Civic Intelligence

Duluth Building Trades Health And

EIN 41-6025701 • 501(c)9 • Duluth, MN

View Organization Page

Profile

HEALTH/WELFARE FUND

2002 London Road Suite 300Duluth, MN 55812

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

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

Liabilities / Revenue

33rd percentile

0.01x

Higher debt load relative to revenue than 33% of similar nonprofits.

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

Net Margin

52nd percentile

5.7%

Higher net margin than 52% of similar nonprofits.

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

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

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

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

Asset Growth

28th percentile

1.1%

Faster asset growth than 28% of similar nonprofits.

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

Revenue Growth

50th percentile

7.3%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$35,520,045

Up $391,864 (+1.1%) from 2023

Liabilities

Down

$109,655

Down $98,702 (-47%) from 2023

Net Assets

Up

$35,410,390

Up $490,566 (+1.4%) from 2023

Operations
Liabilities / Revenue33rd percentileNet Margin52nd percentile

Revenue

Up

$20,288,496

Up $1,386,402 (+7.3%) from 2023

Expenses

Up

$19,129,067

Up $2,230,593 (+13%) from 2023

Net Income

Down

$1,159,429

Down $844,191 (-42%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth28th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2010: $37,349,143Liabilities 2010: $8,311,107Net Assets 2010: $29,038,0362010Assets 2011: $38,687,236Liabilities 2011: $7,123,035Net Assets 2011: $31,564,2012011Assets 2012: $35,634,978Liabilities 2012: $482,470Net Assets 2012: $35,152,5082012Assets 2013: $36,657,293Liabilities 2013: $14,394Net Assets 2013: $36,642,8992013Assets 2014: $36,382,807Liabilities 2014: $189,728Net Assets 2014: $36,193,0792014Assets 2015: $35,298,443Liabilities 2015: $93,815Net Assets 2015: $35,204,6282015Assets 2016: $34,364,808Liabilities 2016: $65,851Net Assets 2016: $34,298,9572016Assets 2017: $34,065,533Liabilities 2017: $93,339Net Assets 2017: $33,972,1942017Assets 2018: $30,469,542Liabilities 2018: $71,645Net Assets 2018: $30,397,8972018Assets 2019: $31,131,556Liabilities 2019: $78,364Net Assets 2019: $31,053,1922019Assets 2020: $34,694,739Liabilities 2020: $35,636Net Assets 2020: $34,659,1032020Assets 2021: $35,749,617Liabilities 2021: $792,914Net Assets 2021: $34,956,7032021Assets 2022: $32,045,593Liabilities 2022: $1,276,903Net Assets 2022: $30,768,6902022Assets 2023: $35,128,181Liabilities 2023: $208,357Net Assets 2023: $34,919,8242023Assets 2024: $35,520,045Liabilities 2024: $109,655Net Assets 2024: $35,410,3902024

Highlighted filing

2024

Assets$35,520,045
Liabilities$109,655
Net Assets$35,410,390
Open 2024 Filing

Operations Trend

Revenue Growth50th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$30M$20M$10M$0-$10MExpenses 2010: $21,801,1582010Expenses 2011: $24,201,5522011Expenses 2012: $21,171,7582012Revenue 2013: $11,382,323Expenses 2013: $10,707,286Net Income 2013: $675,0372013Revenue 2014: $11,626,342Expenses 2014: $12,244,524Net Income 2014: -$618,1822014Revenue 2015: $12,517,523Expenses 2015: $12,510,804Net Income 2015: $6,7192015Revenue 2016: $11,493,493Expenses 2016: $13,629,131Net Income 2016: -$2,135,6382016Revenue 2017: $12,440,956Expenses 2017: $13,727,011Net Income 2017: -$1,286,0552017Revenue 2018: $13,232,646Expenses 2018: $15,135,886Net Income 2018: -$1,903,2402018Revenue 2019: $14,877,050Expenses 2019: $16,113,164Net Income 2019: -$1,236,1142019Revenue 2020: $14,147,975Expenses 2020: $12,403,335Net Income 2020: $1,744,6402020Revenue 2021: $16,928,009Expenses 2021: $16,842,727Net Income 2021: $85,2822021Revenue 2022: $19,317,621Expenses 2022: $16,683,792Net Income 2022: $2,633,8292022Revenue 2023: $18,902,094Expenses 2023: $16,898,474Net Income 2023: $2,003,6202023Revenue 2024: $20,288,496Expenses 2024: $19,129,067Net Income 2024: $1,159,4292024

Highlighted filing

2024

Revenue$20,288,496
Expenses$19,129,067
Net Income$1,159,429
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$35,520,045
Liabilities
$109,655
Net assets
$35,410,390
Revenue
$20,288,496
Expenses
$19,129,067
Net income
$1,159,429
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.5$0.11$35.4$20.3$19.1$1.16
2023Detailed filing. Detailed filing data is available for this year.$35.1$0.21$34.9$18.9$16.9$2.00
2022Detailed filing. Detailed filing data is available for this year.$32.0$1.28$30.8$19.3$16.7$2.63
2021Detailed filing. Detailed filing data is available for this year.$35.7$0.79$35.0$16.9$16.8$0.09
2020Detailed filing. Detailed filing data is available for this year.$34.7$0.04$34.7$14.1$12.4$1.74
2019Detailed filing. Detailed filing data is available for this year.$31.1$0.08$31.1$14.9$16.1$1.24
2018Detailed filing. Detailed filing data is available for this year.$30.5$0.07$30.4$13.2$15.1$1.90
2017Detailed filing. Detailed filing data is available for this year.$34.1$0.09$34.0$12.4$13.7$1.29
2016Detailed filing. Detailed filing data is available for this year.$34.4$0.07$34.3$11.5$13.6$2.14
2015Detailed filing. Detailed filing data is available for this year.$35.3$0.09$35.2$12.5$12.5$0.01
2014Detailed filing. Detailed filing data is available for this year.$36.4$0.19$36.2$11.6$12.2$0.62
2013Detailed filing. Detailed filing data is available for this year.$36.7$0.01$36.6$11.4$10.7$0.68
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$35.6$0.48$35.2$21.2
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$38.7$7.12$31.6$24.2
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$37.3$8.31$29.0$21.8
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 2, 2025
Return Version
2024v5.0
Gross Receipts
$23,486,884
Mission and Program Overview

Mission

HEALTH/WELFARE FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$34,919,824$35,410,390▲ $490,566
Investments in Publicly Traded Securities$31,718,253$33,074,362▲ $1,356,109
Accounts Receivable$1,401,344$1,304,045▼ $97,299
Cash and Non-Interest-Bearing Accounts$2,002,448$1,135,503▼ $866,945
Prepaid Expenses and Deferred Charges$6,136$6,135▼ $1
Total Assets$35,128,181$35,520,045▲ $391,864
Liabilities
Accounts Payable and Accrued Expenses$208,357$109,655▼ $98,702
Total Liabilities$208,357$109,655▼ $98,702
Net Assets / Fund Balance
Total Net Assets Fund Balance$34,919,824$35,410,390▲ $490,566
Total Liabilities and Net Assets / Fund Balance$35,128,181$35,520,045▲ $391,864
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Jason QuigginMgmt Chair
Mitchell DiersVice Chair
Mark SwansonVice Chair (
Andy CampeauLab Trustee
Samuel SchultzLab Trustee
Ben DahlstromMgmt Trustee
David HebigMgmt Trustee
Jerome JohnsonMgmt Trustee
Mark UrickMgmt Trustee
Jeff StarkLabor Truste
Kyler KinnLabor Truste
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$18,137,882
Investment Income
$2,150,359
Other Revenue
$255
Change in Net Assets
$1,159,429

Audited Revenue Reconciliation

Revenue per Audited Statements
$20,288,496
Revenue Not Reported on Form 990
$-668,863
Total Revenue per Audited Statements
$19,619,633
Total Revenue per Form 990
$20,288,496
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,102,851
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---$18,026,216
Fees for Services Management---$394,648
Fees for Service Investment Mgmnt Fees---$157,069
Fees for Services Other---$103,287
Fees for Services Legal---$36,832
Other Expenses---$31,180
Fees for Services Accounting---$19,250
Office Expenses---$10,844
Total Functional Expenses$0$0$0$19,129,067

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$19,129,067
Total Expenses per Audited Statements$19,129,067
Total Expenses per Form 990$19,129,067
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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, Page 6, Part VI, Line 6

“Explanation: each participant of the organization is considered a member.”

Form 990, Page 6, Part VI, Line 7A

“The locals unions, through the duluth building and construction trades council, are recognized as the exclusive body to select the four union trustees representing all employees participating in the benefit programs sponsored by the trust. The collectively bargained employers are recognized as the exclusive body to select the four employer trustees representing all employers participating in the benefit programs sponsered by the trust.”

Form 990, Page 6, Part VI, Line 11B

“The board of trustees or administrative office review prior to the return being filed.”

Form 990, Page 6, Part VI, Line 12C

“There is an annual review of any conflicts at a board meeting.”

Form 990, Page 6, Part VI, Line 19

“Documentation is available upon request.”

Filing and Contact Details

Filer

Filer Name
Duluth Building Trades Health and
EIN
41-6025701
Phone
2187284231
Address
2002 LONDON ROAD SUITE 300, DULUTH, MN 55812

Signing Officer

Name
Mitchell Diers
Title
Vice Chair
Phone
2187284231
Signed
2025-10-02

Organization Details

Principal Officer
Mitchell Diers
Formed
1970
Legal Domicile
Mn
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
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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/ProgramServiceRevenueGrp/Desc1PARTICIPANTS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt015661990
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IRS990ScheduleD/ExpensesSubtotalAmt019129067
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IRS990ScheduleD/RevenueNotReportedAmt0-668863
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IRS990ScheduleD/TotalRevenuePerForm990Amt020288496
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: EACH PARTICIPANT OF THE ORGANIZATION IS CONSIDERED A MEMBER.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE LOCALS UNIONS, THROUGH THE DULUTH BUILDING AND CONSTRUCTION TRADES COUNCIL, ARE RECOGNIZED AS THE EXCLUSIVE BODY TO SELECT THE FOUR UNION TRUSTEES REPRESENTING ALL EMPLOYEES PARTICIPATING IN THE BENEFIT PROGRAMS SPONSORED BY THE TRUST. THE COLLECTIVELY BARGAINED EMPLOYERS ARE RECOGNIZED AS THE EXCLUSIVE BODY TO SELECT THE FOUR EMPLOYER TRUSTEES REPRESENTING ALL EMPLOYERS PARTICIPATING IN THE BENEFIT PROGRAMS SPONSERED BY THE TRUST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF TRUSTEES OR ADMINISTRATIVE OFFICE REVIEW PRIOR TO THE RETURN BEING FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS AN ANNUAL REVIEW OF ANY CONFLICTS AT A BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 19
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