Civic Intelligence

Joint Board of Trustees Ibew

EIN 38-6141764 • 501(c)9 • Ann Arbor, MI

View Organization Page

Profile

Provide health benefits to ibew local 252 union members

3135 S State St 105Ann Arbor, MI 48108

n/A

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.04x

Higher debt load relative to assets than 52% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Liabilities / Revenue

42nd percentile

0.02x

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Net Margin

53rd percentile

6.8%

Higher net margin than 53% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2025

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2025

Asset Growth

84th percentile

18%

Faster asset growth than 84% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Revenue Growth

86th percentile

26%

Faster revenue growth than 86% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$10,513,493

Up $1,578,232 (+18%) from 2024

Liabilities

Down

$432,364

Down $172,134 (-28%) from 2024

Net Assets

Up

$10,081,129

Up $1,750,366 (+21%) from 2024

Operations
Liabilities / Revenue42nd percentileNet Margin53rd percentile

Revenue

Up

$23,004,772

Up $4,809,821 (+26%) from 2024

Expenses

Up

$21,442,144

Up $3,097,839 (+17%) from 2024

Net Income

Up

$1,562,628

Up $1,711,982 (+1146%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth84th percentile

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

$15M$10M$5.0M$0Assets 2010: $7,908,730Liabilities 2010: $191,179Net Assets 2010: $7,717,5512010Assets 2011: $7,214,650Liabilities 2011: $172,254Net Assets 2011: $7,042,3962011Assets 2012: $5,173,652Liabilities 2012: $128,303Net Assets 2012: $5,045,3492012Assets 2013: $4,856,715Liabilities 2013: $101,662Net Assets 2013: $4,755,0532013Assets 2014: $5,992,919Liabilities 2014: $149,050Net Assets 2014: $5,843,8692014Assets 2015: $8,198,171Liabilities 2015: $379,563Net Assets 2015: $7,818,6082015Assets 2016: $8,504,706Liabilities 2016: $171,679Net Assets 2016: $8,333,0272016Assets 2017: $11,180,018Liabilities 2017: $411,523Net Assets 2017: $10,768,4952017Assets 2018: $12,809,677Liabilities 2018: $179,171Net Assets 2018: $12,630,5062018Assets 2019: $13,133,164Liabilities 2019: $266,892Net Assets 2019: $12,866,2722019Assets 2020: $12,781,356Liabilities 2020: $115,584Net Assets 2020: $12,665,7722020Assets 2021: $12,786,821Liabilities 2021: $317,689Net Assets 2021: $12,469,1322021Assets 2022: $9,842,471Liabilities 2022: $145,809Net Assets 2022: $9,696,6622022Assets 2023: $8,299,475Liabilities 2023: $236,495Net Assets 2023: $8,062,9802023Assets 2024: $8,935,261Liabilities 2024: $604,498Net Assets 2024: $8,330,7632024Assets 2025: $10,513,493Liabilities 2025: $432,364Net Assets 2025: $10,081,1292025

Highlighted filing

2025

Assets$10,513,493
Liabilities$432,364
Net Assets$10,081,129
Open 2025 Filing

Operations Trend

Revenue Growth86th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $9,852,6612010Revenue 2011: $9,435,130Expenses 2011: $10,471,934Net Income 2011: -$1,036,8042011Expenses 2012: $10,203,1012012Revenue 2013: $9,465,466Expenses 2013: $9,929,829Net Income 2013: -$464,3632013Revenue 2014: $9,796,316Expenses 2014: $8,846,117Net Income 2014: $950,1992014Revenue 2015: $11,999,956Expenses 2015: $10,048,950Net Income 2015: $1,951,0062015Revenue 2016: $11,535,125Expenses 2016: $10,883,317Net Income 2016: $651,8082016Revenue 2017: $13,514,832Expenses 2017: $11,343,459Net Income 2017: $2,171,3732017Revenue 2018: $13,755,390Expenses 2018: $12,030,910Net Income 2018: $1,724,4802018Revenue 2019: $12,240,057Expenses 2019: $11,935,694Net Income 2019: $304,3632019Revenue 2020: $12,584,988Expenses 2020: $13,077,090Net Income 2020: -$492,1022020Revenue 2021: $12,548,456Expenses 2021: $14,096,042Net Income 2021: -$1,547,5862021Revenue 2022: $12,252,754Expenses 2022: $14,418,078Net Income 2022: -$2,165,3242022Revenue 2023: $12,782,804Expenses 2023: $14,274,092Net Income 2023: -$1,491,2882023Revenue 2024: $18,194,951Expenses 2024: $18,344,305Net Income 2024: -$149,3542024Revenue 2025: $23,004,772Expenses 2025: $21,442,144Net Income 2025: $1,562,6282025

Highlighted filing

2025

Revenue$23,004,772
Expenses$21,442,144
Net Income$1,562,628
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$10,513,493
Liabilities
$432,364
Net assets
$10,081,129
Revenue
$23,004,772
Expenses
$21,442,144
Net income
$1,562,628
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$10.5$0.43$10.1$23.0$21.4$1.56
2024Detailed filing. Detailed filing data is available for this year.$8.94$0.60$8.33$18.2$18.3$0.15
2023Detailed filing. Detailed filing data is available for this year.$8.30$0.24$8.06$12.8$14.3$1.49
2022Detailed filing. Detailed filing data is available for this year.$9.84$0.15$9.70$12.3$14.4$2.17
2021Detailed filing. Detailed filing data is available for this year.$12.8$0.32$12.5$12.5$14.1$1.55
2020Detailed filing. Detailed filing data is available for this year.$12.8$0.12$12.7$12.6$13.1$0.49
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.27$12.9$12.2$11.9$0.30
2018Detailed filing. Detailed filing data is available for this year.$12.8$0.18$12.6$13.8$12.0$1.72
2017Detailed filing. Detailed filing data is available for this year.$11.2$0.41$10.8$13.5$11.3$2.17
2016Detailed filing. Detailed filing data is available for this year.$8.50$0.17$8.33$11.5$10.9$0.65
2015Detailed filing. Detailed filing data is available for this year.$8.20$0.38$7.82$12.0$10.0$1.95
2014Detailed filing. Detailed filing data is available for this year.$5.99$0.15$5.84$9.80$8.85$0.95
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.86$0.10$4.76$9.47$9.93$0.46
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.17$0.13$5.05$10.2
2011Summary only. Only limited summary data is available for this year.$7.21$0.17$7.04$9.44$10.5$1.04
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.91$0.19$7.72$9.85
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2024 to May 31, 2025
Signed
Dec 18, 2025
Return Version
2024v5.2
Gross Receipts
$52,058,574
Mission and Program Overview

Mission

Provide health benefits to ibew local 252 union members

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$8,330,763$10,081,129▲ $1,750,366
Investments in Publicly Traded Securities$5,494,355$6,926,274▲ $1,431,919
Accounts Receivable$1,521,228$1,783,521▲ $262,293
Prepaid Expenses and Deferred Charges$1,892,235$1,236,369▼ $655,866
Savings and Temporary Cash Investments$27,443$567,329▲ $539,886
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Rtn Earn Endowment Incm Other Fnds$0$0→ $0
Total Assets$8,935,261$10,513,493▲ $1,578,232
Liabilities
Accounts Payable and Accrued Expenses$604,498$432,364▼ $172,134
Total Liabilities$604,498$432,364▼ $172,134
Net Assets / Fund Balance
Total Net Assets Fund Balance$8,330,763$10,081,129▲ $1,750,366
Total Liabilities and Net Assets / Fund Balance$8,935,261$10,513,493▲ $1,578,232

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$0$252,458$252,458
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Mike CoxChair
Matt SchroderLabor Trustee
Sandra WiitalaLabor Trustee
Ryan HusseLabor Trustee (alternate)
Dan CervenanManagement Trustee
Eric MaleyManagement Trustee
Scott DupuieManagement Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MichiganAdministration232 S CAPITOL AVE, Lansing, MI 48933$899,229
Ann Arbor Benefit AdministratorsAdministration3135 S STATE ST STE 105, Ann Arbor, MI 48108$383,472
Law Office Of Thomas D Luczak PllcLegal438 S 5TH AVE, Ann Arbor, MI 48104$288,757
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$22,649,664
Investment Income
$355,108
Other Revenue
$0
Change in Net Assets
$1,562,628

Audited Revenue Reconciliation

Revenue per Audited Statements
$23,004,772
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$187,738
Total Revenue per Audited Statements
$23,192,510
Total Revenue per Form 990
$23,004,772
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$6,091,798
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---$15,350,346
Fees for Services Management---$1,352,290
Fees for Services Legal---$288,757
Fees for Services Other---$130,056
Fees for Service Investment Mgmnt Fees---$45,001
Fees for Services Accounting---$32,820
Other Expenses---$32,191
Total Functional Expenses$0$0$0$21,442,144

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$21,442,144
Total Expenses per Audited Statements$21,442,144
Total Expenses per Form 990$21,442,144
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“The organization delegates its management function to ann arbor benefit administrators, inc. (aaba), but aaba is subject to the control of the board of trustees of the organization.”

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

“Before filing the 990 is provided to and reviewed by the board chair, the organization's legal counsel, and the ibew local no. 252 third party representative. It is then distributed to the remainder of the board for review prior to finalization of the return.”

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

“The relevant conflict of interest policy states: each director, principal officer and member of a committee with governing board delegated powers shall annually sign a statement which affirms such person: a. Has received a copy of the conflicts of interest policy, b. Has read and understands the policy, c. Has agreed to comply with the policy, and d. Understands the organization is tax exempt and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy, and financial statements are made avilable to the public at the fund office, 3135 s state st., suite 105, ann arbor, mi 48108.”

Filing and Contact Details

Filer

Filer Name
Joint Board of Trustees Ibew Local 252
EIN
38-6141764
Phone
7346632178
Address
3135 S STATE ST 105, ANN ARBOR, MI 48108

Signing Officer

Name
Mike Cox
Title
Board Chairperson
Phone
7346632178
Signed
2025-12-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Cox
Formed
1966
Legal Domicile
Mi
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Maner Costerisan Pc
Address
2425 E GRAND RIVER SUITE 1, LANSING, MI 48912-3291
Preparer
Anastasia Loew CPA
Phone
5173237500
Raw XML Appendix342 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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IRS990/AccountsReceivableGrp/EOYAmt01783521
IRS990/ActivitiesConductedPrtshpInd00
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IRS990/BenefitsToMembersGrp/TotalAmt015350346
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IRS990/ContractorCompensationGrp/CompensationAmt0899229
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IRS990/Form990PartVIISectionAGrp/TitleTxt5LABOR TRUSTEE
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DELEGATES ITS MANAGEMENT FUNCTION TO ANN ARBOR BENEFIT ADMINISTRATORS, INC. (AABA), BUT AABA IS SUBJECT TO THE CONTROL OF THE BOARD OF TRUSTEES OF THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BEFORE FILING THE 990 IS PROVIDED TO AND REVIEWED BY THE BOARD CHAIR, THE ORGANIZATION'S LEGAL COUNSEL, AND THE IBEW LOCAL NO. 252 THIRD PARTY REPRESENTATIVE. IT IS THEN DISTRIBUTED TO THE REMAINDER OF THE BOARD FOR REVIEW PRIOR TO FINALIZATION OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE RELEVANT CONFLICT OF INTEREST POLICY STATES: EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD DELEGATED POWERS SHALL ANNUALLY SIGN A STATEMENT WHICH AFFIRMS SUCH PERSON: A. HAS RECEIVED A COPY OF THE CONFLICTS OF INTEREST POLICY, B. HAS READ AND UNDERSTANDS THE POLICY, C. HAS AGREED TO COMPLY WITH THE POLICY, AND D. UNDERSTANDS THE ORGANIZATION IS TAX EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVILABLE TO THE PUBLIC AT THE FUND OFFICE, 3135 S STATE ST., SUITE 105, ANN ARBOR, MI 48108.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
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IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt07290 JACKSON RD STE A
IRS990/USAddress/CityNm0ANN ARBOR
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IRS990/USAddress/ZIPCd048103
IRS990/VotingMembersGoverningBodyCnt07
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IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE COX
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0BOARD CHAIRPERSON
ReturnHeader/BusinessOfficerGrp/PhoneNum07346632178
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-12-18
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOINT BOARD OF TRUSTEES IBEW LOCAL 252
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOIN
ReturnHeader/Filer/EIN0386141764
ReturnHeader/Filer/PhoneNum07346632178
ReturnHeader/Filer/USAddress/AddressLine1Txt03135 S STATE ST 105
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0382157642
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MANER COSTERISAN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02425 E GRAND RIVER SUITE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LANSING
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0489123291
ReturnHeader/PreparerPersonGrp/PhoneNum05173237500
ReturnHeader/PreparerPersonGrp/PreparationDt02025-12-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANASTASIA LOEW CPA
ReturnHeader/ReturnTs02025-12-22T11:59:51-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-06-01
ReturnHeader/TaxPeriodEndDt02025-05-31
ReturnHeader/TaxYr02024

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