Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
46th percentile
Higher debt load relative to assets than 46% of similar nonprofits.
Liabilities / Revenue
50th percentile
Higher debt load relative to revenue than 50% of similar nonprofits.
Net Margin
71st percentile
Higher net margin than 71% of similar nonprofits.
Top Officer Pay
48th percentile
Higher top officer pay than 48% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
58th percentile
Faster asset growth than 58% of similar nonprofits.
Revenue Growth
64th percentile
Faster revenue growth than 64% of similar nonprofits.
Assets
Up$21,297,425
Up $1,712,088 (+8.7%) from 2022
Net Assets
Up$21,007,563
Up $1,641,030 (+8.5%) from 2022
Liabilities
Up$289,862
Up $71,058 (+32%) from 2022
Revenue
Up$10,800,735
Up $961,313 (+9.8%) from 2022
Expenses
Up$9,351,503
Up $1,352,639 (+17%) from 2022
Net Income
Down$1,449,232
Down $391,326 (-21%) from 2022
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 | $15,318,634 | $16,759,828 | ▲ $1,441,194 |
| Cash and Non-Interest-Bearing Accounts | $2,096,967 | $3,137,269 | ▲ $1,040,302 |
| Accounts Receivable | $2,013,637 | $1,299,366 | ▼ $714,271 |
| Savings and Temporary Cash Investments | $86,796 | $80,974 | ▼ $5,822 |
| Prepaid Expenses and Deferred Charges | $69,303 | $19,988 | ▼ $49,315 |
| Total Assets | $19,585,337 | $21,297,425 | ▲ $1,712,088 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $91,448 | $159,889 | ▲ $68,441 |
| Other Liabilities | $127,356 | $129,973 | ▲ $2,617 |
| Total Liabilities | $218,804 | $289,862 | ▲ $71,058 |
| Net Assets / Fund Balance | |||
| Net Assets Without Donor Restrictions | $19,366,533 | $21,007,563 | ▲ $1,641,030 |
| Total Net Assets Fund Balance | $19,366,533 | $21,007,563 | ▲ $1,641,030 |
| Total Liabilities and Net Assets / Fund Balance | $19,585,337 | $21,297,425 | ▲ $1,712,088 |
| Name | Title | Base | Total |
|---|---|---|---|
| Matthew Leslie | Trustee | $575 | $575 |
| Name | Title |
|---|---|
| Brent Fatzinger | Trustee |
| Curt Moore | Trustee |
| Erik Hann | Trustee |
| Jason Walden | Trustee |
| John Scott | Trustee |
| Nathan Powell | Trustee |
| Philip Williams | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,634,616 |
| Salaries, Compensation, and Employee Benefits | $7,923 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Benefits to Members | $0 | - | - | $7,708,964 |
| Fees for Services Other | $0 | $0 | $0 | $781,260 |
| Insurance | $0 | $0 | $0 | $665,458 |
| Fees for Services Management | $0 | $0 | $0 | $106,263 |
| Fees for Services Legal | $0 | $0 | $0 | $21,315 |
| Fees for Services Accounting | $0 | $0 | $0 | $20,885 |
| Fees for Service Investment Mgmnt Fees | $0 | $0 | $0 | $9,500 |
| Office Expenses | $0 | $0 | $0 | $8,518 |
| Payroll Taxes | $0 | $0 | $0 | $7,348 |
| Other Expenses | $0 | $0 | $0 | $2,253 |
| Current Officers, Directors, Trustees, and Key Employees | $0 | $0 | $0 | $575 |
| Total Functional Expenses | $0 | $0 | $0 | $9,351,503 |
| Line Item | Amount |
|---|---|
| Total Expenses per Audited Statements | $9,793,935 |
| Total Expenses per Form 990 | $9,351,503 |
| Expenses per Audited Statements | $9,342,003 |
| Expenses Not Reported on Form 990 | $451,932 |
| Expenses Not Reported on Financial Statements | $9,500 |
| Other Expense Adjustments | $9,500 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
| Liability | Amount |
|---|---|
| Contributions Received for Future Benefits | $129,371 |
| Payroll Taxes Withheld | $602 |
“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.”
“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, 2023. 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, 2020.”
“Refunds from benefits paid.”
“Refunds from benefits paid.”
“INVESTMENT EXPENSES.”
“INVESTMENT EXPENSES.”
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 | 91448 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 159889 |
| IRS990/AccountsReceivableGrp/BOYAmt | 0 | 2013637 |
| IRS990/AccountsReceivableGrp/EOYAmt | 0 | 1299366 |
| 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 | 7708964 |
| 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 | 2096967 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 3137269 |
| 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 | 575 |
| 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 | 7708964 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 519080 |
| IRS990/CYOtherExpensesAmt | 0 | 1634616 |
| IRS990/CYOtherRevenueAmt | 0 | 30 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 10281625 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 1449232 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 7923 |
| IRS990/CYTotalExpensesAmt | 0 | 9351503 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 10800735 |
| 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 | 26 |
| 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 | 20885 |
| IRS990/FeesForServicesLegalGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 21315 |
| IRS990/FeesForServicesManagementGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesManagementGrp/TotalAmt | 0 | 106263 |
| IRS990/FeesForServicesOtherGrp/FundraisingAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/FeesForServicesOtherGrp/TotalAmt | 0 | 781260 |
| 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 | CURT MOORE |
| 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 | 575 |
| 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 | 759500 |
| IRS990/GrossReceiptsAmt | 0 | 11560235 |
| 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 | 665458 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 519080 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 519080 |
| IRS990/InvestmentIncomeGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/InvestmentInJointVentureInd | 0 | false |
| IRS990/InvestmentsPubTradedSecGrp/BOYAmt | 0 | 15318634 |
| IRS990/InvestmentsPubTradedSecGrp/EOYAmt | 0 | 16759828 |
| IRS990/IRPDocumentCnt | 0 | 0 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LegalDomicileStateCd | 0 | OH |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 759500 |
| 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 | 19366533 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 21007563 |
| 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 | 191798 |
| IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt | 0 | 19366533 |
| IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt | 0 | 21007563 |
| 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 | 8518 |
| 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 | 16684 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 2480 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 2253 |
| IRS990/OtherLiabilitiesGrp/BOYAmt | 0 | 127356 |
| IRS990/OtherLiabilitiesGrp/EOYAmt | 0 | 129973 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 525100 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | OTHER |
| IRS990/OtherRevenueMiscGrp/ExclusionAmt | 0 | 0 |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 30 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 30 |
| IRS990/OtherRevenueMiscGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/OtherRevenueTotalAmt | 0 | 30 |
| IRS990/PartialLiquidationInd | 0 | false |
| IRS990/PayrollTaxesGrp/FundraisingAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/PayrollTaxesGrp/TotalAmt | 0 | 7348 |
| IRS990/PoliticalCampaignActyInd | 0 | false |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 69303 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 19988 |
| IRS990/PrincipalOfcrBusinessName/BusinessNameLine1Txt | 0 | BRENT FATZINGER |
| 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 | 7603035 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 1144183 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 2 | 1534407 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 1 | 0 |
| IRS990/ProgramServiceRevenueGrp/UnrelatedBusinessRevenueAmt | 2 | 0 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | false |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 6334387 |
| IRS990/PYInvestmentIncomeAmt | 0 | 408481 |
| IRS990/PYOtherExpensesAmt | 0 | 1656026 |
| IRS990/PYOtherRevenueAmt | 0 | 7250 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 9423691 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 1840558 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 8451 |
| IRS990/PYTotalExpensesAmt | 0 | 7998864 |
| IRS990/PYTotalRevenueAmt | 0 | 9839422 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 1449232 |
| 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 | 86796 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 80974 |
| IRS990/ScheduleBRequiredInd | 0 | false |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 451932 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 9500 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 9342003 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | 191798 |
| IRS990ScheduleD/OtherExpensesIncludedAmt | 0 | 451932 |
| IRS990ScheduleD/OtherExpensesNotIncludedAmt | 0 | 9500 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 0 | 129371 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt | 1 | 602 |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 0 | CONTRIBUTIONS RECEIVED FOR FUTURE BENEFITS |
| IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc | 1 | PAYROLL TAXES WITHHELD |
| IRS990ScheduleD/OtherRevenueAmt | 0 | 451932 |
| IRS990ScheduleD/OtherRevenuesNotIncludedAmt | 0 | 9500 |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | 643730 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 9500 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 10791235 |
| 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, 2023. 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, 2020. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 1 | REFUNDS FROM BENEFITS PAID. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 2 | REFUNDS FROM BENEFITS PAID. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 3 | INVESTMENT EXPENSES. |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 4 | INVESTMENT EXPENSES. |
| 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/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Pt XI, Line 4b |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Pt XII, Line 4b |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 9351503 |
| IRS990ScheduleD/TotalLiabilityAmt | 0 | 129973 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 10800735 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 11434965 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 9793935 |
| 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/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 |
| 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 | 19585337 |
| IRS990/TotalAssetsEOYAmt | 0 | 21297425 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 19585337 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 21297425 |
| IRS990/TotalCompGreaterThan150KInd | 0 | false |
| IRS990/TotalEmployeeCnt | 0 | 26 |
| IRS990/TotalFunctionalExpensesGrp/FundraisingAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 9351503 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 218804 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 289862 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 218804 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 289862 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 19366533 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 21007563 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 10281625 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 575 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 519080 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 10281655 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 10800735 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 0 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 19585337 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 21297425 |
| 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/BuildTS | 0 | 2024-08-08 14:25:15Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | true |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | BRENT FATZINGER |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3302700453 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2024-08-28 |
| 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/IRSResponsiblePrtyInfoCurrInd | 0 | true |
| 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 | 2024-08-28 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | DAVID A EYSTER CPA CMA |
| ReturnHeader/ReturnTs | 0 | 2024-08-28T07:01:56-07:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990 |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2022-11-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2023-10-31 |
| ReturnHeader/TaxYr | 0 | 2022 |
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Displayed year
2023 • Form 990Detailed filing. Detailed filing data is available for this year.