Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
48th percentile
Higher debt load relative to assets than 48% of similar nonprofits.
Liabilities / Revenue
53rd percentile
Higher debt load relative to revenue than 53% of similar nonprofits.
Net Margin
29th percentile
Higher net margin than 29% of similar nonprofits.
Top Officer Pay
52nd percentile
Higher top officer pay than 52% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
45th percentile
Faster asset growth than 45% of similar nonprofits.
Revenue Growth
61st percentile
Faster revenue growth than 61% of similar nonprofits.
Assets
Up$17,583,794
Up $873,205 (+5.2%) from 2016
Net Assets
Up$17,272,052
Up $719,776 (+4.3%) from 2016
Liabilities
Up$311,742
Up $153,429 (+97%) from 2016
Revenue
Up$7,171,553
Up $560,061 (+8.5%) from 2016
Expenses
Up$7,250,737
Up $942,424 (+15%) from 2016
Net Income
Down-$79,184
Down $382,363 (-126%) from 2016
To provide medical, vision, dental,
To provide medical, vision, dental disability, life insurance, and accidental death and dismemberment benefits to eligible members of ibew 540 and their families
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Investments in Publicly Traded Securities | $14,151,869 | $14,968,045 | ▲ $816,176 |
| Cash and Non-Interest-Bearing Accounts | $1,209,152 | $1,418,296 | ▲ $209,144 |
| Accounts Receivable | $1,057,998 | $840,078 | ▼ $217,920 |
| Savings and Temporary Cash Investments | $248,550 | $326,164 | ▲ $77,614 |
| Prepaid Expenses and Deferred Charges | $43,020 | $31,211 | ▼ $11,809 |
| Total Assets | $16,710,589 | $17,583,794 | ▲ $873,205 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $99,974 | $210,581 | ▲ $110,607 |
| Other Liabilities | $58,339 | $101,161 | ▲ $42,822 |
| Total Liabilities | $158,313 | $311,742 | ▲ $153,429 |
| Net Assets / Fund Balance | |||
| Unrestricted Net Assets | $16,552,276 | $17,272,052 | ▲ $719,776 |
| Total Net Assets Fund Balance | $16,552,276 | $17,272,052 | ▲ $719,776 |
| Total Liabilities and Net Assets / Fund Balance | $16,710,589 | $17,583,794 | ▲ $873,205 |
| Name | Title | Base | Total |
|---|---|---|---|
| Matthew Leslie | Trustee | $819 | $819 |
| Mark Gold | Trustee | $523 | $523 |
| Name | Title |
|---|---|
| Aaron Brown | Trustee |
| Brent Fatzinger | Trustee |
| Fred Miller | Trustee |
| Jason Walden | Trustee |
| Philip William | Trustee |
| Ted Foster | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,020,346 |
| Salaries, Compensation, and Employee Benefits | $9,122 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | - | - | - | $6,221,269 |
| Insurance | - | - | - | $545,878 |
| Fees for Services Other | - | - | - | $230,893 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $93,568 |
| Fees for Services Management | - | - | - | $82,250 |
| Fees for Services Accounting | - | - | - | $16,785 |
| Office Expenses | - | - | - | $11,778 |
| Fees for Services Legal | - | - | - | $8,618 |
| Payroll Taxes | - | - | - | $7,780 |
| Conferences and Meetings | - | - | - | $7,249 |
| Other Expenses | - | - | - | $3,371 |
| Current Officers, Directors, Trustees, and Key Employees | - | - | - | $1,342 |
| Total Functional Expenses | $0 | $0 | $0 | $7,250,737 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $7,615,862 |
| Total Expenses per Form 990 | $7,250,737 |
| Expenses per Audited Statements | $7,157,169 |
| Expenses Not Reported on Form 990 | $458,693 |
| Expenses Not Reported on Financial Statements | $93,568 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Contributions Received for Future Benefits | $97,802 |
| Payroll Taxes Witheld | $3,359 |
“The form 990 was reviewed by all the trustees of the board at the quarterly board meetings and was authorized to be signed.”
“Trustees disclose any conflict of interest annually”
“Trustees are reimbursed wages for their time at the quarterly board meetings, if the meeting is held during normal business hours.”
“All governing documents, conflict of interest policy, and the financial statements are available upon request at the fund office.”
“The trust established under the plan to hold the plan's net assets is qualified pursuant to section (501) (c)(9) of the internal revenue code and, accordingly, the trust's net investment income is exempt from income taxes. The sponsor believes that the plan, as amended, continues to qualify and to operate as designed.the plan has adopted the recognition requirements for uncertain income tax positions as required by generally accepted accounting principles, with no cumulative effect adjustment required. Income tax benefits are recognized for income tax positions taken or expected to be taken in a tax return, only when it is determined that the income tax position will more-likely-than-not be sustained upon examination by taxing authorities. The plan has analyzed tax positions taken for filing with the internal revenue service. The plan believes that income tax filing positions will be sustained upon examination and does not anticipate any adjustments that would result in a material adverse effect on the plan's financial condition, results of operations or cash flows. Accordingly, the plan has not recorded any reserves, or related accruals for interest and penalties for uncertain income tax positions at october 31, 2017.the plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The plan believes it is no longer subject to income tax examinations for years prior to october 31, 2014.”
“Refunds from benefits paid”
“Refunds from benefits paid”
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
| Path | # | Value |
|---|---|---|
| IRS990/AccountantCompileOrReviewInd | 0 | false |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 99974 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 210581 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1057998 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 840078 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | false |
| IRS990/ActivityOrMissionDesc | 0 | TO PROVIDE MEDICAL, VISION, DENTAL DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS OF IBEW 540 AND THEIR FAMILIES |
| IRS990/AnnualDisclosureCoveredPrsnInd | 0 | true |
| IRS990/AuditCommitteeInd | 0 | true |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 6221269 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BENESYS INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3302700453 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 33 FITCH BLVD |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | AUSTINTOWN |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44515 |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1209152 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 1418296 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 1342 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConferencesMeetingsGrp/TotalAmt | 0 | 7249 |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 6221269 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 190340 |
| IRS990/CYOtherExpensesAmt | 0 | 1020346 |
| IRS990/CYOtherRevenueAmt | 0 | 0 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 6981213 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | -79184 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 9122 |
| IRS990/CYTotalExpensesAmt | 0 | 7250737 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 7171553 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | false |
| IRS990/DeductibleArtContributionInd | 0 | false |
| IRS990/DeductibleNonCashContriInd | 0 | false |
| IRS990/DelegationOfMgmtDutiesInd | 0 | false |
| IRS990/Desc | 0 | THE ORGANIZATION PROVIDES MEDICAL, VISION, DENTAL, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS OF THE IBEW LOCAL UNION 540 AND THEIR FAMILIES |
| IRS990/DescribedInSection501c3Ind | 0 | false |
| IRS990/DisregardedEntityInd | 0 | false |
| IRS990/DocumentRetentionPolicyInd | 0 | true |
| IRS990/DonorAdvisedFundInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 21 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/EngagedInExcessBenefitTransInd | 0 | false |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 16785 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 8618 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 82250 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 230893 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 93568 |
| IRS990/ForeignActivitiesInd | 0 | false |
| IRS990/ForeignFinancialAccountInd | 0 | false |
| IRS990/ForeignOfficeInd | 0 | false |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 6 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 7 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 6 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 7 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | FRED MILLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | PHILIP WILLIAM |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MATTHEW LESLIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | AARON BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | TED FOSTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | BRENT FATZINGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | JASON WALDEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | MARK GOLD |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 819 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 523 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 7 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 6 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 7 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | true |
| IRS990/FormationYr | 0 | 1965 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | false |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -134658 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 9582521 |
| IRS990/GrossReceiptsAmt | 0 | 16888732 |
| IRS990/GroupReturnForAffiliatesInd | 0 | false |
| IRS990/IncludeFIN48FootnoteInd | 0 | true |
| IRS990/IndependentAuditFinclStmtInd | 0 | true |
| IRS990/IndependentVotingMemberCnt | 0 | 8 |
| IRS990/IndoorTanningServicesInd | 0 | false |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InsuranceGrp/TotalAmt | 0 | 545878 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 324998 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 324998 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 14151869 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 14968045 |
| IRS990/IRPDocumentCnt | 0 | 238 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 9717179 |
| IRS990/LoanOutstandingInd | 0 | false |
| IRS990/LobbyingActivitiesInd | 0 | false |
| IRS990/LocalChaptersInd | 0 | false |
| IRS990/MaterialDiversionOrMisuseInd | 0 | false |
| IRS990/MembersOrStockholdersInd | 0 | false |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | true |
| IRS990/MinutesOfGoverningBodyInd | 0 | true |
| IRS990/MissionDesc | 0 | TO PROVIDE MEDICAL, VISION, DENTAL |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 16552276 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 17272052 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | -134658 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -134658 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | 798960 |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 11778 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsSFAS117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | PRINTING AND POSTAGE |
| IRS990/OtherExpensesGrp/Desc | 1 | RECIPROCITY EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | MISCELLANEOUS EXPENSE |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 17756 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2200 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 3371 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 58339 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 101161 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 7780 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 43020 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 31211 |
| IRS990/PrincipalOfficerNm | 0 | TED FOSTER |
| IRS990/ProfessionalFundraisingInd | 0 | false |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 2 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | EMPLOYER CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | PARTICIPANT CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 2 | OFFICE AND SALARY |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 5413594 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1069335 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 498284 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 5398359 |
| IRS990/PYExcessBenefitTransInd | 0 | false |
| IRS990/PYInvestmentIncomeAmt | 0 | 553869 |
| IRS990/PYOtherExpensesAmt | 0 | 901467 |
| IRS990/PYOtherRevenueAmt | 0 | 71359 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 5986264 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 303179 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 8487 |
| IRS990/PYTotalExpensesAmt | 0 | 6308313 |
| IRS990/PYTotalRevenueAmt | 0 | 6611492 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | -79184 |
| IRS990/RegularMonitoringEnfrcInd | 0 | true |
| IRS990/RelatedEntityInd | 0 | false |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | false |
| IRS990/ReportInvestmentsOtherSecInd | 0 | false |
| IRS990/ReportLandBuildingEquipmentInd | 0 | false |
| IRS990/ReportOtherAssetsInd | 0 | false |
| IRS990/ReportOtherLiabilitiesInd | 0 | true |
| IRS990/ReportProgramRelatedInvstInd | 0 | false |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 248550 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 326164 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 458693 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 93568 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7157169 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 93568 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 93568 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 798960 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 458693 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 3359 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 97802 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | PAYROLL TAXES WITHELD |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | CONTRIBUTIONS RECEIVED FOR FUTURE BENEFITS |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 458693 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 1257653 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 93568 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 7077985 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S NET ASSETS IS QUALIFIED PURSUANT TO SECTION (501) (C)(9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, THE TRUST'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED.THE PLAN HAS ADOPTED THE RECOGNITION REQUIREMENTS FOR UNCERTAIN INCOME TAX POSITIONS AS REQUIRED BY GENERALLY ACCEPTED ACCOUNTING PRINCIPLES, WITH NO CUMULATIVE EFFECT ADJUSTMENT REQUIRED. INCOME TAX BENEFITS ARE RECOGNIZED FOR INCOME TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN, ONLY WHEN IT IS DETERMINED THAT THE INCOME TAX POSITION WILL MORE-LIKELY-THAN-NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. THE PLAN HAS ANALYZED TAX POSITIONS TAKEN FOR FILING WITH THE INTERNAL REVENUE SERVICE. THE PLAN BELIEVES THAT INCOME TAX FILING POSITIONS WILL BE SUSTAINED UPON EXAMINATION AND DOES NOT ANTICIPATE ANY ADJUSTMENTS THAT WOULD RESULT IN A MATERIAL ADVERSE EFFECT ON THE PLAN'S FINANCIAL CONDITION, RESULTS OF OPERATIONS OR CASH FLOWS. ACCORDINGLY, THE PLAN HAS NOT RECORDED ANY RESERVES, OR RELATED ACCRUALS FOR INTEREST AND PENALTIES FOR UNCERTAIN INCOME TAX POSITIONS AT OCTOBER 31, 2017.THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO OCTOBER 31, 2014. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | REFUNDS FROM BENEFITS PAID |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | REFUNDS FROM BENEFITS PAID |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt X, Line 2 |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt XI, Line 2d |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt XII, Line 2d |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 7250737 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 101161 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 7171553 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 8335638 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 7615862 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 WAS REVIEWED BY ALL THE TRUSTEES OF THE BOARD AT THE QUARTERLY BOARD MEETINGS AND WAS AUTHORIZED TO BE SIGNED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TRUSTEES DISCLOSE ANY CONFLICT OF INTEREST ANNUALLY |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TRUSTEES ARE REIMBURSED WAGES FOR THEIR TIME AT THE QUARTERLY BOARD MEETINGS, IF THE MEETING IS HELD DURING NORMAL BUSINESS HOURS. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND THE FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST AT THE FUND OFFICE. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Pt VI, Line 11b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Pt VI, Line 12c |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Pt VI, Line 15b |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt VI, Line 19 |
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| IRS990/TempOrPermanentEndowmentsInd | 0 | false |
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| IRS990/TotalAssetsEOYAmt | 0 | 17583794 |
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| IRS990/TotalAssetsGrp/EOYAmt | 0 | 17583794 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 21 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 7250737 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 158313 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 311742 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 158313 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 311742 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 16552276 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 17272052 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 6981213 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 1342 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 324998 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 6846555 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 7171553 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 16710589 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 17583794 |
| IRS990/TransactionWithControlEntInd | 0 | false |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UnrestrictedNetAssetsGrp/BOYAmt | 0 | 16552276 |
| IRS990/UnrestrictedNetAssetsGrp/EOYAmt | 0 | 17272052 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 33 FITCH BLVD |
| IRS990/USAddress/CityNm | 0 | AUSTINTOWN |
| IRS990/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/USAddress/ZIPCd | 0 | 44515 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/BuildTS | 0 | 2018-06-14 16:35:46Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | TED FOSTER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3302700453 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2018-07-26 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | CANTON ELECTRICAL WELFARE FUND |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | CANT |
| ReturnHeader/Filer/EIN | 0 | 346573626 |
| ReturnHeader/Filer/PhoneNum | 0 | 3302700453 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 33 FITCH BOULEVARD |
| ReturnHeader/Filer/USAddress/CityNm | 0 | YOUNGSTOWN |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 44515 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId | 0 | DD392F53E4961F4719B67FDEC01C644C8249B983 |
| ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId | 0 | FBA73B1CAC558642EE7E03BB0A693F48FE7A86F2 |
| ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd | 0 | P |
| ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt | 0 | 24.144.144.53 |
| ReturnHeader/FilingSecurityInformation/IPDt | 0 | 2018-07-26 |
| ReturnHeader/FilingSecurityInformation/IPTimezoneCd | 0 | PD |
| ReturnHeader/FilingSecurityInformation/IPTm | 0 | 08:56:12 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Yurchyk & Davis CPA's Inc |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 3701 Boardman-Canfield Rd 2 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Canfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 44406 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3305335000 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2018-07-26 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID A EYSTER CPA CMA |
| ReturnHeader/ReturnTs | 0 | 2018-07-26T08:56:12-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2016-11-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2017-10-31 |
| ReturnHeader/TaxYr | 0 | 2016 |
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Displayed year
2017 • Form 990Detailed filing. Detailed filing data is available for this year.