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Nonprofiteer
← SMART LOCAL UNION NO 36 VACATION FUND

Form 990 for tax year 2023

Filed by SMART LOCAL UNION NO 36 VACATION FUND.

Totals

Total revenue
$22,424
Total expenses
$245,527
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$10,173
Investment income
$7,612
Other revenue
$4,639
Total assets, end of year
$0
Total liabilities, end of year
$0
Net assets or fund balances, end of year
$0
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: PARTICIPANT CONTRIBUTI

    total $10,152 · related or exempt $10,152

  • 2b · Program service revenue: ADMINISTRATIVE FEES

    total $21 · related or exempt $21

  • 3 · Investment income

    total $7,612 · excluded $7,612

  • 11a · Other revenue: LIQUIDATED DAMAGES

    total $4,639 · excluded $4,639

  • 11e · Other revenue, total

    $4,639

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $199,723

  • 5 · Compensation of officers, directors and key employees

    total $802

  • 7 · Other salaries and wages

    total $4,554

  • 8 · Pension plan contributions

    total $1,312

  • 9 · Other employee benefits

    total $1,098

  • 10 · Payroll taxes

    total $399

  • 11b · Fees: legal

    total $1,980

  • 11c · Fees: accounting

    total $28,513

  • 13 · Office expenses

    total $17

  • 14 · Information technology

    total $1,120

  • 23 · Insurance

    total $5,093

  • 24a · Other expenses: MISCELLANEOUS

    total $916

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $0

  • 2 · Savings and temporary cash investments

    beginning of year $243,954 · end of year $0

  • 3 · Pledges and grants receivable

    end of year $0

  • 4 · Accounts receivable

    end of year $0

  • 5 · Loans and receivables from officers and key people

    end of year $0

  • 6 · Loans and receivables from disqualified persons

    end of year $0

  • 7 · Other notes and loans receivable

    end of year $0

  • 8 · Inventories for sale or use

    end of year $0

  • 9 · Prepaid expenses and deferred charges

    end of year $0

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

    $0

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    end of year $0

  • 12 · Investments: other securities

    end of year $0

  • 13 · Investments: program-related

    end of year $0

  • 14 · Intangible assets

    end of year $0

  • 15 · Other assets

    end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $285

  • 25 · Other liabilities

    beginning of year $20,566 · end of year $0

  • 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 $223,103 · end of year $0

Mission and programs · 2023

Mission

VACATION SAVINGS PLAN

Activities or mission (Part I)

VACATION SAVINGS FUND

  • TO PROVIDE VACATION SAVINGS BENEFITS TO ELIGIBLE PARTICIPANTS IN ACCORDANCE WITH THE PLAN DOCUMENT.

As filed on the 2023 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • RAY REASONS

    CO-CHAIRMAN, TRUSTEE - PAST

    Total calculated
    $238,913
    From this org
    $0
    From related orgs
    $159,291
    Other
    $79,622
    Hours/week
    0.2 + 60 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,384 related
    Bonus
    $0
    Other
    $0 + $3,907 related
    Deferred
    $0 + $52,702 related
    Nontaxable benefits
    $0 + $26,920 related
    Filer's total
    $0 + $238,913 related

  • NEAL KRODINGER

    TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    0.2

  • KEVIN SUITER

    CO-CHAIRMAN, TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    0.2

  • WILLIAM J MEEH

    TRUSTEE - PAST

    Total calculated
    $0
    Hours/week
    0.2

  • JEREMY SNYDER

    TRUSTEE - PAST

    Total calculated
    $207,850
    From this org
    $0
    From related orgs
    $132,597
    Other
    $75,253
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $129,630 related
    Bonus
    $0
    Other
    $0 + $2,967 related
    Deferred
    $0 + $48,333 related
    Nontaxable benefits
    $0 + $26,920 related
    Filer's total
    $0 + $207,850 related

  • DAN SUTTER

    TRUSTEE - PAST

    Total calculated
    $205,274
    From this org
    $0
    From related orgs
    $130,619
    Other
    $74,655
    Hours/week
    0.2 + 50 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,674 related
    Bonus
    $0
    Other
    $0 + $2,945 related
    Deferred
    $0 + $47,735 related
    Nontaxable benefits
    $0 + $26,920 related
    Filer's total
    $0 + $205,274 related

  • JUDITH MITCHELL

    ADMINISTRATIVE MANAGER

    Total calculated
    $183,046
    From this org
    $0
    From related orgs
    $138,239
    Other
    $44,807
    Hours/week
    2.75 + 52.25 related

    Schedule J breakdown matched by us

    Base
    $0 + $138,239 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,442 related
    Nontaxable benefits
    $0 + $20,365 related
    Filer's total
    $0 + $183,046 related

  • CATHERINE DOBRYNSKI

    CONTROLLER

    Total calculated
    $172,294
    From this org
    $0
    From related orgs
    $127,487
    Other
    $44,807
    Hours/week
    5.5 + 49.5 related

    Schedule J breakdown matched by us

    Base
    $0 + $127,487 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $24,442 related
    Nontaxable benefits
    $0 + $20,365 related
    Filer's total
    $0 + $172,294 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
  • 3 · Approval by the board or compensation committee

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.

Assets distributed on this return

Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.

This return attached Schedule N but itemized no distributions.

Provenance

Return type
form_990
Tax year
2023
Filed
5 November 2024
IRS schema version
2023v5.1
Source object
202423109349301472

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