WISCONSIN HEALTH FUND: Form 990, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WISCONSIN HEALTH FUND (EIN 39-6063342)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-10-11
- IRS object ID
- 202402859349301890
- Schema version
- 2023v5.1
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2024-10-11T17:18:29-05:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 363168081 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SIKICH LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17335 GOLF PARKWAY SUITE 500 | AddressLine1Txt |
| City | BROOKFIELD | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 53045 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 396063342 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WISCONSIN HEALTH FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | WISC | BusinessNameControlTxt |
| Phone | 4147715600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 WEST BLUEMOUND ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532134145 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MIKE LOVELY | PersonNm |
| Person Title | EXECUTIVE DIRECTOR | PersonTitleTxt |
| Phone | 4147715600 | PhoneNum |
| Signature | 2024-10-11 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | BRIDGETTE MUGGE | PreparerPersonNm |
| PTIN | P00671418 | PTIN |
| Phone | 2627549400 | PhoneNum |
| Preparation | 2024-10-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2024-10-15 13:58:12Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | MIKE LOVELY | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 WEST BLUEMOUND ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532134145 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $97,159,004 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.WHFUND.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1952 | FormationYr |
| Legal Domicile State | WI | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 8 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 4 | VotingMembersIndependentCnt |
| Total Employee | 88 | TotalEmployeeCnt |
| Total Volunteers | 4 | TotalVolunteersCnt |
| Total Gross UBI | $2,129,477 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $37,234,987 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $34,777,151 | CYProgramServiceRevenueAmt |
| PY Investment Income | $1,635,351 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,950,424 | CYInvestmentIncomeAmt |
| PY Other Revenue | -$5,215,215 | PYOtherRevenueAmt |
| CY Other Revenue | -$4,540,432 | CYOtherRevenueAmt |
| PY Total Revenue | $33,655,123 | PYTotalRevenueAmt |
| CY Total Revenue | $32,187,143 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $20,109,180 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $19,584,803 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $5,256,951 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $5,410,359 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $6,021,158 | PYOtherExpensesAmt |
| CY Other Expenses | $6,453,533 | CYOtherExpensesAmt |
| PY Total Expenses | $31,387,289 | PYTotalExpensesAmt |
| CY Total Expenses | $31,448,695 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $2,267,834 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $738,448 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $78,338,721 | TotalAssetsBOYAmt |
| Total Assets EOY | $86,378,682 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,147,158 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,513,945 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $76,191,563 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $84,864,737 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | ENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | MEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 76,614 | Desc |
Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | MEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 42,873 | Desc |
Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | DENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 5,470 | Desc |
Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)
| DescDesc |
|---|
| PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 39,953 |
| LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,434 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 39 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 88 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 8 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 4 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MIKE LOVELY | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4147715600 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 6200 WEST BLUEMOUND ROAD | AddressLine1Txt |
| City | MILWAUKEE | CityNm |
| State Abbreviation | WI | StateAbbreviationCd |
| ZIP | 532134145 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (15 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|---|
| LARRY WEDAN | ||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $138,017 | $55,188 | ||
| THOMAS BENNETT | ||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $114,875 | $41,525 | Yes (X) | |
| TIMOTHY B PINTER | ||||||||
| TRUSTEE (THRU 8/23) | 1.00 | 40.00 | Yes (X) | $0 | $114,953 | $41,525 | ||
| THOMAS BENVENUTO | ||||||||
| TRUSTEE | 1.00 | 40.00 | Yes (X) | $0 | $116,499 | $41,525 | ||
| JEFF BANDUR | ||||||||
| TRUSTEE (START 8/23) | 1.00 | Yes (X) | $0 | $116,421 | $41,525 | Yes (X) | ||
| MATTHEW A WOLFF | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||
| RITCH DEMBINSKY | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| GARY R KRAUS | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE RIVECCA | ||||||||
| TRUSTEE | 1.00 | Yes (X) | $0 | $0 | $0 | |||
| MIKE LOVELY | ||||||||
| EXECUTIVE DIRECTOR | 40.00 | $262,725 | $0 | $51,656 | Yes (X) | |||
| TODD MARKOWSKI | ||||||||
| EMPLOYEE | 40.00 | $162,828 | $0 | $46,657 | Yes (X) | |||
| JAMES VALUSEK | ||||||||
| EMPLOYEE | 40.00 | $162,583 | $0 | $46,649 | Yes (X) | |||
| DEANNA BELL | ||||||||
| EMPLOYEE | 40.00 | $138,113 | $0 | $45,425 | Yes (X) | |||
| ANGELA GENET | ||||||||
| EMPLOYEE | 40.00 | $136,154 | $0 | $44,293 | Yes (X) | |||
| GAIL STELMASZEWSKI | ||||||||
| EMPLOYEE | 40.00 | $122,720 | $0 | $44,656 | Yes (X) | |||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $985,123 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $600,765 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $500,624 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 11 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| UNITED HEALTHCARE INSURANCE | |||||
| 5901 LINCOLN DR | MINNEAPOLIS | MN | 55436 | PPO HOSPITAL NETWORK | $1,219,279 |
| COLUMBIA ST MARY'S | |||||
| 4425 N PORT WASHINGTON ROAD | GLENDALE | WI | 53212 | MEDICAL | $382,461 |
| BRIDGEWAY BENEFIT TECHNOLOGIES | |||||
| 3000 SOUTH LENOLA RD | MAPLE SHADE | NJ | 08052 | SOFTWARE SUPPORT SERVICES | $207,305 |
| DIGICORP INC | |||||
| 3315 NORTH 124TH STREET SUITE E | BROOKFIELD | WI | 53005 | IT SUPPORT, SOFTWARE LICENSES | $145,096 |
| MILLMAN INC | |||||
| 17335 GOLF PARKWAY SUITE 100 | BROOKFIELD | WI | 53045 | ACTUARIAL/CONSULTING | $125,056 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 6 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt |
|---|---|---|---|---|
| CONTRIBUTIONS | 525100 | $31,197,606 | $31,197,606 | |
| OTHER THRID PARTY BILLINGS | 525100 | $1,607,184 | $456,614 | $1,150,570 |
| OTHER | 525100 | $1,508,315 | $840,205 | $668,110 |
| ADMINISTRATION CHARGES | 525100 | $464,046 | $181,234 | $282,812 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $34,777,151 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,459,731 | TotalRevenueColumnAmt |
| Exclusion | $2,459,731 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,183,812 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $58,693,119 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$509,307 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$509,307 | TotalRevenueColumnAmt |
| Exclusion | -$509,307 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Sales Of Inventory | $1,738,310 | GrossSalesOfInventoryAmt |
| Cost Of Goods Sold | $6,278,742 | CostOfGoodsSoldAmt |
Net Income Or Loss NetIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$4,540,432 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$4,568,417 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $27,985 | UnrelatedBusinessRevenueAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $32,187,143 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $28,107,242 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $2,129,477 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,950,424 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,584,803 | TotalAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $314,381 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,548,901 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $186,096 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $360,981 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $140,128 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $124,996 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $211,994 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,509 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $429,851 | TotalAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $343,486 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $717,161 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,068 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $5,597 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,018 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $104,180 | TotalAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| HMC | $1,116,245 |
| CAPITATION FEES | $1,112,940 |
| MEDICAL CENTER CONTRACT | $988,620 |
| PPO SAVINGS | $227,913 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $753,827 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $31,448,695 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $832,721 | BOYAmt |
| EOY | $738,032 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $324,273 | BOYAmt |
| EOY | $593,001 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,781,260 | BOYAmt |
| EOY | $3,577,498 | EOYAmt |
Inventories For Sale Or Use InventoriesForSaleOrUseGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $529,695 | BOYAmt |
| EOY | $577,337 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $94,792 | BOYAmt |
| EOY | $108,546 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $3,540,126 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $2,970,438 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $578,023 | BOYAmt |
| EOY | $569,688 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $70,773,568 | BOYAmt |
| EOY | $79,519,456 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,424,389 | BOYAmt |
| EOY | $695,124 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,338,721 | BOYAmt |
| EOY | $86,378,682 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $750,166 | BOYAmt |
| EOY | $884,017 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,396,992 | BOYAmt |
| EOY | $629,928 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,147,158 | BOYAmt |
| EOY | $1,513,945 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,191,563 | BOYAmt |
| EOY | $84,864,737 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $76,191,563 | BOYAmt |
| EOY | $84,864,737 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $78,338,721 | BOYAmt |
| EOY | $86,378,682 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $738,448 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $7,934,727 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $82,840 | OtherCostOrOtherBasisAmt |
| Book Value | $82,840 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $49,585 | OtherCostOrOtherBasisAmt |
| Depreciation | $49,585 | DepreciationAmt |
| Book Value | $0 | BookValueAmt |
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $716,630 | OtherCostOrOtherBasisAmt |
| Depreciation | $551,761 | DepreciationAmt |
| Book Value | $164,869 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $2,691,071 | OtherCostOrOtherBasisAmt |
| Depreciation | $2,369,092 | DepreciationAmt |
| Book Value | $321,979 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $569,688 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | LEASE LIABILITIES | Desc |
| Amt | $629,928 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $629,928 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $46,275,616 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $7,934,727 | NetUnrealizedGainsInvstAmt |
| Other Revenue | $6,278,742 | OtherRevenueAmt |
| Revenue Not Reported | $14,213,469 | RevenueNotReportedAmt |
| Revenue Subtotal | $32,062,147 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $124,996 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $124,996 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $32,187,143 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $37,602,441 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $6,278,743 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $6,278,743 | ExpensesNotReportedAmt |
| Expenses Subtotal | $31,323,698 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $124,996 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $124,996 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $31,448,694 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART X, LINE 2: | THE TRUST ESTABLISHED UNDER THE FUND TO HOLD THE FUND'S ASSETS IS INTENDED TO QUALIFY PURSUANT TO SECTION 501(C)(9) OF THE IRC AND IS THEREFORE NOT SUBJECT TO TAX UNDER PRESENT INCOME TAX LAWS. THE TRUST HAS OBTAINED A FAVORABLE TAX EXEMPTION LETTER FROM THE INTERNAL REVENUE SERVICE (IRS), AND THE PLAN SPONSOR BELIEVES THAT THE TRUST AND THE FUND, AS AMENDED, CONTINUE TO QUALIFY AND TO OPERATE IN ACCORDANCE WITH APPLICABLE PROVISIONS OF THE IRC. U.S. GAAP REQUIRES MANAGEMENT OF THE FUND TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN TAX POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS. IN DECEMBER 2022, THE DOL NOTIFIED THE FUND THEY WILL BE CONDUCTING AN ERISA COMPLIANCE INVESTIGATION. THE INVESTIGATION HAS NOT CONCLUDED AS OF THE DATE OF THIS REPORT. |
| PART XI, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 6,278,742. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | COST OF GOODS SOLD 6,278,743. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (11 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| MIKE LOVELY | ||||||||||||||
| EXECUTIVE DIRECTOR | $262,725 | $0 | $0 | $0 | $0 | $0 | $13,256 | $0 | $38,400 | $0 | $314,381 | $0 | $0 | $0 |
| TODD MARKOWSKI | ||||||||||||||
| EMPLOYEE | $162,828 | $0 | $0 | $0 | $0 | $0 | $8,257 | $0 | $38,400 | $0 | $209,485 | $0 | $0 | $0 |
| JAMES VALUSEK | ||||||||||||||
| EMPLOYEE | $162,583 | $0 | $0 | $0 | $0 | $0 | $8,249 | $0 | $38,400 | $0 | $209,232 | $0 | $0 | $0 |
| LARRY WEDAN | ||||||||||||||
| TRUSTEE | $0 | $138,017 | $0 | $0 | $0 | $0 | $0 | $29,433 | $0 | $25,755 | $0 | $193,205 | $0 | $0 |
| DEANNA BELL | ||||||||||||||
| EMPLOYEE | $138,113 | $0 | $0 | $0 | $0 | $0 | $7,025 | $0 | $38,400 | $0 | $183,538 | $0 | $0 | $0 |
| ANGELA GENET | ||||||||||||||
| EMPLOYEE | $136,154 | $0 | $0 | $0 | $0 | $0 | $5,893 | $0 | $38,400 | $0 | $180,447 | $0 | $0 | $0 |
| GAIL STELMASZEWSKI | ||||||||||||||
| EMPLOYEE | $122,720 | $0 | $0 | $0 | $0 | $0 | $6,256 | $0 | $38,400 | $0 | $167,376 | $0 | $0 | $0 |
| THOMAS BENVENUTO | ||||||||||||||
| TRUSTEE | $0 | $116,499 | $0 | $0 | $0 | $0 | $0 | $17,576 | $0 | $23,949 | $0 | $158,024 | $0 | $0 |
| JEFF BANDUR | ||||||||||||||
| TRUSTEE (START 8/23) | $0 | $116,421 | $0 | $0 | $0 | $0 | $0 | $17,576 | $0 | $23,949 | $0 | $157,946 | $0 | $0 |
| TIMOTHY B PINTER | ||||||||||||||
| TRUSTEE (THRU 8/23) | $0 | $114,953 | $0 | $0 | $0 | $0 | $0 | $17,576 | $0 | $23,949 | $0 | $156,478 | $0 | $0 |
| THOMAS BENNETT | ||||||||||||||
| TRUSTEE | $0 | $114,875 | $0 | $0 | $0 | $0 | $0 | $17,576 | $0 | $23,949 | $0 | $156,400 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE FORM 990 IS PROVIDED TO THE EXECUTIVE DIRECTOR AND DIRECTOR OF FINANCE TO REVIEW AND APPROVE. THE FORM 990 IS THEN PRESENTED TO THE BOARD OF TRUSTEES AT THEIR SUBSEQUENT MEETING. |
| FORM 990, PART VI, SECTION B, LINE 15A | THE COMPENSATION FOR THE EXECUTIVE DIRECTOR IS APPROVED BY THE BOARD OF TRUSTEES ON AN ANNUAL BASIS. THE APPROVAL IS DOCUMENTED IN THE BOARD OF TRUSTEES MEETING MINUTES. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (5 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| AMERICAN POSTAL WORKERS UNION MILW AREA LOCAL #003 | ||||||||
| BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND | ||||||||
| 6200 WEST BLUEMOUND ROAD | MILWAUKEE | WI | 532134145 | 396063342 | SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES) | WI | 501(C)(9) | 0 |
| DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES A | ||||||||
| TEAMSTERS GENERAL LOCAL UNION NO 200 | ||||||||
| THE BELLE URBAN SYSTEM | ||||||||
Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp
Related Organization Name RelatedOrganizationName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RIVCRETE READY MIX LLC | BusinessNameLine1Txt |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (33 entries)
| 4FRONT ENGINEERED SOLUTIONS INC |
| ABF FREIGHT SYSTEM INC |
| ACE REDI MIX INC |
| ARAMARK REFRESHMENT SERVICES |
| BADGER TRAILER & EQUIPMENT DBA THERMO KING OF SOUTHEAST WISCONSIN |
| BAUMHARDT SAND & GRAVEL INC |
| BENZ OIL INC |
| BRENNTAG GREAT LAKES LLC |
| CW PURPERO INC |
| CARGILL COCOA & CHOCOLATE INC |
| FJA CHRISTIANSEN ROOFING CO INC |
| FRANTZ COMPANY INC |
| HAMMERLY STONE CO INC |
| HANSEN STORAGE COMPANY |
| HENNES SERVICES INC |
| INTERSTATE ERECTING INC |
| JACOBUS ENERGY INC |
| MAYFIELD TRANSFER CO INC |
| MAYVILLE LIMESTONE INC |
| PM PLASTICS |
| ROUNDY'S SUPERMARKETS INC |
| SPRINKMANN SONS CORPORATION |
| STANDARD FORWARDING LLC |
| SUPER EXCAVATORS INC |
| UNITED COPY CENTERS INC |
| UNITED PARCEL SERVICE OF AMERICA INC |
| US FOODS INC MILWAUKEE |
| USF HOLLAND INC |
| VENTUREDYNE LTD |
| VEOLIA ENVIRONMENTAL NORTH AMERICA OPERATIONS INC |
| WASTE MANAGEMENT INC |
| WBC CORP |
| YRC FREIGHT |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | Yes (1) | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |