Form 990 for tax year 2022
Filed by ATLANTA PLUMBERS AND STEAMFITTERS RETIREE HEALTH AND WELFARE FUND.
Totals
- Total revenue
- $3,678,203
- Total expenses
- $2,822,777
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,617,919
- Investment income
- $60,284
- Other revenue
- $0
- Total assets, end of year
- $5,765,059
- Total liabilities, end of year
- $21,192
- Net assets or fund balances, end of year
- $5,743,867
- 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 $2,626,539 · related or exempt $2,626,539
-
2b · Program service revenue: RETIREE CONTRIBUTIONS
total $991,380 · related or exempt $991,380
-
3 · Investment income
total $60,284 · excluded $60,284
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $2,596,215
-
11a · Fees: management
total $188,333
-
11b · Fees: legal
total $5,426
-
11c · Fees: accounting
total $12,250
-
11f · Fees: investment management
total $674
-
11g · Fees: other
total $14,600
-
13 · Office expenses
total $662
-
19 · Conferences, conventions and meetings
total $1,625
-
21 · Payments to affiliates
total $61
-
23 · Insurance
total $334
-
24a · Other expenses: PCORI EXPENSE
total $2,597
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $595,692 · end of year $495,628
-
2 · Savings and temporary cash investments
beginning of year $3,622,832 · end of year $4,182,554
-
4 · Accounts receivable
beginning of year $229,296 · end of year $256,234
-
9 · Prepaid expenses and deferred charges
beginning of year $21 · end of year $351
-
11 · Investments: publicly traded securities
beginning of year $611,900 · end of year $830,292
-
17 · Accounts payable and accrued expenses
beginning of year $23,670 · end of year $21,192
-
27 · Net assets without donor restrictions
beginning of year $5,036,071 · end of year $5,743,867
Mission and programs · 2022
Mission
TO PROVIDE HEALTH INSURANCE TO ELIGIBLE RETIREE PARTICIPANTS.
Activities or mission (Part I)
TO PROVIDE HEALTH INSURANCE OT ELIGIBLE RETIREE PARTICIPANTS.
-
H.R.A. ADMINISTRATIVE FEE.
-
H.R.A. BENEFIT PAYMENTS.
As filed on the 2022 return.
Listed in Part VII
-
Terry Newsome JrTERRY NEWSOME JR
UNION TRUSTEE - CO-CHAIR
- Total calculated
- $107,732
- From this org
- $0
- From related orgs
- $107,732
- Other
- $0
- Hours/week
- 2 + 50 related
-
Steve NewsomeSTEVE NEWSOME
UNION TRUSTEE
- Total calculated
- $92,345
- From this org
- $0
- From related orgs
- $92,345
- Other
- $0
- Hours/week
- 2 + 50 related
-
Jarret WadeJARRET WADE
UNION TRUSTEE
- Total calculated
- $92,284
- From this org
- $0
- From related orgs
- $92,284
- Other
- $0
- Hours/week
- 2 + 50 related
-
David EvansDAVID EVANS
UNION TRUSTEE
- Total calculated
- $92,286
- From this org
- $0
- From related orgs
- $92,286
- Other
- $0
- Hours/week
- 2
-
Jon SterlingJON STERLING
MANAGEMENT TRUSTEE - CO-CHAIR
- Total calculated
- $0
- Hours/week
- 2
-
John McKennyJOHN MCKENNY
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
John HelmsJOHN HELMS
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Ken HarbourKEN HARBOUR
MANAGEMENT TRUSTEE (P)
- Total calculated
- $0
- Hours/week
- 2
-
Jim EsterbrookJIM ESTERBROOK
MANAGEMENT TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alan TomberlinALAN TOMBERLIN
UNION TRUSTEE
- Total calculated
- $96,128
- From this org
- $0
- From related orgs
- $96,128
- Other
- $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.
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.
-
UA OF JOURNEYMEN & APPRENTCIES LOCAL 72
501(C)(5) · LABOR UNION · GA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 7 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202343119349303744
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.