Civic Intelligence

Youngstown Area Electrical Welfare Fund

EIN 34-0835041 • 501(c)9 • Canfield, OH

View Organization Page

Profile

To provide healthcare to its members.

3660 Stutz DriveCanfield, OH 44406

n/A

Siviq Scores

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

Liabilities / Assets

70th percentile

0.15x

Higher debt load relative to assets than 70% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

82nd percentile

0.22x

Higher debt load relative to revenue than 82% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

67th percentile

8.7%

Higher net margin than 67% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

68th percentile

10%

Faster asset growth than 68% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2024

Revenue Growth

61st percentile

9.0%

Faster revenue growth than 61% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2024

Balance Sheet
Liabilities / Assets70th percentile

Assets

Up

$7,476,410

Up $685,805 (+10%) from 2023

Liabilities

Up

$1,091,311

Up $236,694 (+28%) from 2023

Net Assets

Up

$6,385,099

Up $449,111 (+7.6%) from 2023

Operations
Liabilities / Revenue82nd percentileNet Margin67th percentile

Revenue

Up

$4,895,954

Up $256,501 (+5.5%) from 2023

Expenses

Up

$4,470,147

Up $883,165 (+25%) from 2023

Net Income

Down

$425,807

Down $626,664 (-60%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth68th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2015: $6,657,553Liabilities 2015: $37,606Net Assets 2015: $6,619,9472015Assets 2016: $6,054,882Liabilities 2016: $115,066Net Assets 2016: $5,939,8162016Assets 2017: $6,447,524Liabilities 2017: $263,544Net Assets 2017: $6,183,9802017Assets 2018: $6,137,020Liabilities 2018: $326,490Net Assets 2018: $5,810,5302018Assets 2019: $6,184,165Liabilities 2019: $469,402Net Assets 2019: $5,714,7632019Assets 2020: $5,467,305Liabilities 2020: $607,633Net Assets 2020: $4,859,6722020Assets 2021: $5,561,867Liabilities 2021: $643,250Net Assets 2021: $4,918,6172021Assets 2022: $5,611,436Liabilities 2022: $726,498Net Assets 2022: $4,884,9382022Assets 2023: $6,790,605Liabilities 2023: $854,617Net Assets 2023: $5,935,9882023Assets 2024: $7,476,410Liabilities 2024: $1,091,311Net Assets 2024: $6,385,0992024

Highlighted filing

2024

Assets$7,476,410
Liabilities$1,091,311
Net Assets$6,385,099
Open 2024 Filing

Operations Trend

Revenue Growth61st percentile

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2015: $2,539,736Expenses 2015: $2,945,334Net Income 2015: -$405,5982015Revenue 2016: $2,284,862Expenses 2016: $2,951,365Net Income 2016: -$666,5032016Revenue 2017: $2,577,080Expenses 2017: $2,621,021Net Income 2017: -$43,9412017Revenue 2018: $2,614,046Expenses 2018: $2,749,489Net Income 2018: -$135,4432018Revenue 2019: $2,766,815Expenses 2019: $3,115,437Net Income 2019: -$348,6222019Revenue 2020: $2,848,631Expenses 2020: $3,796,533Net Income 2020: -$947,9022020Revenue 2021: $3,780,542Expenses 2021: $3,696,725Net Income 2021: $83,8172021Revenue 2022: $3,823,139Expenses 2022: $3,543,070Net Income 2022: $280,0692022Revenue 2023: $4,639,453Expenses 2023: $3,586,982Net Income 2023: $1,052,4712023Revenue 2024: $4,895,954Expenses 2024: $4,470,147Net Income 2024: $425,8072024

Highlighted filing

2024

Revenue$4,895,954
Expenses$4,470,147
Net Income$425,807
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
$7,476,410
Liabilities
$1,091,311
Net assets
$6,385,099
Revenue
$4,895,954
Expenses
$4,470,147
Net income
$425,807
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.48$1.09$6.39$4.90$4.47$0.43
2023Detailed filing. Detailed filing data is available for this year.$6.79$0.85$5.94$4.64$3.59$1.05
2022Detailed filing. Detailed filing data is available for this year.$5.61$0.73$4.88$3.82$3.54$0.28
2021Detailed filing. Detailed filing data is available for this year.$5.56$0.64$4.92$3.78$3.70$0.08
2020Detailed filing. Detailed filing data is available for this year.$5.47$0.61$4.86$2.85$3.80$0.95
2019Detailed filing. Detailed filing data is available for this year.$6.18$0.47$5.71$2.77$3.12$0.35
2018Detailed filing. Detailed filing data is available for this year.$6.14$0.33$5.81$2.61$2.75$0.14
2017Detailed filing. Detailed filing data is available for this year.$6.45$0.26$6.18$2.58$2.62$0.04
2016Detailed filing. Detailed filing data is available for this year.$6.05$0.12$5.94$2.28$2.95$0.67
2015Detailed filing. Detailed filing data is available for this year.$6.66$0.04$6.62$2.54$2.95$0.41
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 8, 2025
Return Version
2024v5.2
Gross Receipts
$5,180,150
Mission and Program Overview

Mission

To provide healthcare to its members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$5,935,988$6,385,099▲ $449,111
Cash and Non-Interest-Bearing Accounts$2,847,105$3,288,751▲ $441,646
Savings and Temporary Cash Investments$1,960,565$1,918,419▼ $42,146
Investments in Publicly Traded Securities$1,398,945$1,630,166▲ $231,221
Accounts Receivable$577,286$632,915▲ $55,629
Prepaid Expenses and Deferred Charges$6,704$6,159▼ $545
Total Assets$6,790,605$7,476,410▲ $685,805
Liabilities
Accounts Payable and Accrued Expenses$854,617$1,091,311▲ $236,694
Total Liabilities$854,617$1,091,311▲ $236,694
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,935,988$6,385,099▲ $449,111
Total Liabilities and Net Assets / Fund Balance$6,790,605$7,476,410▲ $685,805
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Ahren a PeplowTrustee
Christopher SammaroneTrustee
Cody HilliardTrustee
James VianoTrustee
Mark GentileTrustee
Michael a EvangelistaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,641,335
Investment Income
$254,619
Other Revenue
$0
Change in Net Assets
$425,807

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,894,500
Revenue Not Reported on Financial Statements
$1,454
Revenue Not Reported on Form 990
$331,789
Total Revenue per Audited Statements
$5,226,289
Total Revenue per Form 990
$4,895,954
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$437,246
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
Benefits to Members$0--$4,032,901
Insurance$0$0$0$227,404
Fees for Services Other$0$0$0$73,981
Fees for Services Management$0$0$0$62,897
Other Expenses$0$0$0$31,563
Fees for Services Legal$0$0$0$16,810
Fees for Services Accounting$0$0$0$11,900
Office Expenses$0$0$0$8,757
Fees for Service Investment Mgmnt Fees$0$0$0$1,454
Total Functional Expenses$0$0$0$4,470,147

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$4,777,178
Total Expenses per Form 990$4,470,147
Expenses per Audited Statements$4,468,693
Expenses Not Reported on Form 990$308,485
Expenses Not Reported on Financial Statements$1,454
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
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Youngstown Area Electrical Welfare Fund
EIN
34-0835041
Phone
3302700453
Address
3660 STUTZ DRIVE, CANFIELD, OH 44406

Signing Officer

Name
Cody Hilliard
Title
Trustee
Phone
3302700453
Signed
2025-10-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Cody Hilliard
Formed
1958
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
9
Volunteers
0

Preparer

Firm
Yurchyk & Davis CPA's Inc
Address
3701 Boardman-Canfield Rd 2, Canfield, OH 44406
Preparer
David a Eyster CPA Cma
Phone
3305335000
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“The form 990 was reviewed by all trustees of the board at the quarterly meeting and was authorized to be signed.”

Pt VI, Line 12C

“The fund discusses the conflict of interest policy annually and discloses any conflicts and signs the form annually.”

Pt VI, Line 19

“All governing documents, the conflict of interest policy, and the financial statements are all available upon request at the fund office.”

Pt XI

“Unrealized gain/loss from investments.”

Financial Statement Notes

Pt X, Line 2

“The Plan received an exemption letter from the IRS dated December 9, 1993, stating the Plan is tax-exempt under the provisions of Section 501(c)(9) of the IRC. However, as a result of the Plans funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2024 for unrelated business taxable income. 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 and the Plans tax counsel believe the Plan is being operated in compliance with the applicable requirements of the IRC and, therefore, believes that the related trust is tax-exempt. 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 it has taken an uncertain position the 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.”

Pt XI, Line 2D

“BENEFIT REFUNDS.”

Pt XII, Line 2D

“BENEFIT REFUNDS.”

Raw XML Appendix349 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.

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IRS990/SavingsAndTempCashInvstGrp/EOYAmt01918419
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IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01454
IRS990ScheduleD/ExpensesSubtotalAmt04468693
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt01454
IRS990ScheduleD/InvestmentExpensesNotIncldAmt01454
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IRS990ScheduleD/OtherRevenueAmt0308485
IRS990ScheduleD/RevenueNotReportedAmt0331789
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt01454
IRS990ScheduleD/RevenueSubtotalAmt04894500
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Plan received an exemption letter from the IRS dated December 9, 1993, stating the Plan is tax-exempt under the provisions of Section 501(c)(9) of the IRC. However, as a result of the Plans funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2024 for unrelated business taxable income. 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 and the Plans tax counsel believe the Plan is being operated in compliance with the applicable requirements of the IRC and, therefore, believes that the related trust is tax-exempt. 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 it has taken an uncertain position the 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/ExplanationTxt1BENEFIT REFUNDS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BENEFIT REFUNDS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2d
IRS990ScheduleD/TotalExpensesPerForm990Amt04470147
IRS990ScheduleD/TotalRevenuePerForm990Amt04895954
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05226289
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt04777178
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 WAS REVIEWED BY ALL TRUSTEES OF THE BOARD AT THE QUARTERLY MEETING AND WAS AUTHORIZED TO BE SIGNED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND DISCUSSES THE CONFLICT OF INTEREST POLICY ANNUALLY AND DISCLOSES ANY CONFLICTS AND SIGNS THE FORM ANNUALLY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL GOVERNING DOCUMENTS, THE CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE ALL AVAILABLE UPON REQUEST AT THE FUND OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3UNREALIZED GAIN/LOSS FROM INVESTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XI
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06790605
IRS990/TotalAssetsEOYAmt07476410
IRS990/TotalAssetsGrp/BOYAmt06790605
IRS990/TotalAssetsGrp/EOYAmt07476410
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IRS990/TotalEmployeeCnt09
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt04470147
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0854617
IRS990/TotalLiabilitiesEOYAmt01091311
IRS990/TotalLiabilitiesGrp/BOYAmt0854617
IRS990/TotalLiabilitiesGrp/EOYAmt01091311
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05935988
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt06385099
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04641335
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0255166
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04640788
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04895954
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06790605
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt07476410
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt03660 STUTZ DRIVE SUITE 101
IRS990/USAddress/CityNm0CANFIELD
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044406
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0CODY HILLIARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03302700453
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YOUNGSTOWN AREA ELECTRICAL WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0340835041
ReturnHeader/Filer/PhoneNum03302700453
ReturnHeader/Filer/USAddress/AddressLine1Txt03660 STUTZ DRIVE
ReturnHeader/Filer/USAddress/CityNm0CANFIELD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044406
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0341638235
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Yurchyk & Davis CPA's Inc
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03701 Boardman-Canfield Rd 2
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Canfield
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03305335000
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A EYSTER CPA CMA
ReturnHeader/ReturnTs02025-10-08T12:19:59-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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