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← HEALTHINVEST HRA VEBA TRUST FOR THE INTERNATIONAL UNION OF PAINTERS

Form 990 for tax year 2023

Filed by HEALTHINVEST HRA VEBA TRUST FOR THE INTERNATIONAL UNION OF PAINTERS.

Totals

Total revenue
$488,293
Total expenses
$70,623
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$419,769
Investment income
$68,524
Other revenue
$0
Total assets, end of year
$2,092,168
Total liabilities, end of year
$10,782
Net assets or fund balances, end of year
$2,081,386
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 $419,769 · related or exempt $419,769

  • 3 · Investment income

    total $68,524 · excluded $68,524

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $49,889

  • 11a · Fees: management

    total $20,734

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $10,782

  • 4 · Accounts receivable

    beginning of year $36,167 · end of year $35,258

  • 11 · Investments: publicly traded securities

    beginning of year $1,536,399 · end of year $2,046,128

  • 19 · Deferred revenue

    end of year $10,782

  • 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 $1,572,566 · end of year $2,081,386

Mission and programs · 2023

Mission

TO PROVIDE ELIGIBLE PARTICIPANTS TO OBTAIN REIMBURSEMENT OF QUALIFIED MEDICAL EXPENSES ON A NONTAXABLE BASIS FROM THEIR INDIVIDUAL HEALTH REIMBURSEMENT ACCOUNT ("HRA").

  • TO PROVIDE ELIGIBLE PARTICIPANTS TO OBTAIN REIMBURSEMENT OF QUALIFIED MEDICAL EXPENSES ON A NONTAXABLE BASIS FROM THEIR INDIVIDUAL HEALTH REIMBURSEMENT ACCOUNT ("HRA").

As filed on the 2023 return.

Listed in Part VII

  • Alta Trust

    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.

Provenance

Return type
form_990
Tax year
2023
Filed
7 October 2024
IRS schema version
2023v5.1
Source object
202422819349300447

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