Form 990 for tax year 2023
Filed by MICHIGAN TROWEL TRADES HEALTH & WELFARE FUND.
Totals
- Total revenue
- $7,828,054
- Total expenses
- $7,687,941
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $8,096,252
- Investment income
- -$291,588
- Other revenue
- $23,390
- Total assets, end of year
- $9,840,077
- Total liabilities, end of year
- $5,505,338
- Net assets or fund balances, end of year
- $4,334,739
- Program services expenses (Part IX)
- $6,955,004
- Management and general expenses
- $732,937
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,955,004
Program services were 90.5% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.
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 $8,030,990 · related or exempt $8,030,990
-
2b · Program service revenue: Participant Self Pay
total $65,262 · related or exempt $65,262
-
3 · Investment income
total $219,913 · related or exempt $219,913
-
7a · Gross sales of assets other than inventory
securities $7,792,389
-
7b · Less cost or other basis and sales expenses
securities $8,303,890
-
7c · Gain or loss
securities -$511,501
-
7d · Net gain or loss
total -$511,501 · related or exempt -$511,501
-
11a · Other revenue: MISCELLANEOUS
total $16,675 · related or exempt $16,675
-
11b · Other revenue: LIQUIDATED DAMAGES
total $6,715 · related or exempt $6,715
-
11e · Other revenue, total
$23,390
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $6,955,004 · program services $6,955,004
-
11a · Fees: management
total $610,087 · management and general $610,087
-
11b · Fees: legal
total $31,739 · management and general $31,739
-
11c · Fees: accounting
total $49,779 · management and general $49,779
-
11f · Fees: investment management
total $7,960 · management and general $7,960
-
11g · Fees: other
total $12,039 · management and general $12,039
-
13 · Office expenses
total $16,067 · management and general $16,067
-
14 · Information technology
total $1,857 · management and general $1,857
-
19 · Conferences, conventions and meetings
total $978 · management and general $978
-
23 · Insurance
total $2,431 · management and general $2,431
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,974,652 · end of year $1,199,975
-
2 · Savings and temporary cash investments
beginning of year $1,030,981 · end of year $746,266
-
4 · Accounts receivable
beginning of year $544,833 · end of year $561,718
-
9 · Prepaid expenses and deferred charges
beginning of year $13,747 · end of year $887
-
11 · Investments: publicly traded securities
beginning of year $4,188,263 · end of year $7,331,231
-
17 · Accounts payable and accrued expenses
beginning of year $227,003 · end of year $275,338
-
25 · Other liabilities
beginning of year $4,140,000 · end of year $5,230,000
-
31 · Retained earnings, endowment or other funds
beginning of year $3,385,473 · end of year $4,334,739
Mission and programs · 2023
Mission
Provide health care benefits to eligible plan participants
-
To provide health care benefits to participants and their dependents. These benefits included health, vision, prescription drug, life insurance and accidental death and dismemberment coverage.
Expenses $6,955,004
As filed on the 2023 return.
Listed in Part VII
-
Michael Stanfield
Chairman
- Total calculated
- $153,048
- From this org
- $0
- From related orgs
- $95,839
- Other
- $57,209
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported + $95,839 related
- Deferred
- not reported + $57,209 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $153,048 related
-
Keino Walker
Trustee
- Total calculated
- $153,048
- From this org
- $0
- From related orgs
- $95,839
- Other
- $57,209
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported + $95,839 related
- Deferred
- not reported + $57,209 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $153,048 related
-
Henry Williams
Trustee
- Total calculated
- $150,820
- From this org
- $0
- From related orgs
- $108,102
- Other
- $42,718
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- not reported
- Bonus
- not reported
- Other
- not reported + $108,102 related
- Deferred
- not reported + $42,718 related
- Nontaxable benefits
- not reported
- Filer's total
- not reported + $150,820 related
-
Juan Hernandez
Trustee
- Total calculated
- $136,148
- From this org
- $0
- From related orgs
- $97,586
- Other
- $38,562
- Hours/week
- 1 + 40 related
-
Ryan Lance
Trustee
- Total calculated
- $133,787
- From this org
- $0
- From related orgs
- $95,635
- Other
- $38,152
- Hours/week
- 1 + 40 related
-
Josh Graves
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Tom Owens
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Rachelle VanDeventer
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Glenn Bukoski
Secretary
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Larry Cowper
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
James Malenich
Trustee
- Total calculated
- $0
- Hours/week
- 1 + 40 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.
-
Outstate MI Trowel Trades Pension
501a · PENSION · MI
-
Michigan OP & CMIA Appr & Training
501C3 · TRAINING · MI
-
Plasterers & Cement Mason Loc 514
501c5 · Local · MI
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.
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
AJAX PAVING INDUSTRIES INC
-
AMALIO CORPORATION
-
ARISTEO CONSTRUCTION
-
AUDIA CONSTRUCTION
-
B & B CONCRETE PLACEMENT INC
-
BNA CONTRUCTORS USA JV
-
BOOS AA & SONS INC
-
BRENCAL CONTRACTORS INC
-
BYERS DC COMPANY
-
CCI INDUSTRIAL CONSTRUCTORS
-
CELL CRETE CORP
-
CENTURY CEMENT CO
-
CHRISTMAN CONSTRUCTORS INC
-
CIPPARRONE CONTRACTING INC
-
CLS CONSTRUCTION SERVICES
-
COLASANTI SPECIALTY SERVICES
-
COMMERCIAL CONTRACTING CORP
-
CONSTRUCTION LABOR SERVICES
-
COOK JACKSON CONTRACTORS
-
CREATIVE CEMENT INC
-
DEVON INDUSTRIAL GROUP
-
DILISIO CONTRACTING INC
-
DIVERSIFIED CONSTR SPEC
-
DOAN CONSTR CO
-
DOMINIC GAGLIO CONSTRUCTION
-
ELS CONSTRUCTION
-
EARLEY AND ASSOCIATES INC
-
EMINENT CONTRACTING LLC
-
ERICKSON & LINDSTROM CON
-
EVERGREENE ARCHITECTURAL ARTS
-
FESSLER & BOWMAN
-
FHJ PASCHENSN NIELSEN & ASSOC
-
FLORENCE CEMENT COMPANY
-
FORT WAYNE CONTRACTING INC
-
GM & SONS INC
-
GV CEMENT CONTRACTING CO
-
GARDNER CORPORATION
-
GENERAL ACID PROOFING
-
GIBSON-LEWIS
-
GRAND RIVER CONSTRUCTION INC
-
GRANGER CONSTRUCTION CO
-
GTR DET CEMENT MASON JOINT APP
-
HAMILTON CONTRACTING
-
HARNISH FIREPROOFING
-
HARTWELL CEMENT COMPANY
-
HOOVER WELLS LLC
-
HUB INTERIORS GROUP LLC
-
HULLS CA INC
-
IAFRATE ANGELO CONSTRUCTION
-
INDUSTRIAL CONCRETE SERVICES
-
INTEGRITY INTERIORS INC
-
JJ BARNEY CONSTRUCTION LLC
-
JJ WHITE INC
-
KAPPA AND WESTLAKE
-
KOALA-T CONSTRUCTION INC
-
LUNDA CONSTRUCTION COMPANY
-
MACRO D CONTRACTORS INC
-
MAJOR CEMENT CO
-
MEDINA RESOURCES GROUP
-
MEYER CR & SONS COMPANY
-
MID-AMERICAN GUNITE INC
-
MILLER BROS CONST
-
MOORE-TROSPER CONSTRUCTION CO
-
PAPALAS JOHN A & CO
-
POUND POOL PLASTERING NEW
-
PROGRESS COMPANY
-
RC CAST RESTORATION
-
RCL INDUSTRIAL
-
REHMUS AJ & SON INC
-
REICHENBACH CEILING
-
RSK EXCAVATING LLC
-
RUDOLPHLIBBE INC
-
RUSSELL PLASTERING SONS LLC
-
SANCHES CONSTRUCTION CO
-
SANTOS CEMENT
-
SAYLORS INC
-
SINELLI CHARLES AND SONS INC
-
SKYLINE PLASTERING INC
-
SORENSEN GROSS
-
STREETER BROTHERS INC
-
THE SPIEKER COMPANY
-
TOEBE CONSTRUCTION LLC
-
TRE TORRI CONSTRUCTION
-
TRI STATE INDUSTRIAL
-
V & O CONTRACTING COMPANY
-
W & G 2 LLC
-
W & G LLC
-
WCI CONSTRUCTION INC
-
WEIGAND CONSTRUCTION
-
WHITE EDWARD R CONTRACTOR IN
-
WHITE JJ INC
-
Z CONTRACTORS INC
-
ZENITH TECH INC
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 3 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202443209349316624
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.