Civic Intelligence

Ibew Local 2099 Electrical Workers

990EZ • Fiscal year 2016 • EIN 25-6066747

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 24, 2017

Organization ProfileN/A
PO Box 20Huntingdon, PA 16652

(814) 641-3393

Siviq Scores

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

Liabilities / Assets

64th percentile

0.01x

Higher debt load relative to assets than 64% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Liabilities / Revenue

67th percentile

0.01x

Higher debt load relative to revenue than 67% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Net Margin

78th percentile

16%

Higher net margin than 78% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Top Officer Pay

50th percentile

$750

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2016 filings • 501(c)5 • <$500k nonprofits • Source year 2016

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

18th percentile

-11%

Faster revenue growth than 18% of similar nonprofits.

2016 filings • 501(c)5 • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets64th percentile

Assets

Up

$33,130

Up $3,331 (+11%) from 2015

Net Assets

Up

$32,919

Up $3,335 (+11%) from 2015

Liabilities

Down

$211

Down $4 (-1.9%) from 2015

Revenue And Expenses
Liabilities / Revenue67th percentileNet Margin78th percentile

Revenue

Down

$20,584

Down $2,501 (-11%) from 2015

Expenses

Down

$17,249

Down $2,476 (-13%) from 2015

Net Income

Down

$3,335

Down $25 (-0.7%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

$60K$40K$20K$0Assets 2013: $23,851Liabilities 2013: $236Net Assets 2013: $23,6152013Assets 2014: $26,449Liabilities 2014: $225Net Assets 2014: $26,2242014Assets 2015: $29,799Liabilities 2015: $215Net Assets 2015: $29,5842015Assets 2016: $33,130Liabilities 2016: $211Net Assets 2016: $32,9192016Assets 2017: $37,761Liabilities 2017: $216Net Assets 2017: $37,5452017Assets 2018: $41,921Liabilities 2018: $216Net Assets 2018: $41,7052018Assets 2019: $44,834Liabilities 2019: $216Net Assets 2019: $44,6182019Assets 2020: $43,285Liabilities 2020: $226Net Assets 2020: $43,0592020Assets 2021: $44,493Liabilities 2021: $216Net Assets 2021: $44,2772021Assets 2022: $46,119Liabilities 2022: $227Net Assets 2022: $45,8922022Assets 2023: $49,546Liabilities 2023: $226Net Assets 2023: $49,3202023Assets 2024: $47,698Liabilities 2024: $0Net Assets 2024: $47,6982024

Highlighted filing

2016

Assets$33,130
Liabilities$211
Net Assets$32,919
Open 2016 Filing

Operations Trend

Revenue Growth18th percentile

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

$30K$20K$10K$0-$10KRevenue 2013: $26,717Expenses 2013: $15,922Net Income 2013: $10,7952013Revenue 2014: $22,016Expenses 2014: $19,407Net Income 2014: $2,6092014Revenue 2015: $23,085Expenses 2015: $19,725Net Income 2015: $3,3602015Revenue 2016: $20,584Expenses 2016: $17,249Net Income 2016: $3,3352016Revenue 2017: $24,327Expenses 2017: $19,701Net Income 2017: $4,6262017Revenue 2018: $21,597Expenses 2018: $17,437Net Income 2018: $4,1602018Revenue 2019: $21,160Expenses 2019: $18,247Net Income 2019: $2,9132019Revenue 2020: $16,074Expenses 2020: $17,633Net Income 2020: -$1,5592020Revenue 2021: $19,074Expenses 2021: $17,856Net Income 2021: $1,2182021Revenue 2022: $19,123Expenses 2022: $17,508Net Income 2022: $1,6152022Revenue 2023: $20,344Expenses 2023: $16,916Net Income 2023: $3,4282023Revenue 2024: $19,480Expenses 2024: $21,102Net Income 2024: -$1,6222024

Highlighted filing

2016

Revenue$20,584
Expenses$17,249
Net Income$3,335
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 24, 2017
Return Version
2016v3.0
Gross Receipts
$20,584
Mission and Program Overview

Mission

LABOR UNION

Program Services

DescriptionGrantsExpenses
EMPLOYEE REPRESENTATION-$17,249
Compensation and Service Providers
Top Officer Pay50th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID N WERNERFinancial Se-$750-$750
JASON MONTOROPresidentPT$660-$660
JEAN SHREVERec. Secreta-$600-$600
JAMES DIXONTreasurer-$420-$420
MATTHEW PRICESteward-$390-$390
MARK JEFFERIESVice Preside-$300-$300
SCOTT FEAGLEYExec Board-$204-$204
ANDREW NICHOLSONSteward-$180-$180
HOLLY HAMMONExec Board-$90-$90
JIM KENSINGERSteward-$90-$90
BILL HALLSteward-$90-$90
TAMMY HALLExecutive Bo-$90-$90
Filing and Contact Details

Filer

Filer Name
Ibew Local 2099
EIN
25-6066747
Phone
8146413393
Address
PO BOX 20, HUNTINGDON, PA 16652

Signing Officer

Name
James Dixon
Title
Treasurer
Phone
8146413393
Signed
2017-03-24

Preparer

Firm
Barley & Company Pc
Address
530 PENN ST, HUNTINGDON, PA 16652-1610
Preparer
John F Barley CPA
Phone
8146436700
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 8

“Stale dated checks 41 total 41”

Form 990-ez, Part I, Line 16

“Expenses membership dues 8,756 office expense 85 payroll taxes 459 rent expense 2,400 bank charges 37 misc 193 total 11,930”

Form 990-ez, Part I, Line 20

“ROUNDING 0”

Form 990-ez, Part II, Line 26

“Payroll tax withholdings 215 211”

Raw XML Appendix141 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0JASON MONTORO
IRS990EZ/BooksInCareOfDetail/PhoneNum08145994743
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt01700 MOORE ST
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine2Txt01700 MOORE ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0HUNTINGDON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0PA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd016652
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt029799
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt033130
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/ExcessOrDeficitForYearAmt03335
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt01455
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt029799
IRS990EZ/Form990TotalAssetsGrp/EOYAmt033130
IRS990EZ/GrossReceiptsAmt020584
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt07
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt020536
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt029584
IRS990EZ/NetAssetsOrFundBalancesEOYAmt032919
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt029584
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt032919
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt03.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt13.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt28.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt53.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt63.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt71.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt81.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt91.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt101.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt111.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt0600
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1420
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt2660
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt3204
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt4180
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt5300
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt6750
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt7390
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt890
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt990
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1090
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt1190
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JEAN SHREVE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1JAMES DIXON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JASON MONTORO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3SCOTT FEAGLEY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ANDREW NICHOLSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MARK JEFFERIES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6DAVID N WERNER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7MATTHEW PRICE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8HOLLY HAMMON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9JIM KENSINGER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10BILL HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11TAMMY HALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0REC. SECRETA
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3EXEC BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5VICE PRESIDE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6FINANCIAL SE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EXEC BOARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10STEWARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11EXECUTIVE BO
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt011930
IRS990EZ/OtherRevenueTotalAmt041
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0LABOR UNION
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0EMPLOYEE REPRESENTATION
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt017249
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt03864
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0PA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt0215
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt0211
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt017249
IRS990EZ/TotalProgramServiceExpensesAmt017249
IRS990EZ/TotalRevenueAmt020584
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0STALE DATED CHECKS 41 TOTAL 41
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EXPENSES MEMBERSHIP DUES 8,756 OFFICE EXPENSE 85 PAYROLL TAXES 459 RENT EXPENSE 2,400 BANK CHARGES 37 MISC 193 TOTAL 11,930
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ROUNDING 0
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3PAYROLL TAX WITHHOLDINGS 215 211
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 8
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 20
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART II, LINE 26
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES DIXON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08146413393
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-03-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW LOCAL 2099
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ELECTRICAL WORKERS-2099
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0256066747
ReturnHeader/Filer/PhoneNum08146413393
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 20
ReturnHeader/Filer/USAddress/CityNm0HUNTINGDON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0PA
ReturnHeader/Filer/USAddress/ZIPCd016652
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId07AD5C4A8F330CF62C8DA9843CE5775EFB45FEA04
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0ECA8B0C083AA9F938F5BE4A963F5882023C1E06A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251562866
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BARLEY & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0530 PENN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HUNTINGDON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0166521610
ReturnHeader/PreparerPersonGrp/PhoneNum08146436700
ReturnHeader/PreparerPersonGrp/PreparationDt02017-03-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN F BARLEY CPA
ReturnHeader/ReturnTs02017-03-25T14:40:20+00:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$33,130
Liabilities
$211
Net assets
$32,919
Revenue
$20,584
Expenses
$17,249
Net income
$3,335
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.7$0.00$47.7$19.5$21.1$1.62
2023Detailed filing. Detailed filing data is available for this year.$49.5$0.23$49.3$20.3$16.9$3.43
2022Detailed filing. Detailed filing data is available for this year.$46.1$0.23$45.9$19.1$17.5$1.62
2021Detailed filing. Detailed filing data is available for this year.$44.5$0.22$44.3$19.1$17.9$1.22
2020Detailed filing. Detailed filing data is available for this year.$43.3$0.23$43.1$16.1$17.6$1.56
2019Detailed filing. Detailed filing data is available for this year.$44.8$0.22$44.6$21.2$18.2$2.91
2018Detailed filing. Detailed filing data is available for this year.$41.9$0.22$41.7$21.6$17.4$4.16
2017Detailed filing. Detailed filing data is available for this year.$37.8$0.22$37.5$24.3$19.7$4.63
2016Detailed filing. Detailed filing data is available for this year.$33.1$0.21$32.9$20.6$17.2$3.34
2015Detailed filing. Detailed filing data is available for this year.$29.8$0.22$29.6$23.1$19.7$3.36
2014Detailed filing. Detailed filing data is available for this year.$26.4$0.23$26.2$22.0$19.4$2.61
2013Detailed filing. Detailed filing data is available for this year.$23.9$0.24$23.6$26.7$15.9$10.8