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← MILWAUKEE ELECTRICAL INDUSTRY VACATION - HOLIDAY PLAN

Form 990 for tax year 2024

Filed by MILWAUKEE ELECTRICAL INDUSTRY VACATION - HOLIDAY PLAN.

Totals

Total revenue
$18,916,439
Total expenses
$16,216,540
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$18,142,067
Investment income
$774,372
Other revenue
$0
Total assets, end of year
$20,694,769
Total liabilities, end of year
$169,476
Net assets or fund balances, end of year
$20,525,293
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: CONTRACTOR CONTRIBUTIONS

    total $18,142,067 · related or exempt $18,142,067

  • 3 · Investment income

    total $676,132 · excluded $676,132

  • 7a · Gross sales of assets other than inventory

    securities $44,233,068

  • 7b · Less cost or other basis and sales expenses

    securities $44,134,828

  • 7c · Gain or loss

    securities $98,240

  • 7d · Net gain or loss

    total $98,240 · excluded $98,240

Functional expenses

Part IX, the statement of functional expenses.

  • 11b · Fees: legal

    total $27,543

  • 11c · Fees: accounting

    total $45,725

  • 11f · Fees: investment management

    total $55,133

  • 13 · Office expenses

    total $43,107

  • 16 · Occupancy

    total $14,056

  • 22 · Depreciation, depletion and amortization

    total $3,846

  • 23 · Insurance

    total $21,617

  • 24a · Other expenses: BENEFITS PROVIDED TO PA

    total $15,651,438

  • 24b · Other expenses: OFFICE ADMINISTRATION F

    total $189,023

  • 24c · Other expenses: EQUIPMENT RENTAL & MAIN

    total $155,197

  • 24d · Other expenses: MISCELLANEOUS EXPENSES

    total $9,855

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $953,692 · end of year $835,111

  • 2 · Savings and temporary cash investments

    beginning of year $1,284,231 · end of year $1,821,160

  • 4 · Accounts receivable

    beginning of year $3,531 · end of year $4,199

  • 10a · Land, buildings and equipment: cost or other basis

    $139,850

  • 10b · Land, buildings and equipment: accumulated depreciation

    $123,503

  • 10c · Land, buildings and equipment, net

    beginning of year $20,193 · end of year $16,347

  • 11 · Investments: publicly traded securities

    beginning of year $15,415,455 · end of year $17,802,471

  • 15 · Other assets

    beginning of year $141,970 · end of year $215,481

  • 17 · Accounts payable and accrued expenses

    beginning of year $96,363 · end of year $120,578

  • 25 · Other liabilities

    beginning of year $59,942 · end of year $48,898

  • 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 $17,662,767 · end of year $20,525,293

Mission and programs · 2024

Mission

PROVIDES VACATION/HOLIDAY BENEFITS TO PARTICIPANTS

Activities or mission (Part I)

PROVIDES VACATION-HOLIDAY BENEFITS TO PARTICIPANTS

  • VACATION AND HOLIDAY BENEFITS PAID TO PARTICIPANTS

As filed on the 2024 return.

Listed in Part VII

  • MR JOHN JACOBS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MR RICK ROBERTS

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MR NICK CAMPBELL

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MS DAJEN BOHACEK

    TRUSTEE/SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MR GREGG SCHWISTER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • MR DANIEL REWOLINSKI

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

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.

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

Provenance

Return type
form_990
Tax year
2024
Filed
8 October 2025
IRS schema version
2024v5.2
Source object
202522829349300342

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