Nonprofit · EIN 41-1305411
SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $21,966,603 | $18,003,800 | $3,962,803 | $86,056,207 | $2,466,363 | $83,589,844 |
| June 30, 2024 | 990 | $21,656,471 | $17,935,311 | $3,721,160 | $75,158,458 | $861,069 | $74,297,389 |
| June 30, 2023 | 990 | $18,130,367 | $13,563,131 | $4,567,236 | $65,719,238 | $1,088,018 | $64,631,220 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $19,659,974
- Investment income
- $2,306,629
- Net gain from sales of assets
- $184,190
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $17,547,863
- Compensation of officers, directors and key employees
- $1,726
- Salaries, compensation and benefits (total)
- $2,441
- Professional fundraising fees
- $0
- Legal fees
- $36,547
- Accounting fees
- $22,115
- Travel
- $415
Balance sheet and other
- Total assets, start of year
- $75,158,458
- Total assets, end of year
- $86,056,207
- Total liabilities, end of year
- $2,466,363
- Net assets, end of year
- $83,589,844
- Publicly traded securities
- $79,593,808
- Gross receipts
- $34,269,638
- Employees
- 34
- Volunteers
- 0
- Year formed
- 1977
- State of legal domicile
- MN
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 June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN CARDELL | TRUSTEE Trustee or director | 0.5 | $0 | $148,755 | $51,145 |
| SEAN SANNES | TRUSTEE Trustee or director | 0.5 | $1,508 | $13,087 | $5,162 |
| DEAN HOGSTAD | TRUSTEE Trustee or director | 0.5 | $1,396 | $0 | $648 |
| STEVEN OLSON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| KRISTIN CAUSBY | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MARK DRAPER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DON HAMEISTER | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| JASON TENTIS | TRUSTEE - PAST Trustee or director | 0.5 | $0 | $0 | $0 |
| PHIL SCHRACK | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended June 30, 2024: 8 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN CARDELL | TRUSTEE Trustee or director | 0.45 | $0 | $137,954 | $50,283 |
| SEAN SANNES | TRUSTEE Trustee or director | 0.45 | $1,255 | $14,685 | $5,168 |
| DEAN HOGSTAD | TRUSTEE Trustee or director | 0.45 | $1,114 | $0 | $0 |
| STEVEN OLSON | TRUSTEE Trustee or director | 0.45 | $97 | $60 | $0 |
| KRISTIN CAUSBY | TRUSTEE Trustee or director | 0.45 | $0 | $0 | $0 |
| MARK DRAPER | TRUSTEE Trustee or director | 0.45 | $0 | $0 | $0 |
| DON HAMEISTER | TRUSTEE Trustee or director | 0.45 | $0 | $0 | $0 |
| JASON TENTIS | TRUSTEE Trustee or director | 0.45 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 10 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| STEVEN CARDELL | TRUSTEE Trustee or director | 0.45 | $0 | $63,529 | $23,250 |
| CHAD KATZUNG | TRUSTEE-PAST Trustee or director | 0.45 | $0 | $71,417 | $14,189 |
| DEAN HOGSTAD | TRUSTEE Trustee or director | 0.45 | $636 | $64,192 | $13,161 |
| SEAN SANNES | TRUSTEE Trustee or director | 0.45 | $886 | $11,126 | $4,438 |
| DON HAMEISTER | TRUSTEE Trustee or director | 0.45 | $1,266 | $0 | $0 |
| JASON TENTIS | TRUSTEE Trustee or director | 0.45 | $1,109 | $0 | $0 |
| STEVEN OLSON | TRUSTEE Trustee or director | 0.45 | $31 | $0 | $0 |
| DAVID MANDERSON | TRUSTEE-PAST Trustee or director | 0.45 | $0 | $0 | $0 |
| MARK DRAPER | TRUSTEE Trustee or director | 0.45 | $0 | $0 | $0 |
| KRISTIN CAUSBY | TRUSTEE Trustee or director | 0.45 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 300, BLOOMINGTON, MN 55425-1603
- Principal officer (990 for 2024)
- KRISTIN CAUSBY, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
- Signed the 990
- KRISTIN CAUSBY, TRUSTEE
- Phone
- (952) 854-0795
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS
Program accomplishments
- THE PLAN PROVIDES MEDICAL, DENTAL, PRESCRIPTION DRUG, DISABILITY AND DEATH BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS OR BENEFICIARIES.
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 June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 41-1305411
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1977
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $86,056,207
- Income (IRS master file)
- $34,269,638
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $21,966,603 | $18,003,800 | $86,056,207 | IRS |
| 990 | June 2024 | $21,656,471 | $17,935,311 | $75,158,458 | IRS |
| 990 | June 2023 | $18,130,367 | $13,563,131 | $65,719,238 | XML |
| 990 | June 2022 | $17,053,059 | $16,922,112 | $55,498,601 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 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 41-1305411).
Questions about SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN
- What is the EIN of SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN?
- The employer identification number (EIN) of SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN is 41-1305411.
- Is SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1977.
- Are donations to SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN 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 SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN?
- The 990 for the year ended June 30, 2025 names KRISTIN CAUSBY.
- Who are the officers and directors of SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN?
- The 990 for the year ended June 30, 2025 lists 9 people; 2 received compensation from the organization.
- How much revenue does SOUTH CENTRAL MINNESOTA ELECTRICAL WORKERS INDUSTRY WELFARE PLAN have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $21,966,603, expenses of $18,003,800 and total assets of $86,056,207 at year end.
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