Civic Intelligence

Electrical Workers Local 292 Supplemental Unemployment Benefit Plan

990 • Fiscal year 2014 • EIN 41-1876011

May 01, 2013 to Apr 30, 2014 • Filed on Mar 02, 2015

Organization ProfileWWW.IBEW292BENEFITS.ORG

View Organization Page

6900 Wedgwood Road North No 42555311

(763) 493-8830

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

Higher debt load relative to assets than 18% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

20th percentile

0.00x

Higher debt load relative to revenue than 20% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Net Margin

42nd percentile

0.6%

Higher net margin than 42% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

74th percentile

$143,321

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 9.4% of source-year revenue.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2014

Asset Growth

41st percentile

0.7%

Faster asset growth than 41% of similar nonprofits.

2014 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$11,154,043

Up $76,867 (+0.7%) from 2013

Net Assets

Up

$11,153,819

Up $83,078 (+0.8%) from 2013

Liabilities

Down

$224

Down $6,211 (-97%) from 2013

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin42nd percentile

Revenue

$1,524,360

No earlier filing loaded for comparison.

Expenses

Up

$1,515,494

Up $397,072 (+36%) from 2013

Net Income

$8,866

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $9,969,117Liabilities 2011: $4,390Net Assets 2011: $9,964,7272011Assets 2012: $10,224,292Liabilities 2012: $203Net Assets 2012: $10,224,0892012Assets 2013: $11,077,176Liabilities 2013: $6,435Net Assets 2013: $11,070,7412013Assets 2014: $11,154,043Liabilities 2014: $224Net Assets 2014: $11,153,8192014Assets 2015: $11,627,487Liabilities 2015: $7,265Net Assets 2015: $11,620,2222015Assets 2016: $12,321,407Liabilities 2016: $11,228Net Assets 2016: $12,310,1792016Assets 2017: $12,675,085Liabilities 2017: $8,163Net Assets 2017: $12,666,9222017Assets 2018: $13,241,210Liabilities 2018: $20,632Net Assets 2018: $13,220,5782018Assets 2019: $13,445,020Liabilities 2019: $34,489Net Assets 2019: $13,410,5312019Assets 2020: $14,157,140Liabilities 2020: $0Net Assets 2020: $14,157,1402020Assets 2021: $14,488,728Liabilities 2021: $0Net Assets 2021: $14,488,7282021Assets 2022: $13,983,238Liabilities 2022: $0Net Assets 2022: $13,983,2382022Assets 2023: $13,839,749Liabilities 2023: $0Net Assets 2023: $13,839,7492023Assets 2024: $14,135,282Liabilities 2024: $44,000Net Assets 2024: $14,091,2822024Assets 2025: $15,873,818Liabilities 2025: $0Net Assets 2025: $15,873,8182025

Highlighted filing

2014

Assets$11,154,043
Liabilities$224
Net Assets$11,153,819
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $1,798,1152011Expenses 2012: $1,573,6652012Expenses 2013: $1,118,4222013Revenue 2014: $1,524,360Expenses 2014: $1,515,494Net Income 2014: $8,8662014Revenue 2015: $1,588,401Expenses 2015: $1,281,251Net Income 2015: $307,1502015Revenue 2016: $1,861,500Expenses 2016: $1,133,551Net Income 2016: $727,9492016Revenue 2017: $1,533,331Expenses 2017: $1,489,717Net Income 2017: $43,6142017Revenue 2018: $2,098,343Expenses 2018: $1,572,024Net Income 2018: $526,3192018Revenue 2019: $1,733,138Expenses 2019: $1,912,857Net Income 2019: -$179,7192019Revenue 2020: $1,800,652Expenses 2020: $1,495,586Net Income 2020: $305,0662020Revenue 2021: $1,700,536Expenses 2021: $1,666,132Net Income 2021: $34,4042021Revenue 2022: $1,459,997Expenses 2022: $1,394,269Net Income 2022: $65,7282022Revenue 2023: $1,346,307Expenses 2023: $1,247,386Net Income 2023: $98,9212023Revenue 2024: $1,629,726Expenses 2024: $1,307,845Net Income 2024: $321,8812024Revenue 2025: $2,133,029Expenses 2025: $1,003,012Net Income 2025: $1,130,0172025

Highlighted filing

2014

Revenue$1,524,360
Expenses$1,515,494
Net Income$8,866
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2013 to Apr 30, 2014
Signed
Mar 2, 2015
Return Version
2013v4.0
Gross Receipts
$2,389,001
Mission and Program Overview

Mission

To help provide financial security to eligible participants in the event they become unemployed.

Provide supplemental unemployment benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$11,070,741$11,153,819▲ $83,078
Investments in Publicly Traded Securities$10,338,255$10,747,108▲ $408,853
Savings and Temporary Cash Investments$530,437$318,471▼ $211,966
Accounts Receivable$188,867$73,481▼ $115,386
Prepaid Expenses and Deferred Charges$3,770$3,551▼ $219
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-7,389$-12,804▼ $5,415
Total Assets$11,077,176$11,154,043▲ $76,867
Other Assets Total$23,236$24,236▲ $1,000
Liabilities
Accounts Payable and Accrued Expenses$6,435$224▼ $6,211
Total Liabilities$6,435$224▼ $6,211
Net Assets / Fund Balance
Total Net Assets Fund Balance$11,070,741$11,153,819▲ $83,078
Total Liabilities and Net Assets / Fund Balance$11,077,176$11,154,043▲ $76,867
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleOtherTotal
Rodger KretmanTrustee$143,321$143,321
Andrew SnopeTrustee$139,113$139,113
Jeffrey HeimerlTrustee$139,113$139,113

Board Members and Trustees

NameTitle
David MandersonTrustee
Fred JahnkeTrustee
Timothy HolmbergTrustee
Jeff OhmanTrustee- Past

Highest Paid Contractors

ContractorServicesLocationCompensation
Ibew 292 Health Care PlanAdministrative Reimbursement-$137,880
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$1,205,965
Investment Income
$318,395
Other Revenue
$0
Change in Net Assets
$8,866

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,521,674
Revenue Not Reported on Financial Statements
$2,686
Revenue Not Reported on Form 990
$74,212
Total Revenue per Audited Statements
$1,595,886
Total Revenue per Form 990
$1,524,360
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$159,809
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---$1,355,685
Other Expenses---$137,880
Fees for Services Accounting---$8,900
Fees for Services Other---$5,364
Insurance---$3,362
Fees for Service Investment Mgmnt Fees---$2,686
Office Expenses---$1,617
Total Functional Expenses$0$0$0$1,515,494

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,515,494
Expenses per Audited Statements$1,512,808
Total Expenses per Audited Statements$1,512,808
Expenses Not Reported on Financial Statements$2,686
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
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 11

“Form 990 is provided to, reviewed, and approved by the entire board of trustees prior to signature by a trustee.”

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

“The trustees review the plan's conflict of interest policy annually with the plan's attorney and are required to sign an annual certification of compliance with the policy. In addition, to ensure the plan operates in a manner consistent with its purposes and does not engage in activities that could jeopardize its lawful status and fiduciary obligations, periodic reviews of compliance with the conflict of interest policy are conducted.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to participants upon request. These documents are not made available to the public.”

Filing and Contact Details

Filer

EIN
41-1876011
Phone
7634938830

Signing Officer

Name
David Manderson
Title
Trustee
Phone
7634938830
Signed
2015-03-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Manderson
Formed
1997
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
2
Employees
461
Volunteers
0

Preparer

Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan, with the internal revenue service. The plan's returns are subject to examination until the applicable statute of limitations expire.”

Raw XML AppendixShowing 400 of 958 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 PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN, WITH THE INTERNAL REVENUE SERVICE. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FORM 990 IS PROVIDED TO, REVIEWED, AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO SIGNATURE BY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY WITH THE PLAN'S ATTORNEY AND ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$11,154,043
Liabilities
$224
Net assets
$11,153,819
Revenue
$1,524,360
Expenses
$1,515,494
Net income
$8,866
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$15.9$0.00$15.9$2.13$1.00$1.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.1$0.04$14.1$1.63$1.31$0.32
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$0.00$13.8$1.35$1.25$0.10
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.00$14.0$1.46$1.39$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.5$0.00$14.5$1.70$1.67$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.2$0.00$14.2$1.80$1.50$0.31
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.4$0.03$13.4$1.73$1.91$0.18
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.2$0.02$13.2$2.10$1.57$0.53
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.7$0.01$12.7$1.53$1.49$0.04
2016Detailed filing. Detailed filing data is available for this year.$12.3$0.01$12.3$1.86$1.13$0.73
2015Detailed filing. Detailed filing data is available for this year.$11.6$0.01$11.6$1.59$1.28$0.31
2014Detailed filing. Detailed filing data is available for this year.$11.2$0.00$11.2$1.52$1.52$0.01
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.1$0.01$11.1$1.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$10.2$0.00$10.2$1.57
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.97$0.00$9.96$1.80