Ibew 363 Labor Welfare Fund

Ibew 363 Labor Welfare Fund shows consistent financial growth and zero officer compensation over the past decade.

EIN: 136132502 · Harriman, NY · NTEE: J40Z · Updated: 2026-03-28

$51.9MRevenue
$32.8MGross Revenue
$61.5MAssets
90/100Mission Score (Excellent)
J40Z
Ibew 363 Labor Welfare Fund Financial Summary
MetricValue
Total Revenue$51.9M
Total Expenses$27.8M
Program Spending95%
Net Assets$45.4M
Transparency Score90/100

Is Ibew 363 Labor Welfare Fund Legit?

Appears Legitimate

GoodFiling Consistency
ExcellentSpending Efficiency
GoodTransparency
NoneRed Flags

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

Ibew 363 Labor Welfare Fund directs 95% of its spending to programs. This exceeds the industry benchmark of 65%, indicating strong mission focus.

About Ibew 363 Labor Welfare Fund

Ibew 363 Labor Welfare Fund (EIN: 136132502) is a nonprofit organization based in Harriman, NY, classified under NTEE code J40Z. The organization reported total revenue of $51.9M and total assets of $61.5M according to its most recent IRS 990 filing. This transparency report provides an AI-powered analysis of Ibew 363 Labor Welfare Fund's financial health, spending patterns, executive compensation, and overall mission effectiveness based on publicly available IRS data.

Organization Overview

71Years Operating
MajorSize Classification
13Years of Filings
MixedRevenue Trajectory

Ibew 363 Labor Welfare Fund is a major nonprofit that has been operating for 71 years, with 13 years of IRS 990 filings on record (2011–2023). Revenue has grown at a compound annual rate of 7.8%.

Key Financial Metrics (2023)

From the most recent IRS 990 filing on record:

Total Revenue$32.3M
Total Expenses$27.8M
Surplus / Deficit+$4.5M
Total Assets$55.7M
Total Liabilities$10.2M
Net Assets$45.4M
Operating Margin13.9%
Debt-to-Asset Ratio18.4%
Months of Reserves24.0 months

Financial Health Grade: A

In 2023, Ibew 363 Labor Welfare Fund reported a surplus of $4.5M with revenue exceeding expenses, holds 24.0 months of operating reserves (strong position), has a debt-to-asset ratio of 18.4% (very low leverage).

Financial Trends

Over 13 years of filings (2011–2023), Ibew 363 Labor Welfare Fund's revenue has grown at a compound annual growth rate (CAGR) of 7.8%.

YearRevenue ChangeExpense ChangeAsset Change
2023+15.6%+5.7%+12.2%
2022-0.3%-1.9%-5.1%
2021+14.8%+19.4%+9.5%
2020-9.1%+12.7%+5.7%
2019+24.6%+10.1%+37.8%

IRS Tax-Exempt Classification

IRS Classification Codes1000
IRS Ruling Date1955

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

AI Transparency Report

Ibew 363 Labor Welfare Fund demonstrates consistent financial growth and stability over the past decade. The organization's revenue has steadily increased from $15.2 million in 2014 to $32.2 million in 2023, with assets growing from $11.6 million to $55.6 million in the same period. This indicates effective management of its financial resources and a strong capacity to meet its obligations. The fund consistently reports zero officer compensation, which is a positive indicator of its commitment to directing resources towards its mission rather than executive salaries. The organization's spending efficiency appears robust, with expenses consistently lower than revenue, allowing for asset accumulation. For example, in 2023, expenses were $27.8 million against $32.2 million in revenue. As a labor welfare fund, its primary 'program' spending would be direct benefits to members, which typically constitutes the vast majority of its expenditures. The absence of reported officer compensation further supports an efficient operational model. Transparency is high given the consistent filing of IRS Form 990s and the clear financial trends. Overall, Ibew 363 Labor Welfare Fund exhibits strong financial health, efficient spending practices, and a high degree of transparency through its public filings. The consistent growth in assets and revenue, coupled with responsible expense management and no executive compensation, paints a picture of a well-managed and mission-focused organization.

Mission Effectiveness Score

NonprofitSpending's AI analysis rates Ibew 363 Labor Welfare 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, Ibew 363 Labor Welfare 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:

$32.3MTotal Revenue
$27.8MTotal Expenses
$55.7MTotal Assets
$10.2MTotal Liabilities
$45.4MNet Assets
  • The organization reported a surplus of $4.5M, with revenue exceeding expenses.
  • Debt-to-asset ratio: 18.4%.

Executive Compensation Analysis

The organization consistently reports 0% officer compensation across all available filings, indicating that no salaries are paid to its officers, which is highly unusual and suggests a volunteer-led or externally managed executive structure, directing more funds to its welfare mission.

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.

Strengths

The following positive indicators were identified for Ibew 363 Labor Welfare Fund:

  • Consistent revenue growth, from $15.2M in 2014 to $32.2M in 2023.
  • Strong asset accumulation, growing from $11.6M in 2014 to $55.6M in 2023.
  • Zero officer compensation reported across all filings, indicating high efficiency and mission focus.
  • Expenses consistently lower than revenue, demonstrating sound financial management.
  • Healthy asset-to-liability ratio, with assets of $55.6M against liabilities of $10.2M in 2023.

Frequently Asked Questions about Ibew 363 Labor Welfare Fund

Is Ibew 363 Labor Welfare Fund a legitimate charity?

Ibew 363 Labor Welfare Fund (EIN: 136132502) 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: $51.9M. No red flags identified. 5 strengths noted. Financial health grade: A.

How does Ibew 363 Labor Welfare Fund spend its money?

Ibew 363 Labor Welfare Fund directs 95% of its spending to programs and services. This exceeds the 65% industry benchmark.

Are donations to Ibew 363 Labor Welfare Fund tax-deductible?

Ibew 363 Labor Welfare Fund is registered as a tax-exempt nonprofit (EIN: 136132502). Donations to most 501(c)(3) organizations are tax-deductible. Consult a tax professional for your specific situation.

How does Ibew 363 Labor Welfare Fund compare to similar nonprofits?

With a transparency score of 90/100 (Excellent), Ibew 363 Labor Welfare Fund is above average for NTEE category J40Z nonprofits. The score reflects financial transparency, program spending efficiency, and governance quality based on IRS 990 data.

Where is Ibew 363 Labor Welfare Fund located?

Ibew 363 Labor Welfare Fund is headquartered in Harriman, New York and files with the IRS under EIN 136132502. It is classified under NTEE code J40Z.

How many years of IRS 990 filings does Ibew 363 Labor Welfare Fund have?

Ibew 363 Labor Welfare 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 $51.9M in total revenue.

Is Ibew 363 Labor Welfare Fund a good charity?

Based on its financial data, Ibew 363 Labor Welfare Fund appears to be a very well-managed organization. It demonstrates consistent financial growth, maintains healthy asset reserves, and notably reports zero officer compensation, suggesting a strong commitment to its welfare mission.

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

The organization's financial health has significantly improved over the past decade. Revenue grew from $15.2 million in 2014 to $32.2 million in 2023, and assets increased from $11.6 million to $55.6 million in the same period, indicating strong and sustained growth.

What is the organization's approach to executive compensation?

Ibew 363 Labor Welfare Fund consistently reports 0% officer compensation in all available filings, meaning no salaries are paid to its officers. This is a highly positive indicator of its dedication to directing resources towards its beneficiaries.

Filing History

IRS 990 filing history for Ibew 363 Labor Welfare Fund showing financial trends over 13 years of public records:

Over 13 years of IRS 990 filings (2011–2023), Ibew 363 Labor Welfare Fund's revenue has grown by 147.6%, moving from $13.0M to $32.3M. Total assets increased by 286.2% over the same period, from $14.4M to $55.7M. Total functional expenses rose by 79.3%, from $15.5M to $27.8M. In its most recent filing year (2023), Ibew 363 Labor Welfare Fund reported a surplus of $4.5M, with revenue exceeding expenses. The organization holds $10.2M in liabilities against $55.7M in assets (debt-to-asset ratio: 18.4%), resulting in net assets of $45.4M.

YearRevenueExpensesAssetsLiabilitiesOfficer Comp. %PDF
2023 $32.3M $27.8M $55.7M $10.2M
2022 $27.9M $26.3M $49.6M $10.1M View 990
2021 $28.0M $26.8M $52.3M $9.3M View 990
2020 $24.4M $22.5M $47.8M $7.1M View 990
2019 $26.9M $19.9M $45.2M $9.2M View 990
2018 $21.5M $18.1M $32.8M $6.2M View 990
2017 $22.1M $14.7M $30.6M $6.2M View 990
2016 $17.1M $12.3M $20.1M $4.4M View 990
2015 $15.7M $13.1M $14.7M $3.9M View 990
2014 $15.2M $10.5M $11.7M $3.4M View 990
2013 $13.9M $16.3M $7.1M $3.7M View 990
2012 $11.0M $16.0M $9.0M $3.0M View 990
2011 $13.0M $15.5M $14.4M $3.4M View 990

Year-by-Year Financial Summary

  • 2023: Revenue of $32.3M, expenses of $27.8M, and assets of $55.7M (revenue +15.6% year-over-year).
  • 2022: Revenue of $27.9M, expenses of $26.3M, and assets of $49.6M (revenue -0.3% year-over-year).
  • 2021: Revenue of $28.0M, expenses of $26.8M, and assets of $52.3M (revenue +14.8% year-over-year).
  • 2020: Revenue of $24.4M, expenses of $22.5M, and assets of $47.8M (revenue -9.1% year-over-year).
  • 2019: Revenue of $26.9M, expenses of $19.9M, and assets of $45.2M (revenue +24.6% year-over-year).
  • 2018: Revenue of $21.5M, expenses of $18.1M, and assets of $32.8M (revenue -2.7% year-over-year).
  • 2017: Revenue of $22.1M, expenses of $14.7M, and assets of $30.6M (revenue +29.3% year-over-year).
  • 2016: Revenue of $17.1M, expenses of $12.3M, and assets of $20.1M (revenue +9.1% year-over-year).
  • 2015: Revenue of $15.7M, expenses of $13.1M, and assets of $14.7M (revenue +3.1% year-over-year).
  • 2014: Revenue of $15.2M, expenses of $10.5M, and assets of $11.7M (revenue +9.2% year-over-year).
  • 2013: Revenue of $13.9M, expenses of $16.3M, and assets of $7.1M (revenue +26.3% year-over-year).
  • 2012: Revenue of $11.0M, expenses of $16.0M, and assets of $9.0M (revenue -15.4% year-over-year).
  • 2011: Revenue of $13.0M, expenses of $15.5M, and assets of $14.4M.

View Individual Filing Years

Explore detailed financial data from each IRS 990 filing year for Ibew 363 Labor Welfare 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 Ibew 363 Labor Welfare 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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