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← SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND

Form 990 for tax year 2022

Filed by SMART TRANSPORTATION DIVISION STAFF RETIREE HEALTH FUND.

Totals

Total revenue
$2,323,958
Total expenses
$1,590,148
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$2,222,856
Investment income
$101,102
Other revenue
$0
Total assets, end of year
$4,719,998
Total liabilities, end of year
$10,000
Net assets or fund balances, end of year
$4,709,998
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 $1,852,476 · related or exempt $1,852,476

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $370,380 · related or exempt $370,380

  • 3 · Investment income

    total $82,427 · excluded $82,427

  • 7a · Gross sales of assets other than inventory

    securities $358,094

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

    securities $339,419

  • 7c · Gain or loss

    securities $18,675

  • 7d · Net gain or loss

    total $18,675 · excluded $18,675

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $1,568,123

  • 11b · Fees: legal

    total $3,346

  • 11f · Fees: investment management

    total $2,907

  • 11g · Fees: other

    total $10,000

  • 13 · Office expenses

    total $1,196

  • 23 · Insurance

    total $4,576

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,215,965 · end of year $1,857,593

  • 4 · Accounts receivable

    beginning of year $77,187 · end of year $77,190

  • 11 · Investments: publicly traded securities

    beginning of year $3,138,239 · end of year $2,785,215

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,080 · end of year $10,000

  • 27 · Net assets without donor restrictions

    beginning of year $4,430,311 · end of year $4,709,998

Mission and programs · 2022

Mission

PROVIDE FUNDING FOR RETIREE HEALTH BENEFITS

Activities or mission (Part I)

PROVIDE FUNDING OF RETIREE HEALTH BENEFITS FOR QUALIFIED PARTICIPANTS AND THEIR BENEFICIARIES.

  • PROVIDE FUNDING FOR RETIREE HEALTH BENEFITS

As filed on the 2022 return.

Listed in Part VII

  • Joseph Sellers Jr

    TRUSTEE

    Total calculated
    $536,276
    From this org
    $0
    From related orgs
    $487,128
    Other
    $49,148
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $384,013 related
    Bonus
    $0
    Other
    $0 + $103,115 related
    Deferred
    $0 + $24,212 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $536,276 related

  • Joseph Powell

    TRUSTEE

    Total calculated
    $477,769
    From this org
    $0
    From related orgs
    $429,522
    Other
    $48,247
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $326,407 related
    Bonus
    $0
    Other
    $0 + $103,115 related
    Deferred
    $0 + $23,311 related
    Nontaxable benefits
    $0 + $24,936 related
    Filer's total
    $0 + $477,769 related

  • Jeremy Ferguson

    TRUSTEE

    Total calculated
    $429,541
    From this org
    $0
    From related orgs
    $364,256
    Other
    $65,285
    Hours/week
    1 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $364,256 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $50,996 related
    Nontaxable benefits
    $0 + $14,289 related
    Filer's total
    $0 + $429,541 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

None.

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.

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202343199349300304

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