Civic Intelligence

Electric Energy Inc Employee

EIN 37-1318655 • 501(c)9 • Irving, TX

Profile

To provide health and welfare benefits to the participants of the voluntary employess beneficiary association (veba).

6555 Sierra DriveIrving, TX 75039

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

45th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

99th percentile

221%

Higher net margin than 99% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Source year 2024

Asset Growth

19th percentile

-44%

Faster asset growth than 19% of similar nonprofits.

501(c)9 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets45th percentile

Assets

Down

$3,096,500

Down $2,437,588 (-44%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Down

$3,096,500

Down $2,437,588 (-44%) from 2023

Operations
Liabilities / RevenueScore unavailableNet Margin99th percentile

Revenue

Up

-$214,215

Up $1,320,768 (+86%) from 2023

Expenses

Up

$259,342

Up $59,778 (+30%) from 2023

Net Income

Up

-$473,557

Up $1,260,990 (+73%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth19th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$60M$40M$20M$0-$20MAssets 2010: $44,556,934Liabilities 2010: $341,903Net Assets 2010: $44,215,0312010Assets 2011: $43,628,916Liabilities 2011: $269,169Net Assets 2011: $43,359,7472011Assets 2012: $46,166,944Liabilities 2012: $491,722Net Assets 2012: $45,675,2222012Assets 2014: $52,659,292Liabilities 2014: $454,814Net Assets 2014: $52,204,4782014Assets 2015: $53,612,694Liabilities 2015: $2,326,196Net Assets 2015: $51,286,4982015Assets 2016: $36,476,905Liabilities 2016: $322,112Net Assets 2016: $36,154,7932016Assets 2017: $19,503,286Liabilities 2017: $0Net Assets 2017: $19,503,2862017Assets 2018: $17,561,325Liabilities 2018: $0Net Assets 2018: $17,561,3252018Assets 2019: $21,814,556Liabilities 2019: $0Net Assets 2019: $21,814,5562019Assets 2020: $24,627,695Liabilities 2020: $0Net Assets 2020: $24,627,6952020Assets 2021: $27,065,749Liabilities 2021: -$1,198Net Assets 2021: $27,066,9472021Assets 2022: $22,954,646Liabilities 2022: $0Net Assets 2022: $22,954,6462022Assets 2023: $5,534,088Liabilities 2023: $0Net Assets 2023: $5,534,0882023Assets 2024: $3,096,500Liabilities 2024: $0Net Assets 2024: $3,096,5002024

Highlighted filing

2024

Assets$3,096,500
Liabilities$0
Net Assets$3,096,500
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$20M$10M$0-$10M-$20MExpenses 2010: $4,743,0072010Expenses 2011: $4,479,2502011Expenses 2012: $4,741,8862012Revenue 2014: $1,779,712Expenses 2014: $2,169,579Net Income 2014: -$389,8672014Revenue 2015: $1,105,111Expenses 2015: $1,859,371Net Income 2015: -$754,2602015Revenue 2016: $2,204,703Expenses 2016: $18,715,147Net Income 2016: -$16,510,4442016Revenue 2017: $4,254,292Expenses 2017: $947,627Net Income 2017: $3,306,6652017Revenue 2018: $924,658Expenses 2018: $866,329Net Income 2018: $58,3292018Revenue 2019: $1,021,062Expenses 2019: $367,013Net Income 2019: $654,0492019Revenue 2020: $1,067,312Expenses 2020: $328,230Net Income 2020: $739,0822020Revenue 2021: $15,748,009Expenses 2021: $305,840Net Income 2021: $15,442,1692021Revenue 2022: $6,659Expenses 2022: $271,295Net Income 2022: -$264,6362022Revenue 2023: -$1,534,983Expenses 2023: $199,564Net Income 2023: -$1,734,5472023Revenue 2024: -$214,215Expenses 2024: $259,342Net Income 2024: -$473,5572024

Highlighted filing

2024

Revenue-$214,215
Expenses$259,342
Net Income-$473,557
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$3,096,500
Liabilities
$0
Net assets
$3,096,500
Revenue
-$214,215
Expenses
$259,342
Net income
-$473,557
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.10$0.00$3.10$0.21$0.26$0.47
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.53$0.00$5.53$1.53$0.20$1.73
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.0$0.00$23.0$0.01$0.27$0.26
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.1$0.00$27.1$15.7$0.31$15.4
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.6$0.00$24.6$1.07$0.33$0.74
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.00$21.8$1.02$0.37$0.65
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$17.6$0.00$17.6$0.92$0.87$0.06
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$19.5$0.00$19.5$4.25$0.95$3.31
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.5$0.32$36.2$2.20$18.7$16.5
2015Detailed filing. Detailed filing data is available for this year.$53.6$2.33$51.3$1.11$1.86$0.75
2014Detailed filing. Detailed filing data is available for this year.$52.7$0.45$52.2$1.78$2.17$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.2$0.49$45.7$4.74
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$43.6$0.27$43.4$4.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$44.6$0.34$44.2$4.74
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Nov 14, 2025
Return Version
2024v5.2
Gross Receipts
$4,907,257
Mission and Program Overview

Mission

To provide health and welfare benefits to the participants of the voluntary employess beneficiary association (veba).

Providing health and welfare benefits to members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,534,088$3,096,500▼ $2,437,588
Rtn Earn Endowment Incm Other Fnds$5,534,088$3,096,500▼ $2,437,588
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$5,534,088$3,096,500▼ $2,437,588
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,534,088$3,096,500▼ $2,437,588
Total Liabilities and Net Assets / Fund Balance$5,534,088$3,096,500▼ $2,437,588
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Barry BoswellBoard Member
Carrie KirbyBoard Member
Ruben Garcia EspejoBoard Member
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-214,215
Other Revenue
$0
Change in Net Assets
$-473,557
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,595
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$254,747--$254,747
Fees for Services Other$3,219--$3,219
Fees for Service Investment Mgmnt Fees$1,376--$1,376
Total Functional Expenses$259,342$0$0$259,342
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
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
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The legal, treasurer, and benefit committee chair review the form 990 and the chair will sign the tax return.”

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

“The monitoring and compliance of this policy is performed monthly by tracking 100% of all revenue and expenses to/from the veba trust.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public upon receipt of written request.”

Filing and Contact Details

Filer

Filer Name
Electric Energy Inc Employee
EIN
37-1318655
Phone
2148128880
Address
6555 SIERRA DRIVE, IRVING, TX 75039

Signing Officer

Name
Carrie Kirby
Title
Officer
Phone
2148128880
Signed
2025-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carrie Kirby
Formed
1996
Legal Domicile
Il
Voting Board Members
3
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Mcconnell & Jones Llp
Address
4828 LOOP CENTRAL DRIVE SUITE 1000, HOUSTON, TX 77081
Preparer
Tene Thomas
Phone
7139681600
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“TRANSFER OUT -2,222,483.”

FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:

“In accordance with the trust agreement, the trustees of the eei employee benefit fund for bargaining unit employees' veba ("eei bargaining veba"), together with eei, have authorized the transfer of the excess eei bargaining veba assets to the active medical pool ("eei bargaining active employee subaccount"). (see attachment "eei union veba (expansion of health and welfare plans).pdf")”

Raw XML Appendix334 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDING HEALTH AND WELFARE BENEFITS TO MEMBERS.
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BenefitsToMembersGrp/ProgramServicesAmt0254747
IRS990/BenefitsToMembersGrp/TotalAmt0254747
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0NANA OSEI
IRS990/BooksInCareOfDetail/PhoneNum09728688102
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt06555 SIERRA DRIVE
IRS990/BooksInCareOfDetail/USAddress/CityNm0IRVING
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0TX
IRS990/BooksInCareOfDetail/USAddress/ZIPCd075039
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractTerminationInd0X
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0254747
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0-214215
IRS990/CYOtherExpensesAmt04595
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-473557
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0259342
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0-214215
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0EXEMPT PURPOSE ACHIEVEMENT IS PROVIDING HEALTH BENEFITS AND LIFE INSURANCE TO PARTICIPANTS THROUGH THIS VOLUNTARY EMPLOYEE'S BENEFICIARY ASSOCIATION (VEBA).
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/ProgramServicesAmt03219
IRS990/FeesForServicesOtherGrp/TotalAmt03219
IRS990/FeesForSrvcInvstMgmntFeesGrp/ProgramServicesAmt01376
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt01376
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.10
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.10
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/PersonNm0CARRIE KIRBY
IRS990/Form990PartVIISectionAGrp/PersonNm1RUBEN GARCIA ESPEJO
IRS990/Form990PartVIISectionAGrp/PersonNm2BARRY BOSWELL
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/TitleTxt0BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-240313
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt03
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt04881159
IRS990/GrossReceiptsAmt04907257
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InvestmentIncomeGrp/RelatedOrExemptFuncIncomeAmt026098
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt026098
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt05534088
IRS990/InvestmentsPubTradedSecGrp/EOYAmt03096500
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IL
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt05121472
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS TO THE PARTICIPANTS OF THE VOLUNTARY EMPLOYESS BENEFICIARY ASSOCIATION (VEBA).
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt05534088
IRS990/NetAssetsOrFundBalancesEOYAmt03096500
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-240313
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-240313
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0258452
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-2222483
IRS990/PartialLiquidationInd01
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0CARRIE KIRBY
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0186502
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0-1534983
IRS990/PYOtherExpensesAmt013062
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-1734547
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0199564
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0-1534983
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-473557
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt05534088
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03096500
IRS990/ScheduleBRequiredInd00
IRS990/ScheduleJRequiredInd00
IRS990ScheduleN/DirectorOfSuccessor2Ind00
IRS990ScheduleN/DispositionOfAssetsDetail/AssetsDistriOrExpnssPaidDesc0EXCESS CASH DISTRIBUTION TO EEI BARGAINING SUB ACCOUNT. SEE ATTACHED STATEMENT
IRS990ScheduleN/DispositionOfAssetsDetail/BusinessName/BusinessNameLine1Txt0EEI BARGAINING ACTIVE VEBA EMPLOYEE SUBACCOUNT
IRS990ScheduleN/DispositionOfAssetsDetail/DistributionDt02024-05-30
IRS990ScheduleN/DispositionOfAssetsDetail/FairMarketValueOfAssetAmt02222483
IRS990ScheduleN/DispositionOfAssetsDetail/IRCSectionTxt0501C9
IRS990ScheduleN/DispositionOfAssetsDetail/MethodOfFMVDeterminationTxt0ACTUARY
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/AddressLine1Txt06555 SIERRA DRIVE
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/CityNm0IRVING
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/StateAbbreviationCd0TX
IRS990ScheduleN/DispositionOfAssetsDetail/USAddress/ZIPCd075039
IRS990ScheduleN/EmployeeOfSuccessor2Ind00
IRS990ScheduleN/OwnerOfSuccessor2Ind00
IRS990ScheduleN/ReceiveCompensation2Ind00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LEGAL, TREASURER, AND BENEFIT COMMITTEE CHAIR REVIEW THE FORM 990 AND THE CHAIR WILL SIGN THE TAX RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE MONITORING AND COMPLIANCE OF THIS POLICY IS PERFORMED MONTHLY BY TRACKING 100% OF ALL REVENUE AND EXPENSES TO/FROM THE VEBA TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON RECEIPT OF WRITTEN REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRANSFER OUT -2,222,483.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4IN ACCORDANCE WITH THE TRUST AGREEMENT, THE TRUSTEES OF THE EEI EMPLOYEE BENEFIT FUND FOR BARGAINING UNIT EMPLOYEES' VEBA ("EEI BARGAINING VEBA"), TOGETHER WITH EEI, HAVE AUTHORIZED THE TRANSFER OF THE EXCESS EEI BARGAINING VEBA ASSETS TO THE ACTIVE MEDICAL POOL ("EEI BARGAINING ACTIVE EMPLOYEE SUBACCOUNT"). (SEE ATTACHMENT "EEI UNION VEBA (EXPANSION OF HEALTH AND WELFARE PLANS).PDF")
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XI, LINE 9:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9, CHANGES IN NET ASSETS:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0370673432
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN1205653152
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt0C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EntityTypeTxt1C
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd1TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1ENERGY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ELECTRIC ENERGY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1DYNEGY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt02100 PORTLAND ROAD
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt1601 TRAVIS ST SUITE 1400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0JOPPA
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm1HOUSTON
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd1TX
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd062953
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd177002
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0GROUP INSURANCE PLAN FOR MANAGMENT EMPLOYEES OF ELECTRIC ENERGY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1REVISED RETIREMENT PLAN FOR EMPLOYEES OF ELECTRIC ENERGY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0371318654
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1370673432
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0BENEFITS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PENSION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02100 PORTLAND ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt12100 PORTLAND ROAD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0JOPPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1JOPPA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IL
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd062953
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd162953
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt05534088
IRS990/TotalAssetsEOYAmt03096500
IRS990/TotalAssetsGrp/BOYAmt05534088
IRS990/TotalAssetsGrp/EOYAmt03096500
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0259342
IRS990/TotalFunctionalExpensesGrp/TotalAmt0259342
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt05534088
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03096500
IRS990/TotalOtherCompensationAmt00
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-214215
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-214215
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt05534088
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03096500
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06555 SIERRA DRIVE
IRS990/USAddress/CityNm0IRVING
IRS990/USAddress/StateAbbreviationCd0TX
IRS990/USAddress/ZIPCd075039
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0CARRIE KIRBY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum02148128880
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELECTRIC ENERGY INC EMPLOYEE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BENEFIT FUND FOR BARGAINING UNIT
ReturnHeader/Filer/BusinessNameControlTxt0ELEC
ReturnHeader/Filer/EIN0371318655
ReturnHeader/Filer/PhoneNum02148128880
ReturnHeader/Filer/USAddress/AddressLine1Txt06555 SIERRA DRIVE
ReturnHeader/Filer/USAddress/CityNm0IRVING
ReturnHeader/Filer/USAddress/StateAbbreviationCd0TX
ReturnHeader/Filer/USAddress/ZIPCd075039
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0760488832
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCCONNELL & JONES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt04828 LOOP CENTRAL DRIVE SUITE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0HOUSTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0TX
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd077081
ReturnHeader/PreparerPersonGrp/PhoneNum07139681600
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TENE THOMAS
ReturnHeader/ReturnTs02025-11-14T11:33:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.