What the amendment changed
Compared with the return it replaced , filed 8 November 2024. matched by us Only the Part I totals and the names listed in Part VII are compared. We relate returns by organization, tax year and form, and order them by each return's own timestamp; the filer's own "amended return" checkbox is a separate fact.
- Total revenue
- $18,084,935 changed to $21,761,070
- Total expenses
- $12,187,939 changed to $15,864,074
- Program service revenue
- $14,543,528 changed to $18,219,663
Totals
- Total revenue
- $21,761,070
- Total expenses
- $15,864,074
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $18,219,663
- Investment income
- $284,474
- Other revenue
- $3,256,933
- Total assets, end of year
- $12,871,821
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $12,871,821
- 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: MONTHLY ASSESSMENTS
total $18,219,663 · related or exempt $18,219,663
-
3 · Investment income
total $260,326 · excluded $260,326
-
7a · Gross sales of assets other than inventory
securities $5,582,906
-
7b · Less cost or other basis and sales expenses
securities $5,558,758
-
7c · Gain or loss
securities $24,148
-
7d · Net gain or loss
total $24,148 · excluded $24,148
-
11a · Other revenue: FELA REIMBURSEMENTS
total $1,756,290 · related or exempt $1,756,290
-
11b · Other revenue: SETTLEMENT AND OTHER I
total $1,500,643 · related or exempt $1,500,643
-
11e · Other revenue, total
$3,256,933
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $15,151,399
-
11b · Fees: legal
total $40,284
-
11c · Fees: accounting
total $26,500
-
11f · Fees: investment management
total $11,610
-
11g · Fees: other
total $591,600
-
13 · Office expenses
total $721
-
23 · Insurance
total $38,065
-
24a · Other expenses: BANK SERVICE CHARGES
total $2,595
-
24b · Other expenses: BONDING EXPENSE
total $1,300
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $324,367 · end of year $1,892,658
-
4 · Accounts receivable
beginning of year $12,120 · end of year $56,351
-
12 · Investments: other securities
beginning of year $5,834,447 · end of year $10,922,812
-
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 $6,170,934 · end of year $12,871,821
Mission and programs · 2023
Mission
PROVIDES SHORT TERM AND LONG TERM DISABILITY BENEFITS TO MEMBERS
Activities or mission (Part I)
PROVIDES SHORT TERM DISABILITY BENEFITS TO MEMBERS
-
PROVIDES SHORT TERM AND LONG TERM DISABILITY BENEFITS TO MEMBERS
As filed on the 2023 return.
Listed in Part VII
-
Joseph Sellers JrJOSEPH SELLERS JR
(FORMER) TRUSTEE
- Total calculated
- $239,638
- From this org
- $0
- From related orgs
- $210,295
- Other
- $29,343
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $167,494 related
- Bonus
- $0
- Other
- $0 + $42,801 related
- Deferred
- $0 + $4,407 related
- Nontaxable benefits
- $0 + $24,936 related
- Filer's total
- $0 + $239,638 related
-
Joseph PowellJOSEPH POWELL
TRUSTEE
- Total calculated
- $486,871
- From this org
- $0
- From related orgs
- $451,684
- Other
- $35,187
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $341,684 related
- Bonus
- $0
- Other
- $0 + $110,000 related
- Deferred
- $0 + $10,251 related
- Nontaxable benefits
- $0 + $24,936 related
- Filer's total
- $0 + $486,871 related
-
Jeremy FergusonJEREMY FERGUSON
TRUSTEE
- Total calculated
- $431,597
- From this org
- $0
- From related orgs
- $344,576
- Other
- $87,021
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $344,576 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $62,711 related
- Nontaxable benefits
- $0 + $24,310 related
- Filer's total
- $0 + $431,597 related
-
Michael ColemanMICHAEL COLEMAN
TRUSTEE
- Total calculated
- $452,218
- From this org
- $0
- From related orgs
- $417,333
- Other
- $34,885
- Hours/week
- 1 + 39 related
Schedule J breakdown matched by us
- Base
- $0 + $331,638 related
- Bonus
- $0
- Other
- $0 + $85,695 related
- Deferred
- $0 + $9,949 related
- Nontaxable benefits
- $0 + $24,936 related
- Filer's total
- $0 + $452,218 related
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.
-
UNITED TRANSPORTATION UNION INSURANCE ASSOCIATION
501(C)(8) & (C)(10) · INSURANCE
-
SMART DISCIPLINE-INCOME PROTECTION PROGRAM
501(C)(9) · ERISA BENEFIT
-
INTL ASSOCIATION OF SHEET METAL AIR RAIL AND TRANSPORTATION WORKERS
501(C)(5) · LABOR UNION
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 8 November 2024
- IRS schema version
- 2023v6.0
- Source object
- 202500309349300755
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