Civic Intelligence

Trustees Local 400 Ibew Welfare Fund C/O Ie Shaffer & Co

990 • Fiscal year 2016 • EIN 22-2236617

Apr 01, 2015 to Mar 31, 2016 • Filed on Feb 15, 2017

830 Bear Tavern RoadWest Trenton, NJ 08628

(609) 718-1323

Siviq Scores

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

Liabilities / Assets

59th percentile

0.09x

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

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

60th percentile

0.08x

Higher debt load relative to revenue than 60% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Net Margin

64th percentile

8.0%

Higher net margin than 64% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

79th percentile

$174,825

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2016

Asset Growth

67th percentile

8.2%

Faster asset growth than 67% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2016 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Assets

Up

$11,395,267

Up $860,577 (+8.2%) from 2015

Net Assets

Up

$10,407,240

Up $957,439 (+10%) from 2015

Liabilities

Down

$988,027

Down $96,862 (-8.9%) from 2015

Revenue

Up

$12,253,689

Up $1,504,400 (+14%) from 2015

Expenses

Down

$11,273,294

Down $9,787 (-0.1%) from 2015

Net Income

Up

$980,395

Up $1,514,187 (+284%) from 2015

Historical Trend

Balance Sheet Trend

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

$20M$15M$10M$5.0M$0Assets 2010: $5,868,056Liabilities 2010: $1,495,934Net Assets 2010: $4,372,1222010Assets 2011: $4,912,177Liabilities 2011: $910,465Net Assets 2011: $4,001,7122011Assets 2012: $7,821,275Liabilities 2012: $966,734Net Assets 2012: $6,854,5412012Assets 2013: $10,179,453Liabilities 2013: $1,044,787Net Assets 2013: $9,134,6662013Assets 2014: $10,981,489Liabilities 2014: $1,081,115Net Assets 2014: $9,900,3742014Assets 2015: $10,534,690Liabilities 2015: $1,084,889Net Assets 2015: $9,449,8012015Assets 2016: $11,395,267Liabilities 2016: $988,027Net Assets 2016: $10,407,2402016Assets 2017: $11,636,338Liabilities 2017: $1,451,656Net Assets 2017: $10,184,6822017Assets 2018: $11,493,878Liabilities 2018: $1,439,127Net Assets 2018: $10,054,7512018Assets 2019: $11,525,625Liabilities 2019: $1,614,864Net Assets 2019: $9,910,7612019Assets 2020: $11,451,116Liabilities 2020: $1,327,402Net Assets 2020: $10,123,7142020Assets 2021: $10,413,336Liabilities 2021: $1,411,334Net Assets 2021: $9,002,0022021Assets 2022: $9,192,722Liabilities 2022: $1,505,748Net Assets 2022: $7,686,9742022Assets 2023: $12,337,395Liabilities 2023: $1,664,617Net Assets 2023: $10,672,7782023Assets 2024: $13,477,898Liabilities 2024: $1,918,123Net Assets 2024: $11,559,7752024Assets 2025: $16,430,012Liabilities 2025: $2,121,697Net Assets 2025: $14,308,3152025

Highlighted filing

2016

Assets$11,395,267
Liabilities$988,027
Net Assets$10,407,240

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $12,854,8262010Revenue 2011: $10,904,020Expenses 2011: $11,326,630Net Income 2011: -$422,6102011Expenses 2012: $8,747,7172012Revenue 2013: $11,603,181Expenses 2013: $9,361,583Net Income 2013: $2,241,5982013Revenue 2014: $10,860,401Expenses 2014: $9,899,351Net Income 2014: $961,0502014Revenue 2015: $10,749,289Expenses 2015: $11,283,081Net Income 2015: -$533,7922015Revenue 2016: $12,253,689Expenses 2016: $11,273,294Net Income 2016: $980,3952016Revenue 2017: $12,666,557Expenses 2017: $12,712,290Net Income 2017: -$45,7332017Revenue 2018: $12,240,124Expenses 2018: $12,118,591Net Income 2018: $121,5332018Revenue 2019: $12,868,224Expenses 2019: $13,144,782Net Income 2019: -$276,5582019Revenue 2020: $13,444,600Expenses 2020: $13,572,708Net Income 2020: -$128,1082020Revenue 2021: $12,154,396Expenses 2021: $13,377,272Net Income 2021: -$1,222,8762021Revenue 2022: $14,285,033Expenses 2022: $15,167,787Net Income 2022: -$882,7542022Revenue 2023: $15,563,283Expenses 2023: $15,120,977Net Income 2023: $442,3062023Revenue 2024: $15,487,227Expenses 2024: $14,684,939Net Income 2024: $802,2882024Revenue 2025: $16,949,002Expenses 2025: $14,506,343Net Income 2025: $2,442,6592025

Highlighted filing

2016

Revenue$12,253,689
Expenses$11,273,294
Net Income$980,395
Jump To
Filing Snapshot
Filing Period
Apr 1, 2015 to Mar 31, 2016
Signed
Feb 15, 2017
Return Version
2015v3.0
Gross Receipts
$12,253,689
Mission and Program Overview

Mission

To provide group health benefits to eligible participants.

Provide group health benefits to eligible participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$9,449,801$10,407,240▲ $957,439
Investments in Publicly Traded Securities$7,550,212$7,721,002▲ $170,790
Savings and Temporary Cash Investments$1,864,577$2,427,101▲ $562,524
Accounts Receivable$1,119,901$1,247,164▲ $127,263
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$10,534,690$11,395,267▲ $860,577
Liabilities
Other Liabilities$762,000$801,000▲ $39,000
Accounts Payable and Accrued Expenses$322,889$187,027▼ $135,862
Total Liabilities$1,084,889$988,027▼ $96,862
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,449,801$10,407,240▲ $957,439
Total Liabilities and Net Assets / Fund Balance$10,534,690$11,395,267▲ $860,577
Compensation and Service Providers

Employees

NameTitleOtherTotal
Michael TomasielloTrustee$11,623$11,623
Jonathan ViggianoTrustee$9,295$9,295
Edward WellsTrustee$6,820$6,820

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,034,668
Investment Income
$219,021
Other Revenue
$0
Change in Net Assets
$980,395

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,233,373
Revenue Not Reported on Financial Statements
$20,316
Revenue Not Reported on Form 990
$-22,956
Total Revenue per Audited Statements
$12,210,417
Total Revenue per Form 990
$12,253,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$621,419
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$10,651,875--$10,651,875
Fees for Services Management-$281,341-$281,341
Fees for Services Legal-$114,182-$114,182
Fees for Services Accounting-$90,383-$90,383
Office Expenses-$35,065-$35,065
Fees for Services Other-$24,245-$24,245
Fees for Service Investment Mgmnt Fees-$20,316-$20,316
Other Expenses-$3,161-$3,161
Total Functional Expenses$10,651,875$621,419$0$11,273,294

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,273,294
Expenses per Audited Statements$11,213,978
Total Expenses per Audited Statements$11,213,978
Expenses Not Reported on Financial Statements$59,316
Other Expense Adjustments$39,000
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
Benefit Claims Payable$801,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Audit committee
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 A, line 2

Guy peterson, and edward wells are employees and officers of ibew local union 400

Form 990, Part VI, Section A, line 7A

Union trustees are appointed by ibew local union 400 and employer trustees are appointed by the northern new jersey chapter, inc. National electrical contractors association who represents the employers having a contractual relationship with the union

Form 990, Part VI, Section A, line 8B

No such committees existed

Form 990, Part VI, Section B, line 11

A copy of the return has been provided to the trustees for their review and comment prior to its submission

Form 990, Part VI, Section C, line 19

Governing documents and financial statements are made available upon request or may be examined at the address of the plan

Filing and Contact Details

Filer

Filer Name
Trustees Local 400 Ibew Welfare Fund
EIN
22-2236617
Phone
6097181323
Address
830 BEAR TAVERN ROAD, WEST TRENTON, NJ 08628

Signing Officer

Name
Jonathan D Levine
Title
Administrator
Phone
6097181323
Signed
2017-02-15

Organization Details

Principal Officer
Jonathan D Levine
Formed
1978
Legal Domicile
Nj
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
0

Preparer

Firm
I E Shaffer & Co
Address
830 Bear Tavern Road, West Trenton, NJ 08628
Phone
6097181323
Supplemental Narrative

Financial Statement Notes

Part XII, Line 4B - Other Adjustments:

Benefit claims payable 39000.

Raw XML Appendix382 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt0322889
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0187027
IRS990/AccountsReceivableGrp/BOYAmt01119901
IRS990/AccountsReceivableGrp/EOYAmt01247164
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0Provide group health benefits to eligible participants
IRS990/AuditCommitteeInd00
IRS990/BenefitsToMembersGrp/ProgramServicesAmt010651875
IRS990/BenefitsToMembersGrp/TotalAmt010651875
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0IE SHAFFER & CO
IRS990/BooksInCareOfDetail/PhoneNum06097181323
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
IRS990/BooksInCareOfDetail/USAddress/CityNm0WEST TRENTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990/BooksInCareOfDetail/USAddress/ZIPCd008628
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt09449801
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt010407240
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt010651875
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0219021
IRS990/CYOtherExpensesAmt0621419
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012034668
IRS990/CYRevenuesLessExpensesAmt0980395
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011273294
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012253689
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0Provide group health benefits to eligible participants
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/ExpenseAmt010651875
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt090383
IRS990/FeesForServicesAccountingGrp/TotalAmt090383
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0114182
IRS990/FeesForServicesLegalGrp/TotalAmt0114182
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt0281341
IRS990/FeesForServicesManagementGrp/TotalAmt0281341
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt024245
IRS990/FeesForServicesOtherGrp/TotalAmt024245
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt020316
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt020316
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt081038
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt13752
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt22773
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt34692
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0GUY PETERSON
IRS990/Form990PartVIISectionAGrp/PersonNm1JONATHAN VIGGIANO
IRS990/Form990PartVIISectionAGrp/PersonNm2EDWARD WELLS
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL TOMASIELLO
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL MCKIEVER
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS O JOHNSTON ESQ
IRS990/Form990PartVIISectionAGrp/PersonNm6ELIZABETH MANZO ESQ
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt093787
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt15543
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt24047
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt36931
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01978
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt07
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt012253689
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt07
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt0219021
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0219021
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt07550212
IRS990/InvestmentsPubTradedSecGrp/EOYAmt07721002
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0NJ
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0Provide group health benefits to eligible participants
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt09449801
IRS990/NetAssetsOrFundBalancesEOYAmt010407240
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-22956
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt035065
IRS990/OfficeExpensesGrp/TotalAmt035065
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0ACA TRANSITIONAL REINSU
IRS990/OtherExpensesGrp/Desc1PICORI Fee
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt052726
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt13161
IRS990/OtherExpensesGrp/TotalAmt052726
IRS990/OtherExpensesGrp/TotalAmt13161
IRS990/OtherLiabilitiesGrp/BOYAmt0762000
IRS990/OtherLiabilitiesGrp/EOYAmt0801000
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JONATHAN D LEVINE
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0230000
IRS990/ProgramServiceRevenueGrp/BusinessCd1230000
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1COBRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt011216777
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1817891
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt011216777
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1817891
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt010781212
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0190956
IRS990/PYOtherExpensesAmt0501869
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010558333
IRS990/PYRevenuesLessExpensesAmt0-533792
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt011283081
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010749289
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0980395
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt012253689
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01864577
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02427101
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt059316
IRS990ScheduleD/ExpensesSubtotalAmt011213978
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt020316
IRS990ScheduleD/InvestmentExpensesNotIncldAmt020316
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-22956
IRS990ScheduleD/OtherExpensesNotIncludedAmt039000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0801000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0BENEFIT CLAIMS PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0-22956
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt020316
IRS990ScheduleD/RevenueSubtotalAmt012233373
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0BENEFIT CLAIMS PAYABLE 39000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt011273294
IRS990ScheduleD/TotalLiabilityAmt0801000
IRS990ScheduleD/TotalRevenuePerForm990Amt012253689
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012210417
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt011213978
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt093787
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt081038
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GUY PETERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0174825
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0GUY PETERSON, AND EDWARD WELLS ARE EMPLOYEES AND OFFICERS OF IBEW LOCAL UNION 400
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION TRUSTEES ARE APPOINTED BY IBEW LOCAL UNION 400 AND EMPLOYER TRUSTEES ARE APPOINTED BY THE NORTHERN NEW JERSEY CHAPTER, INC. NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION WHO REPRESENTS THE EMPLOYERS HAVING A CONTRACTUAL RELATIONSHIP WITH THE UNION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO SUCH COMMITTEES EXISTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3A COPY OF THE RETURN HAS BEEN PROVIDED TO THE TRUSTEES FOR THEIR REVIEW AND COMMENT PRIOR TO ITS SUBMISSION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST OR MAY BE EXAMINED AT THE ADDRESS OF THE PLAN
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section A, line 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL UNION 400 IBEW PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1LOCAL UNION 400 IBEW SUPPLEMENTAL BENEFIT PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2LOCAL UNION 400 IBEW JOINT ANNUITY FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0226257847
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1260181078
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2222160644
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2NJ
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION FUND
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE HEALTHCARE REIMBURSEMENT BENEFITS TO PARTICIPANTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE ANNUITY BENEFITS TO PARTICIPANTS
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010534690
IRS990/TotalAssetsEOYAmt011395267
IRS990/TotalAssetsGrp/BOYAmt010534690
IRS990/TotalAssetsGrp/EOYAmt011395267
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0621419
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt010651875
IRS990/TotalFunctionalExpensesGrp/TotalAmt011273294
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt01084889
IRS990/TotalLiabilitiesEOYAmt0988027
IRS990/TotalLiabilitiesGrp/BOYAmt01084889
IRS990/TotalLiabilitiesGrp/EOYAmt0988027
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt09449801
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt010407240
IRS990/TotalOtherCompensationAmt092255
IRS990/TotalProgramServiceExpensesAmt010651875
IRS990/TotalProgramServiceRevenueAmt012034668
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012253689
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012253689
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010534690
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt011395267
IRS990/TotReportableCompRltdOrgAmt0110308
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
IRS990/USAddress/CityNm0WEST TRENTON
IRS990/USAddress/StateAbbreviationCd0NJ
IRS990/USAddress/ZIPCd008628
IRS990/VotingMembersGoverningBodyCnt07
IRS990/VotingMembersIndependentCnt07
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JONATHAN D LEVINE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06097181323
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-02-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TRUSTEES LOCAL 400 IBEW WELFARE FUND
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O IE SHAFFER & CO
ReturnHeader/Filer/BusinessNameControlTxt0TRUS
ReturnHeader/Filer/EIN0222236617
ReturnHeader/Filer/PhoneNum06097181323
ReturnHeader/Filer/USAddress/AddressLine1Txt0830 BEAR TAVERN ROAD
ReturnHeader/Filer/USAddress/CityNm0WEST TRENTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd008628
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0221750854
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0I E Shaffer & Co
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0830 Bear Tavern Road
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Trenton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd008628
ReturnHeader/PreparerPersonGrp/PhoneNum06097181323
ReturnHeader/ReturnTs02017-02-15T18:54:19-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-04-01
ReturnHeader/TaxPeriodEndDt02016-03-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$16.4$2.12$14.3$16.9$14.5$2.44
2024Detailed filing. Detailed filing data is available for this year.$13.5$1.92$11.6$15.5$14.7$0.80
2023Detailed filing. Detailed filing data is available for this year.$12.3$1.66$10.7$15.6$15.1$0.44
2022Detailed filing. Detailed filing data is available for this year.$9.19$1.51$7.69$14.3$15.2$0.88
2021Detailed filing. Detailed filing data is available for this year.$10.4$1.41$9.00$12.2$13.4$1.22
2020Detailed filing. Detailed filing data is available for this year.$11.5$1.33$10.1$13.4$13.6$0.13
2019Detailed filing. Detailed filing data is available for this year.$11.5$1.61$9.91$12.9$13.1$0.28
2018Detailed filing. Detailed filing data is available for this year.$11.5$1.44$10.1$12.2$12.1$0.12
2017Detailed filing. Detailed filing data is available for this year.$11.6$1.45$10.2$12.7$12.7$0.05
2016Detailed filing. Detailed filing data is available for this year.$11.4$0.99$10.4$12.3$11.3$0.98
2015Detailed filing. Detailed filing data is available for this year.$10.5$1.08$9.45$10.7$11.3$0.53
2014Detailed filing. Detailed filing data is available for this year.$11.0$1.08$9.90$10.9$9.90$0.96
2013Summary only. Only limited summary data is available for this year.$10.2$1.04$9.13$11.6$9.36$2.24
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.82$0.97$6.85$8.75
2011Summary only. Only limited summary data is available for this year.$4.91$0.91$4.00$10.9$11.3$0.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.87$1.50$4.37$12.9