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← OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND

Form 990 for tax year 2022

Filed by OFFICE & PROFESSIONAL EMPLOYEES WELFARE FUND.

Totals

Total revenue
$3,204,952
Total expenses
$3,377,446
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,202,067
Investment income
$2,885
Other revenue
$0
Total assets, end of year
$2,133,374
Total liabilities, end of year
$277,108
Net assets or fund balances, end of year
$1,856,266
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: EMPLOYER CONTRIBUTIONS

    total $2,936,249 · related or exempt $2,936,249 · unrelated business $0 · excluded $0

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $265,818 · related or exempt $265,818 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,885 · related or exempt $0 · unrelated business $0 · excluded $2,885

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7d · Net gain or loss

    total $0

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $3,186,392

  • 5 · Compensation of officers, directors and key employees

    total $0

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $111,240

  • 11b · Fees: legal

    total $8,820

  • 11c · Fees: accounting

    total $15,003

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $0

  • 11g · Fees: other

    total $31,089

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $5,578

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $12,963

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $4,999

  • 24a · Other expenses: MISCELLANEOUS EXPENSE

    total $1,362

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $157,857 · end of year $205,844

  • 2 · Savings and temporary cash investments

    beginning of year $1,863,533 · end of year $1,695,287

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $260,605 · end of year $232,243

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,999 · end of year $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,792 · end of year $13,413

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $244,442 · end of year $263,695

  • 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 $2,028,760 · end of year $1,856,266

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED PARTICIPANTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFITS FOR COVERED PARTICIPANTS.

As filed on the 2022 return.

Listed in Part VII

  • Ricardo Simmons

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Tamara Rubyn

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Kelly Gschwend

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Tom Walters

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Catherine Pearson

    LABOR TRUSTEE

    Total calculated
    $0
    Hours/week
    0

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.

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.

  • PIEDMONT GROCERY

  • SHEET MTL AIR RAIL TRANS #104

  • OPEIU LOCAL 29

  • ALAMEDA CENTRAL LABOR COUNCIL

  • IBEW LOCAL # 595

  • SHEET METAL #104 DISTRICT 2

  • PLUMBERS & PIPE TRADES #442

  • IBEW #332

  • ALAMEDA CO BUILDING TRADES

  • IRONWORKERS #155

  • CALIF FED OF TEACHERS

  • CWA #9423

  • IBEW LOCAL #302

  • AMALGAMATED TRANSIT #192

  • CARPENTERS #1109

  • OPEIU LOCAL 29

  • AMALGAMATED TRANSIT #1555

  • SAN JOAQUIN & CALAV CO JATC

  • SOUTH BAY AFL-CIO LABOR COUNC

  • BUILDING TRADES COUNCIL

  • PIPE TRADES JATC

  • SANTA CLARA JATC

  • SHEET METAL WORKERS LOCAL 104 JATC

  • SEIU UNITED HC WRKRS W #2005

  • IBEW LOCAL #180

  • NO CA CEMENT MASONS JATC

  • RICHMOND SANITARY SERVICE

  • ELECTRICAL WORKERS JATC

  • CEMENT MASONS #400

  • IBEW #100

  • BRICKLAYERS JATCSAN RAMON

  • CARPENTERS #701

  • NORCAL LMCT-NECA CONTRA COSTA

  • PLUMBERSPIPEFITTERS 442 JATC

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • McCraken Stemgrman & Holsberr

  • gearhart and sonnicksen llp

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • state building and construction trades c

  • united way

  • SHEET-METAL WORKERS 104 FCU

  • YRC Inc

  • Sea Logix

    Directly controlled by NA

Provenance

Return type
form_990
Tax year
2022
Filed
15 November 2023
IRS schema version
2022v5.0
Source object
202323199349328607

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