Civic Intelligence

Ibew Western Utilities Health & Welfare

EIN 87-0496328 • 501(c)9 • Pleasanton, CA

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Profile

To provide medical, dental, and life insurance benefits to participants of the plan.

7180 Koll Center Parkway 200Pleasanton, CA 94566

n/A

Siviq Scores

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

Liabilities / Assets

66th percentile

0.12x

Higher debt load relative to assets than 66% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Liabilities / Revenue

73rd percentile

0.18x

Higher debt load relative to revenue than 73% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Net Margin

66th percentile

13%

Higher net margin than 66% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Source year 2024

Top Officer Pay

38th percentile

$0

Higher top officer pay than 38% of similar nonprofits.

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

501(c)9 • $50M-$100M nonprofits • Source year 2024

Asset Growth

75th percentile

14%

Faster asset growth than 75% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Revenue Growth

31st percentile

2.5%

Faster revenue growth than 31% of similar nonprofits.

501(c)9 • $50M-$100M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets66th percentile

Assets

Up

$59,782,218

Up $7,230,215 (+14%) from 2023

Liabilities

Up

$7,171,481

Up $150,170 (+2.1%) from 2023

Net Assets

Up

$52,610,737

Up $7,080,045 (+16%) from 2023

Operations
Liabilities / Revenue73rd percentileNet Margin66th percentile

Revenue

Up

$40,441,700

Up $979,562 (+2.5%) from 2023

Expenses

Up

$35,355,483

Up $4,231,251 (+14%) from 2023

Net Income

Down

$5,086,217

Down $3,251,689 (-39%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth75th percentile

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

$60M$40M$20M$0Assets 2010: $11,759,394Liabilities 2010: $6,738,702Net Assets 2010: $5,020,6922010Assets 2011: $12,963,403Liabilities 2011: $6,319,618Net Assets 2011: $6,643,7852011Assets 2012: $15,392,127Liabilities 2012: $7,508,408Net Assets 2012: $7,883,7192012Assets 2013: $19,248,612Liabilities 2013: $8,074,508Net Assets 2013: $11,174,1042013Assets 2014: $17,042,403Liabilities 2014: $5,721,733Net Assets 2014: $11,320,6702014Assets 2015: $16,521,099Liabilities 2015: $8,376,520Net Assets 2015: $8,144,5792015Assets 2016: $18,635,536Liabilities 2016: $6,869,133Net Assets 2016: $11,766,4032016Assets 2017: $24,792,251Liabilities 2017: $8,753,504Net Assets 2017: $16,038,7472017Assets 2018: $23,111,781Liabilities 2018: $8,410,173Net Assets 2018: $14,701,6082018Assets 2019: $29,023,417Liabilities 2019: $7,003,207Net Assets 2019: $22,020,2102019Assets 2020: $34,621,739Liabilities 2020: $5,728,478Net Assets 2020: $28,893,2612020Assets 2021: $43,158,941Liabilities 2021: $8,551,823Net Assets 2021: $34,607,1182021Assets 2022: $42,115,469Liabilities 2022: $7,418,281Net Assets 2022: $34,697,1882022Assets 2023: $52,552,003Liabilities 2023: $7,021,311Net Assets 2023: $45,530,6922023Assets 2024: $59,782,218Liabilities 2024: $7,171,481Net Assets 2024: $52,610,7372024

Highlighted filing

2024

Assets$59,782,218
Liabilities$7,171,481
Net Assets$52,610,737
Open 2024 Filing

Operations Trend

Revenue Growth31st percentile

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

$60M$40M$20M$0-$20MExpenses 2010: $30,714,7902010Revenue 2011: $34,535,764Expenses 2011: $32,828,262Net Income 2011: $1,707,5022011Revenue 2012: $35,623,225Expenses 2012: $34,514,355Net Income 2012: $1,108,8702012Revenue 2013: $36,495,785Expenses 2013: $33,800,076Net Income 2013: $2,695,7092013Revenue 2014: $35,497,190Expenses 2014: $34,162,779Net Income 2014: $1,334,4112014Revenue 2015: $37,111,996Expenses 2015: $39,892,851Net Income 2015: -$2,780,8552015Revenue 2016: $38,228,961Expenses 2016: $35,148,595Net Income 2016: $3,080,3662016Revenue 2017: $40,007,571Expenses 2017: $36,844,170Net Income 2017: $3,163,4012017Revenue 2018: $41,050,661Expenses 2018: $41,540,858Net Income 2018: -$490,1972018Revenue 2019: $40,056,024Expenses 2019: $35,133,269Net Income 2019: $4,922,7552019Revenue 2020: $39,396,793Expenses 2020: $34,952,031Net Income 2020: $4,444,7622020Revenue 2021: $38,712,373Expenses 2021: $34,622,542Net Income 2021: $4,089,8312021Revenue 2022: $38,319,248Expenses 2022: $32,065,111Net Income 2022: $6,254,1372022Revenue 2023: $39,462,138Expenses 2023: $31,124,232Net Income 2023: $8,337,9062023Revenue 2024: $40,441,700Expenses 2024: $35,355,483Net Income 2024: $5,086,2172024

Highlighted filing

2024

Revenue$40,441,700
Expenses$35,355,483
Net Income$5,086,217
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$59,782,218
Liabilities
$7,171,481
Net assets
$52,610,737
Revenue
$40,441,700
Expenses
$35,355,483
Net income
$5,086,217
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$59.8$7.17$52.6$40.4$35.4$5.09
2023Detailed filing. Detailed filing data is available for this year.$52.6$7.02$45.5$39.5$31.1$8.34
2022Detailed filing. Detailed filing data is available for this year.$42.1$7.42$34.7$38.3$32.1$6.25
2021Detailed filing. Detailed filing data is available for this year.$43.2$8.55$34.6$38.7$34.6$4.09
2020Detailed filing. Detailed filing data is available for this year.$34.6$5.73$28.9$39.4$35.0$4.44
2019Detailed filing. Detailed filing data is available for this year.$29.0$7.00$22.0$40.1$35.1$4.92
2018Detailed filing. Detailed filing data is available for this year.$23.1$8.41$14.7$41.1$41.5$0.49
2017Detailed filing. Detailed filing data is available for this year.$24.8$8.75$16.0$40.0$36.8$3.16
2016Detailed filing. Detailed filing data is available for this year.$18.6$6.87$11.8$38.2$35.1$3.08
2015Detailed filing. Detailed filing data is available for this year.$16.5$8.38$8.14$37.1$39.9$2.78
2014Detailed filing. Detailed filing data is available for this year.$17.0$5.72$11.3$35.5$34.2$1.33
2013Detailed filing. Detailed filing data is available for this year.$19.2$8.07$11.2$36.5$33.8$2.70
2012Summary only. Only limited summary data is available for this year.$15.4$7.51$7.88$35.6$34.5$1.11
2011Summary only. Only limited summary data is available for this year.$13.0$6.32$6.64$34.5$32.8$1.71
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$6.74$5.02$30.7
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 18, 2025
Return Version
2024v5.2
Gross Receipts
$40,441,700
Mission and Program Overview

Mission

To provide medical, dental and life insurance benefits to participants of the plan.

To provide medical, dental, and life insurance benefits to participants of the plan.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$48,051,532$56,008,005▲ $7,956,473
Cash and Non-Interest-Bearing Accounts$2,492,090$2,414,198▼ $77,892
Accounts Receivable$1,882,304$1,261,274▼ $621,030
Savings and Temporary Cash Investments$103,540$87,729▼ $15,811
Prepaid Expenses and Deferred Charges$22,537$11,012▼ $11,525
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$52,552,003$59,782,218▲ $7,230,215
Other Assets Total-$0-
Liabilities
Other Liabilities$6,067,829$6,382,153▲ $314,324
Accounts Payable and Accrued Expenses$953,482$789,328▼ $164,154
Total Liabilities$7,021,311$7,171,481▲ $150,170
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$45,530,692$52,610,737▲ $7,080,045
Total Net Assets Fund Balance$45,530,692$52,610,737▲ $7,080,045
Total Liabilities and Net Assets / Fund Balance$52,552,003$59,782,218▲ $7,230,215
Compensation and Service Providers
Top Officer Pay38th percentile

Board Members and Trustees

NameTitle
Julie LewisChairperson
Brad RichardsTrustee
Curtis MansfieldTrustee
Elizabeth NielsonTrustee
Eric LarsenTrustee
Kevin OwenTrustee
Nanette QuittTrustee
Travis EriSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
CignaProviderPO BOX 182223, Chattanooga, TN 37422-7223-
benesysadministrator7180 Koll center parkway ste 200, pleasanton, CA 94566-
the segal companyconsultant1501 W Fountainhead Pkwy Ste 370, tempe, AZ 85282-
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$38,321,311
Investment Income
$2,120,389
Other Revenue
$0
Change in Net Assets
$5,086,217

Audited Revenue Reconciliation

Revenue per Audited Statements
$40,391,205
Revenue Not Reported on Financial Statements
$50,495
Revenue Not Reported on Form 990
$1,993,828
Total Revenue per Audited Statements
$42,385,033
Total Revenue per Form 990
$40,441,700
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,358,394
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---$33,997,089
Fees for Services Management---$612,480
Fees for Services Other---$367,795
Fees for Service Investment Mgmnt Fees---$50,495
Fees for Services Legal---$48,280
Insurance---$23,719
All Other Expenses---$22,111
Other Expenses---$20,276
Fees for Services Accounting---$16,246
Conferences and Meetings---$6,631
Office Expenses---$5,097
Total Functional Expenses$0$0$0$35,355,483

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$35,355,483
Expenses per Audited Statements$34,990,664
Total Expenses per Audited Statements$34,990,664
Expenses Not Reported on Financial Statements$364,819
Other Expense Adjustments$314,324
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Claims Incurred but not reported$5,765,000
Health and dental claims payable$617,153
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
No
Other officer compensation reviewed
No
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

“The form 990 is reviewed at the board of trustees meeting prior to filing the return. all board members have the opportunity to ask questions. The board chairman signs the return at the conclusion of the discussion and is responsible for submitting the return.”

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

“Each trustee shall be required to review a copy of the conflict of interest policy and to acknowledge, in writing, that he or she has done so. Each trustee shall annually complete a disclosure form identifying any relationships, positions, or circumstances in which he or she is involved that he or she believes could contribute to any actual or possible conflict of interest that might arise.”

Form 990, Part VI, Section C, Line 19

“The documents and financial statements are available upon request by any interested party.”

Filing and Contact Details

Filer

Filer Name
IBEW Western Utilities Health & Welfare
EIN
87-0496328
Phone
9252089999
Address
7180 Koll Center Parkway 200, Pleasanton, CA 94566

Signing Officer

Name
Julie Lewis
Title
Chairperson
Signed
2025-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Board of Trustees
Formed
1991
Legal Domicile
Ut
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Baldwin Moffitt Behm LLP
Address
8399 E Indian School Rd 201, Scottsdale, AZ 85251
Preparer
Robert H Baldwin
Phone
4807369200
Supplemental Narrative

Financial Statement Notes

Part X : FIN48 Footnote

“The Fund is exempt from Federal income taxes under the provisions of section 501(c)(9) of the Internal Revenue Code. The Fund is also exempt from state income taxes.The Fund has been amended since receiving its exempt status. However, the Fund administrator believes that the Fund is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Therefore, they believe that the Fund is qualified and the related trust was exempt from income taxes as of the financial statement date.Tax years 2022 and forward remain subject to examination for federal income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings.”

Part XII, Line 4B: Other revenue amounts included on 990 but not included in F/S

“change in ibnr $314324”

Raw XML AppendixShowing 400 of 425 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/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt040441700
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IRS990/IncludeFIN48FootnoteInd0true
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt08
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IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/TotalAmt023719
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt02120389
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IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt048051532
IRS990/InvestmentsPubTradedSecGrp/EOYAmt056008005
IRS990/IRPDocumentCnt0899
IRS990/IRPDocumentW2GCnt00
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IRS990/LegalDomicileStateCd0UT
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IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0To provide medical, dental, and life insurance benefits to participants of the plan.
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt045530692
IRS990/NetAssetsOrFundBalancesEOYAmt052610737
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt00
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01993828
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt045530692
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt052610737
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt05097
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0Postage and Shipping
IRS990/OtherExpensesGrp/Desc1Bank Fees
IRS990/OtherExpensesGrp/Desc2Miscellaneous
IRS990/OtherExpensesGrp/Desc3Printing and Publications
IRS990/OtherExpensesGrp/TotalAmt0111297
IRS990/OtherExpensesGrp/TotalAmt147880
IRS990/OtherExpensesGrp/TotalAmt226087
IRS990/OtherExpensesGrp/TotalAmt320276
IRS990/OtherLiabilitiesGrp/BOYAmt06067829
IRS990/OtherLiabilitiesGrp/EOYAmt06382153
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt022537
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt011012
IRS990/PrincipalOfficerNm0Board of Trustees
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/Desc0employer contributions
IRS990/ProgramServiceRevenueGrp/Desc1participant contributions
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt031036381
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt17284930
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt031036381
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt17284930
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt029792486
IRS990/PYInvestmentIncomeAmt01932390
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt01331746
IRS990/PYProgramServiceRevenueAmt037529748
IRS990/PYRevenuesLessExpensesAmt08337906
IRS990/PYTotalExpensesAmt031124232
IRS990/PYTotalRevenueAmt039462138
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt05086217
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0103540
IRS990/SavingsAndTempCashInvstGrp/EOYAmt087729
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0364819
IRS990ScheduleD/ExpensesSubtotalAmt034990664
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt050495
IRS990ScheduleD/InvestmentExpensesNotIncldAmt050495
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01993828
IRS990ScheduleD/OtherExpensesNotIncludedAmt0314324
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt05765000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1617153
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Claims Incurred but not reported
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1Health and dental claims payable
IRS990ScheduleD/RevenueNotReportedAmt01993828
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt050495
IRS990ScheduleD/RevenueSubtotalAmt040391205
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0The Fund is exempt from Federal income taxes under the provisions of section 501(c)(9) of the Internal Revenue Code. The Fund is also exempt from state income taxes.The Fund has been amended since receiving its exempt status. However, the Fund administrator believes that the Fund is currently designed and being operated in compliance with the applicable requirements of the Internal Revenue Code. Therefore, they believe that the Fund is qualified and the related trust was exempt from income taxes as of the financial statement date.Tax years 2022 and forward remain subject to examination for federal income tax purposes. The Fund uses a loss contingency approach for evaluating uncertain tax positions. The Fund continually evaluates expiring statutes of limitations, audits, changes in tax laws and new authoritative rulings.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1change in ibnr $314324
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X : FIN48 Footnote
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XII, Line 4b: Other revenue amounts included on 990 but not included in F/S
IRS990ScheduleD/TotalExpensesPerForm990Amt035355483
IRS990ScheduleD/TotalLiabilityAmt06382153
IRS990ScheduleD/TotalRevenuePerForm990Amt040441700
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt042385033
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt034990664
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0The form 990 is reviewed at the board of trustees meeting prior to filing the return. all board members have the opportunity to ask questions. The board chairman signs the return at the conclusion of the discussion and is responsible for submitting the return.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Each trustee shall be required to review a copy of the conflict of interest policy and to acknowledge, in writing, that he or she has done so. Each trustee shall annually complete a disclosure form identifying any relationships, positions, or circumstances in which he or she is involved that he or she believes could contribute to any actual or possible conflict of interest that might arise.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2The documents and financial statements are available upon request by any interested party.
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 C, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/EIN0870023145
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt0utilitycon
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0Pacificorp
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/AddressLine1Txt0825 ne multnomah street
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/CityNm0Portland
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/USAddress/ZIPCd097232
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0na
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0PAcificorp ibew local 57 retirement
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0870640888
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501c9
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0provide re
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0825 ne multnomah street
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0portland
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0OR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd097232
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
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IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt052552003
IRS990/TotalAssetsEOYAmt059782218
IRS990/TotalAssetsGrp/BOYAmt052552003
IRS990/TotalAssetsGrp/EOYAmt059782218
IRS990/TotalCompGreaterThan150KInd0false
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
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IRS990/TotalFunctionalExpensesGrp/TotalAmt035355483
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt07021311
IRS990/TotalLiabilitiesEOYAmt07171481
IRS990/TotalLiabilitiesGrp/BOYAmt07021311
IRS990/TotalLiabilitiesGrp/EOYAmt07171481
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt045530692
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt052610737
IRS990/TotalProgramServiceRevenueAmt038321311
IRS990/TotalRevenueGrp/ExclusionAmt02120389
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt038321311
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt040441700
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt052552003
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt059782218
IRS990/TravelGrp/TotalAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Julie Lewis

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