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← STATIONARY ENGINEERS FIREMAN MNTNCE & BLDG SRVC UNION LOC 670 WLFR FND

Form 990 for tax year 2023

Filed by STATIONARY ENGINEERS FIREMAN MNTNCE & BLDG SRVC UNION LOC 670 WLFR FND.

Totals

Total revenue
$24,391,413
Total expenses
$19,810,933
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$23,887,295
Investment income
$112,309
Other revenue
$391,809
Total assets, end of year
$26,938,525
Total liabilities, end of year
$224,492
Net assets or fund balances, end of year
$26,714,033
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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: EMPLOYER CONTRIBUTIONS

    total $23,887,295 · related or exempt $23,887,295

  • 3 · Investment income

    total $8,153 · excluded $8,153

  • 7a · Gross sales of assets other than inventory

    securities $14,683,231

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

    securities $14,579,075

  • 7c · Gain or loss

    securities $104,156

  • 7d · Net gain or loss

    total $104,156 · excluded $104,156

  • 11a · Other revenue: INTEREST & LIQUIDATED DAMAGES

    total $391,809 · related or exempt $391,809

  • 11e · Other revenue, total

    $391,809

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $19,119,567

  • 7 · Other salaries and wages

    total $153,144

  • 8 · Pension plan contributions

    total $7,090

  • 9 · Other employee benefits

    total $51,948

  • 10 · Payroll taxes

    total $12,686

  • 11b · Fees: legal

    total $72,767

  • 11c · Fees: accounting

    total $80,399

  • 11f · Fees: investment management

    total $22,337

  • 11g · Fees: other

    total $52,103

  • 13 · Office expenses

    total $84,279

  • 16 · Occupancy

    total $118,617

  • 22 · Depreciation, depletion and amortization

    total $22,278

  • 23 · Insurance

    total $13,718

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $7,480,329 · end of year $2,011,632

  • 2 · Savings and temporary cash investments

    beginning of year $500,636 · end of year $797

  • 4 · Accounts receivable

    beginning of year $746,770 · end of year $849,712

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,401 · end of year $15,148

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

    $264,231

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

    $216,809

  • 10c · Land, buildings and equipment, net

    beginning of year $63,262 · end of year $47,422

  • 11 · Investments: publicly traded securities

    beginning of year $12,015,000 · end of year $23,895,013

  • 15 · Other assets

    beginning of year $217,602 · end of year $118,801

  • 17 · Accounts payable and accrued expenses

    beginning of year $56,580 · end of year $79,038

  • 25 · Other liabilities

    beginning of year $221,073 · end of year $145,454

  • 31 · Retained earnings, endowment or other funds

    beginning of year $20,763,347 · end of year $26,714,033

Mission and programs · 2023

Mission

COLLECTIVELY BARGAINED MULTI-EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS & THEIR FAMILIES.

  • TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS

  • COLLECTIVELY BARGAINED MULTI-EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR FAMILIES

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thelma Winston

    UNION TRUSTE

    Total calculated
    $226,732
    From this org
    $0
    From related orgs
    $190,252
    Other
    $36,480

    Schedule J breakdown matched by us

    Base
    not reported + $189,652 related
    Bonus
    not reported
    Other
    not reported + $600 related
    Deferred
    not reported + $36,480 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $226,732 related

  • Richard Modica

    EMPLOYER TRU

    Total calculated
    $0

  • Dr Robert Laudicina

    EMPLOYER TRU

    Total calculated
    $0

  • Lisa Fontaine

    UNION TRUSTE

    Total calculated
    $119,127
    From this org
    $0
    From related orgs
    $104,428
    Other
    $14,699
    Hours/week
    0

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.

  • LOCAL 670 PENSION FUND

    501A · BENEFIT FD · NY

  • LOCAL 670 ANNUITY FUND

    501A · BENEFIT FD · NY

  • LOCAL 670 GENERAL FUND

    501 C · LABOR UNIO · NY

  • LOCAL 377 PENSION FUND

    501A · BENEFIT FD · NY

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 corporations and trusts

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

  • ATTACHED ATTACHED

Provenance

Return type
form_990
Tax year
2023
Filed
22 October 2024
IRS schema version
2023v5.0
Source object
202433029349301183

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