Civic Intelligence

Local Union 95 Ibew Vacation Trust Fund

EIN 43-1099024 • 501(c)9 • Joplin, MO

Profile

The plan was formed under an agreement between the national electrical contractors association, inc. And local union no. 95 international brotherhood of electrical workers afl-cio. The plan covers all members of the local union employed under the terms of the bargaining agreement with the members of the n.e.c.a.

3316 S Main StreetJoplin, MO 64804

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2017

Net Margin

33rd percentile

-115%

Higher net margin than 33% of similar nonprofits.

501(c)9 • <$500k nonprofits • Source year 2017

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • <$500k nonprofits • Source year 2017

Asset Growth

46th percentile

-100%

Faster asset growth than 46% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

28th percentile

-89%

Faster revenue growth than 28% of similar nonprofits.

501(c)9 • <$500k nonprofits • Annualized from 2015 to 2017

Assets

Down

$0

Down $6,323 (-100%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Down

$0

Down $6,323 (-100%) from 2016

Revenue

$5,511

No earlier filing loaded for comparison.

Expenses

Up

$11,834

Up $6,512 (+122%) from 2016

Net Income

-$6,323

No earlier filing loaded for comparison.

Trend Graphs

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2011: $24,519Liabilities 2011: $0Net Assets 2011: $24,5192011Assets 2012: $36,167Liabilities 2012: $0Net Assets 2012: $36,1672012Assets 2013: $48,997Liabilities 2013: $0Net Assets 2013: $48,9972013Assets 2014: $116,459Liabilities 2014: $0Net Assets 2014: $116,4592014Assets 2015: $11,645Liabilities 2015: $0Net Assets 2015: $11,6452015Assets 2016: $6,323Net Assets 2016: $6,3232016Assets 2017: $0Net Assets 2017: $02017

Highlighted filing

2017

Assets$0
Liabilities-
Net Assets$0

Operations Trend

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $202,172Expenses 2011: $200,988Net Income 2011: $1,1842011Revenue 2012: $356,279Expenses 2012: $344,631Net Income 2012: $11,6482012Revenue 2013: $280,467Expenses 2013: $267,637Net Income 2013: $12,8302013Revenue 2014: $648,910Expenses 2014: $581,448Net Income 2014: $67,4622014Revenue 2015: $476,345Expenses 2015: $581,159Net Income 2015: -$104,8142015Expenses 2016: $5,3222016Revenue 2017: $5,511Expenses 2017: $11,834Net Income 2017: -$6,3232017

Highlighted filing

2017

Revenue$5,511
Expenses$11,834
Net Income-$6,323

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Sep 15, 2017
Return Version
2016v3.0
Gross Receipts
$5,511
Mission and Program Overview

Mission

The plan was formed under an agreement between the national electrical contractors association, inc. And local union no. 95 international brotherhood of electrical workers afl-cio. The plan covers all members of the local union employed under the terms of the bargaining agreement with the members of the n.e.c.a.

Program Services

DescriptionGrantsExpenses
THE PLAN WAS FORMED UNDER AN AGREEMENT BETWEEN THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. AND LOCAL UNION NO. 95 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AFL-CIO. THE PLAN COVERS ALL MEMBERS OF THE LOCAL UNION EMPLOYED UNDER THE TERMS OF THE BARGAINING AGREEMENT WITH THE MEMBERS OF THE N.E.C.A.--
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
CHRIS BAKERTrustee-$0--
MARK WISWELLTrustee-$0--
JEFF CARTWRIGHTTrustee-$0--
JULIE PERKINSTrustee-$0--
SCOT SPARROWTrustee-$0--
CODY GANDYTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Local Union 95 Ibew Vacation Trust
EIN
43-1099024
Phone
4176892025
Address
3316 S MAIN STREET, JOPLIN, MO 64804

Signing Officer

Name
Chris Baker
Title
Trustee
Phone
4176892025
Signed
2017-09-15
Discuss with paid preparer
Yes

Preparer

Firm
Bohl House & Samek Cpas
Address
1900 S VENTURA AVE STE A, SPRINGFIELD, MO 65804-2714
Preparer
Cynthia M Reichert CPA
Phone
4178822500
Supplemental Narrative

Additional Explanations

Form 990-ez, Part III

The plan was formed under an agreement between the national electrical contractors association, inc. And local union no. 95 international brotherhood of electrical workers afl-cio. The plan covers all members of the local union employed under the terms of the bargaining agreement with the members of the n.e.c.a.

Form 990-ez, Part III, Line 28

The plan was formed under an agreement between the national electrical contractors association, inc. And local union no. 95 international brotherhood of electrical workers afl-cio. The plan covers all members of the local union employed under the terms of the bargaining agreement with the members of the n.e.c.a.

Raw XML Appendix111 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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IRS990EZ/BooksInCareOfDetail/PhoneNum04176232025
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt03316 S MAIN STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0JOPLIN
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MO
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd064804
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt06323
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2JEFF CARTWRIGHT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JULIE PERKINS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4SCOT SPARROW
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0true
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE PLAN WAS FORMED UNDER AN AGREEMENT BETWEEN THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. AND LOCAL UNION NO. 95 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AFL-CIO. THE PLAN COVERS ALL MEMBERS OF THE LOCAL UNION EMPLOYED UNDER THE TERMS OF THE BARGAINING AGREEMENT WITH THE MEMBERS OF THE N.E.C.A.
IRS990EZ/ProgramServiceRevenueAmt05511
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE PLAN WAS FORMED UNDER AN AGREEMENT BETWEEN THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. AND LOCAL UNION NO. 95 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AFL-CIO. THE PLAN COVERS ALL MEMBERS OF THE LOCAL UNION EMPLOYED UNDER THE TERMS OF THE BARGAINING AGREEMENT WITH THE MEMBERS OF THE N.E.C.A.
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt011834
IRS990EZ/TotalRevenueAmt05511
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0BENEFIT
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleN/AssetsDistributedInd0true
IRS990ScheduleN/BondsOutstandingInd0false
IRS990ScheduleN/DirectorOfSuccessorInd0false
IRS990ScheduleN/EmployeeOfSuccessorInd0false
IRS990ScheduleN/LiabilitiesPaidInd0true
IRS990ScheduleN/OwnerOfSuccessorInd0false
IRS990ScheduleN/ReceiveCompensationInd0false
IRS990ScheduleN/RequiredToNotifyAGInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE PLAN WAS FORMED UNDER AN AGREEMENT BETWEEN THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. AND LOCAL UNION NO. 95 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AFL-CIO. THE PLAN COVERS ALL MEMBERS OF THE LOCAL UNION EMPLOYED UNDER THE TERMS OF THE BARGAINING AGREEMENT WITH THE MEMBERS OF THE N.E.C.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE PLAN WAS FORMED UNDER AN AGREEMENT BETWEEN THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION, INC. AND LOCAL UNION NO. 95 INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS AFL-CIO. THE PLAN COVERS ALL MEMBERS OF THE LOCAL UNION EMPLOYED UNDER THE TERMS OF THE BARGAINING AGREEMENT WITH THE MEMBERS OF THE N.E.C.A.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART III
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART III, LINE 28
ReturnHeader/BuildTS02017-02-10 21:41:12Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0CHRIS BAKER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04176892025
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-09-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LOCAL UNION 95 IBEW VACATION TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FUND
ReturnHeader/Filer/BusinessNameControlTxt0LOCA
ReturnHeader/Filer/EIN0431099024
ReturnHeader/Filer/PhoneNum04176892025
ReturnHeader/Filer/USAddress/AddressLine1Txt03316 S MAIN STREET
ReturnHeader/Filer/USAddress/CityNm0JOPLIN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MO
ReturnHeader/Filer/USAddress/ZIPCd064804
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId021BAC8377C072A003D4D903CBDDD3B36D1A99D5B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId021BAC8377C072A003D4D903CBDDD3B36D1A99D5B
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0453075239
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01900 S VENTURA AVE STE A
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SPRINGFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0658042714
ReturnHeader/PreparerPersonGrp/PhoneNum04178822500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-09-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CYNTHIA M REICHERT CPA
ReturnHeader/ReturnTs02017-10-06T04:26:07-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

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