Civic Intelligence

Hotel and Restaurant Employees &

EIN 41-6037086 • 501(c)9 • Duluth, MN

View Organization Page

Profile

To provide health and welfare benefits

2002 London Road No 300Duluth, MN 55812

n/A

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2022

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)9 • $500k-$1M nonprofits • Source year 2022

Net Margin

11th percentile

-80%

Higher net margin than 11% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Source year 2022

Top Officer Pay

70th percentile

$0

Higher top officer pay than 70% of similar nonprofits.

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

$500k-$1M nonprofits • Source year 2017

Asset Growth

13th percentile

-100%

Faster asset growth than 13% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Revenue Growth

13th percentile

-40%

Faster revenue growth than 13% of similar nonprofits.

501(c)9 • $500k-$1M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $429,136 (-100%) from 2021

Liabilities

Down

$0

Down $2,900 (-100%) from 2021

Net Assets

Down

$0

Down $426,236 (-100%) from 2021

Operations
Liabilities / Revenue59th percentileNet Margin11th percentile

Revenue

Down

$220,251

Down $145,913 (-40%) from 2021

Expenses

Down

$396,269

Down $139,672 (-26%) from 2021

Net Income

Down

-$176,018

Down $6,241 (-3.7%) from 2021

Trend Graphs

Balance Sheet Trend

Asset Growth13th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,147,857Liabilities 2010: $111,326Net Assets 2010: $1,036,5312010Assets 2011: $1,274,363Liabilities 2011: $96,133Net Assets 2011: $1,178,2302011Assets 2012: $1,325,678Liabilities 2012: $3,417Net Assets 2012: $1,322,2612012Assets 2013: $1,385,032Liabilities 2013: $4,875Net Assets 2013: $1,380,1572013Assets 2014: $1,338,363Liabilities 2014: $7,773Net Assets 2014: $1,330,5902014Assets 2015: $1,371,468Liabilities 2015: $4,015Net Assets 2015: $1,367,4532015Assets 2016: $1,417,287Liabilities 2016: $3,731Net Assets 2016: $1,413,5562016Assets 2017: $1,250,773Liabilities 2017: $990Net Assets 2017: $1,249,7832017Assets 2018: $980,317Liabilities 2018: $69Net Assets 2018: $980,2482018Assets 2019: $803,356Liabilities 2019: $6,195Net Assets 2019: $797,1612019Assets 2020: $592,076Liabilities 2020: $560Net Assets 2020: $591,5162020Assets 2021: $429,136Liabilities 2021: $2,900Net Assets 2021: $426,2362021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2022

Assets$0
Liabilities$0
Net Assets$0
Open 2022 Filing

Operations Trend

Revenue Growth13th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $466,1562010Expenses 2011: $427,1612011Revenue 2012: $536,430Expenses 2012: $508,493Net Income 2012: $27,9372012Revenue 2013: $509,413Expenses 2013: $455,684Net Income 2013: $53,7292013Revenue 2014: $756,528Expenses 2014: $864,658Net Income 2014: -$108,1302014Revenue 2015: $1,130,870Expenses 2015: $1,083,498Net Income 2015: $47,3722015Revenue 2016: $833,934Expenses 2016: $783,624Net Income 2016: $50,3102016Revenue 2017: $791,855Expenses 2017: $984,320Net Income 2017: -$192,4652017Revenue 2018: $708,379Expenses 2018: $949,544Net Income 2018: -$241,1652018Revenue 2019: $820,644Expenses 2019: $1,047,840Net Income 2019: -$227,1962019Revenue 2020: $447,900Expenses 2020: $689,982Net Income 2020: -$242,0822020Revenue 2021: $366,164Expenses 2021: $535,941Net Income 2021: -$169,7772021Revenue 2022: $220,251Expenses 2022: $396,269Net Income 2022: -$176,0182022

Highlighted filing

2022

Revenue$220,251
Expenses$396,269
Net Income-$176,018
Open 2022 Filing

Filings

Most recent year

2022 • Form 990XML pending. An XML filing is linked for this year, but detailed extraction is still pending.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$220,251
Expenses
$396,269
Net income
-$176,018
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.22$0.40$0.18
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.43$0.00$0.43$0.37$0.54$0.17
2020Summary only. Only limited summary data is available for this year.$0.59$0.00$0.59$0.45$0.69$0.24
2019Summary only. Only limited summary data is available for this year.$0.80$0.01$0.80$0.82$1.05$0.23
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.98$0.00$0.98$0.71$0.95$0.24
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.25$0.00$1.25$0.79$0.98$0.19
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.42$0.00$1.41$0.83$0.78$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.37$0.00$1.37$1.13$1.08$0.05
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.01$1.33$0.76$0.86$0.11
2013Detailed filing. Detailed filing data is available for this year.$1.39$0.00$1.38$0.51$0.46$0.05
2012Summary only. Only limited summary data is available for this year.$1.33$0.00$1.32$0.54$0.51$0.03
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.27$0.10$1.18$0.43
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.15$0.11$1.04$0.47
Latest Detailed Filing

The latest 2022 filing currently has linked XML that has not been fully parsed yet. Showing the latest detailed filing from 2017 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Oct 31, 2018
Return Version
2017v2.3
Gross Receipts
$854,423
Mission and Program Overview

Mission

To provide health and welfare benefits

Provide health and welfare benefits

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,413,556$1,249,783▼ $163,773
Investments in Publicly Traded Securities$1,060,646$1,115,514▲ $54,868
Accounts Receivable$174,603$92,398▼ $82,205
Savings and Temporary Cash Investments$146,165$34,561▼ $111,604
Cash and Non-Interest-Bearing Accounts$34,407$7,383▼ $27,024
Prepaid Expenses and Deferred Charges$1,466$917▼ $549
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$1,417,287$1,250,773▼ $166,514
Liabilities
Accounts Payable and Accrued Expenses$3,731$990▼ $2,741
Total Liabilities$3,731$990▼ $2,741
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,413,556$1,249,783▼ $163,773
Total Liabilities and Net Assets / Fund Balance$1,417,287$1,250,773▼ $166,514
Compensation and Service Providers
Top Officer Pay70th percentile

Board Members and Trustees

NameTitle
Dave SkovholtTrustee - Chairman
Albert HealyTrustee
Amy FoldesiTrustee
Don BrewingtonTrustee
Frank BurcarTrustee
Gerry GoldfarbTrustee - Secretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$762,070
Investment Income
$29,785
Other Revenue
$0
Change in Net Assets
$-192,465

Audited Revenue Reconciliation

Revenue per Audited Statements
$787,897
Revenue Not Reported on Financial Statements
$3,958
Revenue Not Reported on Form 990
$28,692
Total Revenue per Audited Statements
$816,589
Total Revenue per Form 990
$791,855
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$81,064
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---$903,256
Fees for Services Management---$43,200
Fees for Services Legal---$16,166
Fees for Services Accounting---$11,920
Fees for Service Investment Mgmnt Fees---$3,958
Office Expenses---$3,072
Insurance---$2,592
Other Expenses---$156
Total Functional Expenses$0$0$0$984,320

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$984,320
Expenses per Audited Statements$980,362
Total Expenses per Audited Statements$980,362
Expenses Not Reported on Financial Statements$3,958
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 3

“Although the board of trustees retains ultimate responsibility, the trustees have delegated the day to day administrative duties to wilson-mcshane corporation as the third party administrator of the fund.”

Form 990, Part VI, Section A, Line 7A

“The fund is administered by a board of trustees consisting of six members. Three of the members are known as employer trustees and they are designated by the employers. Employer trustees appoint successor employer trustees. Three of the members are known as union trustees and are designated by workers united local 99, affiliated with chicago and midwest regional joint board, seiu.”

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 and reviewed by the entire board of trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The fund makes its governing documents and financial statements available upon request at the office of the third party administrator.”

Filing and Contact Details

Filer

Filer Name
Hotel and Restaurant Employees &
EIN
41-6037086
Phone
2187284231
Address
2002 LONDON ROAD NO 300, DULUTH, MN 55812

Signing Officer

Name
Gerry Goldfarb
Title
Chairman
Phone
2187284231
Signed
2018-10-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Gerry Goldfarb
Formed
1970
Legal Domicile
Mn
Voting Board Members
6
Independent Board Members
3
Employees
3
Volunteers
0

Preparer

Firm
Legacy Professionals Llp
Address
6800 FRANCE AVENUE SO SUITE 550, EDINA, MN 55435
Preparer
Larry Wood
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 an uncertain position 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 Appendix363 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/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt03731
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt0990
IRS990/AccountsReceivableGrp/BOYAmt0174603
IRS990/AccountsReceivableGrp/EOYAmt092398
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BenefitsToMembersGrp/TotalAmt0903256
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/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOfficerEntInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/BOYAmt034407
IRS990/CashNonInterestBearingGrp/EOYAmt07383
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt0903256
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt029785
IRS990/CYOtherExpensesAmt081064
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0762070
IRS990/CYRevenuesLessExpensesAmt0-192465
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0984320
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0791855
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0THE PLAN PROVIDES MEDICAL, DENTAL, DISABILITY, PRESCRIPTION DRUG, VISION AND DEATH BENEFITS TO ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt03
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/TotalAmt011920
IRS990/FeesForServicesLegalGrp/TotalAmt016166
IRS990/FeesForServicesManagementGrp/TotalAmt043200
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt03958
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
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/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/PersonNm0DAVE SKOVHOLT
IRS990/Form990PartVIISectionAGrp/PersonNm1ALBERT HEALY
IRS990/Form990PartVIISectionAGrp/PersonNm2DON BREWINGTON
IRS990/Form990PartVIISectionAGrp/PersonNm3GERRY GOLDFARB
IRS990/Form990PartVIISectionAGrp/PersonNm4AMY FOLDESI
IRS990/Form990PartVIISectionAGrp/PersonNm5FRANK BURCAR
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE - CHAIRMAN
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3TRUSTEE - SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01970
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0-68
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt06
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt062500
IRS990/GrossReceiptsAmt0854423
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt03
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/TotalAmt02592
IRS990/InvestmentIncomeGrp/ExclusionAmt029853
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt029853
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt01060646
IRS990/InvestmentsPubTradedSecGrp/EOYAmt01115514
IRS990/IRPDocumentCnt02
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt062568
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO PROVIDE HEALTH AND WELFARE BENEFITS
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt01413556
IRS990/NetAssetsOrFundBalancesEOYAmt01249783
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0-68
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-68
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt028692
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt03072
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0FEES MANDATED BY ACA
IRS990/OtherExpensesGrp/TotalAmt0156
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt01466
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt0917
IRS990/PrincipalOfficerNm0GERRY GOLDFARB
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/BusinessCd1900099
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/BusinessCd3900099
IRS990/ProgramServiceRevenueGrp/Desc0EMPLOYER CONTRIBUTIONS
IRS990/ProgramServiceRevenueGrp/Desc1STOP-LOSS REIMBURSEMEN
IRS990/ProgramServiceRevenueGrp/Desc2PARTICIPANT CONTRIBUTI
IRS990/ProgramServiceRevenueGrp/Desc3PRESCRIPTION DRUG REBA
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0486897
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1184839
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt283734
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt36600
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0486897
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1184839
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt283734
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt36600
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt0687752
IRS990/PYContributionsGrantsAmt00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt022325
IRS990/PYOtherExpensesAmt095872
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0811609
IRS990/PYRevenuesLessExpensesAmt050310
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0783624
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0833934
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt0-192465
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt01413556
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt01249783
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0146165
IRS990/SavingsAndTempCashInvstGrp/EOYAmt034561
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt03958
IRS990ScheduleD/ExpensesSubtotalAmt0980362
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt03958
IRS990ScheduleD/InvestmentExpensesNotIncldAmt03958
IRS990ScheduleD/NetUnrealizedGainsInvstAmt028692
IRS990ScheduleD/RevenueNotReportedAmt028692
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt03958
IRS990ScheduleD/RevenueSubtotalAmt0787897
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 AN UNCERTAIN POSITION 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/TotalExpensesPerForm990Amt0984320
IRS990ScheduleD/TotalRevenuePerForm990Amt0791855
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0816589
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0980362
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ALTHOUGH THE BOARD OF TRUSTEES RETAINS ULTIMATE RESPONSIBILITY, THE TRUSTEES HAVE DELEGATED THE DAY TO DAY ADMINISTRATIVE DUTIES TO WILSON-MCSHANE CORPORATION AS THE THIRD PARTY ADMINISTRATOR OF THE FUND.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FUND IS ADMINISTERED BY A BOARD OF TRUSTEES CONSISTING OF SIX MEMBERS. THREE OF THE MEMBERS ARE KNOWN AS EMPLOYER TRUSTEES AND THEY ARE DESIGNATED BY THE EMPLOYERS. EMPLOYER TRUSTEES APPOINT SUCCESSOR EMPLOYER TRUSTEES. THREE OF THE MEMBERS ARE KNOWN AS UNION TRUSTEES AND ARE DESIGNATED BY WORKERS UNITED LOCAL 99, AFFILIATED WITH CHICAGO AND MIDWEST REGIONAL JOINT BOARD, SEIU.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THERE ARE NO COMMITTEES WITH THE AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS PROVIDED TO AND REVIEWED BY THE ENTIRE BOARD OF TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE FUND MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE UPON REQUEST AT THE OFFICE OF THE THIRD PARTY ADMINISTRATOR.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION A, LINE 7A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION A, LINE 8B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PART VI, SECTION C, LINE 19
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/PrimaryActivitiesTxt0CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt1CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt2CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt3CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt4CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/PrimaryActivitiesTxt5CONTRIBUTING EMPLOYER
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0HOLIDAY INN
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1RADISSON DULUTH ASSOCIATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2HIBBING PARK HOTEL
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3RUSTIC BAR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4REEF BAR
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5CHARTWELLSCOMPASS GROUP
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd01
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01417287
IRS990/TotalAssetsEOYAmt01250773
IRS990/TotalAssetsGrp/BOYAmt01417287
IRS990/TotalAssetsGrp/EOYAmt01250773
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt03
IRS990/TotalFunctionalExpensesGrp/TotalAmt0984320
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt03731
IRS990/TotalLiabilitiesEOYAmt0990
IRS990/TotalLiabilitiesGrp/BOYAmt03731
IRS990/TotalLiabilitiesGrp/EOYAmt0990
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01413556
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01249783
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0762070
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt029785
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0762070
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0791855
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01417287
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01250773
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02002 LONDON ROAD NO 300
IRS990/USAddress/CityNm0DULUTH
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055812
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GERRY GOLDFARB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum02187284231
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-10-31
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0HOTEL AND RESTAURANT EMPLOYEES &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0BARTENDERS WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0HOTE
ReturnHeader/Filer/EIN0416037086
ReturnHeader/Filer/PhoneNum02187284231
ReturnHeader/Filer/USAddress/AddressLine1Txt02002 LONDON ROAD NO 300
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055812
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00938D8DB5C4DDE853E46E76E68F7A068926B230F
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00938D8DB5C4DDE853E46E76E68F7A068926B230F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt012.235.239.120
ReturnHeader/FilingSecurityInformation/IPDt02018-10-31
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm012:52:04
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0320043599
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LEGACY PROFESSIONALS LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt06800 FRANCE AVENUE SO SUITE 550
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0EDINA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055435
ReturnHeader/PreparerPersonGrp/PhoneNum09528413950
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LARRY WOOD
ReturnHeader/ReturnTs02018-11-06T11:16:36-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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