Civic Intelligence

Ibew Local 43 & Electrical Contractors Welfare Fund Board of Trustees

990 • Fiscal year 2017 • EIN 15-6025163

Jul 01, 2016 to Jun 30, 2017 • Filed on Mar 06, 2018

PO Box 2218Syracuse, NY 13220

(315) 474-5729

Siviq Scores

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

Liabilities / Assets

34th percentile

0.01x

Higher debt load relative to assets than 34% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Net Margin

47th percentile

4.0%

Higher net margin than 47% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Top Officer Pay

71st percentile

$174,999

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 1.1% of source-year revenue.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2017

Asset Growth

29th percentile

2.2%

Faster asset growth than 29% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Revenue Growth

69th percentile

12%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2016 to 2017

Assets

Up

$32,596,934

Up $694,897 (+2.2%) from 2016

Net Assets

Up

$32,371,908

Up $708,273 (+2.2%) from 2016

Liabilities

Down

$225,026

Down $13,376 (-5.6%) from 2016

Revenue

Up

$15,708,077

Up $1,655,322 (+12%) from 2016

Expenses

Up

$15,085,856

Up $644,166 (+4.5%) from 2016

Net Income

Up

$622,221

Up $1,011,156 (+260%) from 2016

Historical Trend

Balance Sheet Trend

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

$80M$60M$40M$20M$0Assets 2010: $15,733,242Liabilities 2010: $227,494Net Assets 2010: $15,505,7482010Assets 2011: $20,296,115Liabilities 2011: $238,713Net Assets 2011: $20,057,4022011Assets 2012: $25,678,661Liabilities 2012: $379,330Net Assets 2012: $25,299,3312012Assets 2013: $28,583,023Liabilities 2013: $231,435Net Assets 2013: $28,351,5882013Assets 2014: $30,739,314Liabilities 2014: $214,270Net Assets 2014: $30,525,0442014Assets 2015: $31,507,623Liabilities 2015: $187,109Net Assets 2015: $31,320,5142015Assets 2016: $31,902,037Liabilities 2016: $238,402Net Assets 2016: $31,663,6352016Assets 2017: $32,596,934Liabilities 2017: $225,026Net Assets 2017: $32,371,9082017Assets 2018: $34,168,451Liabilities 2018: $324,953Net Assets 2018: $33,843,4982018Assets 2019: $39,270,626Liabilities 2019: $294,746Net Assets 2019: $38,975,8802019Assets 2020: $44,031,504Liabilities 2020: $277,380Net Assets 2020: $43,754,1242020Assets 2021: $51,065,801Liabilities 2021: $742,813Net Assets 2021: $50,322,9882021Assets 2022: $54,107,460Liabilities 2022: $775,501Net Assets 2022: $53,331,9592022Assets 2023: $59,527,953Liabilities 2023: $602,015Net Assets 2023: $58,925,9382023Assets 2024: $67,237,106Liabilities 2024: $618,468Net Assets 2024: $66,618,6382024Assets 2025: $75,295,787Liabilities 2025: $531,129Net Assets 2025: $74,764,6582025

Highlighted filing

2017

Assets$32,596,934
Liabilities$225,026
Net Assets$32,371,908

Operations Trend

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

$30M$20M$10M$0-$10MExpenses 2010: $10,510,7382010Revenue 2011: $14,816,642Expenses 2011: $10,177,370Net Income 2011: $4,639,2722011Expenses 2012: $11,070,9432012Expenses 2013: $12,513,6532013Revenue 2014: $14,820,398Expenses 2014: $13,068,153Net Income 2014: $1,752,2452014Revenue 2015: $14,102,011Expenses 2015: $13,603,595Net Income 2015: $498,4162015Revenue 2016: $14,052,755Expenses 2016: $14,441,690Net Income 2016: -$388,9352016Revenue 2017: $15,708,077Expenses 2017: $15,085,856Net Income 2017: $622,2212017Revenue 2018: $16,501,624Expenses 2018: $15,226,907Net Income 2018: $1,274,7172018Revenue 2019: $17,386,349Expenses 2019: $13,882,578Net Income 2019: $3,503,7712019Revenue 2020: $18,655,715Expenses 2020: $15,583,226Net Income 2020: $3,072,4892020Revenue 2021: $21,794,123Expenses 2021: $16,559,650Net Income 2021: $5,234,4732021Revenue 2022: $23,322,409Expenses 2022: $17,679,997Net Income 2022: $5,642,4122022Revenue 2023: $23,582,750Expenses 2023: $18,177,643Net Income 2023: $5,405,1072023Revenue 2024: $24,535,686Expenses 2024: $19,018,167Net Income 2024: $5,517,5192024Revenue 2025: $25,924,149Expenses 2025: $21,413,014Net Income 2025: $4,511,1352025

Highlighted filing

2017

Revenue$15,708,077
Expenses$15,085,856
Net Income$622,221
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Mar 6, 2018
Return Version
2016v3.0
Gross Receipts
$22,523,233
Mission and Program Overview

Mission

To provide health and welfare benefit coverage to eligible members of the international brotherhood of electrical workers local #43.

Union health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,663,635$32,371,908▲ $708,273
Investments in Publicly Traded Securities$26,780,997$25,253,237▼ $1,527,760
Investments Other Securities$1,716,084$3,366,636▲ $1,650,552
Accounts Receivable$2,132,797$2,483,617▲ $350,820
Cash and Non-Interest-Bearing Accounts$534,984$780,355▲ $245,371
Savings and Temporary Cash Investments$566,118$551,713▼ $14,405
Land, Buildings, and Equipment, Net$150,607$143,049▼ $7,558
Prepaid Expenses and Deferred Charges$20,450$18,327▼ $2,123
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$31,902,037$32,596,934▲ $694,897
Liabilities
Accounts Payable and Accrued Expenses$140,380$139,967▼ $413
Other Liabilities$51,795$44,046▼ $7,749
Escrow Account Liability$46,227$41,013▼ $5,214
Total Liabilities$238,402$225,026▼ $13,376
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,663,635$32,371,908▲ $708,273
Total Liabilities and Net Assets / Fund Balance$31,902,037$32,596,934▲ $694,897

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$80,486$37,655$118,141
Equipment$62,563$17,671$80,234
Other Securities$3,365,153--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Sheila FitzmauriceFund ManagerFT$90,490$51,752$142,242

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$14,895,726
Investment Income
$486,644
Other Revenue
$325,707
Change in Net Assets
$622,221

Audited Revenue Reconciliation

Revenue per Audited Statements
$15,315,699
Revenue Not Reported on Financial Statements
$392,378
Revenue Not Reported on Form 990
$86,052
Other Revenue Adjustments
$299,978
Total Revenue per Audited Statements
$15,401,751
Total Revenue per Form 990
$15,708,077
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$467,184
Other Expenses$404,733
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$14,213,939
Other Salaries and Wages---$156,205
Current Officers, Directors, Trustees, and Key Employees---$144,767
Fees for Services Other---$107,712
Pension Plan Contributions---$93,290
Fees for Service Investment Mgmnt Fees---$92,400
Fees for Services Legal---$65,070
Other Employee Benefits---$53,155
Fees for Services Accounting---$36,117
Occupancy---$35,343
Insurance---$23,291
Payroll Taxes---$19,767
Information Technology---$14,555
Office Expenses---$8,620
Depreciation Depletion---$7,558
Travel---$6,481
Other Expenses---$2,055
Total Functional Expenses$0$0$0$15,085,856

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$15,085,856
Expenses per Audited Statements$14,693,478
Total Expenses per Audited Statements$14,693,478
Expenses Not Reported on Financial Statements$392,378
Other Expense Adjustments$299,978
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reciprocals$33,928
Other Liabilities$10,118
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Other officer compensation reviewed
Yes
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 A, Line 8B

N/A

Form 990, Part VI, Section B, Line 11B

Management and the board of trustees review the form 990 to ensure it is complete and accurate.

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

The board of trustees receives annually a conflict of interest form to be completed and returned to the fund office and to report any conflicts as they arise during the year.

Form 990, Part VI, Section B, Line 15

The board of directors utilize their knowledge of the industry to determine raises to the top management official and other key employees. Their determination is made annually.

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Ibew Local 43 & Electrical Contractors
EIN
15-6025163
Phone
3154745729
Address
PO BOX 2218, SYRACUSE, NY 13220

Signing Officer

Name
Donald Morgan
Title
Trustee
Phone
3154745729
Signed
2018-03-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Donald Morgan
Formed
1959
Legal Domicile
Ny
Voting Board Members
7
Independent Board Members
3
Employees
4
Volunteers
0

Preparer

Firm
Bonadio & Co Llp
Address
432 NORTH FRANKLIN STREET, SYRACUSE, NY 13204
Phone
3154764004
Supplemental Narrative

Financial Statement Notes

PART XI, LINE 4B - OTHER ADJUSTMENTS:

Reimbursed personnel costs 299,978.

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Reimbursed personnel costs 299,978.

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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2885647
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012786835
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11223244
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2885647
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt013612794
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0534299
IRS990/PYOtherExpensesAmt0442817
IRS990/PYOtherRevenueAmt0360888
IRS990/PYProgramServiceRevenueAmt013157568
IRS990/PYRevenuesLessExpensesAmt0-388935
IRS990/PYSalariesCompEmpBnftPaidAmt0386079
IRS990/PYTotalExpensesAmt014441690
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt014052755
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0622221
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt015272895
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031663635
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt032371908
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0566118
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0551713
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt062563
IRS990ScheduleD/EquipmentGrp/DepreciationAmt017671
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt080234
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0392378
IRS990ScheduleD/ExpensesSubtotalAmt014693478
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd00
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt092400
IRS990ScheduleD/InvestmentExpensesNotIncldAmt092400
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt080486
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt037655
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0118141
IRS990ScheduleD/NetUnrealizedGainsInvstAmt086052
IRS990ScheduleD/OtherExpensesNotIncludedAmt0299978
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt010118
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt133928
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OTHER LIABILITIES
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCALS
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0299978
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01483
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt13365153
IRS990ScheduleD/OtherSecuritiesGrp/Desc0BEACON ASSOCIATES II
IRS990ScheduleD/OtherSecuritiesGrp/Desc1MEPT-EDGEMOOR
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt086052
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0392378
IRS990ScheduleD/RevenueSubtotalAmt015315699
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0REIMBURSED PERSONNEL COSTS 299,978.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1REIMBURSED PERSONNEL COSTS 299,978.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0143049
IRS990ScheduleD/TotalBookValueSecuritiesAmt03366636
IRS990ScheduleD/TotalExpensesPerForm990Amt015085856
IRS990ScheduleD/TotalLiabilityAmt044046
IRS990ScheduleD/TotalRevenuePerForm990Amt015708077
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt015401751
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014693478
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0117497
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1101453
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2101081
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt399401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt037641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt137641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt237641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt337641
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt019861
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt119861
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt219861
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt319861
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DONALD MORGAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1PATRICK COSTELLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2KEVIN CRAWFORD
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3ALAN MARZULLO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0174999
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1158955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2158583
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3156903
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990ScheduleJ/WrittenEmploymentContractInd0X
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MANAGEMENT AND THE BOARD OF TRUSTEES REVIEW THE FORM 990 TO ENSURE IT IS COMPLETE AND ACCURATE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES RECEIVES ANNUALLY A CONFLICT OF INTEREST FORM TO BE COMPLETED AND RETURNED TO THE FUND OFFICE AND TO REPORT ANY CONFLICTS AS THEY ARISE DURING THE YEAR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF DIRECTORS UTILIZE THEIR KNOWLEDGE OF THE INDUSTRY TO DETERMINE RAISES TO THE TOP MANAGEMENT OFFICIAL AND OTHER KEY EMPLOYEES. THEIR DETERMINATION IS MADE ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0A-M ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1ALLIED ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ALLUME LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3AMERICAN ELECTRICAL TESTING CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4BAGNALL ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BEKEN CONTRACTING SERVICES LLC

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$75.3$0.53$74.8$25.9$21.4$4.51
2024Detailed filing. Detailed filing data is available for this year.$67.2$0.62$66.6$24.5$19.0$5.52
2023Detailed filing. Detailed filing data is available for this year.$59.5$0.60$58.9$23.6$18.2$5.41
2022Detailed filing. Detailed filing data is available for this year.$54.1$0.78$53.3$23.3$17.7$5.64
2021Detailed filing. Detailed filing data is available for this year.$51.1$0.74$50.3$21.8$16.6$5.23
2020Detailed filing. Detailed filing data is available for this year.$44.0$0.28$43.8$18.7$15.6$3.07
2019Detailed filing. Detailed filing data is available for this year.$39.3$0.29$39.0$17.4$13.9$3.50
2018Detailed filing. Detailed filing data is available for this year.$34.2$0.32$33.8$16.5$15.2$1.27
2017Detailed filing. Detailed filing data is available for this year.$32.6$0.23$32.4$15.7$15.1$0.62
2016Detailed filing. Detailed filing data is available for this year.$31.9$0.24$31.7$14.1$14.4$0.39
2015Detailed filing. Detailed filing data is available for this year.$31.5$0.19$31.3$14.1$13.6$0.50
2014Detailed filing. Detailed filing data is available for this year.$30.7$0.21$30.5$14.8$13.1$1.75
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$28.6$0.23$28.4$12.5
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$25.7$0.38$25.3$11.1
2011Summary only. Only limited summary data is available for this year.$20.3$0.24$20.1$14.8$10.2$4.64
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.7$0.23$15.5$10.5
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