WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN ELECTRICAL EMPLOYEES BENEFITS FUNDS LLC (EIN 39-1651543)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-09
- IRS object ID
- 201532829349300028
- Schema version
- 2014v5.0
- 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 | 2015-10-09T09:54:42-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 391277627 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | BAUMAN ASSOCIATES LTD | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | PO BOX 1225 | AddressLine1Txt |
| City | EAU CLAIRE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 547021225 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2014-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 391651543 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN ELECTRICAL EMPLOYEES | BusinessNameLine1Txt |
| Business Name Line2 | HEALTH AND WELFARE PLAN | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 6082769111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE STE 101 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | ART BISHOP | PersonNm |
| Person Title | TRUST ADMINISTRATOR | PersonTitleTxt |
| Phone | 6082769111 | PhoneNum |
| Signature | 2015-10-06 | SignatureDt |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | GREGORY D MLEZIVA CPA | PreparerPersonNm |
| PTIN | P00004968 | PTIN |
| Phone | 7158342001 | PhoneNum |
| Preparation | 2015-10-09 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | ART BISHOP | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE STE 101 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $67,376,733 | GrossReceiptsAmt |
| Group Return For Affiliates | false | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1989 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | PROVIDE BENEFITS TO MEMBERS | ActivityOrMissionDesc |
| Voting Members Governing Body | 15 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 15 | VotingMembersIndependentCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $46,603,087 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $47,011,856 | CYProgramServiceRevenueAmt |
| PY Investment Income | $3,231,962 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,591,574 | CYInvestmentIncomeAmt |
| PY Other Revenue | $64,355 | PYOtherRevenueAmt |
| CY Other Revenue | $76,278 | CYOtherRevenueAmt |
| PY Total Revenue | $49,899,404 | PYTotalRevenueAmt |
| CY Total Revenue | $51,679,708 | CYTotalRevenueAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $36,304,672 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $36,319,216 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $742,552 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $716,360 | CYSalariesCompEmpBnftPaidAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $5,071,824 | PYOtherExpensesAmt |
| CY Other Expenses | $5,287,614 | CYOtherExpensesAmt |
| PY Total Expenses | $42,119,048 | PYTotalExpensesAmt |
| CY Total Expenses | $42,323,190 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $7,780,356 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $9,356,518 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $102,292,081 | TotalAssetsBOYAmt |
| Total Assets EOY | $111,703,755 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $675,932 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $731,088 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $101,616,149 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $110,972,667 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVIDE BENEFITS TO MEMBERS | MissionDesc |
| Significant New Program Srvc | false | SignificantNewProgramSrvcInd |
| Significant Change | false | SignificantChangeInd |
| Desc | WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, VISION, AND OTHER BENEFITS TO PLAN PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES. | Desc |
| Described In Section501c3 | false | DescribedInSection501c3Ind |
| Schedule B Required | false | ScheduleBRequiredInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Donor Advised Fund | false | DonorAdvisedFundInd |
| Conservation Easements | false | ConservationEasementsInd |
| Collections Of Art | false | CollectionsOfArtInd |
| Credit Counseling | false | CreditCounselingInd |
| Temp Or Permanent Endowments | false | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (true) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (true) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | false | ReportProgramRelatedInvstInd |
| Report Other Assets | false | ReportOtherAssetsInd |
| Report Other Liabilities | false | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (true) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (true) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | false | ConsolidatedAuditFinclStmtInd |
| School Operating | false | SchoolOperatingInd |
| Foreign Office | false | ForeignOfficeInd |
| Foreign Activities | false | ForeignActivitiesInd |
| More Than5000 K To Org | false | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | false | MoreThan5000KToIndividualsInd |
| Professional Fundraising | false | ProfessionalFundraisingInd |
| Fundraising Activities | false | FundraisingActivitiesInd |
| Gaming Activities | false | GamingActivitiesInd |
| Operate Hospital | false | OperateHospitalInd |
| Grants To Organizations | false | GrantsToOrganizationsInd |
| Grants To Individuals | false | GrantsToIndividualsInd |
| Schedule J Required | false | ScheduleJRequiredInd |
| Tax Exempt Bonds | false | TaxExemptBondsInd |
| Loan Outstanding | false | LoanOutstandingInd |
| Grant To Related Person | false | GrantToRelatedPersonInd |
| Business Rln With Org Mem | false | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | false | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | false | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | false | DeductibleNonCashContriInd |
| Deductible Art Contribution | false | DeductibleArtContributionInd |
| Terminate Operations | false | TerminateOperationsInd |
| Partial Liquidation | false | PartialLiquidationInd |
| Disregarded Entity | Yes (true) | DisregardedEntityInd |
| Related Entity | false | RelatedEntityInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | false | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (true) | ScheduleORequiredInd |
| IRP Document | 1029 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 10 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (true) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | false | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | false | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | false | TaxablePartyNotificationInd |
| Nondeductible Contributions | false | NondeductibleContributionsInd |
| Indoor Tanning Services | false | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 15 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 15 | IndependentVotingMemberCnt |
| Family Or Business Rln | false | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | false | DelegationOfMgmtDutiesInd |
| Change To Org Documents | false | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | false | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | Yes (true) | MembersOrStockholdersInd |
| Election Of Board Members | Yes (true) | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | false | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (true) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (true) | MinutesOfCommitteesInd |
| Officer Mailing Address | false | OfficerMailingAddressInd |
| Local Chapters | false | LocalChaptersInd |
| Form990 Provided To Gvrn Body | false | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (true) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (true) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (true) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (true) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (true) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (true) | CompensationProcessCEOInd |
| Compensation Process Other | false | CompensationProcessOtherInd |
| Investment In Joint Venture | false | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | THE ORGANIZATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6082769111 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (17 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd |
|---|---|---|---|---|---|---|
| JOHN DESENS | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DON ALLEN | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| SEAN FRANK | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| BOB VAN ERT | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GREG YOUNG | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK LAUER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DEAN MILLER | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| CHRIS GULBRANDSON | ||||||
| SECRETARY | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LEO SOKOLIK | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| MARK HADY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| JIM ELAND II | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| GERALD SCHULZ | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| TIM PADESKY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| LOYAL O'LEARY | ||||||
| CHAIRMAN | 5.00 | Yes (X) | $0 | $0 | $0 | |
| DAN MURPHY | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ROBERT DOYLE | ||||||
| TRUSTEE | 5.00 | Yes (X) | $0 | $0 | $0 | |
| ART BISHOP | ||||||
| TRUST FUND A | 40.00 | $105,594 | $0 | $24,335 | Yes (X) | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $105,594 | TotalReportableCompFromOrgAmt |
| Total Other Compensation | $24,335 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 1 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | false | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | false | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | false | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ANTHEM BLUE CROSS AND BLUE SHIELD | |||||
| PO BOX 30302-445 | ATLANTA | GA | 303261039 | PREFERRED PROVI | $1,115,429 |
| REINHART BOERNER VAN DUEREN | |||||
| PO BOX 2965 | MILWAUKEE | WI | 532012965 | ATTORNEY | $195,467 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYERS CONTRIBUTIONS | 900099 | $43,995,341 | $43,995,341 |
| PARTICIPANTS CONTRIBUTIONS | 900099 | $2,879,212 | $2,879,212 |
| SUBROGATION | 900099 | $137,303 | $137,303 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $47,011,856 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,888,854 | TotalRevenueColumnAmt |
| Exclusion | $1,888,854 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $18,399,745 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $15,697,025 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,702,720 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,702,720 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,702,720 | RelatedOrExemptFuncIncomeAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| RENTAL INCOME | 900099 | $65,067 | $65,067 |
| MISCELLANEOUS INCOME | 900099 | $11,211 | $11,211 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $76,278 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $51,679,708 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $49,790,854 | RelatedOrExemptFuncIncomeAmt |
| Exclusion | $1,888,854 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,319,216 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $128,929 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $427,512 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,037 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $85,882 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $40,157 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| ADMINISTRATIVE EXPENSES | $5,153,859 |
| INVESTMENT EXPENSES | $93,598 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $42,323,190 | TotalAmt |
| Program Services | $0 | ProgramServicesAmt |
| Management And General | $0 | ManagementAndGeneralAmt |
| Fundraising | $0 | FundraisingAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,135,149 | BOYAmt |
| EOY | $12,258,446 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,616,693 | BOYAmt |
| EOY | $4,576,990 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $2,212,420 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $665,097 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,558,694 | BOYAmt |
| EOY | $1,547,323 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $75,336,705 | BOYAmt |
| EOY | $81,077,279 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,637,262 | BOYAmt |
| EOY | $12,243,717 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,578 | BOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,292,081 | BOYAmt |
| EOY | $111,703,755 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,932 | BOYAmt |
| EOY | $731,088 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $675,932 | BOYAmt |
| EOY | $731,088 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,616,149 | BOYAmt |
| EOY | $110,972,667 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $101,616,149 | BOYAmt |
| EOY | $110,972,667 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $102,292,081 | BOYAmt |
| EOY | $111,703,755 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $9,356,518 | ReconcilationRevenueExpnssAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | false | AccountantCompileOrReviewInd |
| FS Audited | Yes (true) | 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 (true) | AuditCommitteeInd |
| Federal Grant Audit Required | false | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $293,648 | OtherCostOrOtherBasisAmt |
| Book Value | $293,648 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $1,606,261 | OtherCostOrOtherBasisAmt |
| Depreciation | $381,372 | DepreciationAmt |
| Book Value | $1,224,889 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $243,270 | OtherCostOrOtherBasisAmt |
| Depreciation | $214,484 | DepreciationAmt |
| Book Value | $28,786 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $69,241 | OtherCostOrOtherBasisAmt |
| Depreciation | $69,241 | DepreciationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $1,547,323 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | AFL-CIO HOUSING INV TRUST | Desc |
| Book Value | $12,243,717 | BookValueAmt |
| Method Valuation | C | MethodValuationCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $12,243,717 | TotalBookValueSecuritiesAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $51,586,110 | TotalRevEtcAuditedFinclStmtAmt |
| Revenue Subtotal | $51,586,110 | RevenueSubtotalAmt |
| Other Revenues Not Included | $93,598 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $93,598 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $51,679,708 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $42,229,592 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Subtotal | $42,229,592 | ExpensesSubtotalAmt |
| Other Expenses Not Included | $93,598 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $93,598 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $42,323,190 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE D, PAGE 3, PART X | EXPLANATION: THE PLAN WILL RECOGNIZE ANY ACCRUED INTEREST AND PENALTIES RELATED TO UNRECOGNIZED BENEFITS IN INCOME TAX, IF INCURRED. THE PLAN'S PREVIOUS THREE TAX YEARS ARE OPEN FOR EXAMINATION BY THE INTERNAL REVENUE SERVICE. |
| SCHEDULE D, PAGE 4, PART XI, LINE 4B | INVESTMENT EXPENSES 93,598 |
| SCHEDULE D, PAGE 4, PART XII, LINE 4B | INVESTMENT EXPENSES 93,598 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (7 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PAGE 6, PART VI, LINE 6 | EXPLANATION: EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER. |
| FORM 990, PAGE 6, PART VI, LINE 7A | EXPLANATION: THE TRUSTEES OF THE ORGANIZATION ARE ELECTED BY THE MEMBERS TO REPRESENT THE MEMBERS OF THE ORGANIZATION. |
| FORM 990, PAGE 6, PART VI, LINE 11B | EXPLANATION: THE TRUST ADMINISTRATOR AND ATTORNEY REVIEW A DRAFT OF FORM 990 BEFORE IT IS FILED. THE RETURN IS NOT REVIEWED BY THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 12C | EACH TRUSTEE HAS SIGNED AN AGREEMENT STATING THAT HE OR SHE WILL ACT IN ACCORDANCE WITH THE TRUST AGREEMENT. |
| FORM 990, PAGE 6, PART VI, LINE 15A | EXPLANATION: COMPENSATION OF THE TRUST ADMINISTRATOR IS DETERMINED BY THE BOARD OF TRUSTEES. |
| FORM 990, PAGE 6, PART VI, LINE 19 | DOCUMENTATION IS AVAILABLE UPON REQUEST. |
| FORM 990, PART XI, LINE 9 | INVESTMENT EXPENSES -93,598 INVESTMENT EXPENSES 93,598 |
Schedule R IRS990ScheduleR
Id Disregarded Entities IdDisregardedEntitiesGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN ELECTRICAL (SEE PART VII) | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2730 DAIRY DRIVE NO 101 | AddressLine1Txt |
| City | MADISON | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53718 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 264568574 | EIN |
| Primary Activities | PART VII | PrimaryActivitiesTxt |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Total Income | $165,942 | TotalIncomeAmt |
| End Of Year Assets | $1,576,494 | EndOfYearAssetsAmt |
Direct Controlling Entity Name DirectControllingEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NA | BusinessNameLine1Txt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | SCHEDULE R | FormAndLineReferenceDesc |
| Explanation | PART I (A) CONTINUATION: WISCONSIN ELECTRICAL EMPLOYEES HEALTH AND WELFARE FUND OFFICE, LLC PART I (B) CONTINUATION: HOLD AND LEASE PROPERTY AND PROVIDE ADMINISTRATIVE SERVICES | ExplanationTxt |