Form 990 for tax year 2023
Filed by U A LOCAL 38 GROUP SUPPLEMENTAL UNEMPLOYMENT BENEFIT TRUST.
Totals
- Total revenue
- $1,871,848
- Total expenses
- $653,279
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,836,344
- Investment income
- $35,504
- Other revenue
- $0
- Total assets, end of year
- $2,934,434
- Total liabilities, end of year
- $111,383
- Net assets or fund balances, end of year
- $2,823,051
- 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 $1,834,781 · related or exempt $1,834,781
-
2b · Program service revenue: LIQUIDATED DAMAGES
total $1,563 · related or exempt $1,563
-
3 · Investment income
total $35,504 · excluded $35,504
-
4 · Income from investment of tax-exempt bond proceeds
total $0
-
5 · Royalties
total $0
-
6c · Rental income or loss
real property $0 · personal property $0
-
6d · Net rental income or loss
total $0
-
7d · Net gain or loss
total $0
-
8a · Fundraising events: gross income
$0
-
8b · Fundraising events: direct expenses
$0
-
8c · Net income from fundraising events
total $0
-
9a · Gaming: gross income
$0
-
9b · Gaming: direct expenses
$0
-
9c · Net income from gaming
total $0
-
10a · Gross sales of inventory
$0
-
10b · Cost of goods sold
$0
-
10c · Net income from sales of inventory
total $0
-
11e · Other revenue, total
$0
Functional expenses
Part IX, the statement of functional expenses.
-
1 · Grants to domestic organizations and governments
total $0
-
2 · Grants to domestic individuals
total $0
-
3 · Grants to foreign organizations and individuals
total $0
-
4 · Benefits paid to or for members
total $585,171
-
5 · Compensation of officers, directors and key employees
total $0
-
6 · Compensation of disqualified persons
total $0
-
7 · Other salaries and wages
total $11,980
-
8 · Pension plan contributions
total $5,283
-
9 · Other employee benefits
total $3,154
-
10 · Payroll taxes
total $1,392
-
11a · Fees: management
total $0
-
11b · Fees: legal
total $5,640
-
11c · Fees: accounting
total $20,022
-
11d · Fees: lobbying
total $0
-
11e · Fees: professional fundraising services
total $0
-
11f · Fees: investment management
total $0
-
11g · Fees: other
total $3,302
-
12 · Advertising and promotion
total $283
-
13 · Office expenses
total $4,257
-
14 · Information technology
total $39
-
15 · Royalties
total $0
-
16 · Occupancy
total $2,968
-
17 · Travel
total $460
-
18 · Travel or entertainment for public officials
total $0
-
19 · Conferences, conventions and meetings
total $389
-
20 · Interest
total $0
-
21 · Payments to affiliates
total $0
-
22 · Depreciation, depletion and amortization
total $0
-
23 · Insurance
total $8,322
-
24a · Other expenses: DUES AND MEMBERSHIPS
total $90
-
24b · Other expenses: MISCELLANEOUS EXPENSES
total $527
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,507,362 · end of year $739,930
-
2 · Savings and temporary cash investments
beginning of year $0 · end of year $0
-
3 · Pledges and grants receivable
beginning of year $0 · end of year $0
-
4 · Accounts receivable
beginning of year $164,000 · end of year $159,000
-
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 $0 · end of year $0
-
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 $0 · end of year $0
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
11 · Investments: publicly traded securities
beginning of year $0 · end of year $2,035,504
-
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 $0 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $0 · end of year $0
-
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 $66,880 · end of year $111,383
-
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 $1,604,482 · end of year $2,823,051
Mission and programs · 2023
Mission
TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS IN ACCORDANCE WITH TERMS OF THE COLLECTIVE BARGAINING AGREEMENT TO PARTICIPANTS MEETING CERTAIN ELIGIBILITY REQUIREMENTS IN THIS MULTIEMPLOYER PLAN.
Activities or mission (Part I)
TO PROVIDE SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO ELIGIBLE PARTICIPANTS IN THIS MULTIEMPLOYER PLAN.
-
PROVIDED SUPPLEMENTAL UNEMPLOYMENT BENEFITS IN ACCORDANCE WITH TERMS OF THE COLLECTIVE BARGAINING AGREEMENT TO PARTICIPANTS MEETING CERTAIN ELIGIBILITY REQUIREMENTS IN THIS MULTIEMPLOYER PLAN.
As filed on the 2023 return.
Listed in Part VII
-
Robert E Buckley Jr
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Armand Kilijian
Treasurer
- Total calculated
- $0
- Hours/week
- 0.1
-
Fred Nurisso
CO-Chairman
- Total calculated
- $0
- Hours/week
- 0.1
-
Larry Mazzola Jr
Chairman
- Total calculated
- $0
- Hours/week
- 0.1
-
Bill Blackwell
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Frank Reardon
Secretary
- Total calculated
- $0
- Hours/week
- 0.1
-
John Chiarenza
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
Tony Guzzetta
Trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
RJ Ferrari
trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
ALEX HALL
TRUstee
- Total calculated
- $0
- Hours/week
- 0.1
-
JOHN CORSO
ALTERNATE TRUSTEE
- Total calculated
- $0
- Hours/week
- 0.1
-
michael buckley
trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
KEVIN CARACCIOLO
trustee
- Total calculated
- $0
- Hours/week
- 0.1
-
SEE SCHEDULE O FOR COMPENSATION
PAID BY RELATED ORGANIZATIONS
- 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.
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.
-
UA local 38 VACATION TRUST FUND
501(C)(9) · PROVIDE BENEF · CA
Directly controlled by na
-
501(C)(9) · PROVIDE BENEF · CA
Directly controlled by na
-
UA local 38 DEFINED BENEFIT PENSION
501(A) · PROVIDE BENEF · CA
Directly controlled by na
-
UA local 38 APPRENTICE TRAINING TRUST
501(C)(3) · PROVIDE Train · CA
Directly controlled by na
-
UA local 38 SCHOLARSHIP TRUST FUND
501(C)(9) · PROVIDE SCHOL · CA
Directly controlled by na
-
UA LOCAL 38 HEALTH & WELFARE TRUST FUND
501(C)(9) · BENEFITS · CA
Directly controlled by NA
-
UNITED ASSOCIATION OF JOURNEYMEN & 38 PP
501(C)(5) · LABOR UNION · CA
Directly controlled by NA
-
501(C)(9) · CHILDCARE · CA
Directly controlled by NA
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 1 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202501259349301305
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