Civic Intelligence

Duluth Building Trades Welfare Fund

990 • Fiscal year 2015 • EIN 41-6025701

Jan 01, 2015 to Dec 31, 2015 • Filed on Sep 21, 2016

Organization ProfileN/A

View Organization Page

2002 London Road Suite 300Duluth, MN 55812

(218) 728-4231

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Higher debt load relative to assets than 26% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Liabilities / Revenue

28th percentile

0.01x

Higher debt load relative to revenue than 28% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Net Margin

36th percentile

0.1%

Higher net margin than 36% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

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.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2015

Asset Growth

29th percentile

-3.0%

Faster asset growth than 29% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Revenue Growth

63rd percentile

7.7%

Faster revenue growth than 63% of similar nonprofits.

2015 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$35,298,443

Down $1,084,364 (-3.0%) from 2014

Net Assets

Down

$35,204,628

Down $988,451 (-2.7%) from 2014

Liabilities

Down

$93,815

Down $95,913 (-51%) from 2014

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin36th percentile

Revenue

Up

$12,517,523

Up $891,181 (+7.7%) from 2014

Expenses

Up

$12,510,804

Up $266,280 (+2.2%) from 2014

Net Income

Up

$6,719

Up $624,901 (+101%) from 2014

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

2015

Assets$35,298,443
Liabilities$93,815
Net Assets$35,204,628
Open 2015 Filing

Operations Trend

Revenue Growth63rd 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

2015

Revenue$12,517,523
Expenses$12,510,804
Net Income$6,719
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Sep 21, 2016
Return Version
2015v2.1
Gross Receipts
$25,415,504
Mission and Program Overview

Mission

HEALTH/WELFARE FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$36,193,079$35,204,628▼ $988,451
Investments in Publicly Traded Securities$35,529,601$34,217,575▼ $1,312,026
Accounts Receivable$850,095$908,918▲ $58,823
Cash and Non-Interest-Bearing Accounts-$166,991-
Prepaid Expenses and Deferred Charges$3,111$4,959▲ $1,848
Total Assets$36,382,807$35,298,443▼ $1,084,364
Liabilities
Accounts Payable and Accrued Expenses$189,728$93,815▼ $95,913
Total Liabilities$189,728$93,815▼ $95,913
Net Assets / Fund Balance
Total Net Assets Fund Balance$36,193,079$35,204,628▼ $988,451
Total Liabilities and Net Assets / Fund Balance$36,382,807$35,298,443▼ $1,084,364
Compensation and Service Providers
Top Officer Pay44th percentile

Board Members and Trustees

NameTitle
Craig OlsonChairman
Mitchell DiersVice Chairma
Brad HansenTrustee
Dave CartwrightTrustee
Jeffrey DaveauTrustee
Terry ShephardTrustee
Jason QuigginAlternate La

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshaneAdministrative2002 LONDON ROAD, Duluth, MN 55812$293,207
Bluelink TpaAdministrative1200 YANKEE DOODLE RD, St Paul, MN 55164$163,851
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$11,532,856
Investment Income
$984,667
Other Revenue
$0
Change in Net Assets
$6,719

Audited Revenue Reconciliation

Revenue per Audited Statements
$12,517,523
Revenue Not Reported on Form 990
$-997,207
Total Revenue per Audited Statements
$11,520,316
Total Revenue per Form 990
$12,517,523
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$857,661
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---$11,653,143
Fees for Services Management---$300,333
Fees for Services Other---$75,891
Fees for Service Investment Mgmnt Fees---$73,068
Fees for Services Legal---$35,898
Other Expenses---$31,272
Fees for Services Accounting---$27,754
Office Expenses---$9,489
Total Functional Expenses$0$0$0$12,510,804

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,510,804
Total Expenses per Audited Statements$12,510,804
Total Expenses per Form 990$12,510,804
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 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 three 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 three 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 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, DULUTH, MN 55812

Signing Officer

Name
Mitchell Diers
Title
Vice Chairman
Phone
2187284231
Signed
2016-09-21

Organization Details

Principal Officer
Mitchell Diers
Formed
1970
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
6
Employees
18

Preparer

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

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 Appendix312 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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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EXPLANATION: 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.
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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 THREE 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 THREE 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 THE 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
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt036382807
IRS990/TotalAssetsEOYAmt035298443
IRS990/TotalAssetsGrp/BOYAmt036382807
IRS990/TotalAssetsGrp/EOYAmt035298443
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt018
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt012510804
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0189728
IRS990/TotalLiabilitiesEOYAmt093815
IRS990/TotalLiabilitiesGrp/BOYAmt0189728
IRS990/TotalLiabilitiesGrp/EOYAmt093815
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt036193079
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt035204628
IRS990/TotalProgramServiceRevenueAmt011532856
IRS990/TotalRevenueGrp/ExclusionAmt01017383
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt011500140
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt012517523
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt036382807
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt035298443
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0MITCHELL DIERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VICE CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02187284231
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-09-21
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/CityNm0DULUTH
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/PreparationDt02016-11-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0NATHAN KALEPP CPA
ReturnHeader/ReturnTs02016-11-14T09:27:22-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$35,298,443
Liabilities
$93,815
Net assets
$35,204,628
Revenue
$12,517,523
Expenses
$12,510,804
Net income
$6,719
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

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