Civic Intelligence

Electrical Workers Local 369 Benefit Fund

990 • Fiscal year 2013 • EIN 61-0605310

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 27, 2014

Organization ProfileWWW.369BENEFITFUNDS.COM

View Organization Page

906 Minoma Avenue40217
Siviq Scores

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

Liabilities / Assets

36th percentile

0.01x

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

2013 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2013

Asset Growth

32nd percentile

2.9%

Faster asset growth than 32% of similar nonprofits.

2013 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$39,770,528

Up $1,106,130 (+2.9%) from 2012

Net Assets

Up

$39,421,621

Up $1,272,822 (+3.3%) from 2012

Liabilities

Down

$348,907

Down $166,692 (-32%) from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$18,401,657

Up $2,333,759 (+15%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$150M$100M$50M$0Assets 2010: $29,083,299Liabilities 2010: $300,591Net Assets 2010: $28,782,7082010Assets 2011: $33,854,692Liabilities 2011: $316,336Net Assets 2011: $33,538,3562011Assets 2012: $38,664,398Liabilities 2012: $515,599Net Assets 2012: $38,148,7992012Assets 2013: $39,770,528Liabilities 2013: $348,907Net Assets 2013: $39,421,6212013Assets 2014: $45,844,260Liabilities 2014: $803,123Net Assets 2014: $45,041,1372014Assets 2015: $51,762,720Liabilities 2015: $1,393,399Net Assets 2015: $50,369,3212015Assets 2016: $56,770,837Liabilities 2016: $564,507Net Assets 2016: $56,206,3302016Assets 2017: $64,034,947Liabilities 2017: $1,637,063Net Assets 2017: $62,397,8842017Assets 2018: $70,579,505Liabilities 2018: $958,094Net Assets 2018: $69,621,4112018Assets 2019: $74,446,075Liabilities 2019: $774,572Net Assets 2019: $73,671,5032019Assets 2020: $77,935,208Liabilities 2020: $1,207,565Net Assets 2020: $76,727,6432020Assets 2021: $85,406,133Liabilities 2021: $640,731Net Assets 2021: $84,765,4022021Assets 2022: $79,151,989Liabilities 2022: $613,476Net Assets 2022: $78,538,5132022Assets 2023: $88,412,699Liabilities 2023: $638,140Net Assets 2023: $87,774,5592023Assets 2024: $112,261,494Liabilities 2024: $2,446,246Net Assets 2024: $109,815,2482024

Highlighted filing

2013

Assets$39,770,528
Liabilities$348,907
Net Assets$39,421,621
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0Expenses 2010: $15,583,4962010Expenses 2011: $15,303,7122011Revenue 2012: $20,768,499Expenses 2012: $16,067,898Net Income 2012: $4,700,6012012Expenses 2013: $18,401,6572013Revenue 2014: $21,472,984Expenses 2014: $17,371,580Net Income 2014: $4,101,4042014Revenue 2015: $26,227,893Expenses 2015: $21,008,091Net Income 2015: $5,219,8022015Revenue 2016: $28,348,076Expenses 2016: $22,960,384Net Income 2016: $5,387,6922016Revenue 2017: $28,878,915Expenses 2017: $22,741,307Net Income 2017: $6,137,6082017Revenue 2018: $32,384,276Expenses 2018: $26,171,969Net Income 2018: $6,212,3072018Revenue 2019: $30,543,202Expenses 2019: $28,948,599Net Income 2019: $1,594,6032019Revenue 2020: $30,645,354Expenses 2020: $28,927,128Net Income 2020: $1,718,2262020Revenue 2021: $32,623,875Expenses 2021: $28,958,353Net Income 2021: $3,665,5222021Revenue 2022: $35,483,096Expenses 2022: $32,925,528Net Income 2022: $2,557,5682022Revenue 2023: $40,448,534Expenses 2023: $33,507,665Net Income 2023: $6,940,8692023Revenue 2024: $57,499,447Expenses 2024: $38,052,375Net Income 2024: $19,447,0722024

Highlighted filing

2013

Revenue-
Expenses$18,401,657
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 27, 2014
Return Version
2012v2.1
Gross Receipts
$62,522,531
Mission and Program Overview

Mission

Provision of health and welfare benefits to eligible participants.

Filing and Contact Details

Filer

EIN
61-0605310
Raw XML AppendixShowing 400 of 491 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/Form990ScheduleDPartXIII/Explanation0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLANS ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE, AND, ACCORDINGLY, THE TRUSTS NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE IRS, AND THE PLAN ADMINISTRATOR AND THE PLANS TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE PLAN ADMINISTRATOR BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2010.
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IRS990ScheduleO/GeneralExplanation/Explanation0THE ORGANIZATION CONTRACTS WITH ZENITH ADMINISTRATORS TO PERFORM THE MANAGEMENT DUTIES OF THE ORGANIZATION.
IRS990ScheduleO/GeneralExplanation/Explanation1AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/GeneralExplanation/Explanation2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILALBE ON REQUEST.
IRS990ScheduleO/GeneralExplanation/Explanation3THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/GeneralExplanation/Explanation4THE PROCESS HAS NOT CHANGED FROM PRIOR YEAR. THE ORGANIZATION'S BOARD CONTINUES TO SELECT THE INDEPENDENT ACCOUNTANT. THE BOARD MEETS WITH THE INDEPENDENT AUDITOR AT THE CONCLUSION OF THE ANNUAL AUDIT.
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IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine127FALCO ELECTRIC CO INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine128FENTON ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine129GLENWOOD ELECTRIC INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine130GOOCH ELECTRIC INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine131HENDERSON SERVICES LLC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine132HERRICK ELECTRIC CO INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine133HILSCHER-CLARKE ELEC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine134HOOSIER INDUSTRIAL ELEC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine135HYLAND ELECTRIC INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine136IBEW LOC 38 H & W FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine137IBEW LOCAL 124 H&W FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine138IBEW LOCAL 191 HEALTH & WELFAR
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine139IBEW LOCAL 292 FRINGE BEN PLAN
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine140IBEW LOCAL 595 H&W & PENSION
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine141IBEW LOCAL 648 H&W FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine142IBEW LOCAL UNION 369
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine143INDIANAPOLIS ELEC CO INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine144INDUSTRIAL CONTRACTORS INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine145INTERNATIONAL SOLUTIONS INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine146J GEORGE ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine147JAMES H DREW CORP
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine148KY STATE BUILDING & CONS TRADE
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine149L G FOX INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine150LAKE CO IN NECA IBEW H&W
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine151LASWELL ELEC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine152LINK ELECTRIC CO INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine153LOCAL 456 H & W FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine154LOU METRO PUBLIC WORKS DEPT
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine155LOUISVILLE ELECTRICAL JATC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine156LUMINOUS ELECTRIC LLC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine157MAJESTIC ELECTRIC INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine158MARINE ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine159MARTELL ELECTRIC LLC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine160MASTER ELECTRICAL SERVICES INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine161MEINERS ELECTRIC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine162MEL-KAY ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine163MICHIANA AREA ELEC H & W FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine164MIDEASTERN ELECTRIC COMPANY
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine165MOTOR CITY ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine166MUENCH ELECTRICAL SERVICES
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine167NECA IBEW FAMILY MEDICAL CARE
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine168NECA IBEW FAMILY MEDICAL PLAN
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine169NECA LOC 145 IBEW WELFARE FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine170NITRO ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine171PARSONS ELECTRIC LLC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine172PERSONNEL BEN & RETIRE FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine173RAM SOLUTIONS LLC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine174READY ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine175RIVERSIDE ELECTRICAL CONT INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine176SAN FRANCISCO ELEC WORKERS
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine177SAN LUIS OBISPO CO H & W
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine178SECO ELECTRIC CO INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine179SENERGY INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine180SERVICE ONE INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine181SHAMBAUGH & SONS INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine182SNEED SIGN & ELECTRIC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine183SOUTHERN CALIFORNIA IBEW-NECA
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine184SPERZEL ELEC CO INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine185ST PAUL ELEC CONST PLAN
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine186STANDARD ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine187STORMS MCMULLEN ELEC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine188THE STATE GROUP INDUSTRIAL (US
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine189THE WAGNER-SMITH COMPANY
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine190TOLEDO ELEC WELFARE FUND
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine191TOTAL CONCEPT ELECTRIC INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine192TRADE MARK INDUSTRIAL LLC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine193UNITED ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine194URS ENERGY & CONSTRUCTION INC
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine195VOIT ELECTRIC CO
IRS990ScheduleR/Form990ScheduleRPartIV/NameOfRelatedOrg/BusinessNameLine196W & W ELECTRIC CO
IRS990ScheduleR/GiftGrantOrCapContrFrOtherOrg00
IRS990ScheduleR/GiftGrantOrCapContrToOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesFromOtherOrg00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrg00
IRS990ScheduleR/OtherTransferFromOtherOrg00
IRS990ScheduleR/OtherTransferToOtherOrg00
IRS990ScheduleR/PerformOfServicesByOtherOrgs00
IRS990ScheduleR/PerformOfServicesForOtherOrgs00
IRS990ScheduleR/PurchaseOfAssetsFromOtherOrg00

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Filings

Displayed year

2013 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$39,770,528
Liabilities
$348,907
Net assets
$39,421,621
Revenue
-
Expenses
$18,401,657
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$112$2.45$110$57.5$38.1$19.4
2023Summary only. Only limited summary data is available for this year.$88.4$0.64$87.8$40.4$33.5$6.94
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$79.2$0.61$78.5$35.5$32.9$2.56
2021Summary only. Only limited summary data is available for this year.$85.4$0.64$84.8$32.6$29.0$3.67
2020Summary only. Only limited summary data is available for this year.$77.9$1.21$76.7$30.6$28.9$1.72
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$74.4$0.77$73.7$30.5$28.9$1.59
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$70.6$0.96$69.6$32.4$26.2$6.21
2017Summary only. Only limited summary data is available for this year.$64.0$1.64$62.4$28.9$22.7$6.14
2016Detailed filing. Detailed filing data is available for this year.$56.8$0.56$56.2$28.3$23.0$5.39
2015Detailed filing. Detailed filing data is available for this year.$51.8$1.39$50.4$26.2$21.0$5.22
2014Detailed filing. Detailed filing data is available for this year.$45.8$0.80$45.0$21.5$17.4$4.10
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$39.8$0.35$39.4$18.4
2012Summary only. Only limited summary data is available for this year.$38.7$0.52$38.1$20.8$16.1$4.70
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$0.32$33.5$15.3
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$29.1$0.30$28.8$15.6