Form 990 for tax year 2024
Filed by SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND.
Totals
- Total revenue
- $9,940,347
- Total expenses
- $11,758,141
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $9,020,679
- Investment income
- $314,360
- Other revenue
- $605,308
- Total assets, end of year
- $8,967,260
- Total liabilities, end of year
- $403,796
- Net assets or fund balances, end of year
- $8,563,464
- Program services expenses (Part IX)
- $11,152,901
- Management and general expenses
- $605,240
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $11,152,901
Program services were 94.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: PROGRAM SERVICE REVENUE
total $9,020,679 · related or exempt $9,020,679
-
3 · Investment income
total $340,159 · related or exempt $340,159
-
7a · Gross sales of assets other than inventory
other assets $14,466,453
-
7b · Less cost or other basis and sales expenses
other assets $14,492,252
-
7c · Gain or loss
other assets -$25,799
-
7d · Net gain or loss
total -$25,799 · related or exempt -$25,799
-
11a · Other revenue: STOP LOSS REIMBURSEMENTS
total $439,944 · related or exempt $439,944
-
11b · Other revenue: RETIREE DRUG SUBSIDY
total $164,397 · related or exempt $164,397
-
11c · Other revenue: OTHER INCOME
total $967 · related or exempt $967
-
11e · Other revenue, total
$605,308
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $11,152,901 · program services $11,152,901
-
5 · Compensation of officers, directors and key employees
total $20,400 · management and general $20,400
-
10 · Payroll taxes
total $1,234 · management and general $1,234
-
11a · Fees: management
total $339,284 · management and general $339,284
-
11b · Fees: legal
total $111,514 · management and general $111,514
-
11c · Fees: accounting
total $26,200 · management and general $26,200
-
11f · Fees: investment management
total $15,390 · management and general $15,390
-
11g · Fees: other
total $26,878 · management and general $26,878
-
13 · Office expenses
total $23,492 · management and general $23,492
-
16 · Occupancy
total $3,600 · management and general $3,600
-
19 · Conferences, conventions and meetings
total $3,886 · management and general $3,886
-
23 · Insurance
total $18,432 · management and general $18,432
-
24a · Other expenses: BANK CHARGES
total $8,546 · management and general $8,546
-
24b · Other expenses: PCORI TAX
total $4,559 · management and general $4,559
-
24c · Other expenses: DUES
total $1,825 · management and general $1,825
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $3,073,570 · end of year $978,580
-
4 · Accounts receivable
beginning of year $1,110,117 · end of year $1,417,987
-
9 · Prepaid expenses and deferred charges
beginning of year $7,660 · end of year $7,660
-
11 · Investments: publicly traded securities
beginning of year $6,224,838 · end of year $6,563,033
-
17 · Accounts payable and accrued expenses
beginning of year $228,019 · end of year $403,796
-
27 · Net assets without donor restrictions
beginning of year $10,188,166 · end of year $8,563,464
Mission and programs · 2024
Mission
PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS
-
SEE ADDITIONAL DATA
Expenses $11,152,901 · Revenue $9,020,679
As filed on the 2024 return.
Listed in Part VII
-
Warren T SmithWARREN T SMITH
TRUSTEE
- Total calculated
- $20,400
- From this org
- $20,400
- From related orgs
- $0
- Other
- $0
- Hours/week
- 39.5
-
Dana ClarkDANA CLARK
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
Joe ConleyJOE CONLEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Lee DenneyLEE DENNEY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
James EckJAMES ECK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Chad HudepohlCHAD HUDEPOHL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joe LauerJOE LAUER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Christopher NaegeleCHRISTOPHER NAEGELE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jason ParrJASON PARR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeff QvickJEFF QVICK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jim SherwoodJIM SHERWOOD
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jeremy TuriJEREMY TURI
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
Kyle YoungKYLE YOUNG
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those.
Grants on this return
No itemized grants to organizations on this return.
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 15 October 2025
- IRS schema version
- 2024v5.0
- Source object
- 202542889349303004
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