HEARTLAND HEALTHCARE FUND: Form 990, tax year 2019
View the entire original 990 at ProPublica ↗
- Organization
- HEARTLAND HEALTHCARE FUND (EIN 02-0656066)
- Tax period
- 2019-01-01 to 2019-12-31
- Filed
- 2020-11-12
- IRS object ID
- 202043179349302049
- Schema version
- 2019v5.1
- 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 | 2020-11-12T10:19:02-06:00 | ReturnTs |
| Tax Period End | 2019-12-31 | 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 | 2019-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 020656066 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HEARTLAND HEALTHCARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HEAR | BusinessNameControlTxt |
| Phone | 9528540795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE NO 500 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | STEVEN TONDI | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 9528540795 | PhoneNum |
| Signature | 2020-11-05 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | DOUG BERTOSSI | PreparerPersonNm |
| PTIN | P00637990 | PTIN |
| Phone | 6123764500 | PhoneNum |
| Preparation | 2020-10-09 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 67.137.57.251 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2020-11-05 | IPDt |
| IP Tm | 10:53:51 | IPTm |
| IP Timezone | CS | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | FD302F4D5CE3C660ABAF9933EAAEEC9F457F14F9 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 4FBDEA9FCDBDA1BE2CF73F8A5402D354D7E84261 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2019 | TaxYr |
| Build TS | 2021-04-22 16:20:28Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | STEVEN TONDI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE NO 500 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $36,069,844 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 2002 | FormationYr |
| Legal Domicile State | IA | LegalDomicileStateCd |
| Activity Or Mission | INSURED AND SELF FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 0 | VotingMembersIndependentCnt |
| Total Employee | 30 | TotalEmployeeCnt |
| Total Volunteers | 6 | 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 | $32,488,351 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $29,087,587 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,062,967 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,254,706 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $41,000 | CYOtherRevenueAmt |
| PY Total Revenue | $33,551,318 | PYTotalRevenueAmt |
| CY Total Revenue | $30,383,293 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $31,075,557 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $26,890,275 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,145,964 | PYOtherExpensesAmt |
| CY Other Expenses | $1,484,596 | CYOtherExpensesAmt |
| PY Total Expenses | $32,221,521 | PYTotalExpensesAmt |
| CY Total Expenses | $28,374,871 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $1,329,797 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,008,422 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $37,331,966 | TotalAssetsBOYAmt |
| Total Assets EOY | $42,405,394 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $203,385 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $589,072 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $37,128,581 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $41,816,322 | NetAssetsOrFundBalancesEOYAmt |
| Mission | INSURED AND SELF-FUNDED WELFARE BENEFITS FOR UNION MEMBERS AND THEIR DEPENDENTS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | INSURED AND SELF FUNDED WELFARE BENEFITS FOR APPROXIMATELY 1,955 UNION 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 | 0 | 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 | 0 | 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 | 6 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 30 | 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 | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 0 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | Yes (1) | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | 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 | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | 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 | WILSON MCSHANE CORPORATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 9528540795 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DR STE 500 | AddressLine1Txt |
| City | BLOOMINGTON | CityNm |
| State Abbreviation | MN | StateAbbreviationCd |
| ZIP | 55425 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | Yes (X) | InfoInScheduleOPartVIIInd |
| No Listed Persons Compensated | Yes (X) | NoListedPersonsCompensatedInd |
Form990 Part VII Section A Form990PartVIISectionAGrp (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|---|
| STEVEN P TONDI | |||||||
| CHAIRMAN, SEE SCHEDULE O | 1.00 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| DAVE FOY | |||||||
| TRUSTEE, SEE SCHEDULE O | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DAVID ARGUBRIGHT | |||||||
| TRUSTEE, SEE SCHEDULE O | 1.00 | 1.50 | Yes (X) | $0 | $0 | $0 | |
| BRUCE WERNING | |||||||
| SECRETARY, SEE SCHEDULE O | 0.50 | 40.00 | Yes (X) | Yes (X) | $0 | $0 | $0 |
| GREG MULHERIN | |||||||
| TRUSTEE | 1.00 | 2.00 | Yes (X) | $0 | $0 | $0 | |
| DANIEL AUSSEM | |||||||
| TRUSTEE, SEE SCHEDULE O | 1.00 | 6.00 | Yes (X) | $0 | $0 | $0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| WILSON MCSHANE CORPORATION | |||||
| 3001 METRO DRIVE | BLOOMINGTON | MN | 55425 | FUND ADMINISTRATOR | $738,865 |
| BLUELINK TPA | |||||
| 1305 CORPORATE CENTER DRIVE | EAGAN | MN | 55121 | MEDICAL CLAIMS NETWORK | $515,962 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $27,459,912 | $27,459,912 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $1,627,675 | $1,627,675 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $29,087,587 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $967,927 | TotalRevenueColumnAmt |
| Exclusion | $967,927 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,973,330 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $5,686,551 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $286,779 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $286,779 | TotalRevenueColumnAmt |
| Exclusion | $286,779 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | INSURANCE PROCEEDS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $41,000 | TotalRevenueColumnAmt |
| Exclusion | $41,000 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $41,000 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $30,383,293 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $29,087,587 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,295,706 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,890,275 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $722,141 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,808 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $73,073 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,962 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $97,276 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $39,160 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,041 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $23,406 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFERS TO OTHER PLAN | Desc |
| Total | $361,729 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $28,374,871 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,293,331 | BOYAmt |
| EOY | $3,097,126 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $95,693 | BOYAmt |
| EOY | $126,240 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,016,149 | BOYAmt |
| EOY | $1,969,501 | EOYAmt |
Rcvbl From Disqualified Prsn RcvblFromDisqualifiedPrsnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $123,187 | BOYAmt |
| EOY | $90,647 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $24,574,860 | BOYAmt |
| EOY | $31,386,060 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,228,746 | BOYAmt |
| EOY | $5,735,820 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,331,966 | BOYAmt |
| EOY | $42,405,394 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $55,901 | BOYAmt |
| EOY | $58,186 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $147,484 | BOYAmt |
| EOY | $169,157 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $361,729 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $203,385 | BOYAmt |
| EOY | $589,072 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,128,581 | BOYAmt |
| EOY | $41,816,322 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,128,581 | BOYAmt |
| EOY | $41,816,322 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $37,331,966 | BOYAmt |
| EOY | $42,405,394 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,008,422 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $2,679,319 | 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (2 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| LIMITED LIABILITY COMPANY | $3,532,523 | F |
| LIMITED PARTNERSHIP | $2,203,297 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $5,735,820 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | TRANSFERS TO OTHER PLAN | Desc |
| Amt | $361,729 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $361,729 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $32,921,650 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $2,679,319 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $2,679,319 | RevenueNotReportedAmt |
| Revenue Subtotal | $30,242,331 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $140,962 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $140,962 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $30,383,293 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $27,872,180 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $27,872,180 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $140,962 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $361,729 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $502,691 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $28,374,871 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE VEBA TRUST FUNDING BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED MAY 20, 2003, 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 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 IN 2019 AND 2018 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND 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. 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 (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | THIS AMOUNT REPRESENTS AMOUNTS TRANSFERRED TO ANOTHER PLAN FOR PARTICIPANTS |
Schedule L IRS990ScheduleL
Loans Btwn Org Interested Prsn LoansBtwnOrgInterestedPrsnGrp (10 entries)
| Relationship With OrgRelationshipWithOrgTxt | Loan PurposeLoanPurposeTxt | Loan From OrganizationLoanFromOrganizationInd | Original PrincipalOriginalPrincipalAmt | Balance DueBalanceDueAmt | DefaultDefaultInd | Board Or Committee ApprovalBoardOrCommitteeApprovalInd | Written AgreementWrittenAgreementInd |
|---|---|---|---|---|---|---|---|
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $2,967 | $2,967 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $5,151 | $5,151 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $35 | $35 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $42 | $42 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $2,217 | $2,217 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $15,029 | $15,029 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $52,465 | $52,465 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $595 | $595 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $3,432 | $3,432 | 0 | 0 | 0 |
| SUBSTANTIAL CONTRIBUTOR | |||||||
| CONTRIBUTING CONTRACTOR | EMPLOYER CONTRIBUTIONS | Yes (X) | $8,714 | $8,714 | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Balance Due | $90,647 | TotalBalanceDueAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | WILSON-MCSHANE COMPANY WAS DELEGATED CONTROL OVER MANAGEMENT DUTIES AS PLAN ADMINISTRATOR. |
| FORM 990, PART VI, SECTION A, LINE 7A | THREE OF THE TRUSTEES ARE DESIGNATED BY THE CHICAGO REGIONAL COUNCIL OF CARPENTERS. THREE OF THE TRUSTEES ARE DESIGNATED BY THE ILLINOIS VALLEY CONTRACTORS ASSOCIATION, ILLOWA MILLWRIGHT CONTRACTORS ASSOCIATION AND THE ASSOCIATED GENERAL CONTRACTORS OF THE QUAD CITIES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTING FIRM BASED ON INFORMATION SUPPLIED BY THE ORGANIZATION. A REVIEW OF THE RETURN IS CONDUCTED BY THE ORGANIZATION AND PRESENTED TO THE BOARD OF TRUSTEES PRIOR TO FILING. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE MEMBERS UPON REQUEST. |
| FORM 990 PART VII, SECTION A, LINE 1A | TRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990 FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATION. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE HEARTLAND HEALTHCARE FUND 990: STEVEN P. TONDI, CHAIRMAN QUAD CITY CONSTRUCTION INDUSTRY ADVANCEMENT TRUST EIN: 36-2652144 DAVID ARGUBRIGHT, TRUSTEE UNITED BROTHEROOD OF CARPENTERS & JOINERS OF AMERICA 174 EIN: 36-6112811 BRUCE WERNING, SECRETARY UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA EIN: 36-1894832 DANIEL AUSSEM, TRUSTEE ILLINOIS VALLEY CONTRACTORS ASSOCIATION EIN: 36-2150421 DAVE FOY MILLWRIGHT LOCAL UNION 2158 EIN: 42-1484016 |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (12 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Direct Controlling NADirectControllingNACd | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|---|
| ILLINOIS VALLEY CONTRACTORS ASSOCIATION | |||||||||
| 1120 FIRST STREET | LASALLE | IL | 61301 | 362150421 | PROMOTE BETTER RELATIONS BETWEEN LOCAL CONTRACTORS, TRADE UNIONS, CONSTRUCTI | IL | 501(C)(6) | N/A | 0 |
| UNITED BROTHERHOOD OF CARPENTERS & JOINERS OF AMERICA | |||||||||
| 12 EAST ERIE STREET | CHICAGO | IL | 60611 | 361894832 | LABOR UNION | IL | 501(C)(5) | N/A | 0 |
| QUAD CITY CONSTRUCTION INDUSTRY ADVANCEMENT TRUST | |||||||||
| 520 - 24TH STREET | ROCK ISLAND | IL | 61201 | 362652144 | PROMOTING, IMPROVING, AND ADVANCING THE CONSTRUCTION INDUSTRY IN QUAD-CITY | IL | 501(C)(6) | N/A | 0 |
| CITY OF FULTON | |||||||||
| CRC CARPENTERS APPR & T | |||||||||
| ILLOWA MILLWRIGHTS JATC | |||||||||
| LAKES & RIVERS CONTRACT | |||||||||
| LOCAL#790OFFICE PERSON | |||||||||
| MID ILLINOIS PAINTING-- | |||||||||
| NORTH CENTRAL STATES RE | |||||||||
| NORTHERN ILLINOIS UNIVE | |||||||||
| PARAMOUNT MILLWRIGHT SE | |||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (32 entries)
| ADVANTAGE INDUSTRIAL SY |
| AIMS MECHANICAL LLC |
| ALL PHASES CONSTRUCTION |
| ALLIED POWER SERVICES LLC |
| ARTISAN CONTRACTING LLC |
| BOSS CARPET ONE LLC |
| C & S CARPENTRY LLC |
| CECO CONCRETE CONSTRUCT |
| ETHOSENERGY FIELD SERVICES LLC |
| HERITAGE CONSTRUCTION |
| IPC LYDON LLC |
| KRAEMER NORTH AMERICA L |
| PRECISION MECHANICAL GR |
| PRODIGY CONSTRUCTION LL |
| RUSSELL CONSTRUCTION |
| TURBINE PROS LLC |
| WALBRIDGE EQUIP INSTALL |
| ICON INDUSTRIAL SERVICE |
| CALACCI CONSTRUCTION |
| CORNERSTONE CONSTRUCTIO |
| STENSTROM GENERAL CONTR |
| BROWN CONSTRUCTION |
| PRIME CONTRUCTION SERVICES |
| A M KERNS CONSTRUCTION |
| AMEX NOOTER LLC |
| D & H ENERGY MANAGEMENT |
| GOLEY INSULATION OF IND |
| J&B FLOOR COVERING LLC |
| MEDINA RESOURCES GROUP |
| RAUSCH INFRASTRUCTURE L |
| THISTLE GROUP LLC |
| ZEPHYR ALUMINUM PRODUCT |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (166 entries)
| ANDERSON COMMERCIAL CON |
| ATLANTIC PLANT MAINT IN |
| BUILDERS SALES AND SERV |
| CONTROL INSTALLATIONS O |
| DOORS INC |
| FORRISTALL CONCRETE CO |
| GOETZ CONCRETE CONSTR |
| HEITKOTTER INC |
| HODGE CONST CO INC |
| KOESTERS LINOLEUM SHOP |
| L & L FLOORCOVERING |
| L P W INC |
| LEANDER CONSTRUCTION IN |
| MILLARD FRANK & COMPANY |
| MILLWRIGHT SERVICE INC |
| MORTENSON M A CO |
| NELSON CONSTR CONTRACTI |
| SPELICH GENERAL CONTRAC |
| STARK EXCAVATING INC |
| SWEDBERG & ASSOCIATES I |
| TIEMAN BUILDERS |
| WILLIAMS BROS CONST INC |
| ALBERICI CONSTRUCTORS |
| ALLIED CONSTR SERV INC |
| ALLOY SPECIALTIES INC |
| AUTOMATIC SYSTEMS INC |
| BAUM OTTO & SONS INC |
| BENNETT CONSTRUCTION IN |
| BILFINGER INDUST SERVICES INC |
| BRAND ENERGY SERVICES L |
| BRANDSAFWAY SERVICES L |
| BRECKE B G INC |
| BRENNAN J F CO INC |
| BURKS DRY WALL |
| BUTLER DRYWALL & PAINT |
| CENTENNIAL CONTRACTOR |
| CIVIL CONSTRUCTORS INC |
| CLIMATE PROS INC |
| CONCRETE SYSTEMS INC |
| CONVEYING CONVENIENCE I |
| CRUZ CONCRETE |
| CURRY KEN CONSTR INC |
| DIAMOND CUT INC |
| FINELINE INC |
| FOSLER CONSTRUCTION |
| HARGER'S ACOUSTICS |
| HARGRAVE BUILDERS INC |
| HEIN CONSTRUCTION CO IN |
| HERITAGE CARPENTRY INC |
| HOFFMAN BUILDERS INC |
| ICC GROUPINC |
| INTERIOR INSTALLATION S |
| INTERNATIONAL DECORATOR |
| IRVING CONSTRUCTION CO |
| J B ROBERTSON CONSTRUCTION |
| JACK HALL CONSTRUCTION |
| KNIGHT FLOORING INC |
| KOJA CONSTRUCTION INC |
| KOOLMASTER CO INC |
| KWCC INC |
| KYLER CONSTRUCTION INC |
| LARSON & LARSON BUILDER |
| LIEBHART CONSTRUCTION I |
| LUNDA CONST CO |
| MACHINERY & CONVEYOR SE |
| MAYOU D H ROOFING CO |
| MC COY CONSTRUCTION CO |
| MEYER C R & SONS CO |
| MICHELS FOUNDATIONS |
| MTE MILLER TRUCKING & E |
| NICAM CONSTRUCTION |
| PINTER GENERAL CONTRACT |
| PLATINUM SCAFFOLDING SE |
| PRECISION BUILDERS |
| PREFERRED CONC & EXCAVA |
| RECORD AUTOMATIC DOORS |
| ROBERTSON JB CONSTRUCTI |
| SCHMELING CONSTRUCTION |
| SINGLEY CONSTRUCTION IN |
| SJOSTROM & SONS |
| THIEL R & D INC |
| TRUSS PLUS INC |
| WOZNIAK CONCRETE FINISH |
| COLD SHIELD INC |
| DASHCO INC |
| GRP MECHANICAL CO INC |
| HOERR P J INC |
| RUIZ CONST SYSTEMS INC |
| RYAN COMPANIES US INC |
| WEAVER CONSTRUCTION INC |
| WHITE CONSTRUCTION INC |
| WINTER CONSTRUCTION INC |
| BLACKHAWK FOUNDATIONS |
| BLAHNIK CONSTRUCTION CO |
| BUSH CONSTRUCTION CO IN |
| CENTRAL CEILING SYSTEMS |
| CENTRAL MILLWRIGHT SERV |
| CURNYN CONSTRUCTION CO |
| 'D' CONSTRUCTION INC |
| DAVES FLOOR COVERINGS |
| DAY & ZIMMERMAN NPS INC |
| ESTES COMPANY |
| GENERAL CONSTRUCTORS IN |
| H & H BUILDERS INC |
| ILLINOIS VALLEY MACHINE |
| KINETIC CONSTRUCTION |
| LADZINSKI CEMENT FINISH |
| LARSEN KLAUER BUILDERS |
| NEWELL MACHINERY CO INC |
| NORTHERN ILL WALL & CEI |
| QUAD CITY ACOUSTICAL CE |
| R G CONSTRUCTION SERVIC |
| RAYNOR DOOR CO INC |
| RINGLAND JOHNSON INC |
| RIVER VALLEY CONSTRUCTI |
| ROCKWELL GROUP |
| RYAN & ASSOCIATES |
| SEITHER & CHERRY QUAD C |
| SHEPARD CONSTRUCTION LLC |
| SMITH CA BUILDERS INC |
| SUITABLE BUILDERS INC |
| TREIBER CONSTRUCTION CO |
| VALLEY CONST CO |
| VISSERING CONSTRUCTION |
| 4MC CORPORATION INC |
| AIRTITE INC |
| ANAGNOS DOOR CO INC |
| APCOMPOWER INC |
| ARCHITECTURAL FIXTURES |
| AXIS MECHANICAL GROUP |
| BUILDERS CHICAGO CORPOR |
| BYUS CONSTRUCTION CO |
| C & P INSTALLATIONS INC |
| CONSOLIDATED MECHANICAL |
| CPI OF THE MIDWEST |
| DBM SERVICES INC |
| DGI MENARD INC |
| DOOR SYSTEMS INC |
| DORAL CORPORATION |
| DYNAMIC SPORTS CONSTRUC |
| ERA VALDIVIA CONTRACTOR |
| GAGNON CONST CO INC |
| HRA PAYMENTS |
| HUFCOR CHICAGO INC |
| IDEAL BUILDERS INC |
| ILLINI SUPPLY INC |
| J W OSSOLA CO INC |
| JOHNCO CONSTRUCTION INC |
| KUJO INC |
| LEVY CO THE |
| M P SPORTS INC |
| NORTHWEST STEEL ERECTIO |
| PEORIA METRO CONSTRUCTI |
| POETTKER CONSTRUCTION C |
| PORTER BROTHERS ASPHALT |
| PRECISION COOLING TOWER |
| PROCACCIO PAINTING & DR |
| RACK-IT INSTALLATIONS |
| RAVENSBERG INC |
| S & H FLOORCOVERING INC |
| SEVENSON ENVIRONMENTAL |
| SOLID PLATFORMS INC |
| SPORTS SURFACING INC |
| UNION FLOORING SERVICES |
| WALLFORMS INC |
| WHITTAKER EXCAVATING |
| 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 | Yes (1) | 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 | 0 | 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 | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R, PART VII | FormAndLineReferenceDesc |
| Explanation | THE FOLLOWING COMPANIES ARE CONTRIBUTING EMPLOYERS TO THE HEARTLAND HEALTHCARE FUND AND DEEMED TO BE A RELATED ORGANIZATION. HOWEVER, THE FUND WAS UNABLE TO OBTAIN THE SPECIFIC TAX CLASSIFICATION OF THE ORGANIZATIONS. AS SUCH, THE ENTITIES ARE NOT LISTED BY THE TAX CLASSIFICATION IN PARTS II - IV OF THE SCHEDULE R. SEE EMPLOYER LIST BELOW: A H C MECHANICAL SERVIC AMERICAN IGLOO BUILDERS AMERICAN RIGGING & MILL ASPEN CONSTRUCTION SYST ASSOCIATED CONSTRUCTORS BI STATE SEAMLESS GUTTE BOLDT OSCAR J CONSTRUCT CARPET WEAVERS COMMERCI CARROLL COUNTY TREASURE CETWINSKI CONSTRUCTION COLLINS CONCRETE LTD COMMERCIAL CARPENTRY MA CULLEN J P & SON D JOSEPH CONSTRUCTION C DICKS FLOOR COVERING DIETZ SHERRI DYKSTRA CONCRETE CONSTR FRIEND ACOUSTICAL CEILI GENSINI EXCAVATING & TR GILCO SCAFFOLDING GIVSCO CONSTRUCTION COM GREGORY CONSTRUCTION HALVERSON CONSTRUCTION HELMKAMP CONSTRUCTION C HERLIHY MID-CONTINENT C INSULATED PANEL COMPANY J LANE COMMERCIAL FLOOR JONES-BLYTHE CONSTRUCTI JUST RITE ACOUSTICS KEELEY L CONSTRUCTION KEEN CO KISER HYDRO LLC KONECRANES NUCLEAR EQUI LANKFORD CONSTRUCTION C LAVERDIERE CONSTRUCTION LILJA MECHANICAL CONSTR MARLEY COOLING TOWER CO MARTIN & COMPANY EXCAV MC CARTHY IMPROVEMENT C MIRON CONSTRUCTION CO I MORFIN CONST GEN CARP I PETERSON BERTEL CO REBORN RUSTIC RIVER CITY CONSTRUCTION ROCKFORD CARPETLAND USA ROSE CONCRETE RUIZ CONSTRUCTION CO SCANDROLI CONSTRUCTION SCURTO CEMENT CONSTRUCT SEITHER & CHERRY COMPAN SPRINKMANN SONS CORP SWANSON PROFESSIONAL FL SYSTEMS ENTERPRISE CORP TSI COMMERICAL FLOOR UNIVERSAL PLANT SERVICE WALSH CONSTRUCTION CO O WEITZ INDUSTIAL LLC WENGER TRAFFIC CORPORAT WINGER MECHANICAL WOODS CONSTRUCTION CO WRIGHT-WAY INTERIOR SYSTEMS | ExplanationTxt |