Civic Intelligence

Electrical Workers Local 292 Supplemental Unemployment Benefit Plan

990 • Fiscal year 2021 • EIN 41-1876011

May 01, 2020 to Apr 30, 2021 • Filed on Mar 14, 2022

Organization ProfileWWW.IBEW292BENEFITS.ORG

View Organization Page

6900 Wedgwood Road N No 425Maple Grove, MN 55311

(763) 493-8830

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Net Margin

46th percentile

2.0%

Higher net margin than 46% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

90th percentile

$274,967

Higher top officer pay than 90% of similar nonprofits.

Top officer pay equals 16.2% of source-year revenue.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2021

Asset Growth

36th percentile

2.3%

Faster asset growth than 36% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

26th percentile

-5.6%

Faster revenue growth than 26% of similar nonprofits.

2021 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$14,488,728

Up $331,588 (+2.3%) from 2020

Net Assets

Up

$14,488,728

Up $331,588 (+2.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin46th percentile

Revenue

Down

$1,700,536

Down $100,116 (-5.6%) from 2020

Expenses

Up

$1,666,132

Up $170,546 (+11%) from 2020

Net Income

Down

$34,404

Down $270,662 (-89%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth36th 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

2021

Assets$14,488,728
Liabilities$0
Net Assets$14,488,728
Open 2021 Filing

Operations Trend

Revenue Growth26th percentile

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

2021

Revenue$1,700,536
Expenses$1,666,132
Net Income$34,404
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Mar 14, 2022
Return Version
2020v4.2
Gross Receipts
$3,046,270
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$14,157,140$14,488,728▲ $331,588
Investments in Publicly Traded Securities$12,347,939$12,471,670▲ $123,731
Investments Other Securities$1,405,638$1,450,615▲ $44,977
Cash and Non-Interest-Bearing Accounts$125,043$322,557▲ $197,514
Accounts Receivable$70,000$119,000▲ $49,000
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$14,157,140$14,488,728▲ $331,588
Other Assets Total$208,520$124,886▼ $83,634
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,157,140$14,488,728▲ $331,588
Total Liabilities and Net Assets / Fund Balance$14,157,140$14,488,728▲ $331,588

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,450,615--
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
David MandersonManagement Trustee, Chairman
Daniel FergusonLabor Trustee
Jeffrey HeimerlLabor Trustee
Jennifer MudgeLabor Trustee - Alternate
David FraryLabor Trustee, Secretary
Laura KarowManagement Trustee
Paul KosmidesManagement Trustee
Jerry HeinManagement Trustee - Alter
Carla GruetzmacherAdministrative Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Ibew 292 Health Care PlanAdmin Expense6900 WEDGWOOD ROAD N SUITE 425, Maple Grove, MN 55311$108,171
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$989,856
Investment Income
$710,680
Other Revenue
$0
Change in Net Assets
$34,404

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,693,536
Revenue Not Reported on Financial Statements
$7,000
Revenue Not Reported on Form 990
$297,184
Total Revenue per Audited Statements
$1,990,720
Total Revenue per Form 990
$1,700,536
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$176,765
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---$1,489,367
Other Expenses---$151,699
Fees for Services Accounting---$7,360
Fees for Service Investment Mgmnt Fees---$7,000
Insurance---$3,855
Fees for Services Legal---$2,857
Fees for Services Other---$2,169
Office Expenses---$1,825
Total Functional Expenses$0$0$0$1,666,132

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,666,132
Expenses per Audited Statements$1,659,132
Total Expenses per Audited Statements$1,659,132
Expenses Not Reported on Financial Statements$7,000
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 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, Part VI, Section A, Line 7A

“Three trustees are appointed by the union, and three trustees are appointed by the contractors association. The union and the contractors association may also appoint up to one alternate trustee who will be qualified to act only in the absence of a trustee.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with the authority to act on behalf of the governing body.”

Form 990, Part VI, Section B, Line 11B

“The form 990 is prepared by the organization's public accounting firm based on information provided by management. The 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 this 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 plan makes its governing documents, conflict of interest policy, and financial statements available upon request at the plan office.”

Filing and Contact Details

Filer

Filer Name
Electrical Workers Local 292
EIN
41-1876011
Phone
7634938830
Address
6900 WEDGWOOD ROAD N NO 425, MAPLE GROVE, MN 55311

Signing Officer

Name
David Manderson
Title
Chairman
Phone
7634938830
Signed
2022-03-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Manderson
Formed
1997
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
0
Employees
783
Volunteers
8

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Stacy Meyer
Phone
6123764500
Supplemental Narrative

Additional Explanations

Part XII Line 2C

“The organization has not changed their process for the oversight or the selection of the independent accountant from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exemption letter from the internal revenue service (irs) dated august 12, 1998, stating that the trust is tax-exempt under the provisions of section 501(c)9 of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if it has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 648 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/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt15351
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0984505
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt15351
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt01445944
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0370422
IRS990/PYOtherExpensesAmt049642
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt01430230
IRS990/PYRevenuesLessExpensesAmt0305066
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01495586
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01800652
IRS990/ReconcilationRevenueExpnssAmt034404
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014157140
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt014488728
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt07000
IRS990ScheduleD/ExpensesSubtotalAmt01659132
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt07000
IRS990ScheduleD/InvestmentExpensesNotIncldAmt07000
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0297184
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01450615
IRS990ScheduleD/OtherSecuritiesGrp/Desc0LIMITED LIABILITY COMPANY
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt0297184
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt07000
IRS990ScheduleD/RevenueSubtotalAmt01693536
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED AUGUST 12, 1998, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)9 OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF IT HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt01450615
IRS990ScheduleD/TotalExpensesPerForm990Amt01666132
IRS990ScheduleD/TotalRevenuePerForm990Amt01700536
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01990720
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt01659132
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt020000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0203000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1157989
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2121000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3130980
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4124283
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5117695
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt029260
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt147494
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt249370
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt332316
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt431285
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt535509
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt020543
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt124678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt224678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt318135
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt423898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt523898
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt02164
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt34000
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAVID MANDERSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JEFFREY HEIMERL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JENNIFER MUDGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3CARLA GRUETZMACHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4DANIEL FERGUSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5DAVID FRARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0MANAGEMENT TRUSTEE, CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1LABOR TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2LABOR TRUSTEE - ALTERNATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ADMINISTRATIVE MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4LABOR TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5LABOR TRUSTEE, SECRETARY
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0274967
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1230161
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2195048
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3185431
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4179466
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5177102
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THREE TRUSTEES ARE APPOINTED BY THE UNION, AND THREE TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. THE UNION AND THE CONTRACTORS ASSOCIATION MAY ALSO APPOINT UP TO ONE ALTERNATE TRUSTEE WHO WILL BE QUALIFIED TO ACT ONLY IN THE ABSENCE OF A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE FORM 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. THE FORM 990 IS PROVIDED TO, REVIEWED, AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO SIGNATURE BY A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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 THIS 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/ExplanationTxt4THE PLAN MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION HAS NOT CHANGED THEIR PROCESS FOR THE OVERSIGHT OR THE SELECTION OF THE INDEPENDENT ACCOUNTANT FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5PART XII LINE 2C
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ACE ELECTRICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AID ELECTRIC CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ALDRIDGE ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3AL'S ELECTRIC - METRO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4ARCHITECT MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5AUGUSTA ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6B & B ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7BANKS ELECTRIC CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8BEN FRANKLIN ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9BETHEL ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10BHI ENERGY SPECIALTY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$14,488,728
Liabilities
$0
Net assets
$14,488,728
Revenue
$1,700,536
Expenses
$1,666,132
Net income
$34,404
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
2021Detailed filing. Detailed filing data is available for this year.$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