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Nonprofiteer
← TWU LOCAL 100 WIDOWS AND ORPHANS FUND

Form 990 for tax year 2023

Filed by TWU LOCAL 100 WIDOWS AND ORPHANS FUND.

Totals

Total revenue
$380,217
Total expenses
$316,229
Contributions and grants received
$380,217
Grants paid
$137,362
Program service revenue
$0
Investment income
$0
Other revenue
$0
Total assets, end of year
$1,070,062
Total liabilities, end of year
$24,571
Net assets or fund balances, end of year
$1,045,491
Program services expenses (Part IX)
$259,309
Management and general expenses
$56,920
Fundraising expenses
$0
Program service expenses (Part III)
$259,309

Program services were 82.0% 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.

  • 1f · All other contributions, gifts and grants

    $380,217

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $137,362 · program services $137,362

  • 11b · Fees: legal

    total $42,000 · management and general $42,000

  • 11c · Fees: accounting

    total $13,000 · management and general $13,000

  • 19 · Conferences, conventions and meetings

    total $2,400 · program services $2,400

  • 24a · Other expenses: ALLOCATE PAYROLL AND PA

    total $119,547 · program services $119,547

  • 24b · Other expenses: BANK FEES

    total $1,545 · management and general $1,545

  • 24c · Other expenses: FILING FEE

    total $375 · management and general $375

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,054,068 · end of year $1,066,168

  • 9 · Prepaid expenses and deferred charges

    beginning of year $5,497 · end of year $3,894

  • 17 · Accounts payable and accrued expenses

    beginning of year $26,000 · end of year $13,000

  • 25 · Other liabilities

    beginning of year $52,062 · end of year $11,571

  • 27 · Net assets without donor restrictions

    beginning of year $981,503 · end of year $1,045,491

Mission and programs · 2023

Mission

Withheld by Nonprofiteer: this text may name a private individual.

Activities or mission (Part I)

TO PROVIDE FINANCIAL ASSISTANCE TO SPOUSES, CHILDREN AND OTHER FAMILY MEMBERS OF LOCAL 100 MEMBERS WHO DIE IN THE LINE OF DUTY. TO PROMOTE, DEVELOP AND ADMINISTER A PROGRAM FOR THE IMPROVEMENT OF THE FINANCIAL SECURITY AND WELL BEING FOR THE PARTICIPANTS AND BENEFICIARIES. TO TAKE POSITIVE ACTIONS TO PREVENT POTENTIALLY FATAL ACCIDENTS FROM OCCURING ON THE JOB.

  • Withheld by Nonprofiteer: this text may name a private individual.

    Expenses $117,362 · Grants $117,362

  • EDUCATIONAL STIPENDS FOR MINOR DEPENDENTS OF DECEASED MEMBERS

    Expenses $20,000 · Grants $20,000

  • SAFETY PROGRAMS TO PREVENT POTENTIALLY FATAL ACCIDENTS FROM OCCURRING ON THE JOB

    Expenses $119,547

  • CONFERENCES, CONVENTIONS, AND MEETINGS

    Expenses $2,400

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here. A text marked withheld matched a screen for wording that may name a private individual, such as an honorific or "in memory of". Most of what it withholds names no one; it is withheld so that what does is never shown.

Listed in Part VII

  • Richard Davis

    PRESIDENT

    Total calculated
    $213,036
    From this org
    $0
    From related orgs
    $207,321
    Other
    $5,715
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $207,321 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $4,146 related
    Nontaxable benefits
    $1,569
    Filer's total
    $1,569 + $211,467 related

  • John V Chiarello

    SECRETARY-TREASURER

    Total calculated
    $165,270
    From this org
    $0
    From related orgs
    $160,321
    Other
    $4,949
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $160,321 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,205 related
    Nontaxable benefits
    $1,744
    Filer's total
    $1,744 + $163,526 related

  • Lynwood M Whichard

    ADMINISTRATIVE VP

    Total calculated
    $164,372
    From this org
    $0
    From related orgs
    $159,736
    Other
    $4,636
    Hours/week
    0.5

    Schedule J breakdown matched by us

    Base
    $0 + $159,736 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,195 related
    Nontaxable benefits
    $1,441
    Filer's total
    $1,441 + $162,931 related

  • Latonya Crisp

    RECORDING SECRETARY

    Total calculated
    $144,451
    From this org
    $0
    From related orgs
    $140,080
    Other
    $4,371
    Hours/week
    0.5

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
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

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
12 November 2024
IRS schema version
2023v5.1
Source object
202433189349311378

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