Form 990 for tax year 2023
Filed by MICHIGAN BEER AND WINE WHOLESALERS ASSOCIATION EMPLOYEE BENEFIT TRUST.
Totals
- Total revenue
- $19,892,600
- Total expenses
- $20,650,163
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $19,836,356
- Investment income
- $56,244
- Other revenue
- $0
- Total assets, end of year
- $4,137,168
- Total liabilities, end of year
- $4,110,552
- Net assets or fund balances, end of year
- $26,616
- 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 $19,836,356 · related or exempt $19,836,356
-
3 · Investment income
total $56,244 · unrelated business $56,244
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $19,952,463
-
11a · Fees: management
total $201,825
-
11b · Fees: legal
total $29,726
-
11c · Fees: accounting
total $16,900
-
11f · Fees: investment management
total $705
-
11g · Fees: other
total $351,930
-
12 · Advertising and promotion
total $77,657
-
24a · Other expenses: MISCELLANEOUS EXPENSE
total $18,957
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $3,273,612 · end of year $3,889,622
-
2 · Savings and temporary cash investments
beginning of year $5 · end of year $5
-
4 · Accounts receivable
beginning of year $171,666 · end of year $247,541
-
19 · Deferred revenue
beginning of year $20,742 · end of year $35,207
-
25 · Other liabilities
beginning of year $2,640,362 · end of year $4,075,345
-
28 · Net assets with donor restrictions
beginning of year $784,179 · end of year $26,616
Mission and programs · 2023
Mission
TO PROVIDE BENEFITS AND PAY CLAIMS FOR HEALTH, DENTAL, VISION AND TEMPORARY DISABILITY FOR PARTICIPANTS AND THEIR DEPENDENTS.
Activities or mission (Part I)
TO PROVIDE BENEFITS AND PAY CLAIMS FOR PARTICIPANTS AND THEIR DEPENDENTS.
-
PROVIDE HEALTH, VISION AND TEMPORARY DISABILITY BENEFITS FOR 1,406 PARTICIPANTS AND THEIR DEPENDENTS.
As filed on the 2023 return.
Listed in Part VII
-
Sean ButlerSEAN BUTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Luke LyonsLUKE LYONS
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joffrey MarcantelJOFFREY MARCANTEL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Joe SchetzJOE SCHETZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Tom SchultzTOM SCHULTZ
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Isabel WantyISABEL WANTY
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Scott WindemullerSCOTT WINDEMULLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Jerry WitteJERRY WITTE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1
-
Kathleen HenryKATHLEEN HENRY
CHAIRWOMAN
- 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.
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 21 October 2024
- IRS schema version
- 2023v5.1
- Source object
- 202422999349300912
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