Civic Intelligence

Electrical Welfare Trust Fund

990 • Fiscal year 2023 • EIN 52-6038507

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 10, 2024

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

48th percentile

0.01x

Higher debt load relative to assets than 48% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Liabilities / Revenue

35th percentile

0.02x

Higher debt load relative to revenue than 35% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Net Margin

62nd percentile

5.2%

Higher net margin than 62% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Top Officer Pay

73rd percentile

$270,156

Higher top officer pay than 73% of similar nonprofits.

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

2023 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2023

Asset Growth

47th percentile

6.2%

Faster asset growth than 47% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Revenue Growth

34th percentile

0.7%

Faster revenue growth than 34% of similar nonprofits.

2023 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets48th percentile

Assets

Up

$282,005,725

Up $16,379,939 (+6.2%) from 2022

Net Assets

Up

$279,472,970

Up $16,965,767 (+6.5%) from 2022

Liabilities

Down

$2,532,755

Down $585,828 (-19%) from 2022

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin62nd percentile

Revenue

Up

$165,022,235

Up $1,112,236 (+0.7%) from 2022

Expenses

Up

$156,498,399

Up $22,286,253 (+17%) from 2022

Net Income

Down

$8,523,836

Down $21,174,017 (-71%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th 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

2023

Assets$282,005,725
Liabilities$2,532,755
Net Assets$279,472,970
Open 2023 Filing

Operations Trend

Revenue Growth34th 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

2023

Revenue$165,022,235
Expenses$156,498,399
Net Income$8,523,836
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 10, 2024
Return Version
2023v5.1
Gross Receipts
$322,536,005
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$262,507,203$279,472,970▲ $16,965,767
Investments in Publicly Traded Securities$223,901,798$239,859,269▲ $15,957,471
Savings and Temporary Cash Investments$0$20,182,357▲ $20,182,357
Accounts Receivable$18,024,964$19,604,015▲ $1,579,051
Cash and Non-Interest-Bearing Accounts$21,402,621$188,163▼ $21,214,458
Land, Buildings, and Equipment, Net$155,296$103,881▼ $51,415
Prepaid Expenses and Deferred Charges$93,272$102,855▲ $9,583
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$265,625,786$282,005,725▲ $16,379,939
Other Assets Total$2,047,835$1,965,185▼ $82,650
Liabilities
Other Liabilities$2,124,911$1,969,174▼ $155,737
Accounts Payable and Accrued Expenses$993,672$563,581▼ $430,091
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$3,118,583$2,532,755▼ $585,828
Net Assets / Fund Balance
Total Net Assets Fund Balance$262,507,203$279,472,970▲ $16,965,767
Total Liabilities and Net Assets / Fund Balance$265,625,786$282,005,725▲ $16,379,939

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$97,408$522,155$619,563
Leasehold Improvements$6,473$49,485$55,958
Other Land Buildings$0$42,452$42,452
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Crystal MilliganClaims Dept ManagerFT$216,964$38,962$255,926
Joseph DabbsTrustee-$171,644$38,962$210,606
Sharon RivettClaims ProcessorFT$151,414$38,962$190,376
Thomas MyersTrustee-$118,822$42,555$161,377
Robin BalintRetirement/Admin Dept ManagerFT$118,201$41,954$160,155
Michael MccarronFUND AdministratorFT$113,596$42,196$155,792

Board Members and Trustees

NameTitle
Brian MoorefieldTrustee
David SingletonTrustee
Paul MellaTrustee
Richard MurphyTrustee
Dawn OakesClaims Processor
James ChambersIt Specialist

Highest Paid Contractors

ContractorServicesLocationCompensation
Bridgeway Benefit Technologies LLCIT Consulting-$654,312
Janus Associates IncConsulting-$477,765
Virta Medical PCMedical Consulting-$319,648
Chartwell Investment PartnersConsulting-$305,138
Continental Technologies IncIT Security-$265,141
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$156,562,521
Investment Income
$8,434,062
Other Revenue
$25,652
Change in Net Assets
$8,523,836

Audited Revenue Reconciliation

Revenue per Audited Statements
$164,519,032
Revenue Not Reported on Financial Statements
$503,203
Revenue Not Reported on Form 990
$8,297,378
Total Revenue per Audited Statements
$172,816,410
Total Revenue per Form 990
$165,022,235
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,402,351
Other Expenses$1,852,727
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$150,243,321--$150,243,321
Other Salaries and Wages-$3,132,162-$3,132,162
Information Technology-$915,287-$915,287
Pension Plan Contributions-$597,408-$597,408
Fees for Service Investment Mgmnt Fees-$503,203-$503,203
Office Expenses-$295,762-$295,762
Payroll Taxes-$272,302-$272,302
Current Officers, Directors, Trustees, and Key Employees-$255,926-$255,926
Fees for Services Legal-$174,963-$174,963
Occupancy-$148,343-$148,343
Other Employee Benefits-$144,553-$144,553
Fees for Services Accounting-$80,750-$80,750
Other Expenses-$78,783-$78,783
Depreciation Depletion-$70,305-$70,305
Insurance-$56,580-$56,580
Advertising-$5,859-$5,859
All Other Expenses-$-782,983-$-782,983
Total Functional Expenses$150,243,321$6,255,078$0$156,498,399

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$156,498,399
Expenses per Audited Statements$155,850,643
Total Expenses per Audited Statements$155,850,643
Expenses Not Reported on Financial Statements$647,756
Other Expense Adjustments$144,553
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$1,969,174
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
Dave Singleton
Title
Trustee
Phone
3017311050
Signed
2024-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dave Singleton
Formed
1949
Legal Domicile
Md
Voting Board Members
6
Independent Board Members
0
Employees
41

Preparer

Firm
Sarfino and Rhoades Llp
Address
11921 ROCKVILLE PIKE SUITE 501, NORTH BETHESDA, MD 20852-2794
Preparer
Brian W Dow CPA
Phone
3017705500
Supplemental Narrative

Additional Explanations

Form 990, Part XI, Line 9

“Health payments to EWTF for EWTF employees.”

Financial Statement Notes

Form 990, Schedule D, Part XII, Line 4B

“Health payments to EWTF for EWTF employees.”

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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0OPERATING LEASE LIABILITY

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$282,005,725
Liabilities
$2,532,755
Net assets
$279,472,970
Revenue
$165,022,235
Expenses
$156,498,399
Net income
$8,523,836
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