Nonprofit · EIN 39-6069788
NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 (amended) | $97,027,020 | $106,246,792 | -$9,219,772 | $124,633,675 | $647,964 | $123,985,711 |
| December 31, 2023 | 990 | $87,686,404 | $100,784,909 | -$13,098,505 | $135,714,913 | $540,385 | $135,174,528 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $86,179,957
- Investment income
- $10,532,202
- Net gain from sales of assets
- $6,886,201
- Other revenue
- $314,861
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $102,666,698
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $260,587
- Accounting fees
- $44,914
Balance sheet and other
- Total assets, start of year
- $135,714,913
- Total assets, end of year
- $124,633,675
- Total liabilities, end of year
- $647,964
- Net assets, end of year
- $123,985,711
- Publicly traded securities
- $72,883,217
- Gross receipts
- $148,873,888
- Employees
- 0
- Volunteers
- 18
- Year formed
- 1963
- State of legal domicile
- WI
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK NILSEN | LABOR TRUSTEE Trustee or director | 1 | $0 | $338,371 | $174,081 |
| BURT JOHNSON | LABOR TRUSTEE, SECRETARY/TREASURER Trustee or director, Officer | 1 | $0 | $233,933 | $137,255 |
| WAYNE NORDIN | LABOR TRUSTEE Trustee or director | 1 | $0 | $219,926 | $137,012 |
| BOB BARKER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $289,756 | $46,172 |
| DAVID COENEN | LABOR TRUSTEE Trustee or director | 1 | $0 | $184,806 | $111,883 |
| PAT RODRIGUEZ | LABOR TRUSTEE Trustee or director | 1 | $0 | $176,109 | $111,335 |
| MICHAEL ADAMAVICH | LABOR TRUSTEE Trustee or director | 1 | $0 | $159,526 | $102,422 |
| APOLONIO DURAN | LABOR TRUSTEE Trustee or director | 1 | $0 | $144,956 | $95,090 |
| KEVIN HENNESSEY | LABOR TRUSTEE Trustee or director | 1 | $0 | $142,498 | $94,485 |
| SCOTT WATSON | LABOR TRUSTEE Trustee or director | 1 | $0 | $142,481 | $94,471 |
| DEREK ALLEN | MANAGEMENT TRUSTEE, CHAIRMAN Trustee or director, Officer | 1 | $0 | $189,870 | $35,210 |
| COREY BIALCIK | LABOR TRUSTEE Trustee or director | 1 | $0 | $96,333 | $65,104 |
| MIKE SHEA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BARRY SCHOLZ | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES MARTIN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
7 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| SAM GABRILSKA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ERIC BALLWEG | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| DAVE SMESTAD | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| SID SAMUELS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ALLISON KNAUTZ | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| ROBERT SEIBEL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
| JOHN WAGNER | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK NILSEN | LABOR TRUSTEE Trustee or director | 1 | $0 | $319,928 | $86,273 |
| ROBERT BARKER | TRUSTEE, SECRETARY/TREASUR Trustee or director, Officer | 1 | $0 | $277,440 | $47,774 |
| BURT JOHNSON | TRUSTEE, CHAIRMAN Trustee or director, Officer | 1 | $0 | $225,271 | $76,374 |
| WAYNE NORDIN | LABOR TRUSTEE Trustee or director | 1 | $0 | $207,950 | $79,084 |
| COREY BIALCIK | LABOR TRUSTEE Trustee or director | 1 | $0 | $157,863 | $66,136 |
| DAVID COENEN | LABOR TRUSTEE Trustee or director | 1 | $0 | $157,863 | $66,136 |
| PAT RODRIGUEZ | LABOR TRUSTEE Trustee or director | 1 | $0 | $138,112 | $66,136 |
| MICHAEL ADAMAVICH | LABOR TRUSTEE Trustee or director | 1 | $0 | $124,301 | $59,522 |
| SCOTT WATSON | LABOR TRUSTEE Trustee or director | 1 | $0 | $118,382 | $59,522 |
| APOLONIO DURAN | LABOR TRUSTEE Trustee or director | 1 | $0 | $118,382 | $59,522 |
| CHRIS HILL | LABOR TRUSTEE Trustee or director | 1 | $0 | $78,076 | $41,305 |
| MIKE SHEA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT SIEBEL | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| BARRY SCHOLZ | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JAMES MARTIN | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SAM GABRILSKA | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| ERIC BALLWEG | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| DAVE SMESTAD | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| SID SAMUELS | MANAGEMENT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
- Principal officer (990 for 2024)
- DEREK ALLEN, PO BOX 4002, EAU CLAIRE, WI 54702
- Signed the 990
- DEREK ALLEN, CHAIRMAN
- Phone
- (715) 835-3174
- Website
- WWW.NCSCBF.COM
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDE SELF FUNDED BENEFITS FOR APPROXIMATELY 5,949 UNION MEMBERS AND THEIR DEPENDENTS. TO PAY FOR INSURANCE PREMIUMS FOR TRANSPLANT COVERAGE FOR MEMBERS AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 39-6069788
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1964
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $124,633,675
- Income (IRS master file)
- $148,873,888
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $97,027,020 | $106,246,792 | $124,633,675 | XML |
| 990 | December 2023 | $87,686,404 | $100,784,909 | $135,714,913 | XML |
| 990 | December 2022 | $82,389,191 | $87,060,221 | $139,652,826 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-6069788).
Questions about NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND
- What is the EIN of NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND?
- The employer identification number (EIN) of NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND is 39-6069788.
- Is NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1964.
- Are donations to NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND?
- The 990 for the year ended December 31, 2024 names DEREK ALLEN.
- Who are the officers and directors of NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND?
- The 990 for the year ended December 31, 2024 lists 22 people; 0 received compensation from the organization.
- How much revenue does NORTH CENTRAL STATES REGIONAL COUNCIL OF CARPENTERS HEALTH FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $97,027,020, expenses of $106,246,792 and total assets of $124,633,675 at year end.
Other nonprofits in BLOOMINGTON
- HEALTHPARTNERS INC EIN 41-1693838 · last filed 990 for 2024
- GROUP HEALTH INC EIN 41-0797853 · last filed 990 for 2024
- REGIONS HOSPITAL EIN 41-0956618 · last filed 990 for 2024
- INTERNATIONAL OPERATING ENGINEERS UNION 49 HEALTH AND WELFARE FUND EIN 23-7015120 · last filed 990 for 2025
- CARPENTERS & JOINERS WELFARE FUND EIN 41-6024791 · last filed 990 for 2024
- PARK NICOLLET HEALTH SERVICES EIN 36-3465840 · last filed 990 for 2024
- BOILERMAKERS NATIONAL HEALTH & WELFARE FUND EIN 36-6090694 · last filed 990 for 2024
- LAKEVIEW MEMORIAL HOSPITAL ASSOCIATION INC EIN 41-0811697 · last filed 990 for 2024