Civic Intelligence

Ibew Local 56 Health and Welfare Plan

EIN 25-1158956 • 501(c)5 • Erie, PA

View Organization Page

Profile

Health and welfare benefits for members.

PO Box 3326Erie, PA 16508

n/A

Siviq Scores

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

Liabilities / Assets

40th percentile

0.00x

Higher debt load relative to assets than 40% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

40th percentile

0.01x

Higher debt load relative to revenue than 40% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Net Margin

21st percentile

-0.2%

Higher net margin than 21% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

8th percentile

$1,124

Higher top officer pay than 8% of similar nonprofits.

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

501(c)5 • $5M-$10M nonprofits • Source year 2024

Asset Growth

34th percentile

4.3%

Faster asset growth than 34% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

30th percentile

2.3%

Faster revenue growth than 30% of similar nonprofits.

501(c)5 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$9,933,402

Up $412,936 (+4.3%) from 2023

Liabilities

Down

$44,825

Down $99,552 (-69%) from 2023

Net Assets

Up

$9,888,577

Up $512,488 (+5.5%) from 2023

Operations
Liabilities / Revenue40th percentileNet Margin21st percentile

Revenue

Up

$5,684,534

Up $126,023 (+2.3%) from 2023

Expenses

Up

$5,695,844

Up $684,268 (+14%) from 2023

Net Income

Down

-$11,310

Down $558,245 (-102%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

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

$10M$5.0M$0Assets 2022: $8,415,243Liabilities 2022: $0Net Assets 2022: $8,415,2432022Assets 2023: $9,520,466Liabilities 2023: $144,377Net Assets 2023: $9,376,0892023Assets 2024: $9,933,402Liabilities 2024: $44,825Net Assets 2024: $9,888,5772024

Highlighted filing

2024

Assets$9,933,402
Liabilities$44,825
Net Assets$9,888,577
Open 2024 Filing

Operations Trend

Revenue Growth30th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2022: $5,151,499Expenses 2022: $4,939,336Net Income 2022: $212,1632022Revenue 2023: $5,558,511Expenses 2023: $5,011,576Net Income 2023: $546,9352023Revenue 2024: $5,684,534Expenses 2024: $5,695,844Net Income 2024: -$11,3102024

Highlighted filing

2024

Revenue$5,684,534
Expenses$5,695,844
Net Income-$11,310
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,933,402
Liabilities
$44,825
Net assets
$9,888,577
Revenue
$5,684,534
Expenses
$5,695,844
Net income
-$11,310
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.93$0.04$9.89$5.68$5.70$0.01
2023Detailed filing. Detailed filing data is available for this year.$9.52$0.14$9.38$5.56$5.01$0.55
2022Detailed filing. Detailed filing data is available for this year.$8.42$0.00$8.42$5.15$4.94$0.21
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2023 to Jun 30, 2024
Signed
Apr 17, 2025
Return Version
2023v6.0
Gross Receipts
$7,397,612
Mission and Program Overview

Mission

Health and welfare benefits for members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,376,089$9,888,577▲ $512,488
Investments in Publicly Traded Securities$6,783,323$7,365,715▲ $582,392
Cash and Non-Interest-Bearing Accounts$1,287,432$1,004,162▼ $283,270
Savings and Temporary Cash Investments$902,468$949,606▲ $47,138
Accounts Receivable$515,245$562,971▲ $47,726
Total Assets$9,520,466$9,933,402▲ $412,936
Other Assets Total$31,998$50,948▲ $18,950
Liabilities
Accounts Payable and Accrued Expenses$144,377$44,825▼ $99,552
Total Liabilities$144,377$44,825▼ $99,552
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,376,089$9,888,577▲ $512,488
Total Liabilities and Net Assets / Fund Balance$9,520,466$9,933,402▲ $412,936
Compensation and Service Providers
Top Officer Pay8th percentile

Employees

NameTitleBaseOtherTotal
Rick DunhamTrustee$862$262$1,124
Ryan McchesneyTrustee$771$212$983

Board Members and Trustees

NameTitle
Ed KargolTrustee
James NuberTrustee
Jeffery BartlettTrustee
Scott MurdockTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,271,652
Investment Income
$326,569
Other Revenue
$86,313
Change in Net Assets
$-11,310

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,668,373
Revenue Not Reported on Financial Statements
$16,161
Revenue Not Reported on Form 990
$523,798
Total Revenue per Audited Statements
$6,192,171
Total Revenue per Form 990
$5,684,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$162,328
Salaries, Compensation, and Employee Benefits$107,795
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$5,425,721
Other Salaries and Wages$0$0$0$66,569
Office Expenses$0$0$0$61,141
Fees for Services Other$0$0$0$30,100
Pension Plan Contributions$0$0$0$26,802
Fees for Services Legal$0$0$0$17,638
Fees for Services Accounting$0$0$0$17,578
Fees for Service Investment Mgmnt Fees$0$0$0$13,750
Insurance$0$0$0$12,693
Payroll Taxes$0$0$0$7,378
Other Employee Benefits$0$0$0$4,675
Other Expenses$0$0$0$2,411
Current Officers, Directors, Trustees, and Key Employees$0$0$0$2,371
Conferences and Meetings$0$0$0$2,011
Total Functional Expenses$0$0$0$5,695,844

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,695,844
Expenses per Audited Statements$5,679,683
Total Expenses per Audited Statements$5,679,683
Expenses Not Reported on Financial Statements$16,161
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 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
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Ibew Local 56 Health and Welfare Plan
EIN
25-1158956
Phone
8148255505
Address
PO BOX 3326, ERIE, PA 16508

Signing Officer

Name
Ryan Mcchesney
Title
Trustee
Phone
8148255505
Signed
2025-04-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ryan Mcchesney
Formed
1958
Legal Domicile
Pa
Voting Board Members
6
Independent Board Members
6
Employees
13
Volunteers
0

Preparer

Firm
Diclaudio & Kramer LLC
Address
5000 WATERDAM PLAZA DR STE 220, MCMURRAY, PA 15317
Preparer
Steven D Kramer
Phone
4122207722
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Form 990 is reviewed by principal officer and signing trustee.”

Pt VI, Line 12C

“Any conflicts are disclosed annually.”

Pt VI, Line 15A

“Officers are paid based on collectively bargained wage rate, employees are paid based on research of industry average, subject to board approval.”

Pt VI, Line 15B

“Officers are paid based on collectively bargained wage rate, employees are paid based on research of industry average, subject to board approval.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS REVIEWED BY PRINCIPAL OFFICER AND SIGNING TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY CONFLICTS ARE DISCLOSED ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2OFFICERS ARE PAID BASED ON COLLECTIVELY BARGAINED WAGE RATE, EMPLOYEES ARE PAID BASED ON RESEARCH OF INDUSTRY AVERAGE, SUBJECT TO BOARD APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3OFFICERS ARE PAID BASED ON COLLECTIVELY BARGAINED WAGE RATE, EMPLOYEES ARE PAID BASED ON RESEARCH OF INDUSTRY AVERAGE, SUBJECT TO BOARD APPROVAL.
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0RYAN MCCHESNEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW LOCAL 56 HEALTH AND WELFARE PLAN
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ReturnHeader/Filer/PhoneNum08148255505
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 3326
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270889793
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DICLAUDIO & KRAMER LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt05000 WATERDAM PLAZA DR STE 220
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MCMURRAY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
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ReturnHeader/PreparerPersonGrp/PhoneNum04122207722
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN D KRAMER
ReturnHeader/ReturnTs02025-04-25T08:52:01-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-07-01
ReturnHeader/TaxPeriodEndDt02024-06-30
ReturnHeader/TaxYr02023

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