Civic Intelligence

Board of Trustees Toledo Electrical Welfare Fund

990 • Fiscal year 2016 • EIN 34-4441661

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 14, 2017

727 Lime City RoadRossford, OH 43460

(419) 666-4450

Siviq Scores

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

Liabilities / Assets

60th percentile

0.10x

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

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Liabilities / Revenue

62nd percentile

0.11x

Higher debt load relative to revenue than 62% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Net Margin

75th percentile

14%

Higher net margin than 75% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Top Officer Pay

65th percentile

$141,371

Higher top officer pay than 65% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2016

Asset Growth

82nd percentile

16%

Faster asset growth than 82% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Revenue Growth

86th percentile

18%

Faster revenue growth than 86% of similar nonprofits.

2016 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2015 to 2016

Assets

Up

$43,749,745

Up $6,188,366 (+16%) from 2015

Net Assets

Up

$39,562,917

Up $5,859,596 (+17%) from 2015

Liabilities

Up

$4,186,828

Up $328,770 (+8.5%) from 2015

Revenue

Up

$39,450,323

Up $6,142,462 (+18%) from 2015

Expenses

Up

$33,975,303

Up $3,845,428 (+13%) from 2015

Net Income

Up

$5,475,020

Up $2,297,034 (+72%) from 2015

Historical Trend

Balance Sheet Trend

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

$150M$100M$50M$0Assets 2010: $22,226,876Liabilities 2010: $3,590,663Net Assets 2010: $18,636,2132010Assets 2011: $23,935,578Liabilities 2011: $3,552,928Net Assets 2011: $20,382,6502011Assets 2012: $35,802,677Liabilities 2012: $4,390,575Net Assets 2012: $31,412,1022012Assets 2013: $33,641,342Liabilities 2013: $3,727,003Net Assets 2013: $29,914,3392013Assets 2014: $35,265,153Liabilities 2014: $3,752,734Net Assets 2014: $31,512,4192014Assets 2015: $37,561,379Liabilities 2015: $3,858,058Net Assets 2015: $33,703,3212015Assets 2016: $43,749,745Liabilities 2016: $4,186,828Net Assets 2016: $39,562,9172016Assets 2017: $54,546,087Liabilities 2017: $4,483,174Net Assets 2017: $50,062,9132017Assets 2018: $62,948,233Liabilities 2018: $4,818,280Net Assets 2018: $58,129,9532018Assets 2019: $78,303,907Liabilities 2019: $5,019,377Net Assets 2019: $73,284,5302019Assets 2020: $82,166,758Liabilities 2020: $5,567,754Net Assets 2020: $76,599,0042020Assets 2021: $83,978,867Liabilities 2021: $3,359,112Net Assets 2021: $80,619,7552021Assets 2022: $85,583,175Liabilities 2022: $4,847,151Net Assets 2022: $80,736,0242022Assets 2023: $95,088,652Liabilities 2023: $5,208,722Net Assets 2023: $89,879,9302023Assets 2024: $107,548,446Liabilities 2024: $5,242,183Net Assets 2024: $102,306,2632024

Highlighted filing

2016

Assets$43,749,745
Liabilities$4,186,828
Net Assets$39,562,917

Operations Trend

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

$60M$40M$20M$0-$20MExpenses 2010: $30,283,8092010Expenses 2011: $27,750,1982011Expenses 2012: $26,957,2442012Revenue 2013: $27,525,597Expenses 2013: $29,286,708Net Income 2013: -$1,761,1112013Revenue 2014: $30,901,977Expenses 2014: $29,721,306Net Income 2014: $1,180,6712014Revenue 2015: $33,307,861Expenses 2015: $30,129,875Net Income 2015: $3,177,9862015Revenue 2016: $39,450,323Expenses 2016: $33,975,303Net Income 2016: $5,475,0202016Revenue 2017: $44,606,152Expenses 2017: $35,003,431Net Income 2017: $9,602,7212017Revenue 2018: $43,364,615Expenses 2018: $34,032,530Net Income 2018: $9,332,0852018Revenue 2019: $50,754,951Expenses 2019: $38,442,923Net Income 2019: $12,312,0282019Revenue 2020: $48,241,231Expenses 2020: $46,557,570Net Income 2020: $1,683,6612020Revenue 2021: $43,224,604Expenses 2021: $38,842,240Net Income 2021: $4,382,3642021Revenue 2022: $50,722,477Expenses 2022: $44,802,783Net Income 2022: $5,919,6942022Revenue 2023: $50,027,938Expenses 2023: $44,159,208Net Income 2023: $5,868,7302023Revenue 2024: $56,749,358Expenses 2024: $45,683,062Net Income 2024: $11,066,2962024

Highlighted filing

2016

Revenue$39,450,323
Expenses$33,975,303
Net Income$5,475,020
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 14, 2017
Return Version
2016v3.0
Gross Receipts
$45,643,114
Mission and Program Overview

Mission

To provide health and welfare benefits to all eligible members and their dependents.

To provide health and welfare benefits to members and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,703,321$39,562,917▲ $5,859,596
Savings and Temporary Cash Investments$17,565,020$21,025,941▲ $3,460,921
Investments Other Securities$16,983,078$19,107,170▲ $2,124,092
Accounts Receivable$2,951,450$3,424,663▲ $473,213
Prepaid Expenses and Deferred Charges$31,111$29,489▼ $1,622
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$37,561,379$43,749,745▲ $6,188,366
Other Assets Total$30,720$162,482▲ $131,762
Liabilities
Other Liabilities$3,833,000$4,174,052▲ $341,052
Accounts Payable and Accrued Expenses$25,058$12,776▼ $12,282
Total Liabilities$3,858,058$4,186,828▲ $328,770
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,703,321$39,562,917▲ $5,859,596
Total Liabilities and Net Assets / Fund Balance$37,561,379$43,749,745▲ $6,188,366

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$0$69,282$69,282
Other Securities$19,107,170--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeOtherTotal
Melissa WetzelAdministratorPT$97,839$97,839
Jeremiah RodriguezPlan AttorneyPT$80,206$80,206
Roy B GrosswilerLabor Trustee-$57,617$57,617
Eric GrosswilerLabor Trustee-$24,847$24,847
Thomas EnrightLabor Trustee-$5,314$5,314
Gregory HammerLabor Trustee-$2,925$2,925

Board Members and Trustees

NameTitle
Joseph E CousinoLabor Trustee (former)
Shawn a RobaszkiewiczLabor Trustee (former)
Michael J ArnoldMgmt Trustee
Michael L MccormackMgmt Trustee
Ritchie LevineMgmt Trustee
Todd T MichaelsenMgmt Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,980,661
Investment Income
$469,662
Other Revenue
$0
Change in Net Assets
$5,475,020

Audited Revenue Reconciliation

Revenue per Audited Statements
$39,423,996
Revenue Not Reported on Financial Statements
$26,327
Revenue Not Reported on Form 990
$384,576
Total Revenue per Audited Statements
$39,808,572
Total Revenue per Form 990
$39,450,323
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$999,101
Salaries, Compensation, and Employee Benefits$826,667
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,149,535
Other Salaries and Wages---$570,399
Fees for Services Other---$324,528
Other Employee Benefits---$206,668
Fees for Services Legal---$170,388
Information Technology---$157,408
Office Expenses---$122,786
Insurance---$60,617
Payroll Taxes---$49,600
Travel---$47,152
Fees for Services Accounting---$40,049
Occupancy---$31,536
Fees for Service Investment Mgmnt Fees---$26,327
Other Expenses---$1,232
Total Functional Expenses$0$0$0$33,975,303

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$33,975,303
Total Expenses per Audited Statements$33,616,976
Expenses per Audited Statements$29,783,976
Expenses Not Reported on Financial Statements$4,191,327
Other Expense Adjustments$4,165,000
Expenses Not Reported on Form 990$3,833,000
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
Claims Payable and Claims Incurred But Not Reported$4,165,000
Reciprocity Clearing$9,052
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A draft of form 990 is reviewed by the fund administrator (ceo) and approved prior to filing and a copy of the filed form 990 is made available upon request to any member of the governing body

Form 990, Part VI, Section C, Line 18

The organization will furnish a copy of form 990 upon request.

Form 990, Part VI, Section C, Line 19

The organization's governing documents, policies, and financial statements are provided upon request.

Filing and Contact Details

Filer

Filer Name
Board of Trustees Toledo
EIN
34-4441661
Phone
4196664450
Address
727 LIME CITY ROAD, ROSSFORD, OH 43460

Signing Officer

Name
Melissa Wetzel
Title
Administrative Manager
Phone
4196664450
Signed
2017-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Melissa Wetzel
Formed
1953
Legal Domicile
Oh
Voting Board Members
8
Independent Board Members
0
Employees
443
Volunteers
0

Preparer

Firm
Mspc Cpas & Advisors Pc
Address
340 NORTH AVENUE EAST, CRANFORD, NJ 07016-2496
Preparer
Patrick M Trombetta
Phone
9082727000
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

Net appreciation in fair value of investments 384,576.

FORM 990, PART XII, LINE 2C:

The board of trustees assume responsibility for the oversight of the audit and the selection of an independent accountant.

Financial Statement Notes

PART XII, LINE 2D - OTHER ADJUSTMENTS:

Claims payable and claims incurred but not reported - 2015

PART XII, LINE 4B - OTHER ADJUSTMENTS:

Claims payable and claims incurred but not reported - 2016

Raw XML AppendixShowing 400 of 532 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/OtherEmployeeBenefitsGrp/TotalAmt0206668
IRS990/OtherExpensesGrp/Desc0TRUSTEES MEETINGS
IRS990/OtherExpensesGrp/Desc1BANK CHARGES AND MISCEL
IRS990/OtherExpensesGrp/Desc2DUES AND SUBSCRIPTIONS
IRS990/OtherExpensesGrp/Desc3AUTO EXPENSE
IRS990/OtherExpensesGrp/TotalAmt07916
IRS990/OtherExpensesGrp/TotalAmt16462
IRS990/OtherExpensesGrp/TotalAmt22700
IRS990/OtherExpensesGrp/TotalAmt31232
IRS990/OtherLiabilitiesGrp/BOYAmt03833000
IRS990/OtherLiabilitiesGrp/EOYAmt04174052
IRS990/OtherSalariesAndWagesGrp/TotalAmt0570399
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt049600
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt031111
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt029489
IRS990/PrincipalOfficerNm0MELISSA WETZEL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS CONTRIB.
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt037716434
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11264227
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt037716434
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11264227
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt028325639
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0971742
IRS990/PYOtherExpensesAmt01011439
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt032336119
IRS990/PYRevenuesLessExpensesAmt03177986
IRS990/PYSalariesCompEmpBnftPaidAmt0792797
IRS990/PYTotalExpensesAmt030129875
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt033307861
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt05475020
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt033703321
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt039562917
IRS990/SavingsAndTempCashInvstGrp/BOYAmt017565020
IRS990/SavingsAndTempCashInvstGrp/EOYAmt021025941
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt03833000
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04191327
IRS990ScheduleD/ExpensesSubtotalAmt029783976
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt026327
IRS990ScheduleD/InvestmentExpensesNotIncldAmt026327
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0384576
IRS990ScheduleD/OtherExpensesIncludedAmt03833000
IRS990ScheduleD/OtherExpensesNotIncludedAmt04165000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt00
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt069282
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt069282
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt04165000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt19052
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1RECIPROCITY CLEARING
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt019107170
IRS990ScheduleD/OtherSecuritiesGrp/Desc0EQUITY FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0384576
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt026327
IRS990ScheduleD/RevenueSubtotalAmt039423996
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED - 2015
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CLAIMS PAYABLE AND CLAIMS INCURRED BUT NOT REPORTED - 2016
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt019107170
IRS990ScheduleD/TotalExpensesPerForm990Amt033975303
IRS990ScheduleD/TotalLiabilityAmt04174052
IRS990ScheduleD/TotalRevenuePerForm990Amt039450323
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt039808572
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt033616976
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0128733
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt189013
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOSEPH E COUSINO
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1SHAWN A ROBASZKIEWICZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0LABOR TRUSTEE (FORMER)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1LABOR TRUSTEE (FORMER)
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0128733
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt189013
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A DRAFT OF FORM 990 IS REVIEWED BY THE FUND ADMINISTRATOR (CEO) AND APPROVED PRIOR TO FILING AND A COPY OF THE FILED FORM 990 IS MADE AVAILABLE UPON REQUEST TO ANY MEMBER OF THE GOVERNING BODY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL FURNISH A COPY OF FORM 990 UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION'S GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE PROVIDED UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NET APPRECIATION IN FAIR VALUE OF INVESTMENTS 384,576.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF TRUSTEES ASSUME RESPONSIBILITY FOR THE OVERSIGHT OF THE AUDIT AND THE SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0LOCAL NO 8 IBEW RETIREMENT PLAN AND TRUST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1IBEW LOCAL NO 8 401(K) PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2NWO ELECTRICAL ADMINISTRATORS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3TOLEDO ELECTRICAL JOINT APPRENTICESHIP AND TRAINING COMMITTEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4IBEW LOCAL UNION 8
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0346596899
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1346596899
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2341956758
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3341202670
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4344269661
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0SECTION 401(A)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1SECTION 401(K)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2SECTION 501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3SECTION 501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt4SECTION 501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd4OH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PROVIDE ANNUITY BENEFITS FOR MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDE A 401(K) PLAN FOR MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDE ADMINISTRATIVE SERVICES FOR RELATED ENTITIES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3PROVIDE EDUCATION AND TRAINING FOR MEMBERS AND APPRENTICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt4PROVIDE COLLECTIVE BARGAINING SERVICES FOR MEMBERS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt2N/A

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$108$5.24$102$56.7$45.7$11.1
2023Detailed filing. Detailed filing data is available for this year.$95.1$5.21$89.9$50.0$44.2$5.87
2022Detailed filing. Detailed filing data is available for this year.$85.6$4.85$80.7$50.7$44.8$5.92
2021Detailed filing. Detailed filing data is available for this year.$84.0$3.36$80.6$43.2$38.8$4.38
2020Detailed filing. Detailed filing data is available for this year.$82.2$5.57$76.6$48.2$46.6$1.68
2019Detailed filing. Detailed filing data is available for this year.$78.3$5.02$73.3$50.8$38.4$12.3
2018Detailed filing. Detailed filing data is available for this year.$62.9$4.82$58.1$43.4$34.0$9.33
2017Detailed filing. Detailed filing data is available for this year.$54.5$4.48$50.1$44.6$35.0$9.60
2016Detailed filing. Detailed filing data is available for this year.$43.7$4.19$39.6$39.5$34.0$5.48
2015Detailed filing. Detailed filing data is available for this year.$37.6$3.86$33.7$33.3$30.1$3.18
2014Detailed filing. Detailed filing data is available for this year.$35.3$3.75$31.5$30.9$29.7$1.18
2013Detailed filing. Detailed filing data is available for this year.$33.6$3.73$29.9$27.5$29.3$1.76
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.8$4.39$31.4$27.0
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.9$3.55$20.4$27.8
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$22.2$3.59$18.6$30.3