Civic Intelligence

Milwaukee Electrical Construction Industry Health & Welfare Trust Fu

EIN 23-7067380 • 501(c)9 • Wauwatosa, WI

Profile

Provide health benefits to multi-employer employees

11001 W Plank Road Suite 120 120Wauwatosa, WI 53226

n/A

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

41st percentile

0.02x

Higher debt load relative to revenue than 41% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

92nd percentile

51%

Higher net margin than 92% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Asset Growth

55th percentile

7.7%

Faster asset growth than 55% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

28th percentile

1.6%

Faster revenue growth than 28% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$68,967,952

Up $4,945,981 (+7.7%) from 2024

Liabilities

Up

$83,811

Up $6,779 (+8.8%) from 2024

Net Assets

Up

$68,884,141

Up $4,939,202 (+7.7%) from 2024

Operations
Liabilities / Revenue41st percentileNet Margin92nd percentile

Revenue

Up

$5,257,569

Up $84,842 (+1.6%) from 2024

Expenses

Up

$2,588,588

Up $201,468 (+8.4%) from 2024

Net Income

Down

$2,668,981

Down $116,626 (-4.2%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

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

$80M$60M$40M$20M$0Assets 2011: $48,874,046Liabilities 2011: $510,664Net Assets 2011: $48,363,3822011Assets 2012: $28,983,892Liabilities 2012: $43,363Net Assets 2012: $28,940,5292012Assets 2013: $34,111,132Liabilities 2013: $16,543Net Assets 2013: $34,094,5892013Assets 2014: $35,398,856Liabilities 2014: $15,046Net Assets 2014: $35,383,8102014Assets 2016: $38,485,023Liabilities 2016: $21,095Net Assets 2016: $38,463,9282016Assets 2017: $42,461,017Liabilities 2017: $14,050Net Assets 2017: $42,446,9672017Assets 2018: $45,377,436Liabilities 2018: $23,207Net Assets 2018: $45,354,2292018Assets 2019: $46,690,364Liabilities 2019: $31,242Net Assets 2019: $46,659,1222019Assets 2020: $49,540,911Liabilities 2020: $44,109Net Assets 2020: $49,496,8022020Assets 2021: $59,596,696Liabilities 2021: $31,653Net Assets 2021: $59,565,0432021Assets 2022: $57,751,092Liabilities 2022: $45,231Net Assets 2022: $57,705,8612022Assets 2023: $57,222,376Liabilities 2023: $77,169Net Assets 2023: $57,145,2072023Assets 2024: $64,021,971Liabilities 2024: $77,032Net Assets 2024: $63,944,9392024Assets 2025: $68,967,952Liabilities 2025: $83,811Net Assets 2025: $68,884,1412025

Highlighted filing

2025

Assets$68,967,952
Liabilities$83,811
Net Assets$68,884,141
Open 2025 Filing

Operations Trend

Revenue Growth28th percentile

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

$30M$20M$10M$0Expenses 2011: $26,459,2122011Expenses 2012: $19,832,1182012Expenses 2013: $1,218,9682013Revenue 2014: $3,831,281Expenses 2014: $1,100,034Net Income 2014: $2,731,2472014Revenue 2016: $3,368,475Expenses 2016: $1,138,189Net Income 2016: $2,230,2862016Revenue 2017: $3,170,731Expenses 2017: $1,282,339Net Income 2017: $1,888,3922017Revenue 2018: $3,796,952Expenses 2018: $1,462,320Net Income 2018: $2,334,6322018Revenue 2019: $3,948,104Expenses 2019: $1,543,771Net Income 2019: $2,404,3332019Revenue 2020: $6,237,385Expenses 2020: $1,710,640Net Income 2020: $4,526,7452020Revenue 2021: $6,764,928Expenses 2021: $1,880,159Net Income 2021: $4,884,7692021Revenue 2022: $5,745,861Expenses 2022: $2,110,028Net Income 2022: $3,635,8332022Revenue 2023: $7,224,280Expenses 2023: $2,201,662Net Income 2023: $5,022,6182023Revenue 2024: $5,172,727Expenses 2024: $2,387,120Net Income 2024: $2,785,6072024Revenue 2025: $5,257,569Expenses 2025: $2,588,588Net Income 2025: $2,668,9812025

Highlighted filing

2025

Revenue$5,257,569
Expenses$2,588,588
Net Income$2,668,981
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,967,952
Liabilities
$83,811
Net assets
$68,884,141
Revenue
$5,257,569
Expenses
$2,588,588
Net income
$2,668,981
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$69.0$0.08$68.9$5.26$2.59$2.67
2024Detailed filing. Detailed filing data is available for this year.$64.0$0.08$63.9$5.17$2.39$2.79
2023Detailed filing. Detailed filing data is available for this year.$57.2$0.08$57.1$7.22$2.20$5.02
2022Detailed filing. Detailed filing data is available for this year.$57.8$0.05$57.7$5.75$2.11$3.64
2021Detailed filing. Detailed filing data is available for this year.$59.6$0.03$59.6$6.76$1.88$4.88
2020Detailed filing. Detailed filing data is available for this year.$49.5$0.04$49.5$6.24$1.71$4.53
2019Detailed filing. Detailed filing data is available for this year.$46.7$0.03$46.7$3.95$1.54$2.40
2018Detailed filing. Detailed filing data is available for this year.$45.4$0.02$45.4$3.80$1.46$2.33
2017Detailed filing. Detailed filing data is available for this year.$42.5$0.01$42.4$3.17$1.28$1.89
2016Detailed filing. Detailed filing data is available for this year.$38.5$0.02$38.5$3.37$1.14$2.23
2014Detailed filing. Detailed filing data is available for this year.$35.4$0.02$35.4$3.83$1.10$2.73
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.1$0.02$34.1$1.22
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.0$0.04$28.9$19.8
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$48.9$0.51$48.4$26.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$75,199,611
Mission and Program Overview

Mission

Provide health benefits to multi-employer employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$63,944,939$68,884,141▲ $4,939,202
Investments in Publicly Traded Securities$10,698,095$42,452,190▲ $31,754,095
Investments Other Securities$52,834,451$25,810,791▼ $27,023,660
Cash and Non-Interest-Bearing Accounts$185,522$427,001▲ $241,479
Savings and Temporary Cash Investments$130,328$170,564▲ $40,236
Land, Buildings, and Equipment, Net$93,376$75,590▼ $17,786
Accounts Receivable$502$620▲ $118
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$64,021,971$68,967,952▲ $4,945,981
Other Assets Total$79,697$31,196▼ $48,501
Liabilities
Accounts Payable and Accrued Expenses$42,432$55,587▲ $13,155
Other Liabilities$34,600$28,224▼ $6,376
Total Liabilities$77,032$83,811▲ $6,779
Net Assets / Fund Balance
Total Net Assets Fund Balance$63,944,939$68,884,141▲ $4,939,202
Total Liabilities and Net Assets / Fund Balance$64,021,971$68,967,952▲ $4,945,981

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$75,590$245,093$320,683
Equipment$0$25,700$25,700
Other Securities$13,409,899--
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Mr Gregg SchwisterTrustee
Mr John JacobsTrustee
Mr Nick CampbellTrustee
Mr Rick RobertsTrustee
Mr Steve SchobertTrustee
Ms Dajen BohacekTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,741,301
Investment Income
$3,485,000
Other Revenue
$31,268
Change in Net Assets
$2,668,981

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,118,192
Revenue Not Reported on Financial Statements
$139,377
Revenue Not Reported on Form 990
$2,270,221
Total Revenue per Audited Statements
$7,388,413
Total Revenue per Form 990
$5,257,569
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,588,588
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
Office Expenses---$159,942
Fees for Service Investment Mgmnt Fees---$139,377
Information Technology---$57,472
Fees for Services Accounting---$57,450
Fees for Services Other---$25,417
Fees for Services Legal---$23,713
Depreciation Depletion---$17,786
Insurance---$16,903
Occupancy---$8,113
Other Expenses---$1,503
All Other Expenses---$1,430
Total Functional Expenses$0$0$0$2,588,588

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$2,588,588
Expenses per Audited Statements$2,449,211
Total Expenses per Audited Statements$2,449,211
Expenses Not Reported on Financial Statements$139,377
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
Operating Lease Liability$28,224
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

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

“A copy was provided to the board of trustees for review”

Form 990, Part VI, Section C, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Electrical Construction Industry
EIN
23-7067380
Phone
4147780068
Address
11001 W PLANK ROAD SUITE 120 120, WAUWATOSA, WI 53226

Signing Officer

Name
Dajen Bohacek
Title
Executive Vice President
Phone
4147780068
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dajen Bohacek
Formed
1968
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR RD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
Joshua Bierbach
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The process for oversight of the audit has not changed.”

Form 990, Part V, Line 2A

“Line 2a remains blank even though the plan prepared forms w-2 and a related form w-3. These forms were prepared to show the payment of benefits to participants of the plan and not for payments to employees, as the question indicates. The plan does not have employees because it contracts for all services related to plan operation.”

Financial Statement Notes

PART X, LINE 2:

“The plan has obtained a favorable tax determination letter from the internal revenue service dated august 28, 1967, stating that the plan is qualified pursuant to section 501(c)(9) of the internal revenue code (irc), and, accordingly, the plan's net investment income is exempt from income taxes. The plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the department of labor or internal revenue service. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of the end of the fiscal year, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Generally, for united states federal income taxes, the plan is only subject to examination for the current year's tax return and the preceding three years' returns. The plan is not required to file any state tax returns and therefore is generally not subject to examination by state taxing authorities.”

Raw XML AppendixShowing 400 of 1,363 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
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IRS990/AllOtherExpensesGrp/TotalAmt01430
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IRS990/Form990PartVIISectionAGrp/PersonNm1MR GREGG SCHWISTER
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 28, 1967, STATING THAT THE PLAN IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE PLAN'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR OR INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF THE END OF THE FISCAL YEAR, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE PLAN IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. THE PLAN IS NOT REQUIRED TO FILE ANY STATE TAX RETURNS AND THEREFORE IS GENERALLY NOT SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 2A REMAINS BLANK EVEN THOUGH THE PLAN PREPARED FORMS W-2 AND A RELATED FORM W-3. THESE FORMS WERE PREPARED TO SHOW THE PAYMENT OF BENEFITS TO PARTICIPANTS OF THE PLAN AND NOT FOR PAYMENTS TO EMPLOYEES, AS THE QUESTION INDICATES. THE PLAN DOES NOT HAVE EMPLOYEES BECAUSE IT CONTRACTS FOR ALL SERVICES RELATED TO PLAN OPERATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XII, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART V, LINE 2A
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