Civic Intelligence

Duluth Building Trades Welfare Fund

990 • Fiscal year 2014 • EIN 41-6025701

Jan 01, 2014 to Dec 31, 2014 • Filed on Aug 11, 2015

Organization ProfileN/A

View Organization Page

2002 London Road Suite 300Dultuh, MN 55812

(218) 728-4231

Siviq Scores

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

Liabilities / Assets

29th percentile

0.01x

Higher debt load relative to assets than 29% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.02x

Higher debt load relative to revenue than 36% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Net Margin

20th percentile

-5.3%

Higher net margin than 20% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2014 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2014

Asset Growth

29th percentile

-0.7%

Faster asset growth than 29% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Revenue Growth

40th percentile

2.1%

Faster revenue growth than 40% of similar nonprofits.

2014 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$36,382,807

Down $274,486 (-0.7%) from 2013

Net Assets

Down

$36,193,079

Down $449,820 (-1.2%) from 2013

Liabilities

Up

$189,728

Up $175,334 (+1218%) from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin20th percentile

Revenue

Up

$11,626,342

Up $244,019 (+2.1%) from 2013

Expenses

Up

$12,244,524

Up $1,537,238 (+14%) from 2013

Net Income

Down

-$618,182

Down $1,293,219 (-192%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth29th percentile

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

$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

2014

Assets$36,382,807
Liabilities$189,728
Net Assets$36,193,079
Open 2014 Filing

Operations Trend

Revenue Growth40th percentile

Revenue, expenses, and net income across loaded years, with this 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

2014

Revenue$11,626,342
Expenses$12,244,524
Net Income-$618,182
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Aug 11, 2015
Return Version
2014v5.0
Gross Receipts
$16,504,256
Mission and Program Overview

Mission

HEALTH/WELFARE FUND

Voluntary health/welfare fund

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$36,642,899$36,193,079▼ $449,820
Investments in Publicly Traded Securities$35,209,982$35,529,601▲ $319,619
Accounts Receivable$822,705$850,095▲ $27,390
Cash and Non-Interest-Bearing Accounts$621,575--
Prepaid Expenses and Deferred Charges$3,031$3,111▲ $80
Total Assets$36,657,293$36,382,807▼ $274,486
Liabilities
Accounts Payable and Accrued Expenses$14,394$189,728▲ $175,334
Total Liabilities$14,394$189,728▲ $175,334
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,642,899$36,193,079▼ $449,820
Total Liabilities and Net Assets / Fund Balance$36,657,293$36,382,807▼ $274,486
Compensation and Service Providers
Top Officer Pay43rd percentile

Board Members and Trustees

NameTitle
Dick WebberChairman
Ryan VieauVice Chairma
Craig OlsonTrustee
Jeffrey DaveauTrustee
Mitchell DiersTrustee
Mark HubbardTrustee (jan
Jason QuigginAlternate La
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$10,384,381
Investment Income
$1,241,961
Other Revenue
$0
Change in Net Assets
$-618,182

Audited Revenue Reconciliation

Revenue per Audited Statements
$11,626,342
Revenue Not Reported on Form 990
$247,577
Total Revenue per Audited Statements
$11,873,919
Total Revenue per Form 990
$11,626,342
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$786,900
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---$11,457,624
Fees for Services Management---$270,000
Fees for Services Other---$71,441
Fees for Services Legal---$34,387
Other Expenses---$27,447
Fees for Services Accounting---$21,193
Office Expenses---$12,042
Total Functional Expenses$0$0$0$12,244,524

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,323,739
Total Expenses per Audited Statements$12,323,739
Total Expenses per Form 990$12,244,524
Expenses Not Reported on Financial Statements$-79,215
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
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

“Explanation: the trustees of the organization are elected by the members to represent the members of the organization.”

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

“The 990 is reviewed at the board meeting.”

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

“There is an annual review of any conflicts at the 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 Welfare Fund
EIN
41-6025701
Phone
2187284231
Address
2002 LONDON ROAD SUITE 300, DULTUH, MN 55812

Signing Officer

Name
Craig Olson
Title
Vice Chairman
Phone
2187284231
Signed
2015-08-11

Organization Details

Principal Officer
Mitchell Diers
Formed
1970
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
12

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Gregory D Mleziva CPA
Phone
7158342001
Supplemental Narrative

Additional Explanations

Form 990, Page 12, Part XII, Line 2C

“Explanation: no changes have been made since prior year.”

Financial Statement Notes

Schedule D, Page 3, Part X

“Explanation: the plan will recognize any accrued interest and penalties related to unrecognized benefits in income tax, if incurred. The plan's previous three tax years are open for examination by the internal revenue service.”

Raw XML Appendix301 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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 IS REVIEWED AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE IS AN ANNUAL REVIEW OF ANY CONFLICTS AT THE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4DOCUMENTATION IS AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5EXPLANATION: NO CHANGES HAVE BEEN MADE SINCE PRIOR YEAR.
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IRS990/TotalLiabilitiesGrp/EOYAmt0189728
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036642899
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt036193079
IRS990/TotalProgramServiceRevenueAmt010384381
IRS990/TotalRevenueGrp/ExclusionAmt01156927
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010469415
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt011626342
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036657293
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt036382807
IRS990/TypeOfOrganizationAssocInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02002 LONDON ROAD SUITE 300
IRS990/USAddress/CityNm0DULUTH
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055812
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CRAIG OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02187284231
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-08-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DULUTH BUILDING TRADES WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0DULU
ReturnHeader/Filer/EIN0416025701
ReturnHeader/Filer/PhoneNum02187284231
ReturnHeader/Filer/USAddress/AddressLine1Txt02002 LONDON ROAD SUITE 300
ReturnHeader/Filer/USAddress/CityNm0DULTUH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055812
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0391277627
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BAUMAN ASSOCIATES LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1225
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EAU CLAIRE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0WI
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0547021225
ReturnHeader/PreparerPersonGrp/PhoneNum07158342001
ReturnHeader/PreparerPersonGrp/PreparationDt02015-08-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GREGORY D MLEZIVA CPA
ReturnHeader/ReturnTs02015-08-25T14:59:09-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$36,382,807
Liabilities
$189,728
Net assets
$36,193,079
Revenue
$11,626,342
Expenses
$12,244,524
Net income
-$618,182
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2014 filings • 501(c)9 • $25M-$50M nonprofits