Civic Intelligence

Additional Security Benefits Plan of the Electrical Industry

990 • Fiscal year 2015 • EIN 11-2212659

Oct 01, 2014 to Sep 30, 2015 • Filed on Jul 06, 2016

Organization Profilewww.JIBEI.org

View Organization Page

158-11 Harry Van Arsdale Jr AvenueFlushing, NY 11365

(718) 591-2000

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.03x

Higher debt load relative to assets than 52% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Liabilities / Revenue

98th percentile

1.53x

Higher debt load relative to revenue than 98% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Net Margin

1st percentile

-460%

Higher net margin than 1% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Top Officer Pay

27th percentile

$0

Higher top officer pay than 27% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2015

Asset Growth

24th percentile

-6.0%

Faster asset growth than 24% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Revenue Growth

31st percentile

-1.9%

Faster revenue growth than 31% of similar nonprofits.

2015 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$562,980,650

Down $36,206,309 (-6.0%) from 2014

Net Assets

Down

$548,750,376

Down $43,875,953 (-7.4%) from 2014

Liabilities

Up

$14,230,274

Up $7,669,644 (+117%) from 2014

Revenue And Expenses
Liabilities / Revenue98th percentileNet Margin1st percentile

Revenue

Down

$9,280,597

Down $180,153 (-1.9%) from 2014

Expenses

Down

$51,943,461

Down $7,466,099 (-13%) from 2014

Net Income

Up

-$42,662,864

Up $7,285,946 (+15%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

$1.0B$500M$0Assets 2010: $927,703,345Liabilities 2010: $49,804,107Net Assets 2010: $877,899,2382010Assets 2011: $821,648,316Liabilities 2011: $42,432,343Net Assets 2011: $779,215,9732011Assets 2012: $730,698,985Liabilities 2012: $21,771,617Net Assets 2012: $708,927,3682012Assets 2013: $668,895,295Liabilities 2013: $25,854,994Net Assets 2013: $643,040,3012013Assets 2014: $599,186,959Liabilities 2014: $6,560,630Net Assets 2014: $592,626,3292014Assets 2015: $562,980,650Liabilities 2015: $14,230,274Net Assets 2015: $548,750,3762015Assets 2016: $551,940,156Liabilities 2016: $36,138,527Net Assets 2016: $515,801,6292016Assets 2017: $540,520,413Liabilities 2017: $56,451,667Net Assets 2017: $484,068,7462017Assets 2018: $489,601,011Liabilities 2018: $35,315,240Net Assets 2018: $454,285,7712018Assets 2019: $471,826,944Liabilities 2019: $35,583,110Net Assets 2019: $436,243,8342019Assets 2020: $431,347,379Liabilities 2020: $14,716,590Net Assets 2020: $416,630,7892020Assets 2021: $408,170,316Liabilities 2021: $1,224,814Net Assets 2021: $406,945,5022021Assets 2022: $391,533,266Liabilities 2022: $5,391,443Net Assets 2022: $386,141,8232022Assets 2023: $364,720,882Liabilities 2023: $2,713,869Net Assets 2023: $362,007,0132023Assets 2024: $354,082,656Liabilities 2024: $4,924,824Net Assets 2024: $349,157,8322024

Highlighted filing

2015

Assets$562,980,650
Liabilities$14,230,274
Net Assets$548,750,376
Open 2015 Filing

Operations Trend

Revenue Growth31st percentile

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

$200M$100M$0-$100MExpenses 2010: $157,879,5352010Expenses 2011: $117,463,2852011Expenses 2012: $91,107,2912012Revenue 2013: $5,085,885Expenses 2013: $68,063,694Net Income 2013: -$62,977,8092013Revenue 2014: $9,460,750Expenses 2014: $59,409,560Net Income 2014: -$49,948,8102014Revenue 2015: $9,280,597Expenses 2015: $51,943,461Net Income 2015: -$42,662,8642015Revenue 2016: $13,572,996Expenses 2016: $45,100,089Net Income 2016: -$31,527,0932016Revenue 2017: $8,091,789Expenses 2017: $40,016,540Net Income 2017: -$31,924,7512017Revenue 2018: $2,500,901Expenses 2018: $35,912,005Net Income 2018: -$33,411,1042018Revenue 2019: $10,698,365Expenses 2019: $32,019,126Net Income 2019: -$21,320,7612019Revenue 2020: $8,773,088Expenses 2020: $28,240,773Net Income 2020: -$19,467,6852020Revenue 2021: $6,846,492Expenses 2021: $25,975,434Net Income 2021: -$19,128,9422021Revenue 2022: $4,190,561Expenses 2022: $26,976,645Net Income 2022: -$22,786,0842022Revenue 2023: $6,308,811Expenses 2023: $25,456,080Net Income 2023: -$19,147,2692023Revenue 2024: $9,310,703Expenses 2024: $24,207,077Net Income 2024: -$14,896,3742024

Highlighted filing

2015

Revenue$9,280,597
Expenses$51,943,461
Net Income-$42,662,864
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2014 to Sep 30, 2015
Signed
Jul 6, 2016
Return Version
2014v6.0
Gross Receipts
$549,913,589
Mission and Program Overview

Mission

Payments of additional security benefits to eligible members of the electrical industry Local Union No 3 members.

The Collection and Investment of Funds received from Electrical Contractors for the Purpose of Providing Benefits to Members of Local Union No. 3.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$592,626,329$548,750,376▼ $43,875,953
Investments in Publicly Traded Securities$534,109,746$510,686,991▼ $23,422,755
Investments Other Securities$55,884,893$39,028,793▼ $16,856,100
Savings and Temporary Cash Investments$1,691,159$1,319,688▼ $371,471
Cash and Non-Interest-Bearing Accounts$0$0→ $0
Accounts Receivable$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0--
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Prepaid Expenses and Deferred Charges$0$0→ $0
Total Assets$599,186,959$562,980,650▼ $36,206,309
Other Assets Total$7,501,161$11,945,178▲ $4,444,017
Liabilities
Other Liabilities$5,175,078$13,018,266▲ $7,843,188
Accounts Payable and Accrued Expenses$1,385,552$1,212,008▼ $173,544
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$6,560,630$14,230,274▲ $7,669,644
Net Assets / Fund Balance
Total Net Assets Fund Balance$592,626,329$548,750,376▼ $43,875,953
Total Liabilities and Net Assets / Fund Balance$599,186,959$562,980,650▼ $36,206,309

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$1,381,573--
Other Securities$10,581,101--
Compensation and Service Providers
Top Officer Pay27th percentile

Board Members and Trustees

NameTitle
Anthony CauloTrustee
Carol KleinbergTrustee
Christopher EriksonTrustee
Gina AddeoTrustee
Hal SokoloffTrustee
Ira GruntherTrustee
John E MarchellTrustee
Kristine DeNapoliTrustee
Lance Van ArsdaleTrustee
Luis RestrepoTrustee
Raymond MelvilleTrustee
Rudy WeissbergTrustee
Stephen GianottiTrustee
Steven LazzaroTrustee
Vincent McElroenTrustee
William HofvingTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$25,855
Investment Income
$9,254,742
Other Revenue
$0
All Other Contributions
$0
Change in Net Assets
$-42,662,864

Audited Revenue Reconciliation

Revenue per Audited Statements
$9,280,597
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,213,089
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$8,067,508
Total Revenue per Form 990
$9,280,597
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,556,007
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$49,387,454
Other Expenses---$1,927,799
Fees for Service Investment Mgmnt Fees---$628,208
Total Functional Expenses$0$0$0$51,943,461

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$51,943,461
Total Expenses per Audited Statements$51,943,461
Total Expenses per Form 990$51,943,461
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
Other Expense Adjustments$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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Collatteral Payable$8,453,090
Due to Broker for Pending Security Purchased$4,565,176
Federal Income Taxes$0
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
No
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
No
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 11B

“The plan's board of trustees approves all financial statement information included in the form 990 ( the plan's audited september 30, 2015 financial statements were approved by the board of trustees). In addition, the plan's trustees approve all significant transactions that impact the plan.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents available to all its members. This is communicated in various manners (summary annual reports, internal and external websites, etc). He plan's financial statements are also filed with its form 5500.”

Filing and Contact Details

Filer

Filer Name
Additional Security Benefits Plan of the Electrical Industry
EIN
11-2212659
Phone
7185912000
Address
158-11 Harry Van Arsdale Jr Avenue, Flushing, NY 11365

Signing Officer

Name
Dr Gerald Finkel
Title
Chairman, Joint Industry Board
Phone
7185912000
Signed
2016-07-06

Organization Details

Principal Officer
Dr Gerald Finkel
Formed
1969
Legal Domicile
Ny
Voting Board Members
14
Independent Board Members
0
Employees
0
Volunteers
14
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The finance committee evaluates and recommends the independent accountant to the plan's trustees.”

Financial Statement Notes

Schedule D, Part X, Line 2

“Management evaluated all of the plan's tax positions for all open tax years and has concluded that the plan has taken no uncertain tax positions that require adjustment to the financial statements, generally, the plan is no longer subject to income tax examinations by u.s. Federal, state or local tax authorities for years before 2012, which is the standard statute of limitations look-back period.”

Raw XML AppendixShowing 400 of 578 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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IRS990/Form990PartVIISectionAGrp/TitleTxt6Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt11Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt12Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt13Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt14Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt15Trustee
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IRS990/MoreThan5000KToIndividualsInd00
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1213089
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NoncashContributionsAmt00
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
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IRS990/OtherAssetsTotalGrp/BOYAmt07501161
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt08453090
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IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLATERAL FOR SECURITIES LOANED

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$562,980,650
Liabilities
$14,230,274
Net assets
$548,750,376
Revenue
$9,280,597
Expenses
$51,943,461
Net income
-$42,662,864
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$354$4.92$349$9.31$24.2$14.9
2023Detailed filing. Detailed filing data is available for this year.$365$2.71$362$6.31$25.5$19.1
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$392$5.39$386$4.19$27.0$22.8
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$408$1.22$407$6.85$26.0$19.1
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$431$14.7$417$8.77$28.2$19.5
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$472$35.6$436$10.7$32.0$21.3
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$490$35.3$454$2.50$35.9$33.4
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$541$56.5$484$8.09$40.0$31.9
2016Detailed filing. Detailed filing data is available for this year.$552$36.1$516$13.6$45.1$31.5
2015Detailed filing. Detailed filing data is available for this year.$563$14.2$549$9.28$51.9$42.7
2014Detailed filing. Detailed filing data is available for this year.$599$6.56$593$9.46$59.4$49.9
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$669$25.9$643$5.09$68.1$63.0
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$731$21.8$709$91.1
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$822$42.4$779$117
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$928$49.8$878$158
Peer Organizations

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