Civic Intelligence

International Brotherhood of Electrical

EIN 20-3170458 • 501(c)9 • Glendale, CA

1000 N CENTRAL AVE ste 400Glendale, CA 91202

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

35th percentile

0.01x

Higher debt load relative to assets than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

54th percentile

0.04x

Higher debt load relative to revenue than 54% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

93rd percentile

63%

Higher net margin than 93% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

71st percentile

14%

Faster asset growth than 71% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

84th percentile

25%

Faster revenue growth than 84% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$31,438,780

Up $3,782,769 (+14%) from 2023

Liabilities

Up

$161,587

Up $2,483 (+1.6%) from 2023

Net Assets

Up

$31,277,193

Up $3,780,286 (+14%) from 2023

Operations
Liabilities / Revenue54th percentileNet Margin93rd percentile

Revenue

Up

$3,907,983

Up $792,194 (+25%) from 2023

Expenses

Up

$1,436,615

Up $43,277 (+3.1%) from 2023

Net Income

Up

$2,471,368

Up $748,917 (+43%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth71st percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $10,472,645Liabilities 2010: $8,912Net Assets 2010: $10,463,7332010Assets 2011: $11,111,979Liabilities 2011: $63,700Net Assets 2011: $11,048,2792011Assets 2012: $12,652,754Liabilities 2012: $61,406Net Assets 2012: $12,591,3482012Assets 2013: $15,076,028Liabilities 2013: $21,954Net Assets 2013: $15,054,0742013Assets 2014: $16,345,235Liabilities 2014: $236,578Net Assets 2014: $16,108,6572014Assets 2015: $15,898,330Liabilities 2015: $308,735Net Assets 2015: $15,589,5952015Assets 2016: $17,814,654Liabilities 2016: $245,725Net Assets 2016: $17,568,9292016Assets 2017: $19,840,346Liabilities 2017: $283,165Net Assets 2017: $19,557,1812017Assets 2018: $18,604,912Liabilities 2018: $40,932Net Assets 2018: $18,563,9802018Assets 2019: $21,515,067Liabilities 2019: $52,980Net Assets 2019: $21,462,0872019Assets 2020: $22,525,820Liabilities 2020: $134,150Net Assets 2020: $22,391,6702020Assets 2021: $25,930,331Liabilities 2021: $58,138Net Assets 2021: $25,872,1932021Assets 2022: $24,207,303Liabilities 2022: $139,652Net Assets 2022: $24,067,6512022Assets 2023: $27,656,011Liabilities 2023: $159,104Net Assets 2023: $27,496,9072023Assets 2024: $31,438,780Liabilities 2024: $161,587Net Assets 2024: $31,277,1932024

Highlighted filing

2024

Assets$31,438,780
Liabilities$161,587
Net Assets$31,277,193
Open 2024 Filing

Operations Trend

Revenue Growth84th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0M$3.0M$2.0M$1.0M$0Revenue 2010: $1,376,773Expenses 2010: $580,029Net Income 2010: $796,7442010Revenue 2011: $1,293,532Expenses 2011: $626,509Net Income 2011: $667,0232011Revenue 2012: $1,753,276Expenses 2012: $681,844Net Income 2012: $1,071,4322012Revenue 2013: $1,937,659Expenses 2013: $868,134Net Income 2013: $1,069,5252013Revenue 2014: $2,128,225Expenses 2014: $1,019,860Net Income 2014: $1,108,3652014Revenue 2015: $2,468,622Expenses 2015: $1,014,597Net Income 2015: $1,454,0252015Revenue 2016: $2,002,709Expenses 2016: $1,105,854Net Income 2016: $896,8552016Revenue 2017: $2,525,355Expenses 2017: $1,158,910Net Income 2017: $1,366,4452017Revenue 2018: $2,568,944Expenses 2018: $1,307,006Net Income 2018: $1,261,9382018Revenue 2019: $2,052,576Expenses 2019: $1,283,521Net Income 2019: $769,0552019Revenue 2020: $1,391,303Expenses 2020: $1,296,868Net Income 2020: $94,4352020Revenue 2021: $3,263,346Expenses 2021: $1,245,962Net Income 2021: $2,017,3842021Revenue 2022: $2,853,404Expenses 2022: $1,299,554Net Income 2022: $1,553,8502022Revenue 2023: $3,115,789Expenses 2023: $1,393,338Net Income 2023: $1,722,4512023Revenue 2024: $3,907,983Expenses 2024: $1,436,615Net Income 2024: $2,471,3682024

Highlighted filing

2024

Revenue$3,907,983
Expenses$1,436,615
Net Income$2,471,368
Open 2024 Filing

Filings

Most recent year

2024 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$31,438,780
Liabilities
$161,587
Net assets
$31,277,193
Revenue
$3,907,983
Expenses
$1,436,615
Net income
$2,471,368
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.4$0.16$31.3$3.91$1.44$2.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.7$0.16$27.5$3.12$1.39$1.72
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.2$0.14$24.1$2.85$1.30$1.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.9$0.06$25.9$3.26$1.25$2.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$0.13$22.4$1.39$1.30$0.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.5$0.05$21.5$2.05$1.28$0.77
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.04$18.6$2.57$1.31$1.26
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.28$19.6$2.53$1.16$1.37
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.8$0.25$17.6$2.00$1.11$0.90
2015Detailed filing. Detailed filing data is available for this year.$15.9$0.31$15.6$2.47$1.01$1.45
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$16.3$0.24$16.1$2.13$1.02$1.11
2013Summary only. Only limited summary data is available for this year.$15.1$0.02$15.1$1.94$0.87$1.07
2012Summary only. Only limited summary data is available for this year.$12.7$0.06$12.6$1.75$0.68$1.07
2011Summary only. Only limited summary data is available for this year.$11.1$0.06$11.0$1.29$0.63$0.67
2010Summary only. Only limited summary data is available for this year.$10.5$0.01$10.5$1.38$0.58$0.80
Latest Detailed Filing

The latest 2024 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2022 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Jul 14, 2023
Return Version
2022v5.0
Gross Receipts
$13,408,285
Mission and Program Overview

Mission

SEE SCHEDULE O

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$25,872,193$24,067,651▼ $1,804,542
Investments in Publicly Traded Securities$24,365,806$23,069,625▼ $1,296,181
Cash and Non-Interest-Bearing Accounts$537,709$644,520▲ $106,811
Savings and Temporary Cash Investments$607,541$306,205▼ $301,336
Accounts Receivable$415,280$183,095▼ $232,185
Prepaid Expenses and Deferred Charges$3,995$3,858▼ $137
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 Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $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
Total Assets$25,930,331$24,207,303▼ $1,723,028
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$16,714$100,670▲ $83,956
Accounts Payable and Accrued Expenses$41,424$38,982▼ $2,442
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$58,138$139,652▲ $81,514
Net Assets / Fund Balance
Total Net Assets Fund Balance$25,872,193$24,067,651▼ $1,804,542
Total Liabilities and Net Assets / Fund Balance$25,930,331$24,207,303▼ $1,723,028
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Chris AvilaTrustee - Chairman
Pat LavinTrustee - Chairman - Past
Colin LavinTrustee
Jesus RamirezTrustee
John BacaTrustee
Mario ElizondoTrustee
Ron BengocheaTrustee
Stan StoselTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,002,714
Investment Income
$850,690
Other Revenue
$0
Change in Net Assets
$1,553,850

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,853,404
Revenue Not Reported on Form 990
$-3,480,758
Total Revenue per Audited Statements
$-627,354
Total Revenue per Form 990
$2,853,404
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$243,024
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---$1,056,530
Fees for Service Investment Mgmnt Fees---$122,366
Fees for Services Management---$65,551
Fees for Services Other---$21,413
Fees for Services Legal---$14,131
Fees for Services Accounting---$11,000
Insurance---$7,336
Office Expenses---$1,227
Total Functional Expenses$0$0$0$1,299,554

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,299,554
Expenses per Audited Statements$1,177,188
Total Expenses per Audited Statements$1,177,188
Expenses Not Reported on Financial Statements$122,366
Other Expense Adjustments$122,366
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Benefit Obligations$100,670
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
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

PART VI, LINE 8B:

“The plan does not have committees with authority to act on behalf of the governing body.”

PART VI, LINE 11B:

“The administrative office reviews the form 990 and will notify the board of trustees if any unusual or significant items are noted. Form 990 is distributed to an authorized trustee of the plan for review and approval before it was filed.”

PART VI, LINE 15:

“Members of the governing body do not receive compensation.”

PART VI, LINE 19:

“PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan administrator's OFFICE AND ARE AVAILABLE UPON written REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS.”

PART VII, SECTION A:

“Any trustees' compensation and/or benefits from related tax-Exempt organizations is available on those organizations' forms 990.”

Filing and Contact Details

Filer

Filer Name
International Brotherhood of Electrical
EIN
20-3170458
In Care Of
% PACFED PATRICK MCGARRY
Phone
8182430222
Address
1000 N CENTRAL AVE ste 400, GLENDALE, CA 91202

Signing Officer

Name
Chris Avila
Title
Chairman
Phone
8182430222
Signed
2023-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Avila
Formed
2005
Legal Domicile
CA
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Liel Shemtov
Phone
8187692010
Supplemental Narrative

Additional Explanations

PART I AND PART III, LINES 1 AND 4A:

“The international brotherhood of electrical workers local 47 retiree medical trust was established by agreement for the purpose of funding a retiree health insurance plan for eligible employees.”

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XII, LINES 2D AND 4B:

“Investment management fees offset with investment income on audited financial statements and reported on form 990, part ix, 11f.”

Raw XML AppendixShowing 400 of 441 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt041424
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt038982
IRS990/AccountsReceivableGrp/BOYAmt0415280
IRS990/AccountsReceivableGrp/EOYAmt0183095
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SEE SCHEDULE O
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt01056530
IRS990/BooksInCareOfDetail/PersonNm0PACFED PATRICK MCGARRY
IRS990/BooksInCareOfDetail/PhoneNum08182430222
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01000 N CENTRAL AVE STE 400
IRS990/BooksInCareOfDetail/USAddress/CityNm0GLENDALE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0CA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd091202
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt0537709
IRS990/CashNonInterestBearingGrp/EOYAmt0644520
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt00
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0false
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CostOfGoodsSoldAmt00
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt01056530
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0850690
IRS990/CYOtherExpensesAmt0243024
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt02002714
IRS990/CYRevenuesLessExpensesAmt01553850
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01299554
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt02853404
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0SEE SCHEDULE O
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0false
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt00
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt011000
IRS990/FeesForServicesLegalGrp/TotalAmt014131
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt065551
IRS990/FeesForServicesOtherGrp/TotalAmt021413
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0122366
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.0
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IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.0
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IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/PersonNm0RON BENGOCHEA
IRS990/Form990PartVIISectionAGrp/PersonNm1COLIN LAVIN
IRS990/Form990PartVIISectionAGrp/PersonNm2STAN STOSEL
IRS990/Form990PartVIISectionAGrp/PersonNm3JOHN BACA
IRS990/Form990PartVIISectionAGrp/PersonNm4CHRIS AVILA
IRS990/Form990PartVIISectionAGrp/PersonNm5MARIO ELIZONDO
IRS990/Form990PartVIISectionAGrp/PersonNm6JESUS RAMIREZ
IRS990/Form990PartVIISectionAGrp/PersonNm7PAT LAVIN
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IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE - CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE - CHAIRMAN - PAST
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr02005
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
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IRS990/FundraisingDirectExpensesAmt00
IRS990/FundraisingGrossIncomeAmt00
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IRS990/GamingDirectExpensesAmt00
IRS990/GamingGrossIncomeAmt00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
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IRS990/GrossReceiptsAmt013408285
IRS990/GrossSalesOfInventoryAmt00
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IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SEE SCHEDULE O
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
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IRS990/NetAssetsOrFundBalancesEOYAmt024067651
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0409501
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0409501
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IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
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IRS990/NetUnrlzdGainsLossesInvstAmt0-3358392
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IRS990/OfficeExpensesGrp/TotalAmt01227
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IRS990/OperateHospitalInd0false
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt03858
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IRS990/ProgramServiceRevenueGrp/Desc2SELF-PAY CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2320998
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IRS990/PYRevenuesLessExpensesAmt02017384
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IRS990/RentalIncomeOrLossGrp/RealAmt00
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt025872193
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0306205
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IRS990ScheduleD/ExpensesSubtotalAmt01177188
IRS990ScheduleD/FederalIncomeTaxLiabilityAmt00
IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/OtherExpensesNotIncludedAmt0122366
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0100670
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/OtherRevenueAmt0-122366
IRS990ScheduleD/RevenueNotReportedAmt0-3480758
IRS990ScheduleD/RevenueSubtotalAmt02853404
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Plan and recognize a tax liability if the Plan has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT FEES OFFSET WITH INVESTMENT INCOME ON AUDITED FINANCIAL STATEMENTS AND REPORTED ON FORM 990, PART IX, 11F.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINES 2D AND 4B:
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IRS990ScheduleD/TotalLiabilityAmt0100670
IRS990ScheduleD/TotalRevenuePerForm990Amt02853404
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0-627354
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01177188
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 47 RETIREE MEDICAL TRUST WAS ESTABLISHED BY AGREEMENT FOR THE PURPOSE OF FUNDING A RETIREE HEALTH INSURANCE PLAN FOR ELIGIBLE EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN DOES NOT HAVE COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ADMINISTRATIVE OFFICE REVIEWS THE FORM 990 AND WILL NOTIFY THE BOARD OF TRUSTEES IF ANY UNUSUAL OR SIGNIFICANT ITEMS ARE NOTED. FORM 990 IS DISTRIBUTED TO AN AUTHORIZED TRUSTEE OF THE PLAN FOR REVIEW AND APPROVAL BEFORE IT WAS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3MEMBERS OF THE GOVERNING BODY DO NOT RECEIVE COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4PLAN DOCUMENT AND ANY OTHER GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MAINTAINED AT THE plan administrator's OFFICE AND ARE AVAILABLE UPON written REQUEST. ADDITIONALLY, COPIES OF FINANCIAL STATEMENTS ARE DISTRIBUTED TO THE TRUSTEES OF THE PLAN ON A REGULAR BASIS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Any trustees' compensation and/or benefits from related tax-Exempt organizations is available on those organizations' forms 990.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I AND PART III, LINES 1 AND 4A:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1PART VI, LINE 8B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2PART VI, LINE 11B:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3PART VI, LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4PART VI, LINE 19:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART VII, SECTION A:
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0SEE ATTACHED LIST OF CONTRIBUTING EMPLYR
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS LIST OF CONTRIBUTING EMPLOYERS: CITY OF ANAHEIM CITY OF BANNING CITY OF RIVERSIDE
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0PART II:
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