Civic Intelligence

Electrical Welfare Trust Fund

990 • Fiscal year 2022 • EIN 52-6038507

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

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

44th percentile

0.01x

Higher debt load relative to assets than 44% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Net Margin

77th percentile

18%

Higher net margin than 77% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Top Officer Pay

70th percentile

$240,078

Higher top officer pay than 70% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2022

Asset Growth

88th percentile

4.6%

Faster asset growth than 88% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Revenue Growth

69th percentile

4.5%

Faster revenue growth than 69% of similar nonprofits.

2022 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$265,625,786

Up $11,789,986 (+4.6%) from 2021

Net Assets

Up

$262,507,203

Up $9,459,246 (+3.7%) from 2021

Liabilities

Up

$3,118,583

Up $2,330,740 (+296%) from 2021

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin77th percentile

Revenue

Up

$163,909,999

Up $7,002,975 (+4.5%) from 2021

Expenses

Down

$134,212,146

Down $3,103,957 (-2.3%) from 2021

Net Income

Up

$29,697,853

Up $10,106,932 (+52%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2022

Assets$265,625,786
Liabilities$3,118,583
Net Assets$262,507,203
Open 2022 Filing

Operations Trend

Revenue Growth69th 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

2022

Revenue$163,909,999
Expenses$134,212,146
Net Income$29,697,853
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$237,111,397
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$253,047,957$262,507,203▲ $9,459,246
Investments in Publicly Traded Securities$224,396,012$223,901,798▼ $494,214
Cash and Non-Interest-Bearing Accounts$11,237,560$21,402,621▲ $10,165,061
Accounts Receivable$18,023,251$18,024,964▲ $1,713
Land, Buildings, and Equipment, Net$94,551$155,296▲ $60,745
Prepaid Expenses and Deferred Charges$69,890$93,272▲ $23,382
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$253,835,800$265,625,786▲ $11,789,986
Other Assets Total$14,536$2,047,835▲ $2,033,299
Liabilities
Other Liabilities$0$2,124,911▲ $2,124,911
Accounts Payable and Accrued Expenses$787,843$993,672▲ $205,829
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$787,843$3,118,583▲ $2,330,740
Net Assets / Fund Balance
Total Net Assets Fund Balance$253,047,957$262,507,203▲ $9,459,246
Total Liabilities and Net Assets / Fund Balance$253,835,800$265,625,786▲ $11,789,986

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$146,227$454,457$600,673
Leasehold Improvements$9,080$46,878$55,958
Other Land Buildings$0$42,452$42,452
Compensation and Service Providers
Top Officer Pay70th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Crystal MilliganClaims Dept ManagerFT$200,920$38,357$239,277
Joseph DabbsTrustee-$160,600$38,362$198,962
Sharon RivettClaims ProcessorFT$140,394$38,373$178,767
Michael MccarronFUND AdministratorFT$131,845$45,273$177,118
Thomas MyersTrustee-$124,114$40,351$164,465
Robin BalintRetirement/Admin Dept ManagerFT$122,655$41,363$164,018

Board Members and Trustees

NameTitle
Brian MoorefieldTrustee
David SingletonTrustee
Paul MellaTrustee
Richard MurphyTrustee (Starting 09/22)
George HoganTRUSTEE (Through 07/22)
Dawn OakesClaims Processor
James ChambersIt Specialist

Highest Paid Contractors

ContractorServicesLocationCompensation
Bridgeway Benefit Technologies LLCIT Consulting-$866,587
Janus Associates IncIT Consultant-$539,452
Telligen IncConsulting-$324,290
Chartwell Investment PartnersConsulting-$316,625
Virta Medical PCMedical Consulting-$298,475
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$155,653,177
Investment Income
$8,143,802
Other Revenue
$113,020
Change in Net Assets
$29,697,853

Audited Revenue Reconciliation

Revenue per Audited Statements
$163,389,692
Revenue Not Reported on Financial Statements
$520,307
Revenue Not Reported on Form 990
$-20,238,607
Total Revenue per Audited Statements
$143,151,085
Total Revenue per Form 990
$163,909,999
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$5,545,718
Other Expenses$2,047,819
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$126,618,609--$126,618,609
Other Salaries and Wages-$4,056,679-$4,056,679
Information Technology-$1,045,441-$1,045,441
Pension Plan Contributions-$925,035-$925,035
Fees for Service Investment Mgmnt Fees-$520,307-$520,307
Payroll Taxes-$324,728-$324,728
Office Expenses-$268,684-$268,684
Fees for Services Legal-$250,183-$250,183
Current Officers, Directors, Trustees, and Key Employees-$239,276-$239,276
Occupancy-$184,965-$184,965
Fees for Services Accounting-$75,325-$75,325
Other Expenses-$70,785-$70,785
Depreciation Depletion-$69,452-$69,452
Insurance-$50,801-$50,801
Advertising-$1,385-$1,385
All Other Expenses-$-1,069,129-$-1,069,129
Total Functional Expenses$126,618,609$7,593,537$0$134,212,146

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$134,212,146
Expenses per Audited Statements$133,691,839
Total Expenses per Audited Statements$133,691,839
Expenses Not Reported on Financial Statements$520,307
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Operating Lease Liability$2,124,911
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
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. Three 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
Thomas Myers
Title
Trustee
Phone
3017311050
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Thomas Myers
Formed
1949
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
0
Employees
43

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/Form990PartVIISectionAGrp/TitleTxt1FUND Administrator
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee (Starting 09/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt4CLAIMS DEPT MANAGER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE (Through 07/22)
IRS990/Form990PartVIISectionAGrp/TitleTxt6Retirement/Admin Dept Manager
IRS990/Form990PartVIISectionAGrp/TitleTxt7IT SPECIALIST
IRS990/Form990PartVIISectionAGrp/TitleTxt8Claims Processor
IRS990/Form990PartVIISectionAGrp/TitleTxt9Claims Processor
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IRS990/OperateHospitalInd0false
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IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt042452

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$265,625,786
Liabilities
$3,118,583
Net assets
$262,507,203
Revenue
$163,909,999
Expenses
$134,212,146
Net income
$29,697,853
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