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← UNITED STATES TELEPHONE ASSOCIATION 501 C 9 TR

Form 990 for tax year 2023

Filed by UNITED STATES TELEPHONE ASSOCIATION 501 C 9 TR.

Totals

Total revenue
$160,129
Total expenses
$286,933
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$0
Investment income
$160,129
Other revenue
$0
Total assets, end of year
$2,449,905
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$2,449,905
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.

  • 3 · Investment income

    total $160,129 · excluded $160,129

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $279,366

  • 11f · Fees: investment management

    total $7,567

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,424 · end of year $56,143

  • 12 · Investments: other securities

    beginning of year $2,418,333 · end of year $2,393,762

  • 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 $2,471,757 · end of year $2,449,905

Mission and programs · 2023

Mission

TO FUND HEALTH BENEFIT PLANS FOR ELIGIBLE EMPLOYEES, THEIR DEPENDENTS, AND QUALIFIED RETIREES.

  • THE SOLE PURPOSE OF THE UNITED STATES TELEPHONE ASSOCIATION 501 (C)(9) TRUST IS TO FUND HEALTH BENEFIT PLANS FOR ELIGIBLE EMPLOYEES, THEIR DEPENDENTS, AND QUALIFIED RETIREES.

As filed on the 2023 return.

Listed in Part VII

  • JONATHAN SPALTER

    TRUSTEE

    Total calculated
    $2,013,650
    From this org
    $0
    From related orgs
    $1,990,250
    Other
    $23,400
    Hours/week
    1 + 39 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,235,323 related
    Bonus
    $0 + $741,695 related
    Other
    $0 + $13,232 related
    Deferred
    $0 + $19,800 related
    Nontaxable benefits
    $0 + $3,600 related
    Filer's total
    $0 + $2,013,650 related

  • USTELECOM ASSOCIATION

    ADMINISTRATOR

    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. 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.

Provenance

Return type
form_990
Tax year
2023
Filed
7 November 2024
IRS schema version
2023v5.1
Source object
202443179349306874

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