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← AFOGNAK NATIVE CORPORATION FRINGE BENEFIT TRUST

Form 990 for tax year 2023

Filed by AFOGNAK NATIVE CORPORATION FRINGE BENEFIT TRUST.

Totals

Total revenue
$20,797,559
Total expenses
$20,667,594
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$20,797,559
Investment income
$0
Other revenue
$0
Total assets, end of year
$5,792,621
Total liabilities, end of year
$933,015
Net assets or fund balances, end of year
$4,859,606
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 $15,514,169 · related or exempt $15,514,169

  • 2b · Program service revenue: EMPLOYEE CONTRIBUTIONS

    total $5,227,551 · related or exempt $5,227,551

  • 2c · Program service revenue: COBRA CONTRIBUTION

    total $55,839 · related or exempt $55,839

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $18,903,470

  • 11g · Fees: other

    total $1,764,124

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,742,140 · end of year $3,821,424

  • 4 · Accounts receivable

    beginning of year $2,252,725 · end of year $1,646,872

  • 9 · Prepaid expenses and deferred charges

    beginning of year $322,423 · end of year $324,325

  • 15 · Other assets

    beginning of year $109,784 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $299,589 · end of year $492,676

  • 25 · Other liabilities

    beginning of year $397,842 · end of year $440,339

  • 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 $4,729,641 · end of year $4,859,606

Mission and programs · 2023

Mission

THE PLAN PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE INSURANCE, SHORT-TERM DISABILITY, LONG TERM DISABILITY AND OTHER FRINGE BENEFITS FOR ALL EMPLOYEES OF THE AFOGNAK NATIVE CORPORATION AND ITS SUBSIDIARIES.

  • THE PLAN PROVIDES MEDICAL, DENTAL, VISION, PRESCRIPTION DRUG, LIFE INSURANCE, SHORT-TERM DISABILITY, LONG TERM DISABILITY AND OTHER FRINGE BENEFITS FOR ALL EMPLOYEES AND THEIR DEPENDENTS OF THE AFOGNAK NATIVE CORPORATION AND ITS SUBSIDIARIES. AT 12/31/23 THE PLAN HAD 2,720 PARTICIPANTS.

As filed on the 2023 return.

Listed in Part VII

  • Patricia Watson

    TRUSTEE

    Total calculated
    $316,656
    From this org
    $0
    From related orgs
    $302,003
    Other
    $14,653
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $225,815 related
    Bonus
    $0 + $70,000 related
    Other
    $0 + $6,188 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $14,653 related
    Filer's total
    $0 + $316,656 related

  • Greg Hambright

    TRUSTEE

    Total calculated
    $1,624,977
    From this org
    $0
    From related orgs
    $1,602,013
    Other
    $22,964
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $884,699 related
    Bonus
    $0 + $713,750 related
    Other
    $0 + $3,564 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $22,964 related
    Filer's total
    $0 + $1,624,977 related

  • Kathleen Villars

    TRUSTEE

    Total calculated
    $552,466
    From this org
    $0
    From related orgs
    $542,278
    Other
    $10,188
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $414,956 related
    Bonus
    $0 + $125,000 related
    Other
    $0 + $2,322 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $10,188 related
    Filer's total
    $0 + $552,466 related

  • Amy Shimek

    TRUSTEE

    Total calculated
    $476,567
    From this org
    $0
    From related orgs
    $468,522
    Other
    $8,045
    Hours/week
    1

    Schedule J breakdown matched by us

    Base
    $0 + $342,280 related
    Bonus
    $0 + $125,000 related
    Other
    $0 + $1,242 related
    Deferred
    $0
    Nontaxable benefits
    $0 + $8,045 related
    Filer's total
    $0 + $476,567 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.

Provenance

Return type
form_990
Tax year
2023
Filed
10 September 2024
IRS schema version
2023v5.1
Source object
202442559349300849

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