Totals
- Total revenue
- $8,006,934
- Total expenses
- $6,326,492
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $7,938,164
- Investment income
- $44,617
- Other revenue
- $24,153
- Total assets, end of year
- $5,255,442
- Total liabilities, end of year
- $50,161
- Net assets or fund balances, end of year
- $5,205,281
- Program services expenses (Part IX)
- $6,326,492
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $6,326,492
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: Employer Contributions
total $7,795,019 · unrelated business $0 · excluded $0
-
2b · Program service revenue: Participant Contributions
total $143,145 · unrelated business $0 · excluded $0
-
3 · Investment income
total $68,274 · unrelated business $0 · excluded $0
-
7a · Gross sales of assets other than inventory
securities $2,633,201
-
7b · Less cost or other basis and sales expenses
securities $2,656,858
-
7c · Gain or loss
securities -$23,657
-
7d · Net gain or loss
total -$23,657 · related or exempt -$23,657 · unrelated business $0 · excluded $0
-
11a · Other revenue: unrealized appreciation depeciation of investments
total $12,706 · related or exempt $12,706 · unrelated business $0 · excluded $0
-
11b · Other revenue: Collection fees
total $11,447 · related or exempt $11,447 · unrelated business $0 · excluded $0
-
11e · Other revenue, total
$24,153
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $5,871,741 · program services $5,871,741
-
10 · Payroll taxes
total $8,763 · program services $8,763 · management and general $0 · fundraising $0
-
11b · Fees: legal
total $132,014 · program services $132,014 · management and general $0 · fundraising $0
-
11c · Fees: accounting
total $31,697 · program services $31,697 · management and general $0 · fundraising $0
-
11g · Fees: other
total $62,160 · program services $62,160 · management and general $0 · fundraising $0
-
13 · Office expenses
total $44,221 · program services $44,221 · management and general $0 · fundraising $0
-
19 · Conferences, conventions and meetings
total $10,817 · program services $10,817 · management and general $0 · fundraising $0
-
23 · Insurance
total $8,425 · program services $8,425 · management and general $0 · fundraising $0
-
24a · Other expenses: Administrative Fees
total $143,464 · program services $143,464 · management and general $0 · fundraising $0
-
24b · Other expenses: Actuarial Fees
total $13,190 · program services $13,190 · management and general $0 · fundraising $0
-
24e · All other expenses
total $0 · program services $0 · management and general $0 · fundraising $0
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $870,595 · end of year $2,202,834
-
4 · Accounts receivable
beginning of year $766,043 · end of year $616,858
-
9 · Prepaid expenses and deferred charges
beginning of year $5,730 · end of year $457,722
-
11 · Investments: publicly traded securities
beginning of year $1,949,334 · end of year $1,978,028
-
12 · Investments: other securities
end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $66,863 · end of year $50,161
-
31 · Retained earnings, endowment or other funds
beginning of year $3,524,839 · end of year $5,205,281
Mission and programs · 2022
Mission
Provide Health Benefits
-
Health and Welfare benefits, administration of the plan.
Expenses $6,326,492 · Revenue $8,006,934
As filed on the 2022 return.
Listed in Part VII
-
Dan Somenauer
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
Neil Pittman
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
Neil Stamp
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
William Turner
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
Robert Ripple
Trustee
- Total calculated
- $130,768
- From this org
- $0
- From related orgs
- $130,768
- Other
- $0
- Hours/week
- 40
-
Michael Berg
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
Owen Thornton
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
Kevin Meagher
Trustee
- Total calculated
- $81,589
- From this org
- $0
- From related orgs
- $81,589
- Other
- $0
- Hours/week
- 40
-
Scott Miller
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
Wade Edwards
Trustee
- Total calculated
- $80,050
- From this org
- $0
- From related orgs
- $80,050
- Other
- $0
- Hours/week
- 40
-
Tom Dyl
Trustee
- Total calculated
- $0
- Hours/week
- 40
-
Shawn Holeman
Trustee
- Total calculated
- $71,518
- From this org
- $0
- From related orgs
- $71,518
- Other
- $0
- Hours/week
- 40
-
John Thornburgh
Trustee
- Total calculated
- $0
- Hours/week
- 40
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.
-
Abatement Workers Nat'l DC Pension Fund
401(a) · Pension Fund · MI
-
Abatement Workers Nat'l Vacation Fund
501(c)(9) · Vacation Fund · MI
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 21 February 2024
- IRS schema version
- 2022v5.0
- Source object
- 202430819349300208
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.