Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
47th percentile
Higher debt load relative to assets than 47% of similar nonprofits.
Liabilities / Revenue
50th percentile
Higher debt load relative to revenue than 50% of similar nonprofits.
Net Margin
77th percentile
Higher net margin than 77% of similar nonprofits.
Top Officer Pay
49th percentile
Higher top officer pay than 49% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
57th percentile
Faster asset growth than 57% of similar nonprofits.
Revenue Growth
71st percentile
Faster revenue growth than 71% of similar nonprofits.
Assets
Down$19,585,337
Down $731,988 (-3.6%) from 2021
Net Assets
Down$19,366,533
Down $770,674 (-3.8%) from 2021
Liabilities
Up$218,804
Up $38,686 (+21%) from 2021
Revenue
Up$9,839,422
Up $675,300 (+7.4%) from 2021
Expenses
Down$7,998,864
Down $627,338 (-7.3%) from 2021
Net Income
Up$1,840,558
Up $1,302,638 (+242%) from 2021
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 | $17,522,171 | $15,318,634 | ▼ $2,203,537 |
| Cash and Non-Interest-Bearing Accounts | $1,519,766 | $2,096,967 | ▲ $577,201 |
| Accounts Receivable | $1,119,494 | $2,013,637 | ▲ $894,143 |
| Savings and Temporary Cash Investments | $95,718 | $86,796 | ▼ $8,922 |
| Prepaid Expenses and Deferred Charges | $60,176 | $69,303 | ▲ $9,127 |
| Total Assets | $20,317,325 | $19,585,337 | ▼ $731,988 |
| Liabilities | |||
| Other Liabilities | $134,601 | $127,356 | ▼ $7,245 |
| Accounts Payable and Accrued Expenses | $45,517 | $91,448 | ▲ $45,931 |
| Total Liabilities | $180,118 | $218,804 | ▲ $38,686 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $20,137,207 | $19,366,533 | ▼ $770,674 |
| Total Net Assets Fund Balance | $20,137,207 | $19,366,533 | ▼ $770,674 |
| Total Liabilities and Net Assets / Fund Balance | $20,317,325 | $19,585,337 | ▼ $731,988 |
| Name | Title | Base | Total |
|---|---|---|---|
| Matthew Leslie | Trustee | $935 | $935 |
| Name | Title |
|---|---|
| Aaron Brown | Trustee |
| Brent Fatzinger | Trustee |
| Erik Hann | Trustee |
| Jason Walden | Trustee |
| John Scott | Trustee |
| Nathan Powell | Trustee |
| Philip Williams | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,656,026 |
| Salaries, Compensation, and Employee Benefits | $8,451 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $0 | - | - | $6,334,387 |
| Fees for Services Other | $0 | $0 | $0 | $848,587 |
| Insurance | $0 | $0 | $0 | $619,221 |
| Fees for Services Management | $0 | $0 | $0 | $101,337 |
| Fees for Services Legal | $0 | $0 | $0 | $31,116 |
| Fees for Services Accounting | $0 | $0 | $0 | $17,305 |
| Other Expenses | $0 | $0 | $0 | $10,601 |
| Fees for Service Investment Mgmnt Fees | $0 | $0 | $0 | $9,500 |
| Payroll Taxes | $0 | $0 | $0 | $7,516 |
| Office Expenses | $0 | $0 | $0 | $7,293 |
| Current Officers, Directors, Trustees, and Key Employees | $0 | $0 | $0 | $935 |
| Total Functional Expenses | $0 | $0 | $0 | $7,998,864 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $8,791,157 |
| Total Expenses per Form 990 | $7,998,864 |
| Expenses per Audited Statements | $7,989,364 |
| Expenses Not Reported on Form 990 | $801,793 |
| Expenses Not Reported on Financial Statements | $9,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Contributions Received for Future Benefits | $127,307 |
| Payroll Taxes Withheld | $49 |
“The form 990 was reviewed by all trustees of the board at the quarterly board meeting and was authorized to be signed.”
“Trustees disclose any conflict of interest policy.”
“Trustees are reimbursed wages for their time at the quarterly board meeting, 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.”
“ACTUARY EXPENSE 7500.”
“CONSULTANT'S FEES 90475.”
“Medical administrative fees 473531.”
“Meetings and conferences 16480.”
“Medicare administrative fees 260601.”
“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, 2022. 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, 2019.”
“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 | 45517 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 91448 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 1119494 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 2013637 |
| 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/ProgramServicesAmt | 0 | 0 |
| IRS990/BenefitsToMembersGrp/TotalAmt | 0 | 6334387 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | BENESYS INC |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 3302700453 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 3660 STUTZ DRIVE SUITE 101 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | CANFIELD |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 44406 |
| IRS990/BusinessRlnWith35CtrlEntInd | 0 | false |
| IRS990/BusinessRlnWithFamMemInd | 0 | false |
| IRS990/BusinessRlnWithOrgMemInd | 0 | false |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 1519766 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 2096967 |
| IRS990/ChangeToOrgDocumentsInd | 0 | false |
| IRS990/CollectionsOfArtInd | 0 | false |
| IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt | 0 | 935 |
| IRS990/CompensationFromOtherSrcsInd | 0 | false |
| IRS990/CompensationProcessCEOInd | 0 | false |
| IRS990/CompensationProcessOtherInd | 0 | true |
| IRS990/ConflictOfInterestPolicyInd | 0 | true |
| IRS990/ConservationEasementsInd | 0 | false |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | false |
| IRS990/CreditCounselingInd | 0 | false |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 6334387 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 408481 |
| IRS990/CYOtherExpensesAmt | 0 | 1656026 |
| IRS990/CYOtherRevenueAmt | 0 | 7250 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 9423691 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1840558 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 8451 |
| IRS990/CYTotalExpensesAmt | 0 | 7998864 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 9839422 |
| 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/DonorRstrOrQuasiEndowmentsInd | 0 | false |
| IRS990/ElectionOfBoardMembersInd | 0 | false |
| IRS990/EmployeeCnt | 0 | 24 |
| IRS990/EmploymentTaxReturnsFiledInd | 0 | true |
| IRS990/FamilyOrBusinessRlnInd | 0 | false |
| IRS990/FederalGrantAuditRequiredInd | 0 | false |
| IRS990/FeesForServicesAccountingGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 17305 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 31116 |
| IRS990/FeesForServicesManagementGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 101337 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 848587 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 9500 |
| 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 | ERIK HANN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | BRENT FATZINGER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | AARON BROWN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | JASON WALDEN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MATTHEW LESLIE |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | JOHN SCOTT |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 6 | PHILIP WILLIAMS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 7 | NATHAN POWELL |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 935 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 6 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 7 | 0 |
| 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/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | true |
| IRS990/FundraisingActivitiesInd | 0 | false |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | 0 |
| IRS990/GamingActivitiesInd | 0 | false |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 8 |
| IRS990/GrantsToIndividualsInd | 0 | false |
| IRS990/GrantsToOrganizationsInd | 0 | false |
| IRS990/GrantToRelatedPersonInd | 0 | false |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 9500 |
| IRS990/GrossReceiptsAmt | 0 | 9848922 |
| 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/FundraisingAmt | 0 | 0 |
| IRS990/InsuranceGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/InsuranceGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 619221 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 408481 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 408481 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 17522171 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 15318634 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 9500 |
| IRS990/LoanOutstandingInd | 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, DISABILITY, LIFE INSURANCE, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS OF IBEW 540 AND THEIR FAMILIES. |
| IRS990/MoreThan5000KToIndividualsInd | 0 | false |
| IRS990/MoreThan5000KToOrgInd | 0 | false |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 20137207 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 19366533 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | 0 |
| IRS990/NetGainOrLossInvestmentsGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -2611232 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 20137207 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 19366533 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | false |
| IRS990/OfficeExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 7293 |
| IRS990/OfficerMailingAddressInd | 0 | false |
| IRS990/OperateHospitalInd | 0 | false |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrganizationFollowsFASB117Ind | 0 | X |
| IRS990/OtherExpensesGrp/Desc | 0 | POSTAGE AND PRINTING EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 1 | RECIPROCITY EXPENSE |
| IRS990/OtherExpensesGrp/Desc | 2 | MISCELLANEOUS EXPENSE |
| IRS990/OtherExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/FundraisingAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ManagementAndGeneralAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 1 | 0 |
| IRS990/OtherExpensesGrp/ProgramServicesAmt | 2 | 0 |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 8599 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2467 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 10601 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 134601 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 127356 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 7250 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 7250 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 7250 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 7516 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 60176 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 69303 |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | ERIK HANN |
| 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/ExclusionAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/ExclusionAmt | 2 | 0 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 7207197 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1175946 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1040548 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 2 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 6961700 |
| IRS990/PYInvestmentIncomeAmt | 0 | 759822 |
| IRS990/PYOtherExpensesAmt | 0 | 1660363 |
| IRS990/PYOtherRevenueAmt | 0 | 6321 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 8397979 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 537920 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 4139 |
| IRS990/PYTotalExpensesAmt | 0 | 8626202 |
| IRS990/PYTotalRevenueAmt | 0 | 9164122 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1840558 |
| 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 | 95718 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 86796 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 801793 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 9500 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 7989364 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 9500 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 9500 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -2611232 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 801793 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 127307 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 49 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CONTRIBUTIONS RECEIVED FOR FUTURE BENEFITS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | PAYROLL TAXES WITHHELD |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 801793 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -1809439 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 9500 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 9829922 |
| 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, 2022. 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, 2019. |
| 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 | 7998864 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 127356 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 9839422 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 8020483 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 8791157 |
| IRS990/ScheduleJRequiredInd | 0 | false |
| IRS990/ScheduleORequiredInd | 0 | true |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | THE FORM 990 WAS REVIEWED BY ALL TRUSTEES OF THE BOARD AT THE QUARTERLY BOARD MEETING AND WAS AUTHORIZED TO BE SIGNED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | TRUSTEES DISCLOSE ANY CONFLICT OF INTEREST POLICY. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | TRUSTEES ARE REIMBURSED WAGES FOR THEIR TIME AT THE QUARTERLY BOARD MEETING, 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/ExplanationTxt | 4 | ACTUARY EXPENSE 7500. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 5 | CONSULTANT'S FEES 90475. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 6 | MEDICAL ADMINISTRATIVE FEES 473531. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 7 | MEETINGS AND CONFERENCES 16480. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 8 | MEDICARE ADMINISTRATIVE FEES 260601. |
| 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 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990, Part IX, Line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 5 | Form 990, Part IX, Line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 6 | Form 990, Part IX, Line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 7 | Form 990, Part IX, Line 11g |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 8 | Form 990, Part IX, Line 11g |
| IRS990/SchoolOperatingInd | 0 | false |
| IRS990/SignificantChangeInd | 0 | false |
| IRS990/SignificantNewProgramSrvcInd | 0 | false |
| IRS990/SubjectToProxyTaxInd | 0 | false |
| IRS990/TaxablePartyNotificationInd | 0 | false |
| IRS990/TaxExemptBondsInd | 0 | false |
| IRS990/TerminateOperationsInd | 0 | false |
| IRS990/TotalAssetsBOYAmt | 0 | 20317325 |
| IRS990/TotalAssetsEOYAmt | 0 | 19585337 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 20317325 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 19585337 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 24 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 7998864 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 180118 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 218804 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 180118 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 218804 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 20137207 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 19366533 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 9423691 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 935 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 408481 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 9430941 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 9839422 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 20317325 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 19585337 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | false |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 3660 STUTZ DRIVE SUITE 101 |
| IRS990/USAddress/CityNm | 0 | CANFIELD |
| IRS990/USAddress/StateAbbreviationCd | 0 | OH |
| IRS990/USAddress/ZIPCd | 0 | 44406 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 8 |
| IRS990/VotingMembersIndependentCnt | 0 | 8 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | true |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd | 0 | AAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd | 0 | FAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd | 0 | IAL1 |
| ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd | 0 | 3 |
| ReturnHeader/BuildTS | 0 | 2023-04-26 12:10:37Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ERIK HANN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3302700453 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2023-09-11 |
| 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 | 3660 STUTZ DRIVE |
| ReturnHeader/Filer/USAddress/CityNm | 0 | CANFIELD |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | OH |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 44406 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 341638235 |
| 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 | 2023-09-11 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID A EYSTER CPA CMA |
| ReturnHeader/ReturnTs | 0 | 2023-09-11T10:36:18-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm | 0 | ERIK |
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Displayed year
2022 • Form 990Detailed filing. Detailed filing data is available for this year.