Civic Intelligence

Electrical Workers Health and Welfare Trust Fund Ibew Local 234

990 • Fiscal year 2018 • EIN 94-6250011

Jun 01, 2017 to May 31, 2018 • Filed on Jan 07, 2019

Organization ProfileN/A

View Organization Page

1731 Technology Dr Ste 570San Jose, CA 95110

(408) 588-3768

Siviq Scores

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

Liabilities / Assets

79th percentile

0.28x

Higher debt load relative to assets than 79% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

90th percentile

0.46x

Higher debt load relative to revenue than 90% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Net Margin

81st percentile

29%

Higher net margin than 81% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2018 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2018

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

32nd percentile

-2.6%

Faster revenue growth than 32% of similar nonprofits.

2018 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets79th percentile

Assets

Up

$9,304,908

Up $905,998 (+11%) from 2017

Net Assets

Up

$6,741,881

Up $1,601,028 (+31%) from 2017

Liabilities

Down

$2,563,027

Down $695,030 (-21%) from 2017

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin81st percentile

Revenue

Down

$5,521,284

Down $148,403 (-2.6%) from 2017

Expenses

Down

$3,920,256

Down $274,523 (-6.5%) from 2017

Net Income

Up

$1,601,028

Up $126,120 (+8.6%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth69th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,200,823Liabilities 2011: $2,237,767Net Assets 2011: $1,963,0562011Assets 2012: $3,009,241Liabilities 2012: $1,461,134Net Assets 2012: $1,548,1072012Assets 2013: $3,335,836Liabilities 2013: $1,808,859Net Assets 2013: $1,526,9772013Assets 2014: $3,567,234Liabilities 2014: $1,633,391Net Assets 2014: $1,933,8432014Assets 2015: $4,203,232Liabilities 2015: $1,790,897Net Assets 2015: $2,412,3352015Assets 2016: $5,632,594Liabilities 2016: $1,958,609Net Assets 2016: $3,673,9852016Assets 2017: $8,398,910Liabilities 2017: $3,258,057Net Assets 2017: $5,140,8532017Assets 2018: $9,304,908Liabilities 2018: $2,563,027Net Assets 2018: $6,741,8812018Assets 2019: $11,581,799Liabilities 2019: $3,130,032Net Assets 2019: $8,451,7672019Assets 2020: $11,424,129Liabilities 2020: $4,388,040Net Assets 2020: $7,036,0892020Assets 2021: $12,831,564Liabilities 2021: $5,272,626Net Assets 2021: $7,558,9382021Assets 2022: $13,137,351Liabilities 2022: $6,055,980Net Assets 2022: $7,081,3712022Assets 2023: $12,946,721Liabilities 2023: $6,309,952Net Assets 2023: $6,636,7692023Assets 2024: $13,251,687Liabilities 2024: $6,171,996Net Assets 2024: $7,079,6912024Assets 2025: $12,057,134Liabilities 2025: $6,809,622Net Assets 2025: $5,247,5122025

Highlighted filing

2018

Assets$9,304,908
Liabilities$2,563,027
Net Assets$6,741,881
Open 2018 Filing

Operations Trend

Revenue Growth32nd percentile

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

$10M$5.0M$0-$5.0MExpenses 2011: $3,364,0702011Revenue 2012: $3,016,882Expenses 2012: $3,427,870Net Income 2012: -$410,9882012Expenses 2013: $3,731,6022013Revenue 2014: $3,756,036Expenses 2014: $3,348,199Net Income 2014: $407,8372014Revenue 2015: $3,899,156Expenses 2015: $3,419,815Net Income 2015: $479,3412015Revenue 2016: $4,596,129Expenses 2016: $3,339,999Net Income 2016: $1,256,1302016Revenue 2017: $5,669,687Expenses 2017: $4,194,779Net Income 2017: $1,474,9082017Revenue 2018: $5,521,284Expenses 2018: $3,920,256Net Income 2018: $1,601,0282018Revenue 2019: $6,205,673Expenses 2019: $4,495,787Net Income 2019: $1,709,8862019Revenue 2020: $6,223,938Expenses 2020: $7,639,616Net Income 2020: -$1,415,6782020Revenue 2021: $7,288,942Expenses 2021: $6,766,093Net Income 2021: $522,8492021Revenue 2022: $7,247,540Expenses 2022: $7,647,983Net Income 2022: -$400,4432022Revenue 2023: $7,384,409Expenses 2023: $7,552,324Net Income 2023: -$167,9152023Revenue 2024: $5,822,432Expenses 2024: $5,758,381Net Income 2024: $64,0512024Revenue 2025: $6,822,841Expenses 2025: $8,895,606Net Income 2025: -$2,072,7652025

Highlighted filing

2018

Revenue$5,521,284
Expenses$3,920,256
Net Income$1,601,028
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Jan 7, 2019
Return Version
2017v2.3
Gross Receipts
$5,521,284
Mission and Program Overview

Mission

To provide health benefits to participants on whose behalf employers contribute in accordance with their collective bargaining agreement.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$6,301,839$7,502,729▲ $1,200,890
Rtn Earn Endowment Incm Other Fnds$5,140,853$6,741,881▲ $1,601,028
Cash and Non-Interest-Bearing Accounts$1,072,033$1,040,440▼ $31,593
Accounts Receivable$1,018,857$750,527▼ $268,330
Prepaid Expenses and Deferred Charges$6,181$11,212▲ $5,031
Other Notes and Loans Receivable, Net$0$0→ $0
Pledges and Grants Receivable$0$0→ $0
Receivable From Disqualified Prsn$0$0→ $0
Receivables From Officers Etc$0$0→ $0
Investments Other Securities$0$0→ $0
Investments Program Related$0$0→ $0
Investments in Publicly Traded Securities$0$0→ $0
Land, Buildings, and Equipment, Net$0$0→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Intangible Assets$0$0→ $0
Inventories for Sale or Use$0$0→ $0
Loans From Officers Directors$0$0→ $0
Total Assets$8,398,910$9,304,908▲ $905,998
Other Assets Total$0$0→ $0
Liabilities
Other Liabilities$2,235,693$2,340,853▲ $105,160
Accounts Payable and Accrued Expenses$1,022,364$222,174▼ $800,190
Grants Payable$0$0→ $0
Mortgage Notes Payable Secured by Investment Property$0$0→ $0
Unsecured Notes Loans Payable$0$0→ $0
Deferred Revenue$0$0→ $0
Escrow Account Liability$0$0→ $0
Tax Exempt Bond Liabilities$0$0→ $0
Total Liabilities$3,258,057$2,563,027▼ $695,030
Net Assets / Fund Balance
Total Net Assets Fund Balance$5,140,853$6,741,881▲ $1,601,028
Total Liabilities and Net Assets / Fund Balance$8,398,910$9,304,908▲ $905,998
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Andrew HartmannTrustee
Frederick JensenTrustee
Jerri ChamplinTrustee
Mike IhnotTrustee
Paul LauesenTrustee
andy gattistrustee

Highest Paid Contractors

ContractorServicesLocationCompensation
BenesysAdministrative Srvcs1731 TECHNOLOGY DR STE 570, San Jose, CA 95110$140,307
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$5,422,312
Investment Income
$52,361
Other Revenue
$46,611
Change in Net Assets
$1,601,028

Audited Revenue Reconciliation

Revenue per Audited Statements
$5,521,284
Total Revenue per Audited Statements
$5,521,284
Total Revenue per Form 990
$5,521,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$290,455
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---$3,629,801
Fees for Services Management---$140,307
Fees for Services Other---$37,650
Fees for Services Accounting---$30,190
Office Expenses---$19,473
Fees for Services Legal---$16,824
Other Expenses---$12,027
Insurance---$4,613
Conferences and Meetings---$2,594
Information Technology---$2,204
Total Functional Expenses$0$0$0$3,920,256

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$3,920,256
Total Expenses per Audited Statements$3,920,256
Total Expenses per Form 990$3,920,256
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$0
Fundraising Gross Income$0
Gaming Direct Expenses$0
Gaming Gross Income$0
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
Loans from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Receivables from Disqualified Persons$0$0→ $0
Receivables from Officers, Directors, Trustees, and Key Employees$0$0→ $0
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Benefit Obligations$2,340,853
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
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

PART VI, SECTION A - LINE 8B:

“THE fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE fund'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE fund'S THIRD PARTY ADMINISTRATOR FOR REVIEW; THE CO-CHAIRS ARE THEN GIVEN THE RETURN FOR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST. PART VI, SECTION B - LINE 12C: THE BOARD OF TRUSTEES MEET QUARTERLY AND ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT THESE MEETINGS. PART VI, SECTION C - LINE 19: THE fund MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. part vii - compensation of officers, directors, trustees: compensation paid to trustees who are employed by a not-for-profit employer is properly reported on that entity's annual tax filings.”

Filing and Contact Details

Filer

Filer Name
Electrical Workers Health and Welfare
EIN
94-6250011
In Care Of
% KRISTI KNAB
Phone
4085883768
Address
1731 TECHNOLOGY DR STE 570, SAN JOSE, CA 95110

Signing Officer

Name
Andy Hartmann
Title
co-chair
Phone
4085883768
Signed
2019-01-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
andy hartmann
Formed
1971
Legal Domicile
CA
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Miller Kaplan Arase Llp
Address
4123 LANKERSHIM BLVD, NORTH HOLLYWOOD, CA 91602-2828
Preparer
Jeffrey Goss
Phone
8187692010
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund 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 414 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/OtherLiabilitiesOrgGrp/Desc0BENEFIT OBLIGATIONS
IRS990ScheduleD/RevenueSubtotalAmt05521284
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Accounting principles generally accepted in the United States of America require management to evaluate tax positions taken by the Fund and recognize a tax liability if the Fund has taken a tax position that more likely than not would not be sustained upon examination by a tax authority. The Fund 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:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE fund DOES NOT HAVE A COMMITTEE WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. PART VI, SECTION B - LINE 11B: THE fund'S CPA PREPARES THE FORM 990 AND PROVIDES IT TO THE fund'S THIRD PARTY ADMINISTRATOR FOR REVIEW; THE CO-CHAIRS ARE THEN GIVEN THE RETURN FOR REVIEW AND SIGNATURE. THE COMPLETED FORM 990 IS AVAILABLE TO ALL TRUSTEES UPON REQUEST. PART VI, SECTION B - LINE 12C: THE BOARD OF TRUSTEES MEET QUARTERLY AND ARE REQUIRED TO DISCLOSE ANY CONFLICTS AT THESE MEETINGS. PART VI, SECTION C - LINE 19: THE fund MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST. part vii - compensation of officers, directors, trustees: compensation paid to trustees who are employed by a not-for-profit employer is properly reported on that entity's annual tax filings.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0PART VI, SECTION A - LINE 8B:
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IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0see PART VII
IRS990ScheduleR/IdRelatedOrgTxblPartnershipGrp/RelatedOrganizationName/BusinessNameLine1Txt0see PART VII
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0see PART VII
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IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
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IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0ORGANIZATIONS TAXABLE AS A PARTNERSHIP AND CORPORATION OR TRUST: the list of contributing employers, by entity type is not available at the administrative office; if you have specific questions, please contact the administrative office.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0parts II, III AND IV - IDENTIFICATION OF RELATED TAX-EXEMPT ORGANIZATIONS,
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IRS990ScheduleR/TransferToOtherOrgInd0false
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IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt02563027
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IRS990/UponRequestInd0X
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IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02019-02-21 02:37:17Z
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ReturnHeader/BusinessOfficerGrp/PersonNm0ANDY HARTMANN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0co-chair
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELECTRICAL WORKERS HEALTH AND WELFARE
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST FUND IBEW LOCAL 234
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ReturnHeader/Filer/PhoneNum04085883768
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ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId01D553F0CC161CAB4950D5232994D4871B352D586
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$9,304,908
Liabilities
$2,563,027
Net assets
$6,741,881
Revenue
$5,521,284
Expenses
$3,920,256
Net income
$1,601,028
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.1$6.81$5.25$6.82$8.90$2.07
2024Detailed filing. Detailed filing data is available for this year.$13.3$6.17$7.08$5.82$5.76$0.06
2023Detailed filing. Detailed filing data is available for this year.$12.9$6.31$6.64$7.38$7.55$0.17
2022Detailed filing. Detailed filing data is available for this year.$13.1$6.06$7.08$7.25$7.65$0.40
2021Detailed filing. Detailed filing data is available for this year.$12.8$5.27$7.56$7.29$6.77$0.52
2020Detailed filing. Detailed filing data is available for this year.$11.4$4.39$7.04$6.22$7.64$1.42
2019Detailed filing. Detailed filing data is available for this year.$11.6$3.13$8.45$6.21$4.50$1.71
2018Detailed filing. Detailed filing data is available for this year.$9.30$2.56$6.74$5.52$3.92$1.60
2017Detailed filing. Detailed filing data is available for this year.$8.40$3.26$5.14$5.67$4.19$1.47
2016Detailed filing. Detailed filing data is available for this year.$5.63$1.96$3.67$4.60$3.34$1.26
2015Detailed filing. Detailed filing data is available for this year.$4.20$1.79$2.41$3.90$3.42$0.48
2014Detailed filing. Detailed filing data is available for this year.$3.57$1.63$1.93$3.76$3.35$0.41
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.34$1.81$1.53$3.73
2012Summary only. Only limited summary data is available for this year.$3.01$1.46$1.55$3.02$3.43$0.41
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.20$2.24$1.96$3.36