Civic Intelligence

Local 434 Health & Welfare Fund

EIN 39-1856935 • 501(c)9 • Mosinee, WI

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Profile

To provide medical, surgical, hospital, dental, and disability coverage for active and retired members.

912 North View DriveMosinee, WI 54455

n/A

Siviq Scores

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

Liabilities / Assets

33rd percentile

0.00x

Higher debt load relative to assets than 33% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Liabilities / Revenue

35th percentile

0.01x

Higher debt load relative to revenue than 35% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Net Margin

68th percentile

14%

Higher net margin than 68% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

501(c)9 • $25M-$50M nonprofits • Source year 2025

Asset Growth

66th percentile

12%

Faster asset growth than 66% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Revenue Growth

54th percentile

8.2%

Faster revenue growth than 54% of similar nonprofits.

501(c)9 • $25M-$50M nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / Assets33rd percentile

Assets

Up

$37,861,356

Up $4,514,563 (+14%) from 2023

Liabilities

Down

$120,749

Down $52,780 (-30%) from 2023

Net Assets

Up

$37,740,607

Up $4,567,343 (+14%) from 2023

Operations
Liabilities / Revenue35th percentileNet Margin68th percentile

Revenue

Up

$19,691,477

Up $847,867 (+4.5%) from 2023

Expenses

Up

$17,929,790

Up $420,276 (+2.4%) from 2023

Net Income

Up

$1,761,687

Up $427,591 (+32%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth66th percentile

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

$40M$30M$20M$10M$0Assets 2010: $11,290,505Liabilities 2010: $138,165Net Assets 2010: $11,152,3402010Assets 2011: $12,610,510Liabilities 2011: $245,725Net Assets 2011: $12,364,7852011Assets 2012: $14,037,697Liabilities 2012: $183,130Net Assets 2012: $13,854,5672012Assets 2013: $16,056,846Liabilities 2013: $340,479Net Assets 2013: $15,716,3672013Assets 2014: $18,281,662Liabilities 2014: $334,664Net Assets 2014: $17,946,9982014Assets 2015: $20,003,809Liabilities 2015: $291,155Net Assets 2015: $19,712,6542015Assets 2016: $21,978,938Liabilities 2016: $57,880Net Assets 2016: $21,921,0582016Assets 2017: $23,110,557Liabilities 2017: $77,186Net Assets 2017: $23,033,3712017Assets 2018: $23,259,519Liabilities 2018: $106,841Net Assets 2018: $23,152,6782018Assets 2019: $24,406,830Liabilities 2019: $77,519Net Assets 2019: $24,329,3112019Assets 2020: $26,518,475Liabilities 2020: $187,244Net Assets 2020: $26,331,2312020Assets 2021: $33,532,773Liabilities 2021: $89,164Net Assets 2021: $33,443,6092021Assets 2022: $32,404,041Liabilities 2022: $118,473Net Assets 2022: $32,285,5682022Assets 2023: $33,346,793Liabilities 2023: $173,529Net Assets 2023: $33,173,2642023Assets 2024: $37,861,356Liabilities 2024: $120,749Net Assets 2024: $37,740,6072024

Highlighted filing

2024

Assets$37,861,356
Liabilities$120,749
Net Assets$37,740,607
Open 2024 Filing

Operations Trend

Revenue Growth54th percentile

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

$30M$20M$10M$0-$10MExpenses 2010: $9,485,5372010Expenses 2011: $8,418,1222011Expenses 2012: $8,382,8192012Revenue 2013: $11,520,220Expenses 2013: $10,099,256Net Income 2013: $1,420,9642013Revenue 2014: $11,320,580Expenses 2014: $9,685,026Net Income 2014: $1,635,5542014Revenue 2015: $11,411,810Expenses 2015: $10,054,796Net Income 2015: $1,357,0142015Revenue 2016: $15,156,615Expenses 2016: $10,648,445Net Income 2016: $4,508,1702016Revenue 2017: $12,885,210Expenses 2017: $12,769,857Net Income 2017: $115,3532017Revenue 2018: $14,371,100Expenses 2018: $14,571,451Net Income 2018: -$200,3512018Revenue 2019: $14,523,058Expenses 2019: $13,486,180Net Income 2019: $1,036,8782019Revenue 2020: $16,784,145Expenses 2020: $15,345,258Net Income 2020: $1,438,8872020Revenue 2021: $20,608,321Expenses 2021: $13,968,812Net Income 2021: $6,639,5092021Revenue 2022: $17,650,716Expenses 2022: $16,114,852Net Income 2022: $1,535,8642022Revenue 2023: $18,843,610Expenses 2023: $17,509,514Net Income 2023: $1,334,0962023Revenue 2024: $19,691,477Expenses 2024: $17,929,790Net Income 2024: $1,761,6872024

Highlighted filing

2024

Revenue$19,691,477
Expenses$17,929,790
Net Income$1,761,687
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$37,861,356
Liabilities
$120,749
Net assets
$37,740,607
Revenue
$19,691,477
Expenses
$17,929,790
Net income
$1,761,687
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$37.9$0.12$37.7$19.7$17.9$1.76
2023Detailed filing. Detailed filing data is available for this year.$33.3$0.17$33.2$18.8$17.5$1.33
2022Detailed filing. Detailed filing data is available for this year.$32.4$0.12$32.3$17.7$16.1$1.54
2021Detailed filing. Detailed filing data is available for this year.$33.5$0.09$33.4$20.6$14.0$6.64
2020Detailed filing. Detailed filing data is available for this year.$26.5$0.19$26.3$16.8$15.3$1.44
2019Detailed filing. Detailed filing data is available for this year.$24.4$0.08$24.3$14.5$13.5$1.04
2018Detailed filing. Detailed filing data is available for this year.$23.3$0.11$23.2$14.4$14.6$0.20
2017Detailed filing. Detailed filing data is available for this year.$23.1$0.08$23.0$12.9$12.8$0.12
2016Detailed filing. Detailed filing data is available for this year.$22.0$0.06$21.9$15.2$10.6$4.51
2015Detailed filing. Detailed filing data is available for this year.$20.0$0.29$19.7$11.4$10.1$1.36
2014Detailed filing. Detailed filing data is available for this year.$18.3$0.33$17.9$11.3$9.69$1.64
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$16.1$0.34$15.7$11.5$10.1$1.42
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.0$0.18$13.9$8.38
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.6$0.25$12.4$8.42
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.3$0.14$11.2$9.49
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jun 1, 2023 to May 31, 2024
Signed
Oct 31, 2024
Return Version
2023v5.0
Gross Receipts
$36,410,453
Mission and Program Overview

Mission

To provide medical, surgical, hospital, dental, and disability coverage for active and retired members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$33,173,264$37,740,607▲ $4,567,343
Investments in Publicly Traded Securities$30,837,602$33,120,537▲ $2,282,935
Savings and Temporary Cash Investments$973,875$2,958,677▲ $1,984,802
Accounts Receivable$1,535,316$1,782,142▲ $246,826
Total Assets$33,346,793$37,861,356▲ $4,514,563
Liabilities
Accounts Payable and Accrued Expenses$173,529$120,749▼ $52,780
Total Liabilities$173,529$120,749▼ $52,780
Net Assets / Fund Balance
Total Net Assets Fund Balance$33,173,264$37,740,607▲ $4,567,343
Total Liabilities and Net Assets / Fund Balance$33,346,793$37,861,356▲ $4,514,563
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Mitch RungeChair - Labo
Doug PotapenkoLabor Truste
Gregory EricksonLabor Truste
Russell BoosLabor Truste
Chris IgnatowskiManagement T
David LeissesManagement T
Mark DahmsManagement T
Jeff GaeckeSec/tres- Mg
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$19,207,126
Investment Income
$484,351
Other Revenue
$0
Change in Net Assets
$1,761,687

Audited Revenue Reconciliation

Revenue per Audited Statements
$19,691,477
Revenue Not Reported on Form 990
$2,805,656
Total Revenue per Audited Statements
$22,497,133
Total Revenue per Form 990
$19,691,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,833,091
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---$16,096,699
Fees for Service Investment Mgmnt Fees---$94,675
Fees for Services Legal---$59,194
All Other Expenses---$53,931
Other Expenses---$53,029
Fees for Services Accounting---$13,900
Office Expenses---$6,723
Fees for Services Other---$1,170
Conferences and Meetings---$803
Total Functional Expenses$0$0$0$17,929,790

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$17,929,790
Total Expenses per Audited Statements$17,929,790
Total Expenses per Form 990$17,929,790
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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, Page 6, Part VI, Line 6

“Members are eligible to receive benefits from local 434.”

Form 990, Page 6, Part VI, Line 7A

“Labor trustees are the elected business representatives of ua local 434, the alternate labor trustee is also elected by the members of ua local 434. The management trustees are appointed by the mechanical contractors association of nw wisconsin.”

Form 990, Page 6, Part VI, Line 11B

“990 is reviewed by the fund chairman for accuracy prior to filing. After filing, form 990 is reviewed by the entire board at their next meeting.”

Form 990, Page 6, Part VI, Line 19

“Documentation is available upon request.”

Filing and Contact Details

Filer

Filer Name
Local 434 Health & Welfare Fund
EIN
39-1856935
Phone
7156924341
Address
912 NORTH VIEW DRIVE, MOSINEE, WI 54455

Signing Officer

Name
Mitch Runge
Title
Chair - Labor
Phone
7156924341
Signed
2024-10-31

Organization Details

Principal Officer
Mitch Runge
Formed
1996
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
8
Employees
23

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“The organization provides medical, surgical, hospital, dental, and disability coverage for active and retired members”

Raw XML AppendixShowing 400 of 614 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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IRS990ScheduleD/RevenueNotReportedAmt02805656
IRS990ScheduleD/RevenueSubtotalAmt019691477
IRS990ScheduleD/TotalExpensesPerForm990Amt017929790
IRS990ScheduleD/TotalRevenuePerForm990Amt019691477
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt022497133
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt017929790
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES MEDICAL, SURGICAL, HOSPITAL, DENTAL, AND DISABILITY COVERAGE FOR ACTIVE AND RETIRED MEMBERS
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MEMBERS ARE ELIGIBLE TO RECEIVE BENEFITS FROM LOCAL 434.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2LABOR TRUSTEES ARE THE ELECTED BUSINESS REPRESENTATIVES OF UA LOCAL 434, THE ALTERNATE LABOR TRUSTEE IS ALSO ELECTED BY THE MEMBERS OF UA LOCAL 434. THE MANAGEMENT TRUSTEES ARE APPOINTED BY THE MECHANICAL CONTRACTORS ASSOCIATION OF NW WISCONSIN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3990 IS REVIEWED BY THE FUND CHAIRMAN FOR ACCURACY PRIOR TO FILING. AFTER FILING, FORM 990 IS REVIEWED BY THE ENTIRE BOARD AT THEIR NEXT MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd20N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd21N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd22N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd23N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd25N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd27N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd28N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd29N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd30N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd31N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd32N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd33N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd34N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd35N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd36N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd37N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd38N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd39N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd40N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd42N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd43N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd44N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd45N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd46N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd47N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd48N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd49N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd50N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd51N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd55N/A
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd65N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd66N/A

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