Civic Intelligence

St Paul Electrical Workers Welfare Fund

990 • Fiscal year 2024 • EIN 41-1365924

Oct 01, 2023 to Sep 30, 2024 • Filed on Jun 05, 2025

Organization ProfileN/A

View Organization Page

1330 Conway Street 130St Paul, MN 55106

(952) 854-0795

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.01x

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

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.02x

Higher debt load relative to revenue than 44% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Net Margin

55th percentile

6.8%

Higher net margin than 55% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Top Officer Pay

62nd percentile

$210,335

Higher top officer pay than 62% of similar nonprofits.

Top officer pay equals 0.4% of source-year revenue.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Source year 2024

Asset Growth

70th percentile

12%

Faster asset growth than 70% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Revenue Growth

53rd percentile

7.6%

Faster revenue growth than 53% of similar nonprofits.

2024 filings • 501(c)9 • $100M-$250M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$150,797,152

Up $16,047,792 (+12%) from 2023

Net Assets

Up

$149,426,190

Up $20,510,413 (+16%) from 2023

Liabilities

Down

$1,370,962

Down $4,462,621 (-76%) from 2023

Revenue And Expenses
Liabilities / Revenue44th percentileNet Margin55th percentile

Revenue

Up

$57,508,730

Up $4,060,955 (+7.6%) from 2023

Expenses

Up

$53,600,645

Up $5,804,389 (+12%) from 2023

Net Income

Down

$3,908,085

Down $1,743,434 (-31%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth70th percentile

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

$200M$150M$100M$50M$0Assets 2010: $35,678,624Liabilities 2010: $46,206Net Assets 2010: $35,632,4182010Assets 2011: $36,630,113Liabilities 2011: $60,017Net Assets 2011: $36,570,0962011Assets 2012: $37,720,690Liabilities 2012: $124,342Net Assets 2012: $37,596,3482012Assets 2013: $41,788,292Liabilities 2013: $42,175Net Assets 2013: $41,746,1172013Assets 2014: $55,797,837Liabilities 2014: $6,962,558Net Assets 2014: $48,835,2792014Assets 2015: $58,062,602Liabilities 2015: $3,810,845Net Assets 2015: $54,251,7572015Assets 2016: $63,345,940Liabilities 2016: $4,620,598Net Assets 2016: $58,725,3422016Assets 2017: $77,744,465Liabilities 2017: $7,475,754Net Assets 2017: $70,268,7112017Assets 2018: $98,765,854Liabilities 2018: $15,129,896Net Assets 2018: $83,635,9582018Assets 2019: $101,671,686Liabilities 2019: $6,446,491Net Assets 2019: $95,225,1952019Assets 2020: $129,442,385Liabilities 2020: $20,707,603Net Assets 2020: $108,734,7822020Assets 2021: $146,847,412Liabilities 2021: $22,142,519Net Assets 2021: $124,704,8932021Assets 2022: $125,573,802Liabilities 2022: $6,662,631Net Assets 2022: $118,911,1712022Assets 2023: $134,749,360Liabilities 2023: $5,833,583Net Assets 2023: $128,915,7772023Assets 2024: $150,797,152Liabilities 2024: $1,370,962Net Assets 2024: $149,426,1902024

Highlighted filing

2024

Assets$150,797,152
Liabilities$1,370,962
Net Assets$149,426,190
Open 2024 Filing

Operations Trend

Revenue Growth53rd percentile

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

$60M$40M$20M$0Expenses 2010: $31,570,1242010Expenses 2011: $30,931,2982011Expenses 2012: $33,319,7942012Revenue 2013: $36,041,383Expenses 2013: $32,754,770Net Income 2013: $3,286,6132013Revenue 2014: $39,615,555Expenses 2014: $32,581,127Net Income 2014: $7,034,4282014Revenue 2015: $44,070,804Expenses 2015: $35,858,776Net Income 2015: $8,212,0282015Revenue 2016: $45,213,064Expenses 2016: $42,818,784Net Income 2016: $2,394,2802016Revenue 2017: $48,894,205Expenses 2017: $39,319,535Net Income 2017: $9,574,6702017Revenue 2018: $53,264,315Expenses 2018: $41,680,658Net Income 2018: $11,583,6572018Revenue 2019: $55,248,683Expenses 2019: $46,035,414Net Income 2019: $9,213,2692019Revenue 2020: $53,045,497Expenses 2020: $43,756,561Net Income 2020: $9,288,9362020Revenue 2021: $56,693,219Expenses 2021: $45,373,847Net Income 2021: $11,319,3722021Revenue 2022: $55,207,085Expenses 2022: $45,911,244Net Income 2022: $9,295,8412022Revenue 2023: $53,447,775Expenses 2023: $47,796,256Net Income 2023: $5,651,5192023Revenue 2024: $57,508,730Expenses 2024: $53,600,645Net Income 2024: $3,908,0852024

Highlighted filing

2024

Revenue$57,508,730
Expenses$53,600,645
Net Income$3,908,085
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2023 to Sep 30, 2024
Signed
Jun 5, 2025
Return Version
2023v6.0
Gross Receipts
$110,091,066
Mission and Program Overview

Mission

To provide medical, dental, vision, and disability benefits for eligible participants and their dependents.

Provide healthcare for members

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$128,915,777$149,426,190▲ $20,510,413
Investments in Publicly Traded Securities$103,024,748$129,856,388▲ $26,831,640
Savings and Temporary Cash Investments$19,743,477$13,999,611▼ $5,743,866
Accounts Receivable$5,079,262$4,409,964▼ $669,298
Investments Other Securities$5,701,873$1,331,189▼ $4,370,684
Cash and Non-Interest-Bearing Accounts$1,200,000$1,200,000→ $0
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$134,749,360$150,797,152▲ $16,047,792
Liabilities
Other Liabilities$5,701,873$1,331,189▼ $4,370,684
Accounts Payable and Accrued Expenses$131,710$39,773▼ $91,937
Total Liabilities$5,833,583$1,370,962▼ $4,462,621
Net Assets / Fund Balance
Total Net Assets Fund Balance$128,915,777$149,426,190▲ $20,510,413
Total Liabilities and Net Assets / Fund Balance$134,749,360$150,797,152▲ $16,047,792
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleOtherTotal
Andrew ColvardAlt Mgmt Trustee$133,787$133,787

Board Members and Trustees

NameTitle
James C SchultChairman, Union Trustee
Peter B BourlandAlt Mgmt Trustee
Logan BeereAlt Union Trustee
Jamie M McnamaraAlternate Union Trustee
J T PedersenMgmt Trustee
Nate SteinMgmt Trustee
Luke KuhlSecretary, Mgmt Trustee
Brandon P AndersonUnion Trustee
Douglas SuchanekUnion Trustee

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshane CorporationPlan Administrator1330 CONWAY STREET, St Paul, MN 55106$953,049
Umr INCClaims Processor150 W WAUSAU AVE, Wasau, WI 55401$729,236
Cvs Caremark CorporationClaims Processor1 CVS DRIVE, Woonsocket, RI 02895$148,333
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$54,425,747
Investment Income
$3,044,117
Other Revenue
$38,866
Change in Net Assets
$3,908,085

Audited Revenue Reconciliation

Revenue per Audited Statements
$57,270,251
Revenue Not Reported on Financial Statements
$238,479
Revenue Not Reported on Form 990
$16,602,328
Total Revenue per Audited Statements
$73,872,579
Total Revenue per Form 990
$57,508,730
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,232,197
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---$52,368,448
Fees for Services Management---$524,429
Fees for Service Investment Mgmnt Fees---$238,479
Fees for Services Legal---$114,172
Office Expenses---$67,920
Fees for Services Other---$59,500
Insurance---$34,243
Fees for Services Accounting---$31,920
Conferences and Meetings---$24,560
Other Expenses---$352
Total Functional Expenses$0$0$0$53,600,645

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$53,600,645
Expenses per Audited Statements$53,362,166
Total Expenses per Audited Statements$53,362,166
Expenses Not Reported on Financial Statements$238,479
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 for Collateral Held for Securities on Loan$1,331,189
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
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
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

“Wilson mcshane corporation is responsible for the financial operations of the fund. Wilson mcshane corporation prepares the general ledger, makes journal entries, manages claims and operational expenses.”

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

“The international brotherhood of electrical workers, local union no.110, afl-cio and st. Paul chapter of the national electrical contractors' association each appoint 50% of the board members.”

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

“The 990 is prepared by the organization's public accounting firm based on the information provided by management. Once a draft of the form is available, it is provided to the entire board of trustees for review and approal prior to filing with the irs. Any changes or questions are addressed before filing with the irs.”

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 interst, in facts, exists. They also determine if it is material and if corrective action is required. In addition, periodic reviews of compliance with the conflict of interest policy are conducted by the board of trustees to ensure the plan operates in a manner consistent with its purpose 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 its governing documents, conflict of interest policy, and financial statements available to participants, but not to the public, upon request at the benefit plan office.”

Filing and Contact Details

Filer

Filer Name
St Paul Electrical Workers Welfare Fund
EIN
41-1365924
Phone
9528540795
Address
1330 CONWAY STREET 130, ST PAUL, MN 55106

Signing Officer

Name
James Schult
Title
Chairman
Phone
9528540795
Signed
2025-06-05
Discuss with paid preparer
Yes

Organization Details

Principal Officer
James Schult
Formed
1973
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
1
Employees
0
Volunteers
10

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
Stacy Meyer
Phone
6123764500
Supplemental Narrative

Additional Explanations

FORM 990, PART XII, LINE 2C:

“The process has not changed from the prior year.”

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 6, 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 2024 and 2023 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.”

Raw XML AppendixShowing 400 of 754 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/GrossReceiptsAmt0110091066
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt01
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InsuranceGrp/TotalAmt034243
IRS990/InvestmentIncomeGrp/ExclusionAmt03408715
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt03408715
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt05701873
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt01331189
IRS990/InvestmentsPubTradedSecGrp/BOYAmt0103024748
IRS990/InvestmentsPubTradedSecGrp/EOYAmt0129856388
IRS990/IRPDocumentCnt011
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt052582336
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE MEDICAL, DENTAL, VISION, AND DISABILITY BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt0128915777
IRS990/NetAssetsOrFundBalancesEOYAmt0149426190
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-364598
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-364598
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt016602328
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt067920
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0TAXES
IRS990/OtherExpensesGrp/Desc1BANK CHARGES
IRS990/OtherExpensesGrp/TotalAmt0136622
IRS990/OtherExpensesGrp/TotalAmt1352
IRS990/OtherLiabilitiesGrp/BOYAmt05701873
IRS990/OtherLiabilitiesGrp/EOYAmt01331189
IRS990/OtherRevenueMiscGrp/BusinessCd0525100
IRS990/OtherRevenueMiscGrp/Desc0OTHER INCOME
IRS990/OtherRevenueMiscGrp/RelatedOrExemptFuncIncomeAmt038866
IRS990/OtherRevenueMiscGrp/TotalRevenueColumnAmt038866
IRS990/OtherRevenueTotalAmt038866
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0JAMES SCHULT
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0525100
IRS990/ProgramServiceRevenueGrp/BusinessCd1525100
IRS990/ProgramServiceRevenueGrp/BusinessCd2525100
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANT CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc2SUB H&W CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt049486868
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt13234333
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt21704546
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt049486868
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt13234333
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt21704546
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt046813063
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt03050713
IRS990/PYOtherExpensesAmt0983193
IRS990/PYOtherRevenueAmt078795
IRS990/PYProgramServiceRevenueAmt050318267
IRS990/PYRevenuesLessExpensesAmt05651519
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt047796256
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt053447775
IRS990/ReconcilationRevenueExpnssAmt03908085
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd01
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt0128915777
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt0149426190
IRS990/SavingsAndTempCashInvstGrp/BOYAmt019743477
IRS990/SavingsAndTempCashInvstGrp/EOYAmt013999611
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt0238479
IRS990ScheduleD/ExpensesSubtotalAmt053362166
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt0238479
IRS990ScheduleD/InvestmentExpensesNotIncldAmt0238479
IRS990ScheduleD/NetUnrealizedGainsInvstAmt016602328
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01331189
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0LIABILITY FOR COLLATERAL HELD FOR SECURITIES ON LOAN
IRS990ScheduleD/RevenueNotReportedAmt016602328
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt0238479
IRS990ScheduleD/RevenueSubtotalAmt057270251
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE VEBA TRUST FUNDING CERTAIN BENEFITS OF THE PLAN RECEIVED AN EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS) DATED FEBRUARY 6, 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 2024 AND 2023 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/TotalExpensesPerForm990Amt053600645
IRS990ScheduleD/TotalLiabilityAmt01331189
IRS990ScheduleD/TotalRevenuePerForm990Amt057508730
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt073872579
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt053362166
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0161248
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1149937
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2149479
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3133042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124473
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt223995
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt322926
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt049087
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt133991
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt232803
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt330905
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0LUKE KUHL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1JAMIE M MCNAMARA
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2DOUGLAS SUCHANEK
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3LOGAN BEERE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0SECRETARY, MGMT TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ALTERNATE UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3ALT UNION TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0210335
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1208401
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2206277
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3186873
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalInformationDetail/ExplanationTxt0FOR LUKE KUHL, COMPENSATION (WAGES AND BONUSES) FOR EXECUTIVES AT ST. PAUL CHAPTER, NECA AND NOW TWIN CITIES NECA IS SET BY THE BOARD OF DIRECTORS. IT IS USUALLY RELATED TO THE STRENGTH OF THE INDUSTRY, COMPENSATION OF RELATED LEADERS (OTHER NECA EXECS, BUSINESS MANAGER, TRUST FUND LEADERS, JATC TD, UNION AND ASSOCIATION EXECUTIVE COMPENSATION ACROSS THE BUILDING TRADES), AND CHAPTER ACTIVITIES. FOR JAMIE MCNAMARA, DOUGLAS SUCHANEK, AND LOGAN BEERE, COMPENSATION IS DETERMINED INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS LOCAL UNION 110 BYLAWS.
IRS990ScheduleJ/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 3
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0WILSON MCSHANE CORPORATION IS RESPONSIBLE FOR THE FINANCIAL OPERATIONS OF THE FUND. WILSON MCSHANE CORPORATION PREPARES THE GENERAL LEDGER, MAKES JOURNAL ENTRIES, MANAGES CLAIMS AND OPERATIONAL EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE INTERNATIONAL BROTHERHOOD OF ELECTRICAL WORKERS, LOCAL UNION NO.110, AFL-CIO AND ST. PAUL CHAPTER OF THE NATIONAL ELECTRICAL CONTRACTORS' ASSOCIATION EACH APPOINT 50% OF THE BOARD MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS PREPARED BY THE ORGANIZATION'S PUBLIC ACCOUNTING FIRM BASED ON THE INFORMATION PROVIDED BY MANAGEMENT. ONCE A DRAFT OF THE FORM IS AVAILABLE, IT IS PROVIDED TO THE ENTIRE BOARD OF TRUSTEES FOR REVIEW AND APPROAL PRIOR TO FILING WITH THE IRS. ANY CHANGES OR QUESTIONS ARE ADDRESSED BEFORE FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY. THE TRUSTEES DETERMINE IF A CONFLICT OF INTERST, IN FACTS, EXISTS. THEY ALSO DETERMINE IF IT IS MATERIAL AND IF CORRECTIVE ACTION IS REQUIRED. IN ADDITION, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED BY THE BOARD OF TRUSTEES TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSE AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE PLAN MAKES ITS 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/ExplanationTxt5THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.
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 XII, LINE 2C:
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0A & J ELECTRIC CORP
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1AB COMM
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2ACE ELECTRICAL CONTRACTORS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ACORN ELECTRIC INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4ADVANCED SYSTEMS INTEGRATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5ADVANTAGE POINT GROUP INC

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$150,797,152
Liabilities
$1,370,962
Net assets
$149,426,190
Revenue
$57,508,730
Expenses
$53,600,645
Net income
$3,908,085
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$151$1.37$149$57.5$53.6$3.91
2023Detailed filing. Detailed filing data is available for this year.$135$5.83$129$53.4$47.8$5.65
2022Detailed filing. Detailed filing data is available for this year.$126$6.66$119$55.2$45.9$9.30
2021Detailed filing. Detailed filing data is available for this year.$147$22.1$125$56.7$45.4$11.3
2020Detailed filing. Detailed filing data is available for this year.$129$20.7$109$53.0$43.8$9.29
2019Detailed filing. Detailed filing data is available for this year.$102$6.45$95.2$55.2$46.0$9.21
2018Detailed filing. Detailed filing data is available for this year.$98.8$15.1$83.6$53.3$41.7$11.6
2017Detailed filing. Detailed filing data is available for this year.$77.7$7.48$70.3$48.9$39.3$9.57
2016Detailed filing. Detailed filing data is available for this year.$63.3$4.62$58.7$45.2$42.8$2.39
2015Detailed filing. Detailed filing data is available for this year.$58.1$3.81$54.3$44.1$35.9$8.21
2014Detailed filing. Detailed filing data is available for this year.$55.8$6.96$48.8$39.6$32.6$7.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$41.8$0.04$41.7$36.0$32.8$3.29
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.7$0.12$37.6$33.3
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$36.6$0.06$36.6$30.9
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.7$0.05$35.6$31.6