WISCONSIN HEALTH FUND: Form 990, tax year 2013

View the entire original 990 at ProPublica ↗

Organization
WISCONSIN HEALTH FUND (EIN 39-6063342)
Tax period
2013-01-01 to 2013-12-31
Filed
2014-08-06
IRS object ID
201422189349300212
Schema version
2013v3.0
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)
Return2014-08-06T08:35:06-05:00ReturnTs
Tax Period End2013-12-31TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN391531945PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1FREYBERG HINKLE ASHLAND POWERS & STOWELLBusinessNameLine1

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line115420 W CAPITOL DRAddressLine1
CityBROOKFIELDCity
StateWIState
ZIP Code530052621ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2013-01-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN396063342EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1WISCONSIN HEALTH FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Business Name ControlWISCBusinessNameControlTxt
Phone4147715600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16200 WEST BLUEMOUND ROADAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code532134145ZIPCode

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonMIKE LOVELYPersonNm
Person TitleEXECUTIVE DIRECTORPersonTitleTxt
Phone4147715600PhoneNum
Signature2014-08-05SignatureDt
Discuss With Paid PreparerYes (1)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES M ASHLAND CPAPreparerPersonNm
PTINP00241858PTIN
Phone2627846210PhoneNum
FieldValueIRS element (for citing)
Tax2013TaxYr
Build TS2015-11-30 17:44:51ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerMIKE LOVELYPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line16200 WEST BLUEMOUND ROADAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53213ZIPCode
FieldValueIRS element (for citing)
Gross Receipts$80,936,598GrossReceiptsAmt
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 Employee95TotalEmployeeCnt
Total Volunteers0TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
Net Unrelated Bus Txbl Incm-$1,731,646NetUnrelatedBusTxblIncmAmt
PY Contributions Grants$0PYContributionsGrantsAmt
CY Contributions Grants$0CYContributionsGrantsAmt
PY Program Service Revenue$36,728,732PYProgramServiceRevenueAmt
CY Program Service Revenue$33,271,895CYProgramServiceRevenueAmt
PY Investment Income$1,718,856PYInvestmentIncomeAmt
CY Investment Income$1,500,379CYInvestmentIncomeAmt
PY Other Revenue-$3,110,792PYOtherRevenueAmt
CY Other Revenue-$2,773,477CYOtherRevenueAmt
PY Total Revenue$35,336,796PYTotalRevenueAmt
CY Total Revenue$31,998,797CYTotalRevenueAmt
PY Grants And Similar Paid$0PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$0CYGrantsAndSimilarPaidAmt
PY Benefits Paid To Members$25,338,405PYBenefitsPaidToMembersAmt
CY Benefits Paid To Members$20,094,997CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$4,940,701PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$4,951,188CYSalariesCompEmpBnftPaidAmt
PY Total Prof Fndrsng Expns$0PYTotalProfFndrsngExpnsAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$0CYTotalFundraisingExpenseAmt
PY Other Expenses$6,067,498PYOtherExpensesAmt
CY Other Expenses$5,645,734CYOtherExpensesAmt
PY Total Expenses$36,346,604PYTotalExpensesAmt
CY Total Expenses$30,691,919CYTotalExpensesAmt
PY Revenues Less Expenses-$1,009,808PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$1,306,878CYRevenuesLessExpensesAmt
Total Assets BOY$43,299,201TotalAssetsBOYAmt
Total Assets EOY$47,579,925TotalAssetsEOYAmt
Total Liabilities BOY$768,314TotalLiabilitiesBOYAmt
Total Liabilities EOY$686,208TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$42,530,887NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$46,893,717NetAssetsOrFundBalancesEOYAmt
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
Expense$27,968,405ExpenseAmt
DescMEDICAL AND DISABILITY CLAIMS - THE NUMBER OF CLAIMS PAID WAS 79,318Desc

Prog Srvc Accom Acty2 ProgSrvcAccomActy2Grp

FieldValueIRS element (for citing)
DescMEDICAL CLINIC - THE NUMBER OF PROCEDURES PERFORMED WAS 92,593Desc

Prog Srvc Accom Acty3 ProgSrvcAccomActy3Grp

FieldValueIRS element (for citing)
DescDENTAL CLINIC - THE NUMBER OF PATIENTS TREATED WAS 8,206Desc

Prog Srvc Accom Acty Other ProgSrvcAccomActyOtherGrp (2 entries)

DescDesc
PHARMACY - THE NUMBER OF PRESCRIPTIONS FILLED WAS 42,778
LIFE INSURANCE - THE MONTHLY AVERAGE OF MEMBERS WAS 1,639
FieldValueIRS element (for citing)
Total Program Service Expenses$27,968,405TotalProgramServiceExpensesAmt
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 Document442IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (1)BackupWthldComplianceInd
Employee95EmployeeCnt
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 LOVELYBusinessNameLine1
FieldValueIRS element (for citing)
Phone4147715600PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line16200 WEST BLUEMOUND ROADAddressLine1
CityMILWAUKEECity
StateWIState
ZIP Code53213ZIPCode

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$115,664$44,245
THOMAS MILLONZI
TRUSTEE1.0040.00Yes (X)$0$87,892$34,232
THOMAS BENNETT
TRUSTEE1.0040.00Yes (X)$0$88,886$34,232
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$87,585$34,232
GARY KRAUS
TRUSTEE0.00Yes (X)$0$0$0
MIKE LOVELY
EXECUTIVE DIRECTOR40.00$177,420$0$35,796Yes (X)
MICHAEL STONE
EMPLOYEE40.00$107,345$0$32,292Yes (X)
RICHARD RITTBERG
EMPLOYEE40.00$122,888$0$17,532Yes (X)
JAMES VALUSEK
EMPLOYEE40.00$122,501$0$33,050Yes (X)
THOMAS BRADACH
EMPLOYEE40.00$114,717$0$17,124Yes (X)
NOAH SINGH
EMPLOYEE40.00$104,898$0$15,821Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$749,769TotalReportableCompFromOrgAmt
Tot Reportable Comp Rltd Org$380,027TotReportableCompRltdOrgAmt
Total Other Compensation$298,556TotalOtherCompensationAmt
Indiv Rcvd Greater Than100 K8IndivRcvdGreaterThan100KCnt
Former Ofcr Employees Listed0FormerOfcrEmployeesListedInd
Total Comp Greater Than150 KYes (1)TotalCompGreaterThan150KInd
Compensation From Other Srcs0CompensationFromOtherSrcsInd

Contractor Compensation ContractorCompensationGrp (5 entries)

Address Line1ContractorAddress/USAddress/AddressLine1CityContractorAddress/USAddress/CityStateContractorAddress/USAddress/StateZIP CodeContractorAddress/USAddress/ZIPCodeServicesServicesDescCompensationCompensationAmt
COLUMBIA ST MARY'S
4425 N PORT WASHINGTON ROADGLENDALEWI53212MEDICAL$517,651
WHEATON FRANCISCAN MEDICAL GROUP
400 W RIVER WOODS PARKWAYMILWAUKEEWI53212MEDICAL$195,032
THE PREVIANT LAW FIRM
1555 N RIVERCENTER DRIVE SUITE 202MILWAUKEEWI53212LEGAL ADVISOR$176,259
WELLS FARGO ADVISORS
601 LAKE AVENUE STE 100RACINEWI53403INVESTMENT MANAGEMENT$169,150
INNOVATIVE SOFTWARE SOLUCITONS INC
3000 SOUTH LENOLA ROADMAPLE SHADENJ08052SOFTWARE$124,365
FieldValueIRS element (for citing)
Cntrct Rcvd Greater Than100 K5CntrctRcvdGreaterThan100KCnt

Program Service Revenue ProgramServiceRevenueGrp (4 entries)

DescDescBusinessBusinessCdTotal Revenue ColumnTotalRevenueColumnAmtRelated Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt
CONTRIBUTIONS525100$30,422,347$30,422,347
OTHER THRID PARTY BILLINGS525100$1,590,540$1,590,540
ADMINISTRATION CHARGES525100$991,769$991,769
OTHER525100$267,239$267,239
FieldValueIRS element (for citing)
Total Program Service Revenue$33,271,895TotalProgramServiceRevenueAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,222,201TotalRevenueColumnAmt
Exclusion$1,222,201ExclusionAmt

Gross Amount Sales Assets GrossAmountSalesAssetsGrp

FieldValueIRS element (for citing)
Securities$45,329,156SecuritiesAmt

Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp

FieldValueIRS element (for citing)
Securities$45,050,978SecuritiesAmt

Gain Or Loss GainOrLossGrp

FieldValueIRS element (for citing)
Securities$278,178SecuritiesAmt

Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp

FieldValueIRS element (for citing)
Total Revenue Column$278,178TotalRevenueColumnAmt
Related Or Exempt Func Income$278,178RelatedOrExemptFuncIncomeAmt
FieldValueIRS element (for citing)
Gross Sales Of Inventory$1,113,346GrossSalesOfInventoryAmt
Cost Of Goods Sold$3,886,823CostOfGoodsSoldAmt

Net Income Or Loss NetIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column-$2,773,477TotalRevenueColumnAmt
Related Or Exempt Func Income-$2,773,477RelatedOrExemptFuncIncomeAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$31,998,797TotalRevenueColumnAmt
Related Or Exempt Func Income$30,776,596RelatedOrExemptFuncIncomeAmt
Unrelated Business Revenue$0UnrelatedBusinessRevenueAmt
Exclusion$1,222,201ExclusionAmt

Benefits To Members BenefitsToMembersGrp

FieldValueIRS element (for citing)
Total$20,094,997TotalAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$214,076TotalAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$4,190,095TotalAmt

Pension Plan Contributions PensionPlanContributionsGrp

FieldValueIRS element (for citing)
Total$182,560TotalAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$364,457TotalAmt

Fees For Services Legal FeesForServicesLegalGrp

FieldValueIRS element (for citing)
Total$202,176TotalAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$57,950TotalAmt

Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp

FieldValueIRS element (for citing)
Total$169,150TotalAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$82,718TotalAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$7,463TotalAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$716,105TotalAmt

Information Technology InformationTechnologyGrp

FieldValueIRS element (for citing)
Total$173,527TotalAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$735,756TotalAmt

Travel TravelGrp

FieldValueIRS element (for citing)
Total$12,737TotalAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$16,823TotalAmt

Depreciation Depletion DepreciationDepletionGrp

FieldValueIRS element (for citing)
Total$68,278TotalAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$76,642TotalAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmt
MEDICAL CENTER CONTRACT$1,222,132
CAPITATION FEES$1,041,818
HMC$431,300
OUTSIDE LABS$272,451

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$358,708TotalAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$30,691,919TotalAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$539,265BOYAmt
EOY$591,819EOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$3,979,101BOYAmt
EOY$1,705,860EOYAmt

Accounts Receivable AccountsReceivableGrp

FieldValueIRS element (for citing)
BOY$3,047,914BOYAmt
EOY$2,479,174EOYAmt

Inventories For Sale Or Use InventoriesForSaleOrUseGrp

FieldValueIRS element (for citing)
BOY$236,646BOYAmt
EOY$229,496EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$130,498BOYAmt
EOY$126,948EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$3,109,757LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$2,731,741LandBldgEquipAccumDeprecAmt

Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp

FieldValueIRS element (for citing)
BOY$263,477BOYAmt
EOY$378,016EOYAmt

Investments Pub Traded Sec InvestmentsPubTradedSecGrp

FieldValueIRS element (for citing)
BOY$35,102,300BOYAmt
EOY$42,068,612EOYAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$43,299,201BOYAmt
EOY$47,579,925EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$768,314BOYAmt
EOY$686,208EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$768,314BOYAmt
EOY$686,208EOYAmt
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$42,530,887BOYAmt
EOY$46,893,717EOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$42,530,887BOYAmt
EOY$46,893,717EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$43,299,201BOYAmt
EOY$47,579,925EOYAmt
FieldValueIRS element (for citing)
Reconcilation Revenue Expnss$1,306,878ReconcilationRevenueExpnssAmt
Net Unrlzd Gains Losses Invst$3,055,952NetUnrlzdGainsLossesInvstAmt
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$433,946DepreciationAmt
Book Value$18,637BookValueAmt

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$2,524,749OtherCostOrOtherBasisAmt
Depreciation$2,248,210DepreciationAmt
Book Value$276,539BookValueAmt
FieldValueIRS element (for citing)
Total Book Value Land Buildings$378,016TotalBookValueLandBuildingsAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$38,772,422TotalRevEtcAuditedFinclStmtAmt
Net Unrealized Gains Invst$3,055,952NetUnrealizedGainsInvstAmt
Revenue Not Reported$3,055,952RevenueNotReportedAmt
Revenue Subtotal$35,716,470RevenueSubtotalAmt
Investment Expenses Not Incld$169,150InvestmentExpensesNotIncldAmt
Other Revenues Not Included-$3,886,823OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt-$3,717,673RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$31,998,797TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$34,409,592TotExpnsEtcAuditedFinclStmtAmt
Other Expenses Included$3,886,823OtherExpensesIncludedAmt
Expenses Not Reported$3,886,823ExpensesNotReportedAmt
Expenses Subtotal$30,522,769ExpensesSubtotalAmt
Investment Expenses Not Incld2$169,150InvestmentExpensesNotIncld2Amt
Expenses Not Rpt Fincl Stmt$169,150ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$30,691,919TotalExpensesPerForm990Amt

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 2010.
PART XI, LINE 4B - OTHER ADJUSTMENTS:COST OF GOODS SOLD -3,886,823.
PART XII, LINE 2D - OTHER ADJUSTMENTS:COST OF GOODS SOLD 3,886,823.

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 (3 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$115,664$0$0$0$0$0$27,274$0$16,971$0$159,909$0$0
MIKE LOVELY
EXECUTIVE DIRECTOR$177,420$0$0$0$0$0$8,991$0$26,805$0$213,216$0$0$0
JAMES VALUSEK
EMPLOYEE$122,501$0$0$0$0$0$6,245$0$26,805$0$155,551$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 (9 entries)

Address Line1USAddress/AddressLine1CityUSAddress/CityStateUSAddress/StateZIP CodeUSAddress/ZIPCodeEINEINPrimary ActivitiesPrimaryActivitiesTxtLegal Domicile StateLegalDomicileStateCdExempt Code SectionExemptCodeSectionTxtControlled OrganizationControlledOrganizationInd
AMERICAN POSTAL WORKERS UNION MILW AREA LOCAL #003
UNITED LODGE 66 INTERNATIONAL ASSOCIATION OF MACHINISTS
SCHOOL DISTRICT OF KETTLE MORAINE
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 (59 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
BARRY TRUCKING INC
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
SCHWERMAN TRUCKING CO
SIVA TRUCK LEASING LLC
SONAG READY MIX LLC
SPRINKMANN SONS CORPORATION
STANDARD FORWARDING LLC
STEELWIND INDUSTRIES INC
STROHMEYER EXCAVATING INC
SUPER EXCAVATORS INC
TANK TRANSPORT INC
THE OILGEAR COMPANY
TRUCK FLEET MANAGEMENT SERVICES 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
L&W SUPPLY CORPORATION
YRC FREIGHT
4FRONT ENGINEERED SOLUTIONS INC
GREBES BAKERIES INC
LAKE MILLS BLACKTOP INC
MEYER MATERIAL CO
MID AMERICAN STEEL DRUM DRIVERS
ROUNDY'S SUPERMARKETS INC
SILGAN CONTAINERS MANUFACTURING 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$706,000FAIR MARKET VALUE
DRIVERS SALESMEN WAREHOUSEMEN MILK PROCESSORS CANNERY DAIRY EMPLOYEES
K$29,756FAIR MARKET VALUE

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