Form 990 for tax year 2022
Filed by SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN.
Totals
- Total revenue
- $1,543,631
- Total expenses
- $1,667,098
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $1,460,771
- Investment income
- $50,443
- Other revenue
- $32,417
- Total assets, end of year
- $1,842,380
- Total liabilities, end of year
- $4,151
- Net assets or fund balances, end of year
- $1,838,229
- Program services expenses (Part IX)
- $0
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
Program services were 0.0% 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: EMPLOYER CONTRIBUTIONS
total $1,437,222 · related or exempt $1,437,222
-
2b · Program service revenue: FORFEITURES AND DAMAGES
total $23,549 · related or exempt $23,549
-
3 · Investment income
total $50,443 · related or exempt $50,443
-
11a · Other revenue: INDIVIDUAL ACCOUNT FEES
total $30,619 · related or exempt $30,619
-
11b · Other revenue: OTHER
total $1,798 · related or exempt $1,798
-
11e · Other revenue, total
$32,417
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $1,589,768
-
11b · Fees: legal
total $7,697
-
11c · Fees: accounting
total $9,117
-
11f · Fees: investment management
total $6,595
-
11g · Fees: other
total $37,653
-
13 · Office expenses
total $11,807
-
19 · Conferences, conventions and meetings
total $1,235
-
23 · Insurance
total $3,226
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $434,916 · end of year $539,726
-
2 · Savings and temporary cash investments
beginning of year $479,225 · end of year $426,974
-
4 · Accounts receivable
beginning of year $124,984 · end of year $149,541
-
9 · Prepaid expenses and deferred charges
beginning of year $1,131
-
11 · Investments: publicly traded securities
beginning of year $941,419 · end of year $726,139
-
17 · Accounts payable and accrued expenses
beginning of year $4,238 · end of year $4,151
-
31 · Retained earnings, endowment or other funds
beginning of year $1,977,437 · end of year $1,838,229
Mission and programs · 2022
Mission
TO PROVIDE VACATION SAVING ACCOUNTS FOR PARTICIPANTS.
-
TO PROVIDE VACATION SAVING ACCOUNTS FOR PARTICIPANTS.
As filed on the 2022 return.
Listed in Part VII
-
MIKE BAKER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
ADAM HAIGHT
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1
-
RICHARD MORRISON
SECRETARY
- Total calculated
- $0
- Hours/week
- 1
-
CODY MORRITT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
NICK PATCH
TRUSTEE
- 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.
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.
-
LIUNA LOCAL 1686
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.
-
ABATEMENT CONTRACTORS OF MT
-
ACME CONCRETE PAVING INC
-
ALL AMERICAN UNDERGROUND
-
ALPINE SIGNS INC
-
ANDERSON MASONRY INC
-
AZCO
-
BECKMAN CONTRACTING
-
BLATTNER ENERGY LLC
-
BRANDENBURG INDUSTRIAL SERVICE
-
BROTHERS PIPELINE CORP
-
C H MURPHYCLARK-ULLMAN INC
-
CECCANTI CONSTRUCTION
-
CHUCK JENNE MASONRY
-
CONDON-JOHNSON & ASSOCIATES
-
CONSTRUCTION TURN AROUND
-
COP CONSTRUCTION LLC
-
CORAL CONSTRUCTION
-
DICK OLSON CONSTRUCTION
-
DLB SERVICES LLC
-
ED BOLAND CONSTRUCTION
-
ENVIRONMENTAL CONTRACTORS LLC
-
GAGNON INC
-
GRANITE CONSTRUCTION CO
-
GUY NIELSON COMPANY
-
H & H CONTRACTING
-
HANGING H COMPANIES LLC
-
HOFFMAN EXCAVATING
-
HOLLOW CONTRACTING
-
HUNTER BROTHERS CONST INC
-
INTERSTATE IMPROVEMENT INC
-
JAY FORTUNE CONSTRUCTION
-
JEFFERY CONTRACTING LLC
-
JH KELLY
-
JOHNSON CONSTRUCTION
-
K & K ROOFING
-
KISSOCK CONSTRUCTION
-
LABORERS TRAINING PROGRAM
-
LEPROWSE CONSTRUCTION
-
MICHELS CONSTRUCTION INC
-
MICHELS PIPELINE
-
MILE HIGH EXCAVATING LLC
-
MONTANA STATE AFL-CIO
-
MOUNTAIN WEST HOLDING COMPANY
-
NADEAU CONCRETE LLC
-
NAES POWER CONTRACTORS INC
-
NORTHWEST REGIONAL ORG COMM
-
NW LECET
-
OFTEDAL CONSTRUCTION INC
-
POTEET CONSTRUCTION INC
-
PRECISION HIGHWAY CONTRACTORS
-
PRECISION PRECAST ERECTORS LLC
-
PROSPECT CONSTRUCTION
-
PULLMAN POWER LLC
-
Q&D CONSTRUCTION
-
REYNOLDS CONSTRUCTION CO
-
SCHELLINGER CONST
-
SCHELLINGER CONSTRUCTION
-
SLETTEN CONST
-
SNELSON COMPANIES INC
-
SWANK BUILDERS
-
TABBERT CONSTRUCTION
-
TOBINESS CONSTRUCTION
-
UNITED PIPING
-
WASLEY EXCAVATING LLC
-
WELDTECH SERVICES INC
-
WESTERN MUNICIPAL CONST
-
WHITE RESOURCES
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 18 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430579349301653
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