Milwaukee Carpenters' District Council Health Fund is located in Pewaukee, WI. Milwaukee Carpenters' District Council Health Fund is a 501(c)(9) and as such, is described as a "Voluntary Employees Beneficiary Association" by the IRS.
For the year ending 01/2019, Milwaukee Carpenters' District Council Health Fund generated $26.6m in total revenue. This represents a relatively dramatic decline in revenue. Over the past 4 years, the organization has seen revenues fall by an average of (10.9%) each year. All expenses for the organization totaled $20.5m during the year ending 01/2019. As we would expect to see with falling revenues, expenses have declined by (17.3%) per year over the past 4 years. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2019
Describe the Organization's Mission:
Part 3 - Line 1
TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS
Describe the Organization's Program Activity:
Part 3 - Line 4a
TO PROVIDE MEDICAL, VISION, DENTAL, DISABILITY, LOSS OF TIME, LIFE AND ACCIDENTAL DEATH, AND PRESCRIPTION DRUG BENEFITS.
Name (title) | Role | Hours | Compensation |
---|---|---|---|
John Topp Trustee/chairman | OfficerTrustee | 1 | $0 |
Corey Bialcik Trustee/secretary-Treasure | OfficerTrustee | 1 | $0 |
Tom Dufour Trustee | Trustee | 1 | $0 |
Shaun Coates Trustee | Trustee | 1 | $0 |
Larry Rocole Trustee | Trustee | 1 | $0 |
Burt Johnson Trustee | Trustee | 1 | $0 |
Vendor Name (Service) | Service Year | Compensation |
---|---|---|
Carday Associates Inc Contract Administrator | 12/31/18 | $491,994 |
Case Management Specialists Inc Medical Management | 12/31/18 | $177,312 |
Statement of Revenue | |
---|---|
Federated campaigns | $0 |
Membership dues | $0 |
Fundraising events | $0 |
Related organizations | $0 |
Government grants | $0 |
All other contributions, gifts, grants, and similar amounts not included above | $0 |
Noncash contributions included in lines 1a–1f | $0 |
Total Revenue from Contributions, Gifts, Grants & Similar | $0 |
Total Program Service Revenue | $25,686,146 |
Investment income | $775,725 |
Tax Exempt Bond Proceeds | $0 |
Royalties | $0 |
Net Rental Income | $0 |
Net Gain/Loss on Asset Sales | -$102,440 |
Net Income from Fundraising Events | $0 |
Net Income from Gaming Activities | $0 |
Net Income from Sales of Inventory | $0 |
Miscellaneous Revenue | $0 |
Total Revenue | $26,630,471 |
Statement of Expenses | |
---|---|
Grants and other assistance to domestic organizations and domestic governments. | $0 |
Grants and other assistance to domestic individuals. | $0 |
Grants and other assistance to Foreign Orgs/Individuals | $0 |
Benefits paid to or for members | $18,755,659 |
Compensation of current officers, directors, key employees. | $0 |
Compensation of current officers, directors, key employees. | $0 |
Compensation to disqualified persons | $0 |
Other salaries and wages | $0 |
Pension plan accruals and contributions | $0 |
Other employee benefits | $0 |
Payroll taxes | $0 |
Fees for services: Management | $458,787 |
Fees for services: Legal | $53,116 |
Fees for services: Accounting | $49,070 |
Fees for services: Lobbying | $0 |
Fees for services: Fundraising | $0 |
Fees for services: Investment Management | $62,066 |
Fees for services: Other | $38,277 |
Advertising and promotion | $0 |
Office expenses | $39,298 |
Information technology | $79,193 |
Royalties | $0 |
Occupancy | $26,250 |
Travel | $0 |
Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
Conferences, conventions, and meetings | $5,857 |
Interest | $0 |
Payments to affiliates | $0 |
Depreciation, depletion, and amortization | $3,327 |
Insurance | $10,831 |
All other expenses | $0 |
Total functional expenses | $20,536,786 |
Balance Sheet | |
---|---|
Cash—non-interest-bearing | $0 |
Savings and temporary cash investments | $0 |
Pledges and grants receivable | $0 |
Accounts receivable, net | $0 |
Loans from Officers, Directors, or Controlling Persons | $0 |
Loans from Disqualified Persons | $0 |
Notes and loans receivable | $0 |
Inventories for sale or use | $0 |
Prepaid expenses and deferred charges | $0 |
Net Land, buildings, and equipment | $0 |
Investments—publicly traded securities | $0 |
Investments—other securities | $0 |
Investments—program-related | $0 |
Intangible assets | $0 |
Other assets | $0 |
Total assets | $0 |
Accounts payable and accrued expenses | $0 |
Grants payable | $0 |
Deferred revenue | $0 |
Tax-exempt bond liabilities | $0 |
Escrow or custodial account liability | $0 |
Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
Secured mortgages and notes payable | $0 |
Unsecured mortgages and notes payable | $0 |
Other liabilities | $0 |
Total liabilities | $0 |
Unrestricted restricted net Assets | $0 |
Temporarily restricted net Assets | $0 |
Permanently restricted net Assets or current funds | $0 |
Capital stock or trust principal, or current funds | $0 |
Paid-in or capital surplus, or land, building, or equipment fund | $0 |
Total net assets or fund balances | $0 |
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---|---|---|
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Oneworld Community Health Centers Inc Omaha, NE | $55,753,804 | $50,338,832 |
Southlake Tri-City Management Corp Merrillville, IN | $41,327,791 | $57,011,175 |
Indiana Organ Procurement Organization Inc Indianapolis, IN | $65,218,746 | $57,064,127 |
Franklin College Of Indiana Franklin, IN | $160,839,660 | $64,884,316 |
Vivent Health Inc Milwaukee, WI | $84,987,861 | $66,654,563 |
Donald Danforth Plant Science Center Saint Louis, MO | $503,520,795 | $58,321,490 |
Wheaton Franciscan Healthcare - Southeast Wisconsin Inc St Louis, MO | $170,280,677 | $49,335,705 |
United Brotherhood Of Carpenters & Joiners Of America Greenwood, IN | $122,593,290 | $51,465,869 |
Industrial Manufacturing Professional And Commercial Trust Lexington, KY | $8,502,513 | $49,520,230 |