Nonprofit · EIN 41-6024791
CARPENTERS & JOINERS WELFARE FUND
Tax-exempt · BLOOMINGTON, MN 55425
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $261,850,024 | $258,893,783 | $2,956,241 | $349,641,414 | $11,562,297 | $338,079,117 |
| December 31, 2023 | 990 | $256,942,032 | $234,047,339 | $22,894,693 | $341,734,795 | $14,907,125 | $326,827,670 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $253,594,661
- Investment income
- $8,252,587
- Net gain from sales of assets
- $2,332,871
- Other revenue
- $2,776
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $253,155,920
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $224,747
- Accounting fees
- $29,715
Balance sheet and other
- Total assets, start of year
- $341,734,795
- Total assets, end of year
- $349,641,414
- Total liabilities, end of year
- $11,562,297
- Net assets, end of year
- $338,079,117
- Publicly traded securities
- $129,304,186
- Gross receipts
- $285,662,475
- Employees
- 0
- Volunteers
- 19
- Year formed
- 1960
- 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 December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK NILSEN | UNION TRUSTEE, SECRETARY Trustee or director, Officer | 1 | $0 | $338,371 | $174,081 |
| BURT JOHNSON | UNION TRUSTEE Trustee or director | 1 | $0 | $233,933 | $137,255 |
| WAYNE NORDIN | UNION TRUSTEE Trustee or director | 1 | $0 | $219,926 | $137,012 |
| DOMINIC ANDRIST | UNION TRUSTEE Trustee or director | 3 | $0 | $168,246 | $113,673 |
| RICHARD KOLODZIEJSKI | UNION TRUSTEE/ALTERNATE Trustee or director | 2 | $0 | $168,246 | $113,673 |
| MARK KESSENICH | MGT TRUSTEE Trustee or director | 1 | $0 | $202,124 | $43,220 |
| JAMES ANDERSON | UNION TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $131,751 | $101,107 |
| SHAUN COATES | UNION TRUSTEE Trustee or director | 1 | $0 | $127,988 | $101,112 |
| RYAN PECINVOSKY | UNION TRUSTEE/ALTERNATE Trustee or director | 2 | $0 | $125,482 | $95,821 |
| MIKE SCHECHTER | MGT TRUSTEE/ALTERNATE Trustee or director | 2 | $0 | $172,662 | $44,593 |
| AMANDA HEISER | UNION TRUSTEE/ALTERNATE Trustee or director | 2 | $0 | $102,544 | $78,918 |
| COREY BIALCIK | UNION TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $96,333 | $65,104 |
| AMY THOMPSON | MGT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOE CONROY | MGT TRUSTEE Trustee or director | 2 | $0 | $0 | $0 |
| JOHN NESSE | MGT TRUSTEE, CHAIRMAN Trustee or director, Officer | 2 | $0 | $0 | $0 |
4 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| MARTHA HENRICKSON | MGT TRUSTEE/ALTERNATE Trustee or director | 1 | $0 |
| MATTHEW MARCELLIS | MGT TRUSTEE/ALTERNATE Trustee or director | 1 | $0 |
| PETER DONNINO | MGT TRUSTEE Trustee or director | 1 | $0 |
| SHAWN COTTER | MGT TRUSTEE/ALTERNATE Trustee or director | 2 | $0 |
990 for the year ended December 31, 2023: 19 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| PATRICK NILSEN | UNION TRUSTEE, SECRETARY Trustee or director, Officer | 1 | $0 | $319,928 | $166,255 |
| BURT JOHNSON | UNION TRUSTEE Trustee or director | 1 | $0 | $225,271 | $132,692 |
| WAYNE NORDIN | UNION TRUSTEE Trustee or director | 1 | $0 | $207,950 | $131,071 |
| DOMINIC ANDRIST | UNION TRUSTEE Trustee or director | 1 | $0 | $157,863 | $108,897 |
| COREY BIALCIK | UNION TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $157,863 | $105,601 |
| RICHARD KOLODZIEJSKI | UNION TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $142,621 | $98,950 |
| SHAUN COATES | UNION TRUSTEE Trustee or director | 1 | $0 | $118,382 | $95,670 |
| RYAN PECINVOSKY | UNION TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $118,382 | $92,082 |
| DIEGO MORALES | UNION TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $117,916 | $91,724 |
| AMANDA HEISER | UNION TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $32,628 | $25,753 |
| PETER DONNINO | MGT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MARTHA HENRICKSON | MGT TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $0 | $0 |
| JOHN NESSE | MGT TRUSTEE, CHAIRMAN Trustee or director, Officer | 1 | $0 | $0 | $0 |
| SHAWN COTTER | MGT TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $0 | $0 |
| MIKE SCHECHTER | MGT TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $0 | $0 |
| AMY THOMPSON | MGT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| JOE CONROY | MGT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
| MATTHEW MARCELLIS | MGT TRUSTEE/ALTERNATE Trustee or director | 1 | $0 | $0 | $0 |
| MARK KESSENICH | MGT TRUSTEE Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3001 METRO DR STE 500, BLOOMINGTON, MN 55425-1617
- In care of
- % CARPENTERS & JOINERS WELFARE FUND
- Principal officer (990 for 2024)
- PATRICK NILSEN, 3001 METRO DRIVE 500, BLOOMINGTON, MN 55425
- Signed the 990
- PATRICK NILSEN, SECRETARY
- Phone
- (952) 854-0795
- Return prepared by
- CLIFTONLARSONALLEN LLP
Mission
PROVIDE HEALTH AND WELFARE BENEFITS PURSUANT TO A COLLECTIVE BARGAINING AGREEMENT.
Program accomplishments
- SELF-FUNDED BENEFITS FOR APPROXIMATELY 14,715 UNION 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
- 41-6024791
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1963
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $349,641,414
- Income (IRS master file)
- $285,662,475
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $261,850,024 | $258,893,783 | $349,641,414 | IRS |
| 990 | December 2023 | $256,942,032 | $234,047,339 | $341,734,795 | XML |
| 990 | December 2022 | $261,890,084 | $225,512,340 | $304,862,000 | 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 41-6024791).
Questions about CARPENTERS & JOINERS WELFARE FUND
- What is the EIN of CARPENTERS & JOINERS WELFARE FUND?
- The employer identification number (EIN) of CARPENTERS & JOINERS WELFARE FUND is 41-6024791.
- Is CARPENTERS & JOINERS WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1963.
- Are donations to CARPENTERS & JOINERS WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does CARPENTERS & JOINERS WELFARE 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 CARPENTERS & JOINERS WELFARE 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 CARPENTERS & JOINERS WELFARE 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 CARPENTERS & JOINERS WELFARE FUND?
- The 990 for the year ended December 31, 2024 names PATRICK NILSEN.
- Who are the officers and directors of CARPENTERS & JOINERS WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 19 people; 0 received compensation from the organization.
- How much revenue does CARPENTERS & JOINERS WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $261,850,024, expenses of $258,893,783 and total assets of $349,641,414 at year end.
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