Civic Intelligence

Madison Area Construction Employees Trust

990 • Fiscal year 2020 • EIN 39-6046679

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 27, 2021

2901 W Beltline Hwy Suite 100Madison, WI 53713

(608) 278-9500

Siviq Scores

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

Liabilities / Assets

94th percentile

0.63x

Higher debt load relative to assets than 94% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

95th percentile

0.73x

Higher debt load relative to revenue than 95% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

76th percentile

20%

Higher net margin than 76% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

86th percentile

$272,420

Higher top officer pay than 86% of similar nonprofits.

Top officer pay equals 2.2% of source-year revenue.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

63rd percentile

12%

Faster asset growth than 63% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

29th percentile

-7.9%

Faster revenue growth than 29% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$14,097,987

Up $1,463,980 (+12%) from 2019

Net Assets

Up

$5,151,470

Up $2,985,464 (+138%) from 2019

Liabilities

Down

$8,946,517

Down $1,521,484 (-15%) from 2019

Revenue

Down

$12,322,220

Down $1,055,029 (-7.9%) from 2019

Expenses

Down

$9,820,820

Down $2,976,209 (-23%) from 2019

Net Income

Up

$2,501,400

Up $1,921,180 (+331%) from 2019

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0-$10MAssets 2011: $14,591,946Liabilities 2011: $19,433,051Net Assets 2011: -$4,841,1052011Assets 2012: $15,435,235Liabilities 2012: $21,947,457Net Assets 2012: -$6,512,2222012Assets 2013: $16,887,183Liabilities 2013: $8,664,693Net Assets 2013: $8,222,4902013Assets 2014: $17,510,516Liabilities 2014: $9,385,053Net Assets 2014: $8,125,4632014Assets 2015: $16,984,091Liabilities 2015: $10,230,872Net Assets 2015: $6,753,2192015Assets 2016: $15,223,458Liabilities 2016: $9,572,897Net Assets 2016: $5,650,5612016Assets 2017: $14,399,299Liabilities 2017: $10,372,215Net Assets 2017: $4,027,0842017Assets 2018: $11,154,300Liabilities 2018: $10,663,230Net Assets 2018: $491,0702018Assets 2019: $12,634,007Liabilities 2019: $10,468,001Net Assets 2019: $2,166,0062019Assets 2020: $14,097,987Liabilities 2020: $8,946,517Net Assets 2020: $5,151,4702020Assets 2021: $17,112,386Liabilities 2021: $9,710,957Net Assets 2021: $7,401,4292021Assets 2022: $17,970,441Liabilities 2022: $10,622,946Net Assets 2022: $7,347,4952022Assets 2023: $22,663,425Liabilities 2023: $13,144,767Net Assets 2023: $9,518,6582023Assets 2024: $25,246,699Liabilities 2024: $12,396,844Net Assets 2024: $12,849,8552024

Highlighted filing

2020

Assets$14,097,987
Liabilities$8,946,517
Net Assets$5,151,470

Operations Trend

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

$20M$10M$0-$10MRevenue 2011: $5,889,728Expenses 2011: $10,339,606Net Income 2011: -$4,449,8782011Expenses 2012: $8,709,1772012Revenue 2013: $7,556,270Expenses 2013: $7,162,411Net Income 2013: $393,8592013Revenue 2014: $8,142,136Expenses 2014: $8,041,751Net Income 2014: $100,3852014Revenue 2015: $8,303,136Expenses 2015: $8,750,416Net Income 2015: -$447,2802015Revenue 2016: $9,444,655Expenses 2016: $11,021,627Net Income 2016: -$1,576,9722016Revenue 2017: $10,981,608Expenses 2017: $12,964,522Net Income 2017: -$1,982,9142017Revenue 2018: $11,548,733Expenses 2018: $14,177,407Net Income 2018: -$2,628,6742018Revenue 2019: $13,377,249Expenses 2019: $12,797,029Net Income 2019: $580,2202019Revenue 2020: $12,322,220Expenses 2020: $9,820,820Net Income 2020: $2,501,4002020Revenue 2021: $14,408,479Expenses 2021: $12,190,372Net Income 2021: $2,218,1072021Revenue 2022: $14,504,915Expenses 2022: $12,693,823Net Income 2022: $1,811,0922022Revenue 2023: $16,436,505Expenses 2023: $16,058,788Net Income 2023: $377,7172023Revenue 2024: $17,035,616Expenses 2024: $14,671,451Net Income 2024: $2,364,1652024

Highlighted filing

2020

Revenue$12,322,220
Expenses$9,820,820
Net Income$2,501,400
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 27, 2021
Return Version
2020v4.1
Gross Receipts
$27,717,126
Mission and Program Overview

Mission

To provide health coverage to members.

To provide reasonably cost effective group health coverage to the members.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$10,050,811$10,668,652▲ $617,841
Rtn Earn Endowment Incm Other Fnds$2,166,006$5,151,470▲ $2,985,464
Cash and Non-Interest-Bearing Accounts$939,140$1,389,252▲ $450,112
Accounts Receivable$1,300,427$1,387,253▲ $86,826
Savings and Temporary Cash Investments$221,798$543,723▲ $321,925
Prepaid Expenses and Deferred Charges$121,831$109,107▼ $12,724
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$12,634,007$14,097,987▲ $1,463,980
Liabilities
Other Liabilities$10,286,732$8,809,068▼ $1,477,664
Accounts Payable and Accrued Expenses$181,269$137,449▼ $43,820
Total Liabilities$10,468,001$8,946,517▼ $1,521,484
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,166,006$5,151,470▲ $2,985,464
Total Liabilities and Net Assets / Fund Balance$12,634,007$14,097,987▲ $1,463,980
Compensation and Service Providers

Board Members and Trustees

NameTitle
Paul ChristensenChairmain
Bob SchallerTrustee
Brent WilliamsTrustee
Jim LemensTrustee
Joel ZielkeTrustee
Melissa WoodTrustee
Spencer StatzTrustee
Steve BreitlowSecretary-treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,858,759
Investment Income
$463,461
Other Revenue
$0
Change in Net Assets
$2,501,400

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,235,587
Revenue Not Reported on Financial Statements
$86,633
Revenue Not Reported on Form 990
$484,064
Total Revenue per Audited Statements
$12,719,651
Total Revenue per Form 990
$12,322,220
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,090,403
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---$7,730,417
Fees for Services Management---$381,657
Other Expenses---$148,578
Fees for Services Other---$91,060
Fees for Service Investment Mgmnt Fees---$86,633
Fees for Services Legal---$40,429
Office Expenses---$29,915
All Other Expenses---$20,522
Insurance---$6,605
Conferences and Meetings---$1,718
Total Functional Expenses$0$0$0$9,820,820

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$10,487,987
Total Expenses per Form 990$9,820,820
Expenses per Audited Statements$9,734,187
Expenses Not Reported on Form 990$753,800
Expenses Not Reported on Financial Statements$86,633
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
Member Dollar Bank$7,899,555
Ibnr$725,200
Benefit Program Costs Payable$184,313
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
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 form 990 is reviewed by the board of trustees at a regular meeting.

Form 990, Part VI, Section C, Line 19

These items are made available upon individual request.

Filing and Contact Details

Filer

Filer Name
Madison Area Construction Employees
EIN
39-6046679
Phone
6082789500
Address
2901 W BELTLINE HWY SUITE 100, MADISON, WI 53713

Signing Officer

Name
Paul Christensen
Title
Chairman
Phone
6082789500
Signed
2021-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Christensen
Formed
1966
Legal Domicile
Wi
Voting Board Members
8
Independent Board Members
5
Employees
0
Volunteers
5

Preparer

Firm
Sikich Llp
Address
13400 BISHOPS LANE SUITE 300, BROOKFIELD, WI 53005
Preparer
James B Boutelle CPA
Phone
2627549400
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The trust established under the trust to hold the trust's assets is intended to qualify pursuant to section 501(c)(9) of the internal revenue code ("irc") and is, therefore, not subject to tax under present income tax laws. The trust has obtained a favorable tax determination letter dated september 14, 1992 from the internal revenue service ("irs") and the board of trustees believe that the trust, as amended, continues to qualify and to operate in accordance with applicable provisions of the irc. U.s. Gaap requires trust management to evaluate tax positions taken by the trust and recognize a tax liability (or asset) if the trust has taken an uncertain tax position that more likely than not would not be sustained upon examination by the irs. The trust is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

PART XII, LINE 2D - OTHER ADJUSTMENTS:

CHANGE IN IBNR 753,800.

Raw XML AppendixShowing 400 of 461 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/OtherLiabilitiesOrgGrp/Desc1MEMBER DOLLAR BANK
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2IBNR
IRS990ScheduleD/RevenueNotReportedAmt0484064
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt086633
IRS990ScheduleD/RevenueSubtotalAmt012235587
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE TRUST ESTABLISHED UNDER THE TRUST TO HOLD THE TRUST'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE ("IRC") AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUST HAS OBTAINED A FAVORABLE TAX DETERMINATION LETTER DATED SEPTEMBER 14, 1992 FROM THE INTERNAL REVENUE SERVICE ("IRS") AND THE BOARD OF TRUSTEES BELIEVE THAT THE TRUST, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES TRUST MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE TRUST AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE TRUST HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE TRUST IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1CHANGE IN IBNR 753,800.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt09820820
IRS990ScheduleD/TotalLiabilityAmt08809068
IRS990ScheduleD/TotalRevenuePerForm990Amt012322220
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt012719651
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt010487987
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0160569
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1124130
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2118190
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt083676
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt133670
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt230303
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt028175
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt127690
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt224921
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JOEL ZIELKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1STEVE BREITLOW
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2SPENCER STATZ
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1SECRETARY-TREASURER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0272420
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1185490
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2173414
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0THE RELATED ORGANIZATIONS ESTABLISH THE COMPENSATION THROUGH THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, SCHEDULE J LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY THE BOARD OF TRUSTEES AT A REGULAR MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THESE ITEMS ARE MADE AVAILABLE UPON INDIVIDUAL REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CONTRIBUTING EMPLOYERS AVAILABLE UPON REQUEST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0BOARD OF TRUSTEES OF MADISON AREA CONSTRUCTION EMPLOYEES TRUST - HEALTH
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1MADISON ASSOCIATION OF PLUMBING CONTRACTORS INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt2MADISON AREA MECHANICAL AND SHEET METAL CONTRACTORS ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt3PLUMBERS AND GASFITTERS LOCAL 75
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt4STEAMFITTERS LOCAL UNION 601
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0396046679
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1390782826
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN2390782790
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN3390542915
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN4390635400
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(9)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0JOINT BOARD OF TRUSTEES - PLAN SPONSOR AND PLAN ADMINISTRATOR
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt02901 W BELTLINE HWY SUITE 100
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt15940 SEMINOLE CENTRE CT NO 102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt25940 SEMINOLE CENTRE CT NO 102
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt311175 W PARKLAND AVENUE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt43300 S 103RD STREET
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm2MADISON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm3MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm4MILWAUKEE
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd2WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd3WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd4WI
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd053713
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd153711
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd253711
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd353224
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd453227
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/SupplementalInformationDetail/ExplanationTxt0A LIST OF THE PLAN'S CONTRIBUTING EMPLOYERS ALONG WITH THEIR TAX CLASSIFICATIONS ARE ON FILE AT THE PLAN OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleR/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 SCHEDULE R PARTS II, III, & IV
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt012634007
IRS990/TotalAssetsEOYAmt014097987
IRS990/TotalAssetsGrp/BOYAmt012634007
IRS990/TotalAssetsGrp/EOYAmt014097987
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt09820820
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt010468001

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$25.2$12.4$12.8$17.0$14.7$2.36
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$13.1$9.52$16.4$16.1$0.38
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$18.0$10.6$7.35$14.5$12.7$1.81
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.1$9.71$7.40$14.4$12.2$2.22
2020Detailed filing. Detailed filing data is available for this year.$14.1$8.95$5.15$12.3$9.82$2.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$12.6$10.5$2.17$13.4$12.8$0.58
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.2$10.7$0.49$11.5$14.2$2.63
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.4$10.4$4.03$11.0$13.0$1.98
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.2$9.57$5.65$9.44$11.0$1.58
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$17.0$10.2$6.75$8.30$8.75$0.45
2014Detailed filing. Detailed filing data is available for this year.$17.5$9.39$8.13$8.14$8.04$0.10
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$16.9$8.66$8.22$7.56$7.16$0.39
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.4$21.9$6.51$8.71
2011Summary only. Only limited summary data is available for this year.$14.6$19.4$4.84$5.89$10.3$4.45