WISCONSIN HEALTH FUND: Form 990, tax year 2014

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN HEALTH FUND (EIN 39-6063342)
Tax period
2014-01-01 to 2014-12-31
Filed
2015-08-13
IRS object ID
201542259349300424
Schema version
2014v5.0
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)
Return2015-08-13T10:04:02-05:00ReturnTs
Tax Period End2014-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391531945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1Txt
CityBROOKFIELDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530052621ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2014-01-01TaxPeriodBeginDt

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
Signature2015-08-12SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M ASHLAND CPAPreparerPersonNm
PTINP00241858PTIN
Phone2627846210PhoneNum
FieldValueIRS element (for citing)
Tax2014TaxYr
Build TS2016-02-25 16:41:14ZBuildTS

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
ZIP53213ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$91,768,239GrossReceiptsAmt
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 Independent8VotingMembersIndependentCnt
Total Employee99TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$2,156,944NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$33,271,895PYProgramServiceRevenueAmt
CY Program Service Revenue$35,188,325CYProgramServiceRevenueAmt
PY Investment Income$1,500,379PYInvestmentIncomeAmt
CY Investment Income$2,144,342CYInvestmentIncomeAmt
PY Other Revenue-$2,773,477PYOtherRevenueAmt
CY Other Revenue-$2,738,637CYOtherRevenueAmt
PY Total Revenue$31,998,797PYTotalRevenueAmt
CY Total Revenue$34,594,030CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$20,094,997PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$17,027,456CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,951,188PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,956,996CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$5,645,734PYOtherExpensesAmt
CY Other Expenses$6,052,308CYOtherExpensesAmt
PY Total Expenses$30,691,919PYTotalExpensesAmt
CY Total Expenses$28,036,760CYTotalExpensesAmt
PY Revenues Less Expenses$1,306,878PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$6,557,270CYRevenuesLessExpensesAmt
Total Assets BOY$47,579,925TotalAssetsBOYAmt
Total Assets EOY$54,715,919TotalAssetsEOYAmt
Total Liabilities BOY$686,208TotalLiabilitiesBOYAmt
Total Liabilities EOY$722,097TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$46,893,717NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$53,993,822NetAssetsOrFundBalancesEOYAmt
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 72,816Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 105,816Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescDENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 8,180Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc
PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 44,979
LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,727
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
Temp Or Permanent Endowments0TempOrPermanentEndowmentsInd
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 With Officer Ent0BusinessRlnWithOfficerEntInd
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 Document411IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee99EmployeeCnt
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
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members8GoverningBodyVotingMembersCnt
Independent Voting Member8IndependentVotingMemberCnt
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
ZIP53213ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (14 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtAverage Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerIndHighest Compensated EmployeeHighestCompensatedEmployeeInd
WAYNE SCHULTZ
TRUSTEE1.0045.00Yes (X)$0$115,741$44,971
THOMAS MILLONZI
TRUSTEE1.0040.00Yes (X)$0$87,687$34,976
THOMAS BENNETT
TRUSTEE1.0040.00Yes (X)$0$89,664$34,976
RONALD FETTY
TRUSTEE0.00Yes (X)$0$0$0
GARY A MARSACK
TRUSTEE0.00Yes (X)$0$0$0
RITCH DEMBINSKY
TRUSTEE0.00Yes (X)$0$0$0
THOMAS BENVENUTO
TRUSTEE1.0040.00Yes (X)$0$88,302$34,976
GARY KRAUS
TRUSTEE0.00Yes (X)$0$0$0
MIKE LOVELY
EXECUTIVE DIRECTOR40.00$184,610$0$41,191Yes (X)
MICHAEL STONE
EMPLOYEE40.00$110,633$0$37,492Yes (X)
RICHARD RITTBERG
EMPLOYEE40.00$125,891$0$19,718Yes (X)
JAMES VALUSEK
EMPLOYEE40.00$125,398$0$38,231Yes (X)
THOMAS BRADACH
EMPLOYEE40.00$116,575$0$19,252Yes (X)
TODD MARKOWSKI
EMPLOYEE40.00$120,819$0$33,753Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$783,926TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$381,394TotReportableCompRltdOrgAmt
Total Other Compensation$339,536TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
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
COLUMBIA ST MARY'S
4425 N PORT WASHINGTON ROADGLENDALEWI53212MEDICAL$656,981
THE PREVIANT LAW FIRM
1555 N RIVERCENTER DRIVE SUITE 202MILWAUKEEWI53212LEGAL ADVISOR$286,252
WHEATON FRANCISCAN MEDICAL GROUP
400 W RIVER WOODS PARKWAYMILWAUKEEWI53212MEDICAL$201,376
WELLS FARGO ADVISORS
601 LAKE AVENUE STE 100RACINEWI53403INVESTMENT MANAGEMENT$184,102
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K4CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRIBUTIONS525100$31,875,868$31,875,868
OTHER THRID PARTY BILLINGS525100$1,918,045$1,918,045
ADMINISTRATION CHARGES525100$886,227$886,227
OTHER525100$508,185$508,185
FieldValueIRS element (for citing)
Total Program Service Revenue$35,188,325TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,319,954TotalRevenueColumnAmt
Exclusion$1,319,954ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$54,165,442SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$53,341,054SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$824,388SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$824,388TotalRevenueColumnAmt
Related Or Exempt Func Income$824,388RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,094,518GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,833,155CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,738,637TotalRevenueColumnAmt
Related Or Exempt Func Income-$2,738,637RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$34,594,030TotalRevenueColumnAmt
Related Or Exempt Func Income$33,274,076RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,319,954ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$17,027,456TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$226,583TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,203,371TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$175,087TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$351,955TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$308,959TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$58,935TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$194,284TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$49,864TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$10,436TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$668,438TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$188,872TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$742,936TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$9,959TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,540TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$89,399TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$72,879TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEDICAL CENTER CONTRACT$1,240,410
CAPITATION FEES$1,066,407
HMC$442,556
PCORI AND REINSURANCE F$273,767

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$617,667TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$28,036,760TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$591,819BOYAmt
EOY$731,930EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$1,705,860BOYAmt
EOY$2,119,754EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$2,479,174BOYAmt
EOY$2,483,349EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$229,496BOYAmt
EOY$197,230EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$126,948BOYAmt
EOY$126,111EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,163,362LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,792,069LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$378,016BOYAmt
EOY$371,293EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$42,068,612BOYAmt
EOY$48,686,252EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$47,579,925BOYAmt
EOY$54,715,919EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$686,208BOYAmt
EOY$722,097EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$686,208BOYAmt
EOY$722,097EOYAmt
FieldValueIRS element (for citing)
Org Does Not Follow SFAS117Yes (X)OrgDoesNotFollowSFAS117Ind

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$46,893,717BOYAmt
EOY$53,993,822EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$46,893,717BOYAmt
EOY$53,993,822EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$47,579,925BOYAmt
EOY$54,715,919EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$6,557,270ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$542,835NetUnrlzdGainsLossesInvstAmt
Other Changes In Net Assets$0OtherChangesInNetAssetsAmt
Info In Schedule O Part XIIYes (X)InfoInScheduleOPartXIIInd
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$452,583OtherCostOrOtherBasisAmt
Depreciation$440,775DepreciationAmt
Book Value$11,808BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,578,354OtherCostOrOtherBasisAmt
Depreciation$2,301,709DepreciationAmt
Book Value$276,645BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$371,293TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$38,775,736TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$542,835NetUnrealizedGainsInvstAmt
Revenue Not Reported$542,835RevenueNotReportedAmt
Revenue Subtotal$38,232,901RevenueSubtotalAmt
Investment Expenses Not Incld$194,284InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$3,833,155OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$3,638,871RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$34,594,030TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$31,675,631TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,833,155OtherExpensesIncludedAmt
Expenses Not Reported$3,833,155ExpensesNotReportedAmt
Expenses Subtotal$27,842,476ExpensesSubtotalAmt
Investment Expenses Not Incld2$194,284InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$194,284ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$28,036,760TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (3 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
PART X, LINE 2:U.S. GENERALLY ACCEPTED ACCOUNTING PRINCIPLES REQUIRE MANAGEMENT OF AN ORGANIZATION TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION 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. THE FUND'S MANAGEMENT BELIEVES IT IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR THE YEARS PRIOR TO 2011.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -3,833,155.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 3,833,155.

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 (4 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
WAYNE SCHULTZ
TRUSTEE$0$115,741$0$0$0$0$0$26,892$0$18,079$0$160,712$0$0
MIKE LOVELY
EXECUTIVE DIRECTOR$184,610$0$0$0$0$0$9,350$0$31,841$0$225,801$0$0$0
JAMES VALUSEK
EMPLOYEE$125,398$0$0$0$0$0$6,390$0$31,841$0$163,629$0$0$0
TODD MARKOWSKI
EMPLOYEE$120,819$0$0$0$0$0$1,912$0$31,841$0$154,572$0$0$0

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PART VI, SECTION B, LINE 11THE 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, PART XII, LINE 2C:THE BOARD OF TRUSTEES ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE FUND'S FINANCIAL STATEMENTS AND FOR THE SELECTION OF AN INDEPENDENT ACCOUNTANT. THIS PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR.

Schedule R IRS990ScheduleR

Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (8 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
VILLAGE OF MERRILLAN
DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES A
WI STATE AFL-CIO LABOR EDUCATION AND TRAINING CENTER
VILLAGE OF WHEELER
BOARD OF TRUSTEES OF THE WISCONSIN HEALTH FUND
6200 WEST BLUEMOUND ROADMILWAUKEEWI532134145396063342SPONSORING ORGANIZATION (JOINT BOARD OF TRUSTEES)WI501(C)(9)0

Id Related Org Txbl Partnership IdRelatedOrgTxblPartnershipGrp (2 entries)

RIDGWAY LLC DBA THE PRICE ERECTING CO
OJIBWA READY MIX LP

Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (53 entries)

ABF FREIGHT SYSTEM INC
ACE REDI MIX INC
ARCHER-DANIELS-MIDLAND COMPANY
ROLLCAST LLC DBA ADVANCE DIE CASTING
MWSTAR WASTE HOLDINGS CORP DBA ADVANCED DISPOSAL SERVICES SOLID WASTE MIDW
ARAMARK REFRESHMENT SERVICES
BADGER TRAILER & EQUIPMENT DBA THERMO KING OF SOUTHEAST WISCONSIN
BAUMHARDT SAND & GRAVEL INC
BENZ OIL INC
BRENNTAG GREAT LAKES LLC
VCNA PRAIRIE INC
FJA CHRISTIANSEN ROOFING CO INC
VENTUREDYNE LTD
EDGERTON TRUCKING INC
JH FINDORFF & SON INC
FORRER BUSINESS INTERIORS INC
GYPSUM SUPPLY CO
HAMMERSLEY STONE CO INC
HANSEN STORAGE COMPANY
HARRIS LUMBER CO INC
HENNES SERVICES INC
JACOBUS ENERGY INC
MADISON CRUSHING & EXCAVATING CO
MADISON SAND AND GRAVEL COMPANY INC
MAYFIELD TRANSFER CO INC
MAYVILLE LIMESTONE INC
WASTE MANAGEMENT INC
NEW BERLIN REDI-MIX INC
NUVO CONSTRUCTION CO INC
OKAUCHEE REDI-MIX INC
PM PLASTICS
CW PURPERO INC
SIVA TRUCK LEASING LLC
SONAG READY MIX LLC
SPRINKMANN SONS CORPORATION
STANDARD FORWARDING LLC
SUPER EXCAVATORS INC
UNITED PARCEL SERVICE OF AMERICA INC
UNITED PLUMBING & HEATING SUPPLY CO INC
USF HOLLAND INC
VEOLIA ENVIRONMENTAL NORTH AMERICA OPERATIONS INC
WBC CORP
WEST BEND TRANSIT & SERVICE CO
YRC FREIGHT
4FRONT ENGINEERED SOLUTIONS INC
GREBES BAKERIES INC
MEYER MATERIAL CO
ROUNDY'S SUPERMARKETS INC
SILGAN CONTAINERS MANUFACTURING CORPORATION
BARRY TRUCKING INC
OZINGA READY MIX CONCRETE INC
URS ENERGY AND CONSTRUCTION INC
USG CORPORATION
FieldValueIRS element (for citing)
Receipt Of Int Annts Rnts Rylts0ReceiptOfIntAnntsRntsRyltsInd
Gift Grnt Or Cap Contri To Oth Org0GiftGrntOrCapContriToOthOrgInd
Gift Grnt Cap Contri From Oth Org0GiftGrntCapContriFromOthOrgInd
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

Transactions Related Org TransactionsRelatedOrgGrp (2 entries)

Transaction TypeTransactionTypeTxtInvolvedInvolvedAmtMethod Of Amount DeterminationMethodOfAmountDeterminationTxt
TEAMSTERS GENERAL LOCAL UNION NO 200
K$709,000FAIR MARKET VALUE
DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES
K$33,936FAIR MARKET VALUE

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