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Nonprofiteer
← SMART LOCAL UNION NO 36 VACATION FUND

Form 990 for tax year 2022

Filed by SMART LOCAL UNION NO 36 VACATION FUND.

Totals

Total revenue
$5,107,860
Total expenses
$9,166,976
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,092,101
Investment income
$6,770
Other revenue
$8,989
Total assets, end of year
$243,954
Total liabilities, end of year
$20,851
Net assets or fund balances, end of year
$223,103
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: PARTICIPANT CONTRIBUTI

    total $5,048,314 · related or exempt $5,048,314

  • 2b · Program service revenue: ADMINISTRATIVE FEES

    total $43,787 · related or exempt $43,787

  • 3 · Investment income

    total $6,770 · excluded $6,770

  • 11a · Other revenue: LIQUIDATED DAMAGES

    total $8,989 · excluded $8,989

  • 11e · Other revenue, total

    $8,989

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $9,064,360

  • 5 · Compensation of officers, directors and key employees

    total $8,734

  • 7 · Other salaries and wages

    total $28,600

  • 8 · Pension plan contributions

    total $9,962

  • 9 · Other employee benefits

    total $8,321

  • 10 · Payroll taxes

    total $2,794

  • 11b · Fees: legal

    total $2,805

  • 11c · Fees: accounting

    total $14,843

  • 13 · Office expenses

    total $3,847

  • 14 · Information technology

    total $4,859

  • 16 · Occupancy

    total $6,078

  • 19 · Conferences, conventions and meetings

    total $1,254

  • 23 · Insurance

    total $7,863

  • 24a · Other expenses: MISCELLANEOUS

    total $2,656

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $16

  • 2 · Savings and temporary cash investments

    beginning of year $3,456,252 · end of year $243,954

  • 4 · Accounts receivable

    beginning of year $830,043

  • 10a · Land, buildings and equipment: cost or other basis

    $5,504

  • 10b · Land, buildings and equipment: accumulated depreciation

    $5,504

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $262 · end of year $285

  • 25 · Other liabilities

    beginning of year $3,830 · end of year $20,566

  • 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 $4,282,219 · end of year $223,103

Mission and programs · 2022

Mission

VACATION SAVINGS PLAN

Activities or mission (Part I)

VACATION SAVINGS FUND

  • TO PROVIDE VACATION SAVINGS BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH THE PLAN DOCUMENT.

As filed on the 2022 return.

Listed in Part VII

  • RAY REASONS

    CO-CHAIRMAN, TRUSTEE

    Total calculated
    $231,043
    From this org
    $0
    From related orgs
    $154,362
    Other
    $76,681
    Hours/week
    0.2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $150,578 related
    Bonus
    $0
    Other
    $0 + $3,784 related
    Deferred
    $0 + $51,179 related
    Nontaxable benefits
    $0 + $25,502 related
    Filer's total
    $0 + $231,043 related

  • NEAL KRODINGER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • KEVIN SUITER

    CO-CHAIRMAN, TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • WILLIAM J MEEH

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.2

  • JEREMY SNYDER

    TRUSTEE

    Total calculated
    $200,515
    From this org
    $0
    From related orgs
    $128,262
    Other
    $72,253
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $124,911 related
    Bonus
    $0
    Other
    $0 + $3,351 related
    Deferred
    $0 + $46,751 related
    Nontaxable benefits
    $0 + $25,502 related
    Filer's total
    $0 + $200,515 related

  • DAN SUTTER

    TRUSTEE

    Total calculated
    $197,800
    From this org
    $0
    From related orgs
    $125,865
    Other
    $71,935
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $123,289 related
    Bonus
    $0
    Other
    $0 + $2,576 related
    Deferred
    $0 + $46,433 related
    Nontaxable benefits
    $0 + $25,502 related
    Filer's total
    $0 + $197,800 related

  • JUDITH MITCHELL

    ADMINISTRATIVE MANAGER

    Total calculated
    $176,426
    From this org
    $0
    From related orgs
    $132,117
    Other
    $44,309
    Hours/week
    2.75 + 52.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $132,117 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,274 related
    Nontaxable benefits
    $0 + $20,035 related
    Filer's total
    $0 + $176,426 related

  • CATHERINE DOBRYNSKI

    CONTROLLER

    Total calculated
    $166,150
    From this org
    $0
    From related orgs
    $121,841
    Other
    $44,309
    Hours/week
    5.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $121,841 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,274 related
    Nontaxable benefits
    $0 + $20,035 related
    Filer's total
    $0 + $166,150 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

  • 3 · Written employment contract
  • 3 · Approval by the board or compensation committee

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
2022
Filed
3 November 2023
IRS schema version
2022v5.0
Source object
202333079349303063

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