Civic Intelligence

Neca Ibew Local 364 Supplemental Unemployment Benefit Plan

990 • Fiscal year 2017 • EIN 38-3690592

May 01, 2016 to Apr 30, 2017 • Filed on Dec 20, 2017

Organization ProfileWWW.IBEW364.ORG

View Organization Page

6820 Mill RoadRockford, IL 61108

(815) 398-6282

Siviq Scores

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

Liabilities / Assets

45th percentile

0.01x

Higher debt load relative to assets than 45% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Liabilities / Revenue

55th percentile

0.04x

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

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Net Margin

92nd percentile

65%

Higher net margin than 92% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Top Officer Pay

85th percentile

$171,469

Higher top officer pay than 85% of similar nonprofits.

Top officer pay equals 11.1% of source-year revenue.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2017

Asset Growth

86th percentile

29%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

141%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets45th percentile

Assets

Up

$5,596,204

Up $1,267,713 (+29%) from 2016

Net Assets

Up

$5,530,129

Up $1,237,265 (+29%) from 2016

Liabilities

Up

$66,075

Up $30,448 (+85%) from 2016

Revenue And Expenses
Liabilities / Revenue55th percentileNet Margin92nd percentile

Revenue

Up

$1,549,139

Up $905,765 (+141%) from 2016

Expenses

Down

$539,977

Down $236,186 (-30%) from 2016

Net Income

Up

$1,009,162

Up $1,141,951 (+860%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth86th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,141,542Liabilities 2011: $37,450Net Assets 2011: $4,104,0922011Assets 2012: $4,299,544Liabilities 2012: $118,950Net Assets 2012: $4,180,5942012Assets 2013: $4,198,399Liabilities 2013: $37,760Net Assets 2013: $4,160,6392013Assets 2014: $4,256,793Liabilities 2014: $47,081Net Assets 2014: $4,209,7122014Assets 2015: $4,525,442Liabilities 2015: $47,816Net Assets 2015: $4,477,6262015Assets 2016: $4,328,491Liabilities 2016: $35,627Net Assets 2016: $4,292,8642016Assets 2017: $5,596,204Liabilities 2017: $66,075Net Assets 2017: $5,530,1292017Assets 2018: $5,596,405Liabilities 2018: $94,723Net Assets 2018: $5,501,6822018Assets 2019: $5,463,662Liabilities 2019: $101,400Net Assets 2019: $5,362,2622019Assets 2020: $4,881,039Liabilities 2020: $55,732Net Assets 2020: $4,825,3072020Assets 2021: $6,481,871Liabilities 2021: $24,513Net Assets 2021: $6,457,3582021Assets 2022: $9,077,952Liabilities 2022: $145,633Net Assets 2022: $8,932,3192022Assets 2023: $10,295,204Liabilities 2023: $193,962Net Assets 2023: $10,101,2422023Assets 2024: $12,343,195Liabilities 2024: $449,976Net Assets 2024: $11,893,2192024Assets 2025: $11,111,005Liabilities 2025: $498,173Net Assets 2025: $10,612,8322025

Highlighted filing

2017

Assets$5,596,204
Liabilities$66,075
Net Assets$5,530,129
Open 2017 Filing

Operations Trend

Revenue Growth97th percentile

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

$6.0M$4.0M$2.0M$0-$2.0MExpenses 2011: $602,0502011Expenses 2012: $908,6512012Revenue 2013: $681,524Expenses 2013: $844,537Net Income 2013: -$163,0132013Revenue 2014: $979,006Expenses 2014: $806,255Net Income 2014: $172,7512014Revenue 2015: $966,405Expenses 2015: $634,427Net Income 2015: $331,9782015Revenue 2016: $643,374Expenses 2016: $776,163Net Income 2016: -$132,7892016Revenue 2017: $1,549,139Expenses 2017: $539,977Net Income 2017: $1,009,1622017Revenue 2018: $1,067,563Expenses 2018: $1,167,939Net Income 2018: -$100,3762018Revenue 2019: $1,163,396Expenses 2019: $1,124,017Net Income 2019: $39,3792019Revenue 2020: $1,121,157Expenses 2020: $1,195,282Net Income 2020: -$74,1252020Revenue 2021: $1,347,180Expenses 2021: $789,536Net Income 2021: $557,6442021Revenue 2022: $4,087,485Expenses 2022: $930,243Net Income 2022: $3,157,2422022Revenue 2023: $3,706,934Expenses 2023: $2,506,246Net Income 2023: $1,200,6882023Revenue 2024: $4,085,214Expenses 2024: $2,893,821Net Income 2024: $1,191,3932024Revenue 2025: $2,326,630Expenses 2025: $4,074,809Net Income 2025: -$1,748,1792025

Highlighted filing

2017

Revenue$1,549,139
Expenses$539,977
Net Income$1,009,162
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Dec 20, 2017
Return Version
2016v3.0
Gross Receipts
$2,160,839
Mission and Program Overview

Mission

Provide benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$4,292,864$5,530,129▲ $1,237,265
Investments in Publicly Traded Securities$4,230,168$5,231,992▲ $1,001,824
Accounts Receivable$55,810$251,639▲ $195,829
Savings and Temporary Cash Investments$42,513$112,573▲ $70,060
Total Assets$4,328,491$5,596,204▲ $1,267,713
Liabilities
Accounts Payable and Accrued Expenses$35,627$66,075▲ $30,448
Total Liabilities$35,627$66,075▲ $30,448
Net Assets / Fund Balance
Total Net Assets Fund Balance$4,292,864$5,530,129▲ $1,237,265
Total Liabilities and Net Assets / Fund Balance$4,328,491$5,596,204▲ $1,267,713
Compensation and Service Providers
Top Officer Pay85th percentile

Employees

NameTitleOtherTotal
Michael MillerTrustee$3,557$3,557

Board Members and Trustees

NameTitle
Patrick TomlinChairman
Alan GoldenTrustee
John BattelTrustee
Jon GreenTrustee
Paul MaffioliSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,449,129
Investment Income
$89,369
Other Revenue
$10,641
Change in Net Assets
$1,009,162

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,549,139
Revenue Not Reported on Form 990
$228,103
Total Revenue per Audited Statements
$1,777,242
Total Revenue per Form 990
$1,549,139
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$47,564
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---$492,413
Fees for Services Accounting---$14,917
Other Expenses---$2,600
Fees for Services Legal---$2,132
All Other Expenses---$1,058
Total Functional Expenses$0$0$0$539,977

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$539,977
Total Expenses per Audited Statements$539,977
Total Expenses per Form 990$539,977
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 6

“The organization's membership is made up of neca-ibew local no. 364 union electricians.”

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

“The president of local union 364 has the authority to appoint 3 union representatives and the local chapter of the national electrical contractors association has the authority to appoint 3 contractor representatives.”

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

“Copies for the final form 990 and schedules are presented and approved at a board meeting prior to being filed with the irs. Board members are asked to review the return individually and to contact the return preparer, other board members, or executive officers with any questions or concerns.”

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

“The board of trustees monitors and enforces compliance.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Neca-ibew Local 364 Supplemental
EIN
38-3690592
Phone
8153986282
Address
6820 MILL ROAD, ROCKFORD, IL 61108

Signing Officer

Name
Alan Golden
Title
Trustee
Phone
2486456550
Signed
2017-12-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Alan Golden
Formed
2003
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
4
Employees
236

Preparer

Firm
Eric J Fernandez & Co
Address
895 W MAIN ST STE 1000, WEST DUNDEE, IL 60118-2057
Preparer
Carl L Swanson
Phone
8474287400
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 3, Part X

“The organization has adopted fasb asc 740-10-25, accounting for uncertainty in income taxes. The organization will record a liability for uncertain tax positions when it is more likely than not that a tax position would not be sustained if examined by a taxing authority. The organization continually evaluated expiring statues of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The organization's evaluation on april 30, 2017 revealed no uncertain tax positions that would have a material impact on the financial statements. The 2013 through 2015 tax years remain subject to examination by the irs. The organization does not believe that any reasonable changes will occur within the next twelve months that will have a material impact on the financial statements.”

Raw XML Appendix373 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION HAS ADOPTED FASB ASC 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE ORGANIZATION WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY A TAXING AUTHORITY. THE ORGANIZATION CONTINUALLY EVALUATED EXPIRING STATUES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE ORGANIZATION'S EVALUATION ON APRIL 30, 2017 REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2013 THROUGH 2015 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE ORGANIZATION DOES NOT BELIEVE THAT ANY REASONABLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MEMBERSHIP IS MADE UP OF NECA-IBEW LOCAL NO. 364 UNION ELECTRICIANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF LOCAL UNION 364 HAS THE AUTHORITY TO APPOINT 3 UNION REPRESENTATIVES AND THE LOCAL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION HAS THE AUTHORITY TO APPOINT 3 CONTRACTOR REPRESENTATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES FOR THE FINAL FORM 990 AND SCHEDULES ARE PRESENTED AND APPROVED AT A BOARD MEETING PRIOR TO BEING FILED WITH THE IRS. BOARD MEMBERS ARE ASKED TO REVIEW THE RETURN INDIVIDUALLY AND TO CONTACT THE RETURN PREPARER, OTHER BOARD MEMBERS, OR EXECUTIVE OFFICERS WITH ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd3false
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1WELFARE PN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2BLDG CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOCL UNION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt26820 MILL ROAD
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/BOYAmt04328491
IRS990/TotalAssetsGrp/EOYAmt05596204
IRS990/TotalCompGreaterThan150KInd0true
IRS990/TotalEmployeeCnt0236
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0539977
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt035627
IRS990/TotalLiabilitiesEOYAmt066075
IRS990/TotalLiabilitiesGrp/BOYAmt035627
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IRS990/TotalOtherCompensationAmt061798
IRS990/TotalProgramServiceRevenueAmt01449129
IRS990/TotalRevenueGrp/ExclusionAmt0100010
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt01449129
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01549139
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt05596204
IRS990/TotReportableCompRltdOrgAmt0113228
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06820 MILL ROAD
IRS990/USAddress/CityNm0ROCKFORD
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IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt04
IRS990/WebsiteAddressTxt0WWW.IBEW364.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ALAN GOLDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02486456550
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NECA-IBEW LOCAL 364 SUPPLEMENTAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0UNEMPLOYMENT BENEFIT PLAN
ReturnHeader/Filer/BusinessNameControlTxt0NECA
ReturnHeader/Filer/EIN0383690592
ReturnHeader/Filer/PhoneNum08153986282
ReturnHeader/Filer/USAddress/AddressLine1Txt06820 MILL ROAD
ReturnHeader/Filer/USAddress/CityNm0ROCKFORD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061108
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00EC7524827FD4F4F56914D46D871263604CBF856
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0DF3EEAC05A2AA73DCD8DCCC8BD7AF83DEAC9CD4D
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363141842
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC J FERNANDEZ & CO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0895 W MAIN ST STE 1000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DUNDEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0601182057
ReturnHeader/PreparerPersonGrp/PhoneNum08474287400
ReturnHeader/PreparerPersonGrp/PreparationDt02017-12-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CARL L SWANSON
ReturnHeader/ReturnTs02018-02-03T09:36:34-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,596,204
Liabilities
$66,075
Net assets
$5,530,129
Revenue
$1,549,139
Expenses
$539,977
Net income
$1,009,162
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$11.1$0.50$10.6$2.33$4.07$1.75
2024Detailed filing. Detailed filing data is available for this year.$12.3$0.45$11.9$4.09$2.89$1.19
2023Detailed filing. Detailed filing data is available for this year.$10.3$0.19$10.1$3.71$2.51$1.20
2022Detailed filing. Detailed filing data is available for this year.$9.08$0.15$8.93$4.09$0.93$3.16
2021Detailed filing. Detailed filing data is available for this year.$6.48$0.02$6.46$1.35$0.79$0.56
2020Detailed filing. Detailed filing data is available for this year.$4.88$0.06$4.83$1.12$1.20$0.07
2019Detailed filing. Detailed filing data is available for this year.$5.46$0.10$5.36$1.16$1.12$0.04
2018Detailed filing. Detailed filing data is available for this year.$5.60$0.09$5.50$1.07$1.17$0.10
2017Detailed filing. Detailed filing data is available for this year.$5.60$0.07$5.53$1.55$0.54$1.01
2016Detailed filing. Detailed filing data is available for this year.$4.33$0.04$4.29$0.64$0.78$0.13
2015Detailed filing. Detailed filing data is available for this year.$4.53$0.05$4.48$0.97$0.63$0.33
2014Detailed filing. Detailed filing data is available for this year.$4.26$0.05$4.21$0.98$0.81$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$0.04$4.16$0.68$0.84$0.16
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.30$0.12$4.18$0.91
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.14$0.04$4.10$0.60