Civic Intelligence

Electrical Workers Local No 292 Vacation & Holiday Trust Fund

990 • Fiscal year 2024 • EIN 41-1701466

May 01, 2023 to Apr 30, 2024 • Filed on Mar 13, 2025

6700 W Broadway Avenue BBrooklyn Park, MN 55428

(763) 493-8830

Siviq Scores

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

Liabilities / Assets

73rd percentile

0.17x

Higher debt load relative to assets than 73% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

39th percentile

0.01x

Higher debt load relative to revenue than 39% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Net Margin

28th percentile

-0.1%

Higher net margin than 28% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

80th percentile

$245,285

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 0.9% of source-year revenue.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2024

Asset Growth

27th percentile

2.1%

Faster asset growth than 27% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

61st percentile

11%

Faster revenue growth than 61% of similar nonprofits.

2024 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2023 to 2024

Assets

Up

$2,267,493

Up $46,658 (+2.1%) from 2023

Net Assets

Down

$1,874,663

Down $25,644 (-1.3%) from 2023

Liabilities

Up

$392,830

Up $72,302 (+23%) from 2023

Revenue

Up

$27,693,068

Up $2,845,365 (+11%) from 2023

Expenses

Up

$27,718,712

Up $2,963,834 (+12%) from 2023

Net Income

Down

-$25,644

Down $118,469 (-128%) from 2023

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,566,967Liabilities 2011: $0Net Assets 2011: $1,566,9672011Assets 2012: $1,077,601Liabilities 2012: $0Net Assets 2012: $1,077,6012012Assets 2013: $1,616,749Liabilities 2013: $0Net Assets 2013: $1,616,7492013Assets 2014: $1,167,455Liabilities 2014: $0Net Assets 2014: $1,167,4552014Assets 2015: $1,671,001Liabilities 2015: $0Net Assets 2015: $1,671,0012015Assets 2016: $1,890,027Liabilities 2016: $2,827Net Assets 2016: $1,887,2002016Assets 2017: $1,630,902Liabilities 2017: $11,777Net Assets 2017: $1,619,1252017Assets 2018: $1,927,678Liabilities 2018: $7,812Net Assets 2018: $1,919,8662018Assets 2019: $1,835,312Liabilities 2019: $11,785Net Assets 2019: $1,823,5272019Assets 2020: $3,238,265Liabilities 2020: $0Net Assets 2020: $3,238,2652020Assets 2021: $3,394,255Liabilities 2021: $0Net Assets 2021: $3,394,2552021Assets 2022: $2,002,234Liabilities 2022: $89,725Net Assets 2022: $1,912,5092022Assets 2023: $2,220,835Liabilities 2023: $320,528Net Assets 2023: $1,900,3072023Assets 2024: $2,267,493Liabilities 2024: $392,830Net Assets 2024: $1,874,6632024Assets 2025: $2,761,493Liabilities 2025: $126,892Net Assets 2025: $2,634,6012025

Highlighted filing

2024

Assets$2,267,493
Liabilities$392,830
Net Assets$1,874,663

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2011: $13,397,7682011Expenses 2012: $15,503,2542012Revenue 2013: $15,928,731Expenses 2013: $15,389,583Net Income 2013: $539,1482013Revenue 2014: $16,202,008Expenses 2014: $16,651,302Net Income 2014: -$449,2942014Revenue 2015: $17,036,079Expenses 2015: $16,650,105Net Income 2015: $385,9742015Revenue 2016: $19,547,145Expenses 2016: $19,330,946Net Income 2016: $216,1992016Revenue 2017: $19,912,687Expenses 2017: $20,180,762Net Income 2017: -$268,0752017Revenue 2018: $22,388,839Expenses 2018: $22,088,098Net Income 2018: $300,7412018Revenue 2019: $20,884,004Expenses 2019: $20,980,343Net Income 2019: -$96,3392019Revenue 2020: $22,609,918Expenses 2020: $21,195,180Net Income 2020: $1,414,7382020Revenue 2021: $18,054,884Expenses 2021: $17,898,894Net Income 2021: $155,9902021Revenue 2022: $20,631,517Expenses 2022: $22,113,263Net Income 2022: -$1,481,7462022Revenue 2023: $24,847,703Expenses 2023: $24,754,878Net Income 2023: $92,8252023Revenue 2024: $27,693,068Expenses 2024: $27,718,712Net Income 2024: -$25,6442024Revenue 2025: $31,273,396Expenses 2025: $30,727,557Net Income 2025: $545,8392025

Highlighted filing

2024

Revenue$27,693,068
Expenses$27,718,712
Net Income-$25,644
Jump To
Filing Snapshot
Filing Period
May 1, 2023 to Apr 30, 2024
Signed
Mar 13, 2025
Return Version
2023v6.0
Gross Receipts
$27,693,068
Mission and Program Overview

Mission

To provide and maintain benefits for eligible participants and their beneficiaries as specified in the plan document.

Provide vacation and holiday benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Accounts Receivable$2,009,813$2,134,486▲ $124,673
Rtn Earn Endowment Incm Other Fnds$1,900,307$1,874,663▼ $25,644
Cash and Non-Interest-Bearing Accounts$211,022$133,007▼ $78,015
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$2,220,835$2,267,493▲ $46,658
Liabilities
Other Liabilities$320,528$392,830▲ $72,302
Total Liabilities$320,528$392,830▲ $72,302
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,900,307$1,874,663▼ $25,644
Total Liabilities and Net Assets / Fund Balance$2,220,835$2,267,493▲ $46,658
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dan FergusonLabor Trustee - Chairman
David MandersonManagement Trustee, Chairman-past
Jeffrey HeimerlLabor Trustee
Jennifer MudgeLabor Trustee
John KripotosLabor Trustee - Alternate
Kristin CausbyManagement Trustee
Laura KarowManagement Trustee
Ryan MorrisManagement Trustee - Alternate
Jerry HeinManagement Trustee - Secretary
Carla GruetzmacherAdministrative Manager
Ann KellenFinance Manager
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$27,682,655
Investment Income
$10,413
Other Revenue
$0
Change in Net Assets
$-25,644

Audited Revenue Reconciliation

Revenue per Audited Statements
$27,693,068
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$0
Total Revenue per Audited Statements
$27,693,068
Total Revenue per Form 990
$27,693,068
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$172,675
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---$27,546,037
Other Expenses---$158,189
Fees for Services Accounting---$9,524
Office Expenses---$2,125
Insurance---$1,455
Fees for Services Legal---$1,382
Total Functional Expenses$0$0$0$27,718,712

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$27,718,712
Total Expenses per Audited Statements$27,718,712
Total Expenses per Form 990$27,718,712
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Due to I.b.e.w. 292 Health Care Plan$392,830
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

Three trustees are appointed by the union and three trustees are appointed by the contractors association. The union and the contractors association may also appoint up to one alternate trustee who will be qualified to act only in the absence of a trustee.

Form 990, Part VI, Section A, Line 8B

There are no committees with the authority to act on behalf of the governing body.

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

The trustees review the plan's conflict of interest policy annually with the plan's attorney and are required to sign an annual certification of compliance with the policy. In addition, to ensure the plan operates in a manner consistent with its purposes and does not engage in activities that could jeopardize its lawful status and fiduciary obligations, periodic reviews of compliance with the conflict of interest policy are conducted.

Form 990, Part VI, Section C, Line 19

The organization makes its governing documents,conflict of interest policy, and financial statements available to participants upon request.

FORM 990, PART VII, SECTION A, LINE 1:

The plan's highest compensated employees are shared employees with numerous related organizations, one of which is responsible for payroll. The reporting organization reimburses the related organization responsible for payroll for its allocated portion of salary and salary related expenses.

Filing and Contact Details

Filer

Filer Name
Electrical Workers Local No 292
EIN
41-1701466
Phone
7634938830
Address
6700 W BROADWAY AVENUE B, BROOKLYN PARK, MN 55428

Signing Officer

Name
Dan Ferguson
Title
Trustee
Phone
7634938830
Signed
2025-03-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dan Ferguson
Formed
1991
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
1
Employees
0
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:

Accounting principles generally accepted in the united states of america require the plan to evaluate tax positions taken and recognize a tax liability if the plan has taken uncertain tax positions that more likely than not would not be sustained upon examination by tax authorities. 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 951 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/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt024847703
IRS990/ReconcilationRevenueExpnssAmt0-25644
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01900307
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01874663
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt027718712
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0392830
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO I.B.E.W. 292 HEALTH CARE PLAN
IRS990ScheduleD/RevenueNotReportedAmt00
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt027693068
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE THE PLAN TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN UNCERTAIN TAX POSITIONS THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAX AUTHORITIES. 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/TotalExpensesPerForm990Amt027718712
IRS990ScheduleD/TotalLiabilityAmt0392830
IRS990ScheduleD/TotalRevenuePerForm990Amt027693068
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt027693068
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt027718712
IRS990ScheduleJ/EquityBasedCompArrngmInd00
IRS990/ScheduleJRequiredInd01
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt00
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IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BaseCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusFilingOrganizationAmount50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/BonusRelatedOrganizationsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt0176141
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt1167245
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt2146784
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt3136429
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt4136429
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompensationBasedOnRltdOrgsAmt5139811
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990FilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/CompReportPrior990RltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompensationFlngOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt040827
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt124302
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt234556
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt332345
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt432345
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/DeferredCompRltdOrgsAmt520813
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt024922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt118408
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt224922
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt324134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt424134
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/NontaxableBenefitsRltdOrgsAmt518408
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt03395
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt2780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt3780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt4780
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/OtherCompensationRltdOrgsAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm0JEFFREY HEIMERL
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm1CARLA GRUETZMACHER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm2JENNIFER MUDGE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm3DAN FERGUSON
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm4JOHN KRIPOTOS
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/PersonNm5ANN KELLEN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt0LABOR TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt1ADMINISTRATIVE MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt2LABOR TRUSTEE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt3LABOR TRUSTEE - CHAIRMAN
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt4LABOR TRUSTEE - ALTERNATE
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TitleTxt5FINANCE MANAGER
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt00
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt10
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt20
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt30
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt40
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationFilingOrgAmt50
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt0245285
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt1209955
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt2207042
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt3193688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt4193688
IRS990ScheduleJ/RltdOrgOfficerTrstKeyEmplGrp/TotalCompensationRltdOrgsAmt5179032
IRS990ScheduleJ/SeverancePaymentInd00
IRS990ScheduleJ/SupplementalNonqualRtrPlanInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THREE TRUSTEES ARE APPOINTED BY THE UNION AND THREE TRUSTEES ARE APPOINTED BY THE CONTRACTORS ASSOCIATION. THE UNION AND THE CONTRACTORS ASSOCIATION MAY ALSO APPOINT UP TO ONE ALTERNATE TRUSTEE WHO WILL BE QUALIFIED TO ACT ONLY IN THE ABSENCE OF A TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS PROVIDED TO, REVIEWED AND APPROVED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEES REVIEW THE PLAN'S CONFLICT OF INTEREST POLICY ANNUALLY WITH THE PLAN'S ATTORNEY AND ARE REQUIRED TO SIGN AN ANNUAL CERTIFICATION OF COMPLIANCE WITH THE POLICY. IN ADDITION, TO ENSURE THE PLAN OPERATES IN A MANNER CONSISTENT WITH ITS PURPOSES AND DOES NOT ENGAGE IN ACTIVITIES THAT COULD JEOPARDIZE ITS LAWFUL STATUS AND FIDUCIARY OBLIGATIONS, PERIODIC REVIEWS OF COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY ARE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS,CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO PARTICIPANTS UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE PLAN'S HIGHEST COMPENSATED EMPLOYEES ARE SHARED EMPLOYEES WITH NUMEROUS RELATED ORGANIZATIONS, ONE OF WHICH IS RESPONSIBLE FOR PAYROLL. THE REPORTING ORGANIZATION REIMBURSES THE RELATED ORGANIZATION RESPONSIBLE FOR PAYROLL FOR ITS ALLOCATED PORTION OF SALARY AND SALARY RELATED EXPENSES.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 8B
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, LINE 1:
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

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.76$0.13$2.63$31.3$30.7$0.55
2024Detailed filing. Detailed filing data is available for this year.$2.27$0.39$1.87$27.7$27.7$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.22$0.32$1.90$24.8$24.8$0.09
2022Detailed filing. Detailed filing data is available for this year.$2.00$0.09$1.91$20.6$22.1$1.48
2021Detailed filing. Detailed filing data is available for this year.$3.39$0.00$3.39$18.1$17.9$0.16
2020Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$22.6$21.2$1.41
2019Detailed filing. Detailed filing data is available for this year.$1.84$0.01$1.82$20.9$21.0$0.10
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.01$1.92$22.4$22.1$0.30
2017Detailed filing. Detailed filing data is available for this year.$1.63$0.01$1.62$19.9$20.2$0.27
2016Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$19.5$19.3$0.22
2015Detailed filing. Detailed filing data is available for this year.$1.67$0.00$1.67$17.0$16.7$0.39
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$16.2$16.7$0.45
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.62$0.00$1.62$15.9$15.4$0.54
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.08$15.5
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.57$0.00$1.57$13.4