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← STEAMFITTERS LOCAL UNION 464 VACATION TRUST FUND OF OMAHA NE

Form 990 for tax year 2023

Filed by STEAMFITTERS LOCAL UNION 464 VACATION TRUST FUND OF OMAHA NE.

Totals

Total revenue
$9,587,738
Total expenses
$9,566,606
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$9,536,712
Investment income
$51,026
Other revenue
$0
Total assets, end of year
$6,409,218
Total liabilities, end of year
$6,369,386
Net assets or fund balances, end of year
$39,832
Program services expenses (Part IX)
not reported
Management and general expenses
not reported
Fundraising expenses
not reported
Program service expenses (Part III)
$9,566,606

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: PARTICIPANTS' CONTRIBU

    total $9,536,712 · related or exempt $9,536,712

  • 3 · Investment income

    total $51,026 · related or exempt $51,026

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $9,515,547

  • 11b · Fees: legal

    total $3,608

  • 11c · Fees: accounting

    total $15,543

  • 11g · Fees: other

    total $26,759

  • 24a · Other expenses: ADMINISTRATIVE FEES

    total $5,149

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $10,679 · end of year $9,957

  • 2 · Savings and temporary cash investments

    beginning of year $5,712,168 · end of year $5,640,801

  • 4 · Accounts receivable

    beginning of year $925,058 · end of year $758,460

  • 17 · Accounts payable and accrued expenses

    beginning of year $0 · end of year $12,000

  • 25 · Other liabilities

    beginning of year $6,629,205 · end of year $6,357,386

  • 29 · Capital stock, trust principal or current funds

    beginning of year $18,700 · end of year $39,832

  • 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 $0 · end of year $0

Mission and programs · 2023

Mission

COLLECTING AND DISBURSING VACATION FUNDS FOR MEMBERS OF THE LOCAL STEAMFITTERS UNION.

Activities or mission (Part I)

COLLECTING AND DISBURSING VACATION FUNDS FOR PARTICIPANTS

  • COLLECTING AND DISBURSING VACATION FUNDS FOR PARTICIPANTS.

    Expenses $9,566,606

As filed on the 2023 return.

Listed in Part VII

  • Gary Dixon Chairman

    LABOR TRUSTEE

    Total calculated
    $129,356
    From this org
    $0
    From related orgs
    $129,356
    Other
    $0
    Hours/week
    5 + 45 related

  • Jamie Bearup

    LABOR TRUSTEE

    Total calculated
    $114,817
    From this org
    $0
    From related orgs
    $114,817
    Other
    $0
    Hours/week
    2 + 45 related

  • Mike Anderson

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • John Hilebrandt Secretary

    MANAGEMENT TRUSTEE

    Total calculated
    $0
    Hours/week
    2

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.

  • STEAMFITTERS 464 PENSION PLAN

    401(A) · MANAGE DEFINE BENEFIT PLAN · NE

  • STEAMFITTERS 464 WELFARE FUND

    501(C) · PROVIDE HEALTH, LIFE, VISION, DENTAL COVERAGE TO ELIGIBLE PARTICIPANTS · NE

  • STEAMFITTERS 464 ANNUITY PLAN

    401(A) · MANAGE DEFINE CONTRIBUTION PLAN · NE

Provenance

Return type
form_990
Tax year
2023
Filed
14 January 2025
IRS schema version
2023v6.0
Source object
202510159349301321

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