Civic Intelligence

International Operating Engineers Union 49 Health and Welfare Fund

990 • Fiscal year 2016 • EIN 23-7015120

Jun 01, 2015 to May 31, 2016 • Filed on Jan 10, 2017

Organization ProfileWWW.HEALTH49.ORG

View Organization Page

3001 Metro Drive No 500Bloomington, MN 55425

(952) 854-0795

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

49th percentile

0.02x

Higher debt load relative to assets than 49% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Liabilities / Revenue

44th percentile

0.03x

Higher debt load relative to revenue than 44% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Net Margin

62nd percentile

6.1%

Higher net margin than 62% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Top Officer Pay

69th percentile

$186,234

Higher top officer pay than 69% of similar nonprofits.

Top officer pay equals 0.1% of source-year revenue.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2016

Asset Growth

40th percentile

1.8%

Faster asset growth than 40% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Revenue Growth

52nd percentile

5.0%

Faster revenue growth than 52% of similar nonprofits.

2016 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$244,910,257

Up $4,262,932 (+1.8%) from 2015

Net Assets

Up

$240,633,194

Up $4,592,681 (+1.9%) from 2015

Liabilities

Down

$4,277,063

Down $329,749 (-7.2%) from 2015

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin62nd percentile

Revenue

Up

$165,808,236

Up $7,920,441 (+5.0%) from 2015

Expenses

Up

$155,685,143

Up $12,445,060 (+8.7%) from 2015

Net Income

Down

$10,123,093

Down $4,524,619 (-31%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$400M$300M$200M$100M$0Assets 2011: $170,379,821Liabilities 2011: $3,529,183Net Assets 2011: $166,850,6382011Assets 2012: $186,742,074Liabilities 2012: $4,130,390Net Assets 2012: $182,611,6842012Assets 2013: $198,266,368Liabilities 2013: $3,614,970Net Assets 2013: $194,651,3982013Assets 2014: $223,469,719Liabilities 2014: $4,631,856Net Assets 2014: $218,837,8632014Assets 2015: $240,647,325Liabilities 2015: $4,606,812Net Assets 2015: $236,040,5132015Assets 2016: $244,910,257Liabilities 2016: $4,277,063Net Assets 2016: $240,633,1942016Assets 2017: $263,502,083Liabilities 2017: $4,810,279Net Assets 2017: $258,691,8042017Assets 2018: $278,920,254Liabilities 2018: $5,166,938Net Assets 2018: $273,753,3162018Assets 2019: $264,597,271Liabilities 2019: $4,965,830Net Assets 2019: $259,631,4412019Assets 2020: $275,244,066Liabilities 2020: $5,106,641Net Assets 2020: $270,137,4252020Assets 2021: $333,006,559Liabilities 2021: $5,666,382Net Assets 2021: $327,340,1772021Assets 2022: $286,515,108Liabilities 2022: $5,620,136Net Assets 2022: $280,894,9722022Assets 2023: $261,152,900Liabilities 2023: $6,398,519Net Assets 2023: $254,754,3812023Assets 2024: $273,000,965Liabilities 2024: $7,435,030Net Assets 2024: $265,565,9352024

Highlighted filing

2016

Assets$244,910,257
Liabilities$4,277,063
Net Assets$240,633,194
Open 2016 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300M$200M$100M$0-$100MExpenses 2011: $98,334,8962011Expenses 2012: $101,997,4092012Expenses 2013: $121,201,3582013Revenue 2014: $141,071,290Expenses 2014: $125,632,795Net Income 2014: $15,438,4952014Revenue 2015: $157,887,795Expenses 2015: $143,240,083Net Income 2015: $14,647,7122015Revenue 2016: $165,808,236Expenses 2016: $155,685,143Net Income 2016: $10,123,0932016Revenue 2017: $177,763,021Expenses 2017: $174,414,748Net Income 2017: $3,348,2732017Revenue 2018: $187,518,459Expenses 2018: $180,251,900Net Income 2018: $7,266,5592018Revenue 2019: $202,617,145Expenses 2019: $213,210,786Net Income 2019: -$10,593,6412019Revenue 2020: $213,352,248Expenses 2020: $203,160,625Net Income 2020: $10,191,6232020Revenue 2021: $229,673,316Expenses 2021: $211,876,116Net Income 2021: $17,797,2002021Revenue 2022: $232,318,179Expenses 2022: $252,393,049Net Income 2022: -$20,074,8702022Revenue 2023: $242,223,199Expenses 2023: $266,059,773Net Income 2023: -$23,836,5742023Revenue 2024: $270,552,928Expenses 2024: $276,642,390Net Income 2024: -$6,089,4622024

Highlighted filing

2016

Revenue$165,808,236
Expenses$155,685,143
Net Income$10,123,093
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2015 to May 31, 2016
Signed
Jan 10, 2017
Return Version
2015v3.0
Gross Receipts
$169,915,658
Mission and Program Overview

Mission

Payment of health care benefits for eligible participants and dependents as provided by the plan document.

HEALTH AND WELFARE FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$236,040,513$240,633,194▲ $4,592,681
Investments in Publicly Traded Securities$194,302,785$202,435,911▲ $8,133,126
Accounts Receivable$15,357,162$15,059,340▼ $297,822
Cash and Non-Interest-Bearing Accounts$6,366,388$11,628,325▲ $5,261,937
Savings and Temporary Cash Investments$20,898,963$9,923,067▼ $10,975,896
Investments Other Securities$3,669,277$5,825,811▲ $2,156,534
Prepaid Expenses and Deferred Charges$37,554$33,743▼ $3,811
Land, Buildings, and Equipment, Net$15,196$4,060▼ $11,136
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$240,647,325$244,910,257▲ $4,262,932
Liabilities
Deferred Revenue$3,156,555$3,111,195▼ $45,360
Accounts Payable and Accrued Expenses$1,114,713$927,871▼ $186,842
Other Liabilities$335,544$237,997▼ $97,547
Total Liabilities$4,606,812$4,277,063▼ $329,749
Net Assets / Fund Balance
Total Net Assets Fund Balance$236,040,513$240,633,194▲ $4,592,681
Total Liabilities and Net Assets / Fund Balance$240,647,325$244,910,257▲ $4,262,932

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$4,060$43,998$48,058
Compensation and Service Providers
Top Officer Pay69th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha LafaveFund CoordinatorFT$110,500$43,577$154,077
Gene GroverAlternate Trustee--$145,306$145,306
Steven PiperTrustee--$145,306$145,306
Jason GeorgeTrustee--$127,567$127,567
Kyle JonesTrustee - Past--$99,200$99,200
Brent PykkonenAlternate Trustee - Past--$74,188$74,188

Board Members and Trustees

NameTitle
Glen JohnsonChairman
Kim WalkerAlternate Trustee
Martha HenricksonAlternate Trustee - Past
Clayton JohnsonTrustee
Mark HubbardTrustee
Steve HallTrustee
Timothy GillenTrustee
William PattSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Bluecross Blueshield Of MnPpo Access Fee1200 YANKEE DOODLE ROAD, Eagan, MN 55122$2,664,874
Wilson-mcshane CorporationThird Party Administrator3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$2,245,812
Medical Advocate ProgramMedical Consulting12425 28TH STREET NORTH, St Petersburg, FL 33716$853,145
Stairway Partners LLCInvestment Services2215 YORK ROAD, Oak Brook, IL 60523$520,153
Mcgrann Shea Carnival Straughn & LambLegal Consulting800 NICOLLET MALL SUITE 2600, Minneapolis, MN 55402$314,048
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$162,277,511
Investment Income
$3,519,325
Other Revenue
$11,400
Change in Net Assets
$10,123,093

Audited Revenue Reconciliation

Revenue per Audited Statements
$165,248,573
Revenue Not Reported on Financial Statements
$559,663
Revenue Not Reported on Form 990
$-5,530,412
Total Revenue per Audited Statements
$159,718,161
Total Revenue per Form 990
$165,808,236
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,387,303
Salaries, Compensation, and Employee Benefits$255,557
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$151,042,283
Fees for Services Management---$2,203,913
Fees for Service Investment Mgmnt Fees---$559,663
Fees for Services Legal---$414,935
Fees for Services Other---$214,354
Office Expenses---$165,319
Other Salaries and Wages---$160,932
Conferences and Meetings---$64,231
Pension Plan Contributions---$54,686
Insurance---$53,941
Fees for Services Accounting---$30,000
Other Expenses---$28,750
Other Employee Benefits---$27,365
Payroll Taxes---$12,574
Depreciation Depletion---$11,821
Travel---$4,523
Total Functional Expenses$0$0$0$155,685,143

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$155,685,143
Expenses per Audited Statements$155,125,480
Total Expenses per Audited Statements$155,125,480
Expenses Not Reported on Financial Statements$559,663
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Deposits Held for Other Funds$237,997
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the board of trustees retains the ultimate responsibility, the board has delegated the day to day administrative duties to wilson-mcshane corporation as the third party administrator of the fund.”

Form 990, Part VI, Section A, Line 7A

“The fund shall be administered by an equal number of trustees, half of whom shall be appointed by international union of operating engineers local no. 49 and shall act as union trustees, and half of whom shall be appointed by associated general contractors of minnesota, inc. Minneapolis and st. Paul builders division and highway and heavy division and shall act as employer trustees.”

Form 990, Part VI, Section B, Line 11

“Form 990 is provided to the entire board of trustees for review before the form 990 is filed.”

Form 990, Part VI, Section B, Line 12C

“Each trustee is required to annually sign a statement which affirms that each trustee: has received a copy of the conflict of interest policy, has read and understands the policy, and has agreed to comply with the policy. In addition, to ensure the plan operates in a manner consistent with its purposes and does not engage in activities that could jeopardize its lawful status and allow the trustees to fulfill their fiduciary obligations, periodic reviews of compliance with the conflict of interest policy are conducted by the trustees and the plan's attorney.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents, conflict of interest policy, and financial statements available at the fund office.”

Filing and Contact Details

Filer

Filer Name
International Operating Engineers Union
EIN
23-7015120
Phone
9528540795
Address
3001 METRO DRIVE NO 500, BLOOMINGTON, MN 55425

Signing Officer

Name
Glen Johnson
Title
Chairman
Phone
9528540795
Signed
2017-01-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Glen Johnson
Formed
1968
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
0
Employees
124
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Eric C Baertsch
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The plan files form 990, return of organization exempt from income tax, and form 5500, annual return/report of employee benefit plan. The plan's returns are subject to examination by the internal revenue service until the applicable statute of limitations expires.”

Raw XML AppendixShowing 400 of 2,887 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt01114713
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0927871
IRS990/AccountsReceivableGrp/BOYAmt015357162
IRS990/AccountsReceivableGrp/EOYAmt015059340
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH AND WELFARE FUND
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0151042283
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILSON-MCSHANE CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum09528540795
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt03001 METRO DRIVE SUITE 500
IRS990/BooksInCareOfDetail/USAddress/CityNm0BLOOMINGTON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055425
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt06366388
IRS990/CashNonInterestBearingGrp/EOYAmt011628325
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt09
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt064231
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02664874
IRS990/ContractorCompensationGrp/CompensationAmt12245812
IRS990/ContractorCompensationGrp/CompensationAmt2853145
IRS990/ContractorCompensationGrp/CompensationAmt3520153
IRS990/ContractorCompensationGrp/CompensationAmt4314048
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt01200 YANKEE DOODLE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt13001 METRO DRIVE SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt212425 28TH STREET NORTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt32215 YORK ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4800 NICOLLET MALL SUITE 2600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0EAGAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1BLOOMINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ST PETERSBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3OAK BROOK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4MINNEAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055122
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155425
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd233716
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd360523
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd455402
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BLUECROSS BLUESHIELD OF MN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1WILSON-MCSHANE CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2MEDICAL ADVOCATE PROGRAM
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3STAIRWAY PARTNERS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4MCGRANN SHEA CARNIVAL STRAUGHN & LAMB
IRS990/ContractorCompensationGrp/ServicesDesc0PPO ACCESS FEE
IRS990/ContractorCompensationGrp/ServicesDesc1THIRD PARTY ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc2MEDICAL CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc3INVESTMENT SERVICES
IRS990/ContractorCompensationGrp/ServicesDesc4LEGAL CONSULTING
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0151042283
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt03519325
IRS990/CYOtherExpensesAmt04387303
IRS990/CYOtherRevenueAmt011400
IRS990/CYProgramServiceRevenueAmt0162277511
IRS990/CYRevenuesLessExpensesAmt010123093
IRS990/CYSalariesCompEmpBnftPaidAmt0255557
IRS990/CYTotalExpensesAmt0155685143
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0165808236
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03156555
IRS990/DeferredRevenueGrp/EOYAmt03111195
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/TotalAmt011821
IRS990/Desc0THE PLAN PROVIDES HEALTH CARE, PRESCRIPTION DRUGS, LIFE, ACCIDENTAL DEATH AND DISMEMBERMENT, DENTAL, DISABILITY AND VISION BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt0124
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt030000
IRS990/FeesForServicesLegalGrp/TotalAmt0414935
IRS990/FeesForServicesManagementGrp/TotalAmt02203913
IRS990/FeesForServicesOtherGrp/TotalAmt0214354
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0559663
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt055.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt155.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt255.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt355.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt455.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt555.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt655.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt02.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt12.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt22.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt32.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt42.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt52.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt62.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt72.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt82.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt92.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt102.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt112.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt122.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt1340.00
IRS990/Form990PartVIISectionAGrp/HighestCompensatedEmployeeInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt045181
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt143710
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt243570
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt337508
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt443570
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt57840
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt616288
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1343577
IRS990/Form990PartVIISectionAGrp/PersonNm0GLEN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1CLAYTON JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN PIPER
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm4GENE GROVER
IRS990/Form990PartVIISectionAGrp/PersonNm5BRENT PYKKONEN
IRS990/Form990PartVIISectionAGrp/PersonNm6KYLE JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7WILLIAM PATT
IRS990/Form990PartVIISectionAGrp/PersonNm8TIMOTHY GILLEN
IRS990/Form990PartVIISectionAGrp/PersonNm9STEVE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm10MARK HUBBARD
IRS990/Form990PartVIISectionAGrp/PersonNm11KIM WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm12MARTHA HENRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm13MARTHA LAFAVE
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt13110500
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0141053
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1121394
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2101736
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt390059
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4101736
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt566348
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt682912
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ALTERNATE TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt7SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12ALTERNATE TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt13FUND COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-539286
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03568136
IRS990/GrossReceiptsAmt0169915658
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt053941
IRS990/InvestmentIncomeGrp/ExclusionAmt04058611
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04058611
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt03669277
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt05825811
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0194302785
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0202435911
IRS990/IRPDocumentCnt03080
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt043998
IRS990/LandBldgEquipBasisNetGrp/BOYAmt015196
IRS990/LandBldgEquipBasisNetGrp/EOYAmt04060
IRS990/LandBldgEquipCostOrOtherBssAmt048058
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt04107422
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0PAYMENT OF HEALTH CARE BENEFITS FOR ELIGIBLE PARTICIPANTS AND DEPENDENTS AS PROVIDED BY THE PLAN DOCUMENT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0236040513
IRS990/NetAssetsOrFundBalancesEOYAmt0240633194
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-539286
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-539286
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt0-5530412
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0165319
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt027365
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt0635853
IRS990/OtherExpensesGrp/TotalAmt128750
IRS990/OtherLiabilitiesGrp/BOYAmt0335544
IRS990/OtherLiabilitiesGrp/EOYAmt0237997
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0LITIGATION PROCEEDS
IRS990/OtherRevenueMiscGrp/ExclusionAmt011400
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt011400
IRS990/OtherRevenueTotalAmt011400
IRS990/OtherSalariesAndWagesGrp/TotalAmt0160932
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt012574
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt054686
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt037554
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt033743
IRS990/PrincipalOfficerNm0GLEN JOHNSON
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/BusinessCd4900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTIC/RETIREE CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc2HRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc3NON-BARGAINING CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc4RECIPROCITY CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0127111585
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt111379481
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt29715587
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt38627264
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt43848183
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0127111585
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt111379481
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt29715587
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt38627264
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt43848183
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0138490103
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt04536815
IRS990/PYOtherExpensesAmt04556070
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0153350980
IRS990/PYRevenuesLessExpensesAmt014647712
IRS990/PYSalariesCompEmpBnftPaidAmt0193910
IRS990/PYTotalExpensesAmt0143240083
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0157887795
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt010123093
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0236040513
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0240633194
IRS990/SavingsAndTempCashInvstGrp/BOYAmt020898963
IRS990/SavingsAndTempCashInvstGrp/EOYAmt09923067
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt04060
IRS990ScheduleD/EquipmentGrp/DepreciationAmt043998
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt048058
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0559663
IRS990ScheduleD/ExpensesSubtotalAmt0155125480
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0559663
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0559663
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0-5530412
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0237997
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS HELD FOR OTHER FUNDS
IRS990ScheduleD/RevenueNotReportedAmt0-5530412
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0559663
IRS990ScheduleD/RevenueSubtotalAmt0165248573
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE PLAN FILES FORM 990, RETURN OF ORGANIZATION EXEMPT FROM INCOME TAX, AND FORM 5500, ANNUAL RETURN/REPORT OF EMPLOYEE BENEFIT PLAN. THE PLAN'S RETURNS ARE SUBJECT TO EXAMINATION BY THE INTERNAL REVENUE SERVICE UNTIL THE APPLICABLE STATUTE OF LIMITATIONS EXPIRES.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt04060
IRS990ScheduleD/TotalExpensesPerForm990Amt0155685143
IRS990ScheduleD/TotalLiabilityAmt0237997
IRS990ScheduleD/TotalRevenuePerForm990Amt0165808236
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0159718161
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0155125480
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt2110500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0141053
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1121394
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt229895
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt032418
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt130947
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt213682
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt012763

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$244,910,257
Liabilities
$4,277,063
Net assets
$240,633,194
Revenue
$165,808,236
Expenses
$155,685,143
Net income
$10,123,093
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$273$7.44$266$271$277$6.09
2023Detailed filing. Detailed filing data is available for this year.$261$6.40$255$242$266$23.8
2022Detailed filing. Detailed filing data is available for this year.$287$5.62$281$232$252$20.1
2021Detailed filing. Detailed filing data is available for this year.$333$5.67$327$230$212$17.8
2020Detailed filing. Detailed filing data is available for this year.$275$5.11$270$213$203$10.2
2019Detailed filing. Detailed filing data is available for this year.$265$4.97$260$203$213$10.6
2018Detailed filing. Detailed filing data is available for this year.$279$5.17$274$188$180$7.27
2017Detailed filing. Detailed filing data is available for this year.$264$4.81$259$178$174$3.35
2016Detailed filing. Detailed filing data is available for this year.$245$4.28$241$166$156$10.1
2015Detailed filing. Detailed filing data is available for this year.$241$4.61$236$158$143$14.6
2014Detailed filing. Detailed filing data is available for this year.$223$4.63$219$141$126$15.4
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$198$3.61$195$121
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$187$4.13$183$102
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$170$3.53$167$98.3