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← UNITED PUBLIC WORKERS MUTUAL AID FUND TRUST

Form 990 for tax year 2023

Filed by UNITED PUBLIC WORKERS MUTUAL AID FUND TRUST.

Totals

Total revenue
$217,054
Total expenses
$95,264
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$55,572
Investment income
$161,482
Other revenue
$0
Total assets, end of year
$4,307,791
Total liabilities, end of year
$59,712
Net assets or fund balances, end of year
$4,248,079
Program services expenses (Part IX)
$11,610
Management and general expenses
$83,654
Fundraising expenses
$0
Program service expenses (Part III)
$11,610

Program services were 12.2% 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: MEMBER CONTRIBUTIONS

    total $55,572 · related or exempt $55,572

  • 3 · Investment income

    total $73,418 · excluded $73,418

  • 7a · Gross sales of assets other than inventory

    securities $442,621

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

    securities $354,557

  • 7c · Gain or loss

    securities $88,064

  • 7d · Net gain or loss

    total $88,064 · excluded $88,064

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $11,610 · program services $11,610

  • 11c · Fees: accounting

    total $24,042 · management and general $24,042

  • 11f · Fees: investment management

    total $34,143 · management and general $34,143

  • 24a · Other expenses: ADMINISTRATIVE SERVICE

    total $24,000 · management and general $24,000

  • 24b · Other expenses: OTHER

    total $1,469 · management and general $1,469

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,801,061 · end of year $1,788,507

  • 2 · Savings and temporary cash investments

    beginning of year $237,825 · end of year $435,979

  • 4 · Accounts receivable

    beginning of year $6,088 · end of year $6,752

  • 10a · Land, buildings and equipment: cost or other basis

    $941

  • 10b · Land, buildings and equipment: accumulated depreciation

    $941

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $1,999,439 · end of year $2,076,553

  • 17 · Accounts payable and accrued expenses

    beginning of year $38,061 · end of year $59,712

  • 25 · Other liabilities

    beginning of year $210 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $4,006,142 · end of year $4,248,079

Mission and programs · 2023

Mission

THE UNITED PUBLIC WORKERS MUTUAL AID FUND TRUST WAS ESTABLISHED TO PROVIDE SUPPLEMENTAL HOSPITALIZATION BENEFITS TO ELIGIBLE MEMBERS AND EMPLOYEES OF UNITED PUBLIC WORKERS AND THEIR SPOUSES AND DEPENDENTS WHO CONTRIBUTE TO THE PLAN.

Activities or mission (Part I)

THE MUTUAL AID FUNT TRUST WAS ESTABLISHED TO PROVIDE SUPPLEMENTAL HOSPITALIZATION BENEFITS TO ELIGIBLE MEMBERS AND EMPLOYEES OF UNITED PUBLIC WORKERS AND THEIR SPOUSES AND DEPENDENTS WHO CONTRIBUTE TO THE TRUST.

  • HOSPITALIZATION PAYMENTS TO ELIGIBLE MEMBERS AND EMPLOYEES OF UNITED PUBLIC WORKERS AND THEIR SPOUSES AND DEPENDENTS WHO CONTRIBUTE TO THE PLAN.

    Expenses $11,610

As filed on the 2023 return.

Listed in Part VII

  • Darrell Wilcox

    STATE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Valoaga Moananu

    STATE SECRETARY-TREASURER/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Jay Vanzandt

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Patricia Hoopii

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Teresita Tagudin

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Sheralyn Kalua

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Mailelynn Licos

    VICE PRESIDENT/TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Kalani Werner

    STATE DIRECTOR

    Total calculated
    $189,260
    From this org
    $0
    From related orgs
    $189,260
    Other
    $0
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $189,260 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $189,260 related

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. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

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.

Provenance

Return type
form_990
Tax year
2023
Filed
30 September 2024
IRS schema version
2023v5.1
Source object
202432819349300448

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