Civic Intelligence

Joint Board of Trustees Ibew

990 • Fiscal year 2020 • EIN 38-6141764

Jun 01, 2019 to May 31, 2020 • Filed on Nov 30, 2020

Organization ProfileN/A

View Organization Page

3135 S State St Ste 105Ann Arbor, MI 48108-1653

(734) 663-2178

Siviq Scores

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

Liabilities / Assets

42nd percentile

0.01x

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

22nd percentile

-3.9%

Higher net margin than 22% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

18th percentile

-2.7%

Faster asset growth than 18% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

2.8%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets42nd percentile

Assets

Down

$12,781,356

Down $351,808 (-2.7%) from 2019

Net Assets

Down

$12,665,772

Down $200,500 (-1.6%) from 2019

Liabilities

Down

$115,584

Down $151,308 (-57%) from 2019

Revenue And Expenses
Liabilities / Revenue33rd percentileNet Margin22nd percentile

Revenue

Up

$12,584,988

Up $344,931 (+2.8%) from 2019

Expenses

Up

$13,077,090

Up $1,141,396 (+9.6%) from 2019

Net Income

Down

-$492,102

Down $796,465 (-262%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$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

2020

Assets$12,781,356
Liabilities$115,584
Net Assets$12,665,772
Open 2020 Filing

Operations Trend

Revenue Growth62nd percentile

Revenue, expenses, and net income across loaded years, with this 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

2020

Revenue$12,584,988
Expenses$13,077,090
Net Income-$492,102
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2019 to May 31, 2020
Signed
Nov 30, 2020
Return Version
2019v5.0
Gross Receipts
$31,210,452
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$12,866,272$12,665,772▼ $200,500
Investments in Publicly Traded Securities$11,035,059$10,053,174▼ $981,885
Prepaid Expenses and Deferred Charges$969,327$1,919,610▲ $950,283
Accounts Receivable$1,047,810$688,392▼ $359,418
Savings and Temporary Cash Investments$80,968$120,180▲ $39,212
Total Assets$13,133,164$12,781,356▼ $351,808
Liabilities
Accounts Payable and Accrued Expenses$266,892$115,584▼ $151,308
Total Liabilities$266,892$115,584▼ $151,308
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,866,272$12,665,772▼ $200,500
Total Liabilities and Net Assets / Fund Balance$13,133,164$12,781,356▼ $351,808

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$252,458$252,458
Compensation and Service Providers
Top Officer Pay40th percentile

Board Members and Trustees

NameTitle
Eric MaleyTrustee
John KregerTrustee
Michael CoxTrustee
Robert TurnerTrustee
Sandra WiitalaTrustee
William WhiteTrustee
Dan CervenanAlternate Tr
Ryan HusseAlternate Tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,213,141
Investment Income
$371,847
Other Revenue
$0
Change in Net Assets
$-492,102

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,584,988
Revenue Not Reported on Form 990
$291,602
Total Revenue per Audited Statements
$12,876,590
Total Revenue per Form 990
$12,584,988
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$5,406,999
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$7,670,091--$7,670,091
Fees for Services Management-$923,659-$923,659
Fees for Services Legal-$154,505-$154,505
Fees for Service Investment Mgmnt Fees-$37,151-$37,151
Other Expenses$1,686,902$29,548-$29,548
Fees for Services Accounting-$26,565-$26,565
Insurance-$16,235-$16,235
All Other Expenses-$10,119-$10,119
Total Functional Expenses$11,838,058$1,239,032$0$13,077,090

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$13,077,090
Total Expenses per Audited Statements$13,077,090
Total Expenses per Form 990$13,077,090
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
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
Michael CoxParticipantPlan ParticipantNo-
Robert TurnerParticipantPlan ParticipantNo-
Ryan HusseParticipantPlan ParticipantNo-
Sandra WiitalaParticipantPlan ParticipantNo-
William WhiteParticipantPlan ParticipantNo-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
Yes
Material changes to governing documents
Yes
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 4

“The plan adopted amendments as attached.”

Form 990, Page 6, Part VI, Line 6

“Union members of international brotherhood of electrical workers 252”

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

“Board of trustees are elected by the ibew 252 union members.”

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

“The form 990 was distributed to the members of the board of trustees before filing. No review was conducted.”

Form 990, Page 6, Part VI, 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, Page 6, Part VI, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available 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 252
EIN
38-6141764
Phone
7346632178
Address
3135 S STATE ST STE 105, ANN ARBOR, MI 48108-1653

Signing Officer

Name
William White
Title
Trustee
Phone
7346632178
Signed
2020-11-30

Organization Details

Principal Officer
William White
Formed
1966
Legal Domicile
Mi
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
8

Preparer

Firm
Polk and Associates Plc
Address
3135 S STATE ST STE 208, ANN ARBOR, MI 48108
Preparer
Richard G Williams Jr
Phone
7347410400
Supplemental Narrative

Additional Explanations

Form 990, Part XII

“Line 1 - method of accounting accrual method of accounting except that no estimate has been made for health and disability claims incurred but not reported to the plan administrator.”

Raw XML Appendix354 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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IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MICHAEL COX
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2WILLIAM WHITE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3RYAN HUSSE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4SANDRA WIITALA
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADOPTED AMENDMENTS AS ATTACHED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1UNION MEMBERS OF INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS 252
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES ARE ELECTED BY THE IBEW 252 UNION MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE FORM 990 WAS DISTRIBUTED TO THE MEMBERS OF THE BOARD OF TRUSTEES BEFORE FILING. NO REVIEW WAS CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE 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/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC AT THE FUND OFFICE, 3135 S STATE ST., SUITE 105, ANN ARBOR, MI 48108.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LINE 1 - METHOD OF ACCOUNTING ACCRUAL METHOD OF ACCOUNTING EXCEPT THAT NO ESTIMATE HAS BEEN MADE FOR HEALTH AND DISABILITY CLAIMS INCURRED BUT NOT REPORTED TO THE PLAN ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 4
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 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART XII
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IRS990/USAddress/CityNm0CHELSEA
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IRS990/USAddress/ZIPCd048118
IRS990/VotingMembersGoverningBodyCnt06
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ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07346632178
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOINT BOARD OF TRUSTEES IBEW 252
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH AND WELFARE TRUST FUND
ReturnHeader/Filer/BusinessNameControlTxt0JOIN
ReturnHeader/Filer/EIN0386141764
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ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
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ReturnHeader/FilingSecurityInformation/IPDt02020-12-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:18:30
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0383388760
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POLK AND ASSOCIATES PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03135 S STATE ST STE 208
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ANN ARBOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd048108
ReturnHeader/PreparerPersonGrp/PhoneNum07347410400
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G WILLIAMS JR
ReturnHeader/ReturnTs02020-12-09T12:18:30-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-06-01
ReturnHeader/TaxPeriodEndDt02020-05-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$12,781,356
Liabilities
$115,584
Net assets
$12,665,772
Revenue
$12,584,988
Expenses
$13,077,090
Net income
-$492,102
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