Liabilities / Assets
20th percentile
Higher debt load relative to assets than 20% of similar nonprofits.
990 • Fiscal year 2019 • EIN 23-7067380
Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.
Liabilities / Assets
20th percentile
Higher debt load relative to assets than 20% of similar nonprofits.
Liabilities / Revenue
30th percentile
Higher debt load relative to revenue than 30% of similar nonprofits.
Net Margin
93rd percentile
Higher net margin than 93% of similar nonprofits.
Top Officer Pay
40th percentile
Higher top officer pay than 40% of similar nonprofits.
Top officer pay equals 0.0% of source-year revenue.
Asset Growth
27th percentile
Faster asset growth than 27% of similar nonprofits.
Revenue Growth
47th percentile
Faster revenue growth than 47% of similar nonprofits.
Assets
Up$46,690,364
Up $1,312,928 (+2.9%) from 2018
Net Assets
Up$46,659,122
Up $1,304,893 (+2.9%) from 2018
Liabilities
Up$31,242
Up $8,035 (+35%) from 2018
Revenue
Up$3,948,104
Up $151,152 (+4.0%) from 2018
Expenses
Up$1,543,771
Up $81,451 (+5.6%) from 2018
Net Income
Up$2,404,333
Up $69,701 (+3.0%) from 2018
Provide health benefits to multi-employer employees
| Line | Beginning | End | Change |
|---|---|---|---|
| Assets | |||
| Rtn Earn Endowment Incm Other Fnds | $45,354,229 | $46,659,122 | ▲ $1,304,893 |
| Investments Other Securities | $44,421,044 | $45,808,133 | ▲ $1,387,089 |
| Cash and Non-Interest-Bearing Accounts | $556,554 | $383,134 | ▼ $173,420 |
| Prepaid Expenses and Deferred Charges | $193,084 | $177,050 | ▼ $16,034 |
| Savings and Temporary Cash Investments | $107,386 | $105,948 | ▼ $1,438 |
| Land, Buildings, and Equipment, Net | $8,567 | $0 | ▼ $8,567 |
| Pd in Cap Srpls Land Bldg Eqp Fund | $0 | $0 | → $0 |
| Cap Stk Tr Prin Current Funds | $0 | $0 | → $0 |
| Total Assets | $45,377,436 | $46,690,364 | ▲ $1,312,928 |
| Other Assets Total | $90,801 | $216,099 | ▲ $125,298 |
| Liabilities | |||
| Accounts Payable and Accrued Expenses | $23,207 | $31,242 | ▲ $8,035 |
| Total Liabilities | $23,207 | $31,242 | ▲ $8,035 |
| Net Assets / Fund Balance | |||
| Total Net Assets Fund Balance | $45,354,229 | $46,659,122 | ▲ $1,304,893 |
| Total Liabilities and Net Assets / Fund Balance | $45,377,436 | $46,690,364 | ▲ $1,312,928 |
| Asset | Book Value | Depreciation | Basis |
|---|---|---|---|
| Equipment | $0 | $25,700 | $25,700 |
| Other Securities | $45,808,133 | - | - |
| Name | Title |
|---|---|
| Mr Dean Warsh | Trustee |
| Mr Dennis Winkler | Trustee |
| Mr Gregg Schwister | Trustee |
| Mr John Jacobs | Trustee |
| Mr Rick Roberts | Trustee |
| Mr Robert Rayburn | Trustee |
| Line Item | Amount |
|---|---|
| Other Expenses | $1,543,771 |
| Grants and Similar Amounts Paid | $0 |
| Professional Fundraising Fees | $0 |
| Salaries, Compensation, and Employee Benefits | $0 |
| Total Fundraising Expense | $0 |
| Line Item | Program | Management | Fundraising | Total |
|---|---|---|---|---|
| Office Expenses | - | - | - | $105,328 |
| Fees for Services Accounting | - | - | - | $35,920 |
| Information Technology | - | - | - | $26,638 |
| Occupancy | - | - | - | $24,441 |
| Fees for Service Investment Mgmnt Fees | - | - | - | $19,345 |
| Fees for Services Legal | - | - | - | $10,797 |
| Depreciation Depletion | - | - | - | $8,567 |
| Insurance | - | - | - | $8,557 |
| Other Expenses | - | - | - | $5,804 |
| All Other Expenses | - | - | - | $3,947 |
| Total Functional Expenses | $0 | $0 | $0 | $1,543,771 |
| Line Item | Amount |
|---|---|
| Total Expenses per Form 990 | $1,543,771 |
| Expenses per Audited Statements | $1,524,426 |
| Total Expenses per Audited Statements | $1,524,426 |
| Expenses Not Reported on Financial Statements | $19,345 |
| Expenses Not Reported on Form 990 | $0 |
| Line Item | Amount |
|---|---|
| Professional Fundraising Fees | $0 |
“A copy was provided to the board of trustees for review”
“AVAILABLE UPON REQUEST”
“The process for oversight of the audit has not changed.”
“Line 2a remains blank even though the plan prepared forms w-2 and a related form w-3. These forms were prepared to show the payment of benefits to participants of the plan and not for payments to employees, as the question indicates. The plan does not have employees because it contracts for all services related to plan operation.”
“The plan has obtained a favorable tax determination letter from the internal revenue service dated august 28, 1967, stating that the plan is qualified pursuant to section 501(c)(9) of the internal revenue code (irc), and, accordingly, the plan's net investment income is exempt from income taxes. The plan sponsor believes that the plan, as amended, continues to qualify and to operate in accordance with applicable provisions of the internal revenue code. In addition, the plan and the trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. U.s. Gaap requires plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that, more likely than not, would not be sustained upon examination by the department of labor or internal revenue service. Plan management has analyzed the tax positions taken by the plan, and has concluded that as of may 31, 2019, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. Generally, for united states federal income taxes, the plan is only subject to examination for the current year's tax return and the preceding three years' returns. The plan is not required to file any state tax returns and therefore is generally not subject to examination by state taxing authorities.”
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/AccountantCompileOrReviewInd | 0 | 0 |
| IRS990/AccountsPayableAccrExpnssGrp/BOYAmt | 0 | 23207 |
| IRS990/AccountsPayableAccrExpnssGrp/EOYAmt | 0 | 31242 |
| IRS990/ActivitiesConductedPrtshpInd | 0 | 0 |
| IRS990/ActivityOrMissionDesc | 0 | PROVIDE HEALTH BENEFITS TO MULTI-EMPLOYER EMPLOYEES |
| IRS990/AllOtherExpensesGrp/TotalAmt | 0 | 3947 |
| IRS990/AuditCommitteeInd | 0 | 1 |
| IRS990/BackupWthldComplianceInd | 0 | 1 |
| IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | TRUSTEES |
| IRS990/BooksInCareOfDetail/PhoneNum | 0 | 4147780068 |
| IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 11001 W PLANK ROAD SUITE 120 |
| IRS990/BooksInCareOfDetail/USAddress/CityNm | 0 | WAUWATOSA |
| IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 53226 |
| IRS990/BusinessRlnWithFamMemInd | 0 | 0 |
| IRS990/BusinessRlnWithOfficerEntInd | 0 | 0 |
| IRS990/BusinessRlnWithOrgMemInd | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt | 0 | 0 |
| IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt | 0 | 0 |
| IRS990/CashNonInterestBearingGrp/BOYAmt | 0 | 556554 |
| IRS990/CashNonInterestBearingGrp/EOYAmt | 0 | 383134 |
| IRS990/ChangeToOrgDocumentsInd | 0 | 0 |
| IRS990/CntrctRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/CollectionsOfArtInd | 0 | 0 |
| IRS990/CompensationFromOtherSrcsInd | 0 | 0 |
| IRS990/CompensationProcessCEOInd | 0 | 0 |
| IRS990/CompensationProcessOtherInd | 0 | 0 |
| IRS990/ConflictOfInterestPolicyInd | 0 | 0 |
| IRS990/ConservationEasementsInd | 0 | 0 |
| IRS990/ConsolidatedAuditFinclStmtInd | 0 | 0 |
| IRS990/CreditCounselingInd | 0 | 0 |
| IRS990/CYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/CYContributionsGrantsAmt | 0 | 0 |
| IRS990/CYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/CYInvestmentIncomeAmt | 0 | 2611827 |
| IRS990/CYOtherExpensesAmt | 0 | 1543771 |
| IRS990/CYOtherRevenueAmt | 0 | 11723 |
| IRS990/CYProgramServiceRevenueAmt | 0 | 1324554 |
| IRS990/CYRevenuesLessExpensesAmt | 0 | 2404333 |
| IRS990/CYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/CYTotalExpensesAmt | 0 | 1543771 |
| IRS990/CYTotalFundraisingExpenseAmt | 0 | 0 |
| IRS990/CYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/CYTotalRevenueAmt | 0 | 3948104 |
| IRS990/DecisionsSubjectToApprovaInd | 0 | 0 |
| IRS990/DeductibleArtContributionInd | 0 | 0 |
| IRS990/DeductibleNonCashContriInd | 0 | 0 |
| IRS990/DelegationOfMgmtDutiesInd | 0 | 0 |
| IRS990/DepreciationDepletionGrp/TotalAmt | 0 | 8567 |
| IRS990/Desc | 0 | PROVIDE HEALTH COVERAGE TO PARTICIPANTS ON A COST PLUS PLAN |
| IRS990/DescribedInSection501c3Ind | 0 | 0 |
| IRS990/DisregardedEntityInd | 0 | 0 |
| IRS990/DocumentRetentionPolicyInd | 0 | 0 |
| IRS990/DonorAdvisedFundInd | 0 | 0 |
| IRS990/ElectionOfBoardMembersInd | 0 | 0 |
| IRS990/EmployeeCnt | 0 | 0 |
| IRS990/FamilyOrBusinessRlnInd | 0 | 0 |
| IRS990/FederalGrantAuditRequiredInd | 0 | 0 |
| IRS990/FeesForServicesAccountingGrp/TotalAmt | 0 | 35920 |
| IRS990/FeesForServicesLegalGrp/TotalAmt | 0 | 10797 |
| IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt | 0 | 19345 |
| IRS990/ForeignActivitiesInd | 0 | 0 |
| IRS990/ForeignFinancialAccountInd | 0 | 0 |
| IRS990/ForeignOfficeInd | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 0 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 1 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 2 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 3 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 4 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt | 5 | 1.00 |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 0 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 1 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 2 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 3 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 4 | X |
| IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd | 5 | X |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 0 | MR RICK ROBERTS |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 1 | MR DENNIS WINKLER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 2 | MR ROBERT RAYBURN |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 3 | MR GREGG SCHWISTER |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 4 | MR DEAN WARSH |
| IRS990/Form990PartVIISectionAGrp/PersonNm | 5 | MR JOHN JACOBS |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 0 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 1 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 2 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 3 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 4 | 0 |
| IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt | 5 | 0 |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 0 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 1 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 2 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 3 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 4 | TRUSTEE |
| IRS990/Form990PartVIISectionAGrp/TitleTxt | 5 | TRUSTEE |
| IRS990/Form990ProvidedToGvrnBodyInd | 0 | 1 |
| IRS990/FormationYr | 0 | 1968 |
| IRS990/FormerOfcrEmployeesListedInd | 0 | 0 |
| IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd | 0 | X |
| IRS990/FSAuditedInd | 0 | 1 |
| IRS990/FundraisingActivitiesInd | 0 | 0 |
| IRS990/GainOrLossGrp/SecuritiesAmt | 0 | -386591 |
| IRS990/GamingActivitiesInd | 0 | 0 |
| IRS990/GoverningBodyVotingMembersCnt | 0 | 6 |
| IRS990/GrantsToIndividualsInd | 0 | 0 |
| IRS990/GrantsToOrganizationsInd | 0 | 0 |
| IRS990/GrantToRelatedPersonInd | 0 | 0 |
| IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt | 0 | 33015477 |
| IRS990/GrossReceiptsAmt | 0 | 37350172 |
| IRS990/GroupReturnForAffiliatesInd | 0 | 0 |
| IRS990/IncludeFIN48FootnoteInd | 0 | 1 |
| IRS990/IndependentAuditFinclStmtInd | 0 | 1 |
| IRS990/IndependentVotingMemberCnt | 0 | 6 |
| IRS990/IndivRcvdGreaterThan100KCnt | 0 | 0 |
| IRS990/IndoorTanningServicesInd | 0 | 0 |
| IRS990/InfoInScheduleOPartVIInd | 0 | X |
| IRS990/InfoInScheduleOPartXIIInd | 0 | X |
| IRS990/InformationTechnologyGrp/TotalAmt | 0 | 26638 |
| IRS990/InsuranceGrp/TotalAmt | 0 | 8557 |
| IRS990/InvestmentIncomeGrp/ExclusionAmt | 0 | 2998418 |
| IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt | 0 | 2998418 |
| IRS990/InvestmentInJointVentureInd | 0 | 0 |
| IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt | 0 | 44421044 |
| IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt | 0 | 45808133 |
| IRS990/IRPDocumentCnt | 0 | 2 |
| IRS990/IRPDocumentW2GCnt | 0 | 0 |
| IRS990/LandBldgEquipAccumDeprecAmt | 0 | 25700 |
| IRS990/LandBldgEquipBasisNetGrp/BOYAmt | 0 | 8567 |
| IRS990/LandBldgEquipBasisNetGrp/EOYAmt | 0 | 0 |
| IRS990/LandBldgEquipCostOrOtherBssAmt | 0 | 25700 |
| IRS990/LegalDomicileStateCd | 0 | WI |
| IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt | 0 | 33402068 |
| IRS990/LoanOutstandingInd | 0 | 0 |
| IRS990/LocalChaptersInd | 0 | 0 |
| IRS990/MaterialDiversionOrMisuseInd | 0 | 0 |
| IRS990/MembersOrStockholdersInd | 0 | 0 |
| IRS990/MethodOfAccountingAccrualInd | 0 | X |
| IRS990/MinutesOfCommitteesInd | 0 | 1 |
| IRS990/MinutesOfGoverningBodyInd | 0 | 1 |
| IRS990/MissionDesc | 0 | PROVIDE HEALTH BENEFITS TO MULTI-EMPLOYER EMPLOYEES |
| IRS990/MoreThan5000KToIndividualsInd | 0 | 0 |
| IRS990/MoreThan5000KToOrgInd | 0 | 0 |
| IRS990/NetAssetsOrFundBalancesBOYAmt | 0 | 45354229 |
| IRS990/NetAssetsOrFundBalancesEOYAmt | 0 | 46659122 |
| IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt | 0 | -386591 |
| IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt | 0 | -386591 |
| IRS990/NetUnrelatedBusTxblIncmAmt | 0 | 0 |
| IRS990/NetUnrlzdGainsLossesInvstAmt | 0 | -1099440 |
| IRS990/NoListedPersonsCompensatedInd | 0 | X |
| IRS990/NondeductibleContributionsInd | 0 | 0 |
| IRS990/OccupancyGrp/TotalAmt | 0 | 24441 |
| IRS990/OfficeExpensesGrp/TotalAmt | 0 | 105328 |
| IRS990/OfficerMailingAddressInd | 0 | 0 |
| IRS990/OperateHospitalInd | 0 | 0 |
| IRS990/Organization501cInd | 0 | X |
| IRS990/OrgDoesNotFollowSFAS117Ind | 0 | X |
| IRS990/OtherAssetsTotalGrp/BOYAmt | 0 | 90801 |
| IRS990/OtherAssetsTotalGrp/EOYAmt | 0 | 216099 |
| IRS990/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990/OtherExpensesGrp/Desc | 0 | PRE-FUNDING & OPT OUT |
| IRS990/OtherExpensesGrp/Desc | 1 | CONSULTING |
| IRS990/OtherExpensesGrp/Desc | 2 | CONTINUING EDUCATION |
| IRS990/OtherExpensesGrp/Desc | 3 | EQUIPMENT RENTAL |
| IRS990/OtherExpensesGrp/TotalAmt | 0 | 1265053 |
| IRS990/OtherExpensesGrp/TotalAmt | 1 | 22500 |
| IRS990/OtherExpensesGrp/TotalAmt | 2 | 6874 |
| IRS990/OtherExpensesGrp/TotalAmt | 3 | 5804 |
| IRS990/OtherRevenueMiscGrp/BusinessCd | 0 | 900099 |
| IRS990/OtherRevenueMiscGrp/Desc | 0 | REFUND OF PRIOR YEAR HEALTH CLAIM |
| IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt | 0 | 11723 |
| IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt | 0 | 11723 |
| IRS990/OtherRevenueTotalAmt | 0 | 11723 |
| IRS990/PartialLiquidationInd | 0 | 0 |
| IRS990/PayPremiumsPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt | 0 | 0 |
| IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt | 0 | 0 |
| IRS990/PoliticalCampaignActyInd | 0 | 0 |
| IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt | 0 | 193084 |
| IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt | 0 | 177050 |
| IRS990/PrincipalOfficerNm | 0 | ROBERT RAYBURN |
| IRS990/ProfessionalFundraisingInd | 0 | 0 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 0 | 525100 |
| IRS990/ProgramServiceRevenueGrp/BusinessCd | 1 | 525100 |
| IRS990/ProgramServiceRevenueGrp/Desc | 0 | CONTRACTOR CONTRIBUTIONS |
| IRS990/ProgramServiceRevenueGrp/Desc | 1 | LIQUIDATED DAMAGES |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1324054 |
| IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt | 1 | 500 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 0 | 1324054 |
| IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt | 1 | 500 |
| IRS990/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990/PYBenefitsPaidToMembersAmt | 0 | 0 |
| IRS990/PYContributionsGrantsAmt | 0 | 0 |
| IRS990/PYGrantsAndSimilarPaidAmt | 0 | 0 |
| IRS990/PYInvestmentIncomeAmt | 0 | 2347890 |
| IRS990/PYOtherExpensesAmt | 0 | 1462320 |
| IRS990/PYOtherRevenueAmt | 0 | 82699 |
| IRS990/PYProgramServiceRevenueAmt | 0 | 1366363 |
| IRS990/PYRevenuesLessExpensesAmt | 0 | 2334632 |
| IRS990/PYSalariesCompEmpBnftPaidAmt | 0 | 0 |
| IRS990/PYTotalExpensesAmt | 0 | 1462320 |
| IRS990/PYTotalProfFndrsngExpnsAmt | 0 | 0 |
| IRS990/PYTotalRevenueAmt | 0 | 3796952 |
| IRS990/RcvFndsToPayPrsnlBnftCntrctInd | 0 | 0 |
| IRS990/ReconcilationRevenueExpnssAmt | 0 | 2404333 |
| IRS990/RelatedEntityInd | 0 | 1 |
| IRS990/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990/ReportInvestmentsOtherSecInd | 0 | 1 |
| IRS990/ReportLandBuildingEquipmentInd | 0 | 1 |
| IRS990/ReportOtherAssetsInd | 0 | 0 |
| IRS990/ReportOtherLiabilitiesInd | 0 | 0 |
| IRS990/ReportProgramRelatedInvstInd | 0 | 0 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt | 0 | 45354229 |
| IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt | 0 | 46659122 |
| IRS990/SavingsAndTempCashInvstGrp/BOYAmt | 0 | 107386 |
| IRS990/SavingsAndTempCashInvstGrp/EOYAmt | 0 | 105948 |
| IRS990/ScheduleBRequiredInd | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/BookValueAmt | 0 | 0 |
| IRS990ScheduleD/EquipmentGrp/DepreciationAmt | 0 | 25700 |
| IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt | 0 | 25700 |
| IRS990ScheduleD/ExpensesNotReportedAmt | 0 | 0 |
| IRS990ScheduleD/ExpensesNotRptFinclStmtAmt | 0 | 19345 |
| IRS990ScheduleD/ExpensesSubtotalAmt | 0 | 1524426 |
| IRS990ScheduleD/FootnoteTextInd | 0 | X |
| IRS990ScheduleD/InvestmentExpensesNotIncld2Amt | 0 | 19345 |
| IRS990ScheduleD/InvestmentExpensesNotIncldAmt | 0 | 19345 |
| IRS990ScheduleD/NetUnrealizedGainsInvstAmt | 0 | -1099440 |
| IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt | 0 | 45808133 |
| IRS990ScheduleD/OtherSecuritiesGrp/Desc | 0 | PUBLICLY TRADED SECURITIES |
| IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd | 0 | F |
| IRS990ScheduleD/RevenueNotReportedAmt | 0 | -1099440 |
| IRS990ScheduleD/RevenueNotReportedFinclStmtAmt | 0 | 19345 |
| IRS990ScheduleD/RevenueSubtotalAmt | 0 | 3928759 |
| IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt | 0 | THE PLAN HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER FROM THE INTERNAL REVENUE SERVICE DATED AUGUST 28, 1967, STATING THAT THE PLAN IS QUALIFIED PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC), AND, ACCORDINGLY, THE PLAN'S NET INVESTMENT INCOME IS EXEMPT FROM INCOME TAXES. THE PLAN SPONSOR BELIEVES THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE INTERNAL REVENUE CODE. IN ADDITION, THE PLAN AND THE TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. U.S. GAAP REQUIRES PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE DEPARTMENT OF LABOR OR INTERNAL REVENUE SERVICE. PLAN MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN BY THE PLAN, AND HAS CONCLUDED THAT AS OF MAY 31, 2019, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. GENERALLY, FOR UNITED STATES FEDERAL INCOME TAXES, THE PLAN IS ONLY SUBJECT TO EXAMINATION FOR THE CURRENT YEAR'S TAX RETURN AND THE PRECEDING THREE YEARS' RETURNS. THE PLAN IS NOT REQUIRED TO FILE ANY STATE TAX RETURNS AND THEREFORE IS GENERALLY NOT SUBJECT TO EXAMINATION BY STATE TAXING AUTHORITIES. |
| IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | PART X, LINE 2: |
| IRS990ScheduleD/TotalBookValueLandBuildingsAmt | 0 | 0 |
| IRS990ScheduleD/TotalBookValueSecuritiesAmt | 0 | 45808133 |
| IRS990ScheduleD/TotalExpensesPerForm990Amt | 0 | 1543771 |
| IRS990ScheduleD/TotalRevenuePerForm990Amt | 0 | 3948104 |
| IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt | 0 | 2829319 |
| IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt | 0 | 1524426 |
| IRS990/ScheduleJRequiredInd | 0 | 0 |
| IRS990/ScheduleORequiredInd | 0 | 1 |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | A COPY WAS PROVIDED TO THE BOARD OF TRUSTEES FOR REVIEW |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | AVAILABLE UPON REQUEST |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | THE PROCESS FOR OVERSIGHT OF THE AUDIT HAS NOT CHANGED. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | LINE 2A REMAINS BLANK EVEN THOUGH THE PLAN PREPARED FORMS W-2 AND A RELATED FORM W-3. THESE FORMS WERE PREPARED TO SHOW THE PAYMENT OF BENEFITS TO PARTICIPANTS OF THE PLAN AND NOT FOR PAYMENTS TO EMPLOYEES, AS THE QUESTION INDICATES. THE PLAN DOES NOT HAVE EMPLOYEES BECAUSE IT CONTRACTS FOR ALL SERVICES RELATED TO PLAN OPERATION. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | FORM 990, PART VI, SECTION B, LINE 11B |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | FORM 990, PART VI, SECTION C, LINE 19 |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | FORM 990, PART XII, LINE 2C |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | FORM 990, PART V, LINE 2A |
| IRS990ScheduleR/AssetExchangeInd | 0 | 0 |
| IRS990ScheduleR/AssetPurchaseFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/AssetSaleToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/DivRelatedOrganizationInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 0 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 1 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 2 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd | 3 | 0 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 0 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 1 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 2 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd | 3 | N/A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 0 | MILWAUKEE ELECTRICAL CONSTRUCTION INDUSTRY BOARD |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 1 | ELECTRICAL CONTRACTORS ASSOCIATION - MILWAUKEE CHAPTER |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 2 | ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt | 3 | MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP & TRAINING PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 0 | 237067380 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 1 | 390260800 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 2 | 391291994 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN | 3 | 391027476 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 0 | 501(C)(6) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 1 | 501(C)(6) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 2 | 401A |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt | 3 | 501(C)(3) |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 0 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 1 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 2 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd | 3 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 0 | COLLECTION OF FUNDS ON BEHALF OF THE PLAN |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 1 | PROVIDES ADMINISTRATIVE SERVICES |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 2 | PROVIDES OCCUPANCY AND COMPUTER SERVICES |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt | 3 | EDUCATIONAL PROGRAMS FOR ELECTRICIANS |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 0 | 11001 W PLANK ROAD SUITE 120 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 1 | 11001 W PLANK ROAD SUITE 120 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 2 | 11001 W PLANK ROAD SUITE 120 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt | 3 | 11001 W PLANK ROAD SUITE 120 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 0 | WAUWATOSA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 1 | WAUWATOSA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 2 | WAUWATOSA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm | 3 | WAUWATOSA |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 1 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 2 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd | 3 | WI |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 0 | 53226 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 1 | 53226 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 2 | 53226 |
| IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd | 3 | 53226 |
| IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd | 0 | 0 |
| IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PaidEmployeesSharingInd | 0 | 1 |
| IRS990ScheduleR/PerformOfServicesByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/PerformOfServicesForOthOrgInd | 0 | 0 |
| IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidByOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/ReimbursementPaidToOtherOrgInd | 0 | 1 |
| IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd | 0 | 0 |
| IRS990ScheduleR/RentalOfFcltsFromOthOrgInd | 0 | 1 |
| IRS990ScheduleR/SharingOfFacilitiesInd | 0 | 1 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 0 | 24441 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 1 | 48366 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 2 | 70313 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt | 3 | 1406 |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 0 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 1 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 2 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt | 3 | CASH |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 0 | ELECTRICAL CONTRACTORS ASSOCIATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 1 | ELECTRICAL CONSTRUCTION INDUSTRY PENSION PLAN & ELEC CONTRACTORS ASSOC |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 2 | ELECTRICAL CONTRACTORS ASSOCIATION |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt | 3 | MILWAUKEE ELECTRICAL JOINT APPRENTICESHIP TRAINING COMMITTEE TRUST FUND (JA |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 0 | K |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 1 | P |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 2 | P |
| IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt | 3 | P |
| IRS990ScheduleR/TransferFromOtherOrgInd | 0 | 0 |
| IRS990ScheduleR/TransferToOtherOrgInd | 0 | 0 |
| IRS990/SchoolOperatingInd | 0 | 0 |
| IRS990/SignificantChangeInd | 0 | 0 |
| IRS990/SignificantNewProgramSrvcInd | 0 | 0 |
| IRS990/SubjectToExcsTaxNetInvstIncInd | 0 | 0 |
| IRS990/SubjectToProxyTaxInd | 0 | 0 |
| IRS990/SubjToTaxRmnrtnExPrchtPymtInd | 0 | 0 |
| IRS990/TaxablePartyNotificationInd | 0 | 0 |
| IRS990/TaxExemptBondsInd | 0 | 0 |
| IRS990/TempOrPermanentEndowmentsInd | 0 | 0 |
| IRS990/TerminateOperationsInd | 0 | 0 |
| IRS990/TotalAssetsBOYAmt | 0 | 45377436 |
| IRS990/TotalAssetsEOYAmt | 0 | 46690364 |
| IRS990/TotalAssetsGrp/BOYAmt | 0 | 45377436 |
| IRS990/TotalAssetsGrp/EOYAmt | 0 | 46690364 |
| IRS990/TotalCompGreaterThan150KInd | 0 | 0 |
| IRS990/TotalEmployeeCnt | 0 | 0 |
| IRS990/TotalFunctionalExpensesGrp/TotalAmt | 0 | 1543771 |
| IRS990/TotalGrossUBIAmt | 0 | 0 |
| IRS990/TotalLiabilitiesBOYAmt | 0 | 23207 |
| IRS990/TotalLiabilitiesEOYAmt | 0 | 31242 |
| IRS990/TotalLiabilitiesGrp/BOYAmt | 0 | 23207 |
| IRS990/TotalLiabilitiesGrp/EOYAmt | 0 | 31242 |
| IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt | 0 | 45354229 |
| IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt | 0 | 46659122 |
| IRS990/TotalOtherCompensationAmt | 0 | 0 |
| IRS990/TotalProgramServiceRevenueAmt | 0 | 1324554 |
| IRS990/TotalReportableCompFromOrgAmt | 0 | 0 |
| IRS990/TotalRevenueGrp/ExclusionAmt | 0 | 2611827 |
| IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt | 0 | 1336277 |
| IRS990/TotalRevenueGrp/TotalRevenueColumnAmt | 0 | 3948104 |
| IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt | 0 | 0 |
| IRS990/TotalVolunteersCnt | 0 | 6 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt | 0 | 45377436 |
| IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt | 0 | 46690364 |
| IRS990/TotReportableCompRltdOrgAmt | 0 | 0 |
| IRS990/TypeOfOrganizationCorpInd | 0 | X |
| IRS990/UnrelatedBusIncmOverLimitInd | 0 | 0 |
| IRS990/UponRequestInd | 0 | X |
| IRS990/USAddress/AddressLine1Txt | 0 | 11001 W PLANK ROAD NO 120 |
| IRS990/USAddress/CityNm | 0 | WAUWATOSA |
| IRS990/USAddress/StateAbbreviationCd | 0 | WI |
| IRS990/USAddress/ZIPCd | 0 | 53226 |
| IRS990/VotingMembersGoverningBodyCnt | 0 | 6 |
| IRS990/VotingMembersIndependentCnt | 0 | 6 |
| IRS990/WebsiteAddressTxt | 0 | N/A |
| IRS990/WhistleblowerPolicyInd | 0 | 0 |
| ReturnHeader/BuildTS | 0 | 2020-04-17 16:48:07Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | ROBERT RAYBURN |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | TRUSTEE-SECRETARY |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 4147780068 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2019-12-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | MILWAUKEE ELECTRICAL CONSTRUCTION |
| ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt | 0 | INDUSTRY PREFUNDING CREDIT REIMBURSEMENT |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | MILW |
| ReturnHeader/Filer/EIN | 0 | 237067380 |
| ReturnHeader/Filer/PhoneNum | 0 | 4147780068 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 11001 W PLANK ROAD NO 120 |
| ReturnHeader/Filer/USAddress/CityNm | 0 | WAUWATOSA |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | WI |
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Displayed year
2019 • Form 990Detailed filing. Detailed filing data is available for this year.