Civic Intelligence

Neca-Ibew Welfare Trust Fund

990 • Fiscal year 2014 • EIN 37-0738564

Jul 01, 2013 to Jun 30, 2014 • Filed on Jan 20, 2015

Organization ProfileWWW.NECA-IBEW.ORG

View Organization Page

2120 Hubbard Avenue62526

(217) 875-0254

Siviq Scores

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

Liabilities / Assets

57th percentile

0.05x

Higher debt load relative to assets than 57% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Liabilities / Revenue

60th percentile

0.10x

Higher debt load relative to revenue than 60% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Net Margin

19th percentile

-6.2%

Higher net margin than 19% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Top Officer Pay

34th percentile

$0

Higher top officer pay than 34% of similar nonprofits.

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

2014 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2014

Asset Growth

32nd percentile

-0.1%

Faster asset growth than 32% of similar nonprofits.

2014 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$228,850,870

Down $210,088 (-0.1%) from 2013

Net Assets

Down

$216,951,679

Down $1,855,114 (-0.8%) from 2013

Liabilities

Up

$11,899,191

Up $1,645,026 (+16%) from 2013

Revenue And Expenses
Liabilities / Revenue60th percentileNet Margin19th percentile

Revenue

$125,190,260

No earlier filing loaded for comparison.

Expenses

Up

$133,008,026

Up $2,117,768 (+1.6%) from 2013

Net Income

-$7,817,766

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$400M$300M$200M$100M$0Assets 2010: $198,381,657Liabilities 2010: $1,387,276Net Assets 2010: $196,994,3812010Assets 2011: $218,601,357Liabilities 2011: $3,001,408Net Assets 2011: $215,599,9492011Assets 2012: $240,698,401Liabilities 2012: $8,719,529Net Assets 2012: $231,978,8722012Assets 2013: $229,060,958Liabilities 2013: $10,254,165Net Assets 2013: $218,806,7932013Assets 2014: $228,850,870Liabilities 2014: $11,899,191Net Assets 2014: $216,951,6792014Assets 2015: $221,797,955Liabilities 2015: $12,737,322Net Assets 2015: $209,060,6332015Assets 2016: $237,987,336Liabilities 2016: $17,032,666Net Assets 2016: $220,954,6702016Assets 2017: $254,145,641Liabilities 2017: $21,668,753Net Assets 2017: $232,476,8882017Assets 2018: $272,207,052Liabilities 2018: $26,575,098Net Assets 2018: $245,631,9542018Assets 2019: $291,895,171Liabilities 2019: $31,483,174Net Assets 2019: $260,411,9972019Assets 2020: $297,703,349Liabilities 2020: $36,119,298Net Assets 2020: $261,584,0512020Assets 2021: $345,142,588Liabilities 2021: $42,491,750Net Assets 2021: $302,650,8382021Assets 2022: $314,833,150Liabilities 2022: $47,351,025Net Assets 2022: $267,482,1252022Assets 2023: $316,277,324Liabilities 2023: $52,048,443Net Assets 2023: $264,228,8812023Assets 2024: $341,329,241Liabilities 2024: $6,334,755Net Assets 2024: $334,994,4862024

Highlighted filing

2014

Assets$228,850,870
Liabilities$11,899,191
Net Assets$216,951,679
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$300M$200M$100M$0-$100MExpenses 2010: $90,368,1002010Expenses 2011: $95,303,5202011Expenses 2012: $114,035,3862012Expenses 2013: $130,890,2582013Revenue 2014: $125,190,260Expenses 2014: $133,008,026Net Income 2014: -$7,817,7662014Revenue 2015: $146,970,914Expenses 2015: $146,529,727Net Income 2015: $441,1872015Revenue 2016: $150,611,958Expenses 2016: $140,047,533Net Income 2016: $10,564,4252016Revenue 2017: $150,934,852Expenses 2017: $151,127,314Net Income 2017: -$192,4622017Revenue 2018: $162,860,488Expenses 2018: $160,503,723Net Income 2018: $2,356,7652018Revenue 2019: $159,116,249Expenses 2019: $156,321,219Net Income 2019: $2,795,0302019Revenue 2020: $169,134,496Expenses 2020: $166,467,946Net Income 2020: $2,666,5502020Revenue 2021: $170,894,089Expenses 2021: $165,866,175Net Income 2021: $5,027,9142021Revenue 2022: $204,637,992Expenses 2022: $193,850,633Net Income 2022: $10,787,3592022Revenue 2023: $192,452,896Expenses 2023: $200,218,178Net Income 2023: -$7,765,2822023Revenue 2024: $241,145,158Expenses 2024: $226,005,128Net Income 2024: $15,140,0302024

Highlighted filing

2014

Revenue$125,190,260
Expenses$133,008,026
Net Income-$7,817,766
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Jan 20, 2015
Return Version
2013v4.0
Gross Receipts
$242,917,231
Mission and Program Overview

Mission

To provide benefits to eligible members and their dependents

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$218,806,793$216,951,679▼ $1,855,114
Investments in Publicly Traded Securities$129,212,264$142,532,454▲ $13,320,190
Investments Other Securities$77,723,254$67,820,598▼ $9,902,656
Accounts Receivable$8,949,533$9,473,852▲ $524,319
Savings and Temporary Cash Investments$11,410,059$7,356,537▼ $4,053,522
Land, Buildings, and Equipment, Net$687,956$608,662▼ $79,294
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$229,060,958$228,850,870▼ $210,088
Other Assets Total$1,077,892$1,058,767▼ $19,125
Liabilities
Accounts Payable and Accrued Expenses$9,901,502$11,763,870▲ $1,862,368
Other Liabilities$352,663$135,321▼ $217,342
Total Liabilities$10,254,165$11,899,191▲ $1,645,026
Net Assets / Fund Balance
Total Net Assets Fund Balance$218,806,793$216,951,679▼ $1,855,114
Total Liabilities and Net Assets / Fund Balance$229,060,958$228,850,870▼ $210,088

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$149,439$1,940,909$2,090,348
Buildings$393,003$465,291$858,294
Other Land Buildings$35,220$23,944$59,164
Land$31,000-$31,000
Other Securities$67,820,598--
Compensation and Service Providers
Top Officer Pay34th percentile

Board Members and Trustees

NameTitle
Beth IdingEmployer Trustee
Billy SerbousekEmployer Trustee
Brian SullivanEmployer Trustee
Carl TironeEmployer Trustee
Charles CrowEmployer Trustee
Dave MountsEmployer Trustee
David E BruceEmployer Trustee
Jeff LinkenheltEmployer Trustee
Jon HustonEmployer Trustee
Larry E Van TriesEmployer Trustee
Mark KawolskyEmployer Trustee
Mark LaugheryEmployer Trustee
Ronald RobertsEmployer Trustee
Sam Galloway IiiEmployer Trustee
Ted UppoleEmployer Trustee
Terry GipsonEmployer Trustee
Wade BelcherEmployer Trustee
Wes AndersonEmployer Trustee
William V FrickeEmployer Trustee
Charles C Griffin JrUnion Trustee
Charlie HossUnion Trustee
Darrell SadeUnion Trustee
David KarcherUnion Trustee
Glenn BaughUnion Trustee
Jaye R FullerUnion Trustee
Jim BaileyUnion Trustee
Jim OgdenUnion Trustee
Jimmy EvansUnion Trustee
Joe KerrUnion Trustee
John BzdawkaUnion Trustee
Kevin CopeUnion Trustee
Larry BoswellUnion Trustee
Paul FlynnUnion Trustee
Paul GreenUnion Trustee
Ralph MayesUnion Trustee
Rich VeitengruberUnion Trustee
Shad EtchasonUnion Trustee
Steve HughartUnion Trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$114,828,452
Investment Income
$10,172,645
Other Revenue
$189,163
Change in Net Assets
$-7,817,766

Audited Revenue Reconciliation

Revenue per Audited Statements
$124,715,366
Revenue Not Reported on Financial Statements
$474,894
Revenue Not Reported on Form 990
$5,962,652
Total Revenue per Audited Statements
$130,678,018
Total Revenue per Form 990
$125,190,260
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$16,959,359
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---$116,048,667
All Other Expenses---$1,157,995
Other Expenses---$670,321
Office Expenses---$330,897
Fees for Services Accounting---$138,501
Conferences and Meetings---$111,060
Fees for Services Legal---$109,326
Insurance---$63,550
Depreciation Depletion---$63,219
Travel---$9,917
Total Functional Expenses$0$0$0$133,008,026

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$133,008,026
Expenses per Audited Statements$132,533,132
Total Expenses per Audited Statements$132,533,132
Expenses Not Reported on Financial Statements$474,894
Expenses Not Reported on Form 990$0
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to Broker$106,538
Due to Neca-ibew Benefits Administration Association$28,783
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
Audit committee
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, Part VI, Section B, Line 11

“Both steve myers, fund administrator, and robin hamilton, administrative assistant, would review the 990 before it is submitted. After review, the 990 would be signed by the fund administrator.”

Form 990, Part VI, Section B, Line 12C

“In connection with any actual or possible conflict of interest, an interested person must disclose the existence of the financial interest and all material facts to the board of trustees before it considers the proposed transaction or arrangement. After disclosure of the financial interest the remaining trustees shall decide if a conflict of interest exists. The board of trustees may also engage legal counsel to render an opinion as to whether a transaction or arrangement constitutes a conflict of interest. If the board has reasonable cause to believe a person had failed to disclose actual or possible conflicts of interest, it shall inform the person of the basis for such belief and afford an opportunity to explain the alleged failure to disclose and make a decision based on the information presented.”

Form 990, Part VI, Section C, Line 19

“Information is made available upon request”

Filing and Contact Details

Filer

EIN
37-0738564
Phone
2178750254

Signing Officer

Name
Steve Myers
Title
Fund Administrator
Phone
2178750254
Signed
2015-01-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Steve Myers
Formed
1955
Legal Domicile
Il
Voting Board Members
38
Independent Board Members
38
Employees
0
Volunteers
0

Preparer

Preparer
Stephen L Povse
Phone
2177890960
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Form 990, part xii, line 2c: the board of trustees is still responsible for oversight of the audit of its financial statements and selection of an independent accountant.”

Financial Statement Notes

PART X, LINE 2:

“The fund has recognized in the financial statements the effects of all tax positions and continually evaluates expiring statutes of limitations, audits, changes in tax law, and new authoritative rulings. The fund is not aware of any circumstances or events that make it reasonably possible that unrecognized tax benefits may increase or decrease within 12 months of the statement of net assets available for benefits date. Penalties and interest assessed by taxing authorities are included in administrative expenses, if applicable. There were no interest or penalties paid during 2014 and 2013.”

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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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IRS990/Form990PartVIISectionAGrp/PersonNm23DAVID E BRUCE
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IRS990/Form990PartVIISectionAGrp/PersonNm26SAM GALLOWAY III
IRS990/Form990PartVIISectionAGrp/PersonNm27TERRY GIPSON
IRS990/Form990PartVIISectionAGrp/PersonNm28JON HUSTON
IRS990/Form990PartVIISectionAGrp/PersonNm29BETH IDING
IRS990/Form990PartVIISectionAGrp/PersonNm30MARK KAWOLSKY
IRS990/Form990PartVIISectionAGrp/PersonNm31JEFF LINKENHELT
IRS990/Form990PartVIISectionAGrp/PersonNm32DAVE MOUNTS
IRS990/Form990PartVIISectionAGrp/PersonNm33RONALD ROBERTS
IRS990/Form990PartVIISectionAGrp/PersonNm34BILLY SERBOUSEK
IRS990/Form990PartVIISectionAGrp/PersonNm35BRIAN SULLIVAN
IRS990/Form990PartVIISectionAGrp/PersonNm36TED UPPOLE
IRS990/Form990PartVIISectionAGrp/PersonNm37LARRY E VAN TRIES
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IRS990/Form990PartVIISectionAGrp/TitleTxt0UNION TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt20EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt21EMPLOYER TRUSTEE
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IRS990/Form990PartVIISectionAGrp/TitleTxt26EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt27EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt28EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt29EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt30EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt31EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt32EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt33EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt34EMPLOYER TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt35EMPLOYER TRUSTEE
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$228,850,870
Liabilities
$11,899,191
Net assets
$216,951,679
Revenue
$125,190,260
Expenses
$133,008,026
Net income
-$7,817,766
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$341$6.33$335$241$226$15.1
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$316$52.0$264$192$200$7.77
2022Detailed filing. Detailed filing data is available for this year.$315$47.4$267$205$194$10.8
2021Detailed filing. Detailed filing data is available for this year.$345$42.5$303$171$166$5.03
2020Detailed filing. Detailed filing data is available for this year.$298$36.1$262$169$166$2.67
2019Detailed filing. Detailed filing data is available for this year.$292$31.5$260$159$156$2.80
2018Detailed filing. Detailed filing data is available for this year.$272$26.6$246$163$161$2.36
2017Detailed filing. Detailed filing data is available for this year.$254$21.7$232$151$151$0.19
2016Detailed filing. Detailed filing data is available for this year.$238$17.0$221$151$140$10.6
2015Detailed filing. Detailed filing data is available for this year.$222$12.7$209$147$147$0.44
2014Detailed filing. Detailed filing data is available for this year.$229$11.9$217$125$133$7.82
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$229$10.3$219$131
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$241$8.72$232$114
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$219$3.00$216$95.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$1.39$197$90.4
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $100M-$250M nonprofits