Civic Intelligence

Ibew Local 129 Health & Welfare Fund

990 • Fiscal year 2023 • EIN 34-6608616

May 01, 2022 to Apr 30, 2023 • Filed on Feb 20, 2023

Organization ProfileN/A

View Organization Page

5600 New King Drive Suite 330Troy, MI 48098

(440) 233-7156

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.06x

Higher debt load relative to assets than 63% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Liabilities / Revenue

55th percentile

0.05x

Higher debt load relative to revenue than 55% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Net Margin

56th percentile

5.4%

Higher net margin than 56% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$0

Higher top officer pay than 48% of similar nonprofits.

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

2023 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2023

Asset Growth

54th percentile

7.7%

Faster asset growth than 54% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Revenue Growth

61st percentile

8.8%

Faster revenue growth than 61% of similar nonprofits.

2023 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$4,569,842

Up $326,607 (+7.7%) from 2022

Net Assets

Up

$4,290,399

Up $308,087 (+7.7%) from 2022

Liabilities

Up

$279,443

Up $18,520 (+7.1%) from 2022

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin56th percentile

Revenue

Up

$5,754,725

Up $464,130 (+8.8%) from 2022

Expenses

Down

$5,446,638

Down $255,704 (-4.5%) from 2022

Net Income

Up

$308,087

Up $719,834 (+175%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth54th 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

2023

Assets$4,569,842
Liabilities$279,443
Net Assets$4,290,399
Open 2023 Filing

Operations Trend

Revenue Growth61st 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

2023

Revenue$5,754,725
Expenses$5,446,638
Net Income$308,087
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2022 to Apr 30, 2023
Signed
Feb 20, 2023
Return Version
2022v5.0
Gross Receipts
$5,754,725
Mission and Program Overview

Mission

Union health & welfare benefits for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,982,312$4,290,399▲ $308,087
Investments in Publicly Traded Securities$2,661,223$2,446,569▼ $214,654
Cash and Non-Interest-Bearing Accounts$980,046$1,556,110▲ $576,064
Accounts Receivable$601,966$567,163▼ $34,803
Total Assets$4,243,235$4,569,842▲ $326,607
Liabilities
Accounts Payable and Accrued Expenses$260,923$279,443▲ $18,520
Total Liabilities$260,923$279,443▲ $18,520
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,982,312$4,290,399▲ $308,087
Total Liabilities and Net Assets / Fund Balance$4,243,235$4,569,842▲ $326,607
Compensation and Service Providers
Top Officer Pay48th percentile

Board Members and Trustees

NameTitle
Marc SchueszlerChairman
Chris RangusTrustee
Dan ReskoTrustee
Michael RusselleTrustee
Thomas ShrevesSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$5,694,755
Program Service Revenue
$0
Investment Income
$59,970
Other Revenue
$0
All Other Contributions
$5,694,755
Change in Net Assets
$308,087

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,743,726
Revenue Not Reported on Financial Statements
$10,999
Total Revenue per Audited Statements
$5,743,726
Total Revenue per Form 990
$5,754,725
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$664,786
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
Benefits to Members---$4,781,852
Fees for Services Management---$448,247
Fees for Services Other---$90,106
Fees for Services Legal---$50,722
Conferences and Meetings---$26,201
Fees for Services Accounting---$22,190
Insurance---$12,165
Fees for Service Investment Mgmnt Fees---$10,999
Information Technology---$4,156
Total Functional Expenses$0$0$0$5,446,638

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,446,638
Expenses per Audited Statements$5,435,639
Total Expenses per Audited Statements$5,435,639
Expenses Not Reported on Financial Statements$10,999
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 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

“Classes of members or stockholders ibew local 129 members as well as all other contractors who sign the collective bargaining agreement are members.”

Form 990, Page 6, Part VI, Line 7A

“Electioon of members and their rights all members are elected”

Form 990, Page 6, Part VI, Line 7B

“Decision subject to approval of members the collective bargaining agreement requires a majority of the members of ibew local 129 voting for the agreement to be effective and the approval of the majority of participating contractors.”

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
4402337156
Address
5600 NEW KING DRIVE SUITE 330, TROY, MI 48098

Signing Officer

Name
Heather Carman
Title
Plan Administrator
Phone
2486632449
Signed
2023-02-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Heather Carman
Formed
1963
Legal Domicile
Oh
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Dg Perry Pllc
Address
3711 STARRS CENTRE DR, CANFIELD, OH 44406
Preparer
Bruce Flyak CPA
Phone
3307028100
Supplemental Narrative

Additional Explanations

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

“N/A”

Raw XML Appendix272 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.

Path#Value
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IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
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IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt05754725
IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndoorTanningServicesInd0false
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IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt04156
IRS990/InsuranceGrp/TotalAmt012165
IRS990/InvestmentIncomeGrp/ExclusionAmt059970
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt059970
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02661223
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IRS990/IRPDocumentCnt00
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IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0UNION HEALTH & WELFARE BENEFITS FOR MEMBERS
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt03982312
IRS990/NetAssetsOrFundBalancesEOYAmt04290399
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherWebsiteInd0X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CLASSES OF MEMBERS OR STOCKHOLDERS IBEW LOCAL 129 MEMBERS AS WELL AS ALL OTHER CONTRACTORS WHO SIGN THE COLLECTIVE BARGAINING AGREEMENT ARE MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ELECTIOON OF MEMBERS AND THEIR RIGHTS ALL MEMBERS ARE ELECTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DECISION SUBJECT TO APPROVAL OF MEMBERS THE COLLECTIVE BARGAINING AGREEMENT REQUIRES A MAJORITY OF THE MEMBERS OF IBEW LOCAL 129 VOTING FOR THE AGREEMENT TO BE EFFECTIVE AND THE APPROVAL OF THE MAJORITY OF PARTICIPATING CONTRACTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COPIES OF THE 990 ARE PROVIDED TO TRUSTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONFLICTS ARE REVIEWED ANNUALLY IN ACCORDANCE WITH THE CONFLICT OF INTEREST POLICY
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 7B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/TotalGrossUBIAmt00
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/PhoneNum02486632449
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-02-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW LOCAL 129
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CANFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd044406
ReturnHeader/PreparerPersonGrp/PhoneNum03307028100
ReturnHeader/PreparerPersonGrp/PreparationDt02024-02-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE FLYAK CPA
ReturnHeader/ReturnTs02024-02-21T07:35:05-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0LOU
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0GRASSO
ReturnHeader/TaxPeriodBeginDt02022-05-01
ReturnHeader/TaxPeriodEndDt02023-04-30
ReturnHeader/TaxYr02022

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,569,842
Liabilities
$279,443
Net assets
$4,290,399
Revenue
$5,754,725
Expenses
$5,446,638
Net income
$308,087
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