Civic Intelligence

Duluth Building Trades Welfare Fund

990 • Fiscal year 2020 • EIN 41-6025701

Jan 01, 2020 to Dec 31, 2020 • Filed on Oct 13, 2021

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

25th percentile

0.00x

Higher debt load relative to assets than 25% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

23rd percentile

0.00x

Higher debt load relative to revenue than 23% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Net Margin

63rd percentile

12%

Higher net margin than 63% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$0

Higher top officer pay than 40% of similar nonprofits.

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

2020 filings • 501(c)9 • $25M-$50M nonprofits • Source year 2020

Asset Growth

62nd percentile

11%

Faster asset growth than 62% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

37th percentile

-4.9%

Faster revenue growth than 37% of similar nonprofits.

2020 filings • 501(c)9 • $25M-$50M nonprofits • Annualized from 2019 to 2020

Assets

Up

$34,694,739

Up $3,563,183 (+11%) from 2019

Net Assets

Up

$34,659,103

Up $3,605,911 (+12%) from 2019

Liabilities

Down

$35,636

Down $42,728 (-55%) from 2019

Revenue

Down

$14,147,975

Down $729,075 (-4.9%) from 2019

Expenses

Down

$12,403,335

Down $3,709,829 (-23%) from 2019

Net Income

Up

$1,744,640

Up $2,980,754 (+241%) from 2019

Historical Trend

Balance Sheet Trend

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

2020

Assets$34,694,739
Liabilities$35,636
Net Assets$34,659,103

Operations Trend

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

2020

Revenue$14,147,975
Expenses$12,403,335
Net Income$1,744,640
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Oct 13, 2021
Return Version
2020v4.0
Gross Receipts
$22,142,433
Mission and Program Overview

Mission

HEALTH/WELFARE FUND

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$31,053,192$34,659,103▲ $3,605,911
Investments in Publicly Traded Securities$29,418,794$31,800,867▲ $2,382,073
Cash and Non-Interest-Bearing Accounts$658,663$1,842,765▲ $1,184,102
Accounts Receivable$1,048,769$1,045,624▼ $3,145
Prepaid Expenses and Deferred Charges$5,330$5,483▲ $153
Total Assets$31,131,556$34,694,739▲ $3,563,183
Liabilities
Accounts Payable and Accrued Expenses$78,364$35,636▼ $42,728
Total Liabilities$78,364$35,636▼ $42,728
Net Assets / Fund Balance
Total Net Assets Fund Balance$31,053,192$34,659,103▲ $3,605,911
Total Liabilities and Net Assets / Fund Balance$31,131,556$34,694,739▲ $3,563,183
Compensation and Service Providers

Board Members and Trustees

NameTitle
Mark SwansonChairman
Andy CampeauVice Chair
Craig OlsonTrustee
Dave CartwrightTrustee
Mitchell DiersTrustee
Rick ImpolaTrustee
Jason QuigginAlternate La

Highest Paid Contractors

ContractorServicesLocationCompensation
Wilson-mcshaneAdministrative2002 LONDON ROAD, Duluth, MN 55812$327,584
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$12,613,108
Investment Income
$1,534,867
Other Revenue
$0
Change in Net Assets
$1,744,640

Audited Revenue Reconciliation

Revenue per Audited Statements
$14,147,975
Revenue Not Reported on Form 990
$1,861,271
Total Revenue per Audited Statements
$16,009,246
Total Revenue per Form 990
$14,147,975
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$905,616
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---$11,497,719
Fees for Services Management---$320,400
Fees for Service Investment Mgmnt Fees---$87,738
Fees for Services Other---$62,161
Fees for Services Legal---$38,314
Other Expenses---$26,777
Fees for Services Accounting---$17,234
Office Expenses---$13,810
Total Functional Expenses$0$0$0$12,403,335

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$12,403,335
Total Expenses per Audited Statements$12,403,335
Total Expenses per Form 990$12,403,335
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 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 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
Trustee
Phone
2187284231
Signed
2021-10-13

Organization Details

Principal Officer
Mitchell Diers
Formed
1970
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
4
Employees
12

Preparer

Firm
Bauman Associates Ltd
Address
PO BOX 1225, EAU CLAIRE, WI 54702-1225
Preparer
Nathan Kalepp CPA
Phone
7158342001
Raw XML AppendixShowing 400 of 681 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt078364
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt035636
IRS990/AccountsReceivableGrp/BOYAmt01048769
IRS990/AccountsReceivableGrp/EOYAmt01045624
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0HEALTH/WELFARE FUND
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/AuditCommitteeInd0true
IRS990/BackupWthldComplianceInd0true
IRS990/BenefitsToMembersGrp/TotalAmt011497719
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0WILSON-MCSHANE CORPORATION
IRS990/BooksInCareOfDetail/PhoneNum02187284231
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt02002 LONDON ROAD SUITE 300
IRS990/BooksInCareOfDetail/USAddress/CityNm0DULUTH
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055812
IRS990/BusinessRlnWith35CtrlEntInd0false
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt0658663
IRS990/CashNonInterestBearingGrp/EOYAmt01842765
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd0false
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/ContractorCompensationGrp/CompensationAmt0327584
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt02002 LONDON ROAD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0DULUTH
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055812
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0WILSON-MCSHANE
IRS990/ContractorCompensationGrp/ServicesDesc0ADMINISTRATIVE
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt011497719
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt01534867
IRS990/CYOtherExpensesAmt0905616
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt012613108
IRS990/CYRevenuesLessExpensesAmt01744640
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt012403335
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt014147975
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/Desc0WELFARE FUND BENEFITS FOR VARIOUS PARTICIPANTS IN THE PLAN INCLUDE COVERAGE FOR ACCIDENT, HOSPITAL, MEDICAL, AND DENTAL COVERAGE WHICH IS THE EXEMPT PURPOSE OF THE ORGANIZATION.
IRS990/DescribedInSection501c3Ind0false
IRS990/DisregardedEntityInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/DonorRstrOrQuasiEndowmentsInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt012
IRS990/EmploymentTaxReturnsFiledInd0true
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt017234
IRS990/FeesForServicesLegalGrp/TotalAmt038314
IRS990/FeesForServicesManagementGrp/TotalAmt0320400
IRS990/FeesForServicesOtherGrp/TotalAmt062161
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt087738
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignOfficeInd0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt01.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt21.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt31.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt41.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt51.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt61.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/PersonNm0ANDY CAMPEAU
IRS990/Form990PartVIISectionAGrp/PersonNm1DAVE CARTWRIGHT
IRS990/Form990PartVIISectionAGrp/PersonNm2MITCHELL DIERS
IRS990/Form990PartVIISectionAGrp/PersonNm3RICK IMPOLA
IRS990/Form990PartVIISectionAGrp/PersonNm4CRAIG OLSON
IRS990/Form990PartVIISectionAGrp/PersonNm5JASON QUIGGIN
IRS990/Form990PartVIISectionAGrp/PersonNm6MARK SWANSON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/TitleTxt0VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5ALTERNATE LA
IRS990/Form990PartVIISectionAGrp/TitleTxt6CHAIRMAN
IRS990/Form990ProvidedToGvrnBodyInd0false
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0846431
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0false
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt08840889
IRS990/GrossReceiptsAmt022142433
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IndependentAuditFinclStmtInd0true
IRS990/IndependentVotingMemberCnt04
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0688436
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0688436
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt029418794
IRS990/InvestmentsPubTradedSecGrp/EOYAmt031800867
IRS990/IRPDocumentCnt05
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt07994458
IRS990/LoanOutstandingInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0true
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0HEALTH/WELFARE FUND
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NameChangeInd0X
IRS990/NetAssetsOrFundBalancesBOYAmt031053192
IRS990/NetAssetsOrFundBalancesEOYAmt034659103
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0846431
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0846431
IRS990/NetUnrlzdGainsLossesInvstAmt01861271
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd0false
IRS990/OfficeExpensesGrp/TotalAmt013810
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherExpensesGrp/Desc0PREFERRED PROVIDER FEES
IRS990/OtherExpensesGrp/Desc1MISCELLANOUS EXPENSE
IRS990/OtherExpensesGrp/TotalAmt0339182
IRS990/OtherExpensesGrp/TotalAmt126777
IRS990/PartialLiquidationInd0false
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt05330
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt05483
IRS990/PrincipalOfficerNm0MITCHELL DIERS
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYERS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1PARTICIPANTS CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt010681283
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt11931825
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt010681283
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt11931825
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYBenefitsPaidToMembersAmt015266406
IRS990/PYInvestmentIncomeAmt01896165
IRS990/PYOtherExpensesAmt0846758
IRS990/PYProgramServiceRevenueAmt012980885
IRS990/PYRevenuesLessExpensesAmt0-1236114
IRS990/PYTotalExpensesAmt016113164
IRS990/PYTotalRevenueAmt014877050
IRS990/ReconcilationRevenueExpnssAmt01744640
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt031053192
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt034659103
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/ExpensesSubtotalAmt012403335
IRS990ScheduleD/NetUnrealizedGainsInvstAmt01861271
IRS990ScheduleD/RevenueNotReportedAmt01861271
IRS990ScheduleD/RevenueSubtotalAmt014147975
IRS990ScheduleD/TotalExpensesPerForm990Amt012403335
IRS990ScheduleD/TotalRevenuePerForm990Amt014147975
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt016009246
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt012403335
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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 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
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd1false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd2false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd3false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd4false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd5false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd6false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd7false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd8false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd9false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd10false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd11false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd12false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd13false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd14false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd15false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd16false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd17false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd18false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd19false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd20false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd21false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd22false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd23false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd24false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd25false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd26false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd27false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd28false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd29false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd30false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd31false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd32false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd33false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd34false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd35false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd36false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd37false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd38false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd39false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd40false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd41false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd42false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd43false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd44false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd45false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd46false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd47false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd48false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd49false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd50false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd51false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd52false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd53false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd54false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd55false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd56false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd57false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd58false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd59false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd60false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd61false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd62false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd63false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd64false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd65false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd66false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd67false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd68false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd69false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd70false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd71false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd72false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd73false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd74false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd75false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd76false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd77false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd78false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd79false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd80false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd81false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd82false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd83false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd84false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd85false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd86false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd87false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd88false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd89false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd90false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd91false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd92false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd93false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd94false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd95false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd96false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd97false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd98false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd99false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd100false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd101false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd102false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd103false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd104false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd105false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd106false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd107false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd108false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd109false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd110false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd111false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd112false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd113false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd114false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd115false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/ControlledOrganizationInd116false
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd1N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd2N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd3N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd4N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd5N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd6N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd7N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd8N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd9N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd10N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd11N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd12N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd13N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd14N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd15N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd16N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd17N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd18N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd19N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd20N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd21N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd22N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd23N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd24N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd25N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd26N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd27N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd28N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd29N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd30N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd31N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd32N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd33N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd34N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd35N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd36N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd37N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd38N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd39N/A
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/DirectControllingNACd40N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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. 2020 filings • 501(c)9 • $25M-$50M nonprofits