Totals
- Total revenue
- $165,022,235
- Total expenses
- $156,498,399
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $156,562,521
- Investment income
- $8,434,062
- Other revenue
- $25,652
- Total assets, end of year
- $282,005,725
- Total liabilities, end of year
- $2,532,755
- Net assets or fund balances, end of year
- $279,472,970
- Program services expenses (Part IX)
- $150,243,321
- Management and general expenses
- $6,255,078
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- $150,243,321
Program services were 96.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: CONTRIBUTIONS FROM EMPLOYEES AND EMPLOYERS
total $156,562,521 · related or exempt $156,562,521
-
3 · Investment income
total $9,983,318 · excluded $9,983,318
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7a · Gross sales of assets other than inventory
securities $155,964,514
-
7b · Less cost or other basis and sales expenses
securities $157,513,770
-
7c · Gain or loss
securities -$1,549,256
-
7d · Net gain or loss
total -$1,549,256 · excluded $8,297,378
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11a · Other revenue: DATA ENTRY FEES
total $24,000 · related or exempt $24,000
-
11b · Other revenue: MISCELLANEOUS INCOME
total $1,652 · related or exempt $1,652
-
11e · Other revenue, total
$25,652
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $150,243,321 · program services $150,243,321
-
5 · Compensation of officers, directors and key employees
total $255,926 · management and general $255,926
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $3,132,162 · management and general $3,132,162
-
8 · Pension plan contributions
total $597,408 · management and general $597,408
-
9 · Other employee benefits
total $144,553 · management and general $144,553
-
10 · Payroll taxes
total $272,302 · management and general $272,302
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $174,963 · management and general $174,963
-
11c · Fees: accounting
total $80,750 · management and general $80,750
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $503,203 · management and general $503,203
-
11g · Fees: other
total $0
-
12 · Advertising and promotion
total $5,859 · management and general $5,859
-
13 · Office expenses
total $295,762 · management and general $295,762
-
14 · Information technology
total $915,287 · management and general $915,287
-
15 · Royalties
total $0
-
16 · Occupancy
total $148,343 · management and general $148,343
-
17 · Travel
total $0
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $0
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $70,305 · management and general $70,305
-
23 · Insurance
total $56,580 · management and general $56,580
-
24a · Other expenses: PRINTING
total $116,050 · management and general $116,050
-
24b · Other expenses: POSTAGE
total $94,475 · management and general $94,475
-
24c · Other expenses: CONSULTANTS
total $95,350 · management and general $95,350
-
24d · Other expenses: ACA FEES
total $78,783 · management and general $78,783
-
24e · All other expenses
total -$782,983 · management and general -$782,983
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $21,402,621 · end of year $188,163
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $20,182,357
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $18,024,964 · end of year $19,604,015
-
5 · Loans and receivables from officers and key people
beginning of year $0 · end of year $0
-
6 · Loans and receivables from disqualified persons
beginning of year $0 · end of year $0
-
7 · Other notes and loans receivable
beginning of year $0 · end of year $0
-
8 · Inventories for sale or use
beginning of year $0 · end of year $0
-
9 · Prepaid expenses and deferred charges
beginning of year $93,272 · end of year $102,855
-
10a · Land, buildings and equipment: cost or other basis
$717,973
-
10b · Land, buildings and equipment: accumulated depreciation
$614,092
-
10c · Land, buildings and equipment, net
beginning of year $155,296 · end of year $103,881
-
11 · Investments: publicly traded securities
beginning of year $223,901,798 · end of year $239,859,269
-
12 · Investments: other securities
beginning of year $0 · end of year $0
-
13 · Investments: program-related
beginning of year $0 · end of year $0
-
14 · Intangible assets
beginning of year $0 · end of year $0
-
15 · Other assets
beginning of year $2,047,835 · end of year $1,965,185
-
17 · Accounts payable and accrued expenses
beginning of year $993,672 · end of year $563,581
-
18 · Grants payable
beginning of year $0 · end of year $0
-
19 · Deferred revenue
beginning of year $0 · end of year $0
-
20 · Tax-exempt bond liabilities
beginning of year $0 · end of year $0
-
21 · Escrow or custodial account liability
beginning of year $0 · end of year $0
-
22 · Loans and payables to officers and key people
beginning of year $0 · end of year $0
-
23 · Secured mortgages and notes payable
beginning of year $0 · end of year $0
-
24 · Unsecured notes and loans payable
beginning of year $0 · end of year $0
-
25 · Other liabilities
beginning of year $2,124,911 · end of year $1,969,174
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $262,507,203 · end of year $279,472,970
Mission and programs · 2023
Mission
TO PROVIDE ACCIDENT, HOSPITAL, MEDICAL, SURGICAL, DENTAL, PRESCRIPTION, VISION, DISABILITY, EMPLOYEE ASSISTANCE, AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION NO. 26.
Activities or mission (Part I)
TO PROVIDE WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS AS AGREED UPON BY THE NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION - WASHINGTON, DC CHAPTER AND IBEW LOCAL UNION NO. 26.
-
HEALTH AND WELFARE BENEFITS FOR PARTICIPANTS AND THEIR DEPENDENTS.
Expenses $150,243,321
As filed on the 2023 return.
Listed in Part VII
-
Joseph DabbsJOSEPH DABBS
TRUSTEE
- Total calculated
- $270,156
- From this org
- $0
- From related orgs
- $224,346
- Other
- $45,810
- Hours/week
- 0.3 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $224,346 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $29,179 related
- Nontaxable benefits
- not reported + $16,631 related
- Filer's total
- not reported + $270,156 related
-
Michael McCarronMICHAEL MCCARRON
FUND Administrator
- Total calculated
- $255,926
- From this org
- $216,964
- From related orgs
- $0
- Other
- $38,962
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $216,964
- Bonus
- not reported
- Other
- not reported
- Deferred
- $22,334
- Nontaxable benefits
- $16,628
- Filer's total
- $255,926
-
Thomas MyersTHOMAS MYERS
TRUSTEE
- Total calculated
- $239,529
- From this org
- $0
- From related orgs
- $194,611
- Other
- $44,918
- Hours/week
- 0.3 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $194,611 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $28,287 related
- Nontaxable benefits
- not reported + $16,631 related
- Filer's total
- not reported + $239,529 related
-
Richard Murphy
Trustee
- Total calculated
- $220,130
- From this org
- $0
- From related orgs
- $175,777
- Other
- $44,353
- Hours/week
- 0.3 + 50 related
Schedule J breakdown matched by us
- Base
- not reported + $175,777 related
- Bonus
- not reported
- Other
- not reported
- Deferred
- not reported + $27,722 related
- Nontaxable benefits
- not reported + $16,631 related
- Filer's total
- not reported + $220,130 related
-
Crystal MilliganCRYSTAL MILLIGAN
CLAIMS DEPT MANAGER
- Total calculated
- $210,606
- From this org
- $171,644
- From related orgs
- $0
- Other
- $38,962
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $171,644
- Bonus
- not reported
- Other
- not reported
- Deferred
- $22,334
- Nontaxable benefits
- $16,628
- Filer's total
- $210,606
-
Robin BalintROBIN BALINT
Retirement/Admin Dept Manager
- Total calculated
- $190,376
- From this org
- $151,414
- From related orgs
- $0
- Other
- $38,962
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $151,414
- Bonus
- not reported
- Other
- not reported
- Deferred
- $22,334
- Nontaxable benefits
- $16,628
- Filer's total
- $190,376
-
Sharon RivettSHARON RIVETT
Claims Processor
- Total calculated
- $161,377
- From this org
- $118,822
- From related orgs
- $0
- Other
- $42,555
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,822
- Bonus
- not reported
- Other
- not reported
- Deferred
- $24,290
- Nontaxable benefits
- $18,265
- Filer's total
- $161,377
-
Dawn Oakes
Claims Processor
- Total calculated
- $160,155
- From this org
- $118,201
- From related orgs
- $0
- Other
- $41,954
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $118,201
- Bonus
- not reported
- Other
- not reported
- Deferred
- $23,903
- Nontaxable benefits
- $18,051
- Filer's total
- $160,155
-
James Chambers
IT SPECIALIST
- Total calculated
- $155,792
- From this org
- $113,596
- From related orgs
- $0
- Other
- $42,196
- Hours/week
- 40
Schedule J breakdown matched by us
- Base
- $113,596
- Bonus
- not reported
- Other
- not reported
- Deferred
- $24,134
- Nontaxable benefits
- $18,062
- Filer's total
- $155,792
-
Brian MoorefieldBRIAN MOOREFIELD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
David Singleton
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.3
-
Paul Mella
Trustee
- Total calculated
- $0
- Hours/week
- 0.3
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
- 3 · Form 990 of other organizations
- 3 · Written employment contract
- 3 · Compensation survey or study
- 3 · Approval by the board or compensation committee
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
see attached schedule
Directly controlled by NA
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
see attached schedule
Directly controlled by na
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
see attached schedule
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 10 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423169349302372
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