Civic Intelligence

St. Paul Plumbers Joint Journeymen & Apprentice Training Trust

990 • Fiscal year 2021 • EIN 41-0846508

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 14, 2022

235 Marshall AvenueSt Paul, MN 55102

(651) 846-1389

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

81st percentile

40%

Higher net margin than 81% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

92nd percentile

$218,563

Higher top officer pay than 92% of similar nonprofits.

Top officer pay equals 21.7% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

68th percentile

20%

Faster asset growth than 68% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

28th percentile

-2.6%

Faster revenue growth than 28% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$2,717,560

Up $457,002 (+20%) from 2020

Net Assets

Up

$2,717,560

Up $457,002 (+20%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue

Down

$1,006,321

Down $27,151 (-2.6%) from 2020

Expenses

Up

$601,076

Up $6,871 (+1.2%) from 2020

Net Income

Down

$405,245

Down $34,022 (-7.7%) from 2020

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2011: $505,481Liabilities 2011: $0Net Assets 2011: $505,4812011Assets 2012: $543,643Liabilities 2012: $0Net Assets 2012: $543,6432012Assets 2013: $652,503Liabilities 2013: $0Net Assets 2013: $652,5032013Assets 2014: $788,999Liabilities 2014: $0Net Assets 2014: $788,9992014Assets 2015: $865,003Liabilities 2015: $0Net Assets 2015: $865,0032015Assets 2016: $1,046,188Liabilities 2016: $0Net Assets 2016: $1,046,1882016Assets 2017: $1,178,405Liabilities 2017: $0Net Assets 2017: $1,178,4052017Assets 2018: $1,376,167Liabilities 2018: $0Net Assets 2018: $1,376,1672018Assets 2019: $1,809,654Liabilities 2019: $0Net Assets 2019: $1,809,6542019Assets 2020: $2,260,558Liabilities 2020: $0Net Assets 2020: $2,260,5582020Assets 2021: $2,717,560Liabilities 2021: $0Net Assets 2021: $2,717,5602021Assets 2022: $3,289,776Liabilities 2022: $0Net Assets 2022: $3,289,7762022Assets 2023: $3,988,287Liabilities 2023: $0Net Assets 2023: $3,988,2872023Assets 2024: $4,411,576Liabilities 2024: $0Net Assets 2024: $4,411,5762024

Highlighted filing

2021

Assets$2,717,560
Liabilities$0
Net Assets$2,717,560

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2011: $274,613Expenses 2011: $267,218Net Income 2011: $7,3952011Revenue 2012: $288,726Expenses 2012: $265,712Net Income 2012: $23,0142012Revenue 2013: $355,469Expenses 2013: $283,101Net Income 2013: $72,3682013Revenue 2014: $429,169Expenses 2014: $307,492Net Income 2014: $121,6772014Revenue 2015: $445,354Expenses 2015: $357,116Net Income 2015: $88,2382015Revenue 2016: $529,810Expenses 2016: $367,496Net Income 2016: $162,3142016Revenue 2017: $585,192Expenses 2017: $481,273Net Income 2017: $103,9192017Revenue 2018: $794,826Expenses 2018: $569,880Net Income 2018: $224,9462018Revenue 2019: $1,008,911Expenses 2019: $624,557Net Income 2019: $384,3542019Revenue 2020: $1,033,472Expenses 2020: $594,205Net Income 2020: $439,2672020Revenue 2021: $1,006,321Expenses 2021: $601,076Net Income 2021: $405,2452021Revenue 2022: $1,309,195Expenses 2022: $690,417Net Income 2022: $618,7782022Revenue 2023: $1,448,421Expenses 2023: $796,896Net Income 2023: $651,5252023Revenue 2024: $1,473,848Expenses 2024: $1,107,375Net Income 2024: $366,4732024

Highlighted filing

2021

Revenue$1,006,321
Expenses$601,076
Net Income$405,245
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 14, 2022
Return Version
2021v4.2
Gross Receipts
$1,006,321
Mission and Program Overview

Mission

To provide uniform and organized training for apprentices indentured to the st. Paul plumbers and gasfitters joint apprenticeship committee.

Apprenticeship training fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$2,260,558$2,717,560▲ $457,002
Savings and Temporary Cash Investments$1,962,158$2,347,484▲ $385,326
Investments in Publicly Traded Securities$275,270$352,503▲ $77,233
Land, Buildings, and Equipment, Net$23,130$17,573▼ $5,557
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,260,558$2,717,560▲ $457,002
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,260,558$2,717,560▲ $457,002
Total Liabilities and Net Assets / Fund Balance$2,260,558$2,717,560▲ $457,002

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$17,573$12,023$29,596
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rick GaleApprentice DirectorFT$121,750$96,813$218,563
Jonathan LemkeInstructorFT$113,110$79,610$192,720
Timothy WillTrustee-$1,697-$1,697
Michael HedquistSecretary-$1,609-$1,609
Richard TownerTrustee-$1,594-$1,594
Allan NoelTrustee - Past-$189-$189

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$974,803
Investment Income
$26,517
Other Revenue
$5,001
Change in Net Assets
$405,245

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,006,321
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$51,757
Total Revenue per Audited Statements
$1,058,078
Total Revenue per Form 990
$1,006,321
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$491,063
Other Expenses$108,311
Grants and Similar Amounts Paid$1,702
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$210,090$70,458-$280,548
Pension Plan Contributions$93,419$41,574-$134,993
Other Employee Benefits$30,078$16,997-$47,075
Payroll Taxes$17,955$5,592-$23,547
Office Expenses$3,982$12,425-$16,407
Fees for Services Accounting-$10,200-$10,200
Conferences and Meetings$7,393--$7,393
Travel$6,960--$6,960
Depreciation Depletion$5,557--$5,557
Current Officers, Directors, Trustees, and Key Employees-$4,900-$4,900
Insurance$3,781--$3,781
Grants to Domestic Individuals$1,702--$1,702
Fees for Services Legal-$1,400-$1,400
Occupancy$800--$800
Other Expenses$109$85-$85
Total Functional Expenses$437,445$163,631$0$601,076

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$601,076
Total Expenses per Audited Statements$601,076
Total Expenses per Form 990$601,076
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
Lobbying activity
No
Subject to proxy tax
No
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 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, Part VI, Section A, Line 7A

The board of trustees consists of eight members: four union trustees selected by local 34 of the united association of plumbers and pipefitters and their alternates, and four employer trustees selected by minnesota mechanical contractors association and their alternates.

Form 990, Part VI, Section B, Line 11B

Form 990 is provided to, reviewed, and approved by the entire board of trustees prior to filing.

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

All trustees are required to annually sign a statement which affirms: they have received a copy of the conflict of interest policy, have read and understand the policy, have agreed to comply with the policy, and understand the fund is tax-exempt and in order to maintain its federal tax exemption it must engage primarily in activities which accomplish one or more of its tax-exempt purposes.

Form 990, Part VI, Section C, Line 19

All governing documents, financial statements, and the conflict of interest policy are made available to local union members and apprentices. These documents can be obtained by request at the fund's office in st. Paul, mn.

Filing and Contact Details

Filer

Filer Name
St Paul Plumbers Joint Journeymen &
EIN
41-0846508
Phone
6518461389
Address
235 MARSHALL AVENUE, ST PAUL, MN 55102

Signing Officer

Name
Christopher Berg
Title
Trustee
Phone
6518461389
Signed
2022-11-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Matthew Rieschl
Formed
1959
Legal Domicile
Mn
Voting Board Members
8
Independent Board Members
8
Employees
22
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Jacob D Eklund
Phone
9528413950
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The fund is required to evaluate its tax positions and disclose the amount of a tax liability if the fund has taken uncertain tax positions that more likely than not would not be sustained upon examination by tax authorities. The fund is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

Raw XML AppendixShowing 400 of 469 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/PensionPlanContributionsGrp/TotalAmt0134993
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0MATTHEW RIESCHL
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1SCHOLARSHIP LOAN
IRS990/ProgramServiceRevenueGrp/Desc2CLASS FEES
IRS990/ProgramServiceRevenueGrp/Desc3BOOKS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0912649
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt138019
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt219771
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt34364
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0912649
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt138019
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt219771
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt34364
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt08000
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt07487
IRS990/PYInvestmentIncomeAmt013755
IRS990/PYOtherExpensesAmt095402
IRS990/PYOtherRevenueAmt02419
IRS990/PYProgramServiceRevenueAmt01009298
IRS990/PYRevenuesLessExpensesAmt0439267
IRS990/PYSalariesCompEmpBnftPaidAmt0491316
IRS990/PYTotalExpensesAmt0594205
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt01033472
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0405245
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0974803
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt02260558
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt02717560
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01962158
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02347484
IRS990ScheduleA/SchoolInd0X
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt017573
IRS990ScheduleD/EquipmentGrp/DepreciationAmt012023
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt029596
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt0601076
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/NetUnrealizedGainsInvstAmt051757
IRS990ScheduleD/RevenueNotReportedAmt051757
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt01006321
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE FUND IS REQUIRED TO EVALUATE ITS TAX POSITIONS AND DISCLOSE THE AMOUNT OF A TAX LIABILITY IF THE FUND HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt017573
IRS990ScheduleD/TotalExpensesPerForm990Amt0601076
IRS990ScheduleD/TotalRevenuePerForm990Amt01006321
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt01058078
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0601076
IRS990ScheduleE/ComplianceWithRevProc7550Ind01
IRS990ScheduleE/DiscriminateRaceAdmissPlcyInd00
IRS990ScheduleE/DiscriminateRaceAthltProgInd00
IRS990ScheduleE/DiscriminateRaceEducPlcyInd00
IRS990ScheduleE/DiscriminateRaceEmplmFcultyInd00
IRS990ScheduleE/DiscriminateRaceOtherActyInd00
IRS990ScheduleE/DiscriminateRaceSchsInd00
IRS990ScheduleE/DiscriminateRaceStdntsRghtsInd00
IRS990ScheduleE/DiscriminateRaceUseOfFcltsInd00
IRS990ScheduleE/GovernmentFinancialAidRcvdInd01
IRS990ScheduleE/GovernmentFinancialAidRvkdInd00
IRS990ScheduleE/MaintainCpyOfAllSolInd01
IRS990ScheduleE/MaintainCpyOfBrochuresEtcInd01
IRS990ScheduleE/MaintainRacialCompRecsInd01
IRS990ScheduleE/MaintainScholarshipsRecsInd01
IRS990ScheduleE/NondiscriminatoryPolicyStmtInd01
IRS990ScheduleE/PlcyPblczdViaBroadcastMediaInd00
IRS990ScheduleE/PolicyStmtInBrochuresEtcInd01
IRS990ScheduleE/SupplementalInformationDetail/ExplanationTxt0THE FUND PUBLICIZES ITS RACIAL NONDISCRIMINATORY POLICY IN THE SCHOOL CATALOG WHICH IS DISTRIBUTED BY MAIL TO ALL AREAS IN THE COMMUNITIES SERVED.
IRS990ScheduleE/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE E, PART I, LINE 3
IRS990ScheduleJ/AnyNonFixedPaymentsInd00
IRS990ScheduleJ/BoardOrCommitteeApprovalInd0X
IRS990ScheduleJ/CompBasedOnRevenueOfFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsFlngOrgInd00
IRS990ScheduleJ/CompBsdNetEarnsRltdOrgsInd00
IRS990ScheduleJ/CompBsdOnRevRelatedOrgsInd00
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990ScheduleJ/InitialContractExceptionInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt0121750
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt1113110
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt074065
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt159390
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt022748
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt120220
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0RICK GALE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JONATHAN LEMKE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0APPRENTICE DIRECTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1INSTRUCTOR
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt0218563
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt1192720
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt10
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF TRUSTEES CONSISTS OF EIGHT MEMBERS: FOUR UNION TRUSTEES SELECTED BY LOCAL 34 OF THE UNITED ASSOCIATION OF PLUMBERS AND PIPEFITTERS AND THEIR ALTERNATES, AND FOUR EMPLOYER TRUSTEES SELECTED BY MINNESOTA MECHANICAL CONTRACTORS ASSOCIATION AND THEIR ALTERNATES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO, REVIEWED, AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ALL TRUSTEES ARE REQUIRED TO ANNUALLY SIGN A STATEMENT WHICH AFFIRMS: THEY HAVE RECEIVED A COPY OF THE CONFLICT OF INTEREST POLICY, HAVE READ AND UNDERSTAND THE POLICY, HAVE AGREED TO COMPLY WITH THE POLICY, AND UNDERSTAND THE FUND IS TAX-EXEMPT AND IN ORDER TO MAINTAIN ITS FEDERAL TAX EXEMPTION IT MUST ENGAGE PRIMARILY IN ACTIVITIES WHICH ACCOMPLISH ONE OR MORE OF ITS TAX-EXEMPT PURPOSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND THE CONFLICT OF INTEREST POLICY ARE MADE AVAILABLE TO LOCAL UNION MEMBERS AND APPRENTICES. THESE DOCUMENTS CAN BE OBTAINED BY REQUEST AT THE FUND'S OFFICE IN ST. PAUL, MN.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd01
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02260558
IRS990/TotalAssetsEOYAmt02717560
IRS990/TotalAssetsGrp/BOYAmt02260558
IRS990/TotalAssetsGrp/EOYAmt02717560
IRS990/TotalCompGreaterThan150KInd01
IRS990/TotalEmployeeCnt022
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.41$0.00$4.41$1.47$1.11$0.37
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.99$0.00$3.99$1.45$0.80$0.65
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.29$0.00$3.29$1.31$0.69$0.62
2021Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$1.01$0.60$0.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.26$0.00$2.26$1.03$0.59$0.44
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$1.01$0.62$0.38
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.38$0.00$1.38$0.79$0.57$0.22
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.18$0.00$1.18$0.59$0.48$0.10
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.53$0.37$0.16
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.87$0.00$0.87$0.45$0.36$0.09
2014Summary only. Only limited summary data is available for this year.$0.79$0.00$0.79$0.43$0.31$0.12
2013Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.36$0.28$0.07
2012Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.29$0.27$0.02
2011Summary only. Only limited summary data is available for this year.$0.51$0.00$0.51$0.27$0.27$0.01