PAINTERS TRUST FUND OF WASHINGTON D: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- PAINTERS TRUST FUND OF WASHINGTON D (EIN 52-6034933)
- Tax period
- 2024-10-01 to 2025-09-30
- Filed
- 2026-07-15
- IRS object ID
- 202641969349302504
- Schema version
- 2024v5.5
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-07-15T14:25:30-05:00 | ReturnTs |
| Tax Period End | 2025-09-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-10-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 526034933 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PAINTERS TRUST FUND OF WASHINGTON | BusinessNameLine1Txt |
| Business Name Line2 | AND VICINITY C/O ZENITH AMERICAN SOLUTIO | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | PAIN | BusinessNameControlTxt |
| Phone | 4124712885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 LIBERTY AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221024 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRIAN COURTIEN | PersonNm |
| Person Title | CHAIRMAN | PersonTitleTxt |
| Phone | 4124712885 | PhoneNum |
| Signature | 2026-07-15 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P01385419 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2026-07-10 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2024 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRIAN COURTIEN | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 LIBERTY AVE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221024 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $16,539,264 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1971 | FormationYr |
| Legal Domicile State | MD | LegalDomicileStateCd |
| Activity Or Mission | TO PROVIDE MEDICAL, PRESCRIPTION, AND DEATH & DISABILITY BENEFITS TO APPLICANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 5 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 1 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $9,826,908 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $9,406,175 | CYProgramServiceRevenueAmt |
| PY Investment Income | $672,591 | PYInvestmentIncomeAmt |
| CY Investment Income | $297,262 | CYInvestmentIncomeAmt |
| PY Other Revenue | $20,120 | PYOtherRevenueAmt |
| CY Other Revenue | $23,580 | CYOtherRevenueAmt |
| PY Total Revenue | $10,519,619 | PYTotalRevenueAmt |
| CY Total Revenue | $9,727,017 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $6,145,243 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $6,213,110 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $989,807 | PYOtherExpensesAmt |
| CY Other Expenses | $1,059,033 | CYOtherExpensesAmt |
| PY Total Expenses | $7,135,050 | PYTotalExpensesAmt |
| CY Total Expenses | $7,272,143 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,384,569 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $2,454,874 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,505,275 | TotalAssetsBOYAmt |
| Total Assets EOY | $20,587,400 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,752,709 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $2,075,872 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $15,752,566 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $18,511,528 | NetAssetsOrFundBalancesEOYAmt |
| Mission | PROVISION OF MEDICAL, PRESCRIPTION, AND DEATH & DISABILITY BENEFITS. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | PROVISION OF MEDICAL, PRESCRIPTION, AND DEATH & DISABILITY BENEFITS. | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 0 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 5 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 1 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 0 | ConflictOfInterestPolicyInd |
| Whistleblower Policy | 0 | WhistleblowerPolicyInd |
| Document Retention Policy | 0 | DocumentRetentionPolicyInd |
| Compensation Process CEO | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | ZENITH AMERICAN SOLUTIONS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124712885 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 401 LIBERTY AVENUE | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 152221204 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (5 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|---|
| BRIAN W COURTIEN | ||||||
| CO-CHAIR/TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $145,922 | $59,408 |
| PETE FORAKIS | ||||||
| CO-CHAIR/TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | |
| CHARLES PARKER | ||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $122,491 | $51,523 |
| DERWIN SCALPH JR | ||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $110,742 | $47,581 |
| JOSE RAUDA | ||||||
| TRUSTEE | 2.00 | 40.00 | Yes (X) | $0 | $110,937 | $47,581 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $490,092 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $206,093 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| ZENITH AMERICAN SOLUTIONS | |||||
| 302 KNIGHTS RUN AVE STE 1100 | TAMPA | FL | 33602 | ADMINISTRATIVE SERVICES | $388,693 |
| EXPRESS SCRIPTS INC | |||||
| 1934 WESTLEIGH DRIVE | GLENVIEW | IL | 60025 | MEDICIAL ADMINISTRATIVE SERVICES | $134,016 |
| BARR & CAMENS | |||||
| 1025 CONNECTICUT AVENUE NW SUITE 10 | WASHINGTON | DC | 20036 | LEGAL SERVICES | $131,094 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | $8,927,318 | $8,927,318 |
| PARTICIPANT CONTRIBUTIONS | 900099 | $478,857 | $478,857 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $9,406,175 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $293,115 | TotalRevenueColumnAmt |
| Exclusion | $293,115 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,816,394 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $6,812,247 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,147 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $4,147 | TotalRevenueColumnAmt |
| Exclusion | $4,147 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| SHARED SERVICES INCOME | 900099 | $23,564 | $23,564 |
| CLASS ACTION PROCEEDS | 900099 | $16 | $16 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $23,580 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $9,727,017 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $9,429,755 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $297,262 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,213,110 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $409,766 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $131,094 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $64,475 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $57,858 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $339,144 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,562 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $6,301 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | ACA FEES | Desc |
| Total | $4,833 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $7,272,143 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $8,091,010 | BOYAmt |
| EOY | $4,092,960 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $192,115 | BOYAmt |
| EOY | $550,096 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,441,153 | BOYAmt |
| EOY | $3,228,251 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,780,997 | BOYAmt |
| EOY | $12,716,093 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,505,275 | BOYAmt |
| EOY | $20,587,400 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $88,814 | BOYAmt |
| EOY | $42,178 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,663,895 | BOYAmt |
| EOY | $2,033,694 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,752,709 | BOYAmt |
| EOY | $2,075,872 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,752,566 | BOYAmt |
| EOY | $18,511,528 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $15,752,566 | BOYAmt |
| EOY | $18,511,528 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,505,275 | BOYAmt |
| EOY | $20,587,400 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $2,454,874 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $304,088 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (4 entries)
| DescDesc | AmtAmt |
|---|---|
| EMPLOYER DEPOSITS | $141,015 |
| DUE TO BROKER | $144,492 |
| DUE TO OTHER ENTITIES | $1,579,132 |
| DUE TO IUPAT DC 51 VACATION FUND | $169,055 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,033,694 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $9,973,247 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $304,088 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $304,088 | RevenueNotReportedAmt |
| Revenue Subtotal | $9,669,159 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $57,858 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $57,858 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $9,727,017 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $7,214,285 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $7,214,285 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $57,858 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $57,858 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $7,272,143 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (4 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BRIAN W COURTIEN | ||||||||||||||
| CO-CHAIR/TRUSTEE | $0 | $145,922 | $0 | $0 | $0 | $0 | $0 | $48,245 | $0 | $11,163 | $0 | $205,330 | $0 | $0 |
| CHARLES PARKER | ||||||||||||||
| TRUSTEE | $0 | $122,491 | $0 | $0 | $0 | $0 | $0 | $40,360 | $0 | $11,163 | $0 | $174,014 | $0 | $0 |
| JOSE RAUDA | ||||||||||||||
| TRUSTEE | $0 | $110,937 | $0 | $0 | $0 | $0 | $0 | $36,418 | $0 | $11,163 | $0 | $158,518 | $0 | $0 |
| DERWIN SCALPH JR | ||||||||||||||
| TRUSTEE | $0 | $110,742 | $0 | $0 | $0 | $0 | $0 | $36,418 | $0 | $11,163 | $0 | $158,323 | $0 | $0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION B, LINE 11B | THE DRAFT FORM 990 RETURN IS SENT TO THE ORGANIZATION'S GOVERNING BODY FOR REVIEW AND APPROVAL PRIOR TO BEING FILED. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, FINANCIAL STATEMENTS, AND CONFLICT OF INTEREST DOCUMENTS ARE ALL AVAILABLE UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (2 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IUPAT AFL-CIO DC #51 | ||||||||
| 4700 BOSTON WAY | LANHAM | MD | 20706 | 530207653 | DISTRICT COUNCIL | MD | 501(C)(5) | 0 |
| IUPAT DC #51 VACATION FUND CO ZENITH SOLUTIONS | ||||||||
| 401 LIBERTY AVE 1200 | PITTSBURGH | PA | 15222 | 811365282 | VEBA FUND | MD | 501(C)(9) | 0 |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (110 entries)
| 360 CONSTRUCTION CO INC |
| A PLUS INSTALLATIONS LLC |
| ABS VERTICON INC |
| AGM CONTRACTING INC |
| AINSWORTH DECORATING LLC |
| ALLIED PAINTING INC |
| ALLIED POWER SERVICES LLC |
| AMARI PAINTING & LINING LLC |
| AMP UNITED LLC |
| AMSTAR OF WESTERN NEW YORK INC |
| APEX PRO LLC |
| ATLAS PAINTING & SHEETING CORP |
| AVALOTIS CORPORATION |
| BB & CO CONSTRUCTION LLC |
| BELLE HAVEN PARTNERS LLC |
| BERNWARD CONSULTING ASSOCIATES LLC |
| BLASTECH ENTERPRISES INC |
| BRAND SAFWAY INDUSTRIES LLC |
| CENTRAL GLASS DC LLC |
| CENTRAL PAINTING INC |
| CHAMPION PAINTING SPECIALTY SERVICE CORP |
| CIVIL COATINGS AND CONSTRUCTION INC |
| CLEVENGER INTERIORS LLC |
| COMMERCIAL GLASS INSTALLERS LLC |
| CORCON INC |
| CORROSION RESISTANCE LTD |
| CRIS CONTRACTORS INC |
| CROWN CORR INC |
| CRS FACILITY SERVICES LLC |
| EJJ ENTERPRISE CORP |
| ELKINS PAINTING & WALLCOVERING INC |
| EMBASSY SUITES HOTEL |
| ENCLOS CORP |
| EUGENIO PAINTING COMPANY |
| EURO PAINT LLC |
| EVERGREENE ARCHITECTURAL ARTS |
| F & F CONSTRUCTION INC |
| F D THOMAS INC |
| FDT STRUCTURAL SPECIALTIES LLC |
| FEDERAL PAINTING INC |
| FIVE STAR DECORATING INC |
| G C ZARNAS & CO INC |
| GELBERG SIGNS |
| GERONIMO PAINTING CO |
| GLASS FACADES LLC |
| GLAZING TECHNOLOGIES MANUFACTURING |
| HARMON INC |
| HAY ADAMS HOTEL |
| HILTON WASHINGTON DC CAPITOL HILL |
| HOUSING AUTHORITY-BALTIMORE CITY |
| HYATT INDUSTRIES LLC |
| HYATT REGENCY HOTEL |
| INDUSTRIAL PAINTING & RIGGING |
| JAG'D CONSTRUCTION INC |
| JOHN CANNING & CO LTD |
| K & K PAINTING INC |
| K E M ARTIFEX LLC |
| KEEPAINTING LLC |
| KMX PAINTING INC |
| LEGEND PAINTING INC |
| LIBERTY MAINTENANCE INC |
| MANOLIS PAINTING CO INC |
| MARINIS BROS INC |
| MEADOR PAINTING LLC |
| METROWORKS CONTRACTING CO |
| MG MCGRATH INC GLASS & GLAZING |
| MID-ATLANTIC INFRASTRUCTURE LLC |
| MID-ATLANTIC INTERIORS INC |
| MID-CITIES GLASS LLC |
| MOLECULAR SYSTEMS |
| MURRAY PAINTING COMPANY |
| NATIONAL ENCLOSURES COMPANY LLC |
| NORTH STAR PAINTING COMPANY INC |
| OMNI HOTELS & RESORTS |
| PS BRUCKEL INC |
| PERFORMANCE CONTRACTING INC |
| PERMASTEELISA NORTH AMERICA |
| PHYSICAL SECURITY LLC |
| PIONEER CLADDING & GLAZING SYSTEMS LLC |
| PLATINUM MAINTENANCE SERVICES CORP |
| PREMIER GLAZING CONCEPTS LLC |
| PRIVE' DEMEURE INC |
| REGLAS PAINTING CO INC |
| RIDGEVIEW GLASS INC |
| RIGGS DISTLER & COMPANY |
| ROVER CONTRACTING INC |
| SAFFO CONTRACTORS INC |
| SENECA GLASS CO INC |
| SKYLIGHT CONSULTANTS OF AMERICA INC |
| STERLING GLASS INC |
| STUART DEAN CO INC |
| SUPER SKY PRODUCTS ENTERPRISES LLC |
| SYMMETRIC PAINTING LLC |
| TATE ORNAMENTAL INC |
| TEXAM CONSTRUCTION CO INC |
| THOMAS INDUSTRIAL COATINGS |
| TIDEWATER GLAZING INC |
| TITAN INDUSTRIAL SERVICES |
| TOTAL QUALITY SERVICES |
| TOWER MAINTENANCE CORP |
| TRI STATE GLASS & DOORS LLC |
| TSIEXTERIOR WALL SYSTEMS INC |
| UNITED GENERAL CONTRACTORS INC |
| UNITED UNIONS INC |
| US TANK PAINTING INC |
| VETRO BUILDING ENVELOPE |
| VIMAS PAINTING CO INC |
| VISION SYSTEMS INC |
| WALSTON COMPANY |
| WOODBRIDGE GLASS COMPANY INC |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |