St Paul Auto Dealers and District 77 Lodge Iamaw Joint Fund: Nonprofit Profile, Financials & Form 990 (EIN 41-6023455)

Revenue by fiscal year
FY2020	$6.9M
FY2021	$6.8M
FY2022	$9.0M
FY2023	$10.4M
FY2024	$10.7M
FY2025	$11.0M

Expenses by fiscal year
FY2020	$6.4M
FY2021	$7.6M
FY2022	$8.7M
FY2023	$10.6M
FY2024	$8.8M
FY2025	$8.3M

Net assets by fiscal year
FY2020	$7.2M
FY2021	$6.4M
FY2022	$15.8M
FY2023	$15.8M
FY2024	$18.6M
FY2025	$22.2M

Is it real?

Yes. Never revoked by the IRS. Latest filing on record: FY2025. IRS ruling in Aug 1980.

IRS Pub. 78 · IRS Auto-Revocation List · IRS Business Master File

Who runs it and what they're paid

10 people listed on the 990.

Part VII, Section A · reportable compensation · most recent filed roster (FY2024); the FY2025 filing did not itemize Part VII

Andrew Peltier

Trustee

$0Pt VII · Sec A

Grant Whalen

Trustee / Alt Trustee-Past

$0Pt VII · Sec A

Ingrid Vendela

Trustee / Alt Trustee-Past

$0Pt VII · Sec A

Julie Heitala

Trustee - Alternate

$0Pt VII · Sec A

Meredith Diette

Trustee

$0Pt VII · Sec A

Mike Saxon

Trustee

$0Pt VII · Sec A

Nicholas Bernardy

Trustee - Alternate

$0Pt VII · Sec A

Rick Kline

Trustee

$0Pt VII · Sec A

See St Paul Auto Dealers and District 77 Lodge Iamaw Joint Fund executive salaries →

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Questions the 990 asks

The form asks each of these directly. These are the filed answers.

Family or business ties among officersPt VI · Ln 2No
Top official's pay set by an independent reviewPt VI · Ln 15aNo

Programs and updates

Offers health and welfare benefits to those in need.

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Provided by the organization

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1 program · in their own filed words · FY2024

01

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.

Pt IX · col B

Funders

Who pays for it.

From grant filings on record. Receipts are incomplete: individual donors are never listed.

By the numbers

The FY2025 990, line by line.

Download 990

from philanthropy.org

1The main four

Money inPt VIII

$11.0M

Ln 12

Fees for servicesLn 2g$10.4M

Investment incomeLn 3$582K

Money outPt IX

$8.3M

Ln 25

Owns and owesPt X

$22.2M

net assets · Ln 32

Cash and savingsLn 1–2$3.8M

Total assetsLn 16$22.2M

LiabilitiesLn 26$31K

PeoplePt VI, VII

10

listed · VII A

PaidVII A0

Voting boardVI 1a6

IndependentVI 1b3

2In more detail

Revenue in detailPt VIII

Fees for servicesLn 2g$10.4M

Investment incomeLn 3$582K

Gains on assetsLn 7$6K

Total revenueLn 12$11.0M

Assets in detailPt X, end of year

CashLn 1$3.2M

SavingsLn 2$596K

Cash and savings togetherLn 1–2$3.8M

InvestmentsLn 11–13$17.9M

Total assetsLn 16$22.2M

LiabilitiesLn 26$31K

Net assetsLn 32$22.2M

OperationsPt I, VI

EmployeesI 50

VolunteersI 60

Fiscal year endsHeaderJuly

Conflict-of-interest policyVI 12aNo

Whistleblower policyVI 13No

Records policyVI 14Yes

3Year over year

Balance sheet, start vs end of yearPt X · col A, B

Line	Start FY25	End FY25
Cash and savingsLn 1–2	$2.3M	$3.8M
InvestmentsLn 11–13	$15.8M	$17.9M
Total assetsLn 16	$18.6M	$22.2M
LiabilitiesLn 26	$17K	$31K
Net assetsLn 32	$18.6M	$22.2M

4Every line

Statement of functional expensesPt IX · every line

Line	Total	Programs	Management	Fundraising
Benefits paid to or for membersLn 4	$7.4M
Management feesLn 11a	$470K
Legal feesLn 11b	$25K
Accounting feesLn 11c	$24K
Investment management feesLn 11f	$77K
Other fees for servicesLn 11g	$319K
Office expensesLn 13	$5K
Conferences, conventions and meetingsLn 19	$491
InsuranceLn 23	$19K
Other expenses (24a–d)Ln 24	$3K
Total functional expensesLn 25	$8.3M

Filing history

Year	Money in	Money out	In minus out	Net assets	Download
FY2025 Latest Viewing	$11.0M	$8.3M	$2.6M	$22.2M	990 PDF
FY2024	$10.7M	$8.8M	$1.9M	$18.6M	990 PDF
FY2023	$10.4M	$10.6M	−$205K	$15.8M	990 PDF
FY2022	$9.0M	$8.7M	$325K	$15.8M	990 PDF
FY2021	$6.8M	$7.6M	−$713K	$6.4M	990 PDF
FY2020	$6.9M	$6.4M	$487K	$7.2M	990 PDF

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Schedules filed Part IV

III · Programs R · Related orgs G · Fundraising L · Interested persons I · Grants A · Public support O · Explanations

See the full FY2025 990 (6 parts)

Part I · Summary $10,960,457 revenue, 12 lines filed

I-8 Contributions and grantsPrior year $0$0

I-9 Program service revenuePrior year $10,060,961$10,378,680

I-10 Investment incomePrior year $647,441$581,777

I-11 Other revenuePrior year $5,499$0

I-12 Total revenuePrior year $10,713,901$10,960,457

I-13 Grants and similar amounts paidPrior year $0$0

I-14 Benefits paid to membersPrior year $7,871,349$7,380,384

I-15 Salaries and benefitsPrior year $0$0

I-16a Professional fundraising feesPrior year $0$0

I-17 Other expensesPrior year $918,734$942,444

I-18 Total expensesPrior year $8,790,083$8,322,828

I-19 Revenue less expensesPrior year $1,923,818$2,637,629

Part VI · Governance 3 of 6 board members independent, 3 to look at

VI-1a Voting members of the governing body6

VI-1b Independent voting members3

VI-12a Written conflict of interest policyNo

VI-13 Written whistleblower policyNo

VI-15a Process for setting top official's payNo

VI-2 Family or business relationship among officers or directorsNo

VI-14 Document retention and destruction policyYes

Part VIII · Statement of revenue $10,960,457 across 4 lines filed

VIII-2a-f Program service revenue, itemized rows (sum of 2a–2f as filed)Related to mission $10,378,680$10,378,680

VIII-3 Investment incomeExcluded from tax $575,929$575,929

VIII-7 Net gain or loss on sales of assetsExcluded from tax $5,848$5,848

VIII-12 Total revenueRelated to mission $10,378,680 · Unrelated business $0 · Excluded from tax $581,777$10,960,457

Part IX · Statement of functional expenses $8,322,828 across 10 lines filed

IX-4 Benefits paid to or for members$7,380,384

IX-11a Management fees$469,980

IX-11b Legal fees$25,089

IX-11c Accounting fees$23,774

IX-11f Investment management fees$76,946

IX-11g Other fees for services$318,780

IX-13 Office expenses$4,987

IX-19 Conferences, conventions and meetings$491

IX-23 Insurance$18,990

IX-24 Other expenses (24a–d)$3,407

IX-25 Total functional expenses$8,322,828

Part X · Balance sheet $22,184,314 assets, 11 lines filed

X-1 Cash, non-interest-bearingStart of year $2,313,550$3,221,431

X-2 Savings and temporary cash investmentsStart of year $20,671$596,490

X-4 Accounts receivableStart of year $405,246$460,181

X-9 Prepaid expenses and deferred chargesStart of year $28,038$12,681

X-11 Publicly traded securitiesStart of year $15,843,859$17,893,531

X-16 Total assetsStart of year $18,611,364$22,184,314

X-17 Accounts payable and accrued expensesStart of year $8,937$21,686

X-19 Deferred revenueStart of year $7,843$9,277

X-26 Total liabilitiesStart of year $16,780$30,963

X-32 Total net assets or fund balancesStart of year $18,594,584$22,153,351

X-33 Total liabilities and net assetsStart of year $18,611,364$22,184,314

Part XI · Reconciliation of net assets $22,153,351 net assets at year end

XI-1 Total revenue$10,960,457

XI-2 Total expenses$8,322,828

XI-3 Revenue less expenses$2,637,629

XI-4 Net assets at start of year$18,594,584

XI-5 Net unrealized gains (losses) on investments$921,138

XI-9 Other changes in net assets$0

XI-10 Net assets at end of year$22,153,351

Form 990 e-file (XML) FY2025 from the IRS · Classification, formation year and address from the IRS Business Master File

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St Paul Auto Dealers and District 77 Lodge Iamaw Joint Fund

Before you give

Is it real?

Who runs it and what they're paid

Questions the 990 asks

Programs and updates

Questions for St Paul Auto Dealers and District 77 Lodge Iamaw Joint Fund

Funders

Related Organizations

By the numbers

Filing history

Schedules filed Part IV