ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND

EIN: 416023455

BLOOMINGTON, MN

Total Revenue
$10,713,901
Total Expenses
$8,790,083
Total Assets
$18,611,364
Net Assets
$18,594,584
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Financial Vulnerability Assessment (Tuckman-Chang)

4 risk indicators measuring financial stability and operational resilience

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Financial Trends

Organization Details

Formation Year
1955
Legal Domicile
MN
Principal Officer
ANDREW PELTIER
Phone
9528540795
Tax Period
2023-08-01 to 2024-07-31

ST PAUL AUTO DEALERS AND DISTRICT 77 LODGE IAMAW JOINT FUND, founded in 1955, is a mid-sized nonprofit that reported $10.7M in total revenue in fiscal year 2023. The organization ran a surplus of $1.9M, a strong 18% operating margin.

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS.

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Trantor Score

Financial Health Score (300–850) · Liquidity · Solvency · Sustainability · Efficiency

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Liquidity (40%) • Solvency (30%) • Sustainability (20%) • Efficiency (10%)

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Financial Overview (2023)

Revenue Breakdown

Contributions & Grants $0
Program Service Revenue $10,060,961
Investment Income $647,441
Other Revenue $5,499
TOTAL REVENUE $10,713,901

Expense Breakdown

Grants Paid $0
Salaries & Benefits $0
Fundraising Expenses $0
Other Expenses $918,734
TOTAL EXPENSES $8,790,083

Year-over-Year Comparison

2023 2022 Change
Revenue $10,713,901 $10,355,381 +0.0%
Expenses $8,790,083 $10,559,958 -0.2%
Net Income $1,923,818 $-204,577 -10.4%
Key Indicators
✗ Grants to Organizations ✗ Grants to Individuals ✗ Lobbying ✗ Political Activity ✗ Foreign Activities ✗ Donor Advised Fund ✗ Schedule B Required
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Financial Health Indicators

Comprehensive financial analysis: Altman Z-Score, liquidity, solvency, sustainability, efficiency, and growth metrics

Financial Distress Indicator

Liquidity & Cash Position

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Altman Z-Score • Liquidity Ratios • Solvency Analysis • Growth Indicators • Efficiency Metrics

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Governance

Voting Members
6
Independent Members
4
Employees
N/A
Volunteers
N/A

Governance Policies

✗ Conflict of Interest Policy
✗ Whistleblower Policy
✓ Document Retention Policy

Special Practices & Reported Activities

✗ Operated a School
✗ Operated a Hospital
✗ Provided First Class Travel
✗ Reported Conflict of Interest
✗ Reported Asset Diversion
✗ Excess Benefit Transaction
✗ Made Political Expenditures
✗ Engaged in Lobbying
✗ Operated Donor Advised Fund
✗ Maintained Art Collections
✗ Filed Form 720

Compensation of Officers, Directors & Key Employees

Total Officers
0
$0
Total Directors
12
$597,065
Key Employees
0
$0
Highest Compensated
0
reported
Name Title Hours/Week Role Reportable Comp Other Comp Total
JOHN STEIGAUF TRUSTEE - PAST 0.50
Director
$0 $26,515 $151,032
MIKE SAXON TRUSTEE 0.50
Director
$0 $0 $0
RICK KLINE TRUSTEE 0.50
Director
$0 $0 $0
JOHN DUERSCHERL TRUSTEE - PAST 0.50
Director
$0 $26,515 $147,575
ANDREW PELTIER TRUSTEE 0.50
Director
$0 $18,168 $138,597
MEREDITH DIETTE TRUSTEE 0.50
Director
$0 $0 $0
SHERMAN PHILLIPS TRUSTEE 0.50
Director
$0 $18,168 $137,853
DAN LOUISMET TRUSTEE - ALTERNATE - PAST 0.50
Director
$0 $0 $0
SCOTT LAMBERT TRUSTEE - ALTERNATE 0.50
Director
$0 $0 $0
GRANT WHALEN TRUSTEE - ALTERNATE 0.50
Director
$0 $5,136 $22,008
INGRID VENDELA TRUSTEE - ALTERNATE 0.50
Director
$0 $0 $0
JULIE HEITALA TRUSTEE - ALTERNATE 0.50
Director
$0 $0 $0
Note: Compensation data is self-reported by the organization on their Form 990. "Reportable Comp" includes salary, bonuses, and other reportable compensation from the organization and related organizations. "Other Comp" includes benefits, deferred compensation, and non-taxable benefits.

Historical Data

Year Revenue Expenses Assets Net Income
2024 $10,713,901 $8,790,083 $18,611,364 $1,923,818
2023 $10,355,381 $10,559,958 $15,826,469 $-204,577
2022 $8,988,928 $8,664,308 $15,830,103 $324,620
2021 $6,840,517 $7,553,201 $6,441,158 $-712,684
2020 $6,876,341 $6,389,576 $7,216,433 $486,765
2019 $7,690,802 $6,785,951 $6,562,884 $904,851
2018 $7,013,431 $6,214,442 $5,588,011 $798,989
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