Form 990 for tax year 2023
Filed by COLORADO FINISHING TRADES HEALTH AND WELFARE FUND.
Totals
- Total revenue
- $6,022,588
- Total expenses
- $5,534,479
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $5,874,052
- Investment income
- $146,572
- Other revenue
- $1,964
- Total assets, end of year
- $7,628,212
- Total liabilities, end of year
- $2,605,267
- Net assets or fund balances, end of year
- $5,022,945
- 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 $5,699,710 · related or exempt $5,699,710
-
2b · Program service revenue: Participant Contributi
total $117,919 · related or exempt $117,919
-
2c · Program service revenue: Vacation Contributions
total $56,423 · related or exempt $56,423
-
3 · Investment income
total $207,707 · excluded $207,707
-
7a · Gross sales of assets other than inventory
securities $909,880
-
7b · Less cost or other basis and sales expenses
securities $971,015
-
7c · Gain or loss
securities -$61,135
-
7d · Net gain or loss
total -$61,135 · related or exempt -$61,135
-
11a · Other revenue: Other income
total $1,964 · excluded $1,964
-
11e · Other revenue, total
$1,964
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $4,963,376
-
10 · Payroll taxes
total $688
-
11a · Fees: management
total $123,600
-
11b · Fees: legal
total $118,251
-
11c · Fees: accounting
total $33,703
-
11f · Fees: investment management
total $22,318
-
11g · Fees: other
total $219,752
-
13 · Office expenses
total $26,094
-
23 · Insurance
total $24,483
-
24e · All other expenses
total $2,214
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $952,571 · end of year $1,189,584
-
4 · Accounts receivable
beginning of year $1,072,654 · end of year $887,304
-
11 · Investments: publicly traded securities
beginning of year $4,688,214 · end of year $5,551,324
-
17 · Accounts payable and accrued expenses
beginning of year $56,767 · end of year $83,967
-
25 · Other liabilities
beginning of year $2,281,300 · end of year $2,521,300
-
27 · Net assets without donor restrictions
beginning of year $4,375,372 · end of year $5,022,945
Mission and programs · 2023
Mission
To provide vacation and health and welfare benefits to eligible participants.
-
The plan provides vacation and health and welfare benefits to eligible participants.
As filed on the 2023 return.
Listed in Part VII
-
Josh Kreul
Employer Trustee, Secretary
- Total calculated
- $0
- Hours/week
- 1
-
Douglas Lenon
Employer Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Ruthanne Zueger
Employer Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Doug Gleaton
Employee Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Robert Gilmore
Employee Trustee
- Total calculated
- $0
- Hours/week
- 1
-
Jeremiah Fitch
Employee Trustee, Chairman
- 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.
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 partnerships
Part III: related organizations taxable as a partnership, with the filer's share.
-
Info Sch R Part III & IV maintained by the fund administrator
N/A
Related corporations and trusts
Part IV: related organizations taxable as a corporation or trust.
-
Info Sch R Part III & IV maintained by the fund administrator
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 May 2025
- IRS schema version
- 2023v6.0
- Source object
- 202511339349307261
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