Civic Intelligence

Ibew - Neca Health & Welfare Plan

990 • Fiscal year 2017 • EIN 63-0366157

Oct 01, 2016 to Sep 30, 2017 • Filed on Feb 28, 2018

Organization ProfileN/A

View Organization Page

1717 Old Shell RoadMobile, AL 36604

(251) 478-5412

Siviq Scores

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

Liabilities / Assets

41st percentile

0.00x

Higher debt load relative to assets than 41% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

41st percentile

0.00x

Higher debt load relative to revenue than 41% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

17th percentile

-17%

Higher net margin than 17% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Revenue Growth

69th percentile

11%

Faster revenue growth than 69% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets41st percentile

Assets

Up

$2,643,779

Up $2,643,779 from 2016

Net Assets

Up

$2,642,066

Up $2,642,066 from 2016

Liabilities

Up

$1,713

Up $1,713 from 2016

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin17th percentile

Revenue

Up

$3,202,497

Up $323,630 (+11%) from 2016

Expenses

Up

$3,743,558

Up $682,967 (+22%) from 2016

Net Income

Down

-$541,061

Down $359,337 (-198%) from 2016

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2017

Assets$2,643,779
Liabilities$1,713
Net Assets$2,642,066
Open 2017 Filing

Operations Trend

Revenue Growth69th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$3,202,497
Expenses$3,743,558
Net Income-$541,061
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Feb 28, 2018
Return Version
2016v3.0
Gross Receipts
$3,202,497
Mission and Program Overview

Mission

Provides hospital, surgical, medical care and diagnostic care.

Benefits for union employees

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,183,127$2,642,066▼ $541,061
Savings and Temporary Cash Investments$2,894,922$2,054,477▼ $840,445
Accounts Receivable$295,582$589,302▲ $293,720
Total Assets$3,190,504$2,643,779▼ $546,725
Liabilities
Accounts Payable and Accrued Expenses$7,377$1,713▼ $5,664
Total Liabilities$7,377$1,713▼ $5,664
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,183,127$2,642,066▼ $541,061
Total Liabilities and Net Assets / Fund Balance$3,190,504$2,643,779▼ $546,725
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Charles FreemanTrustee
Donald AdamsTrustee
Frederick MooreTrustee
Md AlexanderTrustee
Richard RussellTrustee
Tracy LandersTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$3,187,211
Investment Income
$15,286
Other Revenue
$0
Change in Net Assets
$-541,061

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,202,497
Total Revenue per Audited Statements
$3,202,497
Total Revenue per Form 990
$3,202,497
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$92,297
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---$3,651,261
Fees for Services Management---$67,300
Fees for Services Accounting---$7,580
Fees for Services Legal---$5,978
Office Expenses---$1,933
Total Functional Expenses$0$0$0$3,743,558

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,743,558
Total Expenses per Audited Statements$3,743,558
Total Expenses per Form 990$3,743,558
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
Lobbying 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
Backup withholding compliance
Yes
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
Filing and Contact Details

Filer

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

Signing Officer

Name
Ed Kahalley Jr
Title
Plan Manager
Phone
2514785412
Signed
2018-02-28
Discuss with paid preparer
Yes

Organization Details

Formed
1959
Legal Domicile
Al
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Kalifeh Bedsole Adams PC
Address
3224 Executive Park Cir, Mobile, AL 36606
Preparer
Kenneth Bedsole
Phone
2514760314
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Board members approve the form 990 at board meeting”

Pt VI, Line 12C

“Board members are costantly being monitored by administrator”

Pt VI, Line 15A

“Board members approve administrators fees”

Pt VI, Line 15B

“Administrator is only key person”

Form 990EZ, Part I, Line 16

“INSURANCE”

Form 990EZ, Part I, Line 16

“ADMIN FEES”

Form 990EZ, Part I, Line 16

“RECIPROCAL TRANSFER”

Form 990EZ, Part I, Line 16

“ACCUM. ELI. INCREASE”

Financial Statement Notes

Pt X, Line 2

“The plan had no uncertain tax positions that qualify for disclosure in the financial statements”

Raw XML Appendix295 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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ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.248.125.49
ReturnHeader/FilingSecurityInformation/IPDt02018-02-28
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm012:50:30
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Kalifeh Bedsole Adams PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03224 Executive Park Cir
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Mobile
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0AL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd036606
ReturnHeader/PreparerPersonGrp/PhoneNum02514760314
ReturnHeader/PreparerPersonGrp/PreparationDt02018-02-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KENNETH BEDSOLE
ReturnHeader/ReturnTs02018-02-28T12:50:42-08:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,643,779
Liabilities
$1,713
Net assets
$2,642,066
Revenue
$3,202,497
Expenses
$3,743,558
Net income
-$541,061
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