Civic Intelligence

Electrical Welfare Trust Fund

990 • Fiscal year 2017 • EIN 52-6038507

Jan 01, 2017 to Dec 31, 2017 • Filed on Nov 08, 2018

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

32nd percentile

0.00x

Higher debt load relative to assets than 32% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

26th percentile

0.01x

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

80th percentile

21%

Higher net margin than 80% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

84th percentile

$294,069

Higher top officer pay than 84% of similar nonprofits.

Top officer pay equals 0.2% of source-year revenue.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

84th percentile

23%

Faster asset growth than 84% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets32nd percentile

Assets

Up

$141,893,602

Up $26,290,735 (+23%) from 2016

Net Assets

Up

$141,237,587

Up $26,244,042 (+23%) from 2016

Liabilities

Up

$656,015

Up $46,693 (+7.7%) from 2016

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin80th percentile

Revenue

Up

$121,738,102

Up $18,226,710 (+18%) from 2016

Expenses

Up

$96,351,035

Up $7,783,217 (+8.8%) from 2016

Net Income

Up

$25,387,067

Up $10,443,493 (+70%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth84th 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

2017

Assets$141,893,602
Liabilities$656,015
Net Assets$141,237,587
Open 2017 Filing

Operations Trend

Revenue Growth81st 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

2017

Revenue$121,738,102
Expenses$96,351,035
Net Income$25,387,067
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Nov 8, 2018
Return Version
2017v2.3
Gross Receipts
$203,567,731
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$114,993,545$141,237,587▲ $26,244,042
Investments in Publicly Traded Securities$92,061,152$111,817,062▲ $19,755,910
Accounts Receivable$13,050,737$16,335,617▲ $3,284,880
Cash and Non-Interest-Bearing Accounts$10,221,505$13,527,420▲ $3,305,915
Land, Buildings, and Equipment, Net$175,251$145,156▼ $30,095
Prepaid Expenses and Deferred Charges$79,686$53,811▼ $25,875
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$115,602,867$141,893,602▲ $26,290,735
Other Assets Total$14,536$14,536→ $0
Liabilities
Accounts Payable and Accrued Expenses$609,322$656,015▲ $46,693
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$609,322$656,015▲ $46,693
Net Assets / Fund Balance
Total Net Assets Fund Balance$114,993,545$141,237,587▲ $26,244,042
Total Liabilities and Net Assets / Fund Balance$115,602,867$141,893,602▲ $26,290,735

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$103,993$689,811$793,804
Leasehold Improvements$32,693$18,193$50,886
Other Land Buildings$8,470$33,982$42,452
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Joseph DabbsTrustee-$208,746$33,553$242,299
greg warnerTrustee-$152,606$30,232$182,838
thomas myersTrustee-$124,182$30,232$154,414
Sharon RivettBenefit Admin SpecialistFT$101,936$30,509$132,445
Julie LinkinsFormer Accounting ManagerFT$110,070$21,920$131,990

Board Members and Trustees

NameTitle
Andrew PorterTrustee
Paul MellaTrustee
Thomas LawallTrustee
Robin BalintBenefit Admin Specialist
Crystal MilliganClaims Manager
Peter KleinFund Manager

Highest Paid Contractors

ContractorServicesLocationCompensation
Coniferconsulting-$933,020
BasysIt Consulting-$415,656
Dale LawLegal-$233,589
Chartwell Investment PartnersConsulting-$154,109
Sarfino And RhoadesAccounting-$104,594
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$118,923,766
Investment Income
$2,784,403
Other Revenue
$29,933
Change in Net Assets
$25,387,067

Audited Revenue Reconciliation

Revenue per Audited Statements
$121,738,102
Revenue Not Reported on Form 990
$856,975
Total Revenue per Audited Statements
$122,595,077
Total Revenue per Form 990
$121,738,102
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,526,448
Other Expenses$990,973
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$90,833,614--$90,833,614
Other Salaries and Wages-$3,318,610-$3,318,610
Pension Plan Contributions-$678,665-$678,665
Information Technology-$437,734-$437,734
Office Expenses-$359,692-$359,692
Payroll Taxes-$286,874-$286,874
Current Officers, Directors, Trustees, and Key Employees-$242,299-$242,299
Fees for Services Legal-$192,386-$192,386
Fees for Service Investment Mgmnt Fees-$188,166-$188,166
Occupancy-$138,578-$138,578
Fees for Services Accounting-$102,078-$102,078
Depreciation Depletion-$72,688-$72,688
Other Expenses-$45,530-$45,530
Insurance-$32,141-$32,141
All Other Expenses-$-910,743-$-910,743
Total Functional Expenses$90,833,614$5,517,421$0$96,351,035

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$96,351,035
Total Expenses per Audited Statements$96,351,035
Total Expenses per Form 990$96,351,035
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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 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. 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
2018-11-08
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
47
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
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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.
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IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
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IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0286874
IRS990/PayrollTaxesGrp/TotalAmt0286874
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
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IRS990/PensionPlanContributionsGrp/TotalAmt0678665
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt079686
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt053811
IRS990/PrincipalOfficerNm0PETER KLEIN FUND MANAGER
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/PYContributionsGrantsAmt08500
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt06684864
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IRS990/PYOtherExpensesAmt01277576
IRS990/PYOtherRevenueAmt054119
IRS990/PYProgramServiceRevenueAmt096763909
IRS990/PYRevenuesLessExpensesAmt014943574
IRS990/PYSalariesCompEmpBnftPaidAmt04241302
IRS990/PYTotalExpensesAmt088567818
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0103511392
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2149739

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$141,893,602
Liabilities
$656,015
Net assets
$141,237,587
Revenue
$121,738,102
Expenses
$96,351,035
Net income
$25,387,067
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