Nonprofit · EIN 41-6023455
ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| July 31, 2025 | 990 | $10,960,457 | $8,322,828 | $2,637,629 | $22,184,314 | $30,963 | $22,153,351 |
| July 31, 2024 | 990 | $10,713,901 | $8,790,083 | $1,923,818 | $18,611,364 | $16,780 | $18,594,584 |
| July 31, 2023 | 990 | $10,355,381 | $10,559,958 | -$204,577 | $15,826,469 | $16,896 | $15,809,573 |
Financial details: 990 for the year ended July 31, 2025
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $10,378,680
- Investment income
- $581,777
- Net gain from sales of assets
- $5,848
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $7,380,384
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $25,089
- Accounting fees
- $23,774
Balance sheet and other
- Total assets, start of year
- $18,611,364
- Total assets, end of year
- $22,184,314
- Total liabilities, end of year
- $30,963
- Net assets, end of year
- $22,153,351
- Publicly traded securities
- $17,893,531
- Gross receipts
- $12,890,099
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1955
- 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 July 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| ANDREW PELTIER | TRUSTEE Trustee or director | 0.5 | $0 | $128,017 | $18,367 |
| GRANT WHALEN | TRUSTEE / ALT TRUSTEE-PAST Trustee or director | 0.5 | $0 | $105,174 | $28,449 |
| INGRID VENDELA | TRUSTEE / ALT TRUSTEE-PAST Trustee or director | 0.5 | $0 | $70,343 | $13,335 |
| NICHOLAS BERNARDY | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $17,283 | $3,648 |
| JULIE HEITALA | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $0 | $0 |
| MEREDITH DIETTE | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MIKE SAXON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RICK KLINE | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| SCOTT LAMBERT | TRUSTEE - ALTERNATE - PAST Trustee or director | 0.5 | $0 | $0 | $0 |
| SHERMAN PHILLIPS | TRUSTEE-PAST Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended July 31, 2024: 12 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN STEIGAUF | TRUSTEE - PAST Trustee or director | 0.5 | $0 | $124,517 | $26,515 |
| JOHN DUERSCHERL | TRUSTEE - PAST Trustee or director | 0.5 | $0 | $121,060 | $26,515 |
| ANDREW PELTIER | TRUSTEE Trustee or director | 0.5 | $0 | $120,429 | $18,168 |
| SHERMAN PHILLIPS | TRUSTEE Trustee or director | 0.5 | $0 | $119,685 | $18,168 |
| GRANT WHALEN | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $16,872 | $5,136 |
| MIKE SAXON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RICK KLINE | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MEREDITH DIETTE | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DAN LOUISMET | TRUSTEE - ALTERNATE - PAST Trustee or director | 0.5 | $0 | $0 | $0 |
| SCOTT LAMBERT | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $0 | $0 |
| INGRID VENDELA | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $0 | $0 |
| JULIE HEITALA | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $0 | $0 |
990 for the year ended July 31, 2023: 9 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| JOHN STEIGAUF | TRUSTEE Trustee or director | 0.5 | $0 | $115,428 | $28,783 |
| JOHN DUERSCHERL | TRUSTEE Trustee or director | 0.5 | $0 | $113,028 | $28,783 |
| ANDREW PELTIER | TRUSTEE Trustee or director | 0.5 | $0 | $108,895 | $19,677 |
| SHERMAN PHILLIPS | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $106,379 | $19,677 |
| MIKE SAXON | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| RICK KLINE | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| MEREDITH DIETTE | TRUSTEE Trustee or director | 0.5 | $0 | $0 | $0 |
| DAN LOUISMET | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $0 | $0 |
| SCOTT LAMBERT | TRUSTEE - ALTERNATE Trustee or director | 0.5 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 300, BLOOMINGTON, MN 55425-1603
- Principal officer (990 for 2024)
- ANDREW PELTIER, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
- Signed the 990
- ANDREW PELTIER, TRUSTEE
- Phone
- (952) 854-0795
- Return prepared by
- LEGACY PROFESSIONALS LLP
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS.
Program accomplishments
- 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.
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 July, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | July 31, 2026 | December 15, 2026 | Not due yet |
| 2024 | July 31, 2025 | December 15, 2025 | 990 on file |
| 2023 | July 31, 2024 | December 16, 2024 | 990 on file |
IRS record
- EIN
- 41-6023455
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1980
- Accounting year ends
- July
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $22,184,314
- Income (IRS master file)
- $12,890,099
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | July 2025 | $10,960,457 | $8,322,828 | $22,184,314 | XML |
| 990 | July 2024 | $10,713,901 | $8,790,083 | $18,611,364 | XML |
| 990 | July 2023 | $10,355,381 | $10,559,958 | $15,826,469 | XML |
| 990 | July 2022 | $8,988,928 | $8,664,308 | $15,830,103 | IRS |
| 990 | July 2021 | – | – | – | IRS |
| 990 | July 2020 | – | – | – | IRS |
| 990 | July 2019 | – | – | – | IRS |
| 990 | July 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 41-6023455).
Questions about ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND
- What is the EIN of ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND?
- The employer identification number (EIN) of ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND is 41-6023455.
- Is ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1980.
- Are donations to ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT 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 ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND due?
- The return for tax year 2025 (the year ending July 31, 2026) is due December 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended July 2025.
- Who is the principal officer of ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND?
- The 990 for the year ended July 31, 2025 names ANDREW PELTIER.
- Who are the officers and directors of ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND?
- The 990 for the year ended July 31, 2025 lists 10 people; 0 received compensation from the organization.
- How much revenue does ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND have?
- On its 990 for the year ended July 31, 2025 it reported revenue of $10,960,457, expenses of $8,322,828 and total assets of $22,184,314 at year end.
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