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← UNITED BROTHERHOOD OF CARPENTERS JNRS OF AMER GEN OF & STF H & W TR

Form 990 for tax year 2023

Filed by UNITED BROTHERHOOD OF CARPENTERS JNRS OF AMER GEN OF & STF H & W TR.

Totals

Total revenue
$5,152,818
Total expenses
$5,313,534
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,767,254
Investment income
$284,388
Other revenue
$101,176
Total assets, end of year
$11,641,376
Total liabilities, end of year
$737,497
Net assets or fund balances, end of year
$10,903,879
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 $4,539,600 · related or exempt $4,539,600

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTIONS

    total $227,654 · related or exempt $227,654

  • 3 · Investment income

    total $284,623 · excluded $284,623

  • 7a · Gross sales of assets other than inventory

    securities $1,502,273

  • 7b · Less cost or other basis and sales expenses

    securities $1,502,508

  • 7c · Gain or loss

    securities -$235

  • 7d · Net gain or loss

    total -$235 · excluded -$235

  • 11a · Other revenue: GOVERNMENT SUBSIDY

    total $101,176 · related or exempt $101,176

  • 11e · Other revenue, total

    $101,176

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,943,265

  • 11a · Fees: management

    total $64,814

  • 11b · Fees: legal

    total $36,654

  • 11c · Fees: accounting

    total $24,006

  • 11f · Fees: investment management

    total $30,650

  • 11g · Fees: other

    total $87,475

  • 13 · Office expenses

    total $17,163

  • 23 · Insurance

    total $11,636

  • 24a · Other expenses: ACCESS FEES

    total $53,817

  • 24e · All other expenses

    total $44,054

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $406,432 · end of year $410,779

  • 2 · Savings and temporary cash investments

    beginning of year $2,390,343 · end of year $2,084,913

  • 4 · Accounts receivable

    beginning of year $419,803 · end of year $265,789

  • 9 · Prepaid expenses and deferred charges

    beginning of year $2,878 · end of year $2,853

  • 11 · Investments: publicly traded securities

    beginning of year $6,331,714 · end of year $6,690,640

  • 12 · Investments: other securities

    beginning of year $1,736,248 · end of year $2,186,402

  • 17 · Accounts payable and accrued expenses

    beginning of year $45,431 · end of year $66,245

  • 19 · Deferred revenue

    beginning of year $356,200 · end of year $343,200

  • 25 · Other liabilities

    beginning of year $446,876 · end of year $328,052

  • 27 · Net assets without donor restrictions

    beginning of year $10,438,911 · end of year $10,903,879

Mission and programs · 2023

Mission

TO PROVIDE ELIGIBLE PARTCIPANTS AND THEIR DEPENDENTS WITH MEDICAL, LIFE INSURANCE, AND OTHER BENEFITS.

Activities or mission (Part I)

TO PROVIDE ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS MEDICAL, LIFE INSURANCE, AND OTHER BENEFITS.

  • TO PROVIDE MEDICAL, DENTAL, PRESCRIPTION DRUGS, VISION, LIFE INSURANCE AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Michael V Draper

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Douglas Banes

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Andris J Silins

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • R Phil Newkirk

    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.

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.

  • UNITED BROTHERHOOD OF CARPENTERS PENSION PLAN (US PARTICIPANTS)

  • UNITED BROTHERHOOD OF CARPENTERS AND JOINERS OF AMERICA

  • CARPENTERS INTERNATIONAL TRAINING FUND

  • MILLWRIGHT INDUSTRY TRUST

  • UBC JOB CORPS H&W

  • UBC MISSION VENTURE

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.

  • SHANLEY APC

Provenance

Return type
form_990
Tax year
2023
Filed
31 October 2024
IRS schema version
2023v5.1
Source object
202443059349301899

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