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← SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN

Form 990 for tax year 2024

Filed by SOUTHWEST MONTANA BUILDING TRADES VACATION PLAN.

Totals

Total revenue
$1,206,393
Total expenses
$1,077,815
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$1,135,606
Investment income
$43,191
Other revenue
$27,596
Total assets, end of year
$1,640,560
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$1,640,560
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 $1,086,676 · related or exempt $1,086,676

  • 2b · Program service revenue: FORFEITURES AND DAMAGES

    total $48,930 · related or exempt $48,930

  • 3 · Investment income

    total $41,994 · excluded $41,994

  • 7a · Gross sales of assets other than inventory

    securities $2,074,949

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

    securities $2,073,752

  • 7c · Gain or loss

    securities $1,197

  • 7d · Net gain or loss

    total $1,197 · excluded $1,197

  • 11a · Other revenue: INDIVIDUAL ACCOUNT FEES

    total $25,319 · related or exempt $25,319

  • 11b · Other revenue: EARLY WITHDRAWAL FEES

    total $2,255 · related or exempt $2,255

  • 11c · Other revenue: COLLECTION INCOME

    total $22 · related or exempt $22

  • 11e · Other revenue, total

    $27,596

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $995,538

  • 11a · Fees: management

    total $32,942

  • 11b · Fees: legal

    total $5,655

  • 11c · Fees: accounting

    total $14,000

  • 11f · Fees: investment management

    total $11,306

  • 11g · Fees: other

    total $5,182

  • 13 · Office expenses

    total $7,787

  • 16 · Occupancy

    total $214

  • 23 · Insurance

    total $5,191

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $0 · end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $341,627 · end of year $428,170

  • 4 · Accounts receivable

    beginning of year $103,571 · end of year $138,860

  • 11 · Investments: publicly traded securities

    beginning of year $1,051,668 · end of year $1,073,530

  • 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 $1,496,866 · end of year $1,640,560

Mission and programs · 2024

Mission

TO ADMINISTER ONE OR MORE VACATION-SAVINGS PLANS FOR THE PARTICIPATING EMPLOYEES ON WHOSE BEHALF THE CONTRIBUTIONS HAVE BEEN PAID, AND THEIR BENEFICIARIES.

Activities or mission (Part I)

TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS.

  • TO PROVIDE VACATION BENEFITS TO ELIGIBLE PARTICIPANTS.

As filed on the 2024 return.

Listed in Part VII

  • Adam Haight

    CHAIRMAN, UNION TRUSTEE

    Total calculated
    $100,393
    From this org
    $0
    From related orgs
    $76,250
    Other
    $24,143
    Hours/week
    1

  • Richard Morrison

    SECRETARY, EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Mike Baker

    UNION TRUSTEE

    Total calculated
    $104,441
    From this org
    $0
    From related orgs
    $72,415
    Other
    $32,026
    Hours/week
    1

  • Cody Morritt

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Nick Patch

    EMPLOYER TRUSTEE (OUTGOING)

    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.

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.

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.

  • ABATEMENT CONTRACTORS OF MT

  • BRAND ENERGY SERVICES LLC

  • C & R PAINTING LLC

  • CONSTRUCTION TURN AROUND

  • COP CONSTRUCTION LLC

  • CRADDOCK CONSTRUCTION

  • CRETEWURX

  • ENVIRONMENTAL CONTRACTORS LLC

  • HANGING H COMPANIES LLC

  • INFRASOURCE CONSTRUCTION LLC

  • JEFFERY CONTRACTING LLC

  • KING CONSTRUCTORS

  • KISSOCK CONSTRUCTION

  • LEE CONSTRUCTION

  • MIDWEST C&M CONSTRUCTION

  • MILE HIGH EXCAVATING LLC

  • NADEAU CONCRETE LLC

  • PRECISION PRECAST ERECTORS LLC

  • PULLMAN POWER LLC

  • STANDARD DRYWALL

  • STILLWAGON CONSTRUCTION LLC

  • TURBINEPROS LLC

  • WASLEY EXCAVATING LLC

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • ABERCROMBIE PIPELINE SERVICES

  • AECOM ENERGY & CONSTRUCTION

  • ALPINE SIGNS INC

  • ANDERSON MASONRY INC

  • ATLANTIC PLANT MAINTENANCE

  • BAILEY MASONRY INC

  • BECKMAN CONTRACTING

  • BENTLEY CONSTRUCTION COMPANY

  • BOMEL CONSTRUCTION CO INC

  • BOUTEN CONSTRUCTION COMPANY

  • C H MURPHYCLARK-ULLMAN INC

  • CHARPS WELDING & FABRICATING

  • CHUCK JENNE MASONRY

  • CML SPECIALTIES

  • COOPER CONST INC

  • CORVAL CONSTRUCTORS INC

  • CUSTOM CONSTRUCTION

  • DAVE SVEJKOVSKY CONSTRUCTION

  • DEBCO CONSTRUCTION

  • DETAILED CONSTRUCTION CO

  • DICK OLSON CONSTRUCTION

  • DN TANKSDYK INC

  • EARHART BUILDERS

  • ED BOLAND CONSTRUCTION

  • GAGNON INC

  • GUY NIELSON COMPANY

  • GUY TABACCO CONSTRUCTION

  • H & H CONTRACTING

  • HAMON CUSTODIS INC

  • HELMKAMP CONSTRUCTION

  • HI-TECH ROCKFALL CONSTRUCTION

  • HM CONCRETE COMPANY

  • HOFFMAN EXCAVATING

  • HOLLOW CONTRACTING

  • HOSCHEID MASONRY

  • HUNTER BROTHERS CONST INC

  • HYDRO CONSULTING & MAINTENANCE

  • INGRAM CLEVENGER

  • INTERSTATE IMPROVEMENT INC

  • JAY FORTUNE CONSTRUCTION

  • JOHN ROHRER CONTRACTING

  • JOHNSON CONSTRUCTION

  • JUST RITE ACOUSTICS INC

  • K & K ROOFING

  • KNIFE RIVER-BILLINGS

  • MA CONSTRUCTION INC

  • MARKOVICH CONSTRUCTION

  • MARLEY COOLING TOWER CO

  • MATRIX NAC

  • MICHELS PIPELINE

  • MOUNTAIN WEST HOLDING COMPANY

  • N A DEGERSTROM INC

  • NAES POWER CONTRACTORS INC

  • NORTHWEST INTERIOR CONTRACTING

  • OFTEDAL CONSTRUCTION INC

  • PE BEN USA INC

  • POTEET CONSTRUCTION INC

  • PRECISION HIGHWAY CONTRACTORS

  • R D J BROTHERS INC

  • REYNOLDS CONSTRUCTION CO

  • SCHELLINGER CONST

  • SIEMENS GENERATION SERVICES

  • SIRIUS CONSTRUCTION INC

  • SLETTEN CONST

  • SNELSON COMPANIES INC

  • SWANK BUILDERS

  • SWANK ENTERPRISES

  • TABBERT CONSTRUCTION

  • TAMIETTI CONSTRUCTION COMPANY

  • TOBINESS CONSTRUCTION CO

  • WELDTECH SERVICES INC

  • WENGER TRAFFIC CORP

  • WESTERN MUNICIPAL CONST

  • WHITE RESOURCES

  • YELLOWSTONE ACOUSTICS

  • ZEMLJAK EXCAVATING INC

Provenance

Return type
form_990
Tax year
2024
Filed
25 March 2026
IRS schema version
2024v5.5
Source object
202620899349301377

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