Civic Intelligence

International Operating Engineers Union 49 Health and Welfare Fund

990 • Fiscal year 2018 • EIN 23-7015120

Jun 01, 2017 to May 31, 2018 • Filed on Mar 05, 2019

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.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Liabilities / Revenue

41st percentile

0.03x

Higher debt load relative to revenue than 41% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Net Margin

49th percentile

3.9%

Higher net margin than 49% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Top Officer Pay

67th percentile

$207,330

Higher top officer pay than 67% of similar nonprofits.

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

2018 filings • 501(c)9 • $250M-$1B nonprofits • Source year 2018

Asset Growth

70th percentile

5.9%

Faster asset growth than 70% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Revenue Growth

51st percentile

5.5%

Faster revenue growth than 51% of similar nonprofits.

2018 filings • 501(c)9 • $250M-$1B nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$278,920,254

Up $15,418,171 (+5.9%) from 2017

Net Assets

Up

$273,753,316

Up $15,061,512 (+5.8%) from 2017

Liabilities

Up

$5,166,938

Up $356,659 (+7.4%) from 2017

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin49th percentile

Revenue

Up

$187,518,459

Up $9,755,438 (+5.5%) from 2017

Expenses

Up

$180,251,900

Up $5,837,152 (+3.3%) from 2017

Net Income

Up

$7,266,559

Up $3,918,286 (+117%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth70th 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

2018

Assets$278,920,254
Liabilities$5,166,938
Net Assets$273,753,316
Open 2018 Filing

Operations Trend

Revenue Growth51st 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

2018

Revenue$187,518,459
Expenses$180,251,900
Net Income$7,266,559
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2017 to May 31, 2018
Signed
Mar 5, 2019
Return Version
2017v2.3
Gross Receipts
$203,216,913
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$258,691,804$273,753,316▲ $15,061,512
Investments in Publicly Traded Securities$216,217,924$239,553,304▲ $23,335,380
Accounts Receivable$17,512,605$18,774,379▲ $1,261,774
Cash and Non-Interest-Bearing Accounts$7,833,720$9,794,077▲ $1,960,357
Investments Other Securities$6,072,183$6,265,460▲ $193,277
Savings and Temporary Cash Investments$15,811,463$4,451,058▼ $11,360,405
Prepaid Expenses and Deferred Charges$32,970$41,382▲ $8,412
Land, Buildings, and Equipment, Net$21,218$40,594▲ $19,376
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$263,502,083$278,920,254▲ $15,418,171
Liabilities
Deferred Revenue$3,568,748$4,000,088▲ $431,340
Accounts Payable and Accrued Expenses$878,676$754,666▼ $124,010
Other Liabilities$362,855$412,184▲ $49,329
Total Liabilities$4,810,279$5,166,938▲ $356,659
Net Assets / Fund Balance
Total Net Assets Fund Balance$258,691,804$273,753,316▲ $15,061,512
Total Liabilities and Net Assets / Fund Balance$263,502,083$278,920,254▲ $15,418,171

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$40,594$30,770$71,364
Compensation and Service Providers
Top Officer Pay67th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Martha LafaveFund CoordinatorFT$119,587$51,266$170,853

Board Members and Trustees

NameTitle
Glen JohnsonChairman
Gene GroverAlternate Trustee
Martha HenricksonAlternate Trustee
Kim WalkerAlternate Trustee - Past
Adria CheneyTrustee
Clayton JohnsonTrustee
Jason GeorgeTrustee
Mark HubbardTrustee
Steven PiperTrustee
Timothy GillenTrustee
Steve HallTrustee - Past
William PattSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationThird Party Administrator3001 METRO DRIVE SUITE 500, Bloomington, MN 55425$2,425,923
Bluecross Blueshield Of MnPpo Access Fee1200 YANKEE DOODLE ROAD, Eagan, MN 55122$2,137,771
Delphi Of FloridaMedical Consulting12425 28TH STREET NORTH, St Petersburg, FL 33716$883,147
Mcgrann Shea Carnival Straughn & LambLegal Consulting800 NICOLLET MALL SUITE 2600, Minneapolis, MN 55402$797,175
Stairway Partners LLCInvestment Services2215 YORK ROAD, Oak Brook, IL 60523$604,326
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$181,871,933
Investment Income
$5,173,147
Other Revenue
$473,379
Change in Net Assets
$7,266,559

Audited Revenue Reconciliation

Revenue per Audited Statements
$186,879,415
Revenue Not Reported on Financial Statements
$639,044
Revenue Not Reported on Form 990
$7,794,953
Total Revenue per Audited Statements
$194,674,368
Total Revenue per Form 990
$187,518,459
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,421,982
Salaries, Compensation, and Employee Benefits$299,527
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$175,530,391
Fees for Services Management---$2,373,602
Fees for Services Legal---$861,158
Fees for Service Investment Mgmnt Fees---$639,044
Other Salaries and Wages---$187,213
Fees for Services Other---$149,992
Office Expenses---$120,650
Pension Plan Contributions---$64,772
Insurance---$52,463
Advertising---$50,345
Conferences and Meetings---$42,916
Other Employee Benefits---$33,383
Fees for Services Accounting---$31,000
Other Expenses---$28,885
Payroll Taxes---$14,159
Depreciation Depletion---$12,689
Travel---$4,740
Total Functional Expenses$0$0$0$180,251,900

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$180,251,900
Expenses per Audited Statements$179,612,856
Total Expenses per Audited Statements$179,612,856
Expenses Not Reported on Financial Statements$639,044
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$412,184
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 11B

“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
William Patt
Title
Secretary
Phone
9528540795
Signed
2019-03-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
William Patt
Formed
1968
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
0
Employees
127
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:

“Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize a tax liability if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by tax authorities. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

Raw XML AppendixShowing 400 of 3,058 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/BOYAmt0878676
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0754666
IRS990/AccountsReceivableGrp/BOYAmt017512605
IRS990/AccountsReceivableGrp/EOYAmt018774379
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0HEALTH AND WELFARE FUND
IRS990/AdvertisingGrp/TotalAmt050345
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0175530391
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/BOYAmt07833720
IRS990/CashNonInterestBearingGrp/EOYAmt09794077
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt08
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt042916
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt02425923
IRS990/ContractorCompensationGrp/CompensationAmt12137771
IRS990/ContractorCompensationGrp/CompensationAmt2883147
IRS990/ContractorCompensationGrp/CompensationAmt3797175
IRS990/ContractorCompensationGrp/CompensationAmt4604326
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt03001 METRO DRIVE SUITE 500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt11200 YANKEE DOODLE ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt212425 28TH STREET NORTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3800 NICOLLET MALL SUITE 2600
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt42215 YORK ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0BLOOMINGTON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1EAGAN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2ST PETERSBURG
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3MINNEAPOLIS
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4OAK BROOK
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2FL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055425
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd155122
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd233716
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd355402
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd460523
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WILSON-MCSHANE CORPORATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1BLUECROSS BLUESHIELD OF MN
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2DELPHI OF FLORIDA
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3MCGRANN SHEA CARNIVAL STRAUGHN & LAMB
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt4STAIRWAY PARTNERS LLC
IRS990/ContractorCompensationGrp/ServicesDesc0THIRD PARTY ADMINISTRATOR
IRS990/ContractorCompensationGrp/ServicesDesc1PPO ACCESS FEE
IRS990/ContractorCompensationGrp/ServicesDesc2MEDICAL CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc3LEGAL CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc4INVESTMENT SERVICES
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0175530391
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt05173147
IRS990/CYOtherExpensesAmt04421982
IRS990/CYOtherRevenueAmt0473379
IRS990/CYProgramServiceRevenueAmt0181871933
IRS990/CYRevenuesLessExpensesAmt07266559
IRS990/CYSalariesCompEmpBnftPaidAmt0299527
IRS990/CYTotalExpensesAmt0180251900
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0187518459
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DeferredRevenueGrp/BOYAmt03568748
IRS990/DeferredRevenueGrp/EOYAmt04000088
IRS990/DelegationOfMgmtDutiesInd01
IRS990/DepreciationDepletionGrp/TotalAmt012689
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/EmployeeCnt0127
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt031000
IRS990/FeesForServicesLegalGrp/TotalAmt0861158
IRS990/FeesForServicesManagementGrp/TotalAmt02373602
IRS990/FeesForServicesOtherGrp/TotalAmt0149992
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt0639044
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/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/AverageHoursPerWeekRt1240.00
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/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt053113
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt151974
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt251679
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt350927
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt451416
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt1251266
IRS990/Form990PartVIISectionAGrp/PersonNm0GLEN JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm1CLAYTON JOHNSON
IRS990/Form990PartVIISectionAGrp/PersonNm2STEVEN PIPER
IRS990/Form990PartVIISectionAGrp/PersonNm3JASON GEORGE
IRS990/Form990PartVIISectionAGrp/PersonNm4GENE GROVER
IRS990/Form990PartVIISectionAGrp/PersonNm5WILLIAM PATT
IRS990/Form990PartVIISectionAGrp/PersonNm6TIMOTHY GILLEN
IRS990/Form990PartVIISectionAGrp/PersonNm7MARK HUBBARD
IRS990/Form990PartVIISectionAGrp/PersonNm8ADRIA CHENEY
IRS990/Form990PartVIISectionAGrp/PersonNm9MARTHA HENRICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm10STEVE HALL
IRS990/Form990PartVIISectionAGrp/PersonNm11KIM WALKER
IRS990/Form990PartVIISectionAGrp/PersonNm12MARTHA 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/ReportableCompFromOrgAmt12119587
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0154217
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1132678
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2111139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3111139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4111139
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9ALTERNATE TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt11ALTERNATE TRUSTEE - PAST
IRS990/Form990PartVIISectionAGrp/TitleTxt12FUND COORDINATOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01968
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0236624
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt08
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt015935078
IRS990/GrossReceiptsAmt0203216913
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt052463
IRS990/InvestmentIncomeGrp/ExclusionAmt04936523
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt04936523
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt06072183
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt06265460
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0216217924
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0239553304
IRS990/IRPDocumentCnt01518
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt030770
IRS990/LandBldgEquipBasisNetGrp/BOYAmt021218
IRS990/LandBldgEquipBasisNetGrp/EOYAmt040594
IRS990/LandBldgEquipCostOrOtherBssAmt071364
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt015698454
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/NetAssetsOrFundBalancesBOYAmt0258691804
IRS990/NetAssetsOrFundBalancesEOYAmt0273753316
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0236624
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0236624
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt07794953
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0120650
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt033383
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt054498
IRS990/OtherExpensesGrp/TotalAmt128885
IRS990/OtherLiabilitiesGrp/BOYAmt0362855
IRS990/OtherLiabilitiesGrp/EOYAmt0412184
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0CLASS ACTION LAWSUIT R
IRS990/OtherRevenueMiscGrp/ExclusionAmt0473379
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0473379
IRS990/OtherRevenueTotalAmt0473379
IRS990/OtherSalariesAndWagesGrp/TotalAmt0187213
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt014159
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt064772
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt032970
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt041382
IRS990/PrincipalOfficerNm0WILLIAM PATT
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/Desc2RECIPROCITY CONTRIB
IRS990/ProgramServiceRevenueGrp/Desc3HRA CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc4NON-BARGAINING CONTRIB
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0133384595
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt112923279
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt211023461
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt310560032
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt410461652
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0133384595
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt112923279
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt211023461
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt310560032
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt410461652
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0169549960
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt05939088
IRS990/PYOtherExpensesAmt04583915
IRS990/PYOtherRevenueAmt03176
IRS990/PYProgramServiceRevenueAmt0171820757
IRS990/PYRevenuesLessExpensesAmt03348273
IRS990/PYSalariesCompEmpBnftPaidAmt0280873
IRS990/PYTotalExpensesAmt0174414748
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0177763021
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt07266559
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0258691804
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0273753316
IRS990/SavingsAndTempCashInvstGrp/BOYAmt015811463
IRS990/SavingsAndTempCashInvstGrp/EOYAmt04451058
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt040594
IRS990ScheduleD/EquipmentGrp/DepreciationAmt030770
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt071364
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0639044
IRS990ScheduleD/ExpensesSubtotalAmt0179612856
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0639044
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0639044
IRS990ScheduleD/NetUnrealizedGainsInvstAmt07794953
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0412184
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DEPOSITS HELD FOR OTHER FUNDS
IRS990ScheduleD/RevenueNotReportedAmt07794953
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0639044
IRS990ScheduleD/RevenueSubtotalAmt0186879415
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt040594
IRS990ScheduleD/TotalExpensesPerForm990Amt0180251900
IRS990ScheduleD/TotalLiabilityAmt0412184
IRS990ScheduleD/TotalRevenuePerForm990Amt0187518459
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0194674368
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0179612856
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt5119587
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0154217
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1132678
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2111139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3111139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4111139
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$278,920,254
Liabilities
$5,166,938
Net assets
$273,753,316
Revenue
$187,518,459
Expenses
$180,251,900
Net income
$7,266,559
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