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← STATIONARY ENGINEERS FIREMAN MNTNCE & BLDG SRVC UNION LOC 670 WLFR FND

Form 990 for tax year 2022

Filed by STATIONARY ENGINEERS FIREMAN MNTNCE & BLDG SRVC UNION LOC 670 WLFR FND.

Totals

Total revenue
$21,318,124
Total expenses
$17,445,345
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$21,240,276
Investment income
$77,848
Other revenue
$0
Total assets, end of year
$21,041,000
Total liabilities, end of year
$277,653
Net assets or fund balances, end of year
$20,763,347
Program services expenses (Part IX)
$0
Management and general expenses
$0
Fundraising expenses
$0
Program service expenses (Part III)
not reported

Program services were 0.0% 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 $21,240,276 · related or exempt $21,240,276

  • 3 · Investment income

    total $1,184 · excluded $1,184

  • 7a · Gross sales of assets other than inventory

    securities $5,012,828

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

    securities $4,936,164

  • 7c · Gain or loss

    securities $76,664

  • 7d · Net gain or loss

    total $76,664 · related or exempt $76,664

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $16,867,166

  • 7 · Other salaries and wages

    total $113,252

  • 8 · Pension plan contributions

    total $5,222

  • 9 · Other employee benefits

    total $40,759

  • 10 · Payroll taxes

    total $9,382

  • 11b · Fees: legal

    total $61,254

  • 11c · Fees: accounting

    total $84,349

  • 11f · Fees: investment management

    total $14,835

  • 11g · Fees: other

    total $36,000

  • 13 · Office expenses

    total $48,639

  • 14 · Information technology

    total $17,304

  • 16 · Occupancy

    total $114,638

  • 22 · Depreciation, depletion and amortization

    total $19,518

  • 23 · Insurance

    total $13,027

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,067,937 · end of year $7,480,329

  • 2 · Savings and temporary cash investments

    beginning of year $400,491 · end of year $500,636

  • 4 · Accounts receivable

    beginning of year $1,006,988 · end of year $746,770

  • 9 · Prepaid expenses and deferred charges

    beginning of year $16,859 · end of year $17,401

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

    $260,081

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

    $196,819

  • 10c · Land, buildings and equipment, net

    beginning of year $82,779 · end of year $63,262

  • 11 · Investments: publicly traded securities

    beginning of year $13,462,244 · end of year $12,015,000

  • 15 · Other assets

    beginning of year $350,784 · end of year $217,602

  • 17 · Accounts payable and accrued expenses

    beginning of year $95,510 · end of year $56,580

  • 25 · Other liabilities

    beginning of year $388,967 · end of year $221,073

  • 31 · Retained earnings, endowment or other funds

    beginning of year $18,903,605 · end of year $20,763,347

Mission and programs · 2022

Mission

COLLECTIVELY BARGAINED MULTI-EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS & THEIR FAMILIES.

  • TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR DEPENDENTS

  • COLLECTIVELY BARGAINED MULTI-EMPLOYER WELFARE FUND CREATED TO PROVIDE HEALTH & WELFARE BENEFITS TO PARTICIPANTS AND THEIR FAMILIES

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • Thelma Winston

    UNION TRUSTE

    Total calculated
    $225,351
    From this org
    $0
    From related orgs
    $188,384
    Other
    $36,967
    Hours/week
    12 + 28 related

    Schedule J breakdown matched by us

    Base
    not reported + $187,904 related
    Bonus
    not reported
    Other
    not reported + $480 related
    Deferred
    not reported + $36,967 related
    Nontaxable benefits
    not reported
    Filer's total
    not reported + $225,351 related

  • Richard Modica

    EMPLOYER TRU

    Total calculated
    $0
    Hours/week
    0

  • Dr Robert Laudicina

    EMPLOYER TRU

    Total calculated
    $0
    Hours/week
    0

  • Lisa Fontaine

    UNION TRUSTE

    Total calculated
    $118,728
    From this org
    $0
    From related orgs
    $88,049
    Other
    $30,679
    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. 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.

  • LOCAL 670 PENSION FUND

    501A · BENEFIT FD · NY

  • LOCAL 670 ANNUITY FUND

    501A · BENEFIT FD · NY

  • LOCAL 670 GENERAL FUND

    501 C · LABOR UNIO · NY

  • LOCAL 377 PENSION FUND

    501A · BENEFIT FD · NY

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.

  • ATTACHED ATTACHED

Provenance

Return type
form_990
Tax year
2022
Filed
21 October 2023
IRS schema version
2022v5.0
Source object
202343059349302119

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