Civic Intelligence

Joint Board of Trustees Ibew

990 • Fiscal year 2022 • EIN 38-6141764

Jun 01, 2021 to May 31, 2022 • Filed on Sep 30, 2022

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

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Net Margin

11th percentile

-18%

Higher net margin than 11% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

2022 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2022

Asset Growth

9th percentile

-23%

Faster asset growth than 9% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Revenue Growth

42nd percentile

-2.4%

Faster revenue growth than 42% of similar nonprofits.

2022 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets44th percentile

Assets

Down

$9,842,471

Down $2,944,350 (-23%) from 2021

Net Assets

Down

$9,696,662

Down $2,772,470 (-22%) from 2021

Liabilities

Down

$145,809

Down $171,880 (-54%) from 2021

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin11th percentile

Revenue

Down

$12,252,754

Down $295,702 (-2.4%) from 2021

Expenses

Up

$14,418,078

Up $322,036 (+2.3%) from 2021

Net Income

Down

-$2,165,324

Down $617,738 (-40%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth9th 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

2022

Assets$9,842,471
Liabilities$145,809
Net Assets$9,696,662
Open 2022 Filing

Operations Trend

Revenue Growth42nd 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

2022

Revenue$12,252,754
Expenses$14,418,078
Net Income-$2,165,324
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2021 to May 31, 2022
Signed
Sep 30, 2022
Return Version
2021v4.0
Gross Receipts
$29,961,149
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$12,469,132$9,696,662▼ $2,772,470
Investments in Publicly Traded Securities$10,741,731$7,145,993▼ $3,595,738
Prepaid Expenses and Deferred Charges$850,904$1,554,319▲ $703,415
Accounts Receivable$1,033,427$957,541▼ $75,886
Savings and Temporary Cash Investments$160,759$184,618▲ $23,859
Total Assets$12,786,821$9,842,471▼ $2,944,350
Liabilities
Accounts Payable and Accrued Expenses$317,689$145,809▼ $171,880
Total Liabilities$317,689$145,809▼ $171,880
Net Assets / Fund Balance
Total Net Assets Fund Balance$12,469,132$9,696,662▼ $2,772,470
Total Liabilities and Net Assets / Fund Balance$12,786,821$9,842,471▼ $2,944,350

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$252,458$252,458
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

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

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue Shield Of MichiganAdministration232 S CAPITOL AVENUE, Lansing, MI 48933$680,489
Ann Arbor Benefit AdministratorsAdministration3135 S STATE ST STE 105, Ann Arbor, MI 48108-1653$314,666
Conlin Mckenney & Philbrick PCLegal350 SOUTH MAIN ST STE 400, Ann Arbor, MI 48104$117,228
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,042,840
Investment Income
$209,914
Other Revenue
$0
Change in Net Assets
$-2,165,324

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,252,754
Revenue Not Reported on Form 990
$-607,146
Total Revenue per Audited Statements
$11,645,608
Total Revenue per Form 990
$12,252,754
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,891,528
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$9,526,550--$9,526,550
Fees for Services Management-$995,155-$995,155
Fees for Services Legal-$179,986-$179,986
Fees for Service Investment Mgmnt Fees-$34,785-$34,785
Other Expenses$1,189,083$28,007-$28,007
Fees for Services Accounting-$26,610-$26,610
Insurance-$13,820-$13,820
All Other Expenses-$8,277-$8,277
Total Functional Expenses$13,086,438$1,331,640$0$14,418,078

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$14,418,078
Total Expenses per Audited Statements$14,418,078
Total Expenses per Form 990$14,418,078
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 an amendment 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
2022-09-30

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
2486425700
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 Appendix371 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/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0850904
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01554319
IRS990/PrincipalOfficerNm0WILLIAM WHITE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES & ASSESSMENTS
IRS990/ProgramServiceRevenueGrp/ExclusionAmt012042840
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012042840
IRS990/ProgSrvcAccomActy2Grp/Desc0INSURED COVERAGE FOR LIFE,ACCIDENTAL DEATH FOR MEMBERS ONLY,PLUS STOP-LOSS COVERAGE FOR THE MEDICAL BENEFITS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt02370805
IRS990/ProgSrvcAccomActy3Grp/Desc0RECIPROCAL PAYMENTS.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt01189083
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt09288676
IRS990/PYInvestmentIncomeAmt0938312
IRS990/PYOtherExpensesAmt04807366
IRS990/PYProgramServiceRevenueAmt011610144
IRS990/PYRevenuesLessExpensesAmt0-1547586
IRS990/PYTotalExpensesAmt014096042
IRS990/PYTotalRevenueAmt012548456
IRS990/ReconcilationRevenueExpnssAmt0-2165324
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0160759
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0184618
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0252458
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0252458
IRS990ScheduleD/ExpensesSubtotalAmt014418078
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-607146
IRS990ScheduleD/RevenueNotReportedAmt0-607146
IRS990ScheduleD/RevenueSubtotalAmt012252754
IRS990ScheduleD/TotalExpensesPerForm990Amt014418078
IRS990ScheduleD/TotalRevenuePerForm990Amt012252754
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt011645608
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt014418078
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm0ROBERT TURNER
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm1MICHAEL COX
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm2WILLIAM WHITE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm3RYAN HUSSE
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/PersonNm4SANDRA WIITALA
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt1PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt2PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt3PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt4PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd1false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd2false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd3false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd4false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc1PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc2PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc3PLAN PARTICIPANT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc4PLAN PARTICIPANT
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN ADOPTED AN AMENDMENT 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt012786821
IRS990/TotalAssetsEOYAmt09842471
IRS990/TotalAssetsGrp/BOYAmt012786821
IRS990/TotalAssetsGrp/EOYAmt09842471
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt01331640
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt013086438
IRS990/TotalFunctionalExpensesGrp/TotalAmt014418078
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0317689
IRS990/TotalLiabilitiesEOYAmt0145809
IRS990/TotalLiabilitiesGrp/BOYAmt0317689
IRS990/TotalLiabilitiesGrp/EOYAmt0145809
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt012469132
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt09696662
IRS990/TotalProgramServiceExpensesAmt013086438
IRS990/TotalProgramServiceRevenueAmt012042840
IRS990/TotalRevenueGrp/ExclusionAmt012252754
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012252754
IRS990/TotalVolunteersCnt08
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt012786821
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt09842471
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt013400 LUICK DR
IRS990/USAddress/CityNm0CHELSEA
IRS990/USAddress/StateAbbreviationCd0MI
IRS990/USAddress/ZIPCd048118
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0WILLIAM WHITE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07346632178
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-09-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JOINT BOARD OF TRUSTEES IBEW 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 STE 105
ReturnHeader/Filer/USAddress/CityNm0ANN ARBOR
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MI
ReturnHeader/Filer/USAddress/ZIPCd0481081653
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/PhoneNum02486425700
ReturnHeader/PreparerPersonGrp/PreparationDt02022-10-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RICHARD G WILLIAMS JR
ReturnHeader/ReturnTs02022-10-14T09:18:40-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WILLIAM
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WHITE
ReturnHeader/TaxPeriodBeginDt02021-06-01
ReturnHeader/TaxPeriodEndDt02022-05-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,842,471
Liabilities
$145,809
Net assets
$9,696,662
Revenue
$12,252,754
Expenses
$14,418,078
Net income
-$2,165,324
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
Peer Organizations

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