{"success":true,"data":{"_id":346529234,"filings":[{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DAVID HAINES","DAN O'CONNELL","THOMAS W SHREVES","BRIAN ARTHUR"],"Title":["CHARIMAN","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0],"Direct compensation":[0,0,0,0,0],"Other compensation":[0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2020,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F","phone":2164317738,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2020-05-01T00:00:00","tax_period_end":"2021-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":5,"Number of independent voting members":5,"Number of employees total":24,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":24,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31709285,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":29596072,"Total revenue":{"value":29596072,"EMPLOYER CONTRIBUTIONS":23497763,"MEMBER CONTRIBUTIONS":6098309},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1988688,"Investment income total":655708,"Net investment gain":1332980,"Income from invest bond proceeds":0},"Other revenues":{"value":124525,"Other total":124525,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":34581505,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":32696177,"Benefits paid to members Total":32696177},"Salaries":{"value":16654,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":16654},"Other expenses":{"value":1868674,"Management services":1174802,"Legal":31361,"Accounting":17900,"Lobbying services":0,"Investment management fees":90963,"Other services":21154,"Advertising":0,"Office expenses":3818,"Information technology":23100,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":13523,"Insurance":478117,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":13936,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":26387588,"Non-interest bearing cash":205245,"Savings and temp cash investments":497990,"Pledges and grants receivable":0,"Accounts receivable":2163335,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":89597,"Land, building, equipment":109429,"Investments publicly traded":21498329,"Investments other":1823663,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4429489,"Sum of Total Liabilities":0,"Accounts payable, accrued":119325,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4310164},"Fund balance":{"value":21958099,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.09057977813123191,"percentile":0.23305844951340815},"Liabilities to Assets Ratio":{"score":0.1678625950958458,"percentile":0.2711089452717241},"Operating Reserve Ratio":{"score":0.7630549335548005,"percentile":0.3504909504534827},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.026133991210066418,"percentile":0.4955629448148873},"Asset Growth":{"score":-0.010623945610846593,"percentile":0.2781388051621231},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.466207773909711,"percentile":0.24435868212494924}},"source_xml":"202230459349301443_public.xml"},{"Organization":{"value":null,"Person":["WALTER O'MALLEY","MICHAEL J O'DONNELL","JOE CARCIOPPOLO","THOMAS W SHREVES","BRIAN ARTHUR","DAVID HAINES"],"Title":["PRESIDENT","UNION TRUSTE","UNION TRUSTE","EMPLOYER TRU","EMPLOYER TRU","EMPLOYER TRU"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2013,"name":"INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND","phone":2164317738,"website":"WWW.IBEW38.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WALTER O'MALLEY","year_formation":null,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2013-05-01T00:00:00","tax_period_end":"2014-04-30T00:00:00","address":"3250 EUCLID AVENUE ROOM/SUITE 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":400,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":400,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":28625316,"Contributions":{"value":25282149,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":25282149,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":2607318,"Investment income total":1336618,"Net investment gain":1270700,"Income from invest bond proceeds":0},"Other revenues":{"value":735849,"Other total":735849,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":32758805,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":31141652,"Benefits paid to members Total":31141652},"Salaries":{"value":18805,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":18805},"Other expenses":{"value":1598348,"Management services":1250174,"Legal":43459,"Accounting":16750,"Lobbying services":0,"Investment management fees":145859,"Other services":90116,"Advertising":0,"Office expenses":9873,"Information technology":34202,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":3001,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":4914,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":31302619,"Non-interest bearing cash":202043,"Savings and temp cash investments":984655,"Pledges and grants receivable":0,"Accounts receivable":2247157,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":56067,"Land, building, equipment":0,"Investments publicly traded":27686996,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":125701},"Liabilities":{"value":177403,"Sum of Total Liabilities":0,"Accounts payable, accrued":177403,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":0},"Fund balance":{"value":31125216,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.14439976837286267,"percentile":0.18500924963707632},"Liabilities to Assets Ratio":{"score":0.005667353265233174,"percentile":0.5242858055857352},"Operating Reserve Ratio":{"score":0.9555482564153363,"percentile":0.41080691208766557},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4912437350079775,"percentile":0.30052078010824373}},"source_xml":"201520429349300902_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DAVID HAINES","DAN O'CONNELL","THOMAS W SHREVES","BRIAN ARTHUR","DANIEL GALLAGHER"],"Title":["CHAIRMAN","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2021,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F","phone":2164317738,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2021-05-01T00:00:00","tax_period_end":"2022-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":44,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":44,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":33281592,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":32174930,"Total revenue":{"value":32174930,"EMPLOYER CONTRIBUTIONS":26053215,"MEMBER CONTRIBUTIONS":6121715},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1033523,"Investment income total":647920,"Net investment gain":385603,"Income from invest bond proceeds":0},"Other revenues":{"value":73139,"Other total":73139,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":35571905,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":33569097,"Benefits paid to members Total":33569097},"Salaries":{"value":25375,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":25375},"Other expenses":{"value":1977433,"Management services":1257767,"Legal":34842,"Accounting":18400,"Lobbying services":0,"Investment management fees":72952,"Other services":47861,"Advertising":0,"Office expenses":2897,"Information technology":9259,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":13523,"Insurance":507639,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":12293,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":22468521,"Non-interest bearing cash":152506,"Savings and temp cash investments":686690,"Pledges and grants receivable":0,"Accounts receivable":2605151,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":93469,"Land, building, equipment":95906,"Investments publicly traded":16964862,"Investments other":1869937,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4781002,"Sum of Total Liabilities":0,"Accounts payable, accrued":447988,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4333014},"Fund balance":{"value":17687519,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.06881620927268142,"percentile":0.2587628006641559},"Liabilities to Assets Ratio":{"score":0.2127866805296174,"percentile":0.24380011405479546},"Operating Reserve Ratio":{"score":0.6316367088015107,"percentile":0.303333758398661},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.023076796708938665,"percentile":0.48030362968668067},"Asset Growth":{"score":-0.02139058558944071,"percentile":0.24124382819800344},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.46229691717712723,"percentile":0.23621310607607457}},"source_xml":"202300419349300210_public.xml"},{"Organization":{"value":null,"Person":["WALTER O'MALLEY","MICHAEL J O'DONNELL","MICHAEL MUZIC","THOMAS W SHREVES","BRIAN ARTHUR","DAVID HAINES"],"Title":["PRESIDENT","UNION TRUSTE","UNION TRUSTE","EMPLOYER TRU","EMPLOYER TRU","EMPLOYER TRU"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2014,"name":"INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND","phone":2164317738,"website":"WWW.IBEW38.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WALTER O'MALLEY","year_formation":null,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2014-05-01T00:00:00","tax_period_end":"2015-04-30T00:00:00","address":"3250 EUCLID AVENUE SUITE 270, CLEVELAND, OH, 44101, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44101},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":349,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":349,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":28714523,"Contributions":{"value":26282745,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":26282745,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1702731,"Investment income total":1088836,"Net investment gain":613895,"Income from invest bond proceeds":0},"Other revenues":{"value":729047,"Other total":729047,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":30306938,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":28283934,"Benefits paid to members Total":28283934},"Salaries":{"value":15894,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":15894},"Other expenses":{"value":2007110,"Management services":1414279,"Legal":19297,"Accounting":17500,"Lobbying services":0,"Investment management fees":107521,"Other services":84154,"Advertising":0,"Office expenses":3692,"Information technology":32186,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":316261,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":12220,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":29957529,"Non-interest bearing cash":178732,"Savings and temp cash investments":1391998,"Pledges and grants receivable":0,"Accounts receivable":3028535,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":70321,"Land, building, equipment":0,"Investments publicly traded":25186101,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":101842},"Liabilities":{"value":1275331,"Sum of Total Liabilities":0,"Accounts payable, accrued":210272,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":1065059},"Fund balance":{"value":28682198,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.05545678052879374,"percentile":0.27715507780313325},"Liabilities to Assets Ratio":{"score":0.042571301524902135,"percentile":0.40177338000403123},"Operating Reserve Ratio":{"score":0.9884709897119927,"percentile":0.4202459895490515},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":null,"percentile":null},"Asset Growth":{"score":null,"percentile":null},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5044182621352237,"percentile":0.332500730444048}},"source_xml":"201533159349301223_public.xml"},{"Organization":{"value":null,"Person":["DENNIS MEANEY","DAN OCONNELL","MICHAEL MUZIC","THOMAS W SHREVES","BRIAN ARTHUR","DAVID HAINES"],"Title":["TRUSTEE/DIRE","UNION TRUSTE","PRESIDENT","EMPLOYER TRU","EMPLOYER TRU","EMPLOYER TRU"],"Hours":[1.0,1.0,3.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2016,"name":"INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND","phone":2164317738,"website":"WWW.IBEW38.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":null,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2016-05-01T00:00:00","tax_period_end":"2017-04-30T00:00:00","address":"3250 EUCLID AVENUE SUITE 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":328,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":328,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":30397685,"Contributions":{"value":28310477,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":28310477,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1613132,"Investment income total":648985,"Net investment gain":964147,"Income from invest bond proceeds":0},"Other revenues":{"value":474076,"Other total":474076,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":32393953,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":30329912,"Benefits paid to members Total":30329912},"Salaries":{"value":25160,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":25160},"Other expenses":{"value":2038881,"Management services":1307462,"Legal":31180,"Accounting":17940,"Lobbying services":0,"Investment management fees":64003,"Other services":76590,"Advertising":0,"Office expenses":3182,"Information technology":33547,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":504977,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":24818684,"Non-interest bearing cash":138724,"Savings and temp cash investments":1515115,"Pledges and grants receivable":0,"Accounts receivable":1951803,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":113044,"Land, building, equipment":0,"Investments publicly traded":20974297,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":125701},"Liabilities":{"value":3136264,"Sum of Total Liabilities":0,"Accounts payable, accrued":92323,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3043941},"Fund balance":{"value":21682420,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.06567171151355769,"percentile":0.26288575225728034},"Liabilities to Assets Ratio":{"score":0.1263670547560056,"percentile":0.30185908497246133},"Operating Reserve Ratio":{"score":0.7661517567800386,"percentile":0.3515503129484532},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.01632514848118611,"percentile":0.4460513610450156},"Asset Growth":{"score":-0.0803994648839867,"percentile":0.1226086939456273},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.45864395825498,"percentile":0.22863448659832658}},"source_xml":"201820669349300707_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DENNIS MEANEY","DAN O'CONNELL","THOMAS W SHREVES","BRIAN ARTHUR","DAVID HAINES"],"Title":["CHARIMAN","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2019,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F","phone":2164317738,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2019-05-01T00:00:00","tax_period_end":"2020-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":41,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":41,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":33632099,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":32437530,"Total revenue":{"value":32437530,"EMPLOYER CONTRIBUTIONS":26784579,"MEMBER CONTRIBUTIONS":5652951},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":1049049,"Investment income total":806772,"Net investment gain":242277,"Income from invest bond proceeds":0},"Other revenues":{"value":145520,"Other total":145520,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":35637191,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":33671628,"Benefits paid to members Total":33671628},"Salaries":{"value":21780,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":21780},"Other expenses":{"value":1943783,"Management services":1229814,"Legal":19423,"Accounting":13500,"Lobbying services":0,"Investment management fees":128625,"Other services":46544,"Advertising":0,"Office expenses":2916,"Information technology":32609,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":13523,"Insurance":444366,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":12463,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":29319628,"Non-interest bearing cash":32252,"Savings and temp cash investments":1117487,"Pledges and grants receivable":0,"Accounts receivable":1860024,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":68842,"Land, building, equipment":122952,"Investments publicly traded":24499956,"Investments other":1618115,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4573188,"Sum of Total Liabilities":0,"Accounts payable, accrued":358082,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4215106},"Fund balance":{"value":24746440,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.05961840205096922,"percentile":0.27116100319584796},"Liabilities to Assets Ratio":{"score":0.15597701307806497,"percentile":0.27922449293958207},"Operating Reserve Ratio":{"score":0.8227255621802515,"percentile":0.37026659275514884},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.03591658981831013,"percentile":0.5432180681668972},"Asset Growth":{"score":-0.00688416470126306,"percentile":0.29181005975338864},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4816823274411327,"percentile":0.27842187288453707}},"source_xml":"202100239349300400_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DAVID HAINES","DAN O'CONNELL","THOMAS W SHREVES","BRIAN ARTHUR","DANIEL GALLAGHER"],"Title":["CHAIRMAN","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2022,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F","phone":2164317738,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2022-05-01T00:00:00","tax_period_end":"2023-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":49,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":49,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":36051243,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":35570661,"Total revenue":{"value":35570661,"EMPLOYER CONTRIBUTIONS":29782046,"MEMBER CONTRIBUTIONS":5788615},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":330336,"Investment income total":698036,"Net investment gain":-367700,"Income from invest bond proceeds":0},"Other revenues":{"value":150246,"Other total":150246,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":35203745,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":33023191,"Benefits paid to members Total":33023191},"Salaries":{"value":25084,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":25084},"Other expenses":{"value":2155470,"Management services":1364231,"Legal":63325,"Accounting":18900,"Lobbying services":0,"Investment management fees":62092,"Other services":90825,"Advertising":0,"Office expenses":12637,"Information technology":11575,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":13523,"Insurance":505047,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":13315,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":23258341,"Non-interest bearing cash":106905,"Savings and temp cash investments":1707489,"Pledges and grants receivable":0,"Accounts receivable":3686662,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":94483,"Land, building, equipment":82383,"Investments publicly traded":17128273,"Investments other":452146,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":4905845,"Sum of Total Liabilities":0,"Accounts payable, accrued":231118,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4674727},"Fund balance":{"value":18352496,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.02350814921970929,"percentile":0.46140638097580866},"Liabilities to Assets Ratio":{"score":0.21092841488565328,"percentile":0.24483926631303124},"Operating Reserve Ratio":{"score":0.6606780329763211,"percentile":0.31420667349869924},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.024825371888381218,"percentile":0.48908871058731174},"Asset Growth":{"score":-0.0243940553890758,"percentile":0.23113035759794348},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5038826149860727,"percentile":0.3311674325746648}},"source_xml":"202420279349300202_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DAVID HAINES","JASON WALDEN","JAMIE MANCE","MARCUS DEHLER","DANIEL GALLAGHER"],"Title":["CHAIRMAN","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2024,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F","phone":2164317738,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2024-05-01T00:00:00","tax_period_end":"2025-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":50,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":50,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":41093234,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":38674588,"Total revenue":{"value":38674588,"EMPLOYER CONTRIBUTIONS":33199018,"MEMBER CONTRIBUTIONS":5475570},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":817190,"Investment income total":847302,"Net investment gain":-30112,"Income from invest bond proceeds":0},"Other revenues":{"value":1601456,"Other total":1601456,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":42037052,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":39741863,"Benefits paid to members Total":39741863},"Salaries":{"value":26278,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":26278},"Other expenses":{"value":2268911,"Management services":1421874,"Legal":61258,"Accounting":21500,"Lobbying services":0,"Investment management fees":69644,"Other services":88890,"Advertising":0,"Office expenses":17971,"Information technology":12684,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":15553,"Insurance":544306,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":15231,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":26039780,"Non-interest bearing cash":54748,"Savings and temp cash investments":335120,"Pledges and grants receivable":0,"Accounts receivable":4738717,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":124407,"Land, building, equipment":62443,"Investments publicly traded":19789992,"Investments other":934353,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":5613970,"Sum of Total Liabilities":0,"Accounts payable, accrued":537667,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":5076303},"Fund balance":{"value":20425810,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.02296772261827823,"percentile":0.3324929142501476},"Liabilities to Assets Ratio":{"score":0.21559206721408553,"percentile":0.242274672133431},"Operating Reserve Ratio":{"score":0.6194482905223706,"percentile":0.2986838401142705},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.030546828983160475,"percentile":0.5173838438389508},"Asset Growth":{"score":-0.016900997474801636,"percentile":0.2562824045012556},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4815890438104009,"percentile":0.2782102890918556}},"source_xml":"202630319349300003_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DENNIS MEANEY","DAN O'CONNELL","THOMAS W SHREVES","BRIAN ARTHUR","DAVID HAINES"],"Title":["PRESIDENT/CHAIRMAN","TRUSTEE/DIRECTOR","UNION TRUSTEE","SECRETARY","MANAGEMENT TRUSTEE","MANAGEMENT TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members","year":2017,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE FUND","phone":2164317738,"website":"WWW.IBEW38.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2017-05-01T00:00:00","tax_period_end":"2018-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":294,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":294,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":31546484,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":30713695,"Total revenue":30713695,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":682838,"Investment income total":698061,"Net investment gain":-15223,"Income from invest bond proceeds":0},"Other revenues":{"value":149951,"Other total":149951,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":30212357,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":28515344,"Benefits paid to members Total":28515344},"Salaries":{"value":22535,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":22535},"Other expenses":{"value":1674478,"Management services":1068120,"Legal":16859,"Accounting":17940,"Lobbying services":0,"Investment management fees":67216,"Other services":33750,"Advertising":0,"Office expenses":1772,"Information technology":32951,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":405358,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":30512,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":26392736,"Non-interest bearing cash":103027,"Savings and temp cash investments":1319294,"Pledges and grants receivable":0,"Accounts receivable":2999131,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":97691,"Land, building, equipment":0,"Investments publicly traded":21747892,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":125701},"Liabilities":{"value":3438772,"Sum of Total Liabilities":0,"Accounts payable, accrued":154625,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3284147},"Fund balance":{"value":22953964,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.04229083025544146,"percentile":0.5074664554171977},"Liabilities to Assets Ratio":{"score":0.13029236529323826,"percentile":0.2986879601725898},"Operating Reserve Ratio":{"score":0.8735742133591232,"percentile":0.38630192962817833},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.02552571124459792,"percentile":0.49257569814642327},"Asset Growth":{"score":-0.05372845985510819,"percentile":0.158632027849963},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5170296165633929,"percentile":0.3655098019491707}},"source_xml":"201920669349300002_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DAVID HAINES","JASON WALDEN","JAMIE MANCE","BRIAN ARTHUR","DANIEL GALLAGHER"],"Title":["CHAIRMAN","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2023,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F","phone":2164317738,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2023-05-01T00:00:00","tax_period_end":"2024-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":50,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":50,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":37845587,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":36655737,"Total revenue":{"value":36655737,"EMPLOYER CONTRIBUTIONS":31054337,"MEMBER CONTRIBUTIONS":5601400},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":779337,"Investment income total":685137,"Net investment gain":94200,"Income from invest bond proceeds":0},"Other revenues":{"value":410513,"Other total":410513,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":35044018,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":32843813,"Benefits paid to members Total":32843813},"Salaries":{"value":22063,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":22063},"Other expenses":{"value":2178142,"Management services":1455181,"Legal":61567,"Accounting":19900,"Lobbying services":0,"Investment management fees":53363,"Other services":85000,"Advertising":0,"Office expenses":5794,"Information technology":9483,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":14538,"Insurance":458952,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":14364,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":26055921,"Non-interest bearing cash":-36455,"Savings and temp cash investments":1094672,"Pledges and grants receivable":0,"Accounts receivable":4936520,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":90667,"Land, building, equipment":77996,"Investments publicly traded":18924439,"Investments other":968082,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":5198927,"Sum of Total Liabilities":0,"Accounts payable, accrued":442466,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":4756461},"Fund balance":{"value":20856994,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.07402630589400026,"percentile":0.5753967194511808},"Liabilities to Assets Ratio":{"score":0.1995295810115482,"percentile":0.2513294102416618},"Operating Reserve Ratio":{"score":0.7435197927360955,"percentile":0.3438045583305158},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.026940404090604,"percentile":0.49956619131089175},"Asset Growth":{"score":-0.020117905216639944,"percentile":0.24543550892712207},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.531157825964304,"percentile":0.40366507925492906}},"source_xml":"202500469349300205_public.xml"},{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DENNIS MEANEY","DAN O'CONNELL","THOMAS W SHREVES","BRIAN ARTHUR","DAVID HAINES"],"Title":["CHAIRMAN","TRUSTEE/DIRECTOR","UNION TRUSTEE","SECRETARY","MANAGEMENT TRUSTEE","MANAGEMENT TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members","year":2018,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE FUND","phone":2164317738,"website":"WWW.IBEW38.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2018-05-01T00:00:00","tax_period_end":"2019-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":41,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":41,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":35014201,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":34145579,"Total revenue":34145579,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":868622,"Investment income total":779550,"Net investment gain":89072,"Income from invest bond proceeds":0},"Other revenues":{"value":0,"Other total":0,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":32371670,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":30548136,"Benefits paid to members Total":30548136},"Salaries":{"value":25796,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":25796},"Other expenses":{"value":1797738,"Management services":1197588,"Legal":31841,"Accounting":27940,"Lobbying services":0,"Investment management fees":44394,"Other services":58415,"Advertising":0,"Office expenses":4530,"Information technology":33800,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":399230,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":30364314,"Non-interest bearing cash":112502,"Savings and temp cash investments":1179181,"Pledges and grants receivable":0,"Accounts receivable":2703462,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":85387,"Land, building, equipment":146015,"Investments publicly traded":25856618,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":281149},"Liabilities":{"value":3879449,"Sum of Total Liabilities":0,"Accounts payable, accrued":107176,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":3772273},"Fund balance":{"value":26484865,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":0.07547026419366246,"percentile":0.57825567965624},"Liabilities to Assets Ratio":{"score":0.12776343308793342,"percentile":0.3007013304754086},"Operating Reserve Ratio":{"score":0.9379903477330641,"percentile":0.4057471526854193},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.04013735515661624,"percentile":0.5629529339269751},"Asset Growth":{"score":-0.017490942024025326,"percentile":0.2543114650640471},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.5465035685994031,"percentile":0.44712035058114546}},"source_xml":"202000699349300430_public.xml"},{"Organization":{"value":null,"Person":["WALTER O'MALLEY","DAN OCONNELL","MICHAEL MUZIC","THOMAS W SHREVES","BRIAN ARTHUR","DAVID HAINES"],"Title":["PRESIDENT","UNION TRUSTE","UNION TRUSTE","EMPLOYER TRU","EMPLOYER TRU","EMPLOYER TRU"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2015,"name":"INTERNATIONAL BROTHERHOOD OF HEALTH & WELFARE FUND","phone":2164317738,"website":"WWW.IBEW38.ORG","type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"WALTER O'MALLEY","year_formation":null,"state_legal_domicile":"OH","total_volunteers":null,"tax_period_begin":"2015-05-01T00:00:00","tax_period_end":"2016-04-30T00:00:00","address":"3250 EUCLID AVENUE SUITE 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":323,"Total Gross UBI":0,"Net unrelated business taxable income":null,"Number of employees":323,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":28126145,"Contributions":{"value":26740530,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":26740530,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":0,"Total revenue":0,"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":676343,"Investment income total":767700,"Net investment gain":-91357,"Income from invest bond proceeds":0},"Other revenues":{"value":709272,"Other total":709272,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":31759082,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":29644035,"Benefits paid to members Total":29644035},"Salaries":{"value":25698,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":25698},"Other expenses":{"value":2089349,"Management services":1362518,"Legal":17329,"Accounting":17940,"Lobbying services":0,"Investment management fees":82093,"Other services":54890,"Advertising":0,"Office expenses":2054,"Information technology":30857,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":0,"Insurance":521668,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":0,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":26734088,"Non-interest bearing cash":389062,"Savings and temp cash investments":1569245,"Pledges and grants receivable":0,"Accounts receivable":2264367,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":103977,"Land, building, equipment":0,"Investments publicly traded":22339898,"Investments other":0,"Investments program related":0,"Intangible assets":0,"Other assets":67539},"Liabilities":{"value":2370092,"Sum of Total Liabilities":0,"Accounts payable, accrued":221940,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":2148152},"Fund balance":{"value":24363996,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.12916583484867905,"percentile":0.19677056518268263},"Liabilities to Assets Ratio":{"score":0.0886543053198598,"percentile":0.3371435582801979},"Operating Reserve Ratio":{"score":0.8417777314848081,"percentile":0.37634469012232385},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":-0.00876087145969091,"percentile":0.3345685472322334},"Asset Growth":{"score":-0.07787778849514643,"percentile":0.12539520419689545},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4377204447488886,"percentile":0.1875438341423047}},"source_xml":"201730349349300203_public.xml"}],"Latest":{"Organization":{"value":null,"Person":["MICHAEL MUZIC","DAVID HAINES","JASON WALDEN","JAMIE MANCE","MARCUS DEHLER","DANIEL GALLAGHER"],"Title":["CHAIRMAN","TRUSTEE","TRUSTEE","SECRETARY","TRUSTEE","TRUSTEE"],"Hours":[3.0,1.0,1.0,1.0,1.0,1.0],"Total Compensation":[0,0,0,0,0,0],"Direct compensation":[0,0,0,0,0,0],"Other compensation":[0,0,0,0,0,0]},"Basic":{"value":null,"mission":"Provides medical and other benefits to union members.","year":2024,"name":"INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL 38 HEALTH & WELFARE F","phone":2164317738,"website":null,"type":"990","affiliation":null,"foreign_countries":null,"principal_officer":"MICHAEL MUZIC","year_formation":1962,"state_legal_domicile":"OH","total_volunteers":0,"tax_period_begin":"2024-05-01T00:00:00","tax_period_end":"2025-04-30T00:00:00","address":"3250 EUCLID AVENUE NO 270, CLEVELAND, OH, 44115, USA","city":"CLEVELAND","state":"OH","country":"USA","zip_code":44115},"Governance":{"value":null,"501c3 determination":false,"501c determination":true,"Number of voting members":6,"Number of independent voting members":6,"Number of employees total":50,"Total Gross UBI":0,"Net unrelated business taxable income":0,"Number of employees":50,"Prohibited tax shelter transactions":true,"Taxable party notification":true,"Funds to pay premiums":false,"Premiums Paid":false,"Family or business relationship":true,"Delegation of management duties":true,"Conflict of interest policy":true,"Whistle blower policy":true,"Compensation process for CEO":true,"Compensation process for other employees":true,"Changes to organizing documents":true,"Material diversion or misuse":true,"Members or stockholders":true,"Election of board members":true,"Decisions subject to approval":true,"Minutes of governing body":true,"Local chapters":true,"Form 990 provided to governing body":true,"Document retention policy":true,"Investment in joint venture":true,"Independent audit financial statements":true,"Consolidated audit financial statements":true,"Accountant compile or review":true,"Political activities":true,"Donor advised funds":true,"Conservation easements":true,"Collections of art":true,"School":true,"Hospital":true,"Foreign activities":true,"Foreign office":true,"Gaming":true,"Fundraising activities":true,"Professional fundraising":true,"Loan to officer or DQP":true,"Grant to related person":true,"Business relationship through family member":true,"Business relationship with organization":true},"Revenues":{"value":41093234,"Contributions":{"value":0,"Other contributions":0,"Contributions from gifts and grants":0,"Fundraising revenue":0,"Dues":0,"Campaigns":0,"Grant revenue":0,"Related organizations":0},"Program revenue":{"value":38674588,"Total revenue":{"value":38674588,"EMPLOYER CONTRIBUTIONS":33199018,"MEMBER CONTRIBUTIONS":5475570},"Total other revenue":0,"Unrelated business revenue":0},"Investment income":{"value":817190,"Investment income total":847302,"Net investment gain":-30112,"Income from invest bond proceeds":0},"Other revenues":{"value":1601456,"Other total":1601456,"Royalties revenue":0,"Net rental income":0,"Net income from fundraising events":0,"Net income from gaming":0,"Net income":0,"Gross profit from sales of inventory":0,"Gain from sale of assets":0}},"Expenses":{"value":42037052,"Grant expense":{"value":0,"Grants to domestic orgs":0,"Grants to domestic individuals":0,"Grants and similar":0,"Foreign grants":0},"Total professional fundraising expense":{"value":0,"Fundraising professional":0,"Fees to independent contractors":0},"Benefits paid to members":{"value":39741863,"Benefits paid to members Total":39741863},"Salaries":{"value":26278,"Current officers":0,"Disqualified persons":0,"Other salaries and wages":0,"Pension plan contributions":0,"Other employee benefits":0,"Payroll taxes":26278},"Other expenses":{"value":2268911,"Management services":1421874,"Legal":61258,"Accounting":21500,"Lobbying services":0,"Investment management fees":69644,"Other services":88890,"Advertising":0,"Office expenses":17971,"Information technology":12684,"Royalties":0,"Occupancy":0,"Travel":0,"Conferences and meetings":0,"Interest":0,"Payments to affiliates":0,"Depreciation and depletion":15553,"Insurance":544306,"Travel entertainment public officials":0,"Travel entertainment payments":0,"Printing, publications, postage":0,"Itemized Expenses":15231,"All other expenses":0},"Functional Expenses":{"value":null,"Program Service Expenses":0,"Management And General Expenses":0,"Fundraising Expenses":0}},"Assets":{"value":26039780,"Non-interest bearing cash":54748,"Savings and temp cash investments":335120,"Pledges and grants receivable":0,"Accounts receivable":4738717,"Receivables from officers":0,"Receivables from disqual persons":0,"Other net note and loans":0,"Inventories for sale or use":0,"Prepaid expenses deferred charges":124407,"Land, building, equipment":62443,"Investments publicly traded":19789992,"Investments other":934353,"Investments program related":0,"Intangible assets":0,"Other assets":0},"Liabilities":{"value":5613970,"Sum of Total Liabilities":0,"Accounts payable, accrued":537667,"Grants payable":0,"Deferred, revenue":0,"Tax exempt bond liabilities":0,"Escrow account liability":0,"Loans from officers, directors":0,"Secured mortgages and notes payable":0,"Unsecured notes loans payable":0,"Other liabilities":5076303},"Fund balance":{"value":20425810,"Net assets without donor restriction":0,"Net assets with donor restriction":0,"Unrestricted net assets":0,"Temporarily restricted net assets":0,"Permanently restricted net assets":0},"Ratings":{"Program Expense Ratio":{"score":0.0,"percentile":0.4421253816471043},"Fundraising Efficiency":{"score":null,"percentile":null},"Operating Margin":{"score":-0.02296772261827823,"percentile":0.3324929142501476},"Liabilities to Assets Ratio":{"score":0.21559206721408553,"percentile":0.242274672133431},"Operating Reserve Ratio":{"score":0.6194482905223706,"percentile":0.2986838401142705},"Officer Compensation Ratio":{"score":null,"percentile":null},"Program Expense Growth":{"score":null,"percentile":null},"Revenue Growth":{"score":0.030546828983160475,"percentile":0.5173838438389508},"Asset Growth":{"score":-0.016900997474801636,"percentile":0.2562824045012556},"Independent Voting Board Pct":{"score":1.0,"percentile":0.9933392423419786},"Governance Policy Score":{"score":6.0,"percentile":1.0},"Overall Score":{"score":0.4815890438104009,"percentile":0.2782102890918556}},"source_xml":"202630319349300003_public.xml"},"sector":"","donation_categories":[],"zakat_policy":null},"error":null}