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← USW HRA FUND

Form 990 for tax year 2024

Filed by USW HRA FUND.

Totals

Total revenue
$5,165,000
Total expenses
$4,045,055
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,139,594
Investment income
$2,025,406
Other revenue
$0
Total assets, end of year
$51,394,238
Total liabilities, end of year
$903,484
Net assets or fund balances, end of year
$50,490,754
Program services expenses (Part IX)
$4,045,055
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$4,045,055

Program services were 100.0% 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: Participating Employer Contributions

    total $3,139,594 · related or exempt $3,139,594 · unrelated business $0 · excluded $0

  • 2f · All other program service revenue

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 3 · Investment income

    total $2,012,970 · related or exempt $2,012,970 · unrelated business $0 · excluded $0

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 5 · Royalties

    total $0 · related or exempt $0 · unrelated business $0 · excluded $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 7a · Gross sales of assets other than inventory

    securities $34,485,980 · other assets $0

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

    securities $34,473,544 · other assets $0

  • 7c · Gain or loss

    securities $12,436 · other assets $0

  • 7d · Net gain or loss

    total $12,436 · related or exempt $12,436 · unrelated business $0 · excluded $0

  • 11e · Other revenue, total

    $0

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0 · program services $0

  • 2 · Grants to domestic individuals

    total $0 · program services $0

  • 3 · Grants to foreign organizations and individuals

    total $0 · program services $0

  • 4 · Benefits paid to or for members

    total $3,556,000 · program services $3,556,000

  • 5 · Compensation of officers, directors and key employees

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 6 · Compensation of disqualified persons

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 7 · Other salaries and wages

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 8 · Pension plan contributions

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 9 · Other employee benefits

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 10 · Payroll taxes

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11a · Fees: management

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11b · Fees: legal

    total $44,850 · program services $44,850 · management and general $0 · fundraising $0

  • 11c · Fees: accounting

    total $30,290 · program services $30,290 · management and general $0 · fundraising $0

  • 11d · Fees: lobbying

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 11e · Fees: professional fundraising services

    total $0 · fundraising $0

  • 11f · Fees: investment management

    total $74,630 · program services $74,630 · management and general $0 · fundraising $0

  • 11g · Fees: other

    total $308,405 · program services $308,405 · management and general $0 · fundraising $0

  • 12 · Advertising and promotion

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 13 · Office expenses

    total $4,964 · program services $4,964 · management and general $0 · fundraising $0

  • 14 · Information technology

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 15 · Royalties

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 16 · Occupancy

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 17 · Travel

    total $162 · program services $162 · management and general $0 · fundraising $0

  • 18 · Travel or entertainment for public officials

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 19 · Conferences, conventions and meetings

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 20 · Interest

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 21 · Payments to affiliates

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 22 · Depreciation, depletion and amortization

    total $0 · program services $0 · management and general $0 · fundraising $0

  • 23 · Insurance

    total $19,179 · program services $19,179 · management and general $0 · fundraising $0

  • 24e · All other expenses

    total $6,575 · program services $6,575 · management and general $0 · fundraising $0

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $53,942 · end of year $328,727

  • 2 · Savings and temporary cash investments

    beginning of year $1,812,078 · end of year $134,923

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $0 · end of year $0

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $599,760 · end of year $563,279

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,352 · end of year $834

  • 11 · Investments: publicly traded securities

    beginning of year $46,056,669 · end of year $50,319,188

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $81,169 · end of year $47,287

  • 17 · Accounts payable and accrued expenses

    beginning of year $916,726 · end of year $903,484

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $0 · 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 $47,691,244 · end of year $50,490,754

Mission and programs · 2024

Mission

HEALTH CARE PROGRAM: BENEFIT PAYMENTS MADE THROUGH A HEALTH REIMBURSEMENT ARRANGEMENT THAT REIMBURSES APPROXIMATELY 2,268 PARTICIPANTS, RETIREES OR THEIR DEPENDENTS FOR ELIGIBLE MEDICAL EXPENSES THAT ARE TAX DEDUCTIBLE UNDER INTERNAL REVENUE CODE SECTION 213.

  • PARTICIPATING EMPLOYER CONTRIBUTIONS: BENEFIT PAYMENTS TO PARTICIPANTS FOR REIMBURSEMENT OF ELIGIBLE MEDICAL EXPENSES UNDER INTERNAL REVENUE CODE SECTION 213.

    Expenses $3,982,791 · Revenue $3,139,594

  • GROSS AMOUNT FROM SALES OF ASSETS OTHER THAN INVENTORY: REALIZED LOSS ON SALES OF INVESTMENTS OF PARTICIPATING EMPLOYER CONTRIBUTIONS HELD IN TRUST TO REIMBURSE PARTICIPANTS FOR ELIGIBLE MEDICAL EXPENSES UNDER INTERNAL REVENUE CODE SECTION 213.

    Expenses $62,264 · Revenue $12,437

As filed on the 2024 return.

Listed in Part VII

  • Carolyn Adams-Rossignol

    EXECUTIVE DIRECTOR

    Total calculated
    $218,837
    From this org
    $0
    From related orgs
    $162,106
    Other
    $56,731
    Hours/week
    1.06 + 33.94 related

    Schedule J breakdown matched by us

    Base
    $0 + $162,106 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $17,050 related
    Nontaxable benefits
    $0 + $39,682 related
    Filer's total
    $0 + $218,838 related

  • Meredith Albright

    Finance Director

    Total calculated
    $182,158
    From this org
    $0
    From related orgs
    $135,132
    Other
    $47,026
    Hours/week
    2.1 + 32.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $135,132 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $14,173 related
    Nontaxable benefits
    $0 + $32,853 related
    Filer's total
    $0 + $182,158 related

  • Doug Corzine

    IT MANAGER

    Total calculated
    $171,365
    From this org
    $0
    From related orgs
    $126,942
    Other
    $44,423
    Hours/week
    0.25 + 34.75 related

    Schedule J breakdown matched by us

    Base
    $0 + $126,942 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,312 related
    Nontaxable benefits
    $0 + $31,110 related
    Filer's total
    $0 + $171,364 related

  • Charles Knight

    DEPUTY EXECUTIVE DIRECTOR

    Total calculated
    $37,477
    From this org
    $0
    From related orgs
    $30,449
    Other
    $7,028
    Hours/week
    0.23 + 34.77 related

    Schedule J breakdown matched by us

    Base
    $0 + $30,449 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $3,195 related
    Nontaxable benefits
    $0 + $3,833 related
    Filer's total
    $0 + $37,477 related

  • Mark Rhodes

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    0

  • Terrence Sproule

    SECRETARY

    Total calculated
    $0
    Hours/week
    0

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.

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.

  • Clearwater Paper Corporation

    C · Tissue Manufacturing · DE

  • Sofidel America Corp

    C · Tissue Manufacturing · FL

Provenance

Return type
form_990
Tax year
2024
Filed
6 November 2025
IRS schema version
2024v5.0
Source object
202513139349301106

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