Civic Intelligence

The Ibew Local 1377 Eligible Ford Retirees Veba Trust

EIN 26-6885036 • 501(c)9 • Brunswick, OH

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Profile

The fund provides certain health insurance premiums, vision, dental, prescription drug, and health benefit claim payments to eligible members of the ibew local union 1377.

3955 Center Road Mail Box 65Brunswick, OH 44212
Siviq Scores

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

Liabilities / Assets

44th percentile

0.02x

Higher debt load relative to assets than 44% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

91st percentile

0.40x

Higher debt load relative to revenue than 91% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

5th percentile

-44%

Higher net margin than 5% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

49th percentile

$4,500

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

40th percentile

4.5%

Faster asset growth than 40% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

71st percentile

14%

Faster revenue growth than 71% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$36,929,555

Up $1,604,889 (+4.5%) from 2023

Liabilities

Up

$559,000

Up $507,000 (+975%) from 2023

Net Assets

Up

$36,370,555

Up $1,097,889 (+3.1%) from 2023

Operations
Liabilities / Revenue91st percentileNet Margin5th percentile

Revenue

Up

$1,395,135

Up $171,281 (+14%) from 2023

Expenses

Up

$2,008,023

Up $525,183 (+35%) from 2023

Net Income

Down

-$612,888

Down $353,902 (-137%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth40th percentile

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

$40M$30M$20M$10M$0Assets 2011: $30,588,734Liabilities 2011: $436,896Net Assets 2011: $30,151,8382011Assets 2013: $31,937,920Liabilities 2013: $174,000Net Assets 2013: $31,763,9202013Assets 2014: $32,539,920Liabilities 2014: $147,000Net Assets 2014: $32,392,9202014Assets 2015: $31,217,720Liabilities 2015: $68,000Net Assets 2015: $31,149,7202015Assets 2016: $32,014,379Liabilities 2016: $76,000Net Assets 2016: $31,938,3792016Assets 2017: $33,675,100Liabilities 2017: $52,000Net Assets 2017: $33,623,1002017Assets 2018: $31,552,203Liabilities 2018: $64,000Net Assets 2018: $31,488,2032018Assets 2019: $35,290,760Liabilities 2019: $61,000Net Assets 2019: $35,229,7602019Assets 2020: $36,486,040Liabilities 2020: $63,000Net Assets 2020: $36,423,0402020Assets 2021: $39,138,889Liabilities 2021: $47,000Net Assets 2021: $39,091,8892021Assets 2022: $33,952,176Liabilities 2022: $56,000Net Assets 2022: $33,896,1762022Assets 2023: $35,324,666Liabilities 2023: $52,000Net Assets 2023: $35,272,6662023Assets 2024: $36,929,555Liabilities 2024: $559,000Net Assets 2024: $36,370,5552024

Highlighted filing

2024

Assets$36,929,555
Liabilities$559,000
Net Assets$36,370,555
Open 2024 Filing

Operations Trend

Revenue Growth71st percentile

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

$4.0M$2.0M$0-$2.0MExpenses 2011: $3,204,4012011Revenue 2013: $2,590,338Expenses 2013: $2,031,325Net Income 2013: $559,0132013Revenue 2014: $2,441,199Expenses 2014: $1,812,199Net Income 2014: $629,0002014Revenue 2015: $634,052Expenses 2015: $1,877,252Net Income 2015: -$1,243,2002015Revenue 2016: $2,838,712Expenses 2016: $2,050,053Net Income 2016: $788,6592016Revenue 2017: $3,658,309Expenses 2017: $1,973,588Net Income 2017: $1,684,7212017Revenue 2018: $1,680,606Expenses 2018: $1,917,834Net Income 2018: -$237,2282018Revenue 2019: $1,730,773Expenses 2019: $1,781,323Net Income 2019: -$50,5502019Revenue 2020: $1,676,692Expenses 2020: $1,867,036Net Income 2020: -$190,3442020Revenue 2021: $1,840,671Expenses 2021: $1,682,121Net Income 2021: $158,5502021Revenue 2022: $1,324,934Expenses 2022: $1,834,574Net Income 2022: -$509,6402022Revenue 2023: $1,223,854Expenses 2023: $1,482,840Net Income 2023: -$258,9862023Revenue 2024: $1,395,135Expenses 2024: $2,008,023Net Income 2024: -$612,8882024

Highlighted filing

2024

Revenue$1,395,135
Expenses$2,008,023
Net Income-$612,888
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$36,929,555
Liabilities
$559,000
Net assets
$36,370,555
Revenue
$1,395,135
Expenses
$2,008,023
Net income
-$612,888
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.9$0.56$36.4$1.40$2.01$0.61
2023Detailed filing. Detailed filing data is available for this year.$35.3$0.05$35.3$1.22$1.48$0.26
2022Detailed filing. Detailed filing data is available for this year.$34.0$0.06$33.9$1.32$1.83$0.51
2021Detailed filing. Detailed filing data is available for this year.$39.1$0.05$39.1$1.84$1.68$0.16
2020Detailed filing. Detailed filing data is available for this year.$36.5$0.06$36.4$1.68$1.87$0.19
2019Detailed filing. Detailed filing data is available for this year.$35.3$0.06$35.2$1.73$1.78$0.05
2018Detailed filing. Detailed filing data is available for this year.$31.6$0.06$31.5$1.68$1.92$0.24
2017Detailed filing. Detailed filing data is available for this year.$33.7$0.05$33.6$3.66$1.97$1.68
2016Detailed filing. Detailed filing data is available for this year.$32.0$0.08$31.9$2.84$2.05$0.79
2015Detailed filing. Detailed filing data is available for this year.$31.2$0.07$31.1$0.63$1.88$1.24
2014Detailed filing. Detailed filing data is available for this year.$32.5$0.15$32.4$2.44$1.81$0.63
2013Detailed filing. Detailed filing data is available for this year.$31.9$0.17$31.8$2.59$2.03$0.56
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$30.6$0.44$30.2$3.20
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Sep 16, 2025
Return Version
2024v5.0
Gross Receipts
$2,191,981
Mission and Program Overview

Mission

The fund provides certain health insurance premiums, vision, dental, prescription drug, and health benefit claim payments to eligible members of the ibew local union 1377.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$34,483,396$36,411,194▲ $1,927,798
Rtn Earn Endowment Incm Other Fnds$35,272,666$36,370,555▲ $1,097,889
Cash and Non-Interest-Bearing Accounts$418,662$299,370▼ $119,292
Savings and Temporary Cash Investments$250,033--
Other Notes and Loans Receivable, Net$47,055$66,671▲ $19,616
Total Assets$35,324,666$36,929,555▲ $1,604,889
Other Assets Total$125,520$152,320▲ $26,800
Liabilities
Other Liabilities$52,000$559,000▲ $507,000
Total Liabilities$52,000$559,000▲ $507,000
Net Assets / Fund Balance
Total Net Assets Fund Balance$35,272,666$36,370,555▲ $1,097,889
Total Liabilities and Net Assets / Fund Balance$35,324,666$36,929,555▲ $1,604,889
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleBaseTotal
David OldhamCommittee$4,500$4,500
Mark HullmanCommittee$4,500$4,500

Board Members and Trustees

NameTitle
Dale KoeselTrustee
Edward SholtisTrustee
James Martin JindraTrustee
James KravecTrustee/plan
Dennis HoertCommittee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$178,510
Investment Income
$1,216,625
Other Revenue
$0
Change in Net Assets
$-612,888

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,395,135
Total Revenue per Audited Statements
$1,395,135
Total Revenue per Form 990
$1,395,135
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$380,528
Salaries, Compensation, and Employee Benefits$9,000
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$1,618,495--$1,618,495
Fees for Services Management$143,738--$143,738
Fees for Service Investment Mgmnt Fees$125,713--$125,713
Insurance$75,002--$75,002
Fees for Services Accounting-$36,075-$36,075
Current Officers, Directors, Trustees, and Key Employees$9,000--$9,000
Total Functional Expenses$1,971,948$36,075$0$2,008,023

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,008,023
Total Expenses per Audited Statements$2,008,023
Total Expenses per Form 990$2,008,023
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
Ibnr Reserve$559,000
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
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
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, Page 6, Part VI, Line 8B

“There are no formal committees as part of the organization. Any group of individuals working on any aspect of the trust must present their findings to the board for approval. All documentation is done by the governing body of the trust and is referenced in question 8a.”

Form 990, Page 6, Part VI, Line 11B

“The preparer presents form 990 to the board committee members of the organization. The committee members will then review the prepared tax return and respond back to the preparer with any points of discussion. Once addressed, any points of discussion are reviewed and the completed tax return is presented to the full board of committee members and trustees and reviewed prior to the submission to the internal revenue service.”

Form 990, Page 6, Part VI, Line 12C

“Each board of trustee and committee member is required to disclose on an annual basis that they are independent of trust operations. If they are not independent they must disclose in writing to the board the nature of the conflict. A list of all active vendors is available to each member to assist in the identification of potential conflicts. Additionally prior to engaging any new vendors a similar inquiry is made of trustees and committee members.”

Form 990, Page 6, Part VI, Line 19

“Documents are available upon formal written request to the plan sponsor's administrative office. Additionally income tax filings are available on various not-for-profit organization public internet websites.”

Filing and Contact Details

Filer

Filer Name
The Ibew Local 1377 Eligible
EIN
26-6885036
Phone
2164101685
Address
3955 CENTER ROAD MAIL BOX 65, BRUNSWICK, OH 44212

Signing Officer

Name
James Kravec
Title
Trustee/plan Adm.
Phone
2164101685
Signed
2025-09-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Kravec
Formed
2009
Legal Domicile
Oh
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Lpfg LLC
Address
36901 AMERICAN WAY SUITE 7, AVON, OH 44011
Preparer
Frank P Krempasky CPA
Phone
4403659100
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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/ExplanationTxt0THERE ARE NO FORMAL COMMITTEES AS PART OF THE ORGANIZATION. ANY GROUP OF INDIVIDUALS WORKING ON ANY ASPECT OF THE TRUST MUST PRESENT THEIR FINDINGS TO THE BOARD FOR APPROVAL. ALL DOCUMENTATION IS DONE BY THE GOVERNING BODY OF THE TRUST AND IS REFERENCED IN QUESTION 8A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PREPARER PRESENTS FORM 990 TO THE BOARD COMMITTEE MEMBERS OF THE ORGANIZATION. THE COMMITTEE MEMBERS WILL THEN REVIEW THE PREPARED TAX RETURN AND RESPOND BACK TO THE PREPARER WITH ANY POINTS OF DISCUSSION. ONCE ADDRESSED, ANY POINTS OF DISCUSSION ARE REVIEWED AND THE COMPLETED TAX RETURN IS PRESENTED TO THE FULL BOARD OF COMMITTEE MEMBERS AND TRUSTEES AND REVIEWED PRIOR TO THE SUBMISSION TO THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2EACH BOARD OF TRUSTEE AND COMMITTEE MEMBER IS REQUIRED TO DISCLOSE ON AN ANNUAL BASIS THAT THEY ARE INDEPENDENT OF TRUST OPERATIONS. IF THEY ARE NOT INDEPENDENT THEY MUST DISCLOSE IN WRITING TO THE BOARD THE NATURE OF THE CONFLICT. A LIST OF ALL ACTIVE VENDORS IS AVAILABLE TO EACH MEMBER TO ASSIST IN THE IDENTIFICATION OF POTENTIAL CONFLICTS. ADDITIONALLY PRIOR TO ENGAGING ANY NEW VENDORS A SIMILAR INQUIRY IS MADE OF TRUSTEES AND COMMITTEE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DOCUMENTS ARE AVAILABLE UPON FORMAL WRITTEN REQUEST TO THE PLAN SPONSOR'S ADMINISTRATIVE OFFICE. ADDITIONALLY INCOME TAX FILINGS ARE AVAILABLE ON VARIOUS NOT-FOR-PROFIT ORGANIZATION PUBLIC INTERNET WEBSITES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalFunctionalExpensesGrp/TotalAmt02008023
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IRS990/TotalLiabilitiesEOYAmt0559000
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036370555
IRS990/TotalProgramServiceExpensesAmt01971948
IRS990/TotalProgramServiceRevenueAmt0178510
IRS990/TotalReportableCompFromOrgAmt09000
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01395135
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01395135
IRS990/TotalVolunteersCnt07
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt035324666
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036929555
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03955 CENTER ROAD MAIL BOX 65
IRS990/USAddress/CityNm0BRUNSWICK
IRS990/USAddress/StateAbbreviationCd0OH
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES KRAVEC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE/PLAN ADM.
ReturnHeader/BusinessOfficerGrp/PhoneNum02164101685
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-09-16
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE IBEW LOCAL 1377 ELIGIBLE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FORD RETIREES VEBA TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0266885036
ReturnHeader/Filer/PhoneNum02164101685
ReturnHeader/Filer/USAddress/AddressLine1Txt03955 CENTER ROAD MAIL BOX 65
ReturnHeader/Filer/USAddress/CityNm0BRUNSWICK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044212
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271504224
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LPFG LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt036901 AMERICAN WAY SUITE 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AVON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044011
ReturnHeader/PreparerPersonGrp/PhoneNum04403659100
ReturnHeader/PreparerPersonGrp/PreparationDt02025-09-16
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0FRANK P KREMPASKY CPA
ReturnHeader/ReturnTs02025-09-29T10:49:23-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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