STRATEGY STUDIO / NONPROFIT PEOPLE SEARCH

WISCONSIN MASONS HEALTH CARE FUND: Form 990, tax year 2023

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN MASONS HEALTH CARE FUND (EIN 23-7422786)
Tax period
2023-09-01 to 2024-08-31
Filed
2025-07-14
IRS object ID
202511959349302111
Schema version
2023v6.0
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

FieldValueIRS element (for citing)
Return2025-07-14T17:08:18-05:00ReturnTs
Tax Period End2024-08-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113400 BISHOPS LANE SUITE 300AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2023-09-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237422786EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN MASONS' HEALTH CARE FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone8003625474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HIGHWAY 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonJIM VICKPersonNm
Person TitleCHAIRMANPersonTitleTxt
Phone8003625474PhoneNum
Signature2025-07-14SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd
FieldValueIRS element (for citing)
IRS Responsible Prty Info CurrYes (1)IRSResponsiblePrtyInfoCurrInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonBRIDGETTE MUGGEPreparerPersonNm
PTINP00671418PTIN
Phone2627549400PhoneNum
Preparation2025-07-14PreparationDt
FieldValueIRS element (for citing)
Tax2023TaxYr
Build TS2025-03-06 01:10:19ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerJIM VICKPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HIGHWAY 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$33,810,831GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressN/AWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1973FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.ActivityOrMissionDesc
Voting Members Governing Body16VotingMembersGoverningBodyCnt
Voting Members Independent11VotingMembersIndependentCnt
Total Employee54TotalEmployeeCnt
Total Volunteers19TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm$0NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$19,619,903PYProgramServiceRevenueAmt
CY Program Service Revenue$21,906,022CYProgramServiceRevenueAmt
PY Investment Income$280,598PYInvestmentIncomeAmt
CY Investment Income$643,284CYInvestmentIncomeAmt
PY Other Revenue$1,118,197PYOtherRevenueAmt
CY Other Revenue$908,247CYOtherRevenueAmt
PY Total Revenue$21,018,698PYTotalRevenueAmt
CY Total Revenue$23,457,553CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$20,068,701PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$19,813,372CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$0PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$0CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$4,273,724PYOtherExpensesAmt
CY Other Expenses$4,357,959CYOtherExpensesAmt
PY Total Expenses$24,342,425PYTotalExpensesAmt
CY Total Expenses$24,171,331CYTotalExpensesAmt
PY Revenues Less Expenses-$3,323,727PYRevenuesLessExpensesAmt
CY Revenues Less Expenses-$713,778CYRevenuesLessExpensesAmt
Total Assets BOY$22,892,728TotalAssetsBOYAmt
Total Assets EOY$23,310,010TotalAssetsEOYAmt
Total Liabilities BOY$8,755,923TotalLiabilitiesBOYAmt
Total Liabilities EOY$8,302,204TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$14,136,805NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$15,007,806NetAssetsOrFundBalancesEOYAmt
MissionTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescTO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.Desc
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building Equipment0ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other LiabilitiesYes (1)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document158IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee54EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over Limit0UnrelatedBusIncmOverLimitInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members16GoverningBodyVotingMembersCnt
Independent Voting Member11IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn Body0Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (1)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (1)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (1)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (1)WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEO0CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1BENESYS INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone8003625474PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line12901 W BELTLINE HWY SUITE 100AddressLine1Txt
CityMADISONCityNm
State AbbreviationWIStateAbbreviationCd
ZIP537134226ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (19 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmt
JIM VICK
CHAIR1.0040.00Yes (X)Yes (X)$0$116,928$80,617
MATT QUASIUS
SECRETARY/TREASURER1.00Yes (X)Yes (X)$0$0$0
TOBIN BOYLE
TRUSTEE1.0040.00Yes (X)$0$102,249$78,943
WILLIAM BONLENDER
TRUSTEE1.0040.00Yes (X)$0$104,408$76,733
TONY FOX
TRUSTEE1.0040.00Yes (X)$0$102,718$78,586
JASON HOFFMAN THRU 62724
TRUSTEE1.0040.00Yes (X)$0$44,298$39,634
WYNN JONES
TRUSTEE1.00Yes (X)$0$0$0
JEFF LECKWEE
TRUSTEE1.00Yes (X)$0$0$0
MIKE TESTOLIN START 61924
TRUSTEE1.00Yes (X)$0$0$0
BARRY SCHOLZ
TRUSTEE1.00Yes (X)$0$0$0
DAVID BOHL
TRUSTEE1.00Yes (X)$0$0$0
JEFF STAVER
TRUSTEE1.00Yes (X)$0$0$0
JASON MATTILA
TRUSTEE1.00Yes (X)$0$0$0
MATT MARCELLIS
TRUSTEE1.00Yes (X)$0$0$0
PATRICK MCCABE
TRUSTEE1.0040.00Yes (X)$0$103,592$77,840
ANDREW REED THRU 4524
TRUSTEE1.0040.00Yes (X)$0$27,636$27,252
TYLER SWANSON
TRUSTEE1.00Yes (X)$0$0$0
DEREK ALLEN THRU 61924
TRUSTEE1.00Yes (X)$0$0$0
JOE PAUSHA
TRUSTEE1.00Yes (X)$0$0$0
FieldValueIRS element (for citing)
Total Reportable Comp From Org$0TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$601,829TotReportableCompRltdOrgAmt
Total Other Compensation$459,605TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K0IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
BENEFIT PLAN ADMINISTRATION
2901 WEST BELTLINE HIGHWAY SUITE 1MADISONWI53713CONTRACT ADMINISTRATION$975,675
UNITED HEALTHCARE INSURANCE COMPANY
PO BOX 88822MILWAUKEEWI53228CLAIMS / PPO EXPENSE$471,272
MERCER HEALTH & BENEFITS LLC
155 NORTH WACKER DRIVE STE 1500CHICAGOIL60606CONSULTING$176,491
THE PREVIANT LAW FIRM SC
310 W WISCONSIN AVEMILWAUKEEWI53203LEGAL$127,482
US BANK NATIONAL ASSOCIATION
PO BOX 1800SAINT PAULMN55101BANKING / INVESTMENTS$114,937
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K6CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (2 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
EMPLOYER CONTRIBUTIONS900099$20,000,645$20,000,645
SELF PAY CONTRIBUTIONS900099$1,905,377$1,905,377
FieldValueIRS element (for citing)
Total Program Service Revenue$21,906,022TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$539,484TotalRevenueColumnAmt
Exclusion$539,484ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$10,457,078SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$10,353,278SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$103,800SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$103,800TotalRevenueColumnAmt
Exclusion$103,800ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp (3 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CHANGE IN MEMBER DOLLAR BANK900099$556,518$556,518
SUBROGATION900099$292,710$292,710
STOP LOSS900099$58,994$58,994

Miscellaneous Revenue MiscellaneousRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$25TotalRevenueColumnAmt
Related Or Exempt Func Income$25RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Other Revenue Total$908,247OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,457,553TotalRevenueColumnAmt
Related Or Exempt Func Income$22,814,269RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$643,284ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$19,813,372TotalAmt

Fees For Services Management FeesForServicesManagementGrp

FieldValueIRS element (for citing)
Total$914,542TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$170,455TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$42,447TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$276,427TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$122,585TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$27,164TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$30,839TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$17,733TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEDICARE ADVANTAGE PREM$949,339
PPO SERVICE ADMIN FEES$670,198
HRA REIMBURSEMENTS$635,027
STOP-LOSS PREMIUMS$259,250

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$241,953TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$24,171,331TotalAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,463,323BOYAmt
EOY$1,552,956EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,769,346BOYAmt
EOY$3,423,473EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$151,344BOYAmt
EOY$151,707EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$17,508,715BOYAmt
EOY$18,181,874EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$22,892,728BOYAmt
EOY$23,310,010EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$732,252BOYAmt
EOY$707,517EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,023,671BOYAmt
EOY$7,594,687EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$8,755,923BOYAmt
EOY$8,302,204EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$14,136,805BOYAmt
EOY$15,007,806EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$14,136,805BOYAmt
EOY$15,007,806EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$22,892,728BOYAmt
EOY$23,310,010EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss-$713,778ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$1,584,779NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Book Value Land Buildings$0TotalBookValueLandBuildingsAmt

Other Liabilities Org OtherLiabilitiesOrgGrp (3 entries)

DescDescAmtAmt
CLAIMS PAYABLE$1,649,000
HRA LIABILITY$5,495,691
CASH OVERDRAFT$449,996
FieldValueIRS element (for citing)
Total Liability$7,594,687TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$24,443,367TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$1,584,779NetUnrealizedGainsInvstAmt
Revenue Not Reported$1,584,779RevenueNotReportedAmt
Revenue Subtotal$22,858,588RevenueSubtotalAmt
Investment Expenses Not Incld$42,447InvestmentExpensesNotIncldAmt
Other Revenues Not Included$556,518OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$598,965RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$23,457,553TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$23,648,366TotExpnsEtcAuditedFinclStmtAmt
Expenses Not Reported$0ExpensesNotReportedAmt
Expenses Subtotal$23,648,366ExpensesSubtotalAmt
Investment Expenses Not Incld2$42,447InvestmentExpensesNotIncld2Amt
Other Expenses Not Included$480,518OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$522,965ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$24,171,331TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 1976, STATING THE TRUST IS TAX-EXEMPT UNDER PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023 FOR UNRELATED BUSINESS INCOME. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) 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.
PART XI, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN MEMBER DOLLAR BANK 556,518.
PART XII, LINE 4B - OTHER ADJUSTMENTS:CHANGE IN MEMBER DOLLAR BANK 556,518. DECREASE IN BENEFIT OBLIGATIONS PAYABLE -76,000.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (5 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
JIM VICK
CHAIR$0$116,928$0$0$0$0$0$58,777$0$21,840$0$197,545$0$0
PATRICK MCCABE
TRUSTEE$0$103,592$0$0$0$0$0$56,000$0$21,840$0$181,432$0$0
TONY FOX
TRUSTEE$0$102,718$0$0$0$0$0$56,746$0$21,840$0$181,304$0$0
TOBIN BOYLE
TRUSTEE$0$102,249$0$0$0$0$0$57,103$0$21,840$0$181,192$0$0
WILLIAM BONLENDER
TRUSTEE$0$104,408$0$0$0$0$0$54,989$0$21,744$0$181,141$0$0

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE J, PART I LINE 3FormAndLineReferenceDesc
ExplanationTHE RELATED ORGANIZATION, OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599, USES EXECUTIVE BOARD APPROVAL TO ESTABLISH COMPENSATION.ExplanationTxt

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE OFFICERS AND ADMINISTRATIVE MANAGER REVIEWS THE FORM 990 WITH THE ACCOUNTANT BEFORE SIGNING AND MAKING A COPY OF THE FORM 990 AVAILABLE FOR ALL TRUSTEES.
FORM 990, PART VI, SECTION B, LINE 12CTHERE ARE ANNUAL TRUSTEE QUESTIONNAIRES.
FORM 990, PART VI, SECTION C, LINE 19THE PLAN MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (4 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
BAC DISTRICT COUNCIL
PO BOX 510617NEW BERLINWI53151391590426LABOR UNIONWI501(C)(5)0
BOARD OF TRUSTEES WI MASONS' HEALTH CARE FUND
2901 W BELTLINE HIGHWAY STE 100MADISONWI537134226237422786JOINT BOARD OF TRUSTEESWI501(C)(9)0
MILWAUKEE AREA BRICKLAYERS APPRENTICESHIP TRAINING FUND
17125 W CLEVELAND AVENUENEW BERLINWI531510741391333915APPRENTICESHIP TRAININGWI501(C)(3)0
OPERATIVE PLASTERERS & CEMENT MASONS LOCAL 599
8701 N LAUER STREETMILWAUKEEWI53224391960564LABOR UNIONWI501(C)(5)0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (3 entries)

HANSON MASONRY & CONCRETE
MAVID CONSTRUCTION SERVICE LLC
WALLY KING MASONRY LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (62 entries)

AGC OF GREATER MILWAUKEE
APPLETON LATHING CORP
ARTEAGA CONSTRUCTION INC
BEDROCK FLINT INC
BENEFIT PLAN ADMINISTRATOR OF WI
BUKACEK CONSTRUCTION INC
CAMOSY INC
CAPELLE BROTHERS & DIEDRICH INC
CASTELLAN TILE & TERRAZZO INC
CAULKING PLUS INC
CLASSIC MARBLE & GRANITE
CORNERSTONE CONSTRUCTION
CROWLEY MASONRY INC
DAROLD BERGER MASONRY
DICKOW & CYZAK TILE
EDGAR PRAGER & SONS
FABCON INC
FINDORFF & SON INC
FOWLER & HAMMER INC
G&W PLASTERING INC
GEGARE TILE INC
GEORGE SIEGFRIED CONSTRUCTION CO
HARBOR CITY MASONRY INC
HILLSIDE DAMPROOFING INC
IEI GENERAL CONTRACTORS INC
INTERIOR INSTALLATION
J&J LEE CONSTRUCTION
JAC MASONRY INC
JH HASSINGER INC
JOHNSON TERRAZZO COMPANY
JP CULLEN & SONS INC
JUROWSKI RJ CONSTRUCTION INC
KMI CONSTRUCTION LLC
KOTZE CONSTRUCTION COMPANY INC
LEWIS CONSTRUCTION INC
LIPPERT TILE CO INC
MACCO'S COMMERCIAL INTERIORS
MARKET & JOHNSON INC
MARTELL CONSTRUCTION
MEGAL CONSTRUCTION COMPANY
MIRON CONSTRUCTION COMPANY INC
NATIONAL MACHINERY
POELLINGERS INC
QUASIUS BROTHERS INC
REFRACTORY SERVICE INC
RESCH'S TILE INC
RILEY CONSTRUCTION INC
ROSSI CONSTRUCTION
SCHERRER CONSTRUCTION COMPANY INC
SCHMITT JOSEPH & SONS CO
SCIACHITANO CAULKING INC
SERVAIS TILE & STONE INC
SID'S SEALANTS
SMITH CD CONSTRUCTION COMPANY INC
STEBBIBS ENGINEERING COMPANY
STRETAR MASONRY & CONCRETE
SUPERIOR MASONRY BUILDERS
VONASEK & SCHIEFFER INC
WALSH MASONRY INC
WINKLER MASONRY INC
WISCONSIN TERRAZZO TILE INC
BOLDT OSCAR CONSTRUCTION CO
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth Org0RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

Supplemental Information Detail SupplementalInformationDetail

FieldValueIRS element (for citing)
Form And Line ReferenceFORM 990, SCHEDULE R, PARTS II-IVFormAndLineReferenceDesc
ExplanationIN ADDITIONIN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: AARON KOWALSKI MASONRY LLC, ALBANY NY #2, BAC LOCAL UNION 15 WELFARE, BADGER WASHING, BERGLUND CONSTRUCTION, BINDELLI BROTHERS, CARDINAL CONSTRUCTION, CEMENT M&P LOCAL 518, CHICAGO MASONRY LOCAL 21, CHICAGO TILE #67, COMMERCIAL FLOORING INSTALLATIONS, CONSTRUCTION & TURNAROUND, CONSTRUCTION INDUSTRY, CONTRACT TILE & CARPET, CR MEYER & SONS (MADISON), CREATIVE ERECTORS, DIAMOND MASONRY, FOSBEL, INC., G FONTANA AND SONS, GAGNON, INC., GILLESPIE & POWERS, ICONIC FINISHES LLC, IMTEF, INTERNATIONAL HEALTH, IOWA BUILDERS HEALTH FUND, IOWA LABORERS DC HEALTH & WELFARE, IVAN RICE & SONS, JIMMY Z MASONRY, JOHNSON'S CARPET ONE 55807, JS MASONRY LLC, JT THORPE & SON, JW FLOORING INC, JW SEALANTS, KLEIN DICKERT MILWAUKEE, INC., MASS BRICKLAYERS , MEL BJURSTROM MASONRY LLC, MICHIGAN BAC HEALTH/PENSION, MN & ND BRICKLAYERS, MOUNT HOREB MASONRY, MVP ERECTORS, NORTHERN ILLINOIS TERRAZZ, OHIO BRICKLAYERS, QUALITY BUILDING RESTORATION INC., RASCO MASON CONTRACTORS, RAY THEOBALD MASONRY CONSTRUCTION, REVOLUTION INDUSTRIAL SERVICES, RUDOLPH MASONRY, INC., SCHAEFER GROUP, INC., SCHLEIS FLOOR COVERING, STEINHAMMER MASSORY LLC, TAPPING TROWEL MASONRY, TVJ MASONRY, INC., TWIN CITY CEMENT MASONS, VAN MINSEL BROS., WAUBONSEE DEVELOPMENT, WAUMANDEE CREEK SEALANTS, WELLS SEALANTS & RESTORATION, WESTERN REFACTORY CONSTRUCTION, WI LABORERS FUND, AND WILLIAM HEIN CONSTRUCTION CO. TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD ADDITIONAL EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION. THE CONTRIBUTING EMPLOYERS ARE: AARON KOWALSKI MASONRY LLC, ALBANY NY #2, BAC LOCAL UNION 15 WELFARE, BADGER WASHING, BERGLUND CONSTRUCTION, BINDELLI BROTHERS, CARDINAL CONSTRUCTION, CEMENT M&P LOCAL 518, CHICAGO MASONRY LOCAL 21, CHICAGO TILE #67, CLASSIC MARBLE & GRANITE, COMMERCIAL FLOORING INSTALLATIONS, CONSTRUCTION & TURNAROUND, CONSTRUCTION INDUSTRY, CONTRACT TILE & CARPET, CR MEYER & SONS (MADISON), CREATIVE ERECTORS, DIAMOND MASONRY, FOSBEL, INC., G FONTANA AND SONS, GAGNON, INC., GILLESPIE & POWERS, HAWK'S CONCRETE SERVICES, ICONIC FINISHES LLC, IMTEF, INTERNATIONAL HEALTH, IOWA BUILDERS HEALTH FUND, IOWA LABORERS DC HEALTH & WELFARE, IVAN RICE & SONS, JIMMY Z MASONRY, JOHNSON'S CARPET ONE 55807, JS MASONRY LLC, JT THORPE & SON, JW FLOORING INC, JW SEALANTS, KLEIN DICKERT MILWAUKEE, INC., MASS BRICKLAYERS , MEL BJURSTROM MASONRY LLC, MICHIGAN BAC HEALTH/PENSION, MN & ND BRICKLAYERS, MOUNT HOREB MASONRY, MVP ERECTORS, NORTHERN ILLINOIS TERRAZZ, OHIO BRICKLAYERS, QUALITY BUILDING RESTORATION INC., RASCO MASON CONTRACTORS, RAY THEOBALD MASONRY CONSTRUCTION, REVOLUTION INDUSTRIAL SERVICES, ROCKFORD CENTRAL TILE & T, RUDOLPH MASONRY, INC., SCHAEFER GROUP, INC., SCHLEIS FLOOR COVERING, STEINHAMMER MASSORY LLC, TAPPING TROWEL MASONRY, TVJ MASONRY, INC., TWIN CITY CEMENT MASONS, VAN MINSEL BROS., WAUBONSEE DEVELOPMENT, WAUMANDEE CREEK SEALANTS, WELLS SEALANTS & RESTORATION, WESTERN REFACTORY CONSTRUCTION, WI LABORERS FUND, AND WILLIAM HEIN CONSTRUCTION CO.ExplanationTxt