Civic Intelligence

International Brotherhood of Electrical Workers

990 • Fiscal year 2014 • EIN 23-6390518

Apr 01, 2013 to Mar 31, 2014 • Filed on Oct 27, 2014

Organization ProfileN/A

View Organization Page

4785 Linglestown Road No 20017112-0480

(717) 671-8551

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2014 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2014

Asset Growth

85th percentile

25%

Faster asset growth than 85% of similar nonprofits.

2014 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$7,802,883

Up $1,544,824 (+25%) from 2013

Net Assets

Up

$7,764,420

Up $1,506,361 (+24%) from 2013

Liabilities

Up

$38,463

Up $38,463 from 2013

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin80th percentile

Revenue

$4,187,342

No earlier filing loaded for comparison.

Expenses

Up

$3,215,457

Up $1,968 (+0.1%) from 2013

Net Income

$971,885

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth85th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $4,272,000Liabilities 2010: $0Net Assets 2010: $4,272,0002010Assets 2011: $5,029,468Liabilities 2011: $0Net Assets 2011: $5,029,4682011Assets 2012: $5,399,394Liabilities 2012: $0Net Assets 2012: $5,399,3942012Assets 2013: $6,258,059Liabilities 2013: $0Net Assets 2013: $6,258,0592013Assets 2014: $7,802,883Liabilities 2014: $38,463Net Assets 2014: $7,764,4202014Assets 2015: $9,273,206Liabilities 2015: $85,128Net Assets 2015: $9,188,0782015Assets 2016: $9,243,758Liabilities 2016: $63,391Net Assets 2016: $9,180,3672016Assets 2017: $8,638,135Liabilities 2017: $103,399Net Assets 2017: $8,534,7362017Assets 2018: $8,569,230Liabilities 2018: $69,551Net Assets 2018: $8,499,6792018Assets 2019: $8,804,600Liabilities 2019: $99,367Net Assets 2019: $8,705,2332019Assets 2020: $7,663,201Liabilities 2020: $91,382Net Assets 2020: $7,571,8192020Assets 2021: $8,249,362Liabilities 2021: $114,662Net Assets 2021: $8,134,7002021Assets 2022: $9,107,670Liabilities 2022: $242,055Net Assets 2022: $8,865,6152022Assets 2023: $10,483,354Liabilities 2023: $300,074Net Assets 2023: $10,183,2802023Assets 2024: $12,619,397Liabilities 2024: $135,729Net Assets 2024: $12,483,6682024Assets 2025: $17,259,763Liabilities 2025: $2,388,874Net Assets 2025: $14,870,8892025

Highlighted filing

2014

Assets$7,802,883
Liabilities$38,463
Net Assets$7,764,420
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2010: $3,017,2582010Expenses 2011: $3,107,7512011Expenses 2012: $3,326,2762012Expenses 2013: $3,213,4892013Revenue 2014: $4,187,342Expenses 2014: $3,215,457Net Income 2014: $971,8852014Revenue 2015: $4,913,126Expenses 2015: $3,428,870Net Income 2015: $1,484,2562015Revenue 2016: $3,683,417Expenses 2016: $3,661,981Net Income 2016: $21,4362016Revenue 2017: $3,754,767Expenses 2017: $4,459,841Net Income 2017: -$705,0742017Revenue 2018: $4,254,317Expenses 2018: $4,192,062Net Income 2018: $62,2552018Revenue 2019: $4,423,558Expenses 2019: $3,838,607Net Income 2019: $584,9512019Revenue 2020: $3,061,323Expenses 2020: $4,375,104Net Income 2020: -$1,313,7812020Revenue 2021: $4,633,986Expenses 2021: $4,821,312Net Income 2021: -$187,3262021Revenue 2022: $5,934,357Expenses 2022: $4,950,847Net Income 2022: $983,5102022Revenue 2023: $6,624,558Expenses 2023: $4,731,611Net Income 2023: $1,892,9472023Revenue 2024: $6,376,405Expenses 2024: $4,547,078Net Income 2024: $1,829,3272024Revenue 2025: $15,021,139Expenses 2025: $12,611,671Net Income 2025: $2,409,4682025

Highlighted filing

2014

Revenue$4,187,342
Expenses$3,215,457
Net Income$971,885
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2013 to Mar 31, 2014
Signed
Oct 27, 2014
Return Version
2013v3.0
Gross Receipts
$4,187,342
Mission and Program Overview

Mission

Provides health and accident insurance coverage, disability, death, vision, prescription and dental benefits. The plan covers union members employed under the terms of a collective bargaining agreement.

Provide health & other benefits to eligible participants covered by collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$6,258,059$7,764,420▲ $1,506,361
Investments in Publicly Traded Securities$6,234,452$6,962,815▲ $728,363
Accounts Receivable-$470,600-
Cash and Non-Interest-Bearing Accounts$23,607$368,909▲ $345,302
Prepaid Expenses and Deferred Charges-$559-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$6,258,059$7,802,883▲ $1,544,824
Liabilities
Accounts Payable and Accrued Expenses-$38,463-
Total Liabilities$0$38,463▲ $38,463
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,258,059$7,764,420▲ $1,506,361
Total Liabilities and Net Assets / Fund Balance$6,258,059$7,802,883▲ $1,544,824
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Francis J RoganUnion Trustee
Michael J CaffreyUnion Trustee
Michael KwashnikUnion Trustee
Thomas McnultyUnion Trustee
Thomas RaubUnion Trustee
Tim MozdianUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,174,036
Investment Income
$13,306
Other Revenue
$0
Change in Net Assets
$971,885

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,187,342
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$534,476
Total Revenue per Audited Statements
$4,721,818
Total Revenue per Form 990
$4,187,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$519,959
Salaries, Compensation, and Employee Benefits$1,757
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$2,693,741
Fees for Service Investment Mgmnt Fees---$36,054
Fees for Services Legal---$31,193
Fees for Services Accounting---$19,025
Office Expenses---$4,222
Conferences and Meetings---$3,887
Insurance---$3,011
All Other Expenses---$2,990
Other Expenses---$2,895
Fees for Services Other---$1,800
Payroll Taxes---$1,757
Total Functional Expenses$0$0$0$3,215,457

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,215,457
Total Expenses per Audited Statements$3,215,457
Total Expenses per Form 990$3,215,457
Expenses Not Reported on Financial Statements$0
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
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
No
Other officer compensation reviewed
No
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 B, Line 11

“The completed form 990 was presented to the board of trustees for signature. The board of trustees reviewed the form 990 before signing.”

Form 990, Part VI, Section C, Line 19

“Available for inspection at the third party administrator's office upon request.”

Filing and Contact Details

Filer

EIN
23-6390518
Phone
7176718551

Signing Officer

Name
Michael Kwashnik
Title
Trustee
Phone
7176718551
Signed
2014-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Kwashnik
Formed
1956
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Preparer
Alan D Ross CPA
Phone
6107799555
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the organization had taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML Appendix337 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/EOYAmt038463
IRS990/AccountsReceivableGrp/EOYAmt0470600
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH & OTHER BENEFITS TO ELIGIBLE PARTICIPANTS COVERED BY COLLECTIVE BARGAINING AGREEMENT.
IRS990/AllOtherExpensesGrp/TotalAmt02990
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt02693741
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine10PATH ADMINISTRATORS
IRS990/BooksInCareOfDetail/PhoneNum07176718551
IRS990/BooksInCareOfDetail/USAddress/AddressLine104785 LINGLESTOWN ROAD SUITE 200
IRS990/BooksInCareOfDetail/USAddress/City0HARRISBURG
IRS990/BooksInCareOfDetail/USAddress/State0PA
IRS990/BooksInCareOfDetail/USAddress/ZIPCode0171120480
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt023607
IRS990/CashNonInterestBearingGrp/EOYAmt0368909
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt03887
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt02693741
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt013306
IRS990/CYOtherExpensesAmt0519959
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt04174036
IRS990/CYRevenuesLessExpensesAmt0971885
IRS990/CYSalariesCompEmpBnftPaidAmt01757
IRS990/CYTotalExpensesAmt03215457
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt04187342
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0THE PLAN PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/ExpenseAmt03215457
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt019025
IRS990/FeesForServicesLegalGrp/TotalAmt031193
IRS990/FeesForServicesOtherGrp/TotalAmt01800
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt036054
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MICHAEL KWASHNIK
IRS990/Form990PartVIISectionAGrp/PersonNm1THOMAS MCNULTY
IRS990/Form990PartVIISectionAGrp/PersonNm2TIM MOZDIAN
IRS990/Form990PartVIISectionAGrp/PersonNm3MICHAEL J CAFFREY
IRS990/Form990PartVIISectionAGrp/PersonNm4THOMAS RAUB
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANCIS J ROGAN
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4UNION TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5UNION TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01956
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt04187342
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt03011
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt013306
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt013306
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06234452
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06962815
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0PA
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES HEALTH AND ACCIDENT INSURANCE COVERAGE, DISABILITY, DEATH, VISION, PRESCRIPTION AND DENTAL BENEFITS. THE PLAN COVERS UNION MEMBERS EMPLOYED UNDER THE TERMS OF A COLLECTIVE BARGAINING AGREEMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06258059
IRS990/NetAssetsOrFundBalancesEOYAmt07764420
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0534476
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt04222
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0RECIPROCAL PAYMENTS
IRS990/OtherExpensesGrp/Desc1CONTRACT ADMINISTRATION
IRS990/OtherExpensesGrp/Desc2ISSI CONVERSION FEES
IRS990/OtherExpensesGrp/Desc3BANK FEES
IRS990/OtherExpensesGrp/TotalAmt0335136
IRS990/OtherExpensesGrp/TotalAmt175396
IRS990/OtherExpensesGrp/TotalAmt24350
IRS990/OtherExpensesGrp/TotalAmt32895
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt01757
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0559
IRS990/PrincipalOfficerNm0MICHAEL KWASHNIK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1RECIPROCAL PLAN CONTRI
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03177945
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1703818
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2292273
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt03177945
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1703818
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2292273
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0135426
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0190328
IRS990/PYOtherExpensesAmt03078063
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt03668167
IRS990/PYRevenuesLessExpensesAmt0645006
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03213489
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt03858495
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0971885
IRS990/RegularMonitoringEnfrcInd00
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt06258059
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt07764420
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt03215457
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0534476
IRS990ScheduleD/RevenueNotReportedAmt0534476
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt04187342
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAD TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt03215457
IRS990ScheduleD/TotalRevenuePerForm990Amt04187342
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04721818
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03215457
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE COMPLETED FORM 990 WAS PRESENTED TO THE BOARD OF TRUSTEES FOR SIGNATURE. THE BOARD OF TRUSTEES REVIEWED THE FORM 990 BEFORE SIGNING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE FOR INSPECTION AT THE THIRD PARTY ADMINISTRATOR'S OFFICE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine10IBEW LOCAL 163
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0240620053
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)5
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE WORK & PROTECT WAGES, BENEFITS AND CONDITIONS FOR LOCAL 163 MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine101269 SAN SOUCI PARKWAY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/City0HANOVER TOWNSHIP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/State0PA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCode018706
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/TotalAssetsBOYAmt06258059
IRS990/TotalAssetsEOYAmt07802883
IRS990/TotalAssetsGrp/BOYAmt06258059
IRS990/TotalAssetsGrp/EOYAmt07802883
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt03215457
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt038463
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt038463
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06258059
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt07764420
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt03215457
IRS990/TotalProgramServiceRevenueAmt04174036
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04187342
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04187342
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06258059
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07802883
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine104785 LINGLESTOWN ROAD
IRS990/USAddress/City0HARRISBURG
IRS990/USAddress/State0PA
IRS990/USAddress/ZIPCode017112
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL KWASHNIK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07176718551
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine10IBEW-163 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0236390518
ReturnHeader/Filer/PhoneNum07176718551
ReturnHeader/Filer/USAddress/AddressLine104785 LINGLESTOWN ROAD NO 200
ReturnHeader/Filer/USAddress/City0HARRISBURG
ReturnHeader/Filer/USAddress/State0PA
ReturnHeader/Filer/USAddress/ZIPCode0171120480
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0205367494
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10ALAN ROSS & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1010 HEARTHSTONE COURT SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0READING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode019606
ReturnHeader/PreparerPersonGrp/PhoneNum06107799555
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN D ROSS CPA
ReturnHeader/ReturnTs02014-10-27T13:23:28-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-04-01
ReturnHeader/TaxPeriodEndDt02014-03-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$7,802,883
Liabilities
$38,463
Net assets
$7,764,420
Revenue
$4,187,342
Expenses
$3,215,457
Net income
$971,885
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$17.3$2.39$14.9$15.0$12.6$2.41
2024Detailed filing. Detailed filing data is available for this year.$12.6$0.14$12.5$6.38$4.55$1.83
2023Detailed filing. Detailed filing data is available for this year.$10.5$0.30$10.2$6.62$4.73$1.89
2022Detailed filing. Detailed filing data is available for this year.$9.11$0.24$8.87$5.93$4.95$0.98
2021Detailed filing. Detailed filing data is available for this year.$8.25$0.11$8.13$4.63$4.82$0.19
2020Detailed filing. Detailed filing data is available for this year.$7.66$0.09$7.57$3.06$4.38$1.31
2019Detailed filing. Detailed filing data is available for this year.$8.80$0.10$8.71$4.42$3.84$0.58
2018Detailed filing. Detailed filing data is available for this year.$8.57$0.07$8.50$4.25$4.19$0.06
2017Detailed filing. Detailed filing data is available for this year.$8.64$0.10$8.53$3.75$4.46$0.71
2016Detailed filing. Detailed filing data is available for this year.$9.24$0.06$9.18$3.68$3.66$0.02
2015Detailed filing. Detailed filing data is available for this year.$9.27$0.09$9.19$4.91$3.43$1.48
2014Detailed filing. Detailed filing data is available for this year.$7.80$0.04$7.76$4.19$3.22$0.97
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.26$0.00$6.26$3.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.40$0.00$5.40$3.33
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.03$0.00$5.03$3.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.27$0.00$4.27$3.02