BETA

WISCONSIN HEALTH FUND: Form 990, tax year 2019

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN HEALTH FUND (EIN 39-6063342)
Tax period
2019-01-01 to 2019-12-31
Filed
2020-10-21
IRS object ID
202042959349301764
Schema version
2019v5.1
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

FieldValueIRS element (for citing)
Return2020-10-21T16:18:28-05:00ReturnTs
Tax Period End2019-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN363168081PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1SIKICH LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line113400 BISHOPS LANE SUITE 300AddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53005ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2019-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396063342EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN HEALTH FUNDBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone4147715600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16200 WEST BLUEMOUND ROADAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532134145ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE LOVELYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4147715600PhoneNum
Signature2020-10-20SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES B BOUTELLE CPAPreparerPersonNm
PTINP01794129PTIN
Phone2627549400PhoneNum
Preparation2020-10-20PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address24.209.117.46IPv4AddressTxt
FieldValueIRS element (for citing)
IP2020-10-20IPDt
IP Tm09:04:21IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device IdDA39A3EE5E6B4B0D3255BFEF95601890AFD80709AtSubmissionCreationDeviceId
At Submission Filing Device Id934FC65FEE8495E85B690041CFEAE27130F8D972AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2019TaxYr
Build TS2021-04-22 16:20:28ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIKE LOVELYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16200 WEST BLUEMOUND ROADAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532134145ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$330,906,198GrossReceiptsAmt
Group Return For Affiliates0GroupReturnForAffiliatesInd
Organization501cYes (X)Organization501cInd
Website AddressWWW.WHFUND.ORGWebsiteAddressTxt
Type Of Organization TrustYes (X)TypeOfOrganizationTrustInd
Formation1952FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO PROVIDE HEALTH BENEFITS TO ELIGIBLE PARTICIPANTS.ActivityOrMissionDesc
Voting Members Governing Body8VotingMembersGoverningBodyCnt
Voting Members Independent4VotingMembersIndependentCnt
Total Employee89TotalEmployeeCnt
Total Volunteers4TotalVolunteersCnt
Total Gross UBI$1,696,159TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,827,343NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$35,437,245PYProgramServiceRevenueAmt
CY Program Service Revenue$37,667,206CYProgramServiceRevenueAmt
PY Investment Income$1,948,422PYInvestmentIncomeAmt
CY Investment Income$14,399,462CYInvestmentIncomeAmt
PY Other Revenue-$3,789,541PYOtherRevenueAmt
CY Other Revenue-$4,506,630CYOtherRevenueAmt
PY Total Revenue$33,596,126PYTotalRevenueAmt
CY Total Revenue$47,560,038CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$21,737,385PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$23,189,554CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$5,137,836PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$5,200,158CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,458,806PYOtherExpensesAmt
CY Other Expenses$6,427,311CYOtherExpensesAmt
PY Total Expenses$33,334,027PYTotalExpensesAmt
CY Total Expenses$34,817,023CYTotalExpensesAmt
PY Revenues Less Expenses$262,099PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$12,743,015CYRevenuesLessExpensesAmt
Total Assets BOY$64,199,335TotalAssetsBOYAmt
Total Assets EOY$72,897,078TotalAssetsEOYAmt
Total Liabilities BOY$815,135TotalLiabilitiesBOYAmt
Total Liabilities EOY$1,194,561TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$63,384,200NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$71,702,517NetAssetsOrFundBalancesEOYAmt
Info In Schedule O Part IIIYes (X)InfoInScheduleOPartIIIInd
MissionENRICHING LIVES THROUGH PROGRESSIVE BENEFITS, COMPASSIONATE CARE, AND EXCEPTIONAL SERVICE.MissionDesc
Significant New Program Srvc0SignificantNewProgramSrvcInd
Significant Change0SignificantChangeInd
DescMEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 83,499Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 80,765Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescDENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 7,681Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc
PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 44,139
LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,711
FieldValueIRS element (for citing)
Described In Section501c30DescribedInSection501c3Ind
Schedule B Required0ScheduleBRequiredInd
Political Campaign Acty0PoliticalCampaignActyInd
Subject To Proxy Tax0SubjectToProxyTaxInd
Donor Advised Fund0DonorAdvisedFundInd
Conservation Easements0ConservationEasementsInd
Collections Of Art0CollectionsOfArtInd
Credit Counseling0CreditCounselingInd
Donor Rstr Or Quasi Endowments0DonorRstrOrQuasiEndowmentsInd
Report Land Building EquipmentYes (1)ReportLandBuildingEquipmentInd
Report Investments Other Sec0ReportInvestmentsOtherSecInd
Report Program Related Invst0ReportProgramRelatedInvstInd
Report Other Assets0ReportOtherAssetsInd
Report Other Liabilities0ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (1)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (1)IndependentAuditFinclStmtInd
Consolidated Audit Fincl Stmt0ConsolidatedAuditFinclStmtInd
School Operating0SchoolOperatingInd
Foreign Office0ForeignOfficeInd
Foreign Activities0ForeignActivitiesInd
More Than5000 K To Org0MoreThan5000KToOrgInd
More Than5000 K To Individuals0MoreThan5000KToIndividualsInd
Professional Fundraising0ProfessionalFundraisingInd
Fundraising Activities0FundraisingActivitiesInd
Gaming Activities0GamingActivitiesInd
Operate Hospital0OperateHospitalInd
Grants To Organizations0GrantsToOrganizationsInd
Grants To Individuals0GrantsToIndividualsInd
Schedule J RequiredYes (1)ScheduleJRequiredInd
Tax Exempt Bonds0TaxExemptBondsInd
Loan Outstanding0LoanOutstandingInd
Grant To Related Person0GrantToRelatedPersonInd
Business Rln With Org Mem0BusinessRlnWithOrgMemInd
Business Rln With Fam Mem0BusinessRlnWithFamMemInd
Business Rln With35 Ctrl Ent0BusinessRlnWith35CtrlEntInd
Deductible Non Cash Contri0DeductibleNonCashContriInd
Deductible Art Contribution0DeductibleArtContributionInd
Terminate Operations0TerminateOperationsInd
Partial Liquidation0PartialLiquidationInd
Disregarded Entity0DisregardedEntityInd
Related EntityYes (1)RelatedEntityInd
Related Organization Ctrl Ent0RelatedOrganizationCtrlEntInd
Activities Conducted Prtshp0ActivitiesConductedPrtshpInd
Schedule O RequiredYes (1)ScheduleORequiredInd
IRP Document242IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Employee89EmployeeCnt
Employment Tax Returns FiledYes (1)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitYes (1)UnrelatedBusIncmOverLimitInd
Form990 T FiledYes (1)Form990TFiledInd
Foreign Financial Account0ForeignFinancialAccountInd
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTransInd
Taxable Party Notification0TaxablePartyNotificationInd
Nondeductible Contributions0NondeductibleContributionsInd
Indoor Tanning Services0IndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht Pymt0SubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst Inc0SubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member4IndependentVotingMemberCnt
Family Or Business Rln0FamilyOrBusinessRlnInd
Delegation Of Mgmt Duties0DelegationOfMgmtDutiesInd
Change To Org Documents0ChangeToOrgDocumentsInd
Material Diversion Or Misuse0MaterialDiversionOrMisuseInd
Members Or Stockholders0MembersOrStockholdersInd
Election Of Board Members0ElectionOfBoardMembersInd
Decisions Subject To Approva0DecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (1)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (1)MinutesOfCommitteesInd
Officer Mailing Address0OfficerMailingAddressInd
Local Chapters0LocalChaptersInd
Form990 Provided To Gvrn BodyYes (1)Form990ProvidedToGvrnBodyInd
Conflict Of Interest Policy0ConflictOfInterestPolicyInd
Whistleblower Policy0WhistleblowerPolicyInd
Document Retention PolicyYes (1)DocumentRetentionPolicyInd
Compensation Process CEOYes (1)CompensationProcessCEOInd
Compensation Process Other0CompensationProcessOtherInd
Investment In Joint Venture0InvestmentInJointVentureInd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1MIKE LOVELYBusinessNameLine1Txt
FieldValueIRS element (for citing)
Phone4147715600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16200 WEST BLUEMOUND ROADAddressLine1Txt
CityMILWAUKEECityNm
State AbbreviationWIStateAbbreviationCd
ZIP532134145ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtOfficerOfficerIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtHighest Compensated EmployeeHighestCompensatedEmployeeIndAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorInd
MIKE LOVELY
EXECUTIVE DIRECTOR40.00Yes (X)$223,056$0$40,390
JAMES VALUSEK
EMPLOYEE40.00$143,528$0$36,413Yes (X)
WAYNE SCHULTZ
TRUSTEE1.00Yes (X)$0$129,541$50,85140.00Yes (X)
TODD MARKOWSKI
EMPLOYEE40.00$139,796$0$36,227Yes (X)
SARA AL BITAR DDS
EMPLOYEE40.00$146,824$0$19,500Yes (X)
JEFFREY STRZELECKI
EMPLOYEE40.00$126,218$0$35,548Yes (X)
MICHAEL STONE
EMPLOYEE40.00$123,510$0$35,412Yes (X)
THOMAS BENVENUTO
TRUSTEE1.00Yes (X)$0$117,092$39,18840.00Yes (X)
TIMOTHY B PINTER
TRUSTEE (BEG 2019)1.00Yes (X)$0$108,112$39,188Yes (X)
THOMAS BENNETT
TRUSTEE1.00Yes (X)$0$107,824$39,18840.00Yes (X)
GARY A MARSACK
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
RITCH DEMBINSKY
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
GARY KRAUS
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
MATHEW WOLFF
TRUSTEE1.00Yes (X)$0$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$902,932TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$462,569TotReportableCompRltdOrgAmt
Total Other Compensation$371,905TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K11IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (4 entries)

Address Line1ContractorAddress/USAddress/AddressLine1TxtCityContractorAddress/USAddress/CityNmState AbbreviationContractorAddress/USAddress/StateAbbreviationCdZIPContractorAddress/USAddress/ZIPCdServicesServicesDescCompensationCompensationAmt
UNITED HEALTHCARE INSURANCE
5901 LINCOLN DRMINNEAPOLISMN55436PPO HOSPITAL NETWORK$1,240,162
COLUMBIA ST MARY'S
4425 N PORT WASHINGTON ROADGLENDALEWI53212MEDICAL$594,744
INNOVATIVE SOFTWARE SOLUTIONS INC
3000 SOUTH LENOLA ROADMAPLE SHADENJ08052IT$107,926
KAR CHIROPRACTIC MASTERS
9232 W HOWARD AVEGREENFIELDWI53228CHIROPRACTIC SERVICES$103,529
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmtUnrelated Business RevenueUnrelatedBusinessRevenueAmt
CONTRIBUTIONS525100$34,655,580$34,655,580
OTHER THRID PARTY BILLINGS525100$1,340,072$397,407$942,665
OTHER525100$951,677$574,930$376,747
ADMINISTRATION CHARGES525100$719,877$343,130$376,747
FieldValueIRS element (for citing)
Total Program Service Revenue$37,667,206TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,964,981TotalRevenueColumnAmt
Exclusion$1,964,981ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$289,673,016SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$277,238,535SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$12,434,481SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$12,434,481TotalRevenueColumnAmt
Exclusion$12,434,481ExclusionAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,600,995GrossSalesOfInventoryAmt
Cost Of Goods Sold$6,107,625CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$4,506,630TotalRevenueColumnAmt
Related Or Exempt Func Income-$4,506,630RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$47,560,038TotalRevenueColumnAmt
Related Or Exempt Func Income$31,464,417RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$1,696,159UnrelatedBusinessRevenueAmt
Exclusion$14,399,462ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$23,189,554TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$263,445TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,399,547TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$188,644TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$348,522TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$107,002TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$171,403TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$127,863TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$6,625TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$710,528TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$262,716TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$760,681TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$15,505TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$17,017TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$155,921TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$74,411TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
CAPITATION FEES$1,326,284
MEDICAL CENTER CONTRACT$1,246,118
HMC$715,481
OUTSIDE LABS$217,498

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$512,258TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$34,817,023TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$586,090BOYAmt
EOY$667,739EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$2,122,601BOYAmt
EOY$521,796EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,282,267BOYAmt
EOY$3,009,574EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$310,509BOYAmt
EOY$447,458EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$124,298BOYAmt
EOY$128,046EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,165,621LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,838,452LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$451,255BOYAmt
EOY$327,169EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$57,322,315BOYAmt
EOY$67,795,296EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$64,199,335BOYAmt
EOY$72,897,078EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$815,135BOYAmt
EOY$1,194,561EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$815,135BOYAmt
EOY$1,194,561EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow FASB117Yes (X)OrgDoesNotFollowFASB117Ind

Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp

FieldValueIRS element (for citing)
BOY$0BOYAmt
EOY$0EOYAmt

Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp

FieldValueIRS element (for citing)
BOY$63,384,200BOYAmt
EOY$71,702,517EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$63,384,200BOYAmt
EOY$71,702,517EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$64,199,335BOYAmt
EOY$72,897,078EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$12,743,015ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst-$4,424,698NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or Review0AccountantCompileOrReviewInd
FS AuditedYes (1)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (1)AuditCommitteeInd
Federal Grant Audit Required0FederalGrantAuditRequiredInd

Schedule D IRS990ScheduleD

Land LandGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$82,840OtherCostOrOtherBasisAmt
Book Value$82,840BookValueAmt

Buildings BuildingsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$49,585OtherCostOrOtherBasisAmt
Depreciation$49,585DepreciationAmt
Book Value$0BookValueAmt

Leasehold Improvements LeaseholdImprovementsGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$519,610OtherCostOrOtherBasisAmt
Depreciation$492,823DepreciationAmt
Book Value$26,787BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,513,586OtherCostOrOtherBasisAmt
Depreciation$2,296,044DepreciationAmt
Book Value$217,542BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$327,169TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$49,071,562TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst-$4,424,698NetUnrealizedGainsInvstAmt
Other Revenue$6,107,625OtherRevenueAmt
Revenue Not Reported$1,682,927RevenueNotReportedAmt
Revenue Subtotal$47,388,635RevenueSubtotalAmt
Investment Expenses Not Incld$171,403InvestmentExpensesNotIncldAmt
Revenue Not Reported Fincl Stmt$171,403RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$47,560,038TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$40,753,245TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$6,107,625OtherExpensesIncludedAmt
Expenses Not Reported$6,107,625ExpensesNotReportedAmt
Expenses Subtotal$34,645,620ExpensesSubtotalAmt
Investment Expenses Not Incld2$171,403InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$171,403ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$34,817,023TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
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 REQUIRE MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ORGANIZATION 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; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
PART XI, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 6,107,625.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 6,107,625.

Schedule J IRS990ScheduleJ

FieldValueIRS element (for citing)
Board Or Committee ApprovalYes (X)BoardOrCommitteeApprovalInd
Severance Payment0SeverancePaymentInd
Supplemental Nonqual Rtr Plan0SupplementalNonqualRtrPlanInd
Equity Based Comp Arrngm0EquityBasedCompArrngmInd

Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 entries)

TitleTitleTxtBase Compensation Filing OrgBaseCompensationFilingOrgAmtCompensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmtBonus Filing OrganizationBonusFilingOrganizationAmountBonus Related OrganizationsBonusRelatedOrganizationsAmtOther Compensation Filing OrgOtherCompensationFilingOrgAmtOther Compensation Rltd OrgsOtherCompensationRltdOrgsAmtDeferred Compensation Flng OrgDeferredCompensationFlngOrgAmtDeferred Comp Rltd OrgsDeferredCompRltdOrgsAmtNontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmtNontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmtTotal Compensation Filing OrgTotalCompensationFilingOrgAmtTotal Compensation Rltd OrgsTotalCompensationRltdOrgsAmtComp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmtComp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt
MIKE LOVELY
EXECUTIVE DIRECTOR$223,056$0$0$0$0$0$11,273$0$29,117$0$263,446$0$0$0
JAMES VALUSEK
EMPLOYEE$143,528$0$0$0$0$0$7,296$0$29,117$0$179,941$0$0$0
WAYNE SCHULTZ
TRUSTEE$0$129,541$0$0$0$0$0$28,350$0$22,501$0$180,392$0$0
TODD MARKOWSKI
EMPLOYEE$139,796$0$0$0$0$0$7,110$0$29,117$0$176,023$0$0$0
SARA AL BITAR DDS
EMPLOYEE$146,824$0$0$0$0$0$7,384$0$12,116$0$166,324$0$0$0
JEFFREY STRZELECKI
EMPLOYEE$126,218$0$0$0$0$0$6,431$0$29,117$0$161,766$0$0$0
MICHAEL STONE
EMPLOYEE$123,510$0$0$0$0$0$6,295$0$29,117$0$158,922$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11BTHE 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 15ATHE 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 19THE FINANCIAL STATEMENTS OF THE ORGANIZATION ARE AVAILABLE UPON REQUEST AND ARE AVAILABLE FOR INSPECTION AT THE ORGANIZATION'S OFFICE.
FORM 990, SCHEDULE R, PARTS II-IV:IN ADDITION TO THE CONTRIBUTING EMPLOYERS REPORTED AS RELATED ORGANIZATIONS ON SCHEDULE R, PARTS II-IV, THE FUND HAD 2 EMPLOYERS THAT HAVE NOT YET RESPONDED TO THE FUNDS EFFORT TO OBTAIN THE TAX CLASSIFICATION.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (6 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
AMERICAN POSTAL WORKERS UNION MILW AREA LOCAL #003
UNITED LODGE 66 INTERNATIONAL ASSOCIATION OF MACHINISTS
TEAMSTERS GENERAL LOCAL UNION NO 200
DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES A
BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND
6200 WEST BLUEMOUND ROADMILWAUKEEWI532134145396063342SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES)WI501(C)(9)0
THE BELLE URBAN SYSTEM

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

TRANSPORT CEMENT LLC
RIVCRETE READY MIX LLC

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (42 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
BARRY TRUCKING INC
BAUMHARDT SAND & GRAVEL INC
BENZ OIL INC
BRENNTAG GREAT LAKES LLC
CW PURPERO INC
EDGERTON TRUCKING INC
FJA CHRISTIANSEN ROOFING CO INC
FORRER BUSINESS INTERIORS INC
GREBES BAKERIES INC
GYPSUM SUPPLY CO
HANSEN STORAGE COMPANY
HENNES SERVICES INC
INTERSTATE ERECTING INC
JACOBUS ENERGY INC
MAYFIELD TRANSFER CO INC
MAYVILLE LIMESTONE INC
NEW BERLIN REDI-MIX INC
OKAUCHEE REDI-MIX INC
OZINGA MATERIALS INC
PM PLASTICS
ROUNDY'S SUPERMARKETS INC
SILGAN CONTAINERS MANUFACTURING CORPORATION
SONAG READY MIX LLC
SPRINKMANN SONS CORPORATION
STANDARD FORWARDING LLC
SUPER EXCAVATORS INC
UNITED PARCEL SERVICE OF AMERICA INC
USF HOLLAND INC
VENTUREDYNE LTD
VEOLIA ENVIRONMENTAL NORTH AMERICA OPERATIONS INC
WASTE MANAGEMENT INC
WBC CORP
YRC FREIGHT
CARGILL COCOA & CHOCOLATE INC
UNITED COPY CENTERS INC
HAMMERLY STONE CO INC
US FOODS INC MILWAUKEE
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth OrgYes (1)GiftGrntCapContriFromOthOrgInd
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrgInd
Loans Or Guarantees From Oth Org0LoansOrGuaranteesFromOthOrgInd
Div Related Organization0DivRelatedOrganizationInd
Asset Sale To Other Org0AssetSaleToOtherOrgInd
Asset Purchase From Other Org0AssetPurchaseFromOtherOrgInd
Asset Exchange0AssetExchangeInd
Rental Of Facilities To Oth Org0RentalOfFacilitiesToOthOrgInd
Rental Of Fclts From Oth OrgYes (1)RentalOfFcltsFromOthOrgInd
Perform Of Services For Oth Org0PerformOfServicesForOthOrgInd
Perform Of Services By Other Org0PerformOfServicesByOtherOrgInd
Sharing Of Facilities0SharingOfFacilitiesInd
Paid Employees Sharing0PaidEmployeesSharingInd
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrgInd
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrgInd
Transfer To Other Org0TransferToOtherOrgInd
Transfer From Other Org0TransferFromOtherOrgInd

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