Civic Intelligence

St Paul Electrical Workers Reserve Trust

990 • Fiscal year 2017 • EIN 41-1334004

Oct 01, 2016 to Sep 30, 2017 • Filed on Jun 26, 2018

1330 Conway Street No 130St Paul, MN 55106

(651) 776-4239

Siviq Scores

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

Liabilities / Assets

70th percentile

0.17x

Higher debt load relative to assets than 70% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Liabilities / Revenue

98th percentile

1.89x

Higher debt load relative to revenue than 98% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Net Margin

94th percentile

68%

Higher net margin than 94% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Top Officer Pay

32nd percentile

$0

Higher top officer pay than 32% of similar nonprofits.

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

2017 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2017

Asset Growth

58th percentile

11%

Faster asset growth than 58% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Revenue Growth

81st percentile

18%

Faster revenue growth than 81% of similar nonprofits.

2017 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2016 to 2017

Assets

Up

$132,927,221

Up $13,014,802 (+11%) from 2016

Net Assets

Up

$110,871,236

Up $13,583,868 (+14%) from 2016

Liabilities

Down

$22,055,985

Down $569,066 (-2.5%) from 2016

Revenue

Up

$11,691,312

Up $1,773,906 (+18%) from 2016

Expenses

Up

$3,753,732

Up $204,204 (+5.8%) from 2016

Net Income

Up

$7,937,580

Up $1,569,702 (+25%) from 2016

Historical Trend

Balance Sheet Trend

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

$300M$200M$100M$0Assets 2010: $52,094,078Liabilities 2010: $50,846Net Assets 2010: $52,043,2322010Assets 2011: $54,524,664Liabilities 2011: $51,066Net Assets 2011: $54,473,5982011Assets 2012: $64,960,275Liabilities 2012: $59,523Net Assets 2012: $64,900,7522012Assets 2013: $75,687,555Liabilities 2013: $68,794Net Assets 2013: $75,618,7612013Assets 2014: $95,762,529Liabilities 2014: $11,226,487Net Assets 2014: $84,536,0422014Assets 2015: $101,752,333Liabilities 2015: $15,858,039Net Assets 2015: $85,894,2942015Assets 2016: $119,912,419Liabilities 2016: $22,625,051Net Assets 2016: $97,287,3682016Assets 2017: $132,927,221Liabilities 2017: $22,055,985Net Assets 2017: $110,871,2362017Assets 2018: $153,595,173Liabilities 2018: $30,796,814Net Assets 2018: $122,798,3592018Assets 2019: $154,068,667Liabilities 2019: $24,202,817Net Assets 2019: $129,865,8502019Assets 2020: $163,999,224Liabilities 2020: $27,525,402Net Assets 2020: $136,473,8222020Assets 2021: $202,369,489Liabilities 2021: $34,066,925Net Assets 2021: $168,302,5642021Assets 2022: $166,227,433Liabilities 2022: $19,191,877Net Assets 2022: $147,035,5562022Assets 2023: $182,800,730Liabilities 2023: $17,340,627Net Assets 2023: $165,460,1032023Assets 2024: $220,477,437Liabilities 2024: $19,404,490Net Assets 2024: $201,072,9472024

Highlighted filing

2017

Assets$132,927,221
Liabilities$22,055,985
Net Assets$110,871,236

Operations Trend

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

$30M$20M$10M$0Expenses 2010: $2,966,5842010Expenses 2011: $3,158,4892011Expenses 2012: $3,176,8192012Revenue 2013: $9,114,117Expenses 2013: $3,234,494Net Income 2013: $5,879,6232013Revenue 2014: $11,747,458Expenses 2014: $3,456,551Net Income 2014: $8,290,9072014Revenue 2015: $11,832,120Expenses 2015: $3,493,984Net Income 2015: $8,338,1362015Revenue 2016: $9,917,406Expenses 2016: $3,549,528Net Income 2016: $6,367,8782016Revenue 2017: $11,691,312Expenses 2017: $3,753,732Net Income 2017: $7,937,5802017Revenue 2018: $14,239,011Expenses 2018: $3,901,991Net Income 2018: $10,337,0202018Revenue 2019: $12,783,358Expenses 2019: $3,842,258Net Income 2019: $8,941,1002019Revenue 2020: $9,477,521Expenses 2020: $3,796,196Net Income 2020: $5,681,3252020Revenue 2021: $22,002,363Expenses 2021: $5,013,474Net Income 2021: $16,988,8892021Revenue 2022: $13,180,532Expenses 2022: $4,885,715Net Income 2022: $8,294,8172022Revenue 2023: $12,456,156Expenses 2023: $5,091,005Net Income 2023: $7,365,1512023Revenue 2024: $17,236,017Expenses 2024: $5,257,834Net Income 2024: $11,978,1832024

Highlighted filing

2017

Revenue$11,691,312
Expenses$3,753,732
Net Income$7,937,580
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Jun 26, 2018
Return Version
2016v3.0
Gross Receipts
$77,643,769
Mission and Program Overview

Mission

To provide medical coverage for bargaining unit retirees, disabled participants, and surviving spouses of deceased bargaining unit participants and retirees.

Provide retiree medical funding to eligible participants.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$97,287,368$110,871,236▲ $13,583,868
Investments in Publicly Traded Securities$90,947,353$103,710,564▲ $12,763,211
Investments Other Securities$22,318,872$21,889,499▼ $429,373
Savings and Temporary Cash Investments$5,784,070$6,470,369▲ $686,299
Accounts Receivable$836,633$854,903▲ $18,270
Prepaid Expenses and Deferred Charges$25,491$1,886▼ $23,605
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$119,912,419$132,927,221▲ $13,014,802
Liabilities
Other Liabilities$22,317,522$21,888,149▼ $429,373
Accounts Payable and Accrued Expenses$307,529$167,836▼ $139,693
Total Liabilities$22,625,051$22,055,985▼ $569,066
Net Assets / Fund Balance
Total Net Assets Fund Balance$97,287,368$110,871,236▲ $13,583,868
Total Liabilities and Net Assets / Fund Balance$119,912,419$132,927,221▲ $13,014,802

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,350--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Nate SteinAlt Mgmt Trustee
Randolph LuhrsAlt Mgmt Trustee
Richard WynneAlt Mgmt Trustee,see Schedule O
Douglas SuchanekAlt Union Trustee, See Schedule O
James SchultChariman, Union Trustee
Jt PedersonMgmt Trustee
Peter BourlandMgmt Trustee
Luke KuhlSecretary, Mgmt Trustee, See Schedule O
Brandon AndersonUnion Trustee Alternate
Edward NelsonUnion Trustee,see Schedule O
Jamie M McnamaraUnion Trustee,see Schedule O

Highest Paid Contractors

ContractorServicesLocationCompensation
St Paul Electrical Industry Admin ServiProvide Admin Services1330 CONWAY STREET, St Paul, MN 55106$206,078
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$6,167,510
Investment Income
$5,521,690
Other Revenue
$2,112
Change in Net Assets
$7,937,580

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,281,126
Revenue Not Reported on Financial Statements
$410,186
Revenue Not Reported on Form 990
$5,646,288
Total Revenue per Audited Statements
$16,927,414
Total Revenue per Form 990
$11,691,312
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$705,051
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---$3,048,681
Fees for Service Investment Mgmnt Fees---$410,186
Fees for Services Management---$241,814
Insurance---$22,565
Fees for Services Other---$15,400
Fees for Services Accounting---$9,630
Office Expenses---$3,938
Fees for Services Legal---$1,476
Other Expenses---$42
Total Functional Expenses$0$0$0$3,753,732

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$3,753,732
Expenses per Audited Statements$3,343,546
Total Expenses per Audited Statements$3,343,546
Expenses Not Reported on Financial Statements$410,186
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Liability to Return Collateral Held for Securities on Loan$21,888,149
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

St. Paul electrical industry administrative service corporation ("asc") is responsible for the financial operations of the fund. Asc prepares the general ledger, makes journal entries, manages claims and operational expenses.

Form 990, Part VI, Section A, Line 7A

The union and contractor's association each appoint 50% of the board members.

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

The 990 is provided to the entire board of trustees for review and approval prior to filing.

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

The trustees review the plan's conflict of interest policy annually. The trustees determine if a conflict of interest, in facts, exists. They also determine if it is material and if corrective action is required. In addition, peiodic reviews of compliance with the conflict of interest policy are conducted by the board of trustees to ensure that the plan operates in a manner consistent with its puprose and does not engage in activities that could jeopardize its lawful status and fiduciary obligations.

Form 990, Part VI, Section C, Line 19

The plan makes it governing documents, conflict of interest policy and financial statements available to participants, but not to the public, upon request at the benefit plan office.

Form 990, Part VII, Section A

Trustees are not compensated by the fund. Compensation paid to trustees employed by other related organizations is reported on the form 990s filed with the internal revenue service by the related tax-exempt organizations. The following related organizations reported compensation for a trustee listed on the st. Paul electrical workers reserve trust fund 990: edward nelson, union trustee st. Paul area electrical joint apprenticeship and training fund ein: 41-1304531 jamie mcnamara, union trustee ibew local union no. 110 ein: 41-0235240 douglas suchanek, alternate union trustee ibew local union no. 110 ein: 41-0235240 richard wynne, alternate management trustee st. Paul chapter, national electrical contractors association ein: 41-0730995 luke kuhl, management trustee, secretary st. Paul chapter, national electrical contractors association ein: 41-0730995

Filing and Contact Details

Filer

Filer Name
St Paul Electrical Workers Reserve Trust
EIN
41-1334004
Phone
6517764239
Address
1330 CONWAY STREET NO 130, ST PAUL, MN 55106

Signing Officer

Name
James Schult
Title
Chair
Phone
6517764239
Signed
2018-06-26
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Schult
Formed
1978
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
0
Employees
0
Volunteers
11

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 SOUTH SIXTH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Stacy Meyer
Phone
6123764500
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

The veba trust funding certain benefits of the plan received an exemption letter from the internal revenue service (irs) dated february 25, 1980, stating that the trust is tax-exempt under the provisions of section 501(c)(9) of the internal revenue code (irc). However, as a result of the plan's funding policy, from time to time the trust may be subject to income taxes. No federal or state income taxes have been recorded in 2017 and 2016 for unrelated business taxable income. In addition, the plan and trust are required to operate in conformity with the irc to maintain the tax-exempt status of the trust. The plan administrator believes that the plan is being operated in compliance with the applicable requirements of the irc and, therefore, believes that the related trust is tax-exempt. Accounting principles generally accepted in the united states of america require plan management to evaluate tax positions taken by the plan and recognize a tax liability (or asset) if the plan has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The plan is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.

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IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL COVERAGE FOR BARGAINING UNIT RETIREES, DISABLED PARTICIPANTS, AND SURVIVING SPOUSES OF DECEASED BARGAINING UNIT PARTICIPANTS AND RETIREES.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0110871236
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IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt03362092
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt05646288
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03938
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt042
IRS990/OtherLiabilitiesGrp/BOYAmt022317522
IRS990/OtherLiabilitiesGrp/EOYAmt021888149
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0COMMISSION RECAPTURE
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IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt02112
IRS990/OtherRevenueTotalAmt02112
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt025491
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt01886
IRS990/PrincipalOfficerNm0JAMES SCHULT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06167510
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt02950853
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03735482
IRS990/PYOtherExpensesAmt0598675
IRS990/PYOtherRevenueAmt02085
IRS990/PYProgramServiceRevenueAmt06179839
IRS990/PYRevenuesLessExpensesAmt06367878
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt03549528
IRS990/PYTotalProfFndrsngExpnsAmt00
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IRS990/ReconcilationRevenueExpnssAmt07937580
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt097287368
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0110871236
IRS990/SavingsAndTempCashInvstGrp/BOYAmt05784070
IRS990/SavingsAndTempCashInvstGrp/EOYAmt06470369
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
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IRS990ScheduleD/FootnoteTextInd0X
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IRS990ScheduleD/InvestmentExpensesNotIncldAmt0410186
IRS990ScheduleD/NetUnrealizedGainsInvstAmt05646288
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt021888149
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY TO RETURN COLLATERAL HELD FOR SECURITIES ON LOAN
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt021888149
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt11350
IRS990ScheduleD/OtherSecuritiesGrp/Desc0COLLATERAL HELD FOR SECURITIES ON LOAN
IRS990ScheduleD/OtherSecuritiesGrp/Desc1ST PAUL ADMINISTRATIVE SERVICE CORPORATION
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt05646288
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0410186
IRS990ScheduleD/RevenueSubtotalAmt011281126
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 25, 1980, STATING THAT THE TRUST IS TAX-EXEMPT UNDER THE PROVISIONS OF SECTION 501(C)(9) OF THE INTERNAL REVENUE CODE (IRC). HOWEVER, AS A RESULT OF THE PLAN'S FUNDING POLICY, FROM TIME TO TIME THE TRUST MAY BE SUBJECT TO INCOME TAXES. NO FEDERAL OR STATE INCOME TAXES HAVE BEEN RECORDED IN 2017 AND 2016 FOR UNRELATED BUSINESS TAXABLE INCOME. IN ADDITION, THE PLAN AND TRUST ARE REQUIRED TO OPERATE IN CONFORMITY WITH THE IRC TO MAINTAIN THE TAX-EXEMPT STATUS OF THE TRUST. THE PLAN ADMINISTRATOR BELIEVES THAT THE PLAN IS BEING OPERATED IN COMPLIANCE WITH THE APPLICABLE REQUIREMENTS OF THE IRC AND, THEREFORE, BELIEVES THAT THE RELATED TRUST IS TAX-EXEMPT. ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE PLAN 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/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt021889499
IRS990ScheduleD/TotalExpensesPerForm990Amt03753732
IRS990ScheduleD/TotalLiabilityAmt021888149
IRS990ScheduleD/TotalRevenuePerForm990Amt011691312
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016927414
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt03343546
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ST. PAUL ELECTRICAL INDUSTRY ADMINISTRATIVE SERVICE CORPORATION ("ASC") IS RESPONSIBLE FOR THE FINANCIAL OPERATIONS OF THE FUND. ASC PREPARES THE GENERAL LEDGER, MAKES JOURNAL ENTRIES, MANAGES CLAIMS AND OPERATIONAL EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNION AND CONTRACTOR'S ASSOCIATION EACH APPOINT 50% OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROVAL PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. THE TRUSTEES DETERMINE IF A CONFLICT OF INTEREST, IN FACTS, EXISTS. THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PEIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THAT THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PUPROSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES IT GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS, BUT NOT TO THE PUBLIC, UPON REQUEST AT THE BENEFIT PLAN OFFICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5TRUSTEES ARE NOT COMPENSATED BY THE FUND. COMPENSATION PAID TO TRUSTEES EMPLOYED BY OTHER RELATED ORGANIZATIONS IS REPORTED ON THE FORM 990S FILED WITH THE INTERNAL REVENUE SERVICE BY THE RELATED TAX-EXEMPT ORGANIZATIONS. THE FOLLOWING RELATED ORGANIZATIONS REPORTED COMPENSATION FOR A TRUSTEE LISTED ON THE ST. PAUL ELECTRICAL WORKERS RESERVE TRUST FUND 990: EDWARD NELSON, UNION TRUSTEE ST. PAUL AREA ELECTRICAL JOINT APPRENTICESHIP AND TRAINING FUND EIN: 41-1304531 JAMIE MCNAMARA, UNION TRUSTEE IBEW LOCAL UNION NO. 110 EIN: 41-0235240 DOUGLAS SUCHANEK, ALTERNATE UNION TRUSTEE IBEW LOCAL UNION NO. 110 EIN: 41-0235240 RICHARD WYNNE, ALTERNATE MANAGEMENT TRUSTEE ST. PAUL CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EIN: 41-0730995 LUKE KUHL, MANAGEMENT TRUSTEE, SECRETARY ST. PAUL CHAPTER, NATIONAL ELECTRICAL CONTRACTORS ASSOCIATION EIN: 41-0730995
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART VII, SECTION A
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd120
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd130
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd140
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd150
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd160
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd170
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd180
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd190
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd200
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd230
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd280
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd320
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd330
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd340
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd350
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd360
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd370
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd380
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd390
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd400
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd410
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd420
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd430
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd440
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd450
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd460
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd470
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd480
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd490
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd500
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd510
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd540
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd550
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd560
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd570
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd580
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd590
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd600
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd610
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd620
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd630
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd640
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd650
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd660
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd670
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd680
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd690
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd700
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd710
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd720
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd730
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd740
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd750
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd760
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd770
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd780
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd790
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd800
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IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd820
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd830
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd840

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$220$19.4$201$17.2$5.26$12.0
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$183$17.3$165$12.5$5.09$7.37
2022Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$166$19.2$147$13.2$4.89$8.29
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$202$34.1$168$22.0$5.01$17.0
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$164$27.5$136$9.48$3.80$5.68
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$154$24.2$130$12.8$3.84$8.94
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$154$30.8$123$14.2$3.90$10.3
2017Detailed filing. Detailed filing data is available for this year.$133$22.1$111$11.7$3.75$7.94
2016Detailed filing. Detailed filing data is available for this year.$120$22.6$97.3$9.92$3.55$6.37
2015Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$102$15.9$85.9$11.8$3.49$8.34
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.8$11.2$84.5$11.7$3.46$8.29
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$75.7$0.07$75.6$9.11$3.23$5.88
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$65.0$0.06$64.9$3.18
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$54.5$0.05$54.5$3.16
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$52.1$0.05$52.0$2.97