Civic Intelligence

Milwaukee Hotel Industry Health and Welfare Fund

990 • Fiscal year 2019 • EIN 39-6075836

May 01, 2018 to Apr 30, 2019 • Filed on Jul 31, 2019

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

55th percentile

0.01x

Higher debt load relative to assets than 55% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

45th percentile

0.00x

Higher debt load relative to revenue than 45% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Net Margin

35th percentile

-0.4%

Higher net margin than 35% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

53rd percentile

$0

Higher top officer pay than 53% of similar nonprofits.

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

2019 filings • 501(c)9 • $1M-$5M nonprofits • Source year 2019

Asset Growth

29th percentile

-2.6%

Faster asset growth than 29% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

48th percentile

2.4%

Faster revenue growth than 48% of similar nonprofits.

2019 filings • 501(c)9 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets55th percentile

Assets

Down

$387,118

Down $10,494 (-2.6%) from 2018

Net Assets

Down

$383,311

Down $10,687 (-2.7%) from 2018

Liabilities

Up

$3,807

Up $193 (+5.3%) from 2018

Revenue And Expenses
Liabilities / Revenue45th percentileNet Margin35th percentile

Revenue

Up

$2,377,276

Up $55,149 (+2.4%) from 2018

Expenses

Up

$2,387,963

Up $32,899 (+1.4%) from 2018

Net Income

Up

-$10,687

Up $22,250 (+68%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth29th 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

2019

Assets$387,118
Liabilities$3,807
Net Assets$383,311
Open 2019 Filing

Operations Trend

Revenue Growth48th 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

2019

Revenue$2,377,276
Expenses$2,387,963
Net Income-$10,687
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2018 to Apr 30, 2019
Signed
Jul 31, 2019
Return Version
2018v3.1
Gross Receipts
$2,377,276
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$393,998$383,311▼ $10,687
Investments Other Securities$189,500$189,500→ $0
Savings and Temporary Cash Investments$168,560$139,278▼ $29,282
Accounts Receivable$26,318$31,330▲ $5,012
Cash and Non-Interest-Bearing Accounts$9,198$22,832▲ $13,634
Prepaid Expenses and Deferred Charges$4,036$4,178▲ $142
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$397,612$387,118▼ $10,494
Liabilities
Deferred Revenue$617$1,972▲ $1,355
Accounts Payable and Accrued Expenses$2,997$1,835▼ $1,162
Total Liabilities$3,614$3,807▲ $193
Net Assets / Fund Balance
Total Net Assets Fund Balance$393,998$383,311▼ $10,687
Total Liabilities and Net Assets / Fund Balance$397,612$387,118▼ $10,494

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$189,500--
Compensation and Service Providers
Top Officer Pay53rd percentile

Board Members and Trustees

NameTitle
Christine VidmarTrustee
Joan OlsonTrustee
John MurrayTrustee
Ronald San FelippoTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$2,374,394
Investment Income
$2,882
Other Revenue
$0
Change in Net Assets
$-10,687

Audited Revenue Reconciliation

Revenue per Audited Statements
$2,377,276
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$2,377,276
Total Revenue per Form 990
$2,377,276
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$78,551
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$2,309,412--$2,309,412
Fees for Services Accounting-$8,965-$8,965
Fees for Services Legal-$7,460-$7,460
Other Expenses-$1,980-$1,980
All Other Expenses-$1,332-$1,332
Total Functional Expenses$2,309,412$78,551$0$2,387,963

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,387,963
Total Expenses per Audited Statements$2,387,963
Total Expenses per Form 990$2,387,963
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
2019-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joan Olson
Formed
1962
Legal Domicile
Wi
Voting Board Members
4
Independent Board Members
4
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.”

Raw XML Appendix318 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
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IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO PROVIDE ACCIDENT, HEALTH, DENTAL, VISION, LOSS-OF-TIME, DEATH, AND PRESCRIPTION DRUG BENEFITS TO ELIGIBLE MEMBERS, SPOUSES, AND DEPENDENTS.
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IRS990/InvestmentInJointVentureInd00
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IRS990/MethodOfAccountingAccrualInd0X
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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.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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:
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IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
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IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
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IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt02309412
IRS990/TotalFunctionalExpensesGrp/TotalAmt02387963
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ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$387,118
Liabilities
$3,807
Net assets
$383,311
Revenue
$2,377,276
Expenses
$2,387,963
Net income
-$10,687
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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