Civic Intelligence

Neca-Ibew Local No 364 Welfare Trust Fund

EIN 41-1677804 • 501(c)9 • Rockford, IL

View Organization Page

Profile

Provide benefits to eligible members.

6820 Mill RoadRockford, IL 61108

www.ibew364.org

Siviq Scores

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

Liabilities / Assets

56th percentile

0.06x

Higher debt load relative to assets than 56% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

60th percentile

0.10x

Higher debt load relative to revenue than 60% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

86th percentile

30%

Higher net margin than 86% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

69th percentile

$214,087

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

95th percentile

31%

Faster asset growth than 95% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

5.2%

Faster revenue growth than 39% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$50,581,440

Up $11,926,482 (+31%) from 2023

Liabilities

Down

$3,017,863

Down $1,154,327 (-28%) from 2023

Net Assets

Up

$47,563,577

Up $13,080,809 (+38%) from 2023

Operations
Liabilities / Revenue60th percentileNet Margin86th percentile

Revenue

Up

$29,995,416

Up $1,478,322 (+5.2%) from 2023

Expenses

Up

$20,899,428

Up $2,810,919 (+16%) from 2023

Net Income

Down

$9,095,988

Down $1,332,597 (-13%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth95th percentile

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

$60M$40M$20M$0Assets 2010: $20,297,725Liabilities 2010: $146,608Net Assets 2010: $20,151,1172010Assets 2011: $22,117,368Liabilities 2011: $435,404Net Assets 2011: $21,681,9642011Assets 2012: $23,522,025Liabilities 2012: $163,725Net Assets 2012: $23,358,3002012Assets 2013: $24,140,057Liabilities 2013: $207,046Net Assets 2013: $23,933,0112013Assets 2014: $23,900,312Liabilities 2014: $159,158Net Assets 2014: $23,741,1542014Assets 2015: $20,844,536Liabilities 2015: $272,126Net Assets 2015: $20,572,4102015Assets 2016: $18,029,875Liabilities 2016: $456,934Net Assets 2016: $17,572,9412016Assets 2017: $20,986,603Liabilities 2017: $457,881Net Assets 2017: $20,528,7222017Assets 2018: $21,596,432Liabilities 2018: $233,789Net Assets 2018: $21,362,6432018Assets 2019: $20,804,694Liabilities 2019: $668,891Net Assets 2019: $20,135,8032019Assets 2020: $17,004,673Liabilities 2020: $509,918Net Assets 2020: $16,494,7552020Assets 2021: $22,232,260Liabilities 2021: $1,360,457Net Assets 2021: $20,871,8032021Assets 2022: $26,057,381Liabilities 2022: $2,887,821Net Assets 2022: $23,169,5602022Assets 2023: $38,654,958Liabilities 2023: $4,172,190Net Assets 2023: $34,482,7682023Assets 2024: $50,581,440Liabilities 2024: $3,017,863Net Assets 2024: $47,563,5772024

Highlighted filing

2024

Assets$50,581,440
Liabilities$3,017,863
Net Assets$47,563,577
Open 2024 Filing

Operations Trend

Revenue Growth39th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $11,177,1662010Revenue 2011: $13,242,415Expenses 2011: $9,941,861Net Income 2011: $3,300,5542011Expenses 2012: $11,482,2362012Revenue 2013: $10,856,538Expenses 2013: $10,957,688Net Income 2013: -$101,1502013Revenue 2014: $11,193,048Expenses 2014: $11,961,491Net Income 2014: -$768,4432014Revenue 2015: $12,103,516Expenses 2015: $13,782,420Net Income 2015: -$1,678,9042015Revenue 2016: $11,029,459Expenses 2016: $14,203,375Net Income 2016: -$3,173,9162016Revenue 2017: $14,661,331Expenses 2017: $13,244,147Net Income 2017: $1,417,1842017Revenue 2018: $16,380,795Expenses 2018: $14,821,452Net Income 2018: $1,559,3432018Revenue 2019: $14,166,462Expenses 2019: $14,868,840Net Income 2019: -$702,3782019Revenue 2020: $12,742,041Expenses 2020: $15,852,045Net Income 2020: -$3,110,0042020Revenue 2021: $18,428,053Expenses 2021: $16,158,643Net Income 2021: $2,269,4102021Revenue 2022: $24,556,874Expenses 2022: $18,323,155Net Income 2022: $6,233,7192022Revenue 2023: $28,517,094Expenses 2023: $18,088,509Net Income 2023: $10,428,5852023Revenue 2024: $29,995,416Expenses 2024: $20,899,428Net Income 2024: $9,095,9882024

Highlighted filing

2024

Revenue$29,995,416
Expenses$20,899,428
Net Income$9,095,988
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$50,581,440
Liabilities
$3,017,863
Net assets
$47,563,577
Revenue
$29,995,416
Expenses
$20,899,428
Net income
$9,095,988
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$50.6$3.02$47.6$30.0$20.9$9.10
2023Detailed filing. Detailed filing data is available for this year.$38.7$4.17$34.5$28.5$18.1$10.4
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$26.1$2.89$23.2$24.6$18.3$6.23
2021Detailed filing. Detailed filing data is available for this year.$22.2$1.36$20.9$18.4$16.2$2.27
2020Detailed filing. Detailed filing data is available for this year.$17.0$0.51$16.5$12.7$15.9$3.11
2019Detailed filing. Detailed filing data is available for this year.$20.8$0.67$20.1$14.2$14.9$0.70
2018Detailed filing. Detailed filing data is available for this year.$21.6$0.23$21.4$16.4$14.8$1.56
2017Detailed filing. Detailed filing data is available for this year.$21.0$0.46$20.5$14.7$13.2$1.42
2016Detailed filing. Detailed filing data is available for this year.$18.0$0.46$17.6$11.0$14.2$3.17
2015Detailed filing. Detailed filing data is available for this year.$20.8$0.27$20.6$12.1$13.8$1.68
2014Detailed filing. Detailed filing data is available for this year.$23.9$0.16$23.7$11.2$12.0$0.77
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$24.1$0.21$23.9$10.9$11.0$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.5$0.16$23.4$11.5
2011Summary only. Only limited summary data is available for this year.$22.1$0.44$21.7$13.2$9.94$3.30
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.3$0.15$20.2$11.2
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 25, 2025
Return Version
2023v6.0
Gross Receipts
$33,402,872
Mission and Program Overview

Mission

Provide benefits to eligible members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$34,482,768$47,563,577▲ $13,080,809
Investments in Publicly Traded Securities$26,944,047$38,944,132▲ $12,000,085
Savings and Temporary Cash Investments$29,437$7,848,918▲ $7,819,481
Cash and Non-Interest-Bearing Accounts$7,425,755--
Accounts Receivable$4,103,423$3,692,144▼ $411,279
Prepaid Expenses and Deferred Charges$152,296$96,246▼ $56,050
Total Assets$38,654,958$50,581,440▲ $11,926,482
Liabilities
Accounts Payable and Accrued Expenses$4,162,298$3,014,368▼ $1,147,930
Other Liabilities$9,892$3,495▼ $6,397
Total Liabilities$4,172,190$3,017,863▼ $1,154,327
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,482,768$47,563,577▲ $13,080,809
Total Liabilities and Net Assets / Fund Balance$38,654,958$50,581,440▲ $11,926,482
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleOtherTotal
Bradley VosTrustee$1,296$1,296

Board Members and Trustees

NameTitle
David CargillChairman
Alan GoldenTrustee
Jim LeeTrustee
John LarsonTrustee
John RobinsonSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$28,496,281
Investment Income
$1,499,135
Other Revenue
$0
Change in Net Assets
$9,095,988

Audited Revenue Reconciliation

Revenue per Audited Statements
$29,965,416
Revenue Not Reported on Financial Statements
$30,000
Revenue Not Reported on Form 990
$3,984,821
Total Revenue per Audited Statements
$33,950,237
Total Revenue per Form 990
$29,995,416
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,370,257
Salaries, Compensation, and Employee Benefits$1,110
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$18,528,061
Other Expenses---$196,445
All Other Expenses---$110,660
Office Expenses---$67,935
Fees for Services Accounting---$34,117
Fees for Services Legal---$23,294
Occupancy---$13,740
Insurance---$8,647
Conferences and Meetings---$5,871
Payroll Taxes---$1,110
Total Functional Expenses$0$0$0$20,899,428

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$20,899,428
Expenses per Audited Statements$20,869,428
Total Expenses per Audited Statements$20,869,428
Expenses Not Reported on Financial Statements$30,000
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Unclaimed Benefits$5,294
Payroll Taxes Payable$-1,799
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 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
No

Governance Explanations

Form 990, Page 6, Part VI, Line 6

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

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

“The president of neca-ibew local no. 364 has the authority to appoint 3 union representatives and the local chapter of the national electrical contractors association has the authority to appoint 3 contractor representatives.”

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

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

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

“The board of trustees monitors and enforces compliance.”

Form 990, Page 6, Part VI, Line 19

“AVAILABLE UPON REQUEST.”

Filing and Contact Details

Filer

Filer Name
Neca-ibew Local No 364
EIN
41-1677804
Phone
8153986282
Address
6820 MILL ROAD, ROCKFORD, IL 61108

Signing Officer

Name
Alan Golden
Title
Trustee
Phone
5173217502
Signed
2025-06-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Cargill
Formed
1990
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
5
Employees
44

Preparer

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

Financial Statement Notes

Schedule D, Page 3, Part X

“The fund has adopted fasb asc 740-10-25, accounting for uncertainty in income taxes. The fund will record a liability for uncertain tax positions when it is more likely than not that a tax position would not be sustained if examined by the taxing authority. The fund continually evaluates expiring statutes of limitations, audits, proposed settlements, changes in tax law and new authoritative rulings. The fund administrator's evaluation on september 30, 2024 revealed no uncertain tax positions that would have a material impact on the financial statements. The 2020 through 2022 tax years remain subject to examination by the irs. The fund administrator does not believe that any reasonable possible changes will occur within the next twelve months that will have a material impact on the financial statements.”

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.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND HAS ADOPTED FASB ASC 740-10-25, ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES. THE FUND WILL RECORD A LIABILITY FOR UNCERTAIN TAX POSITIONS WHEN IT IS MORE LIKELY THAN NOT THAT A TAX POSITION WOULD NOT BE SUSTAINED IF EXAMINED BY THE TAXING AUTHORITY. THE FUND CONTINUALLY EVALUATES EXPIRING STATUTES OF LIMITATIONS, AUDITS, PROPOSED SETTLEMENTS, CHANGES IN TAX LAW AND NEW AUTHORITATIVE RULINGS. THE FUND ADMINISTRATOR'S EVALUATION ON SEPTEMBER 30, 2024 REVEALED NO UNCERTAIN TAX POSITIONS THAT WOULD HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS. THE 2020 THROUGH 2022 TAX YEARS REMAIN SUBJECT TO EXAMINATION BY THE IRS. THE FUND ADMINISTRATOR DOES NOT BELIEVE THAT ANY REASONABLE POSSIBLE CHANGES WILL OCCUR WITHIN THE NEXT TWELVE MONTHS THAT WILL HAVE A MATERIAL IMPACT ON THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MEMBERSHIP IS MADE UP OF NECA-IBEW LOCAL NO. 364 UNION ELECTRICIANS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PRESIDENT OF NECA-IBEW LOCAL NO. 364 HAS THE AUTHORITY TO APPOINT 3 UNION REPRESENTATIVES AND THE LOCAL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION HAS THE AUTHORITY TO APPOINT 3 CONTRACTOR REPRESENTATIVES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COPIES FOR THE FINAL FORM 990 AND SCHEDULES ARE PRESENTED AND APPROVED AT A BOARD MEETING PRIOR TO BEING FILED WITH THE IRS. BOARD MEMBERS ARE ASKED TO REVIEW THE RETURN INDIVIDUALLY AND TO CONTACT THE RETURN PREPARER, OTHER BOARD MEMBERS, OR EXECUTIVE OFFICERS WITH ANY QUESTIONS OR CONCERNS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE BOARD OF TRUSTEES MONITORS AND ENFORCES COMPLIANCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0PENSION PN
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt2BLDG CORP
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt3LOCL UNION
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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NECA-IBEW LOCAL NO 364
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0WELFARE TRUST FUND
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ERIC J FERNANDEZ & CO
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25

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