Civic Intelligence

Electrical Workers Health & Welfare Fund

990 • Fiscal year 2013 • EIN 41-6024782

Jan 01, 2013 to Dec 31, 2013 • Filed on Oct 27, 2014

Organization ProfileN/A

View Organization Page

2002 London Road No 30055812

(218) 728-4231

Siviq Scores

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

Liabilities / Assets

38th percentile

0.01x

Higher debt load relative to assets than 38% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.01x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Net Margin

65th percentile

9.5%

Higher net margin than 65% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Top Officer Pay

78th percentile

$150,894

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 1.4% of source-year revenue.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Source year 2013

Asset Growth

94th percentile

44%

Faster asset growth than 94% of similar nonprofits.

2013 filings • 501(c)9 • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

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

Source year 2013

Balance Sheet
Liabilities / Assets38th percentile

Assets

Up

$13,317,990

Up $4,057,008 (+44%) from 2012

Net Assets

Up

$13,212,427

Up $3,964,966 (+43%) from 2012

Liabilities

Up

$105,563

Up $92,042 (+681%) from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin65th percentile

Revenue

$11,016,097

No earlier filing loaded for comparison.

Expenses

Up

$9,966,221

Up $586,592 (+6.3%) from 2012

Net Income

$1,049,876

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth94th percentile

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

$30M$20M$10M$0Assets 2011: $6,943,329Liabilities 2011: $17,826Net Assets 2011: $6,925,5032011Assets 2012: $9,260,982Liabilities 2012: $13,521Net Assets 2012: $9,247,4612012Assets 2013: $13,317,990Liabilities 2013: $105,563Net Assets 2013: $13,212,4272013Assets 2014: $15,463,296Liabilities 2014: $302,266Net Assets 2014: $15,161,0302014Assets 2015: $17,934,014Liabilities 2015: $181,459Net Assets 2015: $17,752,5552015Assets 2016: $19,146,645Liabilities 2016: $110,849Net Assets 2016: $19,035,7962016Assets 2017: $20,735,738Liabilities 2017: $67,198Net Assets 2017: $20,668,5402017Assets 2018: $20,271,502Liabilities 2018: $131,347Net Assets 2018: $20,140,1552018Assets 2019: $21,377,309Liabilities 2019: $125,642Net Assets 2019: $21,251,6672019Assets 2020: $21,128,053Liabilities 2020: $121,449Net Assets 2020: $21,006,6042020Assets 2021: $27,423,421Liabilities 2021: $568,292Net Assets 2021: $26,855,1292021Assets 2022: $26,375,529Liabilities 2022: $533,379Net Assets 2022: $25,842,1502022Assets 2023: $24,320,151Liabilities 2023: $175,915Net Assets 2023: $24,144,2362023Assets 2024: $22,746,099Liabilities 2024: $118,420Net Assets 2024: $22,627,6792024

Highlighted filing

2013

Assets$13,317,990
Liabilities$105,563
Net Assets$13,212,427
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30M$20M$10M$0-$10MExpenses 2011: $8,259,8392011Expenses 2012: $9,379,6292012Revenue 2013: $11,016,097Expenses 2013: $9,966,221Net Income 2013: $1,049,8762013Revenue 2014: $15,756,744Expenses 2014: $13,984,146Net Income 2014: $1,772,5982014Revenue 2015: $17,724,108Expenses 2015: $14,853,820Net Income 2015: $2,870,2882015Revenue 2016: $15,791,381Expenses 2016: $14,906,800Net Income 2016: $884,5812016Revenue 2017: $16,513,766Expenses 2017: $15,937,966Net Income 2017: $575,8002017Revenue 2018: $16,133,603Expenses 2018: $15,871,270Net Income 2018: $262,3332018Revenue 2019: $17,168,174Expenses 2019: $17,369,538Net Income 2019: -$201,3642019Revenue 2020: $15,738,609Expenses 2020: $16,851,468Net Income 2020: -$1,112,8592020Revenue 2021: $24,491,701Expenses 2021: $18,465,280Net Income 2021: $6,026,4212021Revenue 2022: $25,299,489Expenses 2022: $23,567,283Net Income 2022: $1,732,2062022Revenue 2023: $22,790,040Expenses 2023: $25,626,328Net Income 2023: -$2,836,2882023Revenue 2024: $22,757,767Expenses 2024: $24,543,183Net Income 2024: -$1,785,4162024

Highlighted filing

2013

Revenue$11,016,097
Expenses$9,966,221
Net Income$1,049,876
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
Oct 27, 2014
Return Version
2013v3.0
Gross Receipts
$11,527,230
Mission and Program Overview

Mission

To provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$9,247,461$13,212,427▲ $3,964,966
Investments in Publicly Traded Securities$6,968,140$8,818,830▲ $1,850,690
Cash and Non-Interest-Bearing Accounts$664,083$2,531,972▲ $1,867,889
Accounts Receivable$831,226$1,080,565▲ $249,339
Savings and Temporary Cash Investments$797,308$886,385▲ $89,077
Prepaid Expenses and Deferred Charges$225$238▲ $13
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$9,260,982$13,317,990▲ $4,057,008
Liabilities
Deferred Revenue-$71,694-
Accounts Payable and Accrued Expenses$13,521$17,458▲ $3,937
Other Liabilities$0$16,411▲ $16,411
Total Liabilities$13,521$105,563▲ $92,042
Net Assets / Fund Balance
Total Net Assets Fund Balance$9,247,461$13,212,427▲ $3,964,966
Total Liabilities and Net Assets / Fund Balance$9,260,982$13,317,990▲ $4,057,008
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleOtherTotal
William MajerleTrustee$121,356$121,356
Don SmithTrustee$67,031$67,031
Jim BrownTrustee-past$65,526$65,526

Board Members and Trustees

NameTitle
Dave DomagalaTrustee
Greg TopelTrustee
Harris B Mahan BlairTrustee
Mike LarsonTrustee
Scott JohnsonTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationThird Party Admin-$193,509
BluelinkccsPpo Access Fee-$150,703
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,869,900
Investment Income
$145,839
Other Revenue
$358
Change in Net Assets
$1,049,876

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,981,183
Revenue Not Reported on Financial Statements
$34,914
Revenue Not Reported on Form 990
$626,460
Total Revenue per Audited Statements
$11,607,643
Total Revenue per Form 990
$11,016,097
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$500,245
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$9,465,976
Fees for Services Other---$395,505
Fees for Service Investment Mgmnt Fees---$34,914
Fees for Services Legal---$34,777
Fees for Services Accounting---$16,735
Office Expenses---$7,700
Other Expenses---$1,950
Insurance---$187
Total Functional Expenses$0$0$0$9,966,221

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$9,966,221
Expenses per Audited Statements$9,931,307
Total Expenses per Audited Statements$9,931,307
Expenses Not Reported on Financial Statements$34,914
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Reciprocity Payable$16,411
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
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the trustees retain the ultimate responsibility, the trustees have delegated the day to day administrative duties to wilson-mcshane corporation as the third party administrator of the fund.”

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 11

“Form 990 is provided to and reviewed by the entire board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents and financial statements available to participants, but not to the general public, upon request at the plan office.”

Filing and Contact Details

Filer

EIN
41-6024782
Phone
2187284231

Signing Officer

Name
William Majerle
Title
Trustee
Phone
2187284231
Signed
2014-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Majerle
Formed
1952
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
4
Employees
43
Volunteers
0

Preparer

Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Additional Explanations

FORM 990, PART XI, LINE 9:

“Merger transfer 2,288,630.”

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. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expire.”

Raw XML AppendixShowing 400 of 800 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
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IRS990/PYRevenuesLessExpensesAmt01972373
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt09379629
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt011352002
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IRS990/ReconcilationRevenueExpnssAmt01049876
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IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt09247461
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt013212427
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0797308
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0886385
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt034914
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0626460
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt016411
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0RECIPROCITY PAYABLE
IRS990ScheduleD/RevenueNotReportedAmt0626460
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt034914
IRS990ScheduleD/RevenueSubtotalAmt010981183
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRE.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt028534
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024305
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0GREG TOPEL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0150894
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE TRUSTEES RETAIN THE ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO WILSON-MCSHANE CORPORATION AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BUT NOT TO THE GENERAL PUBLIC, UPON REQUEST AT THE PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4MERGER TRANSFER 2,288,630.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd750

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,317,990
Liabilities
$105,563
Net assets
$13,212,427
Revenue
$11,016,097
Expenses
$9,966,221
Net income
$1,049,876
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$22.7$0.12$22.6$22.8$24.5$1.79
2023Detailed filing. Detailed filing data is available for this year.$24.3$0.18$24.1$22.8$25.6$2.84
2022Detailed filing. Detailed filing data is available for this year.$26.4$0.53$25.8$25.3$23.6$1.73
2021Detailed filing. Detailed filing data is available for this year.$27.4$0.57$26.9$24.5$18.5$6.03
2020Detailed filing. Detailed filing data is available for this year.$21.1$0.12$21.0$15.7$16.9$1.11
2019Detailed filing. Detailed filing data is available for this year.$21.4$0.13$21.3$17.2$17.4$0.20
2018Detailed filing. Detailed filing data is available for this year.$20.3$0.13$20.1$16.1$15.9$0.26
2017Detailed filing. Detailed filing data is available for this year.$20.7$0.07$20.7$16.5$15.9$0.58
2016Detailed filing. Detailed filing data is available for this year.$19.1$0.11$19.0$15.8$14.9$0.88
2015Detailed filing. Detailed filing data is available for this year.$17.9$0.18$17.8$17.7$14.9$2.87
2014Detailed filing. Detailed filing data is available for this year.$15.5$0.30$15.2$15.8$14.0$1.77
2013Detailed filing. Detailed filing data is available for this year.$13.3$0.11$13.2$11.0$9.97$1.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.26$0.01$9.25$9.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.94$0.02$6.93$8.26