterion. See the exact thresholds →
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Revenue grew from $26.2M (FY2014) to $30.9M (FY2024) across 11 reported years.
Financial snapshot
Operating margin
8.1%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$124.1M
Total liabilities
$2.1M
Net assets
$122.0M
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $30,919,499▲6.3% | $28,425,986▲5.7% | $122,036,413▲4.5% | $124,118,334▲3.2% | 990 |
| 2023 | $29,075,630▲13.0% | $26,890,851▲6.9% | $116,798,014▲4.2% | $120,295,212▲4.6% | 990 |
| 2022 | $25,722,605▼19.9% | $25,165,103▼0.6% | $112,073,822▲1.7% | $115,024,718▲2.7% | 990 |
| 2021 | $32,095,781▲14.4% | $25,318,800▲11.2% | $110,195,517▼7.7% | $111,969,761▼7.6% | 990 |
| 2020 | $28,059,278▲1.2% | $22,766,405▲10.5% | $119,348,178▲10.1% | $121,158,298▲7.8% | 990 |
| 2019 | $27,718,823▼5.1% | $20,609,087▼1.8% | $108,409,513▲8.7% | $112,371,929▲9.0% | 990 |
| 2018 | $29,202,605▲8.5% | $20,983,328▲17.9% | $99,697,897▲8.1% | $103,055,078▲7.9% | 990 |
| 2017 | $26,922,239▲14.8% | $17,801,533▲6.9% | $92,194,765▲9.7% | $95,545,381▲9.6% | 990 |
| 2016 | $23,445,995▲13.2% | $16,648,765▼4.1% | $84,028,128▲10.9% | $87,212,089▲11.1% | 990 |
| 2015 | $20,706,037▼21.0% | $17,363,176▲10.4% | $75,768,298▲2.5% | $78,503,584▼1.6% | 990 |
| 2014 | $26,226,561 | $15,729,748▲10.1% | $73,932,153▲35.8% | $79,806,386▲40.6% | 990 |
| 2011 | — | $14,288,264▲11.7% | $54,430,080▲27.1% | $56,762,683▲28.8% | 990 |
| 2009 | — | $12,792,909 | $42,830,330 | $44,081,894 | 990 |
Original Form 990 PDFs (the Form column) are served by ProPublica Nonprofit Explorer, as filed with the IRS. Create a free account to download the CSV report.
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Data for I B E W Local 236 Health and Benefit Fund Plan (EIN 14-1442159) comes from the IRS Business Master File and e-filed Form 990 returns, via CharityIndex. Figures reflect what the organization reported to the IRS for each fiscal year.