Form 990 for tax year 2025
Filed by UNITED PUBLIC WORKERS MUTUAL AID FUND TRUST.
Totals
- Total revenue
- $140,728
- Total expenses
- $97,980
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $52,408
- Investment income
- $88,320
- Other revenue
- $0
- Total assets, end of year
- $4,989,285
- Total liabilities, end of year
- $15,102
- Net assets or fund balances, end of year
- $4,974,183
- Program services expenses (Part IX)
- $8,370
- Management and general expenses
- $89,610
- Fundraising expenses
- $0
- Program service expenses (Part III)
- $8,370
Program services were 8.5% 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: MEMBER CONTRIBUTIONS
total $52,408 · related or exempt $52,408
-
3 · Investment income
total $81,252 · excluded $81,252
-
7a · Gross sales of assets other than inventory
securities $354,217
-
7b · Less cost or other basis and sales expenses
securities $347,149
-
7c · Gain or loss
securities $7,068
-
7d · Net gain or loss
total $7,068 · excluded $7,068
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $8,370 · program services $8,370
-
11c · Fees: accounting
total $22,932 · management and general $22,932
-
11f · Fees: investment management
total $42,678 · management and general $42,678
-
24a · Other expenses: ADMINISTRATIVE SERVICE
total $24,000 · management and general $24,000
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $1,705,162 · end of year $1,667,087
-
2 · Savings and temporary cash investments
beginning of year $483,785 · end of year $911,586
-
4 · Accounts receivable
beginning of year $6,666 · end of year $4,096
-
10a · Land, buildings and equipment: cost or other basis
$941
-
10b · Land, buildings and equipment: accumulated depreciation
$941
-
10c · Land, buildings and equipment, net
beginning of year $0 · end of year $0
-
12 · Investments: other securities
beginning of year $2,379,895 · end of year $2,406,516
-
17 · Accounts payable and accrued expenses
beginning of year $13,624 · end of year $15,102
-
27 · Net assets without donor restrictions
beginning of year $4,561,884 · end of year $4,974,183
Mission and programs · 2025
Mission
THE UNITED PUBLIC WORKERS MUTUAL AID FUND TRUST WAS ESTABLISHED TO PROVIDE SUPPLEMENTAL HOSPITALIZATION BENEFITS TO ELIGIBLE MEMBERS AND EMPLOYEES OF UNITED PUBLIC WORKERS AND THEIR SPOUSES AND DEPENDENTS WHO CONTRIBUTE TO THE PLAN.
Activities or mission (Part I)
THE MUTUAL AID FUNT TRUST WAS ESTABLISHED TO PROVIDE SUPPLEMENTAL HOSPITALIZATION BENEFITS TO ELIGIBLE MEMBERS AND EMPLOYEES OF UNITED PUBLIC WORKERS AND THEIR SPOUSES AND DEPENDENTS WHO CONTRIBUTE TO THE TRUST.
-
HOSPITALIZATION PAYMENTS TO ELIGIBLE MEMBERS AND EMPLOYEES OF UNITED PUBLIC WORKERS AND THEIR SPOUSES AND DEPENDENTS WHO CONTRIBUTE TO THE PLAN.
Expenses $8,370
As filed on the 2025 return.
Listed in Part VII
-
Darrell WilcoxDARRELL WILCOX
STATE PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Douglas K CorreiaDOUGLAS K CORREIA
STATE SECRETARY-TREASURER/
- Total calculated
- $0
- Hours/week
- 0
-
Lorena KashiwamuraLORENA KASHIWAMURA
VICE PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Maria TomMARIA TOM
VICE PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Keolalani 'Keola' KaiminaauaoKEOLALANI 'KEOLA' KAIMINAAUAO
VICE PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Alton NosakaALTON NOSAKA
VICE PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Mailelynn LicosMAILELYNN LICOS
VICE PRESIDENT/TRUSTEE
- Total calculated
- $0
- Hours/week
- 0
-
Kalani WernerKALANI WERNER
STATE DIRECTOR
- Total calculated
- $208,803
- From this org
- $0
- From related orgs
- $208,803
- Other
- $0
- Hours/week
- 1
Schedule J breakdown matched by us
- Base
- $0 + $208,803 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $208,803 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.
-
UNITED PUBLIC WORKERS AFSCME LOCAL 646 AFL-CIO
501(C)(5) · LABOR UNION · HI
Directly controlled by UNITED PUBLIC WORKERS
-
UNITED PUBLIC WORKERS FOUNDATION
501(C)(3) · SCHOLARSHIPS · HI
Directly controlled by UNITED PUBLIC WORKERS
Provenance
- Return type
- form_990
- Tax year
- 2025
- Filed
- 20 July 2026
- IRS schema version
- 2025v4.2
- Source object
- 202622029349301292
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