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← AUTOMOTIVE PETROLEUM AND ALLIED INDUSTRIES EMPLOYEES WELFARE FUND

Form 990 for tax year 2022

Filed by AUTOMOTIVE PETROLEUM AND ALLIED INDUSTRIES EMPLOYEES WELFARE FUND.

This return was superseded by a later amendment. matched by us It is kept because history is preserved rather than replaced.

What the amendment changed

Compared with the latest return for 2022 , filed 15 January 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
$16,575,944 changed to $17,569,654
Total expenses
$20,112,045 changed to $20,395,788
Program service revenue
$15,585,569 changed to $16,584,438
Other revenue
$5,159 changed to $0
Total assets, end of year
$21,143,025 changed to $21,657,447
Total liabilities, end of year
$217,450 changed to $21,905
Net assets or fund balances, end of year
$20,925,575 changed to $21,635,542

Totals

Total revenue
$16,575,944
Total expenses
$20,112,045
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$15,585,569
Investment income
$985,216
Other revenue
$5,159
Total assets, end of year
$21,143,025
Total liabilities, end of year
$217,450
Net assets or fund balances, end of year
$20,925,575
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 $14,997,824 · related or exempt $14,997,824

  • 2b · Program service revenue: MEMBER CONTRIBUTIONS

    total $587,745 · related or exempt $587,745

  • 3 · Investment income

    total $472,992 · excluded $472,992

  • 7a · Gross sales of assets other than inventory

    securities $19,628,966

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

    securities $19,116,742

  • 7c · Gain or loss

    securities $512,224

  • 7d · Net gain or loss

    total $512,224 · excluded $512,224

  • 11a · Other revenue: MISCELLANEOUS

    total $5,159 · related or exempt $5,159

  • 11e · Other revenue, total

    $5,159

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $19,080,662

  • 5 · Compensation of officers, directors and key employees

    total $21,900

  • 11b · Fees: legal

    total $26,370

  • 11c · Fees: accounting

    total $50,950

  • 11f · Fees: investment management

    total $90,967

  • 11g · Fees: other

    total $9,500

  • 13 · Office expenses

    total $28,315

  • 23 · Insurance

    total $18,384

  • 24a · Other expenses: MEDICAL NETWORK ACCESS

    total $471,632

  • 24b · Other expenses: THIRD PARTY ADMINISTRAT

    total $244,114

  • 24c · Other expenses: BENEFIT CONSULTING FEES

    total $45,000

  • 24d · Other expenses: LOCKBOX

    total $17,318

  • 24e · All other expenses

    total $6,933

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $29,749 · end of year $38,977

  • 2 · Savings and temporary cash investments

    beginning of year $1,832,101 · end of year $1,993,788

  • 4 · Accounts receivable

    beginning of year $769,763 · end of year $769,763

  • 11 · Investments: publicly traded securities

    beginning of year $27,095,829 · end of year $18,272,243

  • 15 · Other assets

    beginning of year $62,840 · end of year $68,254

  • 17 · Accounts payable and accrued expenses

    beginning of year $65,626 · end of year $0

  • 19 · Deferred revenue

    beginning of year $217,450 · end of year $217,450

  • 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 $29,507,206 · end of year $20,925,575

Mission and programs · 2022

Mission

PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE MEMBERS AND THEIR DEPENDENTS.

  • PROVIDE MEDICAL, PHARMACY, LIFE, DISABILITY, DENTAL AND VISION CARE BENEFITS TO QUALIFYING MEMBERS AND THEIR ELIGIBLE DEPENDENTS

As filed on the 2022 return.

Listed in Part VII

  • Doug Smith

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Heumann

    TRUSTEE

    Total calculated
    $9,600
    From this org
    $9,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Rod Joggerst

    EXITING TRUSTEE

    Total calculated
    $1,800
    From this org
    $1,800
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Don Schaper

    TRUSTEE

    Total calculated
    $9,600
    From this org
    $9,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    1

  • Derek Kropp

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jason Ashner

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Thomas Dinkins III

    EXITING TRUSTEE

    Total calculated
    $900
    From this org
    $900
    From related orgs
    $0
    Other
    $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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202313189349311451

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