Civic Intelligence

Electrical Welfare Trust Fund

990 • Fiscal year 2015 • EIN 52-6038507

Jan 01, 2015 to Dec 31, 2015 • Filed on Nov 02, 2016

Organization ProfileWWW.EWTF.ORG

View Organization Page

10003 Derekwood Lane 130Lanham, MD 20706

(301) 731-1050

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Liabilities / Revenue

26th percentile

0.00x

Higher debt load relative to revenue than 26% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Net Margin

19th percentile

-6.0%

Higher net margin than 19% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Top Officer Pay

74th percentile

$239,150

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2015

Asset Growth

26th percentile

-5.7%

Faster asset growth than 26% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Revenue Growth

56th percentile

5.4%

Faster revenue growth than 56% of similar nonprofits.

2015 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$102,996,415

Down $6,233,223 (-5.7%) from 2014

Net Assets

Down

$102,589,330

Down $5,219,862 (-4.8%) from 2014

Liabilities

Down

$407,085

Down $1,013,361 (-71%) from 2014

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin19th percentile

Revenue

Up

$83,380,227

Up $4,308,135 (+5.4%) from 2014

Expenses

Up

$88,382,921

Up $4,721,511 (+5.6%) from 2014

Net Income

Down

-$5,002,694

Down $413,376 (-9.0%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$400M$300M$200M$100M$0Assets 2010: $105,150,085Liabilities 2010: $1,681,708Net Assets 2010: $103,468,3772010Assets 2011: $108,464,509Liabilities 2011: $358,225Net Assets 2011: $108,106,2842011Assets 2012: $115,233,312Liabilities 2012: $332,539Net Assets 2012: $114,900,7732012Assets 2013: $110,755,983Liabilities 2013: $360,445Net Assets 2013: $110,395,5382013Assets 2014: $109,229,638Liabilities 2014: $1,420,446Net Assets 2014: $107,809,1922014Assets 2015: $102,996,415Liabilities 2015: $407,085Net Assets 2015: $102,589,3302015Assets 2016: $115,602,867Liabilities 2016: $609,322Net Assets 2016: $114,993,5452016Assets 2017: $141,893,602Liabilities 2017: $656,015Net Assets 2017: $141,237,5872017Assets 2018: $160,963,686Liabilities 2018: $453,261Net Assets 2018: $160,510,4252018Assets 2019: $203,486,322Liabilities 2019: $701,226Net Assets 2019: $202,785,0962019Assets 2020: $231,343,514Liabilities 2020: $786,685Net Assets 2020: $230,556,8292020Assets 2021: $253,835,800Liabilities 2021: $787,843Net Assets 2021: $253,047,9572021Assets 2022: $265,625,786Liabilities 2022: $3,118,583Net Assets 2022: $262,507,2032022Assets 2023: $282,005,725Liabilities 2023: $2,532,755Net Assets 2023: $279,472,9702023Assets 2024: $300,421,776Liabilities 2024: $3,104,349Net Assets 2024: $297,317,4272024

Highlighted filing

2015

Assets$102,996,415
Liabilities$407,085
Net Assets$102,589,330
Open 2015 Filing

Operations Trend

Revenue Growth56th percentile

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

$200M$100M$0-$100MExpenses 2010: $67,362,3132010Expenses 2011: $68,343,1972011Expenses 2012: $72,518,6832012Revenue 2013: $77,916,573Expenses 2013: $80,032,728Net Income 2013: -$2,116,1552013Revenue 2014: $79,072,092Expenses 2014: $83,661,410Net Income 2014: -$4,589,3182014Revenue 2015: $83,380,227Expenses 2015: $88,382,921Net Income 2015: -$5,002,6942015Revenue 2016: $103,511,392Expenses 2016: $88,567,818Net Income 2016: $14,943,5742016Revenue 2017: $121,738,102Expenses 2017: $96,351,035Net Income 2017: $25,387,0672017Revenue 2018: $129,577,295Expenses 2018: $107,790,910Net Income 2018: $21,786,3852018Revenue 2019: $145,069,732Expenses 2019: $110,511,720Net Income 2019: $34,558,0122019Revenue 2020: $138,682,238Expenses 2020: $116,095,938Net Income 2020: $22,586,3002020Revenue 2021: $156,907,024Expenses 2021: $137,316,103Net Income 2021: $19,590,9212021Revenue 2022: $163,909,999Expenses 2022: $134,212,146Net Income 2022: $29,697,8532022Revenue 2023: $165,022,235Expenses 2023: $156,498,399Net Income 2023: $8,523,8362023Revenue 2024: $195,649,514Expenses 2024: $173,628,539Net Income 2024: $22,020,9752024

Highlighted filing

2015

Revenue$83,380,227
Expenses$88,382,921
Net Income-$5,002,694
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Nov 2, 2016
Return Version
2015v2.1
Gross Receipts
$218,858,029
Mission and Program Overview

Mission

To provide accident, hospital, medical, surgical, dental, prescription, vision, disability, employee assistance, and death benefits for eligible participants as agreed upon by the national electrical contractors association - washington, dc chapter and international brotherhood of electrical workers local union no. 26.

To provide welfare benefits for eligible participants as agreed upon by the national electrical contractors association - washington, dc chapter and ibew local union no. 26.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$107,809,192$102,589,330▼ $5,219,862
Investments in Publicly Traded Securities$96,870,871$88,218,703▼ $8,652,168
Accounts Receivable$10,576,833$12,887,970▲ $2,311,137
Cash and Non-Interest-Bearing Accounts$1,530,940$1,630,497▲ $99,557
Land, Buildings, and Equipment, Net$211,648$197,385▼ $14,263
Prepaid Expenses and Deferred Charges$24,810$47,324▲ $22,514
Savings and Temporary Cash Investments$0$0→ $0
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$109,229,638$102,996,415▼ $6,233,223
Other Assets Total$14,536$14,536→ $0
Liabilities
Accounts Payable and Accrued Expenses$1,420,446$407,085▼ $1,013,361
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Other Liabilities$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$1,420,446$407,085▼ $1,013,361
Net Assets / Fund Balance
Total Net Assets Fund Balance$107,809,192$102,589,330▼ $5,219,862
Total Liabilities and Net Assets / Fund Balance$109,229,638$102,996,415▼ $6,233,223

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$165,175$560,534$725,709
Leasehold Improvements$28,331$13,183$41,514
Other Land Buildings$3,879$24,713$28,592
Compensation and Service Providers
Top Officer Pay74th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Peter KleinFund ManagerFT$197,544$29,756$227,300
Crystal MilliganClaims ManagerFT$121,308$27,740$149,048
Julie LinkinsAccounting Department ManagerFT$119,231$27,740$146,971
Sharon RivettBenefit Admin SpecialistFT$103,230$30,589$133,819

Board Members and Trustees

NameTitle
Andrew PorterTrustee
Joseph DabbsTrustee
Melvin CherryTrustee
Paul MellaTrustee
Ramiro J RamosTrustee
Thomas LawallTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
BasysIt Consulting-$390,293
Coniferconsulting-$291,822
Segalconsulting-$151,236
Dale LawLegal-$135,310
Emdeonclaim pmt processing-$105,004
Revenue and Support

Revenue Composition

Contributions and Grants
$8,500
Program Service Revenue
$82,059,969
Investment Income
$1,276,984
Other Revenue
$34,774
All Other Contributions
$8,500
Change in Net Assets
$-5,002,694

Audited Revenue Reconciliation

Revenue per Audited Statements
$83,380,227
Revenue Not Reported on Form 990
$-217,168
Total Revenue per Audited Statements
$83,163,059
Total Revenue per Form 990
$83,380,227
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$3,923,976
Other Expenses$959,162
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$83,499,783--$83,499,783
Other Salaries and Wages-$2,862,615-$2,862,615
Pension Plan Contributions-$622,036-$622,036
Information Technology-$319,272-$319,272
Office Expenses-$276,482-$276,482
Payroll Taxes-$237,073-$237,073
Fees for Service Investment Mgmnt Fees-$204,103-$204,103
Current Officers, Directors, Trustees, and Key Employees-$202,252-$202,252
Occupancy-$131,446-$131,446
Fees for Services Accounting-$108,689-$108,689
Fees for Services Legal-$102,760-$102,760
Depreciation Depletion-$64,563-$64,563
Other Expenses-$35,075-$35,075
Insurance-$30,852-$30,852
All Other Expenses-$-710,135-$-710,135
Total Functional Expenses$83,499,783$4,883,138$0$88,382,921

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$88,382,921
Total Expenses per Audited Statements$88,382,921
Total Expenses per Form 990$88,382,921
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
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
Yes
Other officer compensation reviewed
Yes
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, Line 19

“Documents are made available to the public upon request.”

Form 990, Part VI, Line 11B

“A copy of the final form 990 was provided to each voting member of the board of trustees, prior to filing.”

Form 990, Part VI, Line 12C

“Monitoring and compliance is facilitated by completion and submission on an annual basis of a written disclosure form by all trustees, officers and key employees, providing in detail any events that give rise to conflict of interest.”

Form 990, Part VI, Line 15

“The compensation of the organization's top management official and any other officers or key employees of the organization are reviewed and approved by a group of trustees who do not have conflict of interest with respect to compensation arrangement. This review will occur no less frequently than annually. Compensation is determined using data of comparable compensation for similarly qualified persons in funtionally comparable positions at similarly situated organizations.”

Form 990, Part VI, Line 1A and 1B

“The governing body consists of six members none of whom are compensated by the organization. However, all six are compensated by employers that contribute to the veba and are now considered related parties based on the new instructions of the form 990. Two of the six are compensated by for-profit entities and meet the volunteer exemption requirement for reporting compensation on the form 990.”

Filing and Contact Details

Filer

Filer Name
Electrical Welfare Trust Fund
EIN
52-6038507
In Care Of
% FUND MANAGER
Phone
3017311050
Address
10003 DEREKWOOD LANE 130, LANHAM, MD 20706

Signing Officer

Name
Peter Klein
Title
Fund Manager
Phone
3017311050
Signed
2016-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Peter Klein Fund Manager
Formed
1949
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
0
Employees
42
Volunteers
0

Preparer

Firm
Sarfino and Rhoades Llp
Address
11921 ROCKVILLE PIKE SUITE 501, NORTH BETHESDA, MD 20852-2794
Preparer
Brian W Dow CPA
Phone
3017705500
Raw XML AppendixShowing 400 of 578 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
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01420446
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0407085
IRS990/AccountsReceivableGrp/BOYAmt010576833
IRS990/AccountsReceivableGrp/EOYAmt012887970
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND IBEW LOCAL UNION NO. 26.
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllOtherContributionsAmt08500
IRS990/AllOtherExpensesGrp/ManagementAndGeneralAmt0-710135
IRS990/AllOtherExpensesGrp/TotalAmt0-710135
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/ProgramServicesAmt083499783
IRS990/BenefitsToMembersGrp/TotalAmt083499783
IRS990/BooksInCareOfDetail/PersonNm0FUND MANAGER
IRS990/BooksInCareOfDetail/PhoneNum03017311050
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt010003 DEREKWOOD LANE SUITE 130
IRS990/BooksInCareOfDetail/USAddress/CityNm0LANHAM
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MD
IRS990/BooksInCareOfDetail/USAddress/ZIPCd020706
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt01530940
IRS990/CashNonInterestBearingGrp/EOYAmt01630497
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt05
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt0202252
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0202252
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0true
IRS990/CompensationProcessOtherInd0true
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0390293
IRS990/ContractorCompensationGrp/CompensationAmt1135310
IRS990/ContractorCompensationGrp/CompensationAmt2105004
IRS990/ContractorCompensationGrp/CompensationAmt3151236
IRS990/ContractorCompensationGrp/CompensationAmt4291822
IRS990/ContractorCompensationGrp/ContractorName/PersonNm0BASYS
IRS990/ContractorCompensationGrp/ContractorName/PersonNm1DALE LAW
IRS990/ContractorCompensationGrp/ContractorName/PersonNm2Emdeon
IRS990/ContractorCompensationGrp/ContractorName/PersonNm3Segal
IRS990/ContractorCompensationGrp/ContractorName/PersonNm4Conifer
IRS990/ContractorCompensationGrp/ServicesDesc0IT CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc1LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc2claim pmt processing
IRS990/ContractorCompensationGrp/ServicesDesc3consulting
IRS990/ContractorCompensationGrp/ServicesDesc4consulting
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt083499783
IRS990/CYContributionsGrantsAmt08500
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01276984
IRS990/CYOtherExpensesAmt0959162
IRS990/CYOtherRevenueAmt034774
IRS990/CYProgramServiceRevenueAmt082059969
IRS990/CYRevenuesLessExpensesAmt0-5002694
IRS990/CYSalariesCompEmpBnftPaidAmt03923976
IRS990/CYTotalExpensesAmt088382921
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt083380227
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DeferredRevenueGrp/BOYAmt00
IRS990/DeferredRevenueGrp/EOYAmt00
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/ManagementAndGeneralAmt064563
IRS990/DepreciationDepletionGrp/TotalAmt064563
IRS990/Desc0HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0false
IRS990/EmployeeCnt042
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/EscrowAccountLiabilityGrp/BOYAmt00
IRS990/EscrowAccountLiabilityGrp/EOYAmt00
IRS990/ExpenseAmt083499783
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt0108689
IRS990/FeesForServicesAccountingGrp/TotalAmt0108689
IRS990/FeesForServicesLegalGrp/ManagementAndGeneralAmt0102760
IRS990/FeesForServicesLegalGrp/TotalAmt0102760
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/TotalAmt00
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/ManagementAndGeneralAmt0204103
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0204103
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt050.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt150.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt250.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt440.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.3
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt640.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt740.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt840.0
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt940.0
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd1X
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt031703
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt132038
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt231690
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt449267
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt625048
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt727740
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt827740
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt930589
IRS990/Form990PartVIISectionAGrp/PersonNm0Joseph Dabbs
IRS990/Form990PartVIISectionAGrp/PersonNm1RAMIRO J RAMOS
IRS990/Form990PartVIISectionAGrp/PersonNm2MELVIN CHERRY
IRS990/Form990PartVIISectionAGrp/PersonNm3Paul Mella
IRS990/Form990PartVIISectionAGrp/PersonNm4ANDREW PORTER
IRS990/Form990PartVIISectionAGrp/PersonNm5THOMAS LAWALL
IRS990/Form990PartVIISectionAGrp/PersonNm6PETER KLEIN
IRS990/Form990PartVIISectionAGrp/PersonNm7CRYSTAL MILLIGAN
IRS990/Form990PartVIISectionAGrp/PersonNm8JULIE LINKINS
IRS990/Form990PartVIISectionAGrp/PersonNm9SHARON RIVETT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt6202252
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt7121308
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt8119231
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt9103230
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0132599
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1143787
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2132194
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4189883
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6FUND MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt7CLAIMS MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt8ACCOUNTING DEPARTMENT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt9Benefit Admin Specialist
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01949
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-1411526
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsPayableGrp/BOYAmt00
IRS990/GrantsPayableGrp/EOYAmt00
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/TotalAmt00
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0134066276
IRS990/GrossReceiptsAmt0218858029
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt0319272
IRS990/InformationTechnologyGrp/TotalAmt0319272
IRS990/InsuranceGrp/ManagementAndGeneralAmt030852
IRS990/InsuranceGrp/TotalAmt030852
IRS990/IntangibleAssetsGrp/BOYAmt00
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/BOYAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt02688510
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02688510
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt00
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt096870871
IRS990/InvestmentsPubTradedSecGrp/EOYAmt088218703
IRS990/IRPDocumentCnt04586
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0598430
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0211648
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0197385
IRS990/LandBldgEquipCostOrOtherBssAmt0795815
IRS990/LegalDomicileStateCd0MD
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0135477802
IRS990/LoanOutstandingInd0false
IRS990/LoansFromOfficersDirectorsGrp/BOYAmt00
IRS990/LoansFromOfficersDirectorsGrp/EOYAmt00
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, EMPLOYEE ASSISTANCE, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 26.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt00
IRS990/MortgNotesPyblScrdInvstPropGrp/EOYAmt00
IRS990/NetAssetsOrFundBalancesBOYAmt0107809192
IRS990/NetAssetsOrFundBalancesEOYAmt0102589330
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-1411526
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1411526
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-217168
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt0131446
IRS990/OccupancyGrp/TotalAmt0131446
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0276482
IRS990/OfficeExpensesGrp/TotalAmt0276482
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt014536
IRS990/OtherAssetsTotalGrp/EOYAmt014536
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0CONSULTANTS
IRS990/OtherExpensesGrp/Desc1POSTAGE
IRS990/OtherExpensesGrp/Desc2PRINTING
IRS990/OtherExpensesGrp/Desc3PCORI
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0168532
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1122041
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2105482
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt335075
IRS990/OtherExpensesGrp/TotalAmt0168532
IRS990/OtherExpensesGrp/TotalAmt1122041
IRS990/OtherExpensesGrp/TotalAmt2105482
IRS990/OtherExpensesGrp/TotalAmt335075
IRS990/OtherLiabilitiesGrp/BOYAmt00
IRS990/OtherLiabilitiesGrp/EOYAmt00
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/Desc0DATA ENTRY FEES
IRS990/OtherRevenueMiscGrp/Desc1MISCELLANEOUS REVENUE
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt018000
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt116774
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt018000
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt116774
IRS990/OtherRevenueTotalAmt034774
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt02862615
IRS990/OtherSalariesAndWagesGrp/TotalAmt02862615
IRS990/OthNotesLoansReceivableNetGrp/BOYAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0237073
IRS990/PayrollTaxesGrp/TotalAmt0237073
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/ManagementAndGeneralAmt0622036
IRS990/PensionPlanContributionsGrp/TotalAmt0622036
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt024810
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt047324
IRS990/PrincipalOfficerNm0PETER KLEIN FUND MANAGER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt082059969
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt082059969
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt077752896
IRS990/PYContributionsGrantsAmt08500
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02802829
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt02033958
IRS990/PYOtherRevenueAmt035468
IRS990/PYProgramServiceRevenueAmt076225295
IRS990/PYRevenuesLessExpensesAmt0-4589318
IRS990/PYSalariesCompEmpBnftPaidAmt03874556
IRS990/PYTotalExpensesAmt083661410
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt079072092
IRS990/RcvblFromDisqualifiedPrsnGrp/BOYAmt00
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/BOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0-5002694
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/PersonalAmt00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0107809192
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0102589330
IRS990/SavingsAndTempCashInvstGrp/BOYAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/EquipmentGrp/BookValueAmt0165175
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0560534
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0725709
IRS990ScheduleD/ExpensesSubtotalAmt088382921
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt028331
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt013183
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt041514
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-217168
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt03879
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt024713
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt028592
IRS990ScheduleD/RevenueNotReportedAmt0-217168
IRS990ScheduleD/RevenueSubtotalAmt083380227
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0197385
IRS990ScheduleD/TotalExpensesPerForm990Amt088382921
IRS990ScheduleD/TotalRevenuePerForm990Amt083380227
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt083163059
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt088382921
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompensationSurveyInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd0false
IRS990ScheduleJ/Form990OfOtherOrganizationsInd0X
IRS990/ScheduleJRequiredInd0true
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3197544
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$102,996,415
Liabilities
$407,085
Net assets
$102,589,330
Revenue
$83,380,227
Expenses
$88,382,921
Net income
-$5,002,694
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$300$3.10$297$196$174$22.0
2023Detailed filing. Detailed filing data is available for this year.$282$2.53$279$165$156$8.52
2022Detailed filing. Detailed filing data is available for this year.$266$3.12$263$164$134$29.7
2021Detailed filing. Detailed filing data is available for this year.$254$0.79$253$157$137$19.6
2020Detailed filing. Detailed filing data is available for this year.$231$0.79$231$139$116$22.6
2019Detailed filing. Detailed filing data is available for this year.$203$0.70$203$145$111$34.6
2018Detailed filing. Detailed filing data is available for this year.$161$0.45$161$130$108$21.8
2017Detailed filing. Detailed filing data is available for this year.$142$0.66$141$122$96.4$25.4
2016Detailed filing. Detailed filing data is available for this year.$116$0.61$115$104$88.6$14.9
2015Detailed filing. Detailed filing data is available for this year.$103$0.41$103$83.4$88.4$5.00
2014Detailed filing. Detailed filing data is available for this year.$109$1.42$108$79.1$83.7$4.59
2013Detailed filing. Detailed filing data is available for this year.$111$0.36$110$77.9$80.0$2.12
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$115$0.33$115$72.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$108$0.36$108$68.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$1.68$103$67.4