JACKSONVILLE PLUMBERS & PIPEFITTERS HEALTH & WELFARE<FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- JACKSONVILLE PLUMBERS & PIPEFITTERS HEALTH & WELFARE<FUND (EIN 59-0810108)
- Tax period
- 2010-09-01 to 2011-08-31
- Filed
- 2012-09-04
- IRS object ID
- 201222489349300297
- Schema version
- 2010v3.4
- 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) |
|---|---|---|
| Timestamp | 2012-09-04T13:04:12-05:00 | Timestamp |
| Tax Period End Date | 2011-08-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HANNON & ASSOCIATES | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 2700 UNIVERSITY BLVD W SUITE A-2 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322172120 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-09-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 590810108 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JACKSONVILLE PLUMBERS AND PIPEFITTERS | BusinessNameLine1 |
| Business Name Line2 | HEALTH AND WELFARE FUND | BusinessNameLine2 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | JACK | NameControl |
| Phone | 9045380100 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE ROAD BUILDING 5 NO 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322568364 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | W W GAY | Name |
| Title | CHAIRMAN | Title |
| Phone | 9045380100 | Phone |
| Date Signed | 2012-06-14 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHARLES R SHOFFNER | Name |
| Phone | 9047307709 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-02-24 21:20:13Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | W W GAY | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE ROAD BUILDING 5 NO 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 322568364 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 10863472 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Trust | X | TypeOfOrganizationTrust |
| Year Formation | 1957 | YearFormation |
| State Legal Domicile | FL | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 10 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 10 | NbrIndependentVotingMembers |
| Total Nbr Employees | 0 | TotalNbrEmployees |
| Total Nbr Volunteers | 0 | TotalNbrVolunteers |
| Total Gross UBI | 0 | TotalGrossUBI |
| Net Unrelated Business Txbl Income | 0 | NetUnrelatedBusinessTxblIncome |
| Contributions Grants Prior Year | 0 | ContributionsGrantsPriorYear |
| Contributions Grants Current Year | 0 | ContributionsGrantsCurrentYear |
| Program Service Revenue Prior Year | 7632156 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 8410428 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 257091 | InvestmentIncomePriorYear |
| Investment Income Current Year | 200762 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 7889247 | TotalRevenuePriorYear |
| Total Revenue Current Year | 8611190 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 7143884 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 6912455 | BenefitsPaidToMembersCY |
| Salaries Etc Prior Year | 0 | SalariesEtcPriorYear |
| Salaries Etc Current Year | 0 | SalariesEtcCurrentYear |
| Total Prof Fundrsng Exp Prior Year | 0 | TotalProfFundrsngExpPriorYear |
| Total Prof Fundrsng Exp CY | 0 | TotalProfFundrsngExpCY |
| Total Fundrsng Exp Current Year | 0 | TotalFundrsngExpCurrentYear |
| Other Expense Prior Year | 822815 | OtherExpensePriorYear |
| Other Expenses Current Year | 857193 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 7966699 | TotalExpensesPriorYear |
| Total Expenses Current Year | 7769648 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | -77452 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 841542 | RevenuesLessExpensesCY |
| Total Assets BOY | 9775120 | TotalAssetsBOY |
| Total Assets EOY | 10702766 | TotalAssetsEOY |
| Total Liabilities BOY | 0 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 0 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 9775120 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 10702766 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH BENEFITS TO UNION MEMBERS AND THEIR DEPENDENTS | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Expense | 6912455 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | PAYMENTS OF MEDICAL CLAIMS FOR PLAN PARTICIPANTS INCLUDING THEIR DEPENDENTS | Description |
Activity2 Activity2
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expense | 141359 | Expense |
| Grants | 0 | Grants |
| Revenue | 0 | Revenue |
| Description | REMITTANCE OF EMPLOYER CONTRIBUTIONS PAID INTO THE FUND FOR UNION MEMBERS OUTSIDE OF LOCAL UNION #234 BUT WORKING ON A RECIPROCAL BASIS WITHIN THE JURISDICTION OF LOCAL UNION #234 TO THE APPROPRIATE RECIPROCAL UNION BENEFIT FUND | Description |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Expense | 7053814 | TotalProgramServiceExpense |
| Described In501 C3 | 0 | DescribedIn501C3 |
| Schedule B Required | 0 | ScheduleBRequired |
| Political Activities | 0 | PoliticalActivities |
| Donor Advised Funds | 0 | DonorAdvisedFunds |
| Conservation Easements | 0 | ConservationEasements |
| Collections Of Art | 0 | CollectionsOfArt |
| Credit Counseling | 0 | CreditCounseling |
| Term Or Permanent Endowments | 0 | TermOrPermanentEndowments |
| Report Land Bldg Equip | 0 | ReportLandBldgEquip |
| Report Invest Oth Securities | 0 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 0 | ReportOtherLiabilities |
| Report Fin48 Footnote | 0 | ReportFin48Footnote |
| Independent Audit Financial Stmt | 1 | IndependentAuditFinancialStmt |
| Consolidated Audit Financial Stmt | 0 | ConsolidatedAuditFinancialStmt |
| School | 0 | School |
| Foreign Office | 0 | ForeignOffice |
| Foreign Activities | 0 | ForeignActivities |
| More Than5000 K To Organizations | 0 | MoreThan5000KToOrganizations |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividuals |
| Professional Fundraising | 0 | ProfessionalFundraising |
| Fundraising Activities | 0 | FundraisingActivities |
| Gaming | 0 | Gaming |
| Hospital | 0 | Hospital |
| Grants To Organizations | 0 | GrantsToOrganizations |
| Grants To Individuals | 0 | GrantsToIndividuals |
| Schedule J Required | 0 | ScheduleJRequired |
| Tax Exempt Bonds | 0 | TaxExemptBonds |
| Loan To Officer Or DQP | 0 | LoanToOfficerOrDQP |
| Grant To Related Person | 0 | GrantToRelatedPerson |
| Bsnss Rltnshp With Organization | 0 | BsnssRltnshpWithOrganization |
| Bsnss Rltnshp Thru Family Member | 0 | BsnssRltnshpThruFamilyMember |
| Officer Entity With Bsnss Rltnshp | 0 | OfficerEntityWithBsnssRltnshp |
| Deductible Non Cash Contributions | 0 | DeductibleNonCashContributions |
| Deductible Contributions Of Art | 0 | DeductibleContributionsOfArt |
| Terminated | 0 | Terminated |
| Partial Liquidation | 0 | PartialLiquidation |
| Disregarded Entity | 0 | DisregardedEntity |
| Related Entity | 0 | RelatedEntity |
| Related Org Controlled Entity | 0 | RelatedOrgControlledEntity |
| Transaction Related Entity | 0 | TransactionRelatedEntity |
| Activities Conducted Partnership | 0 | ActivitiesConductedPartnership |
| Schedule O Required | 1 | ScheduleORequired |
| Number Forms Transmitted With1096 | 623 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| Compliance With Backup Witholding | 1 | ComplianceWithBackupWitholding |
| Number Of Employees | 0 | NumberOfEmployees |
| Unrelated Business Income | 0 | UnrelatedBusinessIncome |
| Foreign Financial Account | 0 | ForeignFinancialAccount |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTrans |
| Taxable Party Notification | 0 | TaxablePartyNotification |
| Non Deductible Contributions | 0 | NonDeductibleContributions |
| Quid Pro Quo Contributions | 0 | QuidProQuoContributions |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOf |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 10 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 10 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 1 | DelegationOfManagementDuties |
| Changes To Organizing Docs | 0 | ChangesToOrganizingDocs |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuse |
| Members Or Stockholders | 0 | MembersOrStockholders |
| Election Of Board Members | 0 | ElectionOfBoardMembers |
| Decisions Subject To Approval | 0 | DecisionsSubjectToApproval |
| Minutes Of Governing Body | 1 | MinutesOfGoverningBody |
| Minutes Of Committees | 1 | MinutesOfCommittees |
| Officer Mailing Address | 0 | OfficerMailingAddress |
| Local Chapters | 0 | LocalChapters |
| Form990 Provided To Governing Body | 1 | Form990ProvidedToGoverningBody |
| Conflict Of Interest Policy | 1 | ConflictOfInterestPolicy |
| Annual Disclosure Covered Persons | 1 | AnnualDisclosureCoveredPersons |
| Regular Monitoring Enforcement | 1 | RegularMonitoringEnforcement |
| Whistleblower Policy | 1 | WhistleblowerPolicy |
| Document Retention Policy | 1 | DocumentRetentionPolicy |
| Compensation Process CEO | 0 | CompensationProcessCEO |
| Compensation Process Other | 0 | CompensationProcessOther |
| Investment In Joint Venture | 0 | InvestmentInJointVenture |
| Upon Request | X | UponRequest |
The Books Are In Care Of TheBooksAreInCareOf
Name Business NameBusiness
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID MAST - NATIONAL EMPLOYEE BENEFITS ADMINISTRATORS | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9045380100 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 8657 BAYPINE RD BLDG 5 SUITE 200 | AddressLine1 |
| City | JACKSONVILLE | City |
| State | FL | State |
| ZIP Code | 32256 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (10 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| W W GAY | |||||
| CHAIRMAN | 5.00 | X | 0 | 0 | 0 |
| RONNY ANDREWS | |||||
| SECRETARY | 5.00 | X | 0 | 0 | 0 |
| RUSSELL DRAWDY | |||||
| ASST SECRETARY | 5.00 | X | 0 | 0 | 0 |
| DAVID TANKERSLY | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| JAMES HENDRICKS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| LARRY COGBURN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| MICHAEL WOOD | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| BENNIE CRAVEN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| KELLEN JORDAN | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| BENJAMIN CLARK | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | 0 | TotalReportableCompFromOrg |
| Total Reportable Comp Frm Rltd Orgs | 0 | TotalReportableCompFrmRltdOrgs |
| Total Other Compensation | 0 | TotalOtherCompensation |
| Number Individuals GT100 K | 0 | NumberIndividualsGT100K |
| Formers Listed | 0 | FormersListed |
| Total Comp GT150 K | 0 | TotalCompGT150K |
| Compensation From Other Sources | 0 | CompensationFromOtherSources |
Contractor Compensation ContractorCompensation (2 entries)
| Address Line1AddressOfContractor/AddressUS/AddressLine1 | CityAddressOfContractor/AddressUS/City | StateAddressOfContractor/AddressUS/State | ZIP CodeAddressOfContractor/AddressUS/ZIPCode | Description Of ServicesDescriptionOfServices | CompensationCompensation |
|---|---|---|---|---|---|
| AETNA | |||||
| 821 PRUDENTIAL DR | JACKSONVILLE | FL | 32207 | CONTRACT ADMIN | 254985 |
| NEBA | |||||
| 8657 BAYPINE RD BLDG 5 STE 200 | JACKSONVILLE | FL | 32256 | THIRD PARTY ADMIN | 185774 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Number Of Contractors GT100 K | 2 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Description | EMPLOYER AND PARTICIPA | Description |
| Business Code | 900099 | BusinessCode |
| Total Revenue Column | 8410428 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8410428 | RelatedOrExemptFunctionIncome |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 8410428 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 200163 | TotalRevenueColumn |
| Related Or Exempt Function Income | 200163 | RelatedOrExemptFunctionIncome |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2252881 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 2252282 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 599 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 599 | TotalRevenueColumn |
| Related Or Exempt Function Income | 599 | RelatedOrExemptFunctionIncome |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 8611190 | TotalRevenueColumn |
| Related Or Exempt Function Income | 8611190 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $0 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 6912455 | Total |
| Program Services | 6912455 | ProgramServices |
Fees For Services Management FeesForServicesManagement
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 471502 | Total |
| Management And General | 471502 | ManagementAndGeneral |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 38447 | Total |
| Management And General | 38447 | ManagementAndGeneral |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 69255 | Total |
| Management And General | 69255 | ManagementAndGeneral |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 32935 | Total |
| Management And General | 32935 | ManagementAndGeneral |
Fees For Services Other FeesForServicesOther
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 41773 | Total |
| Management And General | 41773 | ManagementAndGeneral |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 25021 | Total |
| Management And General | 25021 | ManagementAndGeneral |
Information Technology InformationTechnology
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 14685 | Total |
| Management And General | 14685 | ManagementAndGeneral |
Conferences Meetings ConferencesMeetings
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 421 | Total |
| Management And General | 421 | ManagementAndGeneral |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 11214 | Total |
| Management And General | 11214 | ManagementAndGeneral |
Other Expenses OtherExpenses (3 entries)
| DescriptionDescription | TotalTotal | Program ServicesProgramServices | Management And GeneralManagementAndGeneral |
|---|---|---|---|
| RECIPROCAL TRANSFERS | 141359 | 141359 | |
| BANK CHARGES | 10163 | 10163 | |
| DUES | 418 | 418 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 7769648 | Total |
| Program Services | 7053814 | ProgramServices |
| Management And General | 715834 | ManagementAndGeneral |
| Fundraising | 0 | Fundraising |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 2536822 | BOY |
| EOY | 3023678 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 7238298 | BOY |
| EOY | 7679088 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9775120 | BOY |
| EOY | 10702766 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Follow SFAS117 | X | FollowSFAS117 |
Unrestricted Net Assets UnrestrictedNetAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9775120 | BOY |
| EOY | 10702766 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9775120 | BOY |
| EOY | 10702766 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 9775120 | BOY |
| EOY | 10702766 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 841542 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 86104 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Cash | X | MethodOfAccountingCash |
| Accountant Compile Or Review | 0 | AccountantCompileOrReview |
| FS Audited | 1 | FSAudited |
| Audit Committee | 1 | AuditCommittee |
| Financial Statement Separate | X | FinancialStatementSeparate |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequired |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Book Value Land Buildings | 0 | TotalOfBookValueLandBuildings |
| Total Revenue | 8611190 | TotalRevenue |
| Total Expenses | 7769648 | TotalExpenses |
| Excess Or Deficit For Year | 841542 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 86104 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 86104 | TotalAdjustments |
| Excess Or Deficit Per FS | 927646 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 8664359 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 86104 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 86104 | RevenueNotRptdF990 |
| Revenue Subtotal | 8578255 | RevenueSubtotal |
| Investment Expenses Not Included | 32935 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 32935 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 8611190 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 7736713 | TotExpensesEtcAuditedFinclStmt |
| Expenses Not Rptd F990 | 0 | ExpensesNotRptdF990 |
| Expenses Subtotal | 7736713 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 32935 | InvestmentExpensesNotIncluded2 |
| Expenses Not Rptd On Fin Stmt | 32935 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 7769648 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PARTS XI, XII AND XIII: ORGANIZATION DOES NOT HAVE AUDITED FINANCIAL STATEMENTS PREPARED IN ACCORDANCE WITH GAAP. NON-GAAP FINANCIAL STATEMENTS ARE AUDITED BY INDEPENDENT CERTIFIED PUBLIC ACCOUNTANTS. | Explanation |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION A, LINE 3 | THE BOARD OF TRUSTEES CONTRACTS WITH NATIONAL EMPLOYEE BENEFIT ADMINISTRATORS, INC. TO PERFORM DAY TO DAY MANAGEMENT AND BENEFIT PROCESSING FUNCTIONS. | |
| FORM 990, PART VI, SECTION B, LINE 11 | FORM 990 IS REVIEWED IN DETAIL BY MEMBERS OF THE BOARD OF TRUSTEES BEFORE FORM 990 IS APPROVED, SIGNED AND FILED. | |
| ALL MEMBERS OF THE BOARD OF TRUSTEES ARE REQUIED TO DISCLOSE AT EACH BOARD MEETING THEIR INTERESTS THAT COULD GIVE RISE TO CONFLICTS OF INTEREST. ANY TRUSTEE WHO HAS A CONFLICT OF INTEREST IS PROHIBITED FROM PARTICIPATING IN BOARD DELIBERATIONS AND DECISIONS RELATED TO TRANSACTIONS WHERE THERE IS A CONFLICT OF INTEREST. | FORM 990, PART VI, SECTION B, LINE 12C | |
| FORM 990, PART VI, SECTION B, LINE 15: THE ORGANIZATION DOES NOT COMPENSATE ANY TRUSTEE. | ||
| NO DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 86,104. | FORM 990, PART XI, LINE 5: |
Reasonable Cause Explanation ReasonableCauseExplanation
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | TAXPAYER WAS NOT PREVIOUSLY REQUIRED TO FILE ELECTRONICALLY AND DID NOT BECOME AWARE OF THEIR ELECTRONIC FILING REQUIREMENT UNTIL THEY RECEIVED A NOTICE REGARDING THEIR FORM 990 PAPER FILING WHICH WAS FILED TIMELY FOR YEAR ENDED AUGUST 31, 2010. AS THE TAXPAYER RELIED ON PROFESSIONAL ASSISTANCE TO FILE THE RETURN AND ARE NOW AWARE OF THEIR ELECTRONIC FILING OBLIGATION THEY RESPECTFULLY REQUEST YOU ABATE ANY LATE FILING PENALTIES. | Explanation |