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← HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 36 HEALTH TRU

Form 990 for tax year 2022

Filed by HEAT AND FROST INSULATORS AND ALLIED WORKERS LOCAL 36 HEALTH TRU.

Totals

Total revenue
$5,869,685
Total expenses
$5,207,240
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$5,680,356
Investment income
$189,329
Other revenue
$0
Total assets, end of year
$15,365,503
Total liabilities, end of year
$2,198,083
Net assets or fund balances, end of year
$13,167,420
Program services expenses (Part IX)
$5,207,240
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$5,207,240

Program services were 100.0% 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 - EMPLOYERS

    total $5,490,788 · related or exempt $5,490,788

  • 2b · Program service revenue: CONTRIBUTIONS - PARTICIPANTS

    total $189,568 · related or exempt $189,568

  • 3 · Investment income

    total $282,802 · related or exempt $282,802

  • 7a · Gross sales of assets other than inventory

    securities $5,037,604

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

    securities $5,131,077

  • 7c · Gain or loss

    securities -$93,473

  • 7d · Net gain or loss

    total -$93,473 · related or exempt -$93,473

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,956,347 · program services $4,956,347

  • 11a · Fees: management

    total $82,969 · program services $82,969

  • 11b · Fees: legal

    total $23,100 · program services $23,100

  • 11c · Fees: accounting

    total $10,404 · program services $10,404

  • 11f · Fees: investment management

    total $55,957 · program services $55,957

  • 11g · Fees: other

    total $63,656 · program services $63,656

  • 19 · Conferences, conventions and meetings

    total $1,400 · program services $1,400

  • 23 · Insurance

    total $13,407 · program services $13,407

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,256,615 · end of year $2,559,172

  • 2 · Savings and temporary cash investments

    beginning of year $1,524,845 · end of year $1,198,311

  • 4 · Accounts receivable

    beginning of year $611,647 · end of year $500,421

  • 9 · Prepaid expenses and deferred charges

    beginning of year $1,549 · end of year $3,464

  • 11 · Investments: publicly traded securities

    beginning of year $11,809,590 · end of year $11,104,135

  • 17 · Accounts payable and accrued expenses

    beginning of year $23,398 · end of year $17,318

  • 25 · Other liabilities

    beginning of year $2,312,634 · end of year $2,180,765

  • 31 · Retained earnings, endowment or other funds

    beginning of year $13,868,214 · end of year $13,167,420

Mission and programs · 2022

Mission

PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE, AND WEEKLY INCOME FOR LOSS OF TIME FOR THE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

  • PROVIDE HEALTH, DENTAL, VISION, LIFE INSURANCE, AND WEEKLY INCOME FOR LOSS OF TIME FOR THE PARTICIPANTS AND THEIR ELIGIBLE DEPENDENTS.

    Expenses $5,207,240

As filed on the 2022 return.

Listed in Part VII

  • Lincoln Caldwell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Robert Jeffries

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Kemp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Gabe Markowski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jesse Markowski

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Luke Wolfe

    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.

  • ASBESTOS WORKERS LOCAL 36

  • HEAT & FROST INSULATORS APPR 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.

  • SILVER FALLS INSULATION

  • SUMMIT CONTRACTING

Related corporations and trusts

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

  • ARK PREMIUM CONSTRUCTION

  • BOYTER BROTHERS

  • D2 SERVICES INC

  • DKB INC

  • GLOBAL PACIFIC ENVIRONMENTAL

  • HUDSON BAY

  • J&J MECHANICAL

  • JAMAR COMPANY

  • KEYSTONE CONTRACTING

  • LIFE SAFETY SOLUTIONS

  • MID VALLEY INSULATING

  • OREGON STATE BUILDING & CONSTRUCTIO

  • PERFORMANCE ABATEMENT SERVICES

  • PERFORMANCE CONTRACTING

  • PMI

  • ROGUE MECHANICAL INSULATION

  • SAFWAY SERVICES PORTLAND-KELSO

  • SAFWAY SERVICES LLC EUGENE

  • BRADSAFWAY EASTERN OREGON

  • SFS INC

  • TIMISCO MECHANICAL INSULATING

Provenance

Return type
form_990
Tax year
2022
Filed
15 October 2023
IRS schema version
2022v5.0
Source object
202332889349300418

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