Form 990 for tax year 2023
Filed by NORTHERN MINNESOTA-WISCONSIN AREA RETAIL FOOD HEALTH & WELFARE FUND.
Totals
- Total revenue
- $15,603,368
- Total expenses
- $15,033,901
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $15,391,934
- Investment income
- $211,434
- Other revenue
- $0
- Total assets, end of year
- $9,691,808
- Total liabilities, end of year
- $47,338
- Net assets or fund balances, end of year
- $9,644,470
- 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 $14,435,041 · related or exempt $14,435,041
-
2b · Program service revenue: PRESCRIPTION DRUG REBATES
total $605,228 · related or exempt $605,228
-
2c · Program service revenue: PARTICIPANT AND RETIREE CONTRIBUT
total $347,862 · related or exempt $347,862
-
2d · Program service revenue: SUBROGATION SETTLEMENTS
total $3,803 · related or exempt $3,803
-
3 · Investment income
total $190,067 · excluded $190,067
-
7a · Gross sales of assets other than inventory
securities $2,850,242
-
7b · Less cost or other basis and sales expenses
securities $2,828,875
-
7c · Gain or loss
securities $21,367
-
7d · Net gain or loss
total $21,367 · excluded $21,367
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $14,138,614
-
11a · Fees: management
total $668,400
-
11b · Fees: legal
total $104,128
-
11c · Fees: accounting
total $22,510
-
11f · Fees: investment management
total $20,771
-
11g · Fees: other
total $46,731
-
13 · Office expenses
total $8,727
-
19 · Conferences, conventions and meetings
total $17,531
-
23 · Insurance
total $1,506
-
24a · Other expenses: FEES MANDATED BY ACA
total $4,983
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $281,322 · end of year $677,297
-
2 · Savings and temporary cash investments
beginning of year $427,427 · end of year $391,837
-
4 · Accounts receivable
beginning of year $1,610,842 · end of year $1,410,583
-
11 · Investments: publicly traded securities
beginning of year $6,471,378 · end of year $7,212,091
-
17 · Accounts payable and accrued expenses
beginning of year $18,710 · end of year $47,338
-
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 $8,772,259 · end of year $9,644,470
Mission and programs · 2023
Mission
PROVIDE HEALTH AND WELFARE BENEFITS
-
THE PLAN PROVIDES HEALTH CARE, PRESCRIPTION DRUG, VISION, DENTAL, DISABILITY AND LIFE INSURANCE BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
James GlebJAMES GLEB
TRUSTEE
- Total calculated
- $130,108
- From this org
- $0
- From related orgs
- $114,689
- Other
- $15,419
- Hours/week
- 1 + 50 related
-
Allen PrioloALLEN PRIOLO
TRUSTEE - ALTERNATE - PAST
- Total calculated
- $105,392
- From this org
- $0
- From related orgs
- $90,234
- Other
- $15,158
- Hours/week
- 1 + 50 related
-
Abraham WangnooABRAHAM WANGNOO
TRUSTEE
- Total calculated
- $112,393
- From this org
- $0
- From related orgs
- $96,669
- Other
- $15,724
- Hours/week
- 1 + 50 related
-
Stacy SpexetSTACY SPEXET
TRUSTEE
- Total calculated
- $107,120
- From this org
- $0
- From related orgs
- $91,431
- Other
- $15,689
- Hours/week
- 1 + 50 related
-
Adam EvenstadADAM EVENSTAD
TRUSTEE - ALTERNATE
- Total calculated
- $103,751
- From this org
- $0
- From related orgs
- $87,698
- Other
- $16,053
- Hours/week
- 1 + 50 related
-
Boyd HansonBOYD HANSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Courtney AndersonCOURTNEY ANDERSON
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Greg KremerGREG KREMER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Amy AndrewsAMY ANDREWS
TRUSTEE - ALTERNATE
- Total calculated
- $0
- Hours/week
- 1
-
David VadnaisDAVID VADNAIS
TRUSTEE - ALTERNATE
- Total calculated
- $0
- Hours/week
- 1
-
Bruce AndersonBRUCE ANDERSON
TRUSTEE - ALTERNATE - PAST
- 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.
-
NORTHERN MINNESOTA - WISCONSIN AREA RETAIL CLERKS PENSION FUND
401(A) · PROVIDES PENSION BENEFITS TO MEMBERS AND BENEFICIARIES · MN
-
IBEW LOCAL 242
CONTRIBUTING EMPLOYER
-
CITY OF REMER
CONTRIBUTING EMPLOYER
-
DULUTH LABOR TEMPLE ASSOCIATION
CONTRIBUTING EMPLOYER
-
NORTHEAST AREA LABOR COUNCIL
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.
-
VILLA COURT LLC
CONTRIBUTING EMPLOYER
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
JUBILEE FOODS
CONTRIBUTING EMPLOYER
-
DAMIANO CENTER
CONTRIBUTING EMPLOYER
-
DAN'S TRUCKING
CONTRIBUTING EMPLOYER
-
FRANCISCAN HEALTH CARE CENTER
CONTRIBUTING EMPLOYER
-
INTERFAITH CARE CENTER INC
CONTRIBUTING EMPLOYER
-
IRON RIVER CO-OP
CONTRIBUTING EMPLOYER
-
LABOR WORLD INC
CONTRIBUTING EMPLOYER
-
LICARI LARSEN & CO
CONTRIBUTING EMPLOYER
-
OAKLAND PARK COMMUNITIES INC
CONTRIBUTING EMPLOYER
-
ST LUKE'S HOSPITAL
CONTRIBUTING EMPLOYER
-
VIEWCREST HEALTH CENTER INC
CONTRIBUTING EMPLOYER
-
WILSON-MCSHANE CORPORATION
CONTRIBUTING EMPLOYER
-
ZUPANCICH BROTHERS INC
CONTRIBUTING EMPLOYER
-
NASHWAUK MARKET
CONTRIBUTING EMPLOYER
-
MONARCH HEALTH MANAGEMENT
CONTRIBUTING EMPLOYER
-
MT ROYAL FINE FOODS
CONTRIBUTING EMPLOYER
-
MINER'S
CONTRIBUTING EMPLOYER
-
HOLMQUIST THERESE
CONTRIBUTING EMPLOYER
-
YONA SOLUTIONS
CONTRIBUTING EMPLOYER
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 4 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202423109349303837
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