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Electric Energy Inc Employee Benefit Fund For Bargaining Unit

C O James M Helm

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
−$1.53M (2023)

Expenses
$200k (2023)

Total Assets
$5.53M (2023)

Total Liabilities
$0 (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
-$1,534,983
Expenses
$199,564
Net Income
-$1,734,547
Net Assets
$5,534,088
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $34,678
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,569,661
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $5,534,088
Total Liabilities $0
Net Assets $5,534,088
Compensation
Key Employees and Officers Compensation Related Other
Carrie Kirby (Board Member) $0 $0 $0
Ruben Garcia Espejo (Board Member) $0 $0 $0
Barry Boswell (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$6,659
Expenses
$271,295
Net Income
-$264,636
Net Assets
$22,954,646
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $0
Investment Income $2,175
32.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,484
67.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $22,954,646
Total Liabilities $0
Net Assets $22,954,646
Compensation
Key Employees and Officers Compensation Related Other
Carrie Kirby (Board Member) $0 $0 $0
Kris Moldovan (Board Member) $0 $0 $0
Barry Boswell (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$15,748,009
Expenses
$305,840
Net Income
$15,442,169
Net Assets
$27,066,947
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $3,442
0.0%
Investment Income $111,277
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $15,633,290
99.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $27,065,749
Total Liabilities -$1,198
Net Assets $27,066,947
Compensation
Key Employees and Officers Compensation Related Other
Carrie Kirby (Board Member) $0 $0 $0
Kris Moldovan (Board Member) $0 $0 $0
Barry Boswell (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,067,312
Expenses
$328,230
Net Income
$739,082
Net Assets
$24,627,695
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,696
1.2%
Investment Income $331,982
31.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $722,634
67.7%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $24,627,695
Total Liabilities $0
Net Assets $24,627,695
Compensation
Key Employees and Officers Compensation Related Other
Carrie Kirby (Board Member) $0 $0 $0
Kris Moldovan (Board Member) $0 $0 $0
Barry Boswell (Board Member) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,021,062
Expenses
$367,013
Net Income
$654,049
Net Assets
$21,814,556
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $588
0.1%
Investment Income $435,412
42.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $585,062
57.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,814,556
Total Liabilities $0
Net Assets $21,814,556
Compensation
Key Employees and Officers Compensation Related Other
Eei Benefit Committee (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$924,658
Expenses
$866,329
Net Income
$58,329
Net Assets
$17,561,325
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $28,946
3.1%
Investment Income $356,270
38.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $539,442
58.3%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $17,561,325
Total Liabilities $0
Net Assets $17,561,325
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Trustee) $11,947 $0 $0

Document Links

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,254,292
Expenses
$947,627
Net Income
$3,306,665
Net Assets
$19,503,286
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $42,910
1.0%
Investment Income $449,706
10.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,761,676
88.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $19,503,286
Total Liabilities $0
Net Assets $19,503,286
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Trustee) $83,553 $0 $0
Normanique Preston (Trustee) $0 $0 $0
Clint Freeland (Trustee) $0 $0 $0
Carolyn Burke (Trustee) $0 $0 $0
Daniel Thompson (Trustee) $0 $0 $0
Catherine Callaway (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,204,703
Expenses
$18,715,147
Net Income
-$16,510,444
Net Assets
$36,154,793
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $71,041
3.2%
Investment Income $1,004,492
45.6%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,129,170
51.2%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $36,476,905
Total Liabilities $322,112
Net Assets $36,154,793
Compensation
Key Employees and Officers Compensation Related Other
Bny Mellon (Trustee) $34,498 $0 $0
Normanique Preston (Trustee) $0 $0 $0
Clint Freeland (Trustee) $0 $0 $0
Carolyn Burke (Trustee) $0 $0 $0
Daniel Thompson (Trustee) $0 $0 $0
Catherine Callaway (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,105,111
Expenses
$1,859,371
Net Income
-$754,260
Net Assets
$51,286,498
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $98,470
8.9%
Investment Income $995,336
90.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $11,305
1.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $53,612,694
Total Liabilities $2,326,196
Net Assets $51,286,498
Compensation
Key Employees and Officers Compensation Related Other
Normanique Preston (Trustee) $0 $0 $0
Clint Freeland (Trustee) $0 $0 $0
Carolyn Burke (Trustee) $0 $0 $0
Daniel Thompson (Trustee) $0 $0 $0
Catherine Callaway (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$1,779,712
Expenses
$2,169,579
Net Income
-$389,867
Net Assets
$52,204,478
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $304,206
17.1%
Investment Income $985,377
55.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $488,575
27.5%
Net Inventory Sales $0
Other Revenue $1,554
0.1%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $52,659,292
Total Liabilities $454,814
Net Assets $52,204,478
Compensation
Key Employees and Officers Compensation Related Other
Julius Cox (Trustee) $0 $0 $0
Clint Freeland (Trustee) $0 $0 $0
Carolyn Burke (Trustee) $0 $0 $0
Daniel Thompson (Trustee) $0 $0 $0
Catherine Callaway (Trustee) $0 $0 $0

Document Links

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$2,885,737
Expenses
$4,113,049
Net Income
-$1,227,312
Net Assets
$50,176,830
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $1,215,935
42.1%
Investment Income $1,011,520
35.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $657,927
22.8%
Net Inventory Sales $0
Other Revenue $355
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $50,642,546
Total Liabilities $465,716
Net Assets $50,176,830

Document Links

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,916,778
Expenses
$4,741,886
Net Income
$174,892
Net Assets
$45,675,222
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,483,467
50.5%
Investment Income $1,007,839
20.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,425,472
29.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $46,166,944
Total Liabilities $491,722
Net Assets $45,675,222

Document Links

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$4,989,716
Expenses
$4,479,250
Net Income
$510,466
Net Assets
$43,359,747
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $2,351,652
47.1%
Investment Income $1,021,237
20.5%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $1,616,827
32.4%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $43,628,916
Total Liabilities $269,169
Net Assets $43,359,747

Document Links

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

Fiscal Year Ending Sept.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

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Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

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