Civic Intelligence

Additional Security Benefits Plan of the Electrical Industry

990 • Fiscal year 2016 • EIN 11-2212659

Oct 01, 2015 to Sep 30, 2016 • Filed on Jul 21, 2017

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

59th percentile

0.07x

Higher debt load relative to assets than 59% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Liabilities / Revenue

99th percentile

2.66x

Higher debt load relative to revenue than 99% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Net Margin

2nd percentile

-232%

Higher net margin than 2% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Top Officer Pay

28th percentile

$0

Higher top officer pay than 28% of similar nonprofits.

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

2016 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2016

Asset Growth

23rd percentile

-2.0%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

46%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$551,940,156

Down $11,040,494 (-2.0%) from 2015

Net Assets

Down

$515,801,629

Down $32,948,747 (-6.0%) from 2015

Liabilities

Up

$36,138,527

Up $21,908,253 (+154%) from 2015

Revenue And Expenses
Liabilities / Revenue99th percentileNet Margin2nd percentile

Revenue

Up

$13,572,996

Up $4,292,399 (+46%) from 2015

Expenses

Down

$45,100,089

Down $6,843,372 (-13%) from 2015

Net Income

Up

-$31,527,093

Up $11,135,771 (+26%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth23rd 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

2016

Assets$551,940,156
Liabilities$36,138,527
Net Assets$515,801,629
Open 2016 Filing

Operations Trend

Revenue Growth88th 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

2016

Revenue$13,572,996
Expenses$45,100,089
Net Income-$31,527,093
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2015 to Sep 30, 2016
Signed
Jul 21, 2017
Return Version
2015v3.0
Gross Receipts
$451,296,079
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$548,750,376$515,801,629▼ $32,948,747
Investments in Publicly Traded Securities$510,686,991$474,376,401▼ $36,310,590
Investments Other Securities$39,028,793$40,720,511▲ $1,691,718
Savings and Temporary Cash Investments$1,319,688$2,207,415▲ $887,727
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$562,980,650$551,940,156▼ $11,040,494
Other Assets Total$11,945,178$34,635,829▲ $22,690,651
Liabilities
Other Liabilities$13,018,266$34,927,378▲ $21,909,112
Accounts Payable and Accrued Expenses$1,212,008$1,211,149▼ $859
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$14,230,274$36,138,527▲ $21,908,253
Net Assets / Fund Balance
Total Net Assets Fund Balance$548,750,376$515,801,629▼ $32,948,747
Total Liabilities and Net Assets / Fund Balance$562,980,650$551,940,156▼ $11,040,494

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$3,172,920--
Other Securities$10,671,491--
Closely Held Equity Interests$0--
Financial Derivatives$0--
Compensation and Service Providers
Top Officer Pay28th percentile

Board Members and Trustees

NameTitle
Anthony CauloTrustee
Carol KleinbergTrustee
Christopher EriksonTrustee
Gina AddeoTrustee
Hal SokoloffTrustee
Ira GruntherTrustee
John E MarchellTrustee
Ken BrouwerTrustee
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
$0
Investment Income
$13,572,996
Other Revenue
$0
Change in Net Assets
$-31,527,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$13,572,996
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-1,421,654
Other Revenue Adjustments
$0
Total Revenue per Audited Statements
$12,151,342
Total Revenue per Form 990
$13,572,996
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,174,290
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---$42,925,799
Other Expenses---$1,570,982
Fees for Service Investment Mgmnt Fees---$603,308
Total Functional Expenses$0$0$0$45,100,089

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$45,100,089
Total Expenses per Audited Statements$45,100,089
Total Expenses per Form 990$45,100,089
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
Collateral Payable$29,232,238
Due to Broker for Pending Securities Purchased$5,695,140
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, 2016 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 websites, etc). The 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
2017-07-21

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 2013, which is the standard statute of limitations look-back period.”

Raw XML AppendixShowing 400 of 611 raw XML fields

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IRS990/Form990PartVIISectionAGrp/PersonNm6William Hofving
IRS990/Form990PartVIISectionAGrp/PersonNm7Vincent McElroen
IRS990/Form990PartVIISectionAGrp/PersonNm8Raymond Melville
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IRS990/Form990PartVIISectionAGrp/PersonNm10Kristine DeNapoli
IRS990/Form990PartVIISectionAGrp/PersonNm11John E Marchell
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IRS990/Form990PartVIISectionAGrp/PersonNm15Hal Sokoloff
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
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
IRS990/Form990PartVIISectionAGrp/TitleTxt16Trustee
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IRS990/FSAuditedInd01
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IRS990/GoverningBodyVotingMembersCnt014
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IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/OtherAmt00
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IRS990/GrossReceiptsAmt0451296079
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt00
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentExpenseAmt00
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IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt0304445
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt039028793
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt040720511
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
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IRS990/InvestmentsPubTradedSecGrp/EOYAmt0474376401
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/OtherAmt00
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IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd00
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IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Payments of additional security benefits to eligible members of the electrical industry Local Union No 3 members.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0548750376
IRS990/NetAssetsOrFundBalancesEOYAmt0515801629
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-893906
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-893906
IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-1421654
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt011945178
IRS990/OtherAssetsTotalGrp/EOYAmt034635829
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0ADMINISTRATIVE & RECORDKEEPING EXPENSE
IRS990/OtherExpensesGrp/TotalAmt01570982
IRS990/OtherLiabilitiesGrp/BOYAmt013018266
IRS990/OtherLiabilitiesGrp/EOYAmt034927378
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd00
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0DR GERALD FINKEL
IRS990/PriorPeriodAdjustmentsAmt00
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt049387454
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt09254742
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IRS990/PYOtherExpensesAmt02556007
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt025855
IRS990/PYRevenuesLessExpensesAmt0-42662864
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt051943461
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt09280597
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IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
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IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt11997469
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt2233202
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt33172920
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0COLLATERAL FOR SECURITIES LOANED
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1ACCRUED INTEREST RECEIVABLE AND OTHER
IRS990ScheduleD/OtherAssetsOrgGrp/Desc2DUE FROM THE JOINT INDUSTRY BOARD OF THE ELECTRICAL INDUSTRY
IRS990ScheduleD/OtherAssetsOrgGrp/Desc3DUE FROM BROKER FOR PENDING SECURITIES SOLD
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029232238
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15695140
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IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt030049020
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt110671491

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$551,940,156
Liabilities
$36,138,527
Net assets
$515,801,629
Revenue
$13,572,996
Expenses
$45,100,089
Net income
-$31,527,093
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
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$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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