Form 990 for tax year 2024
Filed by ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND.
Totals
- Total revenue
- $10,960,457
- Total expenses
- $8,322,828
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $10,378,680
- Investment income
- $581,777
- Other revenue
- $0
- Total assets, end of year
- $22,184,314
- Total liabilities, end of year
- $30,963
- Net assets or fund balances, end of year
- $22,153,351
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: EMPLOYER CONTRIBUTIONS
total $7,428,739 · related or exempt $7,428,739
-
2b · Program service revenue: PARTICIPANT CONTRIBUTIONS
total $2,260,910 · related or exempt $2,260,910
-
2c · Program service revenue: PRESCRIPTION DRUG REBATES
total $689,031 · related or exempt $689,031
-
3 · Investment income
total $575,929 · excluded $575,929
-
7a · Gross sales of assets other than inventory
securities $1,935,490
-
7b · Less cost or other basis and sales expenses
securities $1,929,642
-
7c · Gain or loss
securities $5,848
-
7d · Net gain or loss
total $5,848 · excluded $5,848
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $7,380,384
-
11a · Fees: management
total $469,980
-
11b · Fees: legal
total $25,089
-
11c · Fees: accounting
total $23,774
-
11f · Fees: investment management
total $76,946
-
11g · Fees: other
total $318,780
-
13 · Office expenses
total $4,987
-
19 · Conferences, conventions and meetings
total $491
-
23 · Insurance
total $18,990
-
24a · Other expenses: FEES MANDATED BY ACA
total $3,407
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $2,313,550 · end of year $3,221,431
-
2 · Savings and temporary cash investments
beginning of year $20,671 · end of year $596,490
-
4 · Accounts receivable
beginning of year $405,246 · end of year $460,181
-
9 · Prepaid expenses and deferred charges
beginning of year $28,038 · end of year $12,681
-
11 · Investments: publicly traded securities
beginning of year $15,843,859 · end of year $17,893,531
-
17 · Accounts payable and accrued expenses
beginning of year $8,937 · end of year $21,686
-
19 · Deferred revenue
beginning of year $7,843 · end of year $9,277
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $18,594,584 · end of year $22,153,351
Mission and programs · 2024
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS.
-
THE PLAN PROVIDES MEDICAL, PRESCRIPTION DRUG, DENTAL, VISION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS AND BENEFICIARIES IN ACCORDANCE WITH PLAN DOCUMENTS. IN ADDITION, THE PLAN PROVIDES CERTAIN HEALTHCARE BENEFITS FOR ELIGIBLE RETIRED PARTICIPANTS WHO MAKE CONTRIBUTIONS TO THE PLAN.
As filed on the 2024 return.
Listed in Part VII
-
Andrew PeltierANDREW PELTIER
TRUSTEE
- Total calculated
- $146,384
- From this org
- $0
- From related orgs
- $128,017
- Other
- $18,367
- Hours/week
- 0.5
-
Grant WhalenGRANT WHALEN
TRUSTEE / ALT TRUSTEE-PAST
- Total calculated
- $133,623
- From this org
- $0
- From related orgs
- $105,174
- Other
- $28,449
- Hours/week
- 0.5
-
Ingrid VendelaINGRID VENDELA
TRUSTEE / ALT TRUSTEE-PAST
- Total calculated
- $83,678
- From this org
- $0
- From related orgs
- $70,343
- Other
- $13,335
- Hours/week
- 0.5
-
Julie HeitalaJULIE HEITALA
TRUSTEE - ALTERNATE
- Total calculated
- $0
- Hours/week
- 0.5
-
Meredith DietteMEREDITH DIETTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Mike SaxonMIKE SAXON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Nicholas BernardyNICHOLAS BERNARDY
TRUSTEE - ALTERNATE
- Total calculated
- $20,931
- From this org
- $0
- From related orgs
- $17,283
- Other
- $3,648
- Hours/week
- 0.5
-
Rick KlineRICK KLINE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.5
-
Scott LambertSCOTT LAMBERT
TRUSTEE - ALTERNATE - PAST
- Total calculated
- $0
- Hours/week
- 0.5
-
Sherman PhillipsSHERMAN PHILLIPS
TRUSTEE-PAST
- Total calculated
- $0
- Hours/week
- 0.5
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS DISTRICT 77
CONTRIBUTING EMPLOYER
-
ST PAUL LABOR STUDIES & RESOURCE CENTER
CONTRIBUTING EMPLOYER
-
INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS DISTRICT 5
CONTRIBUTING EMPLOYER
-
INTERNATIONAL ASSOCIATION OF MACHINISTS & AEROSPACE WORKERS DISTRICT 66
CONTRIBUTING EMPLOYER
Taxable family on this return
Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.
Related partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
WALSER AUTOMOTIVE GROUP
CONTRIBUTING EMPLOYER
-
ROSEDALE CHEVROLET LLC
CONTRIBUTING EMPLOYER
-
SUBURBAN CHEVROLET LLC
CONTRIBUTING EMPLOYER
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
ALJON TOOL INCORPORATED
CONTRIBUTING EMPLOYER
-
ALLSTATE PETERBILT GROUP
CONTRIBUTING EMPLOYER
-
BARNETT COMPANIES INC
CONTRIBUTING EMPLOYER
-
BUERKLE COMPANY
CONTRIBUTING EMPLOYER
-
CULLIGAN SOFT WATER SERVICE COMPANY
CONTRIBUTING EMPLOYER
-
FURY MOTORS INC
CONTRIBUTING EMPLOYER
-
SAXON AUTO GROUP
CONTRIBUTING EMPLOYER
-
LARSEN'S MANUFACTURING COMPANY
CONTRIBUTING EMPLOYER
-
MERIT CHEVROLET CO
CONTRIBUTING EMPLOYER
-
MIDWAY FORD COMPANY
CONTRIBUTING EMPLOYER
-
MURPHY WAREHOUSE COMPANY
CONTRIBUTING EMPLOYER
-
RIHM FAMILY COMPANIES INC
CONTRIBUTING EMPLOYER
-
KLINE AUTOWORLD
CONTRIBUTING EMPLOYER
-
LUTHER AUTOMOTIVE GROUP
CONTRIBUTING EMPLOYER
-
SCHMELZ COUNTRYSIDE
CONTRIBUTING EMPLOYER
-
UNITED NATURAL FOODS INC
CONTRIBUTING EMPLOYER
-
WHITE BEAR LAKE SUPERSTORE
CONTRIBUTING EMPLOYER
-
WHITE BEAR LINCOLN INC
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 June 2026
- IRS schema version
- 2024v5.5
- Source object
- 202631669349300843
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