Civic Intelligence

Ibew-363 Labor Welfare Fund

990 • Fiscal year 2014 • EIN 13-6132502

Jan 01, 2014 to Dec 31, 2014 • Filed on Oct 21, 2015

Organization ProfileWWW.IBEWLU363.ORG

View Organization Page

67 Commerce Drive SouthHarriman, NY 10926

(845) 783-3500

Siviq Scores

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

Liabilities / Assets

79th percentile

0.29x

Higher debt load relative to assets than 79% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

80th percentile

0.22x

Higher debt load relative to revenue than 80% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

86th percentile

31%

Higher net margin than 86% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

81st percentile

$180,445

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

97th percentile

63%

Faster asset growth than 97% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

66th percentile

9.2%

Faster revenue growth than 66% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$11,653,871

Up $4,504,393 (+63%) from 2013

Net Assets

Up

$8,237,666

Up $4,751,005 (+136%) from 2013

Liabilities

Down

$3,416,205

Down $246,612 (-6.7%) from 2013

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin86th percentile

Revenue

Up

$15,218,173

Up $1,283,323 (+9.2%) from 2013

Expenses

Down

$10,512,107

Down $5,805,319 (-36%) from 2013

Net Income

Up

$4,706,066

Up $7,088,642 (+298%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth97th percentile

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

$80M$60M$40M$20M$0Assets 2010: $18,002,244Liabilities 2010: $3,641,726Net Assets 2010: $14,360,5182010Assets 2011: $14,417,505Liabilities 2011: $3,428,743Net Assets 2011: $10,988,7622011Assets 2012: $9,041,743Liabilities 2012: $3,023,314Net Assets 2012: $6,018,4292012Assets 2013: $7,149,478Liabilities 2013: $3,662,817Net Assets 2013: $3,486,6612013Assets 2014: $11,653,871Liabilities 2014: $3,416,205Net Assets 2014: $8,237,6662014Assets 2015: $14,729,485Liabilities 2015: $3,905,478Net Assets 2015: $10,824,0072015Assets 2016: $20,101,583Liabilities 2016: $4,372,472Net Assets 2016: $15,729,1112016Assets 2017: $30,566,750Liabilities 2017: $6,162,808Net Assets 2017: $24,403,9422017Assets 2018: $32,796,111Liabilities 2018: $6,212,966Net Assets 2018: $26,583,1452018Assets 2019: $45,191,962Liabilities 2019: $9,210,108Net Assets 2019: $35,981,8542019Assets 2020: $47,751,842Liabilities 2020: $7,094,834Net Assets 2020: $40,657,0082020Assets 2021: $52,283,639Liabilities 2021: $9,313,275Net Assets 2021: $42,970,3642021Assets 2022: $49,611,534Liabilities 2022: $10,091,682Net Assets 2022: $39,519,8522022Assets 2023: $55,678,439Liabilities 2023: $10,239,843Net Assets 2023: $45,438,5962023Assets 2024: $61,524,722Liabilities 2024: $13,333,505Net Assets 2024: $48,191,2172024

Highlighted filing

2014

Assets$11,653,871
Liabilities$3,416,205
Net Assets$8,237,666
Open 2014 Filing

Operations Trend

Revenue Growth66th percentile

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $15,172,0822010Expenses 2011: $15,511,3702011Revenue 2012: $11,033,826Expenses 2012: $15,955,391Net Income 2012: -$4,921,5652012Revenue 2013: $13,934,850Expenses 2013: $16,317,426Net Income 2013: -$2,382,5762013Revenue 2014: $15,218,173Expenses 2014: $10,512,107Net Income 2014: $4,706,0662014Revenue 2015: $15,683,843Expenses 2015: $13,137,120Net Income 2015: $2,546,7232015Revenue 2016: $17,114,275Expenses 2016: $12,282,702Net Income 2016: $4,831,5732016Revenue 2017: $22,132,317Expenses 2017: $14,734,604Net Income 2017: $7,397,7132017Revenue 2018: $21,543,842Expenses 2018: $18,091,442Net Income 2018: $3,452,4002018Revenue 2019: $26,851,685Expenses 2019: $19,927,635Net Income 2019: $6,924,0502019Revenue 2020: $24,403,893Expenses 2020: $22,452,250Net Income 2020: $1,951,6432020Revenue 2021: $28,025,970Expenses 2021: $26,812,744Net Income 2021: $1,213,2262021Revenue 2022: $27,935,804Expenses 2022: $26,301,986Net Income 2022: $1,633,8182022Revenue 2023: $32,283,855Expenses 2023: $27,804,553Net Income 2023: $4,479,3022023Revenue 2024: $32,758,659Expenses 2024: $29,160,405Net Income 2024: $3,598,2542024

Highlighted filing

2014

Revenue$15,218,173
Expenses$10,512,107
Net Income$4,706,066
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Oct 21, 2015
Return Version
2014v5.0
Gross Receipts
$16,470,377
Mission and Program Overview

Mission

To provide welfare benefits to eligible members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,486,661$8,237,666▲ $4,751,005
Cash and Non-Interest-Bearing Accounts$4,166,732$5,492,088▲ $1,325,356
Investments in Publicly Traded Securities$393,212$3,459,518▲ $3,066,306
Accounts Receivable$2,550,629$2,570,008▲ $19,379
Investments Other Securities$22,818$120,439▲ $97,621
Land, Buildings, and Equipment, Net$12,948$10,162▼ $2,786
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,149,478$11,653,871▲ $4,504,393
Other Assets Total$3,139$1,656▼ $1,483
Liabilities
Other Liabilities$3,650,236$3,412,521▼ $237,715
Accounts Payable and Accrued Expenses$12,581$3,684▼ $8,897
Total Liabilities$3,662,817$3,416,205▼ $246,612
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,486,661$8,237,666▲ $4,751,005
Total Liabilities and Net Assets / Fund Balance$7,149,478$11,653,871▲ $4,504,393

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$10,162$89,931$100,093
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gil HeimUnion Trustee--$122,912$122,912
Steve NeugebauerUnion Trustee--$116,000$116,000
John a MaraiaUnion Trustee--$113,560$113,560
Pamela BrownPlan AdministratorPT$76,740-$76,740

Board Members and Trustees

NameTitle
Allan Thompson JrEmployee Trustee
James JohannemannEmployee Trustee
Richard ParkerEmployee Trustee
Jeffrey SeidelEmployer Trustee
Joseph DeleonardisEmployer Trustee
Robert KaehlerEmployer Trustee
James MatichUnion Trustee
Michael FerrucciUnion Trustee
Samuel Fratto IiiUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AetnaClaims Processing151 FARMINGTON AVENUE, Hartford, CT 06156$131,981
Maloney AssociatesClaims Processing12 SOUTH ST SUITE 3, Hanover, NH 03755$102,326
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,495,922
Investment Income
$62,523
Other Revenue
$659,728
Change in Net Assets
$4,706,066

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,552,509
Revenue Not Reported on Financial Statements
$665,664
Revenue Not Reported on Form 990
$44,939
Other Revenue Adjustments
$659,088
Total Revenue per Audited Statements
$14,597,448
Total Revenue per Form 990
$15,218,173
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$931,480
Other Expenses$453,829
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,126,798
Other Salaries and Wages---$429,332
Other Employee Benefits---$272,814
Payroll Taxes---$152,594
Current Officers, Directors, Trustees, and Key Employees---$76,740
Office Expenses---$44,055
Other Expenses---$30,881
Fees for Services Accounting---$28,287
Occupancy---$18,013
Fees for Services Legal---$16,322
Insurance---$9,927
Fees for Service Investment Mgmnt Fees---$6,576
Depreciation Depletion---$2,786
Conferences and Meetings---$1,077
Total Functional Expenses$0$0$0$10,512,107

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$10,512,107
Expenses per Audited Statements$10,505,531
Total Expenses per Audited Statements$9,846,443
Expenses Not Reported on Financial Statements$6,576
Expenses Not Reported on Form 990$-659,088
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
MEMBERS' VACATION PAYABLE$3,166,688
CONTRACTORS' SECURITY DEPOSITS$232,996
Reciprocals Payable$12,837
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 11

“A copy of the form 990 is provided to the board members for review purposes prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, policies and financial statements are provided to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Ibew - 363 Welfare Fund
EIN
13-6132502
Phone
8457833500
Address
67 COMMERCE DRIVE SOUTH, HARRIMAN, NY 10926

Signing Officer

Name
Pamela Brown
Title
Plan Administrator
Phone
8457833500
Signed
2015-10-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Pamela Brown
Formed
1956
Legal Domicile
Ny
Voting Board Members
12
Independent Board Members
8
Employees
26
Volunteers
0

Preparer

Firm
Mspc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Jon S Gagliardi
Phone
9082727000
Supplemental Narrative

Additional Explanations

Form 990, Part XIII, Line 2C

“The board of trustees is responsible for the oversight of the audit of the financial statements.”

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Reimbursed by affiliated funds 659,088.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Reimbursed by affiliated funds -659,088.”

Raw XML AppendixShowing 400 of 577 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/InvestmentsPubTradedSecGrp/EOYAmt03459518
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt089931
IRS990/LandBldgEquipBasisNetGrp/BOYAmt012948
IRS990/LandBldgEquipBasisNetGrp/EOYAmt010162
IRS990/LandBldgEquipCostOrOtherBssAmt0100093
IRS990/LegalDomicileStateCd0NY
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01252204
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE WELFARE BENEFITS TO ELIGIBLE MEMBERS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt03486661
IRS990/NetAssetsOrFundBalancesEOYAmt08237666
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt010196
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt010196
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt044939
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt018013
IRS990/OfficeExpensesGrp/TotalAmt044055
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt03139
IRS990/OtherAssetsTotalGrp/EOYAmt01656
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0272814
IRS990/OtherExpensesGrp/Desc0CLAIMS PROCESSING SERVI
IRS990/OtherExpensesGrp/Desc1ACTUARIAL FEES
IRS990/OtherExpensesGrp/Desc2PROGRAMMING EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0234307
IRS990/OtherExpensesGrp/TotalAmt161598
IRS990/OtherExpensesGrp/TotalAmt230881
IRS990/OtherLiabilitiesGrp/BOYAmt03650236
IRS990/OtherLiabilitiesGrp/EOYAmt03412521
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0REIMBURSED BY AFFILIATES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0659088
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1640
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0659088
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1640
IRS990/OtherRevenueTotalAmt0659728
IRS990/OtherSalariesAndWagesGrp/TotalAmt0429332
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt0152594
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0PAMELA BROWN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEES' CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2RETIREE DRUG SUBSIDY
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt013116509
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11373806
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt25607
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt013116509
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11373806
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt25607
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt014869002
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0373741
IRS990/PYOtherExpensesAmt0572175
IRS990/PYOtherRevenueAmt0684045
IRS990/PYProgramServiceRevenueAmt012877064
IRS990/PYRevenuesLessExpensesAmt0-2382576
IRS990/PYSalariesCompEmpBnftPaidAmt0876249
IRS990/PYTotalExpensesAmt016317426
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt013934850
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt04706066
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03486661
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt08237666
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt0-659088
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt06576
IRS990ScheduleD/ExpensesSubtotalAmt010505531
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt06576
IRS990ScheduleD/InvestmentExpensesNotIncldAmt06576
IRS990ScheduleD/NetUnrealizedGainsInvstAmt044939
IRS990ScheduleD/OtherExpensesIncludedAmt0-659088
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt010162
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt089931
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0100093
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt03166688
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1232996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt212837
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0MEMBERS' VACATION PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1CONTRACTORS' SECURITY DEPOSITS
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2RECIPROCALS PAYABLE
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0659088
IRS990ScheduleD/RevenueNotReportedAmt044939
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0665664
IRS990ScheduleD/RevenueSubtotalAmt014552509
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REIMBURSED BY AFFILIATED FUNDS 659,088.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED BY AFFILIATED FUNDS -659,088.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt010162
IRS990ScheduleD/TotalExpensesPerForm990Amt010512107
IRS990ScheduleD/TotalLiabilityAmt03412521
IRS990ScheduleD/TotalRevenuePerForm990Amt015218173
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt014597448
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt09846443
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0171737
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0SAMUEL FRATTO III
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0171737
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 IS PROVIDED TO THE BOARD MEMBERS FOR REVIEW PURPOSES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES AND FINANCIAL STATEMENTS ARE PROVIDED TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES IS RESPONSIBLE FOR THE OVERSIGHT OF THE AUDIT OF THE FINANCIAL STATEMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XIII, LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0IBEW #363 SUB FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IBEW #LMCC FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2L 363 JAT RE CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3IBEW #363 APPRENTICESHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4IBEW #363 SCHOLARSHIP FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt5IBEW #363
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt6IBEW #363 PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt7IBEW #363 SUPPLY HOUSE PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt8IBEW #363 MONEY PURCHASE PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0020546331
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1133800212
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2133765269
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3136132505
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4204423030
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN5131739738
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN6516041178
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN7132972311
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN8136530041
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0SECTION 501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1SECTION 501(C)(5)

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,653,871
Liabilities
$3,416,205
Net assets
$8,237,666
Revenue
$15,218,173
Expenses
$10,512,107
Net income
$4,706,066
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.5$13.3$48.2$32.8$29.2$3.60
2023Detailed filing. Detailed filing data is available for this year.$55.7$10.2$45.4$32.3$27.8$4.48
2022Detailed filing. Detailed filing data is available for this year.$49.6$10.1$39.5$27.9$26.3$1.63
2021Detailed filing. Detailed filing data is available for this year.$52.3$9.31$43.0$28.0$26.8$1.21
2020Detailed filing. Detailed filing data is available for this year.$47.8$7.09$40.7$24.4$22.5$1.95
2019Detailed filing. Detailed filing data is available for this year.$45.2$9.21$36.0$26.9$19.9$6.92
2018Detailed filing. Detailed filing data is available for this year.$32.8$6.21$26.6$21.5$18.1$3.45
2017Detailed filing. Detailed filing data is available for this year.$30.6$6.16$24.4$22.1$14.7$7.40
2016Detailed filing. Detailed filing data is available for this year.$20.1$4.37$15.7$17.1$12.3$4.83
2015Detailed filing. Detailed filing data is available for this year.$14.7$3.91$10.8$15.7$13.1$2.55
2014Detailed filing. Detailed filing data is available for this year.$11.7$3.42$8.24$15.2$10.5$4.71
2013Detailed filing. Detailed filing data is available for this year.$7.15$3.66$3.49$13.9$16.3$2.38
2012Summary only. Only limited summary data is available for this year.$9.04$3.02$6.02$11.0$16.0$4.92
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.4$3.43$11.0$15.5
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$3.64$14.4$15.2