Civic Intelligence

Milwaukee Hotel Industry Health and Welfare Fund

990 • Fiscal year 2017 • EIN 39-6075836

May 01, 2016 to Apr 30, 2017 • Filed on Oct 05, 2017

Organization ProfileN/A

View Organization Page

N25 W23050 Paul RoadPewaukee, WI 53072

(262) 521-5700

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.01x

Higher debt load relative to assets than 52% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

43rd percentile

0.00x

Higher debt load relative to revenue than 43% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Net Margin

36th percentile

-0.4%

Higher net margin than 36% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

52nd percentile

$0

Higher top officer pay than 52% of similar nonprofits.

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

2017 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2017

Asset Growth

32nd percentile

-1.8%

Faster asset growth than 32% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

36th percentile

-0.6%

Faster revenue growth than 36% of similar nonprofits.

2017 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Down

$431,164

Down $7,883 (-1.8%) from 2016

Net Assets

Down

$426,935

Down $9,251 (-2.1%) from 2016

Liabilities

Up

$4,229

Up $1,368 (+48%) from 2016

Revenue And Expenses
Liabilities / Revenue43rd percentileNet Margin36th percentile

Revenue

Down

$2,378,880

Down $14,490 (-0.6%) from 2016

Expenses

Down

$2,388,131

Down $16,759 (-0.7%) from 2016

Net Income

Up

-$9,251

Up $2,269 (+20%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth32nd percentile

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

$600K$400K$200K$0Assets 2011: $562,966Liabilities 2011: $3,380Net Assets 2011: $559,5862011Assets 2012: $534,533Liabilities 2012: $5,495Net Assets 2012: $529,0382012Assets 2013: $498,413Liabilities 2013: $3,489Net Assets 2013: $494,9242013Assets 2014: $473,696Liabilities 2014: $2,728Net Assets 2014: $470,9682014Assets 2015: $450,705Liabilities 2015: $2,999Net Assets 2015: $447,7062015Assets 2016: $439,047Liabilities 2016: $2,861Net Assets 2016: $436,1862016Assets 2017: $431,164Liabilities 2017: $4,229Net Assets 2017: $426,9352017Assets 2018: $397,612Liabilities 2018: $3,614Net Assets 2018: $393,9982018Assets 2019: $387,118Liabilities 2019: $3,807Net Assets 2019: $383,3112019Assets 2020: $374,304Liabilities 2020: $768Net Assets 2020: $373,5362020Assets 2021: $356,309Liabilities 2021: $1,692Net Assets 2021: $354,6172021Assets 2022: $321,586Liabilities 2022: $4,787Net Assets 2022: $316,7992022Assets 2023: $287,728Liabilities 2023: $6,959Net Assets 2023: $280,7692023Assets 2024: $264,391Liabilities 2024: $18,222Net Assets 2024: $246,1692024Assets 2025: $251,064Liabilities 2025: $15,321Net Assets 2025: $235,7432025

Highlighted filing

2017

Assets$431,164
Liabilities$4,229
Net Assets$426,935
Open 2017 Filing

Operations Trend

Revenue Growth36th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MExpenses 2011: $2,349,3502011Revenue 2012: $2,433,907Expenses 2012: $2,464,455Net Income 2012: -$30,5482012Revenue 2013: $2,404,652Expenses 2013: $2,438,766Net Income 2013: -$34,1142013Revenue 2014: $2,246,482Expenses 2014: $2,270,438Net Income 2014: -$23,9562014Revenue 2015: $2,478,536Expenses 2015: $2,501,798Net Income 2015: -$23,2622015Revenue 2016: $2,393,370Expenses 2016: $2,404,890Net Income 2016: -$11,5202016Revenue 2017: $2,378,880Expenses 2017: $2,388,131Net Income 2017: -$9,2512017Revenue 2018: $2,322,127Expenses 2018: $2,355,064Net Income 2018: -$32,9372018Revenue 2019: $2,377,276Expenses 2019: $2,387,963Net Income 2019: -$10,6872019Revenue 2020: $2,337,637Expenses 2020: $2,347,412Net Income 2020: -$9,7752020Revenue 2021: $1,260,325Expenses 2021: $1,279,244Net Income 2021: -$18,9192021Revenue 2022: $1,243,654Expenses 2022: $1,281,472Net Income 2022: -$37,8182022Revenue 2023: $1,636,408Expenses 2023: $1,672,439Net Income 2023: -$36,0312023Revenue 2024: $1,787,872Expenses 2024: $1,822,472Net Income 2024: -$34,6002024Revenue 2025: $1,930,558Expenses 2025: $1,940,984Net Income 2025: -$10,4262025

Highlighted filing

2017

Revenue$2,378,880
Expenses$2,388,131
Net Income-$9,251
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2016 to Apr 30, 2017
Signed
Oct 5, 2017
Return Version
2016v3.0
Gross Receipts
$2,378,880
Mission and Program Overview

Mission

Provide health and welfare benefits to eligible members and their families.

To provide accident, health, dental, vision, loss-of-time, death, and prescription drug benefits to eligible members, spouses, and dependents.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$436,186$426,935▼ $9,251
Investments Other Securities$188,400$189,000▲ $600
Savings and Temporary Cash Investments$197,680$168,100▼ $29,580
Cash and Non-Interest-Bearing Accounts$18,119$68,399▲ $50,280
Prepaid Expenses and Deferred Charges$4,624$4,347▼ $277
Accounts Receivable$30,224$1,318▼ $28,906
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$439,047$431,164▼ $7,883
Liabilities
Accounts Payable and Accrued Expenses$2,200$3,431▲ $1,231
Deferred Revenue$661$798▲ $137
Total Liabilities$2,861$4,229▲ $1,368
Net Assets / Fund Balance
Total Net Assets Fund Balance$436,186$426,935▼ $9,251
Total Liabilities and Net Assets / Fund Balance$439,047$431,164▼ $7,883

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$189,000--
Compensation and Service Providers
Top Officer Pay52nd percentile

Board Members and Trustees

NameTitle
Christine VidmarTrustee
Joan OlsonTrustee
John MurrayTrustee
Mario MarinTrustee
Ronald San FelippoTrustee
Steve MartinTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,377,462
Investment Income
$1,418
Other Revenue
$0
Change in Net Assets
$-9,251

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,378,880
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,378,880
Total Revenue per Form 990
$2,378,880
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$82,321
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$2,305,810--$2,305,810
Fees for Services Accounting-$11,025-$11,025
Fees for Services Legal-$3,220-$3,220
All Other Expenses-$2,337-$2,337
Other Expenses-$2,055-$2,055
Total Functional Expenses$2,305,810$82,321$0$2,388,131

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,388,131
Total Expenses per Audited Statements$2,388,131
Total Expenses per Form 990$2,388,131
Expenses Not Reported on Financial Statements$0
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
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 provided to the fund's administrator. They review and approve it, then the form 990 is presented to the board of trustees for review and filing approval.”

Form 990, Part VI, Section B, Line 15

“No employees, no compensation.”

Form 990, Part VI, Section C, Line 19

“The governing documents and financial statements are on file at the fund's administrator's office and are available upon request.”

Filing and Contact Details

Filer

Filer Name
Milwaukee Hotel Industry
EIN
39-6075836
Phone
2625215700
Address
N25 W23050 PAUL ROAD, PEWAUKEE, WI 53072

Signing Officer

Name
Joan Olson
Title
Trustee
Phone
2625215700
Signed
2017-10-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Olson
Formed
1962
Legal Domicile
Wi
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Freyberg Hinkle Ashland Powers & Stowell
Address
15420 W CAPITOL DR, BROOKFIELD, WI 53005-2621
Preparer
Thomas M Powers CPA
Phone
2627846210
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“Trustees are provided with a draft of the audit report for review. Upon approval, the report is finalized and a final copy is distributed at the following board meeting.”

Financial Statement Notes

PART X, LINE 2:

“The internal revenue service (irs) has ruled that the plan qualifies under section 501(c)(9) of the internal revenue code and is, therefore, not subject to tax under present income tax laws. The trustees believe that the plan, as amended, continues to qualify and to operate as designed. U.s. Generally accepted accounting principles require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress. The trustees believe that the fund is no longer subject to income tax examinations for years prior to april 30, 2013.”

Raw XML Appendix330 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/SupplementalInformationDetail/ExplanationTxt0THE INTERNAL REVENUE SERVICE (IRS) HAS RULED THAT THE PLAN QUALIFIES UNDER SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE AND IS, THEREFORE, NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUSTEES BELIEVE THAT THE PLAN, AS AMENDED, CONTINUES TO QUALIFY AND TO OPERATE AS DESIGNED. U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. THE TRUSTEES BELIEVE THAT THE FUND IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO APRIL 30, 2013.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PROVIDED TO THE FUND'S ADMINISTRATOR. THEY REVIEW AND APPROVE IT, THEN THE FORM 990 IS PRESENTED TO THE BOARD OF TRUSTEES FOR REVIEW AND FILING APPROVAL.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO EMPLOYEES, NO COMPENSATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE ON FILE AT THE FUND'S ADMINISTRATOR'S OFFICE AND ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3TRUSTEES ARE PROVIDED WITH A DRAFT OF THE AUDIT REPORT FOR REVIEW. UPON APPROVAL, THE REPORT IS FINALIZED AND A FINAL COPY IS DISTRIBUTED AT THE FOLLOWING BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 15
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART XII, LINE 2C:
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0439047
IRS990/TotalAssetsEOYAmt0431164
IRS990/TotalAssetsGrp/BOYAmt0439047
IRS990/TotalAssetsGrp/EOYAmt0431164
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt082321
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02305810
IRS990/TotalFunctionalExpensesGrp/TotalAmt02388131
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt02861
IRS990/TotalLiabilitiesEOYAmt04229
IRS990/TotalLiabilitiesGrp/BOYAmt02861
IRS990/TotalLiabilitiesGrp/EOYAmt04229
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0436186
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0426935
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt02305810
IRS990/TotalProgramServiceRevenueAmt02377462
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt01418
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt02377462
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02378880
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0439047
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0431164
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationOtherInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0100 E WISCONSIN AVE
IRS990/USAddress/CityNm0MILWAUKEE
IRS990/USAddress/StateAbbreviationCd0WI
IRS990/USAddress/ZIPCd053202
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-03-14 21:41:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOAN OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum02625215700
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MILWAUKEE HOTEL INDUSTRY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0MILW
ReturnHeader/Filer/EIN0396075836
ReturnHeader/Filer/PhoneNum02625215700
ReturnHeader/Filer/USAddress/AddressLine1Txt0N25 W23050 PAUL ROAD
ReturnHeader/Filer/USAddress/CityNm0PEWAUKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0WI
ReturnHeader/Filer/USAddress/ZIPCd053072
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId02A3F482710C69FCCEFE18B634FA3E25425E25BFA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08760AE1D39F2EAAE204A91131EB0C91122945DC0
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt070.61.53.194
ReturnHeader/FilingSecurityInformation/IPDt02017-10-05
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm015:03:38
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391531945
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0FREYBERG HINKLE ASHLAND POWERS & STOWELL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt015420 W CAPITOL DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BROOKFIELD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0530052621
ReturnHeader/PreparerPersonGrp/PhoneNum02627846210
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS M POWERS CPA
ReturnHeader/ReturnTs02017-10-23T16:02:16-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-05-01
ReturnHeader/TaxPeriodEndDt02017-04-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$431,164
Liabilities
$4,229
Net assets
$426,935
Revenue
$2,378,880
Expenses
$2,388,131
Net income
-$9,251
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.25$0.02$0.24$1.93$1.94$0.01
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.26$0.02$0.25$1.79$1.82$0.03
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.29$0.01$0.28$1.64$1.67$0.04
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.32$0.00$0.32$1.24$1.28$0.04
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.35$1.26$1.28$0.02
2020Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$2.34$2.35$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.38$2.38$2.39$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.40$0.00$0.39$2.32$2.36$0.03
2017Detailed filing. Detailed filing data is available for this year.$0.43$0.00$0.43$2.38$2.39$0.01
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.44$0.00$0.44$2.39$2.40$0.01
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.45$0.00$0.45$2.48$2.50$0.02
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.47$0.00$0.47$2.25$2.27$0.02
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.49$2.40$2.44$0.03
2012Summary only. Only limited summary data is available for this year.$0.53$0.01$0.53$2.43$2.46$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.56$0.00$0.56$2.35