WOOLRICH INC EMPLOYEES BENEFICIAL ASSOCIATION: Form 990EZ, tax year 2023
View the entire original 990 at ProPublica ↗
- Organization
- WOOLRICH INC EMPLOYEES BENEFICIAL ASSOCIATION (EIN 24-6018271)
- Tax period
- 2023-01-01 to 2023-12-31
- Filed
- 2024-04-28
- IRS object ID
- 202421209349200612
- Schema version
- 2023v5.0
- 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 | 2024-04-28T03:52:41-04:00 | ReturnTs |
| Tax Period End | 2023-12-31 | TaxPeriodEndDt |
| Return Type | 990EZ | ReturnTypeCd |
| Tax Period Begin | 2023-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 246018271 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | WOOLRICH INC EMPLOYEES BENEFICIAL ASSOCIATION | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| In Care Of | % Jennifer Toner | InCareOfNm |
| Business Name Control | WOOL | BusinessNameControlTxt |
| Foreign Phone | 5707694620 | ForeignPhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MILL ST | AddressLine1Txt |
| City | WOOLRICH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 177790000 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Toner | PersonNm |
| Person Title | Treasurer | PersonTitleTxt |
| Signature | 2024-04-28 | SignatureDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2023 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990-EZ IRS990EZ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Organization501c | Yes (X) | Organization501cInd |
| Type Of Organization Assoc | Yes (X) | TypeOfOrganizationAssocInd |
| Gross Receipts | $103,527 | GrossReceiptsAmt |
| Info In Schedule O Part I | Yes (X) | InfoInScheduleOPartIInd |
| Contributions Gifts Grants Etc | $103,527 | ContributionsGiftsGrantsEtcAmt |
| Gain Or Loss From Sale Of Assets | $0 | GainOrLossFromSaleOfAssetsAmt |
| Special Events Net Income Loss | $0 | SpecialEventsNetIncomeLossAmt |
| Gross Profit Loss Sls Of Invntry | $0 | GrossProfitLossSlsOfInvntryAmt |
| Total Revenue | $103,527 | TotalRevenueAmt |
| Grants And Similar Amounts Paid | $6,950 | GrantsAndSimilarAmountsPaidAmt |
| Other Expenses Total | $26,750 | OtherExpensesTotalAmt |
| Total Expenses | $33,700 | TotalExpensesAmt |
| Excess Or Deficit For Year | $69,827 | ExcessOrDeficitForYearAmt |
| Net Assets Or Fund Balances BOY | $244,078 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $313,905 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part II | Yes (X) | InfoInScheduleOPartIIInd |
Cash Savings And Investments CashSavingsAndInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,617 | BOYAmt |
| EOY | $313,905 | EOYAmt |
Form990 Total Assets Form990TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $261,617 | BOYAmt |
| EOY | $313,905 | EOYAmt |
Sum Of Total Liabilities SumOfTotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,539 | BOYAmt |
| EOY | $0 | EOYAmt |
Net Assets Or Fund Balances NetAssetsOrFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $244,078 | BOYAmt |
| EOY | $313,905 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Primary Exempt Purpose | The association was established in the 1930's when a trust was established from a request from the will of M.B. Rich The First President of Woolrich Inc.The Income from the trust is to be used for specific purposes from which the employees would receive direct and indirect benefits.1. Financial assistance to members in case of hardship. 2. Scholarships to children of members. 3. Support to charitable institutions in the area. 4. Cultural education and recreation advantages. | PrimaryExemptPurposeTxt |
Program Srvc Accomplishment ProgramSrvcAccomplishmentGrp (3 entries)
| Description Program Srvc AccomDescriptionProgramSrvcAccomTxt | Grants And AllocationsGrantsAndAllocationsAmt | Program Service ExpensesProgramServiceExpensesAmt |
|---|---|---|
| Employee Appreciation Officers - provides gifts and events to the employees thanking them for their hard work throughout the year. | $0 | $22,461 |
| Legal services in relation to changes to the trust fund usage. | $0 | $4,289 |
| Hardships Charity contributions scholarships and memorials and flowers - these provided to our members and families that are in need. | $0 | $6,950 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expenses | $33,700 | TotalProgramServiceExpensesAmt |
Officer Director Trustee Empl OfficerDirectorTrusteeEmplGrp (5 entries)
| TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|
| TERRI HAMBERGER | ||||
| PRESIDENT | 1 | $0 | $0 | $0 |
| JOY CROAK | ||||
| VICE PRESIDENT | 1 | $0 | $0 | $0 |
| JENNIFER TONER | ||||
| TREASURER | 1 | $0 | $0 | $0 |
| KRISTIE HEALY | ||||
| SECRETARY | 1 | $0 | $0 | $0 |
| DAN CORLEW | ||||
| ASST SECRETARY TREASURER | 1 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Activities Not Previously Rpt | false | ActivitiesNotPreviouslyRptInd |
| Chg Made To Orgnzng Doc Not Rpt | false | ChgMadeToOrgnzngDocNotRptInd |
| Organization Had UBI | false | OrganizationHadUBIInd |
| Subject To Proxy Tax | false | SubjectToProxyTaxInd |
| Organization Dissolved Etc | false | OrganizationDissolvedEtcInd |
| Direct Indirect Pltcl Expend | $0 | DirectIndirectPltclExpendAmt |
| Made Loans To From Officers | false | MadeLoansToFromOfficersInd |
| Engaged In Excess Benefit Trans | false | EngagedInExcessBenefitTransInd |
Books In Care Of Detail BooksInCareOfDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | Jennifer Toner | PersonNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1 MILL ST | AddressLine1Txt |
| City | WOOLRICH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 177790000 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 5706605666 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Financial Account | false | ForeignFinancialAccountInd |
| Donor Advised Fnds | false | DonorAdvisedFndsInd |
| Operate Hospital | false | OperateHospitalInd |
| Tanning Services Provided | false | TanningServicesProvidedInd |
| Related Organization Ctrl Ent | false | RelatedOrganizationCtrlEntInd |
| Transaction With Control Ent | false | TransactionWithControlEntInd |
| Political Campaign Acty | false | PoliticalCampaignActyInd |
| Part VI Of Comp Of Hghst Pd Empl | NONE | PartVIOfCompOfHghstPdEmplTxt |
| Part VI Hghst Pd Cntrct Prof Srvc | NONE | PartVIHghstPdCntrctProfSrvcTxt |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| Part I, line 10 | | Grants And Similar Amounts Paid:, Amount:| Charity & Scholarships, $6950| |
| Part I, line 16 | | Other Expenses:, Amount:| Employee Appreciation Memorials & flowers, $26750| |
| Part II, line 26 | | Explanation:, BOYAmount:, EOYAmount:| Accounts payable, $17539, $| |