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← UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND

Form 990 for tax year 2022

Filed by UNITED PRODUCTION WORKERS UNION LOCAL 17-18 WELFARE FUND.

Totals

Total revenue
$1,138,391
Total expenses
$1,667,411
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,016,930
Investment income
$53,497
Other revenue
$67,964
Total assets, end of year
$6,537,712
Total liabilities, end of year
$128,886
Net assets or fund balances, end of year
$6,408,826
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: EMPLOYERS' CONTRIBUTIO

    total $1,016,930 · related or exempt $1,016,930

  • 3 · Investment income

    total $55,395 · excluded $55,395

  • 6a · Gross rents

    real property $22,963

  • 6b · Less rental expenses

    real property $0

  • 6c · Rental income or loss

    real property $22,963

  • 6d · Net rental income or loss

    total $22,963 · excluded $22,963

  • 7a · Gross sales of assets other than inventory

    securities $890,000

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

    securities $891,898

  • 7c · Gain or loss

    securities -$1,898

  • 7d · Net gain or loss

    total -$1,898 · excluded -$1,898

  • 11a · Other revenue: OTHER INCOME

    total $30,216 · related or exempt $30,216

  • 11b · Other revenue: PRESCRIPTION REBATES

    total $14,785 · related or exempt $14,785

  • 11e · Other revenue, total

    $45,001

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $845,220

  • 5 · Compensation of officers, directors and key employees

    total $15,000

  • 7 · Other salaries and wages

    total $93,923

  • 10 · Payroll taxes

    total $9,967

  • 11b · Fees: legal

    total $222,889

  • 11c · Fees: accounting

    total $187,330

  • 11f · Fees: investment management

    total $3,216

  • 11g · Fees: other

    total $73,730

  • 13 · Office expenses

    total $16,120

  • 14 · Information technology

    total $54,163

  • 16 · Occupancy

    total $20,419

  • 22 · Depreciation, depletion and amortization

    total $15,917

  • 23 · Insurance

    total $4,606

  • 24a · Other expenses: CLAIMS ADMINISTRATION

    total $94,957

  • 24b · Other expenses: REPAIRS AND MAINTENANCE

    total $7,438

  • 24c · Other expenses: REAL ESTATE TAXES

    total $2,516

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $431,505 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $2,010,085 · end of year $2,936,562

  • 4 · Accounts receivable

    beginning of year $304,107 · end of year $100,819

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

    $90,513

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

    $68,299

  • 10c · Land, buildings and equipment, net

    beginning of year $34,772 · end of year $22,214

  • 11 · Investments: publicly traded securities

    beginning of year $2,760,601 · end of year $1,778,117

  • 12 · Investments: other securities

    beginning of year $1,400,000 · end of year $1,700,000

  • 17 · Accounts payable and accrued expenses

    beginning of year $131,206 · end of year $102,636

  • 25 · Other liabilities

    beginning of year $1,700 · end of year $26,250

  • 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 $6,808,164 · end of year $6,408,826

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.

  • TO PROVIDE HEALTH AND WELFARE BENEFIT TO ELIGIBLE PARTICIPANTS. THE NUMBER OF PARTICIPANTS IS APPROXIMATELY 650.

As filed on the 2022 return.

Listed in Part VII

  • Alejandra Gomez

    PRESIDENT / TRUSTEE

    Total calculated
    $66,600
    From this org
    $0
    From related orgs
    $66,600
    Other
    $0
    Hours/week
    1

  • Morris Lowy

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Josh Winter

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    0

  • Valentina Gonzalez

    TRUSTEE

    Total calculated
    $44,400
    From this org
    $15,000
    From related orgs
    $29,400
    Other
    $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 PRODUCTION WORKERS LOCAL UNION 17-18

    501(C)(5) · LABOR ORGANIZATION · NY

Provenance

Return type
form_990
Tax year
2022
Filed
15 January 2024
IRS schema version
2022v5.0
Source object
202420169349300042

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