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← SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND

Form 990 for tax year 2022

Filed by SOUTHERN OHIO PAINTERS HEALTH & WELFARE FUND.

Totals

Total revenue
$8,937,527
Total expenses
$9,118,770
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$8,358,684
Investment income
$477,587
Other revenue
$101,256
Total assets, end of year
$11,760,579
Total liabilities, end of year
$384,284
Net assets or fund balances, end of year
$11,376,295
Program services expenses (Part IX)
$8,400,863
Management and general expenses
$717,907
Fundraising expenses
$0
Program service expenses (Part III)
$8,400,863

Program services were 92.1% 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: PROGRAM SERVICE REVENUE

    total $8,358,684 · related or exempt $8,358,684

  • 3 · Investment income

    total $249,528 · related or exempt $249,528

  • 7a · Gross sales of assets other than inventory

    other assets $228,059

  • 7c · Gain or loss

    other assets $228,059

  • 7d · Net gain or loss

    total $228,059 · related or exempt $228,059

  • 11a · Other revenue: RETIREE DRUG SUBSIDY

    total $69,969 · related or exempt $69,969

  • 11b · Other revenue: IRS COBRA SUBSIDY

    total $29,533 · related or exempt $29,533

  • 11c · Other revenue: OTHER INCOME

    total $1,754 · related or exempt $1,754

  • 11e · Other revenue, total

    $101,256

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $8,400,863 · program services $8,400,863

  • 5 · Compensation of officers, directors and key employees

    total $20,400 · management and general $20,400

  • 10 · Payroll taxes

    total $1,733 · management and general $1,733

  • 11a · Fees: management

    total $512,957 · management and general $512,957

  • 11b · Fees: legal

    total $73,611 · management and general $73,611

  • 11c · Fees: accounting

    total $20,197 · management and general $20,197

  • 11f · Fees: investment management

    total $28,846 · management and general $28,846

  • 11g · Fees: other

    total $10,500 · management and general $10,500

  • 13 · Office expenses

    total $23,236 · management and general $23,236

  • 16 · Occupancy

    total $3,600 · management and general $3,600

  • 19 · Conferences, conventions and meetings

    total $3,637 · management and general $3,637

  • 23 · Insurance

    total $9,384 · management and general $9,384

  • 24a · Other expenses: PCORI TAX

    total $4,156 · management and general $4,156

  • 24b · Other expenses: BANK CHARGES

    total $4,050 · management and general $4,050

  • 24c · Other expenses: DUES

    total $1,600 · management and general $1,600

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $875,733 · end of year $1,439,022

  • 2 · Savings and temporary cash investments

    beginning of year $1,751,000 · end of year $1,767,411

  • 4 · Accounts receivable

    beginning of year $1,100,647 · end of year $1,148,200

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,451 · end of year $8,022

  • 11 · Investments: publicly traded securities

    beginning of year $9,579,050 · end of year $7,397,924

  • 17 · Accounts payable and accrued expenses

    beginning of year $365,289 · end of year $384,284

  • 27 · Net assets without donor restrictions

    beginning of year $12,945,592 · end of year $11,376,295

Mission and programs · 2022

Mission

PROVIDE HEALTH & WELFARE BENEFITS TO MEMBERS

  • SEE ADDITIONAL DATA

    Expenses $8,400,863 · Revenue $8,320,563

As filed on the 2022 return.

Listed in Part VII

  • Warren T Smith

    ASST ADMINIS

    Total calculated
    $20,400
    From this org
    $20,400
    From related orgs
    $0
    Other
    $0
    Hours/week
    39.5

  • Joe Conley

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Russel Scott Cook

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Joe Crytser

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Lee Denney

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • James Eck

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Chad Hudepohl

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Christopher Naegele

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeff Qvick

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jim Sherwood

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Kyle Young

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Dana Clark

    CHAIRMAN

    Total calculated
    $0
    Hours/week
    1

  • Jeremy Turi

    SECRETARY

    Total calculated
    $0
    Hours/week
    1

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.

Provenance

Return type
form_990
Tax year
2022
Filed
5 September 2023
IRS schema version
2022v5.0
Source object
202332909349300343

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