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Nonprofiteer
← SCHOOL ADMINISTRATORS WELFARE TRUST

Form 990 for tax year 2023

Filed by SCHOOL ADMINISTRATORS WELFARE TRUST.

Totals

Total revenue
$32,718,119
Total expenses
$31,294,136
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$32,517,578
Investment income
$200,541
Other revenue
$0
Total assets, end of year
$7,082,784
Total liabilities, end of year
$2,209,665
Net assets or fund balances, end of year
$4,873,119
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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: CONTRIBUTIONS

    total $26,385,115 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: SELF-PAY CONTRIBUTIONS

    total $158,804 · unrelated business $0 · excluded $0

  • 2c · Program service revenue: PERS CONTRIBUTIONS

    total $5,973,659 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $200,541 · unrelated business $0 · excluded $200,541

  • 11a · Other revenue: OTHER INCOME

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $30,717,698 · program services $0

  • 10 · Payroll taxes

    total -$10 · program services $0 · management and general $0 · fundraising $0

  • 11f · Fees: investment management

    total $9,036 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $22,578 · program services $0 · management and general $0 · fundraising $0

  • 24a · Other expenses: ASSOCIATION COST SHARING

    total $141,334 · program services $0 · management and general $0 · fundraising $0

  • 24b · Other expenses: ADMINISTRATIVE FEES

    total $229,075 · program services $0 · management and general $0 · fundraising $0

  • 24c · Other expenses: PROFESSIONAL FEES

    total $171,286 · program services $0 · management and general $0 · fundraising $0

  • 24d · Other expenses: BANK CHARGES

    total $3,139 · program services $0 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,492,321 · end of year $1,812,895

  • 2 · Savings and temporary cash investments

    beginning of year $4,971 · end of year $8,372

  • 4 · Accounts receivable

    beginning of year $12,007 · end of year $122,567

  • 11 · Investments: publicly traded securities

    beginning of year $2,898,788 · end of year $5,103,888

  • 15 · Other assets

    beginning of year $19,801 · end of year $35,062

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,691 · end of year $20,470

  • 25 · Other liabilities

    beginning of year $1,930,271 · end of year $2,189,195

  • 27 · Net assets without donor restrictions

    beginning of year $3,492,926 · end of year $4,873,119

Mission and programs · 2023

Mission

TO PROVIDE INSURANCE FOR MEMBERS

  • THE PLAN RECEIVES AND DISBURSES FUNDS FROM THE CLARK COUNTY SCHOOL DISTRICT FOR THE PURPOSE OF INSURANCE AND TO PROVIDE REIMBURSEMENT FOR UNUSED SICK PAY AND RETIRED MEDICAL DISTRIBUTIONS AT RETIREMENT

As filed on the 2023 return.

Listed in Part VII

  • Jeff Horn

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    10

  • SHERI McPARTLIN

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Anthony Nunez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Patty Rosales

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Schleifer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Robert Mead

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Ronda Reedom

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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
2023
Filed
29 April 2025
IRS schema version
2023v6.0
Source object
202531289349304043

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