Civic Intelligence

Ibew - Neca Health & Welfare Plan

EIN 63-0366157 • 501(c)9 • Mobile, AL

View Organization Page

Profile

Provides hospital, surgical, medical care and diagnostic care.

1717 Old Shell RoadMobile, AL 36604

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

37th percentile

0.00x

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Liabilities / Revenue

42nd percentile

0.00x

Higher debt load relative to revenue than 42% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Net Margin

57th percentile

4.5%

Higher net margin than 57% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Source year 2024

Top Officer Pay

51st percentile

$0

Higher top officer pay than 51% of similar nonprofits.

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

501(c)9 • $5M-$10M nonprofits • Source year 2024

Asset Growth

48th percentile

5.1%

Faster asset growth than 48% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Revenue Growth

51st percentile

6.6%

Faster revenue growth than 51% of similar nonprofits.

501(c)9 • $5M-$10M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets37th percentile

Assets

Up

$8,243,584

Up $402,928 (+5.1%) from 2023

Liabilities

Up

$15,678

Up $1,946 (+14%) from 2023

Net Assets

Up

$8,227,906

Up $400,982 (+5.1%) from 2023

Operations
Liabilities / Revenue42nd percentileNet Margin57th percentile

Revenue

Up

$5,476,877

Up $338,122 (+6.6%) from 2023

Expenses

Up

$5,228,675

Up $467,786 (+9.8%) from 2023

Net Income

Down

$248,202

Down $129,664 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$10M$5.0M$0Assets 2011: $3,051,011Liabilities 2011: $9,598Net Assets 2011: $3,041,4132011Assets 2012: $2,242,918Liabilities 2012: $31,962Net Assets 2012: $2,210,9562012Assets 2013: $2,513,384Liabilities 2013: $4,501Net Assets 2013: $2,508,8832013Assets 2014: $2,445,710Liabilities 2014: $5,452Net Assets 2014: $2,440,2582014Assets 2015: $3,376,222Liabilities 2015: $11,371Net Assets 2015: $3,364,8512015Assets 2016: $0Liabilities 2016: $0Net Assets 2016: $02016Assets 2017: $2,643,779Liabilities 2017: $1,713Net Assets 2017: $2,642,0662017Assets 2018: $3,884,020Liabilities 2018: $37,772Net Assets 2018: $3,846,2482018Assets 2019: $5,234,534Liabilities 2019: $4,790Net Assets 2019: $5,229,7442019Assets 2020: $6,209,272Liabilities 2020: $6,260Net Assets 2020: $6,203,0122020Assets 2021: $7,444,803Liabilities 2021: $8,866Net Assets 2021: $7,435,9372021Assets 2022: $7,418,180Liabilities 2022: $35,457Net Assets 2022: $7,382,7232022Assets 2023: $7,840,656Liabilities 2023: $13,732Net Assets 2023: $7,826,9242023Assets 2024: $8,243,584Liabilities 2024: $15,678Net Assets 2024: $8,227,9062024

Highlighted filing

2024

Assets$8,243,584
Liabilities$15,678
Net Assets$8,227,906
Open 2024 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $3,106,237Expenses 2011: $3,329,507Net Income 2011: -$223,2702011Revenue 2012: $2,758,212Expenses 2012: $3,588,669Net Income 2012: -$830,4572012Revenue 2013: $2,300,384Expenses 2013: $2,002,457Net Income 2013: $297,9272013Revenue 2014: $2,593,330Expenses 2014: $2,661,955Net Income 2014: -$68,6252014Revenue 2015: $2,905,988Expenses 2015: $1,981,395Net Income 2015: $924,5932015Revenue 2016: $2,878,867Expenses 2016: $3,060,591Net Income 2016: -$181,7242016Revenue 2017: $3,202,497Expenses 2017: $3,743,558Net Income 2017: -$541,0612017Revenue 2018: $4,548,443Expenses 2018: $3,344,261Net Income 2018: $1,204,1822018Revenue 2019: $4,882,262Expenses 2019: $3,511,951Net Income 2019: $1,370,3112019Revenue 2020: $4,304,202Expenses 2020: $3,356,020Net Income 2020: $948,1822020Revenue 2021: $4,298,977Expenses 2021: $3,024,753Net Income 2021: $1,274,2242021Revenue 2022: $4,723,685Expenses 2022: $4,620,484Net Income 2022: $103,2012022Revenue 2023: $5,138,755Expenses 2023: $4,760,889Net Income 2023: $377,8662023Revenue 2024: $5,476,877Expenses 2024: $5,228,675Net Income 2024: $248,2022024

Highlighted filing

2024

Revenue$5,476,877
Expenses$5,228,675
Net Income$248,202
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$8,243,584
Liabilities
$15,678
Net assets
$8,227,906
Revenue
$5,476,877
Expenses
$5,228,675
Net income
$248,202
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.24$0.02$8.23$5.48$5.23$0.25
2023Detailed filing. Detailed filing data is available for this year.$7.84$0.01$7.83$5.14$4.76$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.42$0.04$7.38$4.72$4.62$0.10
2021Detailed filing. Detailed filing data is available for this year.$7.44$0.01$7.44$4.30$3.02$1.27
2020Detailed filing. Detailed filing data is available for this year.$6.21$0.01$6.20$4.30$3.36$0.95
2019Summary only. Only limited summary data is available for this year.$5.23$0.00$5.23$4.88$3.51$1.37
2018Detailed filing. Detailed filing data is available for this year.$3.88$0.04$3.85$4.55$3.34$1.20
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.00$2.64$3.20$3.74$0.54
2016Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.88$3.06$0.18
2015Detailed filing. Detailed filing data is available for this year.$3.38$0.01$3.36$2.91$1.98$0.92
2014Summary only. Only limited summary data is available for this year.$2.45$0.01$2.44$2.59$2.66$0.07
2013Summary only. Only limited summary data is available for this year.$2.51$0.00$2.51$2.30$2.00$0.30
2012Summary only. Only limited summary data is available for this year.$2.24$0.03$2.21$2.76$3.59$0.83
2011Summary only. Only limited summary data is available for this year.$3.05$0.01$3.04$3.11$3.33$0.22
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jul 17, 2025
Return Version
2023v6.0
Gross Receipts
$5,476,877
Mission and Program Overview

Mission

Provides hospital, surgical, medical care and diagnostic care.

Benefits for local 505 union members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$7,826,924$8,227,906▲ $400,982
Savings and Temporary Cash Investments$7,311,494$7,564,808▲ $253,314
Accounts Receivable$529,162$678,776▲ $149,614
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$7,840,656$8,243,584▲ $402,928
Liabilities
Accounts Payable and Accrued Expenses$13,732$15,678▲ $1,946
Total Liabilities$13,732$15,678▲ $1,946
Net Assets / Fund Balance
Total Net Assets Fund Balance$7,826,924$8,227,906▲ $400,982
Total Liabilities and Net Assets / Fund Balance$7,840,656$8,243,584▲ $402,928
Compensation and Service Providers
Top Officer Pay51st percentile

Board Members and Trustees

NameTitle
Andrew TaylorTrustee
Andrew VarvoutisTrustee
Brian FreemanTrustee
Michael BakerTrustee
Richard RussellTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,193,084
Investment Income
$283,793
Other Revenue
$0
Change in Net Assets
$248,202

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,476,877
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$152,780
Total Revenue per Audited Statements
$5,629,657
Total Revenue per Form 990
$5,476,877
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$118,924
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members$5,109,751--$5,109,751
Fees for Services Management$82,200--$82,200
Fees for Services Accounting$12,500--$12,500
Office Expenses$7,201--$7,201
Fees for Services Legal$6,199--$6,199
Insurance$3,184--$3,184
Other Expenses$160--$160
Total Functional Expenses$5,228,675$0$0$5,228,675

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$5,228,675
Total Expenses per Audited Statements$5,228,675
Total Expenses per Form 990$5,228,675
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
Annual disclosure for covered persons
Yes
Audit committee
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, Section B, Line 11B

“Board members approve form 990 at board meetings”

Form 990, Part VI, Section B, Line 12C

“Administrator is constantly monitoring the board members”

Form 990, Part VI, Section B, Line 15

“Administrator's compensation is approved by the board”

Form 990, Part VI, Section C, Line 18

“Form 990 is made available upon request”

Form 990, Part VI, Section C, Line 19

“All governing documents, conflict of interest policy, and financial statements are available upon request”

Filing and Contact Details

Filer

Filer Name
Ibew - Neca Health & Welfare Plan
EIN
63-0366157
Phone
2514785412
Address
1717 OLD SHELL ROAD, MOBILE, AL 36604

Signing Officer

Name
Ed Kahalley Jr
Title
Administrator
Phone
2514785412
Signed
2025-07-17
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Ed Kahalley Jr
Formed
1959
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Cri Advisors LLC
Address
1117 BOLL WEEVIL CIRCLE, ENTERPRISE, AL 36330
Preparer
Ashley H Stafford
Phone
3343470088
Supplemental Narrative

Additional Explanations

Form 990, Part XII, Line 2C

“The oversight process has not changed from the prior year.”

Financial Statement Notes

PART X, LINE 2:

“Tax positions are recognized only if it is "more likely than not" that the tax position be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax position is recorded. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Net depreciation in value of investments 152,780.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Net depreciation in value of investments”

Raw XML Appendix320 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/SupplementalInformationDetail/ExplanationTxt0TAX POSITIONS ARE RECOGNIZED ONLY IF IT IS "MORE LIKELY THAN NOT" THAT THE TAX POSITION BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT THAT IS GREATER THAN 50% LIKELY OF BEING REALIZED ON EXAMINATION. FOR TAX POSITIONS NOT MEETING THE "MORE LIKELY THAN NOT" TEST, NO TAX POSITION IS RECORDED. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1NET DEPRECIATION IN VALUE OF INVESTMENTS 152,780.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2NET DEPRECIATION IN VALUE OF INVESTMENTS
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05228675
IRS990ScheduleD/TotalRevenuePerForm990Amt05476877
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt05629657
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05228675
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD MEMBERS APPROVE FORM 990 AT BOARD MEETINGS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ADMINISTRATOR IS CONSTANTLY MONITORING THE BOARD MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ADMINISTRATOR'S COMPENSATION IS APPROVED BY THE BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS MADE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE OVERSIGHT PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART XII, LINE 2C
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt07840656
IRS990/TotalAssetsEOYAmt08243584
IRS990/TotalAssetsGrp/BOYAmt07840656
IRS990/TotalAssetsGrp/EOYAmt08243584
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt05228675
IRS990/TotalFunctionalExpensesGrp/TotalAmt05228675
IRS990/TotalGrossUBIAmt05476877
IRS990/TotalLiabilitiesBOYAmt013732
IRS990/TotalLiabilitiesEOYAmt015678
IRS990/TotalLiabilitiesGrp/BOYAmt013732
IRS990/TotalLiabilitiesGrp/EOYAmt015678
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt07826924
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt08227906
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt05228675
IRS990/TotalProgramServiceRevenueAmt05193084
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05476877
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt05476877
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt07840656
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt08243584
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01717 OLD SHELL ROAD
IRS990/USAddress/CityNm0MOBILE
IRS990/USAddress/StateAbbreviationCd0AL
IRS990/USAddress/ZIPCd036604
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ED KAHALLEY JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0ADMINISTRATOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02514785412
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-07-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0IBEW - NECA HEALTH & WELFARE PLAN
ReturnHeader/Filer/BusinessNameControlTxt0IBEW
ReturnHeader/Filer/EIN0630366157
ReturnHeader/Filer/PhoneNum02514785412
ReturnHeader/Filer/USAddress/AddressLine1Txt01717 OLD SHELL ROAD
ReturnHeader/Filer/USAddress/CityNm0MOBILE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd036604
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0721396621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CRI ADVISORS LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01117 BOLL WEEVIL CIRCLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0ENTERPRISE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036330
ReturnHeader/PreparerPersonGrp/PhoneNum03343470088
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ASHLEY H STAFFORD
ReturnHeader/ReturnTs02025-07-29T09:25:58-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02023-10-01
ReturnHeader/TaxPeriodEndDt02024-09-30
ReturnHeader/TaxYr02023

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