Civic Intelligence

Ibew Local Union 697 Sub Fund

990 • Fiscal year 2015 • EIN 03-0545014

Jan 01, 2015 to Dec 31, 2015 • Filed on May 12, 2016

Organization ProfileN/A

View Organization Page

7200 Mississippi St No 300Merrillville, IN 46410

(219) 845-4433

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

62nd percentile

0.05x

Higher debt load relative to assets than 62% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

89th percentile

0.41x

Higher debt load relative to revenue than 89% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Net Margin

14th percentile

-26%

Higher net margin than 14% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

88th percentile

$193,788

Higher top officer pay than 88% of similar nonprofits.

Top officer pay equals 72.4% of source-year revenue.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2015

Asset Growth

38th percentile

-3.5%

Faster asset growth than 38% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

2015 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets62nd percentile

Assets

Down

$2,198,113

Down $78,767 (-3.5%) from 2014

Net Assets

Down

$2,088,491

Down $70,696 (-3.3%) from 2014

Liabilities

Down

$109,622

Down $8,071 (-6.9%) from 2014

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin14th percentile

Revenue

Up

$267,667

Up $53,338 (+25%) from 2014

Expenses

Down

$338,229

Down $1,029,223 (-75%) from 2014

Net Income

Up

-$70,562

Up $1,082,561 (+94%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth38th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $1,954,722Liabilities 2010: $101,512Net Assets 2010: $1,853,2102010Assets 2011: $2,442,127Liabilities 2011: $120,819Net Assets 2011: $2,321,3082011Assets 2012: $4,216,833Liabilities 2012: $185,018Net Assets 2012: $4,031,8152012Assets 2013: $3,449,919Liabilities 2013: $137,716Net Assets 2013: $3,312,2032013Assets 2014: $2,276,880Liabilities 2014: $117,693Net Assets 2014: $2,159,1872014Assets 2015: $2,198,113Liabilities 2015: $109,622Net Assets 2015: $2,088,4912015Assets 2016: $2,064,727Liabilities 2016: $105,899Net Assets 2016: $1,958,8282016Assets 2017: $2,101,917Liabilities 2017: $113,072Net Assets 2017: $1,988,8452017Assets 2018: $2,259,097Liabilities 2018: $119,990Net Assets 2018: $2,139,1072018Assets 2019: $2,312,501Liabilities 2019: $24,521Net Assets 2019: $2,287,9802019Assets 2020: $1,777,315Liabilities 2020: $21,692Net Assets 2020: $1,755,6232020Assets 2021: $1,992,017Liabilities 2021: $9,038Net Assets 2021: $1,982,9792021Assets 2022: $2,308,453Liabilities 2022: $427Net Assets 2022: $2,308,0262022Assets 2023: $2,642,242Liabilities 2023: $9,689Net Assets 2023: $2,632,5532023Assets 2024: $2,764,509Liabilities 2024: $1,823Net Assets 2024: $2,762,6862024

Highlighted filing

2015

Assets$2,198,113
Liabilities$109,622
Net Assets$2,088,491
Open 2015 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0M-$2.0MRevenue 2010: $460,990Expenses 2010: $296,919Net Income 2010: $164,0712010Expenses 2011: $264,3942011Revenue 2012: $1,987,798Expenses 2012: $272,020Net Income 2012: $1,715,7782012Revenue 2013: $1,404,469Expenses 2013: $2,121,450Net Income 2013: -$716,9812013Revenue 2014: $214,329Expenses 2014: $1,367,452Net Income 2014: -$1,153,1232014Revenue 2015: $267,667Expenses 2015: $338,229Net Income 2015: -$70,5622015Revenue 2016: $202,962Expenses 2016: $332,012Net Income 2016: -$129,0502016Revenue 2017: $273,723Expenses 2017: $243,614Net Income 2017: $30,1092017Revenue 2018: $424,959Expenses 2018: $274,697Net Income 2018: $150,2622018Revenue 2019: $456,951Expenses 2019: $308,142Net Income 2019: $148,8092019Revenue 2020: $281,693Expenses 2020: $813,878Net Income 2020: -$532,1852020Revenue 2021: $459,049Expenses 2021: $231,610Net Income 2021: $227,4392021Revenue 2022: $541,525Expenses 2022: $144,762Net Income 2022: $396,7632022Revenue 2023: $553,791Expenses 2023: $299,424Net Income 2023: $254,3672023Revenue 2024: $484,800Expenses 2024: $358,789Net Income 2024: $126,0112024

Highlighted filing

2015

Revenue$267,667
Expenses$338,229
Net Income-$70,562
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 12, 2016
Return Version
2015v2.1
Gross Receipts
$568,150
Mission and Program Overview

Mission

Provide supplemental unemployment benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,159,187$2,088,491▼ $70,696
Savings and Temporary Cash Investments$1,555,400$1,564,146▲ $8,746
Investments in Publicly Traded Securities$599,766$498,147▼ $101,619
Accounts Receivable$100,788$114,795▲ $14,007
Land, Buildings, and Equipment, Net$14,542$14,082▼ $460
Prepaid Expenses and Deferred Charges$6,384$6,943▲ $559
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,276,880$2,198,113▼ $78,767
Liabilities
Accounts Payable and Accrued Expenses$117,693$109,622▼ $8,071
Total Liabilities$117,693$109,622▼ $8,071
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,159,187$2,088,491▼ $70,696
Total Liabilities and Net Assets / Fund Balance$2,276,880$2,198,113▼ $78,767

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$14,082$12,289$26,371
Compensation and Service Providers
Top Officer Pay88th percentile

Employees

NameTitleOtherTotal
Phil HernandezTrustee$5,213$5,213
James Mola JrTrustee$1,929$1,929

Board Members and Trustees

NameTitle
Daniel WaldropTrustee
Edward ShikanyTrustee
Patrick BaileyTrustee
Rick AndersonTrustee
Tom CorsigliaTrustee
William Walton JrTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$264,222
Investment Income
$3,445
Other Revenue
$0
Change in Net Assets
$-70,562

Audited Revenue Reconciliation

Revenue per Audited Statements
$262,526
Revenue Not Reported on Financial Statements
$5,141
Revenue Not Reported on Form 990
$-134
Total Revenue per Audited Statements
$262,392
Total Revenue per Form 990
$267,667
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$104,443
Salaries, Compensation, and Employee Benefits$30,240
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$203,546
Other Expenses---$53,224
Fees for Services Accounting---$17,424
Other Salaries and Wages---$16,312
Occupancy---$8,140
Insurance---$7,809
Pension Plan Contributions---$6,429
Other Employee Benefits---$6,166
Fees for Services Legal---$5,827
Fees for Service Investment Mgmnt Fees---$5,141
Depreciation Depletion---$2,090
Information Technology---$1,974
Office Expenses---$1,685
Payroll Taxes---$1,333
Conferences and Meetings---$1,129
Total Functional Expenses$0$0$0$338,229

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$338,229
Expenses per Audited Statements$333,088
Total Expenses per Audited Statements$333,088
Expenses Not Reported on Financial Statements$5,141
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

“The completed form 990 is provided to the fund manager and certain trustees of the fund. The fund manager and trustees review the form and discuss any matters of uncertainty. Upon fully understanding the completed form 990, the form is signed and submitted to the irs.”

Form 990, Part VI, Section B, Line 12C

“The plan adopted the conflict of interest policy in 2011. Trustees are required to disclose to the fund administrator their interests that could give rise to conflicts of interest or the appearance of conflict of interest.”

Form 990, Part VI, Section C, Line 19

“The governing documents, conflict of interest policy and financial statements are available to any participant in the plan who comes into the fund office and requests to see them.”

Filing and Contact Details

Filer

Filer Name
Ibew Local Union 697 Sub Fund
EIN
03-0545014
Phone
2198454433
Address
7200 MISSISSIPPI ST NO 300, MERRILLVILLE, IN 46410

Signing Officer

Name
Dan Waldrop
Title
Trustee
Phone
2198454433
Signed
2016-05-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Waldrop
Formed
2004
Legal Domicile
In
Voting Board Members
8
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
311 S WACKER DRIVE STE 4000, CHICAGO, IL 60606
Preparer
Louise King
Phone
3123680500
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Lines 7,8,9,10

“Local 697 ibew & electrical industry pension fund, which is a related party to the filer, pays the fringe benefits, salaries, and any related taxes for several related funds, including the filer. In turn, the pension fund also files the related tax forms (w-2's) for these expenses. These related funds reimburse the pension fund for their individual shares of these expenses.”

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

Raw XML AppendixShowing 400 of 712 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt014082
IRS990ScheduleD/TotalExpensesPerForm990Amt0338229
IRS990ScheduleD/TotalRevenuePerForm990Amt0267667
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0262392
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0333088
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt030584
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024424
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt0816
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DANIEL WALDROP
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0193788
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 IS PROVIDED TO THE FUND MANAGER AND CERTAIN TRUSTEES OF THE FUND. THE FUND MANAGER AND TRUSTEES REVIEW THE FORM AND DISCUSS ANY MATTERS OF UNCERTAINTY. UPON FULLY UNDERSTANDING THE COMPLETED FORM 990, THE FORM IS SIGNED AND SUBMITTED TO THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN ADOPTED THE CONFLICT OF INTEREST POLICY IN 2011. TRUSTEES ARE REQUIRED TO DISCLOSE TO THE FUND ADMINISTRATOR THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST OR THE APPEARANCE OF CONFLICT OF INTEREST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE AVAILABLE TO ANY PARTICIPANT IN THE PLAN WHO COMES INTO THE FUND OFFICE AND REQUESTS TO SEE THEM.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LOCAL 697 IBEW & ELECTRICAL INDUSTRY PENSION FUND, WHICH IS A RELATED PARTY TO THE FILER, PAYS THE FRINGE BENEFITS, SALARIES, AND ANY RELATED TAXES FOR SEVERAL RELATED FUNDS, INCLUDING THE FILER. IN TURN, THE PENSION FUND ALSO FILES THE RELATED TAX FORMS (W-2'S) FOR THESE EXPENSES. THESE RELATED FUNDS REIMBURSE THE PENSION FUND FOR THEIR INDIVIDUAL SHARES OF THESE EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART IX, LINES 7,8,9,10
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd790
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd890
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt6CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt7CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt8CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt9CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt10CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt11CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt12CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt13CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt14CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt15CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt16CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt17CONTRIBUTING EMPLOYER
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt19CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt20CONTRIBUTING EMPLOYER

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,198,113
Liabilities
$109,622
Net assets
$2,088,491
Revenue
$267,667
Expenses
$338,229
Net income
-$70,562
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.76$0.00$2.76$0.48$0.36$0.13
2023Detailed filing. Detailed filing data is available for this year.$2.64$0.01$2.63$0.55$0.30$0.25
2022Detailed filing. Detailed filing data is available for this year.$2.31$0.00$2.31$0.54$0.14$0.40
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.99$0.01$1.98$0.46$0.23$0.23
2020Detailed filing. Detailed filing data is available for this year.$1.78$0.02$1.76$0.28$0.81$0.53
2019Summary only. Only limited summary data is available for this year.$2.31$0.02$2.29$0.46$0.31$0.15
2018Summary only. Only limited summary data is available for this year.$2.26$0.12$2.14$0.42$0.27$0.15
2017Summary only. Only limited summary data is available for this year.$2.10$0.11$1.99$0.27$0.24$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.06$0.11$1.96$0.20$0.33$0.13
2015Detailed filing. Detailed filing data is available for this year.$2.20$0.11$2.09$0.27$0.34$0.07
2014Summary only. Only limited summary data is available for this year.$2.28$0.12$2.16$0.21$1.37$1.15
2013Detailed filing. Detailed filing data is available for this year.$3.45$0.14$3.31$1.40$2.12$0.72
2012Summary only. Only limited summary data is available for this year.$4.22$0.19$4.03$1.99$0.27$1.72
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.44$0.12$2.32$0.26
2010Summary only. Only limited summary data is available for this year.$1.95$0.10$1.85$0.46$0.30$0.16
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)9 • $1M-$5M nonprofits