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Nonprofiteer
← ALLIED WELFARE FUND

Form 990 for tax year 2022

Filed by ALLIED WELFARE FUND.

Totals

Total revenue
$6,552,551
Total expenses
$8,658,394
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$6,755,843
Investment income
-$269,935
Other revenue
$66,643
Total assets, end of year
$46,565,501
Total liabilities, end of year
$160,485
Net assets or fund balances, end of year
$46,405,016
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 $6,745,220 · related or exempt $6,745,220

  • 2b · Program service revenue: COBRA PARTICIPANTS

    total $10,623 · related or exempt $10,623

  • 3 · Investment income

    total -$379,928 · excluded -$379,928

  • 7a · Gross sales of assets other than inventory

    securities $1,512,952

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

    securities $1,402,959

  • 7c · Gain or loss

    securities $109,993

  • 7d · Net gain or loss

    total $109,993 · excluded $109,993

  • 11a · Other revenue: OTHER

    total $66,643 · related or exempt $66,643

  • 11e · Other revenue, total

    $66,643

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $7,675,452

  • 7 · Other salaries and wages

    total $9,000

  • 11b · Fees: legal

    total $114,166

  • 11c · Fees: accounting

    total $93,933

  • 11f · Fees: investment management

    total $28,452

  • 11g · Fees: other

    total $660,218

  • 13 · Office expenses

    total $60,500

  • 23 · Insurance

    total $16,673

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $483,930 · end of year $431,941

  • 4 · Accounts receivable

    beginning of year $925,162 · end of year $506,414

  • 9 · Prepaid expenses and deferred charges

    beginning of year $22,263 · end of year $24,990

  • 12 · Investments: other securities

    beginning of year $54,120,239 · end of year $45,602,156

  • 17 · Accounts payable and accrued expenses

    beginning of year $130,539 · end of year $160,485

  • 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 $55,421,055 · end of year $46,405,016

Mission and programs · 2022

Mission

THE FUND SHALL BE USED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS.

Activities or mission (Part I)

TO PROVIDE BENEFIT PROGRAMS TO ELIGIBLE PARTICIPANTS.

  • TO PROVIDE COVERED PARTICIPANTS AND ELIGIBLE DEPENDENTS WITH HEALTH AND WELFARE BENEFITS.

As filed on the 2022 return.

Listed in Part VII

  • Chris Murray

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Charlie Hall

    TRUSTEE

    Total calculated
    $9,000
    From this org
    $9,000
    From related orgs
    $0
    Other
    $0
    Hours/week
    0.5

  • John Durso

    TRUSTEE- PAST

    Total calculated
    $0
    Hours/week
    0.5

  • Mike Oettinger

    TRUSTEE

    Total calculated
    $0
    Hours/week
    0.5

  • Joseph Fontano

    TRUSTEE

    Total calculated
    $0
    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.

Grants on this return

No itemized grants to organizations on this return.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202303199349304885

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