Ibew-neca Sound and Communications Health and Welfare Tr
501(c)(9)
Only null% goes to programs Strong reserves Growing revenue
Ibew-neca Sound and Communications Health and Welfare Tr is a 501(c)(9) organization based in San Jose, California, registered in 1990, with $88,304,989 in FY2024 revenue. CharityIndex grades it A.
Po Box 5057, San Jose, CA, 95150 EIN 77-0234638 Since 1990
Revenue (FY2024)
$88.3M
▲ 24.3% vs prior year
Expenses (FY2024)
$76.4M
Net assets
$44.5M
Employees
0
CharityIndex rating
One independent A+ to F grade from four published criteria, each scored separately from IRS filings and combined by weight.
A
—Program efficiency40% of the ratingNo expense breakdown in filings
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 Ibew-neca Sound and Communications Health and Welfare Tr— this filing type doesn't report it, and the rating simply skips it (never counts it against the organization). See the exact thresholds →
AFinancial health25% of the rating7 mo reserves · +13% margin
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 Ibew-neca Sound and Communications Health and Welfare Tr: 7 mo reserves · +13% margin earns a A on this criterion. See the exact thresholds →
AGovernance25% of the rating5 of 6 checks met
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. For Ibew-neca Sound and Communications Health and Welfare Tr: 5 of 6 checks met earns a A on this criterion. See the exact thresholds →
BTransparency10% of the rating3 of 5 disclosure signals
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 Ibew-neca Sound and Communications Health and Welfare Tr: 3 of 5 disclosure signals earns a B on this criterion. See the exact thresholds →
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Mission
A health and welfare plan to provide benefits to eligible participants.
Contact & location
- Address
- Po Box 5057, San Jose, CA, 95150
- City
- San Jose
- State
- California
- Category
- —
- Subcategory
- —
- Phone
- …
- Website
- …
Financial trends
Revenue grew from $37.2M (FY2013) to $88.3M (FY2024) across 12 reported years.
Financial snapshot
Financial health & position (FY2024)
Liabilities $44.7MNet assets $44.5M
Operating margin
13.5%
Revenue exceeded expenses in the latest fiscal year.
Total assets
$89.2M
Total liabilities
$44.7M
Net assets
$44.5M
Salaries & benefits
$0
0% of expenses
Board members
6
0 independent
Financials by year
| Fiscal year | Revenue | Expenses | Net assets | Total assets | Form |
|---|---|---|---|---|---|
| 2024 | $88,304,989▲24.3% | $76,401,944▲1.0% | $44,500,144▲16.8% | $89,154,437▲14.3% | 990 |
| 2023 | $71,049,125▲2.9% | $75,667,725▲16.8% | $38,112,637▼1.5% | $77,985,735▲3.1% | 990 |
| 2022 | $69,033,979▼0.4% | $64,768,708▼9.3% | $38,679,184▼11.9% | $75,616,407▼13.4% | 990 |
| 2021 | $69,280,417▲3.7% | $71,382,406▲9.5% | $43,892,897▼2.3% | $87,357,845▲7.9% | 990 |
| 2020 | $66,790,964▼13.2% | $65,211,718▼11.1% | $44,940,848▲9.0% | $80,989,294▼1.0% | 990 |
| 2019 | $76,908,516▲19.1% | $73,333,090▲19.8% | $41,222,283▲19.6% | $81,783,171▲17.4% | 990 |
| 2018 | $64,592,290▲0.6% | $61,209,292▲9.5% | $34,453,161▲2.5% | $69,676,038▲6.6% | 990 |
| 2017 | $64,238,234▲18.1% | $55,877,876▲6.3% | $33,610,709▲45.2% | $65,370,929▲25.1% | 990 |
| 2016 | $54,394,333▲16.1% | $52,577,402▲18.1% | $23,145,252▲12.9% | $52,273,984▲14.4% | 990 |
| 2015 | $46,831,961▲12.0% | $44,513,498▲12.1% | $20,508,295▲6.6% | $45,705,661▲12.0% | 990 |
| 2014 | $41,823,183▲12.5% | $39,725,582▲10.5% | $19,239,353▲12.0% | $40,799,146▲16.3% | 990 |
| 2013 | $37,174,320 | $35,954,430▲27.8% | $17,174,529▲8.8% | $35,087,087▲11.6% | 990 |
| 2012 | — | $28,129,506 | $15,784,736 | $31,440,222 | 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.
Leadership & compensation (FY2024)
| Name | Title | Hours/week | Compensation |
|---|---|---|---|
| Chuck Vella | Labor Trustee | 1 | — |
| Doug Lung | Management Trustee | 1 | — |
| Herb Watts | Labor Trustee | 1 | — |
| Javier Casillas | Labor Trustee | 1 | — |
| Shane Stoltenberg | Management Trustee | 1 | — |
| William Kuhr | Management Trustee | 1 | — |
Top vendors & contractors (FY2024)
| Contractor | Services | Paid |
|---|---|---|
| United Administrative Services | Administration | $1,124,328 |
| Anthem Blue Cross | Ppo Network Fees | $458,210 |
| Miller Kaplan Arase LLP | Audit | $195,225 |
| Smart Source of Ca | Website Designer | $115,070 |
Frequently asked questions
- Is Ibew-neca Sound and Communications Health and Welfare Tr a legitimate nonprofit?
- Yes. Ibew-neca Sound and Communications Health and Welfare Tr is a 501(c)(9) organization registered with the U.S. Internal Revenue Service under EIN 77-0234638, based in San Jose, California.
- What is Ibew-neca Sound and Communications Health and Welfare Tr's EIN?
- Ibew-neca Sound and Communications Health and Welfare Tr's Employer Identification Number (EIN) is 77-0234638.
- How much revenue does Ibew-neca Sound and Communications Health and Welfare Tr report?
- Ibew-neca Sound and Communications Health and Welfare Tr reported $88,304,989 in total revenue on its fiscal year 2024 IRS Form 990 filing.
- What financial grade does Ibew-neca Sound and Communications Health and Welfare Tr have?
- CharityIndex grades Ibew-neca Sound and Communications Health and Welfare Tr A, based on financial health (reserves and operating margin).
- How much does Ibew-neca Sound and Communications Health and Welfare Tr's highest-paid employee make?
- The highest reported compensation on Ibew-neca Sound and Communications Health and Welfare Tr's latest Form 990 is $0, paid to Chuck Vella (Labor Trustee).
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Data for Ibew-neca Sound and Communications Health and Welfare Tr (EIN 77-0234638) 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.