CARPENTERS & JOINERS WELFARE FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- CARPENTERS & JOINERS WELFARE FUND (EIN 41-6024791)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-08-15
- IRS object ID
- 201102279349300645
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2011-08-15T09:32:40-05:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LARSONALLEN LLP | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 220 SOUTH SIXTH STREET SUITE 300 | AddressLine1 |
| City | MINNEAPOLIS | City |
| State | MN | State |
| ZIP Code | 55402 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 416024791 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CARPENTERS AND JOINERS WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | CARP | NameControl |
| Phone | 9528540795 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE NO 500 | AddressLine1 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55425 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TIM MCGOUGH | Name |
| Title | CHAIRMAN | Title |
| Phone | 9528540795 | Phone |
| Date Signed | 2011-08-10 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 6123764500 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | TIM MCGOUGH | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE NO 500 | AddressLine1 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55425 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 88809647 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1960 | YearFormation |
| State Legal Domicile | MN | StateLegalDomicile |
| Activity Or Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT. | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 8 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 8 | NbrIndependentVotingMembers |
| Total Nbr Employees | 49 | TotalNbrEmployees |
| Total Nbr Volunteers | 11 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 53440109 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 54583696 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 554790 | InvestmentIncomePriorYear |
| Investment Income Current Year | 3822685 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 53994899 | TotalRevenuePriorYear |
| Total Revenue Current Year | 58406381 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 68023978 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 55896843 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 2283166 | OtherExpensePriorYear |
| Other Expenses Current Year | 2447770 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 70307144 | TotalExpensesPriorYear |
| Total Expenses Current Year | 58344613 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -16312245 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 61768 | RevenuesLessExpensesCY |
| Total Assets BOY | 110162382 | TotalAssetsBOY |
| Total Assets EOY | 113242793 | TotalAssetsEOY |
| Total Liabilities BOY | 950383 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 113090 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 109211999 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 113129703 | NetAssetsOrFundBalancesEOY |
| Mission Description | PROVIDE HEALTH AND WELFARE BENEFITS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT. | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | SELF-FUNDED BENEFITS FOR APPROXIMATELY 6,666 UNION MEMBERS AND THEIR DEPENDENTS. | Description |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 1 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 2528 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 49 | NumberOfEmployees |
| Employment Tax Returns Filed | 1 | EmploymentTaxReturnsFiled |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 8 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 8 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 0 | WhistleblowerPolicy |
| Document Retention Policy | 0 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WILSON-MCSHANE CORPORATION | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9528540795 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 3001 METRO DRIVE SUITE 500 | AddressLine1 |
| City | BLOOMINGTON | City |
| State | MN | State |
| ZIP Code | 55425 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part VII | X | InfoInScheduleOPartVII |
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (11 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | OfficerOfficer | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|---|
| JAMES E MOORE | ||||||
| SECRETARY | 1.00 | X | X | 0 | 0 | 0 |
| JERRY ALANDER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| THOMAS PERRIER | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| BURT JOHNSON | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TIM MCGOUGH | ||||||
| CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| DAVE HAMILTON | ||||||
| ALTERNATE CHAIRMAN | 1.00 | X | X | 0 | 0 | 0 |
| BILL GRIMM | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| PETER DONNINO | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| KENNETH CLARK | ||||||
| ALTERNATE | 1.00 | X | 0 | 0 | 0 | |
| TOM TINGLOV | ||||||
| TRUSTEE | 1.00 | X | 0 | 0 | 0 | |
| TOM PANEK | ||||||
| ALTERNATE | 1.00 | X | 0 | 0 | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (4 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| WILSON-MCSHANE CORPORATION | |||||
| 3001 METRO DRIVE SUITE 500 | BLOOMINGTON | MN | 55425 | PLAN ADMINISTRATOR | 1962000 |
| BLUE CROSS BLUE SHIELD OF MINNESOTA | |||||
| PO BOX 64560 | ST PAUL | MN | 551640560 | CLAIMS PROCESSOR | 873883 |
| ANDERSON HELGEN DAVIS & NISSENLLC | |||||
| 150 SOUTH 5TH ST SUITE 3100 | MINNEAPOLIS | MN | 55402 | ATTORNEY | 158606 |
| DELTA DENTAL | |||||
| 3560 DELTA DENTAL DRIVE | EAGAN | MN | 551223166 | CLAIMS PROCESSOR | 147025 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 4 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | CONTRIBUTIONS | Description |
| Business Code | 525100 | BusinessCode |
| Total Revenue Column | 54583696 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54583696 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 54583696 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 2690671 | TotalRevenueColumn |
| Exclusion | $2,690,671 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 31535280 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 30403266 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 1132014 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 1132014 | TotalRevenueColumn |
| Exclusion | $1,132,014 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 58406381 | TotalRevenueColumn |
| Related Or Exempt Function Income | 54583696 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $3,822,685 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55896843 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 158606 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 55104 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 62601 | Total |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 360232 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 70933 | Total |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 3692 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32685 | Total |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| CLAIMS PROCESSING FEES | 1380000 |
| ADMINSTRATIVE FEES | 318000 |
| OTHER EXPENSES | 5917 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 58344613 | Total |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 56399 | BOY |
| EOY | 3037961 | EOY |
Accounts Receivable AccountsReceivable
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 4618232 | BOY |
| EOY | 6219709 | EOY |
Investments Other Securities InvestmentsOtherSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 105487751 | BOY |
| EOY | 103985123 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110162382 | BOY |
| EOY | 113242793 | EOY |
Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 39187 | BOY |
| EOY | 113090 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 911196 | BOY |
| EOY | 0 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 950383 | BOY |
| EOY | 113090 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109211999 | BOY |
| EOY | 113129703 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 109211999 | BOY |
| EOY | 113129703 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 110162382 | BOY |
| EOY | 113242793 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 61768 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 3855936 | ReconcilationOtherChanges |
| Method Of Accounting Accrual | X | MethodOfAccountingAccrual |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
Other Securities OtherSecurities (4 entries)
| DescriptionDescription | Book ValueBookValue | Method Of ValuationMethodOfValuation |
|---|---|---|
| SSGA PASSIVE INTERMEDIATE GOVT BOND | 29206655 | F |
| SSGA IMTERM. GOV CREDIT BD INDEX CM NL | 52406730 | F |
| NTGI QM COM DAILY S&P 500 TAX EXEMPT | 22370697 | F |
| NTGI SHORT TERM INVESTMENT FUND | 1041 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Securities | 103985123 | TotalOfBookValueSecurities |
| Total Revenue | 58406381 | TotalRevenue |
| Total Expenses | 58344613 | TotalExpenses |
| Excess Or Deficit For Year | 61768 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 3855936 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 3855936 | TotalAdjustments |
| Excess Or Deficit Per FS | 3917704 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 62199716 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 3855936 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 3855936 | RevenueNotRptdF990 |
| Revenue Subtotal | 58343780 | RevenueSubtotal |
| Investment Expenses Not Included | 62601 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 62601 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 58406381 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 58282012 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 58282012 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 62601 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 62601 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 58344613 | TotalExpensesPerForm990 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 REVIEWED IN CONJUNCTION WITH REVIEW OF ANNUAL AUDIT. | |
| THE POLICY REQUIRES PERSONS COVERED BY IT TO MONITOR AND REPORT TO THE PLAN ANY ACTUAL OR POTENTIAL CONFLICTS OF INTEREST. THE PLAN THEN INVESTIGATES TO DETERMINE IF A CONFLICT OF INTEREST, IN FACT, EXISTS, WHETHER IT IS MATERIAL, AND WHETHER CORRECTIVE ACTION IS REQUIRED. COVERED PERSONS ARE ALSO OBLIGATED TO REPORT ANY CONFLICT OF INTEREST OF WHICH THEY ARE AWARE INVOLVING OTHER COVERED PERSONS. PERSONS COVERED BY THE POLICY ALSO ANNUALLY CERTIFY IN WRITING THAT THEY HAVE NOT BEEN INVOLVED IN ANY CONFLICT OF INTEREST WHICH HAS NOT BEEN REPORTED TO THE PLAN. | FORM 990, PART VI, SECTION B, LINE 12C | |
| THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. | FORM 990, PART VI, SECTION C, LINE 19 | |
| DESCRIPTION OF SHARED HOURS | JAMES MOORE, TOM TINGLOV AND BILL GRIMM EACH WORKED A TOTAL OF 6 HOURS/WEEK FOR THE REPORTING ORGANIZATION AND THE RELATED ORGANIZATIONS AS FOLLOWS: -CARPENTERS AND JOINERS WELFARE FUND - 1 HOUR/WEEK -CARPENTERS AND JOINERS VACATION FUND -1 HOUR/WEEK -CARPENTERS AND JOINERS PENSION FUND - 1 HOUR/WEEK -CARPENTERS AND JOINERS DEFINED CONTRIBUTION FUND - 1 HOUR/WEEK -CARPENTERS AND JOINERS APPRENTICESHIP TRAINING TRUST FUND - 1 HOUR/WEEK -CARPENTERS AND JOINERS APPRENTICE AND TRAINING PROGRAM BUILDING CORP. - 1 HOUR/WEEK THOMAS PERRIER, BURT JOHNSON, TIM MCGOUGH, DAVE HAMILTON, PETER DONNINO, KENNETH CLARK AND TOM PANEK EACH WORK A TOTAL OF 4 HOURS/WEEK FOR THE REPORTING ORGANIZATION AND RELATED ORGANIZATIONS AS FOLLOWS: -CARPENTERS AND JOINERS WELFARE FUND - 1 HOUR/WEEK -CARPENTERS AND JOINERS VACATION FUND -1 HOUR/WEEK -CARPENTERS AND JOINERS PENSION FUND - 1 HOUR/WEEK -CARPENTERS AND JOINERS DEFINED CONTRIBUTION FUND - 1 HOUR/WEEK | FORM 990, PART VII, SECTION A, LINE 1A: |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 3,855,936. | FORM 990, PART XI, LINE 5: |
| THE PLAN IS CURRENTLY IN THE PROCESS OF IMPLEMENTING A DOCUMENT RETENTION AND DESTRUCTION POLICY. | FORM 990, PART VI, SECTION B, LINE 14 |
Schedule R IRS990ScheduleR
Form990 Schedule R Part II Form990ScheduleRPartII (5 entries)
| Address Line1AddressUS/AddressLine1 | CityAddressUS/City | StateAddressUS/State | ZIP CodeAddressUS/ZIPCode | EINEIN | Primary ActivitiesPrimaryActivities | Legal Domicile StateLegalDomicileState | Exempt Code SectionExemptCodeSection | Direct Controlling Entity NADirectControllingEntityNA | Controlled OrgControlledOrg | Public Charity StatusPublicCharityStatus |
|---|---|---|---|---|---|---|---|---|---|---|
| TWIN CITY CARPENTERS AND JOINERS VACATION FUND | ||||||||||
| 3001 METRO DRIVE SUITE 500 | BLOOMINGTON | MN | 55425 | 356036279 | TO PROVIDE VACATION BENEFITS FOR CARPENTERS | MN | 501(C)(9) | N/A | 0 | |
| CARPENTERS AND JOINERS PENSION FUND | ||||||||||
| 3001 METRO DRIVE SUITE 500 | BLOOMINGTON | MN | 55425 | 416043137 | TO PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS PURSUANT TO A COLLECTIVE BARG | MN | N/A | 0 | ||
| CARPENTERS AND JOINERS DEFINED CONTRIBUTION PLAN | ||||||||||
| 3001 METRO DRIVE SUITE 500 | BLOOMINGTON | MN | 55425 | 411824896 | TO PROVIDE RETIREMENT BENEFITS TO PARTICIPANTS PURSUANT TO A COLLECTIVE BARG | MN | N/A | 0 | ||
| TWIN CITY CARPENTERS AND JOINERS APPRENTICESHIP TRAINING FUND | ||||||||||
| 700 OLIVE ST | ST PAUL | MN | 55101 | 416041903 | TO PROVIDE TRAINING TO PROSPECTIVE AND CURRENT CARPENTERS. | MN | 501(C)(3) | N/A | 0 | 9 |
| CARPENTERS JOINT APPRENTICESHIP AND TRAINING PROGRAM BUILDING C | ||||||||||
| 700 OLIVE ST | ST PAUL | MN | 55101 | 411771841 | TO PROVIDE TRAINING FACILITIES TO CARPENTERS | MN | 501(C)(2) | N/A | 0 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Ann Rents Royalties | 0 | ReceiptOfIntAnnRentsRoyalties |
| Gift Grant Or Cap Contr To Other Org | 0 | GiftGrantOrCapContrToOtherOrg |
| Gift Grant Or Cap Contr Fr Other Org | 0 | GiftGrantOrCapContrFrOtherOrg |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrg |
| Loans Or Guarantees From Other Org | 0 | LoansOrGuaranteesFromOtherOrg |
| Sale Of Assets To Other Org | 0 | SaleOfAssetsToOtherOrg |
| Purchase Of Assets From Other Org | 0 | PurchaseOfAssetsFromOtherOrg |
| Exchange Of Assets | 0 | ExchangeOfAssets |
| Rental Of Facilities To Other Orgs | 0 | RentalOfFacilitiesToOtherOrgs |
| Rental Of Facilities Fr Other Orgs | 0 | RentalOfFacilitiesFrOtherOrgs |
| Perform Of Services For Other Orgs | 0 | PerformOfServicesForOtherOrgs |
| Perform Of Services By Other Orgs | 0 | PerformOfServicesByOtherOrgs |
| Sharing Of Facilities | 0 | SharingOfFacilities |
| Sharing Of Paid Employees | 0 | SharingOfPaidEmployees |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrg |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrg |
| Other Transfer To Other Org | 0 | OtherTransferToOtherOrg |
| Other Transfer From Other Org | 0 | OtherTransferFromOtherOrg |