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← PLUMBERS UNION LOCAL NO 55 SUPPLEMENTAL UNEMPLOYMENT BENEFITS

Form 990 for tax year 2023

Filed by PLUMBERS UNION LOCAL NO 55 SUPPLEMENTAL UNEMPLOYMENT BENEFITS.

Totals

Total revenue
$68,244
Total expenses
$168,327
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$25,155
Investment income
$43,089
Other revenue
$0
Total assets, end of year
$1,346,684
Total liabilities, end of year
$2,078
Net assets or fund balances, end of year
$1,344,606
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$168,327

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: CONTRIBUTIONS

    total $25,155 · related or exempt $25,155

  • 3 · Investment income

    total $43,089 · excluded $43,089

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $84,503

  • 10 · Payroll taxes

    total $5,651

  • 11b · Fees: legal

    total $5,003

  • 11c · Fees: accounting

    total $27,352

  • 11f · Fees: investment management

    total $7,000

  • 11g · Fees: other

    total $12,417

  • 13 · Office expenses

    total $3,586

  • 23 · Insurance

    total $2,873

  • 24a · Other expenses: CLERICAL & OTHER EXP

    total $18,250

  • 24b · Other expenses: TRUSTEE FEES

    total $1,692

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $52,532 · end of year $46,322

  • 2 · Savings and temporary cash investments

    beginning of year $18,676 · end of year $125,295

  • 10a · Land, buildings and equipment: cost or other basis

    $22,846

  • 10b · Land, buildings and equipment: accumulated depreciation

    $22,846

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 12 · Investments: other securities

    beginning of year $1,310,574 · end of year $1,175,067

  • 25 · Other liabilities

    beginning of year $5,354 · end of year $2,078

  • 27 · Net assets without donor restrictions

    beginning of year $1,376,428 · end of year $1,344,606

Mission and programs · 2023

Mission

VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION WHICH PROVIDES SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO UNION EMPLOYEES.

Activities or mission (Part I)

VOLUNTARY EMPLOYEES BENEFICIARY ASSOCIATION WHICH PROVIDES (CONTINUED ON SCHEDULE O)SUPPLEMENTAL UNEMPLOYMENT BENEFITS TO UNION EMPLOYEES.

  • PROVISION OF SUPPLEMENTAL UNEMPLOYMENT BENEFITS AND SEPARATION BENEFITS TO MEMBERS OF PLUMBERS UNION LOCAL NO. 55.

    Expenses $168,327

As filed on the 2023 return.

Listed in Part VII

  • Shawn Gray

    ADMINISTRATOR

    Total calculated
    $243,660
    From this org
    $0
    From related orgs
    $148,189
    Other
    $95,471
    Hours/week
    5.5 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $148,189 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $95,471 related
    Nontaxable benefits
    $0
    Filer's total
    $0 + $243,660 related

  • Jeff Epstein

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Michael T Gallagher

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 0.5 related

  • Roger Joziuk

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dan Kronenfeld

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Rico Lopez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Richard Russell

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Burt Skeel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Timothy Wheeler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 2 related

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

  • 3 · Written employment contract

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.

Provenance

Return type
form_990
Tax year
2023
Filed
11 November 2024
IRS schema version
2023v5.1
Source object
202403209349314830

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