Civic Intelligence

Taft Hartley Healthworks Inc

EIN 46-4002081 • 501(c)6 • St Paul, MN

Profile

Our primary mission is education. We work with taft-hartley experts from throughout the country to educate member trustees on pending changes in federal law that will impact their funds. We also prioritize educating policymakers in washington, d.c. On how their decisions on health and pension matters affect multiemployer plans and participants.

660 Transfer RoadSt Paul, MN 55114

www.healthworkscoalition.org

Siviq Scores

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

Liabilities / Assets

49th percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Liabilities / Revenue

51st percentile

0.00x

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

501(c)6 • <$500k nonprofits • Source year 2024

Net Margin

88th percentile

30%

Higher net margin than 88% of similar nonprofits.

501(c)6 • <$500k nonprofits • Source year 2024

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

501(c)6 • <$500k nonprofits • Source year 2024

Asset Growth

92nd percentile

54%

Faster asset growth than 92% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

90th percentile

52%

Faster revenue growth than 90% of similar nonprofits.

501(c)6 • <$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$73,074

Up $25,574 (+54%) from 2023

Liabilities

Down

$0

Down $4,534 (-100%) from 2023

Net Assets

$73,074

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue51st percentileNet Margin88th percentile

Revenue

Up

$215,000

Up $73,500 (+52%) from 2023

Expenses

Up

$149,891

Up $15,200 (+11%) from 2023

Net Income

Up

$65,109

Up $58,300 (+856%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth92nd percentile

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

$100K$50K$0-$50KAssets 2020: $22,500Liabilities 2020: $53,423Net Assets 2020: -$30,9232020Assets 2021: $36,916Liabilities 2021: $0Net Assets 2021: $36,9162021Assets 2022: $36,157Liabilities 2022: $0Net Assets 2022: $36,1572022Assets 2023: $47,500Liabilities 2023: $4,5342023Assets 2024: $73,074Liabilities 2024: $0Net Assets 2024: $73,0742024

Highlighted filing

2024

Assets$73,074
Liabilities$0
Net Assets$73,074
Open 2024 Filing

Operations Trend

Revenue Growth90th percentile

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

$300K$200K$100K$0-$100KRevenue 2020: $177,250Expenses 2020: $115,324Net Income 2020: $61,9262020Revenue 2021: $129,750Expenses 2021: $61,911Net Income 2021: $67,8392021Revenue 2022: $121,500Expenses 2022: $122,259Net Income 2022: -$7592022Revenue 2023: $141,500Expenses 2023: $134,691Net Income 2023: $6,8092023Revenue 2024: $215,000Expenses 2024: $149,891Net Income 2024: $65,1092024

Highlighted filing

2024

Revenue$215,000
Expenses$149,891
Net Income$65,109
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$73,074
Liabilities
$0
Net assets
$73,074
Revenue
$215,000
Expenses
$149,891
Net income
$65,109
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.73$0.00$0.73$2.15$1.50$0.65
2023Summary only. Only limited summary data is available for this year.$0.48$0.05$1.42$1.35$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.36$0.00$0.36$1.22$1.22$0.01
2021Detailed filing. Detailed filing data is available for this year.$0.37$0.00$0.37$1.30$0.62$0.68
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.23$0.53$0.31$1.77$1.15$0.62
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 27, 2025
Return Version
2024v5.2
Gross Receipts
$215,000
Mission and Program Overview

Mission

Educate all on the impact of legislation

Educate all on the impact of legislation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$42,966$73,074▲ $30,108
Cash and Non-Interest-Bearing Accounts-$43,074-
Accounts Receivable$47,500$30,000▼ $17,500
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$47,500$73,074▲ $25,574
Liabilities
Accounts Payable and Accrued Expenses$4,534--
Total Liabilities$4,534$0▼ $4,534
Net Assets / Fund Balance
Total Net Assets Fund Balance$42,966$73,074▲ $30,108
Total Liabilities and Net Assets / Fund Balance$47,500$73,074▲ $25,574
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Matt FairbanksChair (beg 5/13/24)
Terry NelsonChair (thru 5/2024)
Gary ThadenVice Chair
Adam BostonBoard Member
Chris ParrucciBoard Member
Dave DanleyBoard Member
Gerald EricksonBoard Member
Jeff StarkBoard Member
Mike SchechterBoard Member
Scott LecyBoard Member
Toby KrauseBoard Member
Matt GauthierBoard Member (beg 2/7/24)
Trinidad UribeBoard Member (beg 2/7/24)
Ron KniessBoard Member (beg 8/2024)
Aaron AndersonBoard Member (beg 9/20/24)
Andrew AskewBoard Member (beg 9/20/24)
Chad MorrisSecretary/treasurer (thru 2/7/24)
Colin BeereTreasurer

Highest Paid Contractors

ContractorServicesLocationCompensation
Primacy Strategy GroupLegal And Professional660 TRANSFER RD, St Paul, MN 55114$138,000
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$215,000
Investment Income
$0
Other Revenue
$0
Change in Net Assets
$65,109
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$149,891
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
Fees for Services Other---$138,000
Travel---$4,169
Other Expenses---$2,659
Advertising---$119
Office Expenses---$24
Total Functional Expenses$0$0$0$149,891
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
In-house lobbying only
No
Subject to proxy tax
Yes
Governance and Compliance

Governance Checklist

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

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The members will include interested taft-hartley trust funds and other related service providers who are part of the taft-hartley community and share in the common business interest of the other members.”

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

“At least one less than one-half(1/2) of the members of the board of directors shall be appointed by erisa funds/regular coalition members. Members have the power to elect the directors of the governing body.”

Form 990, Part VI, Section A, Line 8B

“No committee, other than the executive committee, can take action on behalf of the corporation.”

Form 990, Part VI, Section B, Line 11B

“The organization does not provide a complete copy of the form 990 to all members before filing.”

Form 990, Part VI, Section C, Line 19

“The organization makes its governing documents and financial statements available to a member upon request. He or she shall be furnished a copy of the corporation's financial statements for its most recent annual accounting period. Such records shall be maintained at all times at the principal office of the corporation.”

Filing and Contact Details

Filer

Filer Name
Taft Hartley Healthworks Inc
EIN
46-4002081
Phone
6513404848
Address
660 TRANSFER ROAD, ST PAUL, MN 55114

Signing Officer

Name
Colin Beere
Title
Treasurer
Phone
6513404848
Signed
2025-10-27
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Colin Beere
Formed
2013
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
16
Employees
0
Volunteers
20

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Michelle M Hekel
Phone
3192346885
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Consulting services 138,000.”

Raw XML Appendix374 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/BOYAmt04534
IRS990/AccountsReceivableGrp/BOYAmt047500
IRS990/AccountsReceivableGrp/EOYAmt030000
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0EDUCATE ALL ON THE IMPACT OF LEGISLATION.
IRS990/AdvertisingGrp/TotalAmt0119
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0PRIMACY STRATEGY GROUP
IRS990/BooksInCareOfDetail/PhoneNum06513404848
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0660 TRANSFER RD
IRS990/BooksInCareOfDetail/USAddress/CityNm0ST PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055114
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CapStkTrPrinCurrentFundsGrp/BOYAmt00
IRS990/CapStkTrPrinCurrentFundsGrp/EOYAmt00
IRS990/CashNonInterestBearingGrp/EOYAmt043074
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt01
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd00
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/ContractorCompensationGrp/CompensationAmt0138000
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/AddressLine1Txt0660 TRANSFER RD
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/CityNm0ST PAUL
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/StateAbbreviationCd0MN
IRS990/ContractorCompensationGrp/ContractorAddress/USAddress/ZIPCd055114
IRS990/ContractorCompensationGrp/ContractorName/BusinessName/BusinessNameLine1Txt0PRIMACY STRATEGY GROUP
IRS990/ContractorCompensationGrp/ServicesDesc0LEGAL AND PROFESSIONAL
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt00
IRS990/CYInvestmentIncomeAmt00
IRS990/CYOtherExpensesAmt0149891
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0215000
IRS990/CYRevenuesLessExpensesAmt065109
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt0149891
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0215000
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd00
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0OUR PRIMARY MISSION IS EDUCATION. WE WORK WITH TAFT-HARTLEY EXPERTS FROM THROUGHOUT THE COUNTRY TO EDUCATE MEMBER TRUSTEES ON PENDING CHANGES IN FEDERAL LAW THAT WILL IMPACT THEIR FUNDS. WE ALSO PRIORITIZE EDUCATING POLICYMAKERS IN WASHINGTON, D.C. ON HOW THEIR DECISIONS ON HEALTH AND PENSION MATTERS AFFECT MULTIEMPLOYER PLANS AND PARTICIPANTS.
IRS990/DescribedInSection501c3Ind00
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd00
IRS990/DonorAdvisedFundInd00
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd01
IRS990/EmployeeCnt00
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesOtherGrp/TotalAmt0138000
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt100.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt110.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt120.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt130.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt140.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt150.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt160.50
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt170.50
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd11X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd12X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd13X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd14X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd15X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd16X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd17X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OfficerInd4X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt110
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt120
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt130
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt140
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt150
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt160
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt170
IRS990/Form990PartVIISectionAGrp/PersonNm0MATT FAIRBANKS
IRS990/Form990PartVIISectionAGrp/PersonNm1TERRY NELSON
IRS990/Form990PartVIISectionAGrp/PersonNm2GARY THADEN
IRS990/Form990PartVIISectionAGrp/PersonNm3COLIN BEERE
IRS990/Form990PartVIISectionAGrp/PersonNm4CHAD MORRIS
IRS990/Form990PartVIISectionAGrp/PersonNm5GERALD ERICKSON
IRS990/Form990PartVIISectionAGrp/PersonNm6DAVE DANLEY
IRS990/Form990PartVIISectionAGrp/PersonNm7SCOTT LECY
IRS990/Form990PartVIISectionAGrp/PersonNm8JEFF STARK
IRS990/Form990PartVIISectionAGrp/PersonNm9TRINIDAD URIBE
IRS990/Form990PartVIISectionAGrp/PersonNm10MATT GAUTHIER
IRS990/Form990PartVIISectionAGrp/PersonNm11CHRIS PARRUCCI
IRS990/Form990PartVIISectionAGrp/PersonNm12RON KNIESS
IRS990/Form990PartVIISectionAGrp/PersonNm13TOBY KRAUSE
IRS990/Form990PartVIISectionAGrp/PersonNm14ANDREW ASKEW
IRS990/Form990PartVIISectionAGrp/PersonNm15AARON ANDERSON
IRS990/Form990PartVIISectionAGrp/PersonNm16MIKE SCHECHTER
IRS990/Form990PartVIISectionAGrp/PersonNm17ADAM BOSTON
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt170
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt110
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt120
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt130
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt140
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt150
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt160
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt170
IRS990/Form990PartVIISectionAGrp/TitleTxt0CHAIR (BEG 5/13/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt1CHAIR (THRU 5/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt3TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4SECRETARY/TREASURER (THRU 2/7/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt5BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt6BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt7BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt8BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt9BOARD MEMBER (BEG 2/7/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt10BOARD MEMBER (BEG 2/7/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt11BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt12BOARD MEMBER (BEG 8/2024)
IRS990/Form990PartVIISectionAGrp/TitleTxt13BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt14BOARD MEMBER (BEG 9/20/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt15BOARD MEMBER (BEG 9/20/24)
IRS990/Form990PartVIISectionAGrp/TitleTxt16BOARD MEMBER
IRS990/Form990PartVIISectionAGrp/TitleTxt17BOARD MEMBER
IRS990/Form990ProvidedToGvrnBodyInd00
IRS990/FormationYr02013
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt016
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd00
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt0215000
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt016
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartIXInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentInJointVentureInd00
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd01
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd00
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0OUR PRIMARY MISSION IS EDUCATION. WE WORK WITH TAFT-HARTLEY EXPERTS FROM THROUGHOUT THE COUNTRY TO EDUCATE MEMBER TRUSTEES ON PENDING CHANGES IN FEDERAL LAW THAT WILL IMPACT THEIR FUNDS. WE ALSO PRIORITIZE EDUCATING POLICYMAKERS IN WASHINGTON, D.C. ON HOW THEIR DECISIONS ON HEALTH AND PENSION MATTERS AFFECT MULTIEMPLOYER PLANS AND PARTICIPANTS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt042966
IRS990/NetAssetsOrFundBalancesEOYAmt073074
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/TotalAmt024
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501cInd0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MEALS & ENTERTAINMENT
IRS990/OtherExpensesGrp/Desc1DUES & SUBSCRIPTIONS
IRS990/OtherExpensesGrp/TotalAmt04920
IRS990/OtherExpensesGrp/TotalAmt12659
IRS990/PartialLiquidationInd00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/BOYAmt00
IRS990/PdInCapSrplsLandBldgEqpFundGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0COLIN BEERE
IRS990/PriorPeriodAdjustmentsAmt0-35001
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0900099
IRS990/ProgramServiceRevenueGrp/Desc0MEMBERSHIP DUES
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0215000
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0215000
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt0141500
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt00
IRS990/PYOtherExpensesAmt0134691
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt06809
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0134691
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt0141500
IRS990/ReconcilationRevenueExpnssAmt065109
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt042966
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt073074
IRS990/ScheduleBRequiredInd00
IRS990ScheduleC/AgreeCarryoverPriorYearInd00
IRS990ScheduleC/OnlyInHouseLobbyingInd00
IRS990ScheduleC/SubstantiallyAllDuesNondedInd01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE MEMBERS WILL INCLUDE INTERESTED TAFT-HARTLEY TRUST FUNDS AND OTHER RELATED SERVICE PROVIDERS WHO ARE PART OF THE TAFT-HARTLEY COMMUNITY AND SHARE IN THE COMMON BUSINESS INTEREST OF THE OTHER MEMBERS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1AT LEAST ONE LESS THAN ONE-HALF(1/2) OF THE MEMBERS OF THE BOARD OF DIRECTORS SHALL BE APPOINTED BY ERISA FUNDS/REGULAR COALITION MEMBERS. MEMBERS HAVE THE POWER TO ELECT THE DIRECTORS OF THE GOVERNING BODY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO COMMITTEE, OTHER THAN THE EXECUTIVE COMMITTEE, CAN TAKE ACTION ON BEHALF OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE ORGANIZATION DOES NOT PROVIDE A COMPLETE COPY OF THE FORM 990 TO ALL MEMBERS BEFORE FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO A MEMBER UPON REQUEST. HE OR SHE SHALL BE FURNISHED A COPY OF THE CORPORATION'S FINANCIAL STATEMENTS FOR ITS MOST RECENT ANNUAL ACCOUNTING PERIOD. SUCH RECORDS SHALL BE MAINTAINED AT ALL TIMES AT THE PRINCIPAL OFFICE OF THE CORPORATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5CONSULTING SERVICES 138,000.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION A, LINE 6
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
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd01
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt047500
IRS990/TotalAssetsEOYAmt073074
IRS990/TotalAssetsGrp/BOYAmt047500
IRS990/TotalAssetsGrp/EOYAmt073074
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt04534
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt04534
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt042966
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt073074
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt0215000
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0215000
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0215000
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt047500
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt073074
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TravelGrp/TotalAmt04169
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0660 TRANSFER ROAD
IRS990/USAddress/CityNm0ST PAUL
IRS990/USAddress/StateAbbreviationCd0MN
IRS990/USAddress/ZIPCd055114
IRS990/VotingMembersGoverningBodyCnt016
IRS990/VotingMembersIndependentCnt016
IRS990/WebsiteAddressTxt0WWW.HEALTHWORKSCOALITION.ORG
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0COLIN BEERE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06513404848
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-27
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0TAFT HARTLEY HEALTHWORKS INC
ReturnHeader/Filer/BusinessNameControlTxt0TAFT
ReturnHeader/Filer/EIN0464002081
ReturnHeader/Filer/PhoneNum06513404848
ReturnHeader/Filer/USAddress/AddressLine1Txt0660 TRANSFER ROAD
ReturnHeader/Filer/USAddress/CityNm0ST PAUL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055114
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E PARK AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050703
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-27
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHELLE M HEKEL
ReturnHeader/ReturnTs02025-10-31T00:25:31-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.