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← SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN

Form 990 for tax year 2023

Filed by SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN.

Totals

Total revenue
$1,105,853
Total expenses
$1,439,140
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,015,424
Investment income
$60,556
Other revenue
$29,873
Total assets, end of year
$1,496,866
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,496,866
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 $964,484 · related or exempt $964,484

  • 2b · Program service revenue: FORFEITURES AND DAMAGES

    total $50,940 · related or exempt $50,940

  • 3 · Investment income

    total $63,297 · excluded $63,297

  • 7a · Gross sales of assets other than inventory

    securities $1,257,139

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

    securities $1,259,880

  • 7c · Gain or loss

    securities -$2,741

  • 7d · Net gain or loss

    total -$2,741 · excluded -$2,741

  • 11a · Other revenue: INDIVIDUAL ACCOUNT FEES

    total $26,470 · related or exempt $26,470

  • 11b · Other revenue: EARLY WITHDRAWAL FEES

    total $2,781 · related or exempt $2,781

  • 11c · Other revenue: COLLECTION INCOME

    total $622 · related or exempt $622

  • 11e · Other revenue, total

    $29,873

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,367,447

  • 11a · Fees: management

    total $33,420

  • 11b · Fees: legal

    total $4,243

  • 11c · Fees: accounting

    total $6,350

  • 11f · Fees: investment management

    total $7,169

  • 11g · Fees: other

    total $8,542

  • 13 · Office expenses

    total $7,474

  • 16 · Occupancy

    total $138

  • 23 · Insurance

    total $4,357

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $539,726 · end of year $83,686

  • 2 · Savings and temporary cash investments

    beginning of year $426,974 · end of year $691,271

  • 4 · Accounts receivable

    beginning of year $149,541 · end of year $103,571

  • 11 · Investments: publicly traded securities

    beginning of year $726,139 · end of year $618,338

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,151 · end of year $0

  • 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 $1,838,229 · end of year $1,496,866

Mission and programs · 2023

Mission

TO PROVIDE VACATION SAVING ACCOUNTS FOR PARTICIPANTS.

  • TO PROVIDE VACATION SAVING ACCOUNTS FOR PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • ADAM HAIGHT

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • RICHARD MORRISON

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

  • MIKE BAKER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • CODY MORRITT

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • NICK PATCH

    TRUSTEE

    Total calculated
    $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.

  • LABORERS TRAINING PROGRAM

  • LIUNA LOCAL 1686

  • MONTANA STATE AFL-CIO

  • NORTHWEST REGIONAL ORG COMM

  • NW LECET

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.

Disregarded entities

Part I: entities that legally are the filer and file no return of their own.

  • JOHNSON CONSTRUCTION

    MT

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • ABATEMENT CONTRACTORS OF MT

  • ALL AMERICAN UNDERGROUND

  • APPALACHIAN PIPELINE CONTRACT

  • BAKER ELECTRIC

  • BLATTNER ENERGY LLC

  • CONSTRUCTION TURN AROUND

  • COP CONSTRUCTION LLC

  • DLB SERVICES LLC

  • ENERFAB POWER & INDUSTRIAL

  • ENVIRONMENTAL CONTRACTORS LLC

  • HANGING H COMPANIES LLC

  • INFRASOURCE CONSTRUCTION LLC

  • JEFFERY CONTRACTING LLC

  • KISSOCK CONSTRUCTION

  • MILE HIGH EXCAVATING LLC

  • NADEAU CONCRETE LLC

  • NORTH COUNTRY DIRECTIONAL DRILLING

  • PACIFIC NORTHWEST ENVIRONMENTAL

  • PRECISION PRECAST ERECTORS LLC

  • PULLMAN POWER LLC

  • Q&D CONSTRUCTION

  • TRENCHLESS CONSTRUCTION SERVIC

  • WASLEY EXCAVATING LLC

Related corporations and trusts

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

  • ALPINE SIGNS INC

  • ANDERSON MASONRY INC

  • AZCO

  • BECKMAN CONTRACTING

  • BROTHERS PIPELINE CORP

  • CECCANTI CONSTRUCTION

  • CHUCK JENNE MASONRY

  • CONDON-JOHNSON & ASSOCIATES

  • CORAL CONSTRUCTION

  • DICK OLSON CONSTRUCTION

  • ED BOLAND CONSTRUCTION

  • GAGNON INC

  • GRANITE CONSTRUCTION CO

  • GUY NIELSON COMPANY

  • H & H CONTRACTING

  • HAYDEN WRECKING CORP

  • HOFFMAN EXCAVATING

  • HOLLOW CONTRACTING

  • HUNTER BROTHERS CONST INC

  • INTERSTATE IMPROVEMENT INC

  • JAY FORTUNE CONSTRUCTION

  • JH KELLY

  • K & K ROOFING

  • LEPROWSE CONSTRUCTION

  • MICHELS CONSTRUCTION INC

  • MICHELS PIPELINE

  • MICHELS TRENCHLESS INC

  • MOUNTAIN WEST HOLDING COMPANY

  • NAES POWER CONTRACTORS INC

  • OTIS EASTERN SERVICE INC

  • PIPING & EQUIPMENT CO

  • POTEET CONSTRUCTION INC

  • PRECISION HIGHWAY CONTRACTORS

  • PROSPECT CONSTRUCTION

  • REYNOLDS CONSTRUCTION CO

  • RISING RIVER INC

  • SCHELLINGER CONST

  • SLETTEN CONST

  • SNELSON COMPANIES INC

  • SWANK BUILDERS

  • TABBERT CONSTRUCTION

  • WELDTECH SERVICES INC

  • WHITE RESOURCES

Provenance

Return type
form_990
Tax year
2023
Filed
10 April 2025
IRS schema version
2023v6.0
Source object
202531019349301418

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