Civic Intelligence

Wisconsin Masons Health Care Fund

EIN 23-7422786 • 501(c)9 • Madison, WI

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Profile

SEE BELOW

2901 W Beltline Highway 100Madison, WI 53713-4226

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

86th percentile

0.36x

Higher debt load relative to assets than 86% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

90th percentile

0.35x

Higher debt load relative to revenue than 90% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

24th percentile

-3.0%

Higher net margin than 24% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

73rd percentile

$197,545

Higher top officer pay than 73% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

30th percentile

1.8%

Faster asset growth than 30% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

64th percentile

12%

Faster revenue growth than 64% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets86th percentile

Assets

Down

$23,310,010

Down $1,835,398 (-7.3%) from 2022

Liabilities

Up

$8,302,204

Up $29,110 (+0.4%) from 2022

Net Assets

Down

$15,007,806

Down $1,864,508 (-11%) from 2022

Operations
Liabilities / Revenue90th percentileNet Margin24th percentile

Revenue

Up

$23,457,553

Up $3,848,217 (+20%) from 2022

Expenses

Up

$24,171,331

Up $3,248,386 (+16%) from 2022

Net Income

Up

-$713,778

Up $599,831 (+46%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth30th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2011: $33,893,980Liabilities 2011: $8,686,890Net Assets 2011: $25,207,0902011Assets 2012: $34,872,617Liabilities 2012: $8,831,360Net Assets 2012: $26,041,2572012Assets 2013: $34,705,117Liabilities 2013: $10,677,102Net Assets 2013: $24,028,0152013Assets 2015: $26,812,442Liabilities 2015: $11,466,943Net Assets 2015: $15,345,4992015Assets 2016: $22,980,196Liabilities 2016: $13,022,635Net Assets 2016: $9,957,5612016Assets 2017: $20,859,429Liabilities 2017: $11,395,202Net Assets 2017: $9,464,2272017Assets 2018: $20,621,432Liabilities 2018: $14,078,833Net Assets 2018: $6,542,5992018Assets 2019: $22,522,832Liabilities 2019: $12,551,578Net Assets 2019: $9,971,2542019Assets 2020: $28,387,794Liabilities 2020: $11,789,519Net Assets 2020: $16,598,2752020Assets 2021: $30,780,214Liabilities 2021: $8,645,764Net Assets 2021: $22,134,4502021Assets 2022: $25,145,408Liabilities 2022: $8,273,094Net Assets 2022: $16,872,3142022Assets 2024: $23,310,010Liabilities 2024: $8,302,204Net Assets 2024: $15,007,8062024

Highlighted filing

2024

Assets$23,310,010
Liabilities$8,302,204
Net Assets$15,007,806
Open 2024 Filing

Operations Trend

Revenue Growth64th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40M$30M$20M$10M$0-$10MExpenses 2011: $21,616,3242011Expenses 2012: $21,373,5042012Expenses 2013: $22,575,8282013Revenue 2015: $23,695,442Expenses 2015: $26,189,954Net Income 2015: -$2,494,5122015Revenue 2016: $24,185,996Expenses 2016: $30,106,510Net Income 2016: -$5,920,5142016Revenue 2017: $24,614,109Expenses 2017: $25,608,056Net Income 2017: -$993,9472017Revenue 2018: $29,204,496Expenses 2018: $31,914,029Net Income 2018: -$2,709,5332018Revenue 2019: $27,922,270Expenses 2019: $24,276,006Net Income 2019: $3,646,2642019Revenue 2020: $26,847,465Expenses 2020: $20,989,646Net Income 2020: $5,857,8192020Revenue 2021: $23,411,626Expenses 2021: $17,388,659Net Income 2021: $6,022,9672021Revenue 2022: $19,609,336Expenses 2022: $20,922,945Net Income 2022: -$1,313,6092022Revenue 2024: $23,457,553Expenses 2024: $24,171,331Net Income 2024: -$713,7782024

Highlighted filing

2024

Revenue$23,457,553
Expenses$24,171,331
Net Income-$713,778
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$23,310,010
Liabilities
$8,302,204
Net assets
$15,007,806
Revenue
$23,457,553
Expenses
$24,171,331
Net income
-$713,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$23.3$8.30$15.0$23.5$24.2$0.71
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.1$8.27$16.9$19.6$20.9$1.31
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$30.8$8.65$22.1$23.4$17.4$6.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$28.4$11.8$16.6$26.8$21.0$5.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.5$12.6$9.97$27.9$24.3$3.65
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.6$14.1$6.54$29.2$31.9$2.71
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.9$11.4$9.46$24.6$25.6$0.99
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$13.0$9.96$24.2$30.1$5.92
2015Detailed filing. Detailed filing data is available for this year.$26.8$11.5$15.3$23.7$26.2$2.49
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.7$10.7$24.0$22.6
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$34.9$8.83$26.0$21.4
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$33.9$8.69$25.2$21.6
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Sep 1, 2023 to Aug 31, 2024
Signed
Jul 14, 2025
Return Version
2023v6.0
Gross Receipts
$33,810,831
Mission and Program Overview

Mission

See Below

To provide health, life, dental, and temporary disability benefits to eligible participants, spouses, and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,508,715$18,181,874▲ $673,159
Rtn Earn Endowment Incm Other Fnds$14,136,805$15,007,806▲ $871,001
Accounts Receivable$2,769,346$3,423,473▲ $654,127
Savings and Temporary Cash Investments$2,463,323$1,552,956▼ $910,367
Prepaid Expenses and Deferred Charges$151,344$151,707▲ $363
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$22,892,728$23,310,010▲ $417,282
Liabilities
Other Liabilities$8,023,671$7,594,687▼ $428,984
Accounts Payable and Accrued Expenses$732,252$707,517▼ $24,735
Total Liabilities$8,755,923$8,302,204▼ $453,719
Net Assets / Fund Balance
Total Net Assets Fund Balance$14,136,805$15,007,806▲ $871,001
Total Liabilities and Net Assets / Fund Balance$22,892,728$23,310,010▲ $417,282
Compensation and Service Providers
Top Officer Pay73rd percentile

Employees

NameTitleOtherTotal
Jason Hoffman Thru 62724Trustee$83,932$83,932
Andrew Reed Thru 4524Trustee$54,888$54,888

Board Members and Trustees

NameTitle
Jim VickChair
Barry ScholzTrustee
David BohlTrustee
Derek Allen Thru 61924Trustee
Jason MattilaTrustee
Jeff LeckweeTrustee
Jeff StaverTrustee
Joe PaushaTrustee
Matt MarcellisTrustee
Mike Testolin Start 61924Trustee
Patrick MccabeTrustee
Tobin BoyleTrustee
Tony FoxTrustee
Tyler SwansonTrustee
William BonlenderTrustee
Wynn JonesTrustee
Matt QuasiusSecretary/treasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefit Plan AdministrationContract Administration2901 WEST BELTLINE HIGHWAY SUITE 1, Madison, WI 53713$975,675
United Healthcare Insurance CompanyClaims / Ppo ExpensePO BOX 88822, Milwaukee, WI 53228$471,272
Mercer Health & Benefits LLCConsulting155 NORTH WACKER DRIVE STE 1500, Chicago, IL 60606$176,491
The Previant Law Firm ScLegal310 W WISCONSIN AVE, Milwaukee, WI 53203$127,482
US Bank National AssociationBanking / InvestmentsPO BOX 1800, Saint Paul, MN 55101$114,937
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$21,906,022
Investment Income
$643,284
Other Revenue
$908,247
Change in Net Assets
$-713,778

Audited Revenue Reconciliation

Revenue per Audited Statements
$22,858,588
Revenue Not Reported on Financial Statements
$598,965
Revenue Not Reported on Form 990
$1,584,779
Other Revenue Adjustments
$556,518
Total Revenue per Audited Statements
$24,443,367
Total Revenue per Form 990
$23,457,553
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$4,357,959
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$19,813,372
Fees for Services Management---$914,542
Fees for Services Other---$276,427
Other Expenses---$259,250
All Other Expenses---$241,953
Fees for Services Legal---$170,455
Office Expenses---$122,585
Fees for Service Investment Mgmnt Fees---$42,447
Conferences and Meetings---$30,839
Information Technology---$27,164
Insurance---$17,733
Total Functional Expenses$0$0$0$24,171,331

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$24,171,331
Expenses per Audited Statements$23,648,366
Total Expenses per Audited Statements$23,648,366
Expenses Not Reported on Financial Statements$522,965
Other Expense Adjustments$480,518
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
Hra Liability$5,495,691
Claims Payable$1,649,000
Cash Overdraft$449,996
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
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
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The officers and administrative manager reviews the form 990 with the accountant before signing and making a copy of the form 990 available for all trustees.”

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

“There are annual trustee questionnaires.”

Form 990, Part VI, Section C, Line 19

“The plan makes its governing documents and financial statements available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
WISCONSIN MASONS' HEALTH CARE FUND
EIN
23-7422786
Phone
8003625474
Address
2901 W BELTLINE HIGHWAY 100, MADISON, WI 53713-4226

Signing Officer

Name
Jim Vick
Title
Chairman
Phone
8003625474
Signed
2025-07-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jim Vick
Formed
1973
Legal Domicile
Wi
Voting Board Members
16
Independent Board Members
11
Employees
54
Volunteers
19

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
Bridgette Mugge
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

“The veba trust funding certain benefits of the plan received an exemption letter from the irs dated august 1976, stating the trust is tax-exempt under provisions of section 501(c)(9) of the irc. However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded for the years ended august 31, 2024 and 2023 for unrelated business income. 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 irs. The plan is subject to routine audits by taxing jurisdictions, however, there are currently no audits for any tax periods in progress.”

PART XI, LINE 4B - OTHER ADJUSTMENTS:

“Change in member dollar bank 556,518.”

PART XII, LINE 4B - OTHER ADJUSTMENTS:

“Change in member dollar bank 556,518. Decrease in benefit obligations payable -76,000.”

Raw XML AppendixShowing 400 of 691 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/BOYAmt0732252
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0707517
IRS990/AccountsReceivableGrp/BOYAmt02769346
IRS990/AccountsReceivableGrp/EOYAmt03423473
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.
IRS990/AllOtherExpensesGrp/TotalAmt0241953
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BenefitsToMembersGrp/TotalAmt019813372
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0BENESYS INC
IRS990/BooksInCareOfDetail/PhoneNum08003625474
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02901 W BELTLINE HWY SUITE 100
IRS990/BooksInCareOfDetail/USAddress/CityNm0MADISON
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0WI
IRS990/BooksInCareOfDetail/USAddress/ZIPCd0537134226
IRS990/BusinessRlnWith35CtrlEntInd00
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IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt06
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConferencesMeetingsGrp/TotalAmt030839
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0975675
IRS990/ContractorCompensationGrp/CompensationAmt1471272
IRS990/ContractorCompensationGrp/CompensationAmt2176491
IRS990/ContractorCompensationGrp/CompensationAmt3127482
IRS990/ContractorCompensationGrp/CompensationAmt4114937
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02901 WEST BELTLINE HIGHWAY SUITE 1
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt1PO BOX 88822
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt2155 NORTH WACKER DRIVE STE 1500
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt3310 W WISCONSIN AVE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt4PO BOX 1800
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0MADISON
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm1MILWAUKEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm2CHICAGO
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm3MILWAUKEE
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm4SAINT PAUL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd1WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd2IL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd3WI
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd4MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd053713
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IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd353203
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd455101
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0BENEFIT PLAN ADMINISTRATION
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt1UNITED HEALTHCARE INSURANCE COMPANY
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt2MERCER HEALTH & BENEFITS LLC
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt3THE PREVIANT LAW FIRM SC
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IRS990/ContractorCompensationGrp/ServicesDesc2CONSULTING
IRS990/ContractorCompensationGrp/ServicesDesc3LEGAL
IRS990/ContractorCompensationGrp/ServicesDesc4BANKING / INVESTMENTS
IRS990/CreditCounselingInd00
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IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt0643284
IRS990/CYOtherExpensesAmt04357959
IRS990/CYOtherRevenueAmt0908247
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IRS990/ForeignOfficeInd00
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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt180
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IRS990/Form990PartVIISectionAGrp/PersonNm1MATT QUASIUS
IRS990/Form990PartVIISectionAGrp/PersonNm2TOBIN BOYLE
IRS990/Form990PartVIISectionAGrp/PersonNm3WILLIAM BONLENDER
IRS990/Form990PartVIISectionAGrp/PersonNm4TONY FOX
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON HOFFMAN THRU 62724
IRS990/Form990PartVIISectionAGrp/PersonNm6WYNN JONES
IRS990/Form990PartVIISectionAGrp/PersonNm7JEFF LECKWEE
IRS990/Form990PartVIISectionAGrp/PersonNm8MIKE TESTOLIN START 61924
IRS990/Form990PartVIISectionAGrp/PersonNm9BARRY SCHOLZ
IRS990/Form990PartVIISectionAGrp/PersonNm10DAVID BOHL
IRS990/Form990PartVIISectionAGrp/PersonNm11JEFF STAVER
IRS990/Form990PartVIISectionAGrp/PersonNm12JASON MATTILA
IRS990/Form990PartVIISectionAGrp/PersonNm13MATT MARCELLIS
IRS990/Form990PartVIISectionAGrp/PersonNm14PATRICK MCCABE
IRS990/Form990PartVIISectionAGrp/PersonNm15ANDREW REED THRU 4524
IRS990/Form990PartVIISectionAGrp/PersonNm16TYLER SWANSON
IRS990/Form990PartVIISectionAGrp/PersonNm17DEREK ALLEN THRU 61924
IRS990/Form990PartVIISectionAGrp/PersonNm18JOE PAUSHA
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/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt180
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt0116928
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt2102249
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt3104408
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt4102718
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt544298
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt14103592
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt1527636
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt180
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1SECRETARY/TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr01973
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0103800
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt010457078
IRS990/GrossReceiptsAmt033810831
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt027164
IRS990/InsuranceGrp/TotalAmt017733
IRS990/InvestmentIncomeGrp/ExclusionAmt0539484
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0539484
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt017508715
IRS990/InvestmentsPubTradedSecGrp/EOYAmt018181874
IRS990/IRPDocumentCnt0158
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0WI
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt010353278
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MiscellaneousRevenueGrp/RelatedOrExemptFuncIncomeAmt025
IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt025
IRS990/MissionDesc0TO PROVIDE HEALTH, LIFE, DENTAL, AND TEMPORARY DISABILITY BENEFITS TO ELIGIBLE PARTICIPANTS, SPOUSES, AND DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt014136805
IRS990/NetAssetsOrFundBalancesEOYAmt015007806
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0103800
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0103800
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01584779
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt0122585
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEDICARE ADVANTAGE PREM
IRS990/OtherExpensesGrp/Desc1PPO SERVICE ADMIN FEES
IRS990/OtherExpensesGrp/Desc2HRA REIMBURSEMENTS
IRS990/OtherExpensesGrp/Desc3STOP-LOSS PREMIUMS
IRS990/OtherExpensesGrp/TotalAmt0949339
IRS990/OtherExpensesGrp/TotalAmt1670198
IRS990/OtherExpensesGrp/TotalAmt2635027
IRS990/OtherExpensesGrp/TotalAmt3259250
IRS990/OtherLiabilitiesGrp/BOYAmt08023671
IRS990/OtherLiabilitiesGrp/EOYAmt07594687
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/BusinessCd1900099
IRS990/OtherRevenueMiscGrp/BusinessCd2900099
IRS990/OtherRevenueMiscGrp/Desc0CHANGE IN MEMBER DOLLAR BANK
IRS990/OtherRevenueMiscGrp/Desc1SUBROGATION
IRS990/OtherRevenueMiscGrp/Desc2STOP LOSS
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0556518
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt1292710
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt258994
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0556518
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt1292710
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt258994
IRS990/OtherRevenueTotalAmt0908247
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt0151344
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0151707
IRS990/PrincipalOfficerNm0JIM VICK
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SELF PAY CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt020000645
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11905377
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt020000645
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11905377
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt020068701
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt0280598
IRS990/PYOtherExpensesAmt04273724
IRS990/PYOtherRevenueAmt01118197
IRS990/PYProgramServiceRevenueAmt019619903
IRS990/PYRevenuesLessExpensesAmt0-3323727
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt024342425
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt021018698
IRS990/ReconcilationRevenueExpnssAmt0-713778
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt014136805
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt015007806
IRS990/SavingsAndTempCashInvstGrp/BOYAmt02463323
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01552956
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0522965
IRS990ScheduleD/ExpensesSubtotalAmt023648366
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt042447
IRS990ScheduleD/InvestmentExpensesNotIncldAmt042447
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01584779
IRS990ScheduleD/OtherExpensesNotIncludedAmt0480518
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01649000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt15495691
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt2449996
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0CLAIMS PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1HRA LIABILITY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2CASH OVERDRAFT
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0556518
IRS990ScheduleD/RevenueNotReportedAmt01584779
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0598965
IRS990ScheduleD/RevenueSubtotalAmt022858588
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE IRS DATED AUGUST 1976, STATING THE TRUST IS TAX-EXEMPT UNDER PROVISIONS OF SECTION 501(C)(9) OF THE IRC. HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED FOR THE YEARS ENDED AUGUST 31, 2024 AND 2023 FOR UNRELATED BUSINESS INCOME. 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 IRS. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS, HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN MEMBER DOLLAR BANK 556,518.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2CHANGE IN MEMBER DOLLAR BANK 556,518. DECREASE IN BENEFIT OBLIGATIONS PAYABLE -76,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XI, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XII, LINE 4B - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt024171331
IRS990ScheduleD/TotalLiabilityAmt07594687
IRS990ScheduleD/TotalRevenuePerForm990Amt023457553
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt024443367
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt023648366
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01

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