Civic Intelligence

Ibew Local 129 Health & Welfare Fund

990 • Fiscal year 2019 • EIN 34-6608616

May 01, 2018 to Apr 30, 2019 • Filed on Feb 25, 2019

Organization ProfileN/A

View Organization Page

2235 West Park Drive Suite BLorain, OH 44053

(440) 934-4447

Siviq Scores

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

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

42nd percentile

0.02x

Higher debt load relative to revenue than 42% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Net Margin

44th percentile

1.7%

Higher net margin than 44% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2019 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2019

Asset Growth

28th percentile

-0.0%

Faster asset growth than 28% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

77th percentile

16%

Faster revenue growth than 77% of similar nonprofits.

2019 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets49th percentile

Assets

Down

$4,225,510

Down $929 (-0.0%) from 2018

Net Assets

Up

$4,149,121

Up $649,013 (+19%) from 2018

Liabilities

Down

$76,389

Down $649,942 (-89%) from 2018

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin44th percentile

Revenue

Up

$5,087,877

Up $703,857 (+16%) from 2018

Expenses

Down

$5,001,231

Down $306,648 (-5.8%) from 2018

Net Income

Up

$86,646

Up $1,010,505 (+109%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $2,721,271Liabilities 2011: $0Net Assets 2011: $2,721,2712011Assets 2012: $5,059,103Liabilities 2012: $116,058Net Assets 2012: $4,943,0452012Assets 2013: $5,349,119Liabilities 2013: $298,201Net Assets 2013: $5,050,9182013Assets 2014: $5,953,935Liabilities 2014: $336,964Net Assets 2014: $5,616,9712014Assets 2015: $6,287,865Liabilities 2015: $517,879Net Assets 2015: $5,769,9862015Assets 2016: $6,214,675Liabilities 2016: $760,182Net Assets 2016: $5,454,4932016Assets 2017: $5,098,614Liabilities 2017: $674,647Net Assets 2017: $4,423,9672017Assets 2018: $4,226,439Liabilities 2018: $726,331Net Assets 2018: $3,500,1082018Assets 2019: $4,225,510Liabilities 2019: $76,389Net Assets 2019: $4,149,1212019Assets 2020: $4,417,951Liabilities 2020: $53,926Net Assets 2020: $4,364,0252020Assets 2021: $4,518,258Liabilities 2021: $124,199Net Assets 2021: $4,394,0592021Assets 2022: $4,243,235Liabilities 2022: $260,923Net Assets 2022: $3,982,3122022Assets 2023: $4,569,842Liabilities 2023: $279,443Net Assets 2023: $4,290,3992023Assets 2024: $5,098,577Liabilities 2024: $1,452,385Net Assets 2024: $3,646,1922024Assets 2025: $7,195,724Liabilities 2025: $2,124,903Net Assets 2025: $5,070,8212025

Highlighted filing

2019

Assets$4,225,510
Liabilities$76,389
Net Assets$4,149,121
Open 2019 Filing

Operations Trend

Revenue Growth77th percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,406,4962011Expenses 2012: $3,464,3152012Expenses 2013: $3,908,8682013Revenue 2014: $4,304,586Expenses 2014: $3,738,533Net Income 2014: $566,0532014Revenue 2015: $4,497,203Expenses 2015: $4,344,188Net Income 2015: $153,0152015Revenue 2016: $4,831,110Expenses 2016: $5,146,603Net Income 2016: -$315,4932016Revenue 2017: $4,135,365Expenses 2017: $5,165,891Net Income 2017: -$1,030,5262017Revenue 2018: $4,384,020Expenses 2018: $5,307,879Net Income 2018: -$923,8592018Revenue 2019: $5,087,877Expenses 2019: $5,001,231Net Income 2019: $86,6462019Revenue 2020: $5,048,677Expenses 2020: $4,833,773Net Income 2020: $214,9042020Revenue 2021: $4,629,792Expenses 2021: $4,599,758Net Income 2021: $30,0342021Revenue 2022: $5,290,595Expenses 2022: $5,702,342Net Income 2022: -$411,7472022Revenue 2023: $5,754,725Expenses 2023: $5,446,638Net Income 2023: $308,0872023Revenue 2024: $5,860,428Expenses 2024: $5,707,756Net Income 2024: $152,6722024Revenue 2025: $7,818,200Expenses 2025: $6,393,571Net Income 2025: $1,424,6292025

Highlighted filing

2019

Revenue$5,087,877
Expenses$5,001,231
Net Income$86,646
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Feb 25, 2019
Return Version
2018v3.2
Gross Receipts
$5,087,877
Mission and Program Overview

Mission

Union health & welfare benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,062,475$4,149,121▲ $86,646
Investments in Publicly Traded Securities$2,594,208$2,495,937▼ $98,271
Cash and Non-Interest-Bearing Accounts$1,084,009$1,249,561▲ $165,552
Accounts Receivable$409,249$440,518▲ $31,269
Savings and Temporary Cash Investments$138,973$39,494▼ $99,479
Total Assets$4,226,439$4,225,510▼ $929
Liabilities
Accounts Payable and Accrued Expenses$163,964$76,389▼ $87,575
Total Liabilities$163,964$76,389▼ $87,575
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,062,475$4,149,121▲ $86,646
Total Liabilities and Net Assets / Fund Balance$4,226,439$4,225,510▼ $929
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Chris WachholzTrustee
Daniel FreschTrustee
Michael RusselleTrustee
Steve BowersTrustee
Thomas ShrevesTrustee
Timothy KoperdakTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$4,957,142
Program Service Revenue
$0
Investment Income
$111,854
Other Revenue
$18,881
All Other Contributions
$4,957,142
Change in Net Assets
$86,646

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,078,273
Revenue Not Reported on Financial Statements
$9,604
Total Revenue per Audited Statements
$5,078,273
Total Revenue per Form 990
$5,087,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,001,231
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other---$311,802
Other Expenses---$60,790
All Other Expenses---$15,601
Fees for Service Investment Mgmnt Fees---$9,604
Fees for Services Accounting---$9,500
Fees for Services Legal---$8,792
Conferences and Meetings---$1,604
Total Functional Expenses$0$0$0$5,001,231

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,001,231
Expenses per Audited Statements$4,991,627
Total Expenses per Audited Statements$4,991,627
Expenses Not Reported on Financial Statements$9,604
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“Copies of the 990 are provided to trustees”

Form 990, Page 6, Part VI, Line 12C

“Conflicts are reviewed annually in accordance with the conflict of interest policy”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST”

Filing and Contact Details

Filer

Filer Name
Ibew Local 129
EIN
34-6608616
Phone
4409344447
Address
2235 WEST PARK DRIVE SUITE B, LORAIN, OH 44053

Signing Officer

Name
Lou Grasso
Title
Plan Administrator
Phone
4409344447
Signed
2019-02-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Michael Russelle
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Bodine Perry LLC
Address
3711 STARRS CENTRE DR STE 2, CANFIELD, OH 44406-8004
Preparer
Bruce Flyak CPA
Phone
3307028100
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“SEE ADDITONAL DATA”

Raw XML Appendix293 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COPIES OF THE 990 ARE PROVIDED TO TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICTS ARE REVIEWED ANNUALLY IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3AVAILABLE UPON REQUEST
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ReturnHeader/FilingSecurityInformation/IPDt02020-03-16
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ReturnHeader/FilingSecurityInformation/IPTm014:14:07
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0412028444
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BODINE PERRY LLC
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ReturnHeader/ReturnTs02020-03-16T14:14:07-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-05-01
ReturnHeader/TaxPeriodEndDt02019-04-30
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,225,510
Liabilities
$76,389
Net assets
$4,149,121
Revenue
$5,087,877
Expenses
$5,001,231
Net income
$86,646
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$7.20$2.12$5.07$7.82$6.39$1.42
2024Detailed filing. Detailed filing data is available for this year.$5.10$1.45$3.65$5.86$5.71$0.15
2023Detailed filing. Detailed filing data is available for this year.$4.57$0.28$4.29$5.75$5.45$0.31
2022Detailed filing. Detailed filing data is available for this year.$4.24$0.26$3.98$5.29$5.70$0.41
2021Detailed filing. Detailed filing data is available for this year.$4.52$0.12$4.39$4.63$4.60$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.42$0.05$4.36$5.05$4.83$0.21
2019Detailed filing. Detailed filing data is available for this year.$4.23$0.08$4.15$5.09$5.00$0.09
2018Detailed filing. Detailed filing data is available for this year.$4.23$0.73$3.50$4.38$5.31$0.92
2017Detailed filing. Detailed filing data is available for this year.$5.10$0.67$4.42$4.14$5.17$1.03
2016Detailed filing. Detailed filing data is available for this year.$6.21$0.76$5.45$4.83$5.15$0.32
2015Detailed filing. Detailed filing data is available for this year.$6.29$0.52$5.77$4.50$4.34$0.15
2014Detailed filing. Detailed filing data is available for this year.$5.95$0.34$5.62$4.30$3.74$0.57
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.35$0.30$5.05$3.91
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.06$0.12$4.94$3.46
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.72$0.00$2.72$3.41