I B E W Local 1249 Insurance Fund

IBEW Local 1249 Insurance Fund shows strong financial growth and consistent surpluses over the last decade.

EIN: 156025162 · Cicero, NY · Updated: 2026-03-28

$82.5MRevenue
$69.3MGross Revenue
$134.2MAssets
90/100Mission Score (Excellent)
I B E W Local 1249 Insurance Fund Financial Summary
MetricValue
Total Revenue$82.5M
Total Expenses$58.5M
Program Spending95%
Net Assets$123.9M
Transparency Score90/100

Is I B E W Local 1249 Insurance Fund Legit?

Some Concerns

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
3 FoundRed Flags

Assessment based on IRS 990 filings, spending patterns, and AI analysis. Not a guarantee of legitimacy. Full charity check →

I B E W Local 1249 Insurance Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About I B E W Local 1249 Insurance Fund

I B E W Local 1249 Insurance Fund (EIN: 156025162) is a nonprofit organization based in Cicero, NY. The organization reported total revenue of $82.5M and total assets of $134.2M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of I B E W Local 1249 Insurance Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

60Years Operating
MajorSize Classification
13Years of Filings
GrowingRevenue Trajectory

I B E W Local 1249 Insurance Fund is a major nonprofit that has been operating for 60 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 9.0%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$67.5M
Total Expenses$58.5M
Surplus / Deficit+$9.0M
Total Assets$125.1M
Total Liabilities$1.2M
Net Assets$123.9M
Operating Margin13.4%
Debt-to-Asset Ratio1.0%
Months of Reserves25.7 months

Financial Health Grade: A

In 2023, I B E W Local 1249 Insurance Fund reported a surplus of $9.0M with revenue exceeding expenses, holds 25.7 months of operating reserves (strong position), has a debt-to-asset ratio of 1.0% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), I B E W Local 1249 Insurance Fund's revenue has grown at a compound annual growth rate (CAGR) of 9.0%.

YearRevenue ChangeExpense ChangeAsset Change
2023+12.3%+13.4%+11.6%
2022+2.3%+22.0%-1.9%
2021+15.6%+18.3%+20.4%
2020+12.8%-7.3%+33.2%
2019+18.2%+40.8%+17.6%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1966

Classification data from ProPublica Nonprofit Explorer. Additional BMF data may be available after enrichment.

AI Transparency Report

The I B E W Local 1249 Insurance Fund demonstrates robust financial health, with a consistent trend of increasing revenue and assets over the past decade. In the latest filing (202312), the organization reported revenues of $67,546,719 against expenses of $58,524,234, indicating a healthy surplus. Its assets have grown significantly, reaching $125,107,279 in 2023, up from $45,233,639 in 2014, showcasing strong financial management and growth. The organization's liabilities remain a very small fraction of its assets, suggesting a low financial risk profile. Spending efficiency appears high, as the primary function of an insurance fund is to disburse benefits, which are typically categorized as program expenses. The consistent surplus generation suggests that the fund is effectively managing its income and outgo to ensure long-term sustainability for its beneficiaries. The absence of reported officer compensation further enhances its perceived efficiency and dedication to its core purpose. Transparency is generally good, with consistent annual filings available. The lack of reported officer compensation is a positive indicator for transparency regarding executive pay. However, without a detailed NTEE code or a more granular breakdown of expenses beyond the high-level 990 summary, a complete assessment of specific program spending versus administrative overhead is challenging. Given its nature as an insurance fund, most expenses are inherently programmatic.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates I B E W Local 1249 Insurance Fund with a Mission Score of 90 out of 100 (Excellent). This score reflects the organization's overall financial transparency, program spending efficiency, and governance indicators derived from IRS 990 public filings.

Spending Breakdown

  • admin: 5%
  • programs: 95%
  • fundraising: 0%

According to IRS 990 filings, I B E W Local 1249 Insurance Fund allocates its expenses as follows: admin: 5%, programs: 95%, fundraising: 0%. With 95% directed toward programs, this reflects a strong commitment to its charitable mission.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

$67.5MTotal Revenue
$58.5MTotal Expenses
$125.1MTotal Assets
$1.2MTotal Liabilities
$123.9MNet Assets
  • The organization reported a surplus of $9.0M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 1.0%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries or other forms of compensation are paid to its officers, which is highly unusual for an organization of this size and asset base, suggesting a volunteer leadership or compensation handled through other entities.

Executive compensation data is sourced from IRS 990 filings, which require nonprofits to disclose the compensation of officers, directors, trustees, and key employees. NonprofitSpending analyzes this data relative to the organization's total revenue and sector benchmarks to assess whether executive pay is reasonable.

Red Flags

The following concerns were identified during AI analysis of I B E W Local 1249 Insurance Fund's IRS 990 filings:

  • Lack of detailed NTEE code makes precise categorization difficult
  • Unusually low liabilities relative to assets could indicate specific accounting practices or a very conservative financial approach
  • No reported officer compensation for an organization of this scale is atypical and might suggest compensation is handled indirectly or through a related entity, which could obscure a full picture of executive costs.

Strengths

The following positive indicators were identified for I B E W Local 1249 Insurance Fund:

  • Consistent and significant revenue growth over the past decade, from $26.9M in 2014 to $67.5M in 2023.
  • Strong asset growth, increasing from $45.2M in 2014 to $125.1M in 2023, indicating robust financial management.
  • Healthy financial surpluses reported annually, demonstrating sustainability (e.g., $67.5M revenue vs. $58.5M expenses in 2023).
  • Extremely low liabilities relative to assets, suggesting a very stable financial position.
  • No reported officer compensation, which can be interpreted as a high degree of efficiency and dedication to the fund's purpose.

Frequently Asked Questions about I B E W Local 1249 Insurance Fund

Is I B E W Local 1249 Insurance Fund a legitimate charity?

I B E W Local 1249 Insurance Fund (EIN: 156025162) is a registered tax-exempt nonprofit based in New York. Our AI analysis gives it a Mission Score of 90/100. It has 13 years of IRS 990 filings on record. Total revenue: $82.5M. 3 red flags identified. 5 strengths noted. Financial health grade: A.

How does I B E W Local 1249 Insurance Fund spend its money?

I B E W Local 1249 Insurance Fund directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to I B E W Local 1249 Insurance Fund tax-deductible?

I B E W Local 1249 Insurance Fund is registered as a tax-exempt nonprofit (EIN: 156025162). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

Where is I B E W Local 1249 Insurance Fund located?

I B E W Local 1249 Insurance Fund is headquartered in Cicero, New York and files with the IRS under EIN 156025162.

How many years of IRS 990 filings does I B E W Local 1249 Insurance Fund have?

I B E W Local 1249 Insurance Fund has 13 years of IRS 990 filings on record at NonprofitSpending. This extensive filing history provides a strong basis for evaluating long-term financial trends. The most recent filing shows $82.5M in total revenue.

Is I B E W Local 1249 Insurance Fund a good charity?

Based on its financial health, consistent growth, and the absence of officer compensation, the fund appears to be very well-managed. Its primary purpose as an insurance fund means its 'charitable' impact is in providing benefits to its members, which it seems to do effectively and sustainably.

How has the organization's financial health changed over time?

The organization has demonstrated exceptional financial growth, with revenue increasing from $26,975,605 in 2014 to $67,546,719 in 2023, and assets growing from $45,233,639 to $125,107,279 over the same period. This indicates strong and consistent financial health.

What is the significance of 0% officer compensation?

The 0% officer compensation is highly significant for an organization with over $125 million in assets. It suggests that leadership may be entirely volunteer-based or compensated through a related entity, which can be a positive indicator of dedication and efficiency, but also warrants further inquiry for full transparency.

Filing History

IRS 990 filing history for I B E W Local 1249 Insurance Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), I B E W Local 1249 Insurance Fund's revenue has grown by 181%, moving from $24.0M to $67.5M. Total assets increased by 342.2% over the same period, from $28.3M to $125.1M. Total functional expenses rose by 172%, from $21.5M to $58.5M. In its most recent filing year (2023), I B E W Local 1249 Insurance Fund reported a surplus of $9.0M, with revenue exceeding expenses. The organization holds $1.2M in liabilities against $125.1M in assets (debt-to-asset ratio: 1.0%), resulting in net assets of $123.9M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $67.5M $58.5M $125.1M $1.2M
2022 $60.1M $51.6M $112.1M $3.2M View 990
2021 $58.8M $42.3M $114.2M $2.3M View 990
2020 $50.8M $35.8M $94.8M $2.3M
2019 $45.1M $38.6M $71.2M $1.7M View 990
2018 $38.1M $27.4M $60.6M $1.1M View 990
2017 $30.8M $26.7M $50.6M $657K
2016 $26.1M $29.1M $45.0M $602K View 990
2015 $26.6M $23.1M $47.9M $636K View 990
2014 $27.0M $25.0M $45.2M $362K View 990
2013 $29.9M $23.3M $43.4M $398K View 990
2012 $28.8M $21.7M $36.8M $898K View 990
2011 $24.0M $21.5M $28.3M $9.5M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $67.5M, expenses of $58.5M, and assets of $125.1M (revenue +12.3% year-over-year).
  • 2022: Revenue of $60.1M, expenses of $51.6M, and assets of $112.1M (revenue +2.3% year-over-year).
  • 2021: Revenue of $58.8M, expenses of $42.3M, and assets of $114.2M (revenue +15.6% year-over-year).
  • 2020: Revenue of $50.8M, expenses of $35.8M, and assets of $94.8M (revenue +12.8% year-over-year).
  • 2019: Revenue of $45.1M, expenses of $38.6M, and assets of $71.2M (revenue +18.2% year-over-year).
  • 2018: Revenue of $38.1M, expenses of $27.4M, and assets of $60.6M (revenue +24.0% year-over-year).
  • 2017: Revenue of $30.8M, expenses of $26.7M, and assets of $50.6M (revenue +17.9% year-over-year).
  • 2016: Revenue of $26.1M, expenses of $29.1M, and assets of $45.0M (revenue -2.0% year-over-year).
  • 2015: Revenue of $26.6M, expenses of $23.1M, and assets of $47.9M (revenue -1.2% year-over-year).
  • 2014: Revenue of $27.0M, expenses of $25.0M, and assets of $45.2M (revenue -9.7% year-over-year).
  • 2013: Revenue of $29.9M, expenses of $23.3M, and assets of $43.4M (revenue +3.8% year-over-year).
  • 2012: Revenue of $28.8M, expenses of $21.7M, and assets of $36.8M (revenue +19.7% year-over-year).
  • 2011: Revenue of $24.0M, expenses of $21.5M, and assets of $28.3M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for I B E W Local 1249 Insurance Fund:

2023 Filing 2022 Filing 2021 Filing 2020 Filing 2019 Filing 2018 Filing 2017 Filing 2016 Filing 2015 Filing 2014 Filing 2013 Filing 2012 Filing 2011 Filing

Data Sources and Methodology

This transparency report for I B E W Local 1249 Insurance Fund is generated by NonprofitSpending's AI analysis engine. The data is sourced from publicly available IRS 990 filings accessed through the ProPublica Nonprofit Explorer API and IRS electronic filing records. The Mission Score, spending breakdown, and other analytical insights are produced by artificial intelligence and should be used as one of multiple factors when evaluating a nonprofit organization.

IRS 990 forms are annual information returns that most tax-exempt organizations must file with the IRS. These forms provide detailed financial information including revenue, expenses, assets, liabilities, and compensation of officers. NonprofitSpending processes this data to provide accessible transparency reports for donors, researchers, and the general public.

Disclaimer

AI-generated analysis based on IRS public records. Not financial or legal advice. Verify information directly with the organization.

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