NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND: Form 990, tax year 2022
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- Organization
- NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND (EIN 39-6069788)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-11-14
- IRS object ID
- 202313189349306041
- Schema version
- 2022v5.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2023-11-14T11:29:37-06:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 410746749 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CLIFTONLARSONALLEN LLP | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 S 6TH STREET SUITE 300 | AddressLine1Txt |
| City | MINNEAPOLIS | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55402 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396069788 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NORTH CENTRAL STATES REGIONAL COUNCIL OF | BusinessNameLine1Txt |
| Business Name Line2 | CARPENTERS' HEALTH FUND | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | NORT | BusinessNameControlTxt |
| Phone | 7158353174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4002 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54702 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ROBERT BARKER | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 7158353174 | PhoneNum |
| Signature | 2023-11-13 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | ROBERT | PersonFirstNm |
| Person Last | BARKER | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUGLAS BERTOSSI | PreparerPersonNm |
| PTIN | P00637990 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2023-11-13 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ROBERT BARKER | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4002 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54702 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $108,796,414 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.NCSCBF.COM | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1963 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 18 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 18 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $70,799,363 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $78,066,797 | CYProgramServiceRevenueAmt |
| PY Investment Income | $8,446,846 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,312,682 | CYInvestmentIncomeAmt |
| PY Other Revenue | $45,691 | PYOtherRevenueAmt |
| CY Other Revenue | $9,712 | CYOtherRevenueAmt |
| PY Total Revenue | $79,291,900 | PYTotalRevenueAmt |
| CY Total Revenue | $82,389,191 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $78,049,082 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $84,253,256 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $842,393 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $793,699 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,857,268 | PYOtherExpensesAmt |
| CY Other Expenses | $2,013,266 | CYOtherExpensesAmt |
| PY Total Expenses | $80,748,743 | PYTotalExpensesAmt |
| CY Total Expenses | $87,060,221 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$1,456,843 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$4,671,030 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $165,171,349 | TotalAssetsBOYAmt |
| Total Assets EOY | $139,652,826 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $699,064 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $746,966 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $164,472,285 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $138,905,860 | NetAssetsOrFundBalancesEOYAmt |
| Mission | TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVIDE SELF FUNDED BENEFITS FOR APPROXIMATELY 5,688 UNION MEMBERS AND THEIR DEPENDENTS. TO PAY FOR INSURANCE PREMIUMS FOR TRANSPLANT COVERAGE FOR MEMBERS AND THEIR DEPENDENTS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | Yes (1) | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 148 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 18 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | Yes (1) | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | Yes (1) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NICOLE SUMMERS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 7158353174 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 4002 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 54702 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (22 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| PATRICK NILSEN | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $245,395 | $147,834 | ||
| MIKE SHEA | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT SIEBEL | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| BARRY SCHOLZ | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES MARTIN | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| SAM GABRILSKA | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| ERIC BALLWEG | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| DAVE SMESTAD | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| SCOTT WATSON | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $96,744 | $86,892 | ||
| MICHAEL ADAMAVICH | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $104,895 | $89,167 | ||
| PAT RODRIGUEZ | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $123,397 | $98,341 | ||
| CHRIS HILL | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $109,234 | $101,341 | ||
| WAYNE NORDIN | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $160,035 | $116,724 | ||
| COREY BIALCIK | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $135,722 | $102,637 | ||
| BURT JOHNSON | ||||||||
| TRUSTEE, CHAIRMAN | 1.00 | 40.00 | Yes (X) | $0 | $173,640 | $126,297 | Yes (X) | |
| ROBERT BARKER | ||||||||
| TRUSTEE, SECRETARY/TREASUR | 1.00 | 40.00 | Yes (X) | $0 | $264,040 | $44,808 | Yes (X) | |
| CHUCK SPOEHR | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $101,224 | $86,132 | ||
| SID SAMUELS | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| JOHN RAINES | ||||||||
| LABOR TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $173,640 | $76,452 | ||
| JEFF MCLEAN | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| SEAN CULLEN | ||||||||
| MANAGEMENT TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $0 | $0 | ||
| NICOLE SUMMERS | ||||||||
| ADMINISTRATIVE MANAGER | 16.00 | 29.00 | $48,960 | $88,339 | $43,991 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $48,960 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $1,776,305 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $1,120,616 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANTHEM BLUECROSS BLUESHIELD | |||||
| PO BOX 951254 | CLEVELAND | OH | 44193 | CLAIMS PROCESSING | $1,896,282 |
| EXPRESS SCRIPTS | |||||
| 4600 NORTH HANLEY ROAD | ST LOUIS | MO | 63134 | CLAIMS PROCESSING | $882,716 |
| CASE MANAGEMENT SPECIALISTS | |||||
| 553 S INDUSTRIAL DR | HARTLAND | WI | 53209 | CONTRACTED MEDICAL CONSULTANT | $463,495 |
| THE PREVIANT LAW FIRM SC | |||||
| 310 W WISCONSIN AVE STE 100 MW | MILWAUKEE | WI | 53212 | LEGAL COUNSEL | $295,117 |
| DELTA DENTAL | |||||
| 2801 HOOVER ROAD PO BOX 828 | STEVENS POINT | WI | 54481 | CLAIMS PROCESSING | $224,176 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 7 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $69,210,701 | $69,210,701 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $8,856,096 | $8,856,096 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $78,066,797 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,570,245 | TotalRevenueColumnAmt |
| Exclusion | $2,570,245 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $28,149,660 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $26,407,223 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,742,437 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,742,437 | TotalRevenueColumnAmt |
| Exclusion | $1,742,437 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MISCELLANEOUS | Desc |
| Business | 525100 | BusinessCd |
| Total Revenue Column | $9,712 | TotalRevenueColumnAmt |
| Exclusion | $9,712 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $9,712 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $82,389,191 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $78,066,797 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $4,322,394 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $84,253,256 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $181,289 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,189 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $134,768 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,816 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $38,637 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $374,465 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,000 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $110,013 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $835,048 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $202,720 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,196 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69,210 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $69 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,549 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,670 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,715 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| EDP MAINT./EDUCATION | $231,888 |
| PCORI FEE | $24,173 |
| BANK CHARGES | $12,695 |
| MISC EXPENSES | $2,118 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,737 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $87,060,221 | TotalAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,486,091 | BOYAmt |
| EOY | $1,847,805 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,896,296 | BOYAmt |
| EOY | $6,865,378 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,704 | BOYAmt |
| EOY | $3,622 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,574 | BOYAmt |
| EOY | $34,191 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $27,268 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $27,268 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $86,863,857 | BOYAmt |
| EOY | $76,032,017 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $65,510,901 | BOYAmt |
| EOY | $52,778,184 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,374,926 | BOYAmt |
| EOY | $2,091,629 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,171,349 | BOYAmt |
| EOY | $139,652,826 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $408,864 | BOYAmt |
| EOY | $309,866 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $290,200 | BOYAmt |
| EOY | $437,100 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $699,064 | BOYAmt |
| EOY | $746,966 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,472,285 | BOYAmt |
| EOY | $138,905,860 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $164,472,285 | BOYAmt |
| EOY | $138,905,860 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $165,171,349 | BOYAmt |
| EOY | $139,652,826 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$4,671,030 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$20,895,395 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $27,268 | OtherCostOrOtherBasisAmt |
| Depreciation | $27,268 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| INVESCO INSTITUTIONAL TRUST | $21,822,146 | F |
| NTGI DAILY ALL COUNTRY | $30,956,038 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $52,778,184 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | RECIPROCITY CONTRIBUTIONS PAYABLE | Desc |
| Amt | $437,100 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $437,100 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $61,383,783 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$20,895,395 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$20,895,395 | RevenueNotReportedAmt |
| Revenue Subtotal | $82,279,178 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $110,013 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $110,013 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $82,389,191 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $86,950,208 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $86,950,208 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $110,013 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $110,013 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $87,060,221 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE FUND RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED JULY 24, 1964, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE FUND'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2021 AND 2020 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE FUND AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE FUND ADMINISTRATOR BELIEVES THAT THE FUND IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (12 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PATRICK NILSEN | ||||||||||||||
| LABOR TRUSTEE | $0 | $245,395 | $0 | $0 | $0 | $0 | $0 | $114,078 | $0 | $33,756 | $0 | $393,229 | $0 | $0 |
| ROBERT BARKER | ||||||||||||||
| TRUSTEE, SECRETARY/TREASUR | $0 | $189,096 | $0 | $74,095 | $0 | $849 | $0 | $24,380 | $0 | $20,428 | $0 | $308,848 | $0 | $0 |
| BURT JOHNSON | ||||||||||||||
| TRUSTEE, CHAIRMAN | $0 | $173,640 | $0 | $0 | $0 | $0 | $0 | $94,495 | $0 | $31,802 | $0 | $299,937 | $0 | $0 |
| WAYNE NORDIN | ||||||||||||||
| LABOR TRUSTEE | $0 | $160,035 | $0 | $0 | $0 | $0 | $0 | $85,603 | $0 | $31,121 | $0 | $276,759 | $0 | $0 |
| JOHN RAINES | ||||||||||||||
| LABOR TRUSTEE | $0 | $173,640 | $0 | $0 | $0 | $0 | $0 | $60,212 | $0 | $16,240 | $0 | $250,092 | $0 | $0 |
| COREY BIALCIK | ||||||||||||||
| LABOR TRUSTEE | $0 | $135,722 | $0 | $0 | $0 | $0 | $0 | $78,226 | $0 | $24,411 | $0 | $238,359 | $0 | $0 |
| PAT RODRIGUEZ | ||||||||||||||
| LABOR TRUSTEE | $0 | $123,397 | $0 | $0 | $0 | $0 | $0 | $73,882 | $0 | $24,459 | $0 | $221,738 | $0 | $0 |
| CHRIS HILL | ||||||||||||||
| LABOR TRUSTEE | $0 | $109,234 | $0 | $0 | $0 | $0 | $0 | $72,192 | $0 | $29,149 | $0 | $210,575 | $0 | $0 |
| MICHAEL ADAMAVICH | ||||||||||||||
| LABOR TRUSTEE | $0 | $104,895 | $0 | $0 | $0 | $0 | $0 | $66,283 | $0 | $22,884 | $0 | $194,062 | $0 | $0 |
| CHUCK SPOEHR | ||||||||||||||
| LABOR TRUSTEE | $0 | $101,224 | $0 | $0 | $0 | $0 | $0 | $64,057 | $0 | $22,075 | $0 | $187,356 | $0 | $0 |
| SCOTT WATSON | ||||||||||||||
| LABOR TRUSTEE | $0 | $96,744 | $0 | $0 | $0 | $0 | $0 | $64,822 | $0 | $22,070 | $0 | $183,636 | $0 | $0 |
| NICOLE SUMMERS | ||||||||||||||
| ADMINISTRATIVE MANAGER | $48,960 | $88,339 | $0 | $0 | $0 | $0 | $0 | $22,720 | $0 | $21,271 | $48,960 | $132,330 | $0 | $0 |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (6 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING EMPLOYER | LATE CONTRIBUTIONS | Yes (X) | $816 | $816 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING EMPLOYER | LATE CONTRIBUTIONS | Yes (X) | $318 | $318 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING EMPLOYER | LATE CONTRIBUTIONS | Yes (X) | $225 | $225 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING EMPLOYER | LATE CONTRIBUTIONS | Yes (X) | $496 | $496 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING EMPLOYER | LATE CONTRIBUTIONS | Yes (X) | $982 | $982 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING EMPLOYER | LATE CONTRIBUTIONS | Yes (X) | $785 | $785 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $3,622 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (6 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 4 | THE TRUST WAS AMENDED SO THAT A CHAIRMAN AND A SECRETARY-TREASURER SERVE A TERM OF TWO YEARS COMMENCING ON JANUARY 1. THIS IS A CHANGE FROM THE PREVIOUS TERMS, WHERE THE CHAIRMAN AND SECRETARY-TREASURER SERVED FOR A TERM OF ONE YEAR, COMMENCING ON MAY 1. IN ADDITION, THE CHAIRMAN AND SECRETARY-TREASURER FOR ANY COMMITTEE WILL BE ELECTED IN THE SAME MANNER. |
| FORM 990, PART VI, SECTION A, LINE 7A | THE ASSOCIATED GENERAL CONTRACTORS OF WISCONSIN, INC. AND THE NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS (THE BARGAINING PARTIES), BOTH APPOINT 50% OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION A, LINE 8B | THE ORGANIZATION DOES NOT HAVE ANY COMMITTEES THAT HAVE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY THE ORGANIZATION'S INDEPENDENT PUBLIC ACCOUNTING FIRM BASED ON INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FILING IS AVAILABLE, IT IS REVIEWED BY MANAGEMENT AND ANY CHANGES INCORPORATED INTO THE FILING BEFORE BEING PRESENTED TO THE HEALTH BOARD FOR APPROVAL PRIOR TO FILING. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE TRUSTEES ARE REQUIRED TO COMPLETE AN ANNUAL QUESTIONNAIRE REGARDING ANY POSSIBLE CONFLICTS OF INTEREST. ANY ACTUAL OR POSSIBLE CONFLICT OF INTEREST MUST BE DISCLOSED TO THE APPROPRIATE BOARD OR COMMITTEE AND THEY WILL DETERMINE IF A CONFLICT EXISTS AND IF THEY CAN OBTAIN A MORE ADVANTAGEOUS ARRANGEMENT THAT WOULD NOT GIVE RISE TO A CONFLICT. IF NOT, THE BOARD OR COMMITTEE WILL DETERMINE BY A MAJORITY VOTE OF DISINTERESTED TRUSTEES WHETHER THE TRANSACTION IS IN THE FUNDS BEST INTEREST, FOR ITS OWN BENEFIT, AND WHETHER IT IS FAIR AND REASONABLE AND WILL DECIDE WHETHER TO ENTER INTO THE TRANSACTION ON THAT BASIS. IF THE BOARD OR COMMITTEE BELIEVES THAT A TRUSTEE HAS FAILED TO DISCLOSE, IT WILL GIVE THE TRUSTEE AN OPPORTUNITY TO EXPLAIN. IF THE BOARD OR COMMITTEE DETERMINES THE TRUSTEE HAS FAILED TO DISCLOSE, IT WILL TAKE DISCIPLINARY AND CORRECTIVE ACTION. THE TRUSTEE WITH A CONFLICT MUST LEAVE THE MEETING WHILE THE BOARD OR COMMITTEE MAKES THE DECISION WHETHER A CONFLICT EXISTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | DOCUMENTS ARE MADE AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Public Charity StatusPublicCharityStatusTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|---|
| CARPENTERS LU #314 | ||||||||||
| NORTH CENTRAL STATES REG CNCL (BA) | ||||||||||
| NORTH CENTRAL STATES REG CNCL OF CARPS | ||||||||||
| UBC NATIONAL JOB CORPS TRAININ | ||||||||||
| NCSRCC TRAINING FUND | ||||||||||
| 1704 DEVNEY DRIVE | ALTOONA | WI | 54720 | 391243343 | TRAINING BENEFITS | WI | 501(C)(3) | LINE 11 | N/A | 0 |
| LABOR MGMT COOPERATIVE TRUST OF THE NCSRCC & AGC OF WI INC | ||||||||||
| 1704 DEVNEY DRIVE | ALTOONA | WI | 54720 | 680572562 | DRUG TESTING AND REIMBURSMENT FOR CLASSES | WI | 501(C)(6) | N/A | 0 | |
| NCSRCC PENSION FUND | ||||||||||
| 1704 DEVNEY DRIVE | ALTOONA | WI | 54720 | 396079856 | PENSION BENEFITS | WI | 401 (A) | N/A | 0 | |
| NCSRCC SUPPLEMENTAL RETIREMENT PLAN | ||||||||||
| 1704 DEVNEY DRIVE | ALTOONA | WI | 54720 | 800234499 | DEFINED CONTRIBUTIONS BENEFITS | WI | 401 (A) | N/A | 0 | |
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (16 entries)
| ACOUSTIC PROFESSIONALS LLC |
| ADVANTAGE INDUSTRIAL SYSTEMS LLC |
| BADGER SCAFFOLD LLC |
| CCF LABOR LLC |
| CECO CONCRETE CONSTRUCTION |
| KRAEMER NORTH AMERICA LLC |
| LIFT TECH SPECIALIST |
| SAFWAY STEEL PRODUCTS LLC - ST PAUL |
| SCHMITT ACOUSTICS LLC |
| SHEET PILING SERVICES LLC |
| U S VET GENERAL CONTRACTING LLC |
| DN TANKS INC |
| HAYES BOILER & MECHANICAL INC |
| JTS BUILDS LLC |
| RHI LLC |
| TWIN CITY TILE & MARBLE CO |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (176 entries)
| A K INSTALLATION INC |
| ACOUSTIC SPEC INC CO VANRYZIN - ALUM |
| ADVANTAGE ACOUSTICAL |
| AIRCO POWER SERVICES INC |
| ALLIED CONSTRUCTION SERVICES INC |
| ALL-TIMATE CONST INC (NBU) |
| API INC |
| APPLETON LATHING CORP |
| ARCHITECTURAL PRODUCTS OF WAUSAU |
| ATLANTIC PLANT MAINTENANCE |
| AZCO INC |
| BACHMANN CONST CO INC (ALUM) |
| BADGER ACOUSTICS INC |
| BADGER SWIMPOOLS INC |
| BANE NELSON INC |
| BAUER & RAETHER BLDRS |
| BAY AREA FINISHING INC |
| BENNETT CONSTRUCTION INC |
| BHI ENERGY SPECIALTY SERVICES LLC |
| BILFINGER INDUSTRIAL SERVICES INC |
| BKB CONSTRUCTION INC |
| BOLDT COMPANY THE |
| BORTON CONSTRUCTION INC |
| BRASKEY & CO LLC |
| BRENNAN J F CO INC - LU 606 HWY HVY |
| BROCK INDUSTRIAL SERVICES |
| BUILDING SERVICE INC |
| BVR FLOORING LLC |
| CAMOSY INC |
| CAPELLE BROS & DIEDRICH INC |
| CARDINAL CONST CO INC - ALUM |
| CARPETLAND USA |
| CARY SPECIALIZED SERVICES INC - ALUM |
| CENTRAL CEILING SYSTEMS INC |
| CENTRAL MECHANICAL SYSTEMS INC (SHOP) |
| CMC CONSTRUCTION INC |
| COMMON LINKS CONST LLC |
| COMPLETE THERMAL SYSTEMS INC |
| CONTEMPORARY HAMMER WORKS INC |
| CONTINENTAL ENTERPRISES (NBU) |
| COUNTERTOP DESIGNS LLC |
| CULLEN J P & SON INC |
| DAY & ZIMMERMANN NPS INC |
| DELL CONST CO INC - ALUM |
| DELTA T CONST CO INC |
| DESIGN POINT EXTERIORS LLC |
| DORAL CORPORATION |
| DRYDEN DIVING COMPANY INC |
| DUKE & DUKE SERVICES INC |
| E & A ENTERPRISES INC |
| EAU CLAIRE ACOUSTICS INC |
| EG & J INC |
| EGI MECHANICAL INC |
| ENGINEERING & CONST INNOV - HWY HVY |
| ETHOSENERGY FIELD SERVICES LLC |
| FACILITIES CONST MGT CORP |
| FINDORFF J H & SON INC |
| FOWLER & HAMMER INC |
| GAGNON CONST CO INC |
| GARDNER BUILDERS LLC |
| GATEWAY CONCRETE FORMING SYSTEMS |
| GEGARE TILE INC |
| GEIST JERRY & SONS CONSTRUCTION INC |
| GRANITE CONSTRUCTION COMPANY |
| GRUBE G J CONST CO LLC |
| HALLMARK DRYWALL INC |
| HALVERSON CARPET CENTER LTD |
| HAMMERSLEY STONE CO INC |
| HERITAGE CARPENTRY INC |
| HUGHES FLOORING INC |
| HYDRO TECH USA INC |
| IDEAL BUILDERS INC - ALUM |
| IEI GENERAL CONTRACTORS INC |
| IMMEL HOWARD INC |
| INFINITY ACCESS LLC |
| INTERIOR INSTALLATION SERVICE INC |
| JESSE JONES CONSTRUCTION INC |
| JOE'S CONSTRUCTION AND CONCRETE LLC |
| JUNIORS CONSTRUCTION INC |
| JUROWSKI R J CONST INC |
| JW FLOORING INC |
| K N G MECHANICAL INC |
| KALENBORN ABRESIST CORPORATION |
| KARI INSTALLATIONS INC |
| KISER HYDRO LLC |
| KLOBUCAR CONST CO INC - NBU |
| KNIGHT FLOORING |
| KNUTSON CONSTRUCTION SERVICES INC |
| KOJA CONSTRUCTION INC |
| KRAUS ANDERSON CONST CO INC (MPLS) |
| LANKFORD CONST CO |
| LARSON CONSTRUCTION INC |
| LEWIS CONST INC |
| LOVEGREEN INDUSTRIAL SERVICES INC |
| LUNDA CONST CO - DIST 5 HWY HVY |
| MAAS BROTHERS CONST CO INC |
| MACCO'S COMMERCIAL INSTALLATION INC |
| MACKEY ARNIE CONST INC -ALUM |
| MARKET & JOHNSON INC |
| MATTSON HARDWOOD LLC |
| MAVID CONST SRVCS LLC |
| MCMULLEN & PITZ CONST CO |
| MEYER C R & SONS INC |
| MICHELS CONSTRUCTION INC |
| MICHELS FOUNDATIONS DIV OF MICHELS CORP |
| MIDDLETON CONSTRUCTION CO INC |
| MIDDLETON CONSTRUCTION CONSULTING LLC |
| MIDSTATE CONTRACTING LLC |
| MIDWEST CEILING SYSTEMS INC |
| MIDWEST DRILLED FOUNDATIONS |
| MIRON CONSTRUCTION CO INC |
| MODERN CRANE SERVICE |
| MORTENSON M A CO |
| MULCAHY NICKOLAUS LLC |
| NICHOLSON CONSTRUCTION CO |
| NONNS FLOORING INC |
| NORTHERN STATES POWER CO - PROLL 2ND FLR |
| OLSON FLOOR COVERING INC |
| OSBORNE CONSTRUCTION INC (DAVE) |
| OVERHEAD DOOR CO OF CHIPPEWA VALLEY-JRYM |
| OVERHEAD DOOR CO OF MADISON INC-RESDNT |
| PERFORMANCE CONTRACTING |
| PHEIFER BROTHERS CONST |
| PLATINUM SPECIALTY SERVICES INC |
| PLATT CONST INC |
| POELLINGERS INC |
| PORTZEN CONST INC |
| PRODIGY CONSTRUCTION LLC |
| PROSTAR SURFACES INC |
| QUASIUS CONSTRUCTION INC |
| REVOLUTION INDUSTRIAL SERVICES LLC |
| REYNOLDS TRANSFER & STORAGE |
| RICE IVAN & SONS INC |
| ROCKWELL GROUP INC THE |
| S & R BORCHARDT BUILDERS |
| SAMUELS GROUP INC THE |
| SCHERRER CONST CO INC (RES PRE-APPRN) |
| SCHLEIS FLOOR COVERING |
| SCHMIDT CG INC |
| SCHMITT JOS & SONS CONST CO - NBU |
| SERGENIANS FLOOR COVERINGS INC |
| SIEGFRIED CONSTRUCTION GEORGE |
| SIEMENS GENERATION SRVCS CO |
| SMITH CHARLES D & SONS - ALUM |
| SPRINKMANN SONS CORP |
| ST COTTER TURBINE SERVICES |
| STAINLESS SPECIALISTS INC |
| STATE GROUP INDUSTRIAL (USA) LIMITED |
| STATZ & HARROP INC - ALUM |
| STEELE CONSTRUCTION CORPORATION |
| SULLIVAN KENNETH CO |
| SUNPEAK CONSTRUCTION INC |
| SUPERIOR MASONRY BUILDERS INC |
| THE RIGHT ALIGNMENT CO INC |
| TREML MILLWRIGHTING & CONTRACTING |
| TRI-CITY CONCRETE CONST INC |
| TRI-NORTH BUILDERS INC |
| TRI-STATE CARPETS INC |
| TURBINEPROS LLC |
| TWIN CITY ACOUSTICS INC |
| V & S CONSTRUCTION SERVICES |
| VALLEY MECHANICAL INC |
| VER HALEN INC |
| VJS CONSTRUCTION SERVICES |
| VOGEL BROS BLDG CO (COMM) |
| W O J INSTALLATIONS INC |
| WALL PANEL LLC |
| WALL TECH INC |
| WALSH P W & COMPANY |
| WCA |
| WELLENSTEIN & SONS INC |
| WENGER CORPORATION |
| WOODS CONSTRUCTION INC |
| WYNTREE CONST INC - NBU |
| ZEISE FRANK O CONST CO INC |
| ZENITH TECH INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | Yes (1) | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | Yes (1) | TransferFromOtherOrgInd |