Form 990 for tax year 2022
Filed by COMPOSITION ROOFERS UNION LOCAL 30 COMBINED HEALTH & WELFARE PLAN.
Totals
- Total revenue
- $17,504,884
- Total expenses
- $14,307,750
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $16,211,360
- Investment income
- $416,278
- Other revenue
- $877,246
- Total assets, end of year
- $22,528,081
- Total liabilities, end of year
- $376,507
- Net assets or fund balances, end of year
- $22,151,574
- 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: EMPLOYERS CONTRIBUTIONS
total $15,252,113 · related or exempt $15,252,113
-
2b · Program service revenue: RETIREES CONTRIBUTIONS
total $959,247 · related or exempt $959,247
-
3 · Investment income
total $404,773 · excluded $404,773
-
7a · Gross sales of assets other than inventory
securities $15,766,018
-
7b · Less cost or other basis and sales expenses
securities $15,754,513
-
7c · Gain or loss
securities $11,505
-
7d · Net gain or loss
total $11,505 · excluded $11,505
-
11a · Other revenue: OTHER INCOME
total $871,302 · related or exempt $871,302
-
11b · Other revenue: LATE CHARGES & CONTRACTOR SETTLEM
total $5,944 · related or exempt $5,944
-
11e · Other revenue, total
$877,246
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $13,871,065
-
7 · Other salaries and wages
total $17,256
-
9 · Other employee benefits
total $9,651
-
10 · Payroll taxes
total $5,442
-
11a · Fees: management
total $215,379
-
11b · Fees: legal
total $40,836
-
11c · Fees: accounting
total $39,862
-
11f · Fees: investment management
total $21,970
-
11g · Fees: other
total $38,000
-
13 · Office expenses
total $651
-
14 · Information technology
total $4,073
-
19 · Conferences, conventions and meetings
total $1,183
-
23 · Insurance
total $9,708
-
24a · Other expenses: PRINTING AND POSTAGE
total $16,966
-
24b · Other expenses: BANK CHARGES
total $13,191
-
24c · Other expenses: PCORI FEE
total $1,721
-
24d · Other expenses: TELEPHONE
total $796
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $275,622 · end of year $292,798
-
2 · Savings and temporary cash investments
beginning of year $3,398,539 · end of year $7,747,203
-
4 · Accounts receivable
beginning of year $1,820,937 · end of year $1,563,597
-
9 · Prepaid expenses and deferred charges
beginning of year $798,785 · end of year $33,640
-
11 · Investments: publicly traded securities
beginning of year $15,462,015 · end of year $12,745,993
-
15 · Other assets
beginning of year $55,244 · end of year $144,850
-
17 · Accounts payable and accrued expenses
beginning of year $138,340 · end of year $85,007
-
25 · Other liabilities
beginning of year $309,300 · end of year $291,500
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $21,363,502 · end of year $22,151,574
Mission and programs · 2022
Mission
THE ORGANIZATION IS THE TRUST FOR A HEALTH AND WELFARE BENEFIT PLAN.THE PLAN PROVIDES BENEFITS TO ALL ELIGIBLE PARTICIPANTS AND DEPENDENTS.
Activities or mission (Part I)
THE ORGANIZATION IS THE TRUST FOR A HEALTH AND WELFARE BENEFIT PLAN. THE PLAN PROVIDES BENEFITS TO ELIGIBLE INDIVIDUALS EMPLOYED UNDER THE TERMS OF COLLECTIVE BARGAINING AGREEMENTS WITH CONTRACTING EMPLOYERS.
-
FUNDED HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS OF THE UNITED UNION OF ROOFERS, WATERPROOFERS AND ALLIED WORKERS, LOCAL UNION 30.
As filed on the 2022 return.
Listed in Part VII
-
Tom PedrickTOM PEDRICK
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 10
-
Rich HarveyRICH HARVEY
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 10
-
Thomas MannaTHOMAS MANNA
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 10
-
Ed DeangelisED DEANGELIS
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 10
-
Shawn McCulloughSHAWN MCCULLOUGH
FORMER UNION TRUSTEE
- Total calculated
- $238,648
- From this org
- $0
- From related orgs
- $170,993
- Other
- $67,655
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- $0 + $170,993 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $40,265 related
- Nontaxable benefits
- $0 + $27,390 related
- Filer's total
- $0 + $238,648 related
-
Clark ShileyCLARK SHILEY
FORMER UNION TRUSTEE
- Total calculated
- $161,238
- From this org
- $0
- From related orgs
- $97,506
- Other
- $63,732
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- $0 + $97,506 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $37,932 related
- Nontaxable benefits
- $0 + $25,800 related
- Filer's total
- $0 + $161,238 related
-
Brian PleisBRIAN PLEIS
UNION TRUSTEE
- Total calculated
- $156,141
- From this org
- $0
- From related orgs
- $95,024
- Other
- $61,117
- Hours/week
- 10
Schedule J breakdown matched by us
- Base
- $0 + $95,024 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $36,377 related
- Nontaxable benefits
- $0 + $24,740 related
- Filer's total
- $0 + $156,141 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
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.
-
ROOFERS UNION LOCAL 30 COMBINED PENSION PLAN
SECTION 401(A) · TO PROVIDE PENSION BENEFITS FOR ELIGIBLE PARTICIPANTS. · PA
-
ROOFERS UNION LOCAL 30 COMBINED ANNUITY PLAN
SECTION 401(A) · TO PROVIDE ANNUITY BENEFITS FOR ELIGIBLE PARTICIPANTS. · PA
-
SECTION 501 (C) (5) · TO REPRESENT MEMBERS IN DEALING WITH BUILDING CONTRACTORS AND NEGOTIATING · PA
-
ROOFERS UNION LOCAL 30 APPRENTICE FUND
SECTION 501 (C) (5) · TO TRAIN AND EDUCATE PEOPLE IN ROOFING, WATERPROOFING AND DAMP PROOFING · PA
-
SECTION 501 (C) (3) · TO PROVIDE SOCIAL, HEALTH RELATED AND EDUCATIONAL EVENTS FOR MEMBERS. · PA
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 6 November 2023
- IRS schema version
- 2022v5.0
- Source object
- 202303109349302130
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