Form 990 for tax year 2022
Filed by FLINT AREA SHEET METAL WORKERS HEALTH & WELFARE FUND.
Totals
- Total revenue
- $3,681,090
- Total expenses
- $3,597,795
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $3,672,284
- Investment income
- $8,806
- Other revenue
- $0
- Total assets, end of year
- $4,817,572
- Total liabilities, end of year
- $1,591,637
- Net assets or fund balances, end of year
- $3,225,935
- 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 $3,012,338 · related or exempt $3,012,338
-
2b · Program service revenue: MEMBER SELF-PAYMENTS
total $545,642 · related or exempt $545,642
-
2c · Program service revenue: EMPLOYER CONTR TO 401(H)
total $114,304 · related or exempt $114,304
-
3 · Investment income
total $8,806 · excluded $8,806
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $3,119,777
-
11a · Fees: management
total $333,942
-
11b · Fees: legal
total $25,290
-
11c · Fees: accounting
total $23,421
-
11f · Fees: investment management
total $518
-
11g · Fees: other
total $57,196
-
13 · Office expenses
total $25,006
-
19 · Conferences, conventions and meetings
total $906
-
23 · Insurance
total $10,103
-
24a · Other expenses: LOST WAGES & FRINGE BEN
total $981
-
24b · Other expenses: MEMBERSHIP DUES
total $655
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $2,418,862 · end of year $1,313,844
-
4 · Accounts receivable
beginning of year $233,716 · end of year $249,186
-
9 · Prepaid expenses and deferred charges
beginning of year $43,676 · end of year $38,171
-
10a · Land, buildings and equipment: cost or other basis
$4,698
-
10b · Land, buildings and equipment: accumulated depreciation
$4,698
-
11 · Investments: publicly traded securities
end of year $915,015
-
15 · Other assets
beginning of year $2,335,050 · end of year $2,301,356
-
17 · Accounts payable and accrued expenses
beginning of year $176,510 · end of year $108,637
-
25 · Other liabilities
beginning of year $1,547,000 · end of year $1,483,000
-
31 · Retained earnings, endowment or other funds
beginning of year $3,307,794 · end of year $3,225,935
Mission and programs · 2022
Mission
THE TRUST FUND IS CREATED, ESTABLISHED AND MAINTAINED FOR THE PURPOSE OF PROVIDING HEALTH AND WELFARE BENEFITS TO ELIGIBLE PLAN PARTICIPANTS AND THEIR DEPENDENTS AND, OR BENEFICIARIES IN ACCORDANCE WITH THE RULES AND REGULATIONS ADOPTED BY THE FUND AND ITS TRUSTEES.
-
BENEFITS PAID TO OR FOR MEMBERS DURING THE YEAR FOR HEALTH, DENTAL, VISION, PRESCRIPTION, AND OTHER HEALTH CARE COSTS, INCLUDING PREMIUMS PAID TO INSURANCE CARRIERS FOR APPLICABLE POLICIES.
As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.
Listed in Part VII
-
Larry KinzieLARRY KINZIE
SECRETARY
- Total calculated
- $84,193
- From this org
- $0
- From related orgs
- $55,033
- Other
- $29,160
- Hours/week
- 1 + 40 related
-
Steve BatorSTEVE BATOR
TRUSTEE
- Total calculated
- $487
- From this org
- $487
- From related orgs
- $0
- Other
- $0
- Hours/week
- 1 + 40 related
-
Bart CarriganBART CARRIGAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Matt CramerMATT CRAMER
CHAIRMAN
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Clarence GerouCLARENCE GEROU
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Shad HallSHAD HALL
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 4 related
-
Dave HendershotDAVE HENDERSHOT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Richard Cramer SrRICHARD CRAMER SR
FORMER CHAIR
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Thomas WindleTHOMAS WINDLE
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Jeffrey ZeekJEFFREY ZEEK
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 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.
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.
-
FLINT AREA SMW LOCAL 7-4 PENSION
501A · PENSION · MI
-
501C5 · LOCAL · MI
-
501C3 · TRAINING · MI
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.
-
ABSOLUTE BALANCING CO INC
-
ADVANTAGE MECHANICAL GROUP
-
AIR SOLUTIONS INC
-
ALL AMERICAN BALANCING
-
DEE CRAMER INC
-
ECKER MECHANICAL
-
ENVIRO-AIRE INC
-
GOYETTE MECHANICAL
-
GOYETTE MECHANICAL
-
MJ MECHANICAL
-
NATIONAL ROOFING
-
PAYNE MECHANICAL
-
ROBERTSON MORRISON INC
-
S & Z SHEETMETAL INC
-
TMI CLIMATE SOLUTIONS
-
WARREN SYSTEMS INC
-
WILLIAM E WALTER INC
-
WM FLOYD HEATING COMPANY
-
YMCA OF GREATER FLINT
Provenance
- Return type
- form_990
- Tax year
- 2022
- Filed
- 10 October 2023
- IRS schema version
- 2022v5.0
- Source object
- 202313199349306111
Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.
The source document this was parsed from is served over the API, which is where bulk and document access live.