Form 990 for tax year 2023
Filed by UAW-FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND.
Totals
- Total revenue
- $12,771,619
- Total expenses
- $12,014,730
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $12,680,453
- Investment income
- $0
- Other revenue
- $91,166
- Total assets, end of year
- $35,206,374
- Total liabilities, end of year
- $1,567,447
- Net assets or fund balances, end of year
- $33,638,927
- Program services expenses (Part IX)
- $12,014,730
- Management and general expenses
- $0
- Fundraising expenses
- $0
- Program service expenses (Part III)
- not reported
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 $12,680,453 · related or exempt $12,680,453
-
11a · Other revenue: RENTAL INCOME
total $67,921 · related or exempt $67,921
-
11b · Other revenue: REIMBURSEMENTS
total $18,461 · related or exempt $18,461
-
11c · Other revenue: REVERTED BENEFITS REVENUE
total $4,784 · related or exempt $4,784
-
11e · Other revenue, total
$91,166
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $8,334,344 · program services $8,334,344
-
7 · Other salaries and wages
total $1,011,431 · program services $1,011,431
-
9 · Other employee benefits
total $323,448 · program services $323,448
-
10 · Payroll taxes
total $75,085 · program services $75,085
-
11a · Fees: management
total $110,208 · program services $110,208
-
11b · Fees: legal
total $56,997 · program services $56,997
-
11g · Fees: other
total $6,917 · program services $6,917
-
13 · Office expenses
total $8,861 · program services $8,861
-
14 · Information technology
total $70,615 · program services $70,615
-
16 · Occupancy
total $135,180 · program services $135,180
-
17 · Travel
total $4,614 · program services $4,614
-
22 · Depreciation, depletion and amortization
total $1,509,985 · program services $1,509,985
-
23 · Insurance
total $39,788 · program services $39,788
-
24a · Other expenses: REPAIRS & MAINTENANCE
total $219,732 · program services $219,732
-
24b · Other expenses: SECURITY
total $85,143 · program services $85,143
-
24c · Other expenses: EQUIPMENT
total $15,209 · program services $15,209
-
24d · Other expenses: CAFETERIA
total $3,917 · program services $3,917
-
24e · All other expenses
total $3,256 · program services $3,256
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,530,716 · end of year $2,282,222
-
4 · Accounts receivable
beginning of year $150,357
-
7 · Other notes and loans receivable
beginning of year $1,616,156 · end of year $1,484,731
-
9 · Prepaid expenses and deferred charges
end of year $26,477
-
10a · Land, buildings and equipment: cost or other basis
$43,082,700
-
10b · Land, buildings and equipment: accumulated depreciation
$11,781,628
-
10c · Land, buildings and equipment, net
beginning of year $32,612,953 · end of year $31,301,072
-
15 · Other assets
end of year $111,872
-
17 · Accounts payable and accrued expenses
beginning of year $2,124,349 · end of year $622,085
-
24 · Unsecured notes and loans payable
beginning of year $774,007 · end of year $918,826
-
25 · Other liabilities
beginning of year $129,788 · end of year $26,536
-
31 · Retained earnings, endowment or other funds
beginning of year $32,882,038 · end of year $33,638,927
Mission and programs · 2023
Mission
THE UAW FORD VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION TRUST FUND IS CRAFTED FOR THE PURPOSE OF PROVIDING APPRENTICE AND TRAINING CLASSES, TUITION ASSISTANCE, AND EMPLOYEE SUPPORT SERVICES TO ITS CURRENT EMPLOYEES UNDER A COLLECTIVELY BARGAINED AGREEMENT, ON BEHALF OF THE UNITED AUTOMOBILE, AEROSPACE, AND AGRICULTURAL IMPLEMEN WORKERS OF AMERICA AND FORD MOTOR COMPANY, IN COMPLIANCE WITH THE TAFT-HARTLEY ACT.
-
THE UAW FORD VOLUNTARY EMPLOYEE BENEFICIARY ASSOCIATION TRUST FUND IS CRAFTED FOR THE PURPOSE OF PROVIDING APPRENTICE AND TRAINING CLASSES, TUITION ASSISTANCE, AND EMPLOYEE SUPPORT SERVICES TO ITS CURRENT EMPLOYEES UNDER A COLLECTIVELY BARGAINED AGREEMENT, ON BEHALF OF THE UNITED AUTOMOBILE, AEROSPACE, AND AGRICULTURAL IMPLEMENT WORKERS OF AMERICA AND FORD MOTOR COMPANY, IN COMPLIANCE WITH THE TAFT-HARTLEY ACT.
As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Scott BrittonSCOTT BRITTON
DIRECTOR
- Total calculated
- $0
- Hours/week
- 0
-
Chuck BrowningCHUCK BROWNING
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 0
-
Sean CoughlinSEAN COUGHLIN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Scott EskridgeSCOTT ESKRIDGE
ADMIN. ASSIS
- Total calculated
- $0
- Hours/week
- 0
-
Darryl GoodwinDARRYL GOODWIN
EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 0
-
Rima JasserRIMA JASSER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Brandon KeattsBRANDON KEATTS
TOP ADMIN. A
- Total calculated
- $0
- Hours/week
- 0
-
Michael LankMICHAEL LANK
EXECUTIVE DI
- Total calculated
- $0
- Hours/week
- 0
-
Kevin LegelKEVIN LEGEL
VICE PRESIDE
- Total calculated
- $0
- Hours/week
- 0
-
David ParentDAVID PARENT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Jenny ToronyJENNY TORONY
TRUSTEE
- 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.
-
UNITED AUTOMOBILE WORKERS OF AMERIC
501C5 · UNION · MI
-
UAW-FORD LABOR-MANAGEMENT COMMITTEES TRUST FUND
5 · LABOR MGMT · MI
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.
-
FORD MOTOR COMPANY
C CORP · AUTO MFG. · MI
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 11 September 2024
- IRS schema version
- 2023v5.0
- Source object
- 202422899349301957
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