Civic Intelligence

International Brotherhood of Elec

EIN 48-6125946 • 501(c)9 • Topeka, KS

View Organization Page

Profile

To provide participating union employees health and welfare benefits

4101 SW Southgate DriveTopeka, KS 66609

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 2022

Liabilities / Revenue

38th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2022

Net Margin

3rd percentile

-293%

Higher net margin than 3% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Top Officer Pay

71st percentile

$96,636

Higher top officer pay than 71% of similar nonprofits.

Top officer pay equals 5.7% of source-year revenue.

501(c)9 • $5M-$10M nonprofits • Source year 2022

Asset Growth

10th percentile

-100%

Faster asset growth than 10% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Revenue Growth

2nd percentile

-71%

Faster revenue growth than 2% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $8,207,661 (-100%) from 2021

Liabilities

Down

$0

Down $3,126,337 (-100%) from 2021

Net Assets

Down

$0

Down $5,081,324 (-100%) from 2021

Operations
Liabilities / Revenue38th percentileNet Margin3rd percentile

Revenue

Down

$1,701,728

Down $4,164,291 (-71%) from 2021

Expenses

Up

$6,681,589

Up $3,179,984 (+91%) from 2021

Net Income

Down

-$4,979,861

Down $7,344,275 (-311%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth10th percentile

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

$10M$5.0M$0Assets 2010: $7,282,532Liabilities 2010: $1,899,471Net Assets 2010: $5,383,0612010Assets 2011: $7,587,266Liabilities 2011: $2,702,759Net Assets 2011: $4,884,5072011Assets 2012: $8,090,675Liabilities 2012: $2,575,383Net Assets 2012: $5,515,2922012Assets 2013: $8,771,302Liabilities 2013: $3,442,900Net Assets 2013: $5,328,4022013Assets 2014: $8,105,937Liabilities 2014: $4,168,580Net Assets 2014: $3,937,3572014Assets 2015: $6,924,413Liabilities 2015: $5,002,219Net Assets 2015: $1,922,1942015Assets 2016: $7,075,051Liabilities 2016: $3,957,819Net Assets 2016: $3,117,2322016Assets 2017: $6,967,268Liabilities 2017: $3,283,340Net Assets 2017: $3,683,9282017Assets 2018: $6,025,204Liabilities 2018: $4,033,869Net Assets 2018: $1,991,3352018Assets 2019: $6,490,695Liabilities 2019: $4,994,691Net Assets 2019: $1,496,0042019Assets 2020: $6,415,633Liabilities 2020: $3,974,158Net Assets 2020: $2,441,4752020Assets 2021: $8,207,661Liabilities 2021: $3,126,337Net Assets 2021: $5,081,3242021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth2nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2010: $2,969,1652010Expenses 2011: $4,353,7372011Expenses 2012: $3,587,2592012Revenue 2013: $4,009,042Expenses 2013: $4,540,591Net Income 2013: -$531,5492013Revenue 2014: $4,338,913Expenses 2014: $5,545,124Net Income 2014: -$1,206,2112014Revenue 2015: $4,146,539Expenses 2015: $5,858,703Net Income 2015: -$1,712,1642015Revenue 2016: $4,499,075Expenses 2016: $3,509,308Net Income 2016: $989,7672016Revenue 2017: $5,043,720Expenses 2017: $4,608,575Net Income 2017: $435,1452017Revenue 2018: $5,225,216Expenses 2018: $6,535,094Net Income 2018: -$1,309,8782018Revenue 2019: $6,315,449Expenses 2019: $7,170,073Net Income 2019: -$854,6242019Revenue 2020: $5,980,237Expenses 2020: $5,166,592Net Income 2020: $813,6452020Revenue 2021: $5,866,019Expenses 2021: $3,501,605Net Income 2021: $2,364,4142021Revenue 2022: $1,701,728Expenses 2022: $6,681,589Net Income 2022: -$4,979,8612022

Highlighted filing

2022

Revenue$1,701,728
Expenses$6,681,589
Net Income-$4,979,861
Open 2022 Filing

Filings

Most recent year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$1,701,728
Expenses
$6,681,589
Net income
-$4,979,861
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$1.70$6.68$4.98
2021Detailed filing. Detailed filing data is available for this year.$8.21$3.13$5.08$5.87$3.50$2.36
2020Detailed filing. Detailed filing data is available for this year.$6.42$3.97$2.44$5.98$5.17$0.81
2019Detailed filing. Detailed filing data is available for this year.$6.49$4.99$1.50$6.32$7.17$0.85
2018Detailed filing. Detailed filing data is available for this year.$6.03$4.03$1.99$5.23$6.54$1.31
2017Detailed filing. Detailed filing data is available for this year.$6.97$3.28$3.68$5.04$4.61$0.44
2016Detailed filing. Detailed filing data is available for this year.$7.08$3.96$3.12$4.50$3.51$0.99
2015Detailed filing. Detailed filing data is available for this year.$6.92$5.00$1.92$4.15$5.86$1.71
2014Detailed filing. Detailed filing data is available for this year.$8.11$4.17$3.94$4.34$5.55$1.21
2013Detailed filing. Detailed filing data is available for this year.$8.77$3.44$5.33$4.01$4.54$0.53
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.09$2.58$5.52$3.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.59$2.70$4.88$4.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.28$1.90$5.38$2.97
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 9, 2023
Return Version
2022v5.0
Gross Receipts
$9,082,232
Mission and Program Overview

Mission

To provide participating union employees health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,776,078--
Rtn Earn Endowment Incm Other Fnds$5,081,324--
Savings and Temporary Cash Investments$756,220--
Accounts Receivable$566,946--
Prepaid Expenses and Deferred Charges$2,668--
Land, Buildings, and Equipment, Net$213--
Total Assets$8,207,661$0▼ $8,207,661
Other Assets Total$105,536--
Liabilities
Other Liabilities$3,058,000--
Accounts Payable and Accrued Expenses$68,337--
Total Liabilities$3,126,337$0▼ $3,126,337
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,081,324$0▼ $5,081,324
Total Liabilities and Net Assets / Fund Balance$8,207,661$0▼ $8,207,661
Compensation and Service Providers
Top Officer Pay71st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Gary MuckenthalerPlan AdminisPT$35,298$61,338$96,636

Board Members and Trustees

NameTitle
Brandon UnderwoodTrustee
Dylan WoodardTrustee
Glen HerringTrustee
Luke ThompsonTrustee
Tom CobleTrustee
Chase EbertAlternate
Dave JelinekAlternate
Robert BauschSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,206,728
Investment Income
$-596,002
Other Revenue
$91,002
Change in Net Assets
$-4,979,861

Audited Revenue Reconciliation

Revenue per Audited Statements
$-1,365,122
Revenue Not Reported on Financial Statements
$3,066,850
Revenue Not Reported on Form 990
$23
Other Revenue Adjustments
$3,058,000
Total Revenue per Audited Statements
$-1,365,099
Total Revenue per Form 990
$1,701,728
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$8,123,478
Salaries, Compensation, and Employee Benefits$151,684
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
All Other Expenses---$108,253
Fees for Services Accounting---$73,339
Other Employee Benefits---$56,597
Other Salaries and Wages---$52,618
Current Officers, Directors, Trustees, and Key Employees---$35,298
Fees for Services Legal---$31,394
Office Expenses---$13,303
Insurance---$12,791
Fees for Service Investment Mgmnt Fees---$8,850
Other Expenses---$7,200
Payroll Taxes---$7,171
Conferences and Meetings---$3,656
Depreciation Depletion---$213
Benefits to Members---$-1,593,573
Total Functional Expenses$0$0$0$6,681,589

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$6,681,589
Expenses per Audited Statements$6,672,739
Total Expenses per Audited Statements$6,672,739
Expenses Not Reported on Financial Statements$8,850
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
Yes
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 11B

“The form 990 is reviewed by gary muckenthaler, plan administrator. The return is the submitted to an officer for signature.”

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

“The organization regularly requires trustees to report any conflicts.”

Form 990, Page 6, Part VI, Line 15A

“The plan administrator's salary is determined by the budget committee.”

Form 990, Page 6, Part VI, Line 19

“Notice is in the summary plan description that documents are available at the plan administrator's office and other specified locations. Certain documents are available with the us department of labor at the public disclosure room of the employee benefits security administration. Annual notice is sent to all participants informing them of the availability of documents.”

Filing and Contact Details

Filer

Filer Name
International Brotherhood of Elec
EIN
48-6125946
Phone
7852676333
Address
4101 SW SOUTHGATE DRIVE, TOPEKA, KS 66609

Signing Officer

Name
Gary Muckenthaler
Title
Plan Administrator
Phone
7852676333
Signed
2023-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gary Muckenthaler
Formed
1966
Legal Domicile
Ks
Voting Board Members
8
Independent Board Members
8
Employees
2
Volunteers
8

Preparer

Firm
Ssc Advisors Inc
Address
8001 COLLEGE BLVD SUITE 200, OVERLAND PARK, KS 66210-1800
Preparer
Scott M Martin CPA
Phone
9134914484
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Dissolution transfer -101,486”

Financial Statement Notes

Schedule D, Page 3, Part X

“The veba trust funding certain benefits of the plan received an exemption letter from the irs dated march 1967, 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. No federal or state income taxes have been recorded in 2022 or 2021 for unrelated business taxable income. 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.”

Schedule D, Page 4, Part XI, Line 4B

“Change in benefit obligations 3,058,000”

Raw XML AppendixShowing 400 of 411 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 VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED MARCH 1967, 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. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2022 OR 2021 FOR UNRELATED BUSINESS TAXABLE INCOME. 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/ExplanationTxt1CHANGE IN BENEFIT OBLIGATIONS 3,058,000
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 4, PART XI, LINE 4B
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IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt02022-06-01
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IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt0EFFECTIVE JUNE 1, 2022, THE TRUSTEES BOUGHT ELIGIBILITY FOR THE PARTICIPANTS INTO THE SOUTHWEST BENEFIT FUND (SBF) AND AMENDED THE COLLECTIVE BARGAINING AGREEMENT FOR ALL FUTURE HEALTH AND WELFARE CONTRIBUTIONS TO BE PAID TO SBF. THE ACCOMPANYING 2022 FINANCIAL STATEMENTS PRESENT CONTRIBUTIONS RELATED TO THE PERIOD FROM JANUARY 1 TO MAY 31, 2022 AND CLAIMS INCURRED PRIOR TO JUNE 1, 2022. EFFECTIVE DECEMBER 31, 2022, THE TRUST WAS TERMINATED AND ALL REMAINING ASSETS, WITH THE EXCEPTION OF A NOMINAL AMOUNT FOR FINAL ADMINISTRATIVE EXPENSES, WERE TRANSFERRED TO SBF FOR THE BENEFIT OF PARTICIPANTS IN 2023.
IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE N
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY GARY MUCKENTHALER, PLAN ADMINISTRATOR. THE RETURN IS THE SUBMITTED TO AN OFFICER FOR SIGNATURE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION REGULARLY REQUIRES TRUSTEES TO REPORT ANY CONFLICTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE PLAN ADMINISTRATOR'S SALARY IS DETERMINED BY THE BUDGET COMMITTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NOTICE IS IN THE SUMMARY PLAN DESCRIPTION THAT DOCUMENTS ARE AVAILABLE AT THE PLAN ADMINISTRATOR'S OFFICE AND OTHER SPECIFIED LOCATIONS. CERTAIN DOCUMENTS ARE AVAILABLE WITH THE US DEPARTMENT OF LABOR AT THE PUBLIC DISCLOSURE ROOM OF THE EMPLOYEE BENEFITS SECURITY ADMINISTRATION. ANNUAL NOTICE IS SENT TO ALL PARTICIPANTS INFORMING THEM OF THE AVAILABILITY OF DOCUMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DISSOLUTION TRANSFER -101,486
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 15A
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART XI, LINE 9
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ReturnHeader/BuildTS02023-04-26 12:10:37Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02023-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INTERNATIONAL BROTHERHOOD OF ELEC
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