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← LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND

Form 990 for tax year 2023

Filed by LOCAL 237 TEAMSTERS NORTH BABYLON SCHOOL DISTRICT H&W TRUST FUND.

Totals

Total revenue
$107,960
Total expenses
$154,886
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$102,758
Investment income
$5,202
Other revenue
$0
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
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 $102,758 · related or exempt $102,758

  • 7a · Gross sales of assets other than inventory

    securities $100,180

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

    securities $94,978

  • 7c · Gain or loss

    securities $5,202

  • 7d · Net gain or loss

    total $5,202 · excluded $5,202

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $88,870

  • 11b · Fees: legal

    total $6,011

  • 11c · Fees: accounting

    total $9,000

  • 11f · Fees: investment management

    total $143

  • 11g · Fees: other

    total $6,800

  • 13 · Office expenses

    total $1,453

  • 19 · Conferences, conventions and meetings

    total $1,195

  • 23 · Insurance

    total $206

  • 24a · Other expenses: REIMBURSED ADMINISTRATI

    total $39,419

  • 24b · Other expenses: ADMINISTRATIVE CHARGES

    total $1,789

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $47,511 · end of year $0

  • 2 · Savings and temporary cash investments

    end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $745 · end of year $0

  • 10c · Land, buildings and equipment, net

    end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $96,291 · end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $10,145

  • 19 · Deferred revenue

    beginning of year $17,823

  • 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 $116,579 · end of year $0

Mission and programs · 2023

Mission

TO PROVIDE VARIOUS MEDICAL BENEFITS TO ELIGIBLE MEMBERS.

  • TO PROVIDE SHORT-TERM DISABILITY, DENTAL, DRUG, OPTICAL, DEATH, ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS TO ELIGIBLE MEMBERS COVERED UNDER COLLECTIVELY BARGAINED LABOR CONTRACTS NEGOTIATED BY THE CITY EMPLOYEES LOCAL 237 IBT AND TO THOSE OTHERWISE QUALIFIED

As filed on the 2023 return.

Listed in Part VII

  • Ben Carenza

    UNION TRUSTEE

    Total calculated
    $224,850
    From this org
    $0
    From related orgs
    $211,048
    Other
    $13,802
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $211,048 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $13,106 related
    Nontaxable benefits
    $0 + $696 related
    Filer's total
    $0 + $224,850 related

  • Andrew Viegas

    UNION TRUSTEE

    Total calculated
    $44,200
    From this org
    $0
    From related orgs
    $44,200
    Other
    $0
    Hours/week
    1 + 40 related

  • Scott Dimperio

    UNION TRUSTEE

    Total calculated
    $44,200
    From this org
    $0
    From related orgs
    $44,200
    Other
    $0
    Hours/week
    1 + 40 related

  • Frank Bacchi

    SCHOOL DISTRICT TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    1

  • Matthew Backes

    SCHOOL DISTRICT TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kristopher Oliva

    SCHOOL DISTRICT TRUSTEE (P)

    Total calculated
    $0
    Hours/week
    1

  • Jennifer Ahrens

    SCHOOL DISTRICT 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. 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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

Provenance

Return type
form_990
Tax year
2023
Filed
15 May 2025
IRS schema version
2023v6.0
Source object
202501359349304910

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