Civic Intelligence

Youngstown Area Electrical Welfare Fund

990 • Fiscal year 2018 • EIN 34-0835041

Jan 01, 2018 to Dec 31, 2018 • Filed on Oct 15, 2019

Organization ProfileN/A

View Organization Page

33 Fitch BlvdYoungstown, OH 44515

(330) 270-0453

Siviq Scores

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

Liabilities / Assets

60th percentile

0.05x

Higher debt load relative to assets than 60% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.12x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

21st percentile

-5.2%

Higher net margin than 21% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

28th percentile

-4.8%

Faster asset growth than 28% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

1.4%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets60th percentile

Assets

Down

$6,137,020

Down $310,504 (-4.8%) from 2017

Net Assets

Down

$5,810,530

Down $373,450 (-6.0%) from 2017

Liabilities

Up

$326,490

Up $62,946 (+24%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin21st percentile

Revenue

Up

$2,614,046

Up $36,966 (+1.4%) from 2017

Expenses

Up

$2,749,489

Up $128,468 (+4.9%) from 2017

Net Income

Down

-$135,443

Down $91,502 (-208%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$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

2018

Assets$6,137,020
Liabilities$326,490
Net Assets$5,810,530
Open 2018 Filing

Operations Trend

Revenue Growth43rd percentile

Revenue, expenses, and net income across loaded years, with this 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

2018

Revenue$2,614,046
Expenses$2,749,489
Net Income-$135,443
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Oct 15, 2019
Return Version
2018v3.1
Gross Receipts
$5,552,883
Mission and Program Overview

Mission

To provide healthcare to its members.

To provide healthcare to its members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$6,183,980$5,810,530▼ $373,450
Investments in Publicly Traded Securities$5,419,003$5,365,877▼ $53,126
Accounts Receivable$332,800$365,028▲ $32,228
Savings and Temporary Cash Investments$69,106$268,493▲ $199,387
Cash and Non-Interest-Bearing Accounts$601,408$108,368▼ $493,040
Prepaid Expenses and Deferred Charges$3,213$5,047▲ $1,834
Total Assets$6,447,524$6,137,020▼ $310,504
Other Assets Total$21,994$24,207▲ $2,213
Liabilities
Accounts Payable and Accrued Expenses$263,544$326,490▲ $62,946
Total Liabilities$263,544$326,490▲ $62,946
Net Assets / Fund Balance
Total Net Assets Fund Balance$6,183,980$5,810,530▼ $373,450
Total Liabilities and Net Assets / Fund Balance$6,447,524$6,137,020▼ $310,504
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Ahren a PeplowTrustee
Eric JayTrustee
Jack SavageTrustee
James D BurghamTrustee
John RafothTrustee
Michael a EvangelistaTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,446,779
Investment Income
$167,267
Other Revenue
$0
Change in Net Assets
$-135,443

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,602,684
Revenue Not Reported on Financial Statements
$11,362
Revenue Not Reported on Form 990
$-114,175
Total Revenue per Audited Statements
$2,488,509
Total Revenue per Form 990
$2,614,046
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$370,015
Salaries, Compensation, and Employee Benefits$3,341
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$2,376,133
Insurance$0$0$0$236,879
Fees for Services Management$0$0$0$53,340
Fees for Services Other$0$0$0$23,382
Fees for Services Legal$0$0$0$16,493
Fees for Services Accounting$0$0$0$12,483
Fees for Service Investment Mgmnt Fees$0$0$0$11,362
Office Expenses$0$0$0$9,392
Payroll Taxes$0$0$0$3,341
Other Expenses$0$0$0$2,556
Total Functional Expenses$0$0$0$2,749,489

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$2,861,959
Total Expenses per Form 990$2,749,489
Expenses per Audited Statements$2,738,127
Expenses Not Reported on Form 990$123,832
Expenses Not Reported on Financial Statements$11,362
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 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
33 FITCH BLVD, YOUNGSTOWN, OH 44515

Signing Officer

Name
James D Burgham
Title
Trustee
Phone
3302700453
Signed
2019-10-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Burgham
Formed
1958
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
10
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 signes 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 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 fund's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2018 for unrelated business taxable income. In addition, the fund 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 plan's 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 fund 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 fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The fund administrator believes it is no longer subject to income tax examinations for years prior to 2015.”

Pt XI, Line 2D

“Benefit refunds, stop loss reimbursement”

Pt XII, Line 2D

“Benefit refunds, stop loss reimbursement”

Raw XML Appendix370 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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IRS990ScheduleD/OtherRevenueAmt0123832
IRS990ScheduleD/RevenueNotReportedAmt0-114175
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt011362
IRS990ScheduleD/RevenueSubtotalAmt02602684
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 FUND'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2018 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE FUND 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 PLAN'S 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 FUND 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 FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE FUND ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1BENEFIT REFUNDS, STOP LOSS REIMBURSEMENT
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2BENEFIT REFUNDS, STOP LOSS REIMBURSEMENT
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt X, Line 2
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt XI, Line 2d
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt XII, Line 2d
IRS990ScheduleD/TotalExpensesPerForm990Amt02749489
IRS990ScheduleD/TotalRevenuePerForm990Amt02614046
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt02488509
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt02861959
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 SIGNES 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 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt06447524
IRS990/TotalAssetsEOYAmt06137020
IRS990/TotalAssetsGrp/BOYAmt06447524
IRS990/TotalAssetsGrp/EOYAmt06137020
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt02749489
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0263544
IRS990/TotalLiabilitiesEOYAmt0326490
IRS990/TotalLiabilitiesGrp/BOYAmt0263544
IRS990/TotalLiabilitiesGrp/EOYAmt0326490
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt06183980
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05810530
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt02446779
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0203769
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02410277
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02614046
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt06447524
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06137020
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TransactionWithControlEntInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt033 FITCH BLVD
IRS990/USAddress/CityNm0AUSTINTOWN
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044515
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES D BURGHAM
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03302700453
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-10-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0YOUNGSTOWN AREA ELECTRICAL WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0YOUN
ReturnHeader/Filer/EIN0340835041
ReturnHeader/Filer/PhoneNum03302700453
ReturnHeader/Filer/USAddress/AddressLine1Txt033 FITCH BLVD
ReturnHeader/Filer/USAddress/CityNm0YOUNGSTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044515
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F1F450615C2A2DA4F9CF62AA90C6AA84F82CDBC5
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0CC36E6EBFC39CF51764BE93191611B35E3A68F1C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt024.144.144.53
ReturnHeader/FilingSecurityInformation/IPDt02019-10-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:43:20
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/PreparationDt02019-10-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A EYSTER CPA CMA
ReturnHeader/ReturnTs02019-10-15T12:43:26-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,137,020
Liabilities
$326,490
Net assets
$5,810,530
Revenue
$2,614,046
Expenses
$2,749,489
Net income
-$135,443
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