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← FLINT AREA SHEET METAL WORKERS HEALTH & WELFARE FUND

Form 990 for tax year 2023

Filed by FLINT AREA SHEET METAL WORKERS HEALTH & WELFARE FUND.

Totals

Total revenue
$3,870,162
Total expenses
$3,713,296
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$3,833,171
Investment income
$36,991
Other revenue
$0
Total assets, end of year
$5,471,330
Total liabilities, end of year
$1,836,738
Net assets or fund balances, end of year
$3,634,592
Program services expenses (Part IX)
$3,713,296
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
$3,713,296

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: EMPLYER CONTRIBUTIONS

    total $3,230,138 · related or exempt $3,230,138

  • 2b · Program service revenue: MEMBER SELF-PAYMENTS

    total $489,610 · related or exempt $489,610

  • 2c · Program service revenue: EMPLYER CONTR TO 401H

    total $113,423 · related or exempt $113,423

  • 3 · Investment income

    total $36,991 · excluded $36,991

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,210,569 · program services $3,210,569

  • 11a · Fees: management

    total $350,265 · program services $350,265

  • 11b · Fees: legal

    total $25,673 · program services $25,673

  • 11c · Fees: accounting

    total $21,247 · program services $21,247

  • 11f · Fees: investment management

    total $1,219 · program services $1,219

  • 11g · Fees: other

    total $57,396 · program services $57,396

  • 13 · Office expenses

    total $15,687 · program services $15,687

  • 19 · Conferences, conventions and meetings

    total $9,518 · program services $9,518

  • 23 · Insurance

    total $10,412 · program services $10,412

  • 24a · Other expenses: LOST WAGES 7 FRINGE BENEFITS

    total $6,392 · program services $6,392

  • 24b · Other expenses: MEMBERSHIP DUES

    total $4,918 · program services $4,918

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $1,313,844 · end of year $1,185,295

  • 4 · Accounts receivable

    beginning of year $249,186 · end of year $296,794

  • 9 · Prepaid expenses and deferred charges

    beginning of year $38,171 · end of year $70,893

  • 10a · Land, buildings and equipment: cost or other basis

    $4,698

  • 10b · Land, buildings and equipment: accumulated depreciation

    $4,698

  • 11 · Investments: publicly traded securities

    beginning of year $915,015 · end of year $1,325,394

  • 15 · Other assets

    beginning of year $2,301,356 · end of year $2,592,954

  • 17 · Accounts payable and accrued expenses

    beginning of year $108,637 · end of year $108,738

  • 25 · Other liabilities

    beginning of year $1,483,000 · end of year $1,728,000

  • 31 · Retained earnings, endowment or other funds

    beginning of year $3,225,935 · end of year $3,634,592

Mission and programs · 2023

Mission

The Trust Fund is created, established and maintained for the purpose of providing health and welfare benefits to eligible plan participants and their dependents and, or beneficiaries in accordance with the rules and regulations adopted by the Fund and its Trustees.

  • Benefits paid to or for members during the year for health, dental, vision, prescription, and other health care costs, including premiums paid to insurance carriers for applicable policies.

    Expenses $3,713,296

As filed on the 2023 return.

Listed in Part VII

  • Scott Brotherton

    SECRETARY

    Total calculated
    $120,623
    From this org
    $0
    From related orgs
    $83,551
    Other
    $37,072
    Hours/week
    1 + 40 related

  • Ronald Moore

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Michael Carpenter

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Ryan Lynch

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Dave Hendershot

    FORMER TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Emily Hendershot

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Matt Cramer

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Bart Carrigan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Thomas Windle

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Steve Bator

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related

  • Jeffrey Zeek

    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.

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.

  • ABSOLUT BALANCING CO INC

  • ADVANTAGE MECHANICAL GROUP

  • AIR SOLUTIONS INC

  • ALL AMERICAN BALANCING

  • DEE CRAMER INC

  • ECKER MECHANICAL

  • ENVIRO-AIRE INC

  • GALLAGHER KAISER CORP

  • GOYETTE MECHANICAL

  • LIBERTY SHEET METAL

  • MJ MECHANICAL

  • NATIONAL ROOFING

  • S & Z SHEETMETAL INC

  • WARREN SYSTEMS INC

  • WILLIAM E WALTER INC

  • WM FLOYD HEATING COMPANY

  • YMCA OF GREATER FLINT

Provenance

Return type
form_990
Tax year
2023
Filed
25 October 2024
IRS schema version
2023v5.1
Source object
202413139349303371

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