Civic Intelligence

Electrical Construction Industry Vacation - Holiday Plan

990 • Fiscal year 2018 • EIN 39-1038147

Jun 01, 2017 to May 31, 2018 • Filed on Dec 14, 2018

11001 W Plank Court No 120Wauwatosa, WI 53226

(414) 778-0068

Siviq Scores

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

Liabilities / Assets

35th percentile

0.01x

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

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Liabilities / Revenue

27th percentile

0.01x

Higher debt load relative to revenue than 27% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Net Margin

67th percentile

12%

Higher net margin than 67% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

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.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2018

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Revenue Growth

81st percentile

15%

Faster revenue growth than 81% of similar nonprofits.

2018 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2017 to 2018

Assets

Up

$12,226,849

Up $1,418,582 (+13%) from 2017

Net Assets

Up

$12,144,929

Up $1,424,946 (+13%) from 2017

Liabilities

Down

$81,920

Down $6,364 (-7.2%) from 2017

Revenue

Up

$12,533,616

Up $1,653,705 (+15%) from 2017

Expenses

Up

$11,006,788

Up $896,874 (+8.9%) from 2017

Net Income

Up

$1,526,828

Up $756,831 (+98%) from 2017

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2011: $8,517,743Liabilities 2011: $95,502Net Assets 2011: $8,422,2412011Assets 2012: $7,808,832Liabilities 2012: $111,976Net Assets 2012: $7,696,8562012Assets 2013: $7,418,970Liabilities 2013: $165,245Net Assets 2013: $7,253,7252013Assets 2014: $7,818,589Liabilities 2014: $282,750Net Assets 2014: $7,535,8392014Assets 2015: $8,494,988Liabilities 2015: $59,626Net Assets 2015: $8,435,3622015Assets 2016: $10,213,269Liabilities 2016: $226,971Net Assets 2016: $9,986,2982016Assets 2017: $10,808,267Liabilities 2017: $88,284Net Assets 2017: $10,719,9832017Assets 2018: $12,226,849Liabilities 2018: $81,920Net Assets 2018: $12,144,9292018Assets 2019: $13,143,421Liabilities 2019: $86,501Net Assets 2019: $13,056,9202019Assets 2020: $14,274,815Liabilities 2020: $104,912Net Assets 2020: $14,169,9032020Assets 2021: $15,263,932Liabilities 2021: $88,730Net Assets 2021: $15,175,2022021Assets 2022: $15,465,835Liabilities 2022: $89,194Net Assets 2022: $15,376,6412022Assets 2023: $16,143,052Liabilities 2023: $209,168Net Assets 2023: $15,933,8842023Assets 2024: $17,819,072Liabilities 2024: $156,305Net Assets 2024: $17,662,7672024Assets 2025: $20,694,769Liabilities 2025: $169,476Net Assets 2025: $20,525,2932025

Highlighted filing

2018

Assets$12,226,849
Liabilities$81,920
Net Assets$12,144,929

Operations Trend

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

$20M$15M$10M$5.0M$0-$5.0MExpenses 2011: $9,801,0392011Expenses 2012: $8,214,9062012Revenue 2013: $7,694,584Expenses 2013: $8,108,305Net Income 2013: -$413,7212013Revenue 2014: $8,265,285Expenses 2014: $7,999,387Net Income 2014: $265,8982014Revenue 2015: $9,441,159Expenses 2015: $8,551,551Net Income 2015: $889,6082015Revenue 2016: $10,810,596Expenses 2016: $9,271,488Net Income 2016: $1,539,1082016Revenue 2017: $10,879,911Expenses 2017: $10,109,914Net Income 2017: $769,9972017Revenue 2018: $12,533,616Expenses 2018: $11,006,788Net Income 2018: $1,526,8282018Revenue 2019: $12,775,567Expenses 2019: $12,039,063Net Income 2019: $736,5042019Revenue 2020: $13,268,248Expenses 2020: $12,402,872Net Income 2020: $865,3762020Revenue 2021: $12,906,865Expenses 2021: $11,718,588Net Income 2021: $1,188,2772021Revenue 2022: $13,612,321Expenses 2022: $12,884,162Net Income 2022: $728,1592022Revenue 2023: $14,357,759Expenses 2023: $13,845,707Net Income 2023: $512,0522023Revenue 2024: $16,315,294Expenses 2024: $14,923,469Net Income 2024: $1,391,8252024Revenue 2025: $18,916,439Expenses 2025: $16,216,540Net Income 2025: $2,699,8992025

Highlighted filing

2018

Revenue$12,533,616
Expenses$11,006,788
Net Income$1,526,828
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Dec 14, 2018
Return Version
2017v2.3
Gross Receipts
$30,322,856
Mission and Program Overview

Mission

Provides vacation/holiday benefits to participants

Provides vacation-holiday benefits to participants

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$10,719,983$12,144,929▲ $1,424,946
Investments Other Securities$9,738,301$11,112,510▲ $1,374,209
Savings and Temporary Cash Investments$925,352$1,003,853▲ $78,501
Prepaid Expenses and Deferred Charges$45,253$41,780▼ $3,473
Land, Buildings, and Equipment, Net$46,920$23,460▼ $23,460
Cash and Non-Interest-Bearing Accounts$19,097$0▼ $19,097
Accounts Receivable$2,599$2,455▼ $144
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$10,808,267$12,226,849▲ $1,418,582
Other Assets Total$30,745$42,791▲ $12,046
Liabilities
Accounts Payable and Accrued Expenses$88,284$81,920▼ $6,364
Total Liabilities$88,284$81,920▼ $6,364
Net Assets / Fund Balance
Total Net Assets Fund Balance$10,719,983$12,144,929▲ $1,424,946
Total Liabilities and Net Assets / Fund Balance$10,808,267$12,226,849▲ $1,418,582

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$23,460$46,920$70,380
Other Securities$11,112,510--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,390,180
Investment Income
$143,436
Other Revenue
$0
Change in Net Assets
$1,526,828

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,500,761
Revenue Not Reported on Financial Statements
$32,855
Revenue Not Reported on Form 990
$-101,882
Total Revenue per Audited Statements
$12,398,879
Total Revenue per Form 990
$12,533,616
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$11,006,788
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
Fees for Service Investment Mgmnt Fees---$32,855
Fees for Services Accounting---$27,597
Depreciation Depletion---$23,460
Office Expenses---$21,788
Occupancy---$17,936
Other Expenses---$10,721
Fees for Services Legal---$8,119
Insurance---$6,578
Total Functional Expenses$0$0$0$11,006,788

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$11,006,788
Expenses per Audited Statements$10,973,933
Total Expenses per Audited Statements$10,973,933
Expenses Not Reported on Financial Statements$32,855
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
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
No
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

A copy was provided to the board of trustees for review

Form 990, Part VI, Section C, Line 19

AVAILABLE UPON REQUEST

Filing and Contact Details

Filer

Filer Name
Milwaukee Electrical Industry
EIN
39-1038147
Phone
4147780068
Address
11001 W PLANK COURT NO 120, WAUWATOSA, WI 53226

Signing Officer

Name
Robert Rayburn
Title
Trustee-secretary
Phone
4147780068
Signed
2018-12-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Rayburn
Formed
1968
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Reilly Penner & Benton Llp
Address
1233 NORTH MAYFAIR ROAD SUITE 302, MILWAUKEE, WI 53226-3255
Preparer
David a Grotkin
Phone
4142717800
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 2C

Board of trustees oversees audit and reviews financial statements

Form 990, Part V, Line 2A

Line 2a remains blank even though the plan prepared w-2 forms and a related form w-3. These forms were prepared to show the payment of benefits to participants of the plan and not for payments to employees, as the question indicates. The plan does not have employees because it contracts for all services realated to plan operation.

Financial Statement Notes

PART X, LINE 2:

The plan is a nonprofit organization organized under section 501(c) (9) of the internal revenue code and, accordingly, is exempt from united states and wisconsin income taxes. The plan obtained its latest determination letter on january 25, 1974, in which the internal revenue service stated that the plan, as then designed, was in compliance with the applicable requirements of the internal revenue code. The plan has been amended since receiving the determination letter. However, the plan administrator and the plan's tax counsel believe that the plan is currently designed and is being operated in compliance with the applicable requirements of the internal revenue code. Therefore, they believe that the plan was qualified and the related trust was tax exempt as of the financial statement date. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the department of labor or internal revenue service. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of may 31, 2018, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Generally, for united states federal income taxes, the plan is only subject to examination for the current year's tax return and the preceding three years' returns. The plan is not required to file any state tax returns and therefore is generally not subject to examination by state taxing authorities.

Raw XML AppendixShowing 400 of 406 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/AccountsPayableAccrExpnssGrp/BOYAmt088284
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt081920
IRS990/AccountsReceivableGrp/BOYAmt02599
IRS990/AccountsReceivableGrp/EOYAmt02455
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDES VACATION-HOLIDAY BENEFITS TO PARTICIPANTS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0TRUSTEES
IRS990/BooksInCareOfDetail/PhoneNum04147780068
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt011001 W PLANK COURT SUITE 120
IRS990/BooksInCareOfDetail/USAddress/CityNm0WAUWATOSA
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd053226
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt019097
IRS990/CashNonInterestBearingGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0143436
IRS990/CYOtherExpensesAmt011006788
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012390180
IRS990/CYRevenuesLessExpensesAmt01526828
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt011006788
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt012533616
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/DepreciationDepletionGrp/TotalAmt023460
IRS990/Desc0VACATION AND HOLIDAY BENEFITS PAID TO PARTICIPANTS
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt027597
IRS990/FeesForServicesLegalGrp/TotalAmt08119
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt032855
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0MR ROBERT BANDKOWSKI
IRS990/Form990PartVIISectionAGrp/PersonNm1MR TIM SCHEID
IRS990/Form990PartVIISectionAGrp/PersonNm2MR DEAN WARSH
IRS990/Form990PartVIISectionAGrp/PersonNm3MR ROBERT RAYBURN
IRS990/Form990PartVIISectionAGrp/PersonNm4MR TIM JAHN
IRS990/Form990PartVIISectionAGrp/PersonNm5MR TODD KUENY
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-26971
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt017762269
IRS990/GrossReceiptsAmt030322856
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt06
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt06578
IRS990/InvestmentIncomeGrp/ExclusionAmt0170407
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0170407
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt09738301
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt011112510
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt046920
IRS990/LandBldgEquipBasisNetGrp/BOYAmt046920
IRS990/LandBldgEquipBasisNetGrp/EOYAmt023460
IRS990/LandBldgEquipCostOrOtherBssAmt070380
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt017789240
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PROVIDES VACATION/HOLIDAY BENEFITS TO PARTICIPANTS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt010719983
IRS990/NetAssetsOrFundBalancesEOYAmt012144929
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-26971
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-26971
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-101882
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/TotalAmt017936
IRS990/OfficeExpensesGrp/TotalAmt021788
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt030745
IRS990/OtherAssetsTotalGrp/EOYAmt042791
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BENEFITS PROVIDED TO PA
IRS990/OtherExpensesGrp/Desc1OFFICE ADMINISTRATION F
IRS990/OtherExpensesGrp/Desc2EQUIPMENT RENTAL & MAIN
IRS990/OtherExpensesGrp/Desc3MISCELLANEOUS EXPENSES
IRS990/OtherExpensesGrp/TotalAmt010658038
IRS990/OtherExpensesGrp/TotalAmt1112850
IRS990/OtherExpensesGrp/TotalAmt286846
IRS990/OtherExpensesGrp/TotalAmt310721
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045253
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041780
IRS990/PrincipalOfficerNm0ROBERT RAYBURN
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0CONTRACTOR CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt012390180
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt012390180
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0101684
IRS990/PYOtherExpensesAmt010109914
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt010778227
IRS990/PYRevenuesLessExpensesAmt0769997
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt010109914
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt010879911
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt01526828
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt010719983
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt012144929
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0925352
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01003853
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt023460
IRS990ScheduleD/EquipmentGrp/DepreciationAmt046920
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt070380
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt032855
IRS990ScheduleD/ExpensesSubtotalAmt010973933
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt032855
IRS990ScheduleD/InvestmentExpensesNotIncldAmt032855
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-101882
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt011112510
IRS990ScheduleD/OtherSecuritiesGrp/Desc0PUBLICLY TRADED SECURITIES
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0-101882
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt032855
IRS990ScheduleD/RevenueSubtotalAmt012500761
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN IS A NONPROFIT ORGANIZATION ORGANIZED UNDER SECTION 501(C) (9) OF THE INTERNAL REVENUE CODE AND, ACCORDINGLY, IS EXEMPT FROM UNITED STATES AND WISCONSIN INCOME TAXES. THE PLAN OBTAINED ITS LATEST DETERMINATION LETTER ON JANUARY 25, 1974, IN WHICH THE INTERNAL REVENUE SERVICE STATED THAT THE PLAN, AS THEN DESIGNED, WAS IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THE PLAN HAS BEEN AMENDED SINCE RECEIVING THE DETERMINATION LETTER. HOWEVER, THE PLAN ADMINISTRATOR AND THE PLAN'S TAX COUNSEL BELIEVE THAT THE PLAN IS CURRENTLY DESIGNED AND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE INTERNAL REVENUE CODE. THEREFORE, THEY BELIEVE THAT THE PLAN WAS QUALIFIED AND THE RELATED TRUST WAS TAX EXEMPT AS OF THE FINANCIAL STATEMENT DATE. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR OR INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MAY 31, 2018, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE PLAN IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. THE PLAN IS NOT REQUIRED TO FILE ANY STATE TAX RETURNS AND THEREFORE IS GENERALLY NOT SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt023460
IRS990ScheduleD/TotalBookValueSecuritiesAmt011112510
IRS990ScheduleD/TotalExpensesPerForm990Amt011006788
IRS990ScheduleD/TotalRevenuePerForm990Amt012533616
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012398879
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010973933
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD OF TRUSTEES OVERSEES AUDIT AND REVIEWS FINANCIAL STATEMENTS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3LINE 2A REMAINS BLANK EVEN THOUGH THE PLAN PREPARED W-2 FORMS AND A RELATED FORM W-3. THESE FORMS WERE PREPARED TO SHOW THE PAYMENT OF BENEFITS TO PARTICIPANTS OF THE PLAN AND NOT FOR PAYMENTS TO EMPLOYEES, AS THE QUESTION INDICATES. THE PLAN DOES NOT HAVE EMPLOYEES BECAUSE IT CONTRACTS FOR ALL SERVICES REALATED TO PLAN OPERATION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART XI, LINE 2C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART V, LINE 2A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MILWAUKEE ELECTRICAL CONSTRUCTION INDUSTRY BOARD
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1ELECTRICAL CONTRACTORS ASSOCIATION - MILWAUKEE CHAPTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0237067380
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1390260800
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2391291994
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3391027476
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(6)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt2401A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt3501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd3WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0COLLECTS FUNDS ON BEHALF OF THE PLAN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1PROVIDES ADMINISTRATIVE SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2PROVIDES OCCUPANCY AND COMPUTER SERVICES
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3EDUCATIONAL PROGRAMS FOR ELECTRICIANS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt011001 W PLANK COURT SUITE 120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt111001 W PLANK COURT SUITE 120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt211001 W PLANK COURT SUITE 120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt311001 W PLANK COURT SUITE 120
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0WAUWATOSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1WAUWATOSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2WAUWATOSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3WAUWATOSA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053226
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd153226
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd253226
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd353226
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd01
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd01
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd01
IRS990ScheduleR/SharingOfFacilitiesInd01
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt017936
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt1120081
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt23525
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt398235
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1ELECTRICAL CONTRACTORS ASSOC - MILW CHAPTER
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0K
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2P
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3P
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt010808267
IRS990/TotalAssetsEOYAmt012226849
IRS990/TotalAssetsGrp/BOYAmt010808267
IRS990/TotalAssetsGrp/EOYAmt012226849
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt011006788
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt088284
IRS990/TotalLiabilitiesEOYAmt081920
IRS990/TotalLiabilitiesGrp/BOYAmt088284
IRS990/TotalLiabilitiesGrp/EOYAmt081920
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt010719983
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt012144929
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt012390180
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0143436
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt012390180
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012533616
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt010808267
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt012226849
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt011001 W PLANK COURT NO 120
IRS990/USAddress/CityNm0WAUWATOSA
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053226
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT RAYBURN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE-SECRETARY
ReturnHeader/BusinessOfficerGrp/PhoneNum04147780068
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILWAUKEE ELECTRICAL INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VACATION - HOLIDAY PLAN
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0391038147
ReturnHeader/Filer/PhoneNum04147780068
ReturnHeader/Filer/USAddress/AddressLine1Txt011001 W PLANK COURT NO 120
ReturnHeader/Filer/USAddress/CityNm0WAUWATOSA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053226
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0265BF2DBAC9F302C8037038D0D2E44B8DDC46FC6
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0EDEB3271118798ECE73FD51BD05C049C3082CD6D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.133.53.121
ReturnHeader/FilingSecurityInformation/IPDt02018-12-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:37:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0390747409
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0REILLY PENNER & BENTON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01233 NORTH MAYFAIR ROAD SUITE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MILWAUKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0532263255
ReturnHeader/PreparerPersonGrp/PhoneNum04142717800

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.7$0.17$20.5$18.9$16.2$2.70
2024Detailed filing. Detailed filing data is available for this year.$17.8$0.16$17.7$16.3$14.9$1.39
2023Detailed filing. Detailed filing data is available for this year.$16.1$0.21$15.9$14.4$13.8$0.51
2022Detailed filing. Detailed filing data is available for this year.$15.5$0.09$15.4$13.6$12.9$0.73
2021Detailed filing. Detailed filing data is available for this year.$15.3$0.09$15.2$12.9$11.7$1.19
2020Detailed filing. Detailed filing data is available for this year.$14.3$0.10$14.2$13.3$12.4$0.87
2019Detailed filing. Detailed filing data is available for this year.$13.1$0.09$13.1$12.8$12.0$0.74
2018Detailed filing. Detailed filing data is available for this year.$12.2$0.08$12.1$12.5$11.0$1.53
2017Detailed filing. Detailed filing data is available for this year.$10.8$0.09$10.7$10.9$10.1$0.77
2016Detailed filing. Detailed filing data is available for this year.$10.2$0.23$9.99$10.8$9.27$1.54
2015Detailed filing. Detailed filing data is available for this year.$8.49$0.06$8.44$9.44$8.55$0.89
2014Detailed filing. Detailed filing data is available for this year.$7.82$0.28$7.54$8.27$8.00$0.27
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.17$7.25$7.69$8.11$0.41
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.81$0.11$7.70$8.21
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.52$0.10$8.42$9.80