Civic Intelligence

Fox Valley Laborers Health & Welfare Fnd

990 • Fiscal year 2014 • EIN 36-6219639

Jun 01, 2013 to May 31, 2014 • Filed on Jan 05, 2015

Organization ProfileN/A

View Organization Page

2371 BOWES ROAD No 50060123-5523

(847) 742-0900

Siviq Scores

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

Liabilities / Assets

72nd percentile

0.18x

Higher debt load relative to assets than 72% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Liabilities / Revenue

88th percentile

0.40x

Higher debt load relative to revenue than 88% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Net Margin

51st percentile

3.8%

Higher net margin than 51% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Top Officer Pay

81st percentile

$231,234

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Source year 2014

Asset Growth

65th percentile

10%

Faster asset growth than 65% of similar nonprofits.

2014 filings • 501(c)9 • $50M-$100M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Balance Sheet
Liabilities / Assets72nd percentile

Assets

Up

$68,249,473

Up $6,304,714 (+10%) from 2013

Net Assets

Up

$55,784,688

Up $2,851,043 (+5.4%) from 2013

Liabilities

Up

$12,464,785

Up $3,453,671 (+38%) from 2013

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin51st percentile

Revenue

$30,930,405

No earlier filing loaded for comparison.

Expenses

Up

$29,753,935

Up $7,603,701 (+34%) from 2013

Net Income

$1,176,470

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth65th percentile

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

$150M$100M$50M$0Assets 2010: $37,469,341Liabilities 2010: $10,533,607Net Assets 2010: $26,935,7342010Assets 2011: $46,078,753Liabilities 2011: $8,484,249Net Assets 2011: $37,594,5042011Assets 2012: $52,315,828Liabilities 2012: $8,157,789Net Assets 2012: $44,158,0392012Assets 2013: $61,944,759Liabilities 2013: $9,011,114Net Assets 2013: $52,933,6452013Assets 2014: $68,249,473Liabilities 2014: $12,464,785Net Assets 2014: $55,784,6882014Assets 2015: $76,546,889Liabilities 2015: $14,973,576Net Assets 2015: $61,573,3132015Assets 2016: $84,403,228Liabilities 2016: $19,218,941Net Assets 2016: $65,184,2872016Assets 2017: $94,092,176Liabilities 2017: $19,950,141Net Assets 2017: $74,142,0352017Assets 2018: $103,869,536Liabilities 2018: $23,471,258Net Assets 2018: $80,398,2782018Assets 2019: $104,662,668Liabilities 2019: $25,529,371Net Assets 2019: $79,133,2972019Assets 2020: $110,427,684Liabilities 2020: $26,696,912Net Assets 2020: $83,730,7722020Assets 2021: $125,450,928Liabilities 2021: $25,719,414Net Assets 2021: $99,731,5142021Assets 2022: $118,401,863Liabilities 2022: $25,508,838Net Assets 2022: $92,893,0252022Assets 2023: $120,237,721Liabilities 2023: $25,206,242Net Assets 2023: $95,031,4792023Assets 2024: $130,287,745Liabilities 2024: $27,688,742Net Assets 2024: $102,599,0032024Assets 2025: $134,975,425Liabilities 2025: $31,432,597Net Assets 2025: $103,542,8282025

Highlighted filing

2014

Assets$68,249,473
Liabilities$12,464,785
Net Assets$55,784,688
Open 2014 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$60M$40M$20M$0-$20MExpenses 2010: $16,492,3542010Expenses 2011: $16,367,9172011Expenses 2012: $18,947,1172012Expenses 2013: $22,150,2342013Revenue 2014: $30,930,405Expenses 2014: $29,753,935Net Income 2014: $1,176,4702014Revenue 2015: $37,027,330Expenses 2015: $30,936,990Net Income 2015: $6,090,3402015Revenue 2016: $40,306,306Expenses 2016: $33,127,769Net Income 2016: $7,178,5372016Revenue 2017: $38,855,622Expenses 2017: $33,144,252Net Income 2017: $5,711,3702017Revenue 2018: $42,494,725Expenses 2018: $35,993,511Net Income 2018: $6,501,2142018Revenue 2019: $43,526,050Expenses 2019: $41,832,010Net Income 2019: $1,694,0402019Revenue 2020: $42,726,216Expenses 2020: $39,047,338Net Income 2020: $3,678,8782020Revenue 2021: $42,720,407Expenses 2021: $35,908,570Net Income 2021: $6,811,8372021Revenue 2022: $44,983,923Expenses 2022: $36,621,100Net Income 2022: $8,362,8232022Revenue 2023: $45,308,810Expenses 2023: $37,272,210Net Income 2023: $8,036,6002023Revenue 2024: $46,280,368Expenses 2024: $44,146,147Net Income 2024: $2,134,2212024Revenue 2025: $50,869,559Expenses 2025: $51,694,786Net Income 2025: -$825,2272025

Highlighted filing

2014

Revenue$30,930,405
Expenses$29,753,935
Net Income$1,176,470
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jun 1, 2013 to May 31, 2014
Signed
Jan 5, 2015
Return Version
2013v4.0
Gross Receipts
$47,099,993
Mission and Program Overview

Mission

To provide medical, dental, vision, temporary disability, and death benefits to eligible members and their dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$59,199,814$64,968,429▲ $5,768,615
Rtn Earn Endowment Incm Other Fnds$52,933,645$55,784,688▲ $2,851,043
Accounts Receivable$2,595,463$3,088,427▲ $492,964
Prepaid Expenses and Deferred Charges$45,314$80,613▲ $35,299
Savings and Temporary Cash Investments$19,932$44,954▲ $25,022
Land, Buildings, and Equipment, Net$49,776$38,847▼ $10,929
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Cash and Non-Interest-Bearing Accounts$-41,660$-90,585▼ $48,925
Total Assets$61,944,759$68,249,473▲ $6,304,714
Other Assets Total$76,120$118,788▲ $42,668
Liabilities
Other Liabilities$8,949,000$12,395,000▲ $3,446,000
Accounts Payable and Accrued Expenses$62,114$69,785▲ $7,671
Total Liabilities$9,011,114$12,464,785▲ $3,453,671
Net Assets / Fund Balance
Total Net Assets Fund Balance$52,933,645$55,784,688▲ $2,851,043
Total Liabilities and Net Assets / Fund Balance$61,944,759$68,249,473▲ $6,304,714

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$23,110$254,995$278,105
Equipment$15,737$6,744$22,481
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Patricia M ShalesAdministratorFT$110,877$48,803$159,680

Board Members and Trustees

NameTitle
Mike ShalesChairman
Al OroszTrustee
Jeff FrostTrustee
John Bryan JrTrustee
Vern BaumanTrustee
Dan BrejcSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Blue Cross Blue ShieldPpo Access Fees-$650,351
Sei InvestmentInv Mgmnt/consulting-$139,558
Horizon Actuarial Services LLCPlan Consulting-$112,928
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,803,015
Investment Income
$2,831,720
Other Revenue
$295,670
Change in Net Assets
$1,176,470

Audited Revenue Reconciliation

Revenue per Audited Statements
$30,540,918
Revenue Not Reported on Financial Statements
$389,487
Revenue Not Reported on Form 990
$1,320,954
Other Revenue Adjustments
$389,487
Total Revenue per Audited Statements
$31,861,872
Total Revenue per Form 990
$30,930,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,758,867
Salaries, Compensation, and Employee Benefits$802,471
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$27,192,597
Fees for Services Other---$1,011,845
Other Salaries and Wages---$451,309
Fees for Service Investment Mgmnt Fees---$353,619
Pension Plan Contributions---$166,874
Office Expenses---$141,436
Other Employee Benefits---$135,142
Fees for Services Legal---$108,038
Fees for Services Accounting---$57,535
Payroll Taxes---$49,146
Occupancy---$34,479
Insurance---$27,198
Depreciation Depletion---$15,955
Conferences and Meetings---$7,368
Travel---$1,394
Total Functional Expenses$0$0$0$29,753,935

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$29,753,935
Expenses per Audited Statements$25,683,646
Total Expenses per Audited Statements$25,589,829
Expenses Not Reported on Financial Statements$4,070,289
Other Expense Adjustments$4,070,289
Expenses Not Reported on Form 990$-93,817
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
Est Liab Futr Claims Extended Eligiblty$9,660,000
Est Liab Futr Claims Incurred But Unpaid$2,690,000
Deposits Held$45,000
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
Yes
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 A, line 8B

“The organization does not have committees to act on behalf of the governing body.”

Form 990, Part VI, Section B, line 11

“The trustees of the fox valley and vicinity laborers health and welfare fund have authorized the chairman of the fund to review the form 990 prior to filing. A copy of the filed return is made available to all trustees to review subsequent to filing.”

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

“The actions of the trustees are governed by the trust document and erisa. Both establish standards of conduct for plan fiduciaries. In addition, the administrator of the plan has signed an employment contract with the fund which also establishes standards of conduct. The trustees and administrator are rquired to disclouse any possible conflicts of intrest to the entire board.”

Form 990, Part VI, Section B, line 15A

“The trustees of the fund annually review the performance of the fund's top management official (administrator) and approve any compensation adjustments.”

Form 990, Part VI, Section C, line 19

“A summary annual report is distributed to all participants annually. Participants are able to request the auditor's report and other financial information from the fund office and/or the us department of labor.”

Filing and Contact Details

Filer

EIN
36-6219639
Phone
8477420900

Signing Officer

Name
Dan Brejc
Title
Trustee/Secretary
Phone
8477420900
Signed
2015-01-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Shales
Formed
1968
Legal Domicile
Il
Voting Board Members
6
Independent Board Members
6
Employees
43
Volunteers
0

Preparer

Preparer
Andrew Hein
Phone
3126550037
Supplemental Narrative

Additional Explanations

Form 990, Part XII, line 2C:

“No change in process from prior year.”

Financial Statement Notes

Part X, Line 2:

“Accounting principles generally accepted in the united states of america require plan managment to evaluate tax posistions taken by the plan and recognize a tax liability (or asset) if the organization has taken an uncertain position that more likely than not would not be sustained upon examination by the taxing authorities. As of may 31, 2014, there were no uncertain tax posistions taken or expected to be taken that would require recognition if 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. At may 31, 2014, the plan is no longer subject to income tax examinations for years prior to the fiscal year ended may 31, 2011.”

Part XI, Line 2D - Other Adjustments:

“Investment management expense -353,619.”

Part XI, Line 4B - Other Adjustments:

“Medicare d subsidies received 93,817. Reimbursed fv pension salary expense 295,670.”

Part XII, Line 2D - Other Adjustments:

“Medicare d subsidies received -93,817.”

Part XII, Line 4B - Other Adjustments:

“Reimbursed fv pension salary expense 295,670. Investment management expense 353,619. Change in plan benefit obligation 3,421,000.”

Raw XML AppendixShowing 400 of 757 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.

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IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt076120
IRS990/OtherAssetsTotalGrp/EOYAmt0118788
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0135142
IRS990/OtherLiabilitiesGrp/BOYAmt08949000
IRS990/OtherLiabilitiesGrp/EOYAmt012395000
IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0REIMB SAL & RELATED EXPENSES FROM
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt0295670
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt0295670
IRS990/OtherRevenueTotalAmt0295670
IRS990/OtherSalariesAndWagesGrp/TotalAmt0451309
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/TotalAmt049146
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt0166874
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt045314
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt080613
IRS990/PrincipalOfficerNm0MIKE SHALES
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1MEMBER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE D SUBSIDIES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt026553072
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11156126
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt293817
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt026553072
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11156126
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt293817
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt019795277
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt02003979
IRS990/PYOtherExpensesAmt01564291
IRS990/PYOtherRevenueAmt0284716
IRS990/PYProgramServiceRevenueAmt025243963
IRS990/PYRevenuesLessExpensesAmt05382424
IRS990/PYSalariesCompEmpBnftPaidAmt0790666
IRS990/PYTotalExpensesAmt022150234
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt027532658
IRS990/ReconcilationRevenueExpnssAmt01176470
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt052933645
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt055784688
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019932
IRS990/SavingsAndTempCashInvstGrp/EOYAmt044954
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt015737
IRS990ScheduleD/EquipmentGrp/DepreciationAmt06744
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt022481
IRS990ScheduleD/ExpensesNotReportedAmt0-93817
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt04070289
IRS990ScheduleD/ExpensesSubtotalAmt025683646
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01674573
IRS990ScheduleD/OtherExpensesIncludedAmt0-93817
IRS990ScheduleD/OtherExpensesNotIncludedAmt04070289
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt023110
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt0254995
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0278105
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt09660000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt12690000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt245000
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0EST LIAB FUTR CLAIMS EXTENDED ELIGIBLTY
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1EST LIAB FUTR CLAIMS INCURRED BUT UNPAID
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2DEPOSITS HELD
IRS990ScheduleD/OtherRevenueAmt0-353619
IRS990ScheduleD/OtherRevenuesNotIncludedAmt0389487
IRS990ScheduleD/RevenueNotReportedAmt01320954
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0389487
IRS990ScheduleD/RevenueSubtotalAmt030540918
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGMENT TO EVALUATE TAX POSISTIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE TAXING AUTHORITIES. AS OF MAY 31, 2014, THERE WERE NO UNCERTAIN TAX POSISTIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION IF 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. AT MAY 31, 2014, THE PLAN IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO THE FISCAL YEAR ENDED MAY 31, 2011.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1INVESTMENT MANAGEMENT EXPENSE -353,619.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2MEDICARE D SUBSIDIES RECEIVED 93,817. REIMBURSED FV PENSION SALARY EXPENSE 295,670.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3MEDICARE D SUBSIDIES RECEIVED -93,817.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt4REIMBURSED FV PENSION SALARY EXPENSE 295,670. INVESTMENT MANAGEMENT EXPENSE 353,619. CHANGE IN PLAN BENEFIT OBLIGATION 3,421,000.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part XI, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 2d - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc4Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt038847
IRS990ScheduleD/TotalExpensesPerForm990Amt029753935
IRS990ScheduleD/TotalLiabilityAmt012395000
IRS990ScheduleD/TotalRevenuePerForm990Amt030930405
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt031861872
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt025589829
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt3110877
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount33500
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0124796
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1113516
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2134605
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt320091
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt048119
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt154595
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt235093
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt316369
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt026510
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt133227
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt260633
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt38843
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt03231
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt14555
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2903
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0DAN BREJC
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1VERN BAUMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JEFF FROST
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3PATRICIA M SHALES
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0Secretary
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2Trustee
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ADMINISTRATOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt3159680
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0202656
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1205893
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2231234
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt30
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION DOES NOT HAVE COMMITTEES TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE TRUSTEES OF THE FOX VALLEY AND VICINITY LABORERS HEALTH AND WELFARE FUND HAVE AUTHORIZED THE CHAIRMAN OF THE FUND TO REVIEW THE FORM 990 PRIOR TO FILING. A COPY OF THE FILED RETURN IS MADE AVAILABLE TO ALL TRUSTEES TO REVIEW SUBSEQUENT TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ACTIONS OF THE TRUSTEES ARE GOVERNED BY THE TRUST DOCUMENT AND ERISA. BOTH ESTABLISH STANDARDS OF CONDUCT FOR PLAN FIDUCIARIES. IN ADDITION, THE ADMINISTRATOR OF THE PLAN HAS SIGNED AN EMPLOYMENT CONTRACT WITH THE FUND WHICH ALSO ESTABLISHES STANDARDS OF CONDUCT. THE TRUSTEES AND ADMINISTRATOR ARE RQUIRED TO DISCLOUSE ANY POSSIBLE CONFLICTS OF INTREST TO THE ENTIRE BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES OF THE FUND ANNUALLY REVIEW THE PERFORMANCE OF THE FUND'S TOP MANAGEMENT OFFICIAL (ADMINISTRATOR) AND APPROVE ANY COMPENSATION ADJUSTMENTS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4A SUMMARY ANNUAL REPORT IS DISTRIBUTED TO ALL PARTICIPANTS ANNUALLY. PARTICIPANTS ARE ABLE TO REQUEST THE AUDITOR'S REPORT AND OTHER FINANCIAL INFORMATION FROM THE FUND OFFICE AND/OR THE US DEPARTMENT OF LABOR.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5No change in process from prior year.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Section A, line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Section B, line 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Section B, line 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part VI, Section B, line 15a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part VI, Section C, line 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part XII, line 2c:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine10AAT PIPELINE TESTING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine11ABBOTT RA EXCAVATING INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine12ABITUA SEWERWATER&PLUMB INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine13ACCESS CONTROL CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine14ALBERICI J
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine15ALLIANCE CONCR SAW & DRILL IV
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine16ALLIANCE CONTRACTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine17ALPINE CONCRETE INC

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$68,249,473
Liabilities
$12,464,785
Net assets
$55,784,688
Revenue
$30,930,405
Expenses
$29,753,935
Net income
$1,176,470
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$135$31.4$104$50.9$51.7$0.83
2024Detailed filing. Detailed filing data is available for this year.$130$27.7$103$46.3$44.1$2.13
2023Detailed filing. Detailed filing data is available for this year.$120$25.2$95.0$45.3$37.3$8.04
2022Detailed filing. Detailed filing data is available for this year.$118$25.5$92.9$45.0$36.6$8.36
2021Detailed filing. Detailed filing data is available for this year.$125$25.7$99.7$42.7$35.9$6.81
2020Detailed filing. Detailed filing data is available for this year.$110$26.7$83.7$42.7$39.0$3.68
2019Detailed filing. Detailed filing data is available for this year.$105$25.5$79.1$43.5$41.8$1.69
2018Detailed filing. Detailed filing data is available for this year.$104$23.5$80.4$42.5$36.0$6.50
2017Detailed filing. Detailed filing data is available for this year.$94.1$20.0$74.1$38.9$33.1$5.71
2016Detailed filing. Detailed filing data is available for this year.$84.4$19.2$65.2$40.3$33.1$7.18
2015Detailed filing. Detailed filing data is available for this year.$76.5$15.0$61.6$37.0$30.9$6.09
2014Detailed filing. Detailed filing data is available for this year.$68.2$12.5$55.8$30.9$29.8$1.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$61.9$9.01$52.9$22.2
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$52.3$8.16$44.2$18.9
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$46.1$8.48$37.6$16.4
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.5$10.5$26.9$16.5