Civic Intelligence

International Brotherhood of Electrical Workers Local 38 Health & Welfare F

EIN 34-6529234 • 501(c)9 • Cleveland, OH

View Organization Page

Profile

Provides medical and other benefits to union members.

3250 Euclid Avenue No 270Cleveland, OH 44115

n/A

Siviq Scores

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

Liabilities / Assets

78th percentile

0.22x

Higher debt load relative to assets than 78% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

72nd percentile

0.14x

Higher debt load relative to revenue than 72% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

25th percentile

-2.3%

Higher net margin than 25% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

24th percentile

-0.1%

Faster asset growth than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

55th percentile

8.6%

Faster revenue growth than 55% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$26,039,780

Down $16,141 (-0.1%) from 2024

Liabilities

Up

$5,613,970

Up $415,043 (+8.0%) from 2024

Net Assets

Down

$20,425,810

Down $431,184 (-2.1%) from 2024

Operations
Liabilities / Revenue72nd percentileNet Margin25th percentile

Revenue

Up

$41,093,234

Up $3,247,647 (+8.6%) from 2024

Expenses

Up

$42,037,052

Up $6,993,034 (+20%) from 2024

Net Income

Down

-$943,818

Down $3,745,387 (-134%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth24th percentile

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

$60M$40M$20M$0Assets 2010: $41,913,720Liabilities 2010: $120,618Net Assets 2010: $41,793,1022010Assets 2012: $38,551,937Liabilities 2012: $136,557Net Assets 2012: $38,415,3802012Assets 2013: $36,566,486Liabilities 2013: $267,144Net Assets 2013: $36,299,3422013Assets 2014: $31,302,619Liabilities 2014: $177,403Net Assets 2014: $31,125,2162014Assets 2015: $29,957,529Liabilities 2015: $1,275,331Net Assets 2015: $28,682,1982015Assets 2016: $26,734,088Liabilities 2016: $2,370,092Net Assets 2016: $24,363,9962016Assets 2017: $24,818,684Liabilities 2017: $3,136,264Net Assets 2017: $21,682,4202017Assets 2018: $26,392,736Liabilities 2018: $3,438,772Net Assets 2018: $22,953,9642018Assets 2019: $30,364,314Liabilities 2019: $3,879,449Net Assets 2019: $26,484,8652019Assets 2020: $29,319,628Liabilities 2020: $4,573,188Net Assets 2020: $24,746,4402020Assets 2021: $26,387,588Liabilities 2021: $4,429,489Net Assets 2021: $21,958,0992021Assets 2022: $22,468,521Liabilities 2022: $4,781,002Net Assets 2022: $17,687,5192022Assets 2023: $23,258,341Liabilities 2023: $4,905,845Net Assets 2023: $18,352,4962023Assets 2024: $26,055,921Liabilities 2024: $5,198,927Net Assets 2024: $20,856,9942024Assets 2025: $26,039,780Liabilities 2025: $5,613,970Net Assets 2025: $20,425,8102025

Highlighted filing

2025

Assets$26,039,780
Liabilities$5,613,970
Net Assets$20,425,810
Open 2025 Filing

Operations Trend

Revenue Growth55th percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $26,459,2352010Expenses 2012: $31,597,3832012Expenses 2013: $31,679,2832013Revenue 2014: $28,625,316Expenses 2014: $32,758,805Net Income 2014: -$4,133,4892014Revenue 2015: $28,714,523Expenses 2015: $30,306,938Net Income 2015: -$1,592,4152015Revenue 2016: $28,126,145Expenses 2016: $31,759,082Net Income 2016: -$3,632,9372016Revenue 2017: $30,397,685Expenses 2017: $32,393,953Net Income 2017: -$1,996,2682017Revenue 2018: $31,546,484Expenses 2018: $30,212,357Net Income 2018: $1,334,1272018Revenue 2019: $35,014,201Expenses 2019: $32,371,670Net Income 2019: $2,642,5312019Revenue 2020: $33,632,099Expenses 2020: $35,637,191Net Income 2020: -$2,005,0922020Revenue 2021: $31,709,285Expenses 2021: $34,581,505Net Income 2021: -$2,872,2202021Revenue 2022: $33,281,592Expenses 2022: $35,571,905Net Income 2022: -$2,290,3132022Revenue 2023: $36,051,243Expenses 2023: $35,203,745Net Income 2023: $847,4982023Revenue 2024: $37,845,587Expenses 2024: $35,044,018Net Income 2024: $2,801,5692024Revenue 2025: $41,093,234Expenses 2025: $42,037,052Net Income 2025: -$943,8182025

Highlighted filing

2025

Revenue$41,093,234
Expenses$42,037,052
Net Income-$943,818
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$26,039,780
Liabilities
$5,613,970
Net assets
$20,425,810
Revenue
$41,093,234
Expenses
$42,037,052
Net income
-$943,818
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$26.0$5.61$20.4$41.1$42.0$0.94
2024Detailed filing. Detailed filing data is available for this year.$26.1$5.20$20.9$37.8$35.0$2.80
2023Detailed filing. Detailed filing data is available for this year.$23.3$4.91$18.4$36.1$35.2$0.85
2022Detailed filing. Detailed filing data is available for this year.$22.5$4.78$17.7$33.3$35.6$2.29
2021Detailed filing. Detailed filing data is available for this year.$26.4$4.43$22.0$31.7$34.6$2.87
2020Detailed filing. Detailed filing data is available for this year.$29.3$4.57$24.7$33.6$35.6$2.01
2019Detailed filing. Detailed filing data is available for this year.$30.4$3.88$26.5$35.0$32.4$2.64
2018Detailed filing. Detailed filing data is available for this year.$26.4$3.44$23.0$31.5$30.2$1.33
2017Detailed filing. Detailed filing data is available for this year.$24.8$3.14$21.7$30.4$32.4$2.00
2016Detailed filing. Detailed filing data is available for this year.$26.7$2.37$24.4$28.1$31.8$3.63
2015Detailed filing. Detailed filing data is available for this year.$30.0$1.28$28.7$28.7$30.3$1.59
2014Detailed filing. Detailed filing data is available for this year.$31.3$0.18$31.1$28.6$32.8$4.13
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$0.27$36.3$31.7
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.6$0.14$38.4$31.6
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.9$0.12$41.8$26.5
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
May 1, 2024 to Apr 30, 2025
Signed
Jan 31, 2026
Return Version
2024v5.2
Gross Receipts
$49,047,976
Mission and Program Overview

Mission

Provides medical and other benefits to union members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$20,856,994$20,425,810▼ $431,184
Investments in Publicly Traded Securities$18,924,439$19,789,992▲ $865,553
Accounts Receivable$4,936,520$4,738,717▼ $197,803
Investments Other Securities$968,082$934,353▼ $33,729
Savings and Temporary Cash Investments$1,094,672$335,120▼ $759,552
Prepaid Expenses and Deferred Charges$90,667$124,407▲ $33,740
Land, Buildings, and Equipment, Net$77,996$62,443▼ $15,553
Cash and Non-Interest-Bearing Accounts$-36,455$54,748▲ $91,203
Total Assets$26,055,921$26,039,780▼ $16,141
Liabilities
Other Liabilities$4,756,461$5,076,303▲ $319,842
Accounts Payable and Accrued Expenses$442,466$537,667▲ $95,201
Total Liabilities$5,198,927$5,613,970▲ $415,043
Net Assets / Fund Balance
Total Net Assets Fund Balance$20,856,994$20,425,810▼ $431,184
Total Liabilities and Net Assets / Fund Balance$26,055,921$26,039,780▼ $16,141

Asset Categories

AssetBook ValueDepreciationBasis
Leasehold Improvements$51,601$77,401$129,002
Equipment$10,842$6,782$17,624
Land$0--
Other Securities$934,353--
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Michael MuzicChairman
Daniel GallagherTrustee
David HainesTrustee
Jason WaldenTrustee
Marcus DehlerTrustee
Jamie ManceSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,674,588
Investment Income
$817,190
Other Revenue
$1,601,456
Change in Net Assets
$-943,818

Audited Revenue Reconciliation

Revenue per Audited Statements
$41,023,590
Revenue Not Reported on Financial Statements
$69,644
Revenue Not Reported on Form 990
$512,634
Total Revenue per Audited Statements
$41,536,224
Total Revenue per Form 990
$41,093,234
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,268,911
Salaries, Compensation, and Employee Benefits$26,278
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$0--$39,741,863
Fees for Services Management$0$0$0$1,421,874
Insurance$0$0$0$544,306
Fees for Services Other$0$0$0$88,890
Fees for Service Investment Mgmnt Fees$0$0$0$69,644
Fees for Services Legal$0$0$0$61,258
Payroll Taxes$0$0$0$26,278
Fees for Services Accounting$0$0$0$21,500
Office Expenses$0$0$0$17,971
Depreciation Depletion$0$0$0$15,553
Other Expenses$0$0$0$15,231
Information Technology$0$0$0$12,684
Total Functional Expenses$0$0$0$42,037,052

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$42,037,052
Expenses per Audited Statements$41,967,408
Total Expenses per Audited Statements$41,967,408
Expenses Not Reported on Financial Statements$69,644
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
Hra Payable$5,076,303
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
Filing and Contact Details

Filer

Filer Name
International Brotherhood of Electrical Workers Local 38 Health & Welfare F
EIN
34-6529234
Phone
2164317738
Address
3250 EUCLID AVENUE NO 270, CLEVELAND, OH 44115

Signing Officer

Name
Michael Muzic
Title
Trustee
Phone
2164317738
Signed
2026-01-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Muzic
Formed
1962
Legal Domicile
Oh
Voting Board Members
6
Independent Board Members
6
Employees
50
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

“Form 990 is provided to the board of trustees at the regularly scheduled meeting. The return is subject to review and approval by the board of trustees prior to the filing of the return.”

Pt VI, Line 12C

“Annual disclosure statements are mailed to each trustee once completed. They are mailed to the fund office and the attorneys office.”

Pt VI, Line 19

“Governing documents are available to the public by request.”

Pt XII, Line 2C

“The organization has not changed its oversight process or selection process during the year.”

Financial Statement Notes

Pt X, Line 2

“The Organization has been classified as another-than private foundation and is tax-exempt under Section 501(c) 9 of Internal Revenue Code. 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 at April 30, 2025 for unrelated business taxable income. In addition, the Plan and the trust are required to operate inconformity with the IRC to maintain 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 that 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.”

Raw XML Appendix375 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/OtherLiabilitiesGrp/EOYAmt05076303
IRS990/OtherRevenueMiscGrp/BusinessCd0525120
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IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0124407
IRS990/PrincipalOfficerNm0MICHAEL MUZIC
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IRS990/PYBenefitsPaidToMembersAmt032843813
IRS990/PYInvestmentIncomeAmt0779337
IRS990/PYOtherExpensesAmt02178142
IRS990/PYOtherRevenueAmt0410513
IRS990/PYProgramServiceRevenueAmt036655737
IRS990/PYRevenuesLessExpensesAmt02801569
IRS990/PYSalariesCompEmpBnftPaidAmt022063
IRS990/PYTotalExpensesAmt035044018
IRS990/PYTotalRevenueAmt037845587
IRS990/ReconcilationRevenueExpnssAmt0-943818
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IRS990ScheduleD/EquipmentGrp/DepreciationAmt06782
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt017624
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IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt077401
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt0129002
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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Organization has been classified as another-than private foundation and is tax-exempt under Section 501(c) 9 of Internal Revenue Code. 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 at April 30, 2025 for unrelated business taxable income. In addition, the Plan and the trust are required to operate inconformity with the IRC to maintain 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 that 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.
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IRS990ScheduleD/TotalBookValueSecuritiesAmt0934353
IRS990ScheduleD/TotalExpensesPerForm990Amt042037052
IRS990ScheduleD/TotalLiabilityAmt05076303
IRS990ScheduleD/TotalRevenuePerForm990Amt041093234
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IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt041967408
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO THE BOARD OF TRUSTEES AT THE REGULARLY SCHEDULED MEETING. THE RETURN IS SUBJECT TO REVIEW AND APPROVAL BY THE BOARD OF TRUSTEES PRIOR TO THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUAL DISCLOSURE STATEMENTS ARE MAILED TO EACH TRUSTEE ONCE COMPLETED. THEY ARE MAILED TO THE FUND OFFICE AND THE ATTORNEYS OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS ARE AVAILABLE TO THE PUBLIC BY REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION HAS NOT CHANGED ITS OVERSIGHT PROCESS OR SELECTION PROCESS DURING THE YEAR.
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Pt XII, Line 2c
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IRS990/TotalAssetsGrp/EOYAmt026039780
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IRS990/TotalReportableCompFromOrgAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt041093234
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IRS990/TotalVolunteersCnt00
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IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01590 EAST 23RD ST
IRS990/USAddress/CityNm0CLEVELAND
IRS990/USAddress/StateAbbreviationCd0OH
IRS990/USAddress/ZIPCd044115
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MICHAEL MUZIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02164317738
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F
ReturnHeader/Filer/BusinessNameControlTxt0INTE
ReturnHeader/Filer/EIN0346529234
ReturnHeader/Filer/PhoneNum02164317738
ReturnHeader/Filer/USAddress/AddressLine1Txt03250 EUCLID AVENUE NO 270
ReturnHeader/Filer/USAddress/CityNm0CLEVELAND
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OH
ReturnHeader/Filer/USAddress/ZIPCd044115
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/PreparationDt02026-01-31
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID A EYSTER CPA CMA
ReturnHeader/ReturnTs02026-01-31T06:49:23-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-05-01
ReturnHeader/TaxPeriodEndDt02025-04-30
ReturnHeader/TaxYr02024

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