Civic Intelligence

Ibew Local 40 - Neca Health & Welfare

EIN 95-4660513 • 501(c)9 • San Diego, CA

Profile

The plan is a multi-employer health and welfare plan assigned to provide benefits to eligible employees and their dependents.

3530 Camino Del Rio N Ste 110San Diego, CA 92108

n/A

Siviq Scores

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

Liabilities / Assets

75th percentile

0.21x

Higher debt load relative to assets than 75% of similar nonprofits.

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

Liabilities / Revenue

90th percentile

0.41x

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

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

Net Margin

72nd percentile

14%

Higher net margin than 72% 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

35th percentile

0.1%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

15th percentile

-11%

Faster revenue growth than 15% of similar nonprofits.

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

Assets

Up

$7,194,560

Up $5,056 (+0.1%) from 2023

Liabilities

Down

$1,505,001

Down $786,169 (-34%) from 2023

Net Assets

Up

$5,689,559

Up $791,225 (+16%) from 2023

Revenue

Down

$3,651,339

Down $465,306 (-11%) from 2023

Expenses

Down

$3,151,510

Down $208,492 (-6.2%) from 2023

Net Income

Down

$499,829

Down $256,814 (-34%) from 2023

Trend Graphs

Balance Sheet Trend

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $1,120,595Liabilities 2011: $458,534Net Assets 2011: $662,0612011Assets 2012: $1,155,663Liabilities 2012: $356,893Net Assets 2012: $798,7702012Assets 2013: $1,781,013Liabilities 2013: $608,245Net Assets 2013: $1,172,7682013Assets 2014: $1,643,425Liabilities 2014: $547,118Net Assets 2014: $1,096,3072014Assets 2015: $2,120,514Liabilities 2015: $667,434Net Assets 2015: $1,453,0802015Assets 2016: $2,725,479Liabilities 2016: $849,947Net Assets 2016: $1,875,5322016Assets 2017: $2,637,635Liabilities 2017: $472,411Net Assets 2017: $2,165,2242017Assets 2018: $2,913,859Liabilities 2018: $485,770Net Assets 2018: $2,428,0892018Assets 2019: $3,914,517Liabilities 2019: $858,570Net Assets 2019: $3,055,9472019Assets 2020: $4,535,023Liabilities 2020: $938,650Net Assets 2020: $3,596,3732020Assets 2021: $5,229,345Liabilities 2021: $1,260,079Net Assets 2021: $3,969,2662021Assets 2022: $6,354,940Liabilities 2022: $2,318,170Net Assets 2022: $4,036,7702022Assets 2023: $7,189,504Liabilities 2023: $2,291,170Net Assets 2023: $4,898,3342023Assets 2024: $7,194,560Liabilities 2024: $1,505,001Net Assets 2024: $5,689,5592024

Highlighted filing

2024

Assets$7,194,560
Liabilities$1,505,001
Net Assets$5,689,559

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2011: $727,510Expenses 2011: $552,052Net Income 2011: $175,4582011Revenue 2012: $718,861Expenses 2012: $595,250Net Income 2012: $123,6112012Revenue 2013: $1,255,616Expenses 2013: $849,409Net Income 2013: $406,2072013Revenue 2014: $870,798Expenses 2014: $901,264Net Income 2014: -$30,4662014Revenue 2015: $1,516,132Expenses 2015: $1,141,023Net Income 2015: $375,1092015Revenue 2016: $1,675,364Expenses 2016: $1,256,033Net Income 2016: $419,3312016Revenue 2017: $1,334,100Expenses 2017: $1,057,367Net Income 2017: $276,7332017Revenue 2018: $1,319,136Expenses 2018: $1,057,450Net Income 2018: $261,6862018Revenue 2019: $2,021,471Expenses 2019: $1,387,736Net Income 2019: $633,7352019Revenue 2020: $2,311,936Expenses 2020: $1,749,515Net Income 2020: $562,4212020Revenue 2021: $2,345,213Expenses 2021: $1,966,612Net Income 2021: $378,6012021Revenue 2022: $3,509,521Expenses 2022: $3,024,781Net Income 2022: $484,7402022Revenue 2023: $4,116,645Expenses 2023: $3,360,002Net Income 2023: $756,6432023Revenue 2024: $3,651,339Expenses 2024: $3,151,510Net Income 2024: $499,8292024

Highlighted filing

2024

Revenue$3,651,339
Expenses$3,151,510
Net Income$499,829

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.19$1.51$5.69$3.65$3.15$0.50
2023Detailed filing. Detailed filing data is available for this year.$7.19$2.29$4.90$4.12$3.36$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$6.35$2.32$4.04$3.51$3.02$0.48
2021Detailed filing. Detailed filing data is available for this year.$5.23$1.26$3.97$2.35$1.97$0.38
2020Detailed filing. Detailed filing data is available for this year.$4.54$0.94$3.60$2.31$1.75$0.56
2019Detailed filing. Detailed filing data is available for this year.$3.91$0.86$3.06$2.02$1.39$0.63
2018Detailed filing. Detailed filing data is available for this year.$2.91$0.49$2.43$1.32$1.06$0.26
2017Detailed filing. Detailed filing data is available for this year.$2.64$0.47$2.17$1.33$1.06$0.28
2016Detailed filing. Detailed filing data is available for this year.$2.73$0.85$1.88$1.68$1.26$0.42
2015Detailed filing. Detailed filing data is available for this year.$2.12$0.67$1.45$1.52$1.14$0.38
2014Summary only. Only limited summary data is available for this year.$1.64$0.55$1.10$0.87$0.90$0.03
2013Summary only. Only limited summary data is available for this year.$1.78$0.61$1.17$1.26$0.85$0.41
2012Summary only. Only limited summary data is available for this year.$1.16$0.36$0.80$0.72$0.60$0.12
2011Summary only. Only limited summary data is available for this year.$1.12$0.46$0.66$0.73$0.55$0.18