Civic Intelligence

Electrical Workers Local 369 Benefit Fund

990 • Fiscal year 2023 • EIN 61-0605310

Jul 01, 2022 to Jun 30, 2023 • Filed on Apr 29, 2024

Organization ProfileWWW.369BENEFITFUNDS.COM

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906 Minoma AvenueLouisville, KY 40217

(502) 635-2611

Siviq Scores

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

Liabilities / Assets

39th percentile

0.01x

Higher debt load relative to assets than 39% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Liabilities / Revenue

37th percentile

0.02x

Higher debt load relative to revenue than 37% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Net Margin

72nd percentile

17%

Higher net margin than 72% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2023

Asset Growth

67th percentile

12%

Faster asset growth than 67% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2023 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets39th percentile

Assets

Flat

$88,412,699

Flat from 2023

Net Assets

Flat

$87,774,559

Flat from 2023

Liabilities

Flat

$638,140

Flat from 2023

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin72nd percentile

Revenue

Flat

$40,448,534

Flat from 2023

Expenses

Flat

$33,507,665

Flat from 2023

Net Income

Flat

$6,940,869

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth67th 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 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

2023

Assets$88,412,699
Liabilities$638,140
Net Assets$87,774,559
Open 2023 Filing

Operations Trend

Revenue Growth77th percentile

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 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

2023

Revenue$40,448,534
Expenses$33,507,665
Net Income$6,940,869
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2022 to Jun 30, 2023
Signed
Apr 29, 2024
Return Version
2022v5.0
Gross Receipts
$73,949,375
Mission and Program Overview

Mission

Provision of health and welfare benefits to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$62,635,342$64,176,601▲ $1,541,259
Investments Other Securities$11,353,796$15,305,794▲ $3,951,998
Accounts Receivable$3,187,638$4,736,083▲ $1,548,445
Cash and Non-Interest-Bearing Accounts$914,936$3,637,456▲ $2,722,520
Savings and Temporary Cash Investments$1,045,585$539,656▼ $505,929
Land, Buildings, and Equipment, Net$14,692$17,109▲ $2,417
Total Assets$79,151,989$88,412,699▲ $9,260,710
Liabilities
Accounts Payable and Accrued Expenses$310,473$322,641▲ $12,168
Deferred Revenue$303,003$315,499▲ $12,496
Total Liabilities$613,476$638,140▲ $24,664
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$78,538,513$87,774,559▲ $9,236,046
Total Net Assets Fund Balance$78,538,513$87,774,559▲ $9,236,046
Total Liabilities and Net Assets / Fund Balance$79,151,989$88,412,699▲ $9,260,710

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$4,324$129,115$133,439
Buildings$7,098$101,364$108,462
Equipment$3,187$71,594$74,781
Land$2,500-$2,500
Other Securities$15,305,794--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
David GrossTrustee
Ed Devine IvTrustee
Haynes Perry IvTrustee
Josh QuinnTrustee
Larry WendlerTrustee
Matthew LongworthTrustee
Ricky George JrTrustee
Steve PetersTrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
AnthemAdmin FeesPO BOX 951254, Cleveland, OH 44193$856,726
SegalConsulting Services101 N WACKER DR SUITE 500, Chicago, IL 60606$139,287
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$40,214,863
Investment Income
$116,064
Other Revenue
$117,607
Change in Net Assets
$6,940,869

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,448,534
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$2,295,177
Total Revenue per Audited Statements
$42,743,711
Total Revenue per Form 990
$40,448,534
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$787,278
Salaries, Compensation, and Employee Benefits$632,940
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$32,087,447
Other Salaries and Wages---$408,440
Fees for Service Investment Mgmnt Fees---$246,596
Fees for Services Other---$171,252
Other Employee Benefits---$118,881
Office Expenses---$92,519
Information Technology---$84,647
Pension Plan Contributions---$73,770
Fees for Services Legal---$72,969
Fees for Services Accounting---$34,995
Payroll Taxes---$31,849
Insurance---$19,844
Occupancy---$5,836
Conferences and Meetings---$2,222
Depreciation Depletion---$2,118
Other Expenses---$1,091
Total Functional Expenses$0$0$0$33,507,665

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$33,507,665
Total Expenses per Audited Statements$33,507,665
Total Expenses per Form 990$33,507,665
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“An electronic copy of form 990 is provided to the governing body prior to filing.”

Form 990, Part VI, Section C, Line 19

“Governing documents and financial statements are availalbe on request.”

FORM 990, PART VI, SECTION B LINE 15:

“The organization does not compensate a ceo, executive director, top management official, officers or key employees.”

Filing and Contact Details

Filer

Filer Name
Electrical Workers Local 369
EIN
61-0605310
Phone
5026352611
Address
906 MINOMA AVENUE, LOUISVILLE, KY 40217

Signing Officer

Name
Ricky George Jr
Title
Chairman
Phone
5026352611
Signed
2024-04-29
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ricky George Jr
Formed
1976
Legal Domicile
Ky
Voting Board Members
8
Independent Board Members
8
Employees
84
Volunteers
8

Preparer

Firm
Cherry Bekaert Advisory LLC
Address
101 SOUTH 5TH STREET STE 2100, LOUISVILLE, KY 40202
Preparer
Eleanor a Livingston CPA Mst
Phone
8885871719
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The 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.”

Financial Statement Notes

PART X, LINE 2:

“The trust established under the plan to hold the plan's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code ("irc"), and, accordingly, the trust's 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 plan's tax counsel believe that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. The plan administrator has analyzed the tax positions taken by the plan, and has concluded that as of june 30, 2023 and 2022, there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 485 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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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0117607
IRS990/OtherRevenueTotalAmt0117607
IRS990/OtherSalariesAndWagesGrp/TotalAmt0408440
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt031849
IRS990/PensionPlanContributionsGrp/TotalAmt073770
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0RICKY GEORGE JR
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1EMPLOYEE CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt036938229
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13276634
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt036938229
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13276634
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt031384585
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03884155
IRS990/PYOtherExpensesAmt0930617
IRS990/PYOtherRevenueAmt0536846
IRS990/PYProgramServiceRevenueAmt031062095
IRS990/PYRevenuesLessExpensesAmt02557568
IRS990/PYSalariesCompEmpBnftPaidAmt0610326
IRS990/PYTotalExpensesAmt032925528
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt035483096
IRS990/ReconcilationRevenueExpnssAmt06940869
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01045585
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0539656
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/BuildingsGrp/BookValueAmt07098
IRS990ScheduleD/BuildingsGrp/DepreciationAmt0101364
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0108462
IRS990ScheduleD/EquipmentGrp/BookValueAmt03187
IRS990ScheduleD/EquipmentGrp/DepreciationAmt071594
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt074781
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt033507665
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LandGrp/BookValueAmt02500
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt02500
IRS990ScheduleD/NetUnrealizedGainsInvstAmt02295177
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt04324
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0129115
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0133439
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt015305794
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE FUNDS
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/RevenueNotReportedAmt02295177
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt040448534
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE PLAN TO HOLD THE PLAN'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC"), AND, ACCORDINGLY, THE TRUST'S 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 PLAN'S TAX COUNSEL BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. THE PLAN ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF JUNE 30, 2023 AND 2022, THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017109
IRS990ScheduleD/TotalBookValueSecuritiesAmt015305794
IRS990ScheduleD/TotalExpensesPerForm990Amt033507665
IRS990ScheduleD/TotalRevenuePerForm990Amt040448534
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt042743711
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt033507665
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AN ELECTRONIC COPY OF FORM 990 IS PROVIDED TO THE GOVERNING BODY PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILALBE ON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION DOES NOT COMPENSATE A CEO, EXECUTIVE DIRECTOR, TOP MANAGEMENT OFFICIAL, OFFICERS OR KEY EMPLOYEES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE 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.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B LINE 15:
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0ADVANCED ELEC SYSTEMS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AECON INDUSTRIAL MANAGEMENT LT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ALLTRADE SOLUTIONS LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ALPHA MECHANICAL SERVICEINC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4AP ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5BECKNER ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6BELTLINE ELECTRIC COINC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7BMV ELECTRIC LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8BROADWAY ELECTRIC SERVICECORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9BYRON ELECTRIC DIVISION OF UNI
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10CAPITAL ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11COMPLETELY WIRED INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt12DEBRA-KUEMPEL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt13DELTA SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt14DIECKS ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt15EGIZII ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt16ELEC-TECH SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt17ELECTRIC PLUS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt18ELECTRICAL CERTIFICATIONINC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt19ELECTRICAL CORP OF AMERICA INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt20FE MORAN INC SPEC HAZARD SYS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt21FENTON ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt22GLENWOOD ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt23GOOCH ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt24GRAHAM INDUSTRIAL MAINTENANCE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt25GREATER LOU BUILDING TRADE &CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt26GT ELECTRIC LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt27GULU ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt28HENDERSON SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt29HERRICK ELECTRIC CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt30HOOSIER INDUSTRIAL ELEC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt31HUEN ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt32HUNT ELECTRIC COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt33HYLAND ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt34IBEW LOCAL UNION 369
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt35INTEGRATED POWER & TECHNOLOGY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt36INTERTECH MECHANICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt37J F SHEA CONSTRUCTION INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt38J GIVOO CONSULTANTS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt39J GEORGE SOLUTIONS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt40K&B ELECTRICAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt41KAISER ELECTRICAL CONTRACTORS
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt42KALIBER ELECTRIC LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt43KELSO-BURNETT CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt44KENTUCKIANA ELECTRICAL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt45L G FOX INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt46LASWELL ELEC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt47LAWSON INDUSTRIAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt48LIGHTHOUSE ELECTRICAL CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt49LINK ELECTRIC CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt50LONG-WALKER ELECTRICAL SERVICE
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt51LOU METRO PUBLIC WORKS DEPT
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt52LOUISVILLE ELECTRICAL JATC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt53LUCAS GENERAL CONTRACTING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt54MAG INDUSTRIAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt55MAGNA ELECTRICAL SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt56MAINE AUTOMATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt57MAJESTIC ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt58MASTER ELECTRICAL SERVICES INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt59MEINERS ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt60MOUNTS ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt61MUENCH ELECTRICAL SERVICES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt62MVH ELECTRICAL SERVICES LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt63NATIONAL CONDUCTOR CONSTRUCTOR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt64NKC CONVEYOR INSTALLATION CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt65P 1 GROUP INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt66PERSONNEL BEN & RETIRE FUND
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt67POWER TECH ELECTRIC CO LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt68PRECISION ELECTRICAL CONTRACTO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt69PRITCHARD ELECTRIC COINC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt70READY ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt71RED ROVER ELECTRIC LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt72RIVERSIDE ELECTRICAL CONT INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt73SACHS ELECTRIC COMPANY
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt74SLIFCO ELECTRIC LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt75STANDARD ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt76STERLING BOILER & MECHANICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt77STORMS MCMULLEN ELEC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt78SUPERIOR ELECTRIC GREAT LAKES
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt79TENNESSEE ASSOCIATED ELECTRIC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt80THE STATE GROUP INDUSTRIAL (US
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt81TOTAL CONCEPT ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt82TRADE MARK INDUSTRIAL LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt83T-SQUARED ELECTRICAL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt84UNITED ELECTRIC CO
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt85VEC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt86VERTICAL ELECTRIC LLC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt87WHITEHEAD ELEC COMPANY INC
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$88,412,699
Liabilities
$638,140
Net assets
$87,774,559
Revenue
$40,448,534
Expenses
$33,507,665
Net income
$6,940,869
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
2023Detailed filing. Detailed filing data is available for this year.$88.4$0.64$87.8$40.4$33.5$6.94
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