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← PROFESSIONAL AND COMMERCIAL TRADES HEALTH AND WELLNESS FUND

Form 990 for tax year 2023

Filed by PROFESSIONAL AND COMMERCIAL TRADES HEALTH AND WELLNESS FUND.

Totals

Total revenue
$86,155
Total expenses
$39,021
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,664
Investment income
$0
Other revenue
$84,491
Total assets, end of year
$718,052
Total liabilities, end of year
$1,353
Net assets or fund balances, end of year
$716,699
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
not reported

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: SELF FUNDED BENEFITS

    total $1,664 · related or exempt $1,664

  • 11a · Other revenue: SETTLEMENT

    total $84,491 · related or exempt $84,491

  • 11e · Other revenue, total

    $84,491

Functional expenses

Part IX, the statement of functional expenses.

  • 11a · Fees: management

    total $19,835

  • 11c · Fees: accounting

    total $370

  • 13 · Office expenses

    total $10

  • 23 · Insurance

    total $13,262

  • 24a · Other expenses: REFUND PAYMENTS

    total $5,517

  • 24b · Other expenses: BANKING FEES

    total $27

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $671,861 · end of year $718,052

  • 17 · Accounts payable and accrued expenses

    beginning of year $200 · end of year $200

  • 25 · Other liabilities

    beginning of year $2,096 · end of year $1,153

  • 29 · Capital stock, trust principal or current funds

    beginning of year $0 · end of year $0

  • 30 · Paid-in or capital surplus, or land, building or equipment fund

    beginning of year $0 · end of year $0

  • 31 · Retained earnings, endowment or other funds

    beginning of year $669,565 · end of year $716,699

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO EMPLOYEES AND OTHER ELIGIBLE PERSONS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PERSONS.

As filed on the 2023 return.

Listed in Part VII

  • Marla Donati

    TRUSTEE

    Total calculated
    $141,591
    From this org
    $0
    From related orgs
    $126,799
    Other
    $14,792
    Hours/week
    5 + 35 related

  • Mike Frenna

    TRUSTEE

    Total calculated
    $141,812
    From this org
    $0
    From related orgs
    $126,799
    Other
    $15,013
    Hours/week
    5 + 35 related

  • Gordon Hinkle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 35 related

  • John Heise

    SECRETARY

    Total calculated
    $234,248
    From this org
    $0
    From related orgs
    $210,362
    Other
    $23,886
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $173,690 related
    Bonus
    $0 + $26,500 related
    Other
    $0 + $10,172 related
    Deferred
    $0 + $7,190 related
    Nontaxable benefits
    $0 + $16,696 related
    Filer's total
    $0 + $234,248 related

  • Bret Slusser

    TRUSTEE

    Total calculated
    $195,388
    From this org
    $0
    From related orgs
    $171,902
    Other
    $23,486
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $157,440 related
    Bonus
    $0 + $1,500 related
    Other
    $0 + $12,962 related
    Deferred
    $0 + $6,790 related
    Nontaxable benefits
    $0 + $16,696 related
    Filer's total
    $0 + $195,388 related

  • Allison Fuller

    CHAIR

    Total calculated
    $0
    Hours/week
    5 + 35 related

  • John Frahm

    TRUSTEE

    Total calculated
    $179,781
    From this org
    $0
    From related orgs
    $164,676
    Other
    $15,105
    Hours/week
    5 + 35 related

    Schedule J breakdown matched by us

    Base
    $0 + $164,676 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0 + $15,105 related
    Filer's total
    $0 + $179,781 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2023
Filed
6 November 2024
IRS schema version
2023v5.1
Source object
202433169349302963

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