LOCAL 99 UNITE HEALTH AND WELFARE FUND: Form 990, tax year 2010
View the entire original 990 at ProPublica ↗
- Organization
- LOCAL 99 UNITE HEALTH AND WELFARE FUND (EIN 30-0217152)
- Tax period
- 2010-01-01 to 2010-12-31
- Filed
- 2011-11-09
- IRS object ID
- 201113139349301736
- 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 | 2011-11-09T11:31:36-06:00 | Timestamp |
| Tax Period End Date | 2010-12-31 | TaxPeriodEndDate |
Preparer Firm PreparerFirm
Preparer Firm Business Name PreparerFirmBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HUNTER GROUP CPA LLC | BusinessNameLine1 |
Preparer Firm US Address PreparerFirmUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 17-17 ROUTE 208 | AddressLine1 |
| City | FAIR LAWN | City |
| State | NJ | State |
| ZIP Code | 07410 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnType |
| Tax Period Begin Date | 2010-01-01 | TaxPeriodBeginDate |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 300217152 | EIN |
Name Name
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LOCAL 99 HEALTH AND WELFARE FUND | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Control | LOCA | NameControl |
| Phone | 9737356464 | Phone |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 WASHINGTON PLACE 2ND FLOOR | AddressLine1 |
| City | NEWARK | City |
| State | NJ | State |
| ZIP Code | 07102 | ZIPCode |
Officer Officer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | CHRISTINE KERBER | Name |
| Title | TRUSTEE | Title |
| Phone | 9737356464 | Phone |
| Date Signed | 2011-11-07 | DateSigned |
| Authorize Third Party | 1 | AuthorizeThirdParty |
Preparer Preparer
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name | TOD CHRISTIANSON | Name |
| Phone | 2012614030 | Phone |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax Year | 2010 | TaxYear |
| Build TS | 2016-03-07 17:11:31Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Principal Officer Person | CHRISTINE KERBER | NameOfPrincipalOfficerPerson |
Address Principal Officer US AddressPrincipalOfficerUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 WASHINGTON PLACE 2ND FLOOR | AddressLine1 |
| City | NEWARK | City |
| State | NJ | State |
| ZIP Code | 07102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | 39721387 | GrossReceipts |
| Group Return For Affiliates | 0 | GroupReturnForAffiliates |
| Organization501c | X | Organization501c |
| Web Site | N/A | WebSite |
| Type Of Organization Other | X | TypeOfOrganizationOther |
| Year Formation | 1946 | YearFormation |
| State Legal Domicile | NJ | StateLegalDomicile |
| Activity Or Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS | ActivityOrMissionDescription |
| Nbr Voting Members Governing Body | 6 | NbrVotingMembersGoverningBody |
| Nbr Independent Voting Members | 4 | 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 | 22331432 | ProgramServiceRevenuePriorYear |
| Program Service Revenue CY | 22079559 | ProgramServiceRevenueCY |
| Investment Income Prior Year | 1179447 | InvestmentIncomePriorYear |
| Investment Income Current Year | 1064116 | InvestmentIncomeCurrentYear |
| Other Revenue Prior Year | 0 | OtherRevenuePriorYear |
| Other Revenue Current Year | 0 | OtherRevenueCurrentYear |
| Total Revenue Prior Year | 23510879 | TotalRevenuePriorYear |
| Total Revenue Current Year | 23143675 | TotalRevenueCurrentYear |
| Grants And Similar Amnts Prior Year | 0 | GrantsAndSimilarAmntsPriorYear |
| Grants And Similar Amnts CY | 0 | GrantsAndSimilarAmntsCY |
| Benefits Paid To Members Prior Year | 19092389 | BenefitsPaidToMembersPriorYear |
| Benefits Paid To Members CY | 19731962 | 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 | 3093657 | OtherExpensePriorYear |
| Other Expenses Current Year | 3068385 | OtherExpensesCurrentYear |
| Total Expenses Prior Year | 22186046 | TotalExpensesPriorYear |
| Total Expenses Current Year | 22800347 | TotalExpensesCurrentYear |
| Revenues Less Expenses Prior Year | 1324833 | RevenuesLessExpensesPriorYear |
| Revenues Less Expenses CY | 343328 | RevenuesLessExpensesCY |
| Total Assets BOY | 30599137 | TotalAssetsBOY |
| Total Assets EOY | 32148740 | TotalAssetsEOY |
| Total Liabilities BOY | 567568 | TotalLiabilitiesBOY |
| Total Liabilities EOY | 628581 | TotalLiabilitiesEOY |
| Net Assets Or Fund Balances BOY | 30031569 | NetAssetsOrFundBalancesBOY |
| Net Assets Or Fund Balances EOY | 31520159 | NetAssetsOrFundBalancesEOY |
| Mission Description | TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS WHO ARE EMPLOYED IN COVERED CRAFTS BY EMPLOYERS WHO CONTRIBUTE TO THE FUND | MissionDescription |
| Significant New Program Services | 0 | SignificantNewProgramServices |
| Significant Change | 0 | SignificantChange |
| Description | HEALTH AND WELFARE BENEFITS PAID TO OR FOR PARTICIPANTS AND BENEFICIARIES, OVER 3,470 PARTICIPANTS WERE INVOLVED. | Description |
| 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 | 1 | ReportInvestOthSecurities |
| Report Prog Rel Invest | 0 | ReportProgRelInvest |
| Report Other Assets | 0 | ReportOtherAssets |
| Report Other Liabilities | 1 | 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 | 1 | 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 | 3 | NumberFormsTransmittedWith1096 |
| Number W2 G Included | 0 | NumberW2GIncluded |
| 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 |
| Funds To Pay Premiums | 0 | FundsToPayPremiums |
| Premiums Paid | 0 | PremiumsPaid |
| Form8899 Filed | 0 | Form8899Filed |
| Form1098 C Filed | 0 | Form1098CFiled |
| Indoor Tanning Services | 0 | IndoorTanningServices |
| Info In Schedule O Part VI | X | InfoInScheduleOPartVI |
| Nbr Voting Governing Body Members | 6 | NbrVotingGoverningBodyMembers |
| Number Independent Voting Members | 4 | NumberIndependentVotingMembers |
| Family Or Business Relationship | 0 | FamilyOrBusinessRelationship |
| Delegation Of Management Duties | 0 | 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 | 0 | ConflictOfInterestPolicy |
| Whistleblower Policy | 0 | 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 | FUND'S BOARD OF TRUSTEES | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Telephone Number | 9737356464 | TelephoneNumber |
Address US AddressUS
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 18 WASHINGTON PLACE - 2ND FLOOR | AddressLine1 |
| City | NEWARK | City |
| State | NJ | State |
| ZIP Code | 07102 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| No Listed Persons Compensated | X | NoListedPersonsCompensated |
Form990 Part VII Section A Form990PartVIISectionA (6 entries)
| TitleTitle | Average Hours Per WeekAverageHoursPerWeek | Individual Trustee Or DirectorIndividualTrusteeOrDirector | Reportable Comp From OrganizationReportableCompFromOrganization | Reportable Comp From Related OrgsReportableCompFromRelatedOrgs | Other CompensationOtherCompensation |
|---|---|---|---|---|---|
| CHRISTINE KERBER | |||||
| TRUSTEE | 8.00 | X | 0 | 0 | 0 |
| LUIS RAMOS | |||||
| TRUSTEE | 13.00 | X | 0 | 0 | 0 |
| PATRICIA KAVINSKI | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| JOHN MAYS | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| BARBARA COOPER | |||||
| TRUSTEE | 2.00 | X | 0 | 0 | 0 |
| CECILIA GOMEZ | |||||
| 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 |
| Number Of Contractors GT100 K | 0 | NumberOfContractorsGT100K |
Program Service Revenue ProgramServiceRevenue (3 entries)
| DescriptionDescription | Business CodeBusinessCode | Total Revenue ColumnTotalRevenueColumn | Related Or Exempt Function IncomeRelatedOrExemptFunctionIncome |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 900099 | 19175849 | 19175849 |
| PARTICIPANT COPAYMENTS | 900099 | 2555831 | 2555831 |
| COBRA CONTRIBUTIONS | 900099 | 347879 | 347879 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | 22079559 | TotalProgramServiceRevenue |
Investment Income InvestmentIncome
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 863208 | TotalRevenueColumn |
| Exclusion | $863,208 | ExclusionAmount |
Gross Amount Sales Assets GrossAmountSalesAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16778620 | Securities |
Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 16577712 | Securities |
Gain Or Loss GainOrLoss
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | 200908 | Securities |
Net Gain Or Loss Investments NetGainOrLossInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 200908 | TotalRevenueColumn |
| Exclusion | $200,908 | ExclusionAmount |
Total Revenue TotalRevenue
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | 23143675 | TotalRevenueColumn |
| Related Or Exempt Function Income | 22079559 | RelatedOrExemptFunctionIncome |
| Unrelated Business Revenue | 0 | UnrelatedBusinessRevenue |
| Exclusion | $1,064,116 | ExclusionAmount |
Benefits To Members BenefitsToMembers
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 19731962 | Total |
Fees For Services Legal FeesForServicesLegal
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 34327 | Total |
Fees For Services Accounting FeesForServicesAccounting
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 82520 | Total |
Fees For Services Invst Mgmnt Fees FeesForServicesInvstMgmntFees
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 77862 | Total |
Office Expenses OfficeExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 1551 | Total |
Insurance Insurance
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 8807 | Total |
Other Expenses OtherExpenses (4 entries)
| DescriptionDescription | TotalTotal |
|---|---|
| BENEFITS ADMINISTRATORS | 1554105 |
| CONTRACT ADMINISTRATOR | 1291891 |
| PRINTING | 12568 |
| BANK CHARGES | 4754 |
Total Functional Expenses TotalFunctionalExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | 22800347 | Total |
Cash Non Interest Bearing CashNonInterestBearing
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | -163709 | BOY |
| EOY | -32001 | EOY |
Savings And Temp Cash Investments SavingsAndTempCashInvestments
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 708298 | BOY |
| EOY | 601474 | EOY |
Investments Pub Traded Securities InvestmentsPubTradedSecurities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30030453 | BOY |
| EOY | 31574501 | EOY |
Other Assets Total OtherAssetsTotal
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 24095 | BOY |
| EOY | 4766 | EOY |
Total Assets TotalAssets
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30599137 | BOY |
| EOY | 32148740 | EOY |
Other Liabilities OtherLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567568 | BOY |
| EOY | 628581 | EOY |
Total Liabilities TotalLiabilities
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 567568 | BOY |
| EOY | 628581 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Do Not Follow SFAS117 | X | DoNotFollowSFAS117 |
Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 0 | BOY |
| EOY | 0 | EOY |
Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30031569 | BOY |
| EOY | 31520159 | EOY |
Total Net Assets Fund Balances TotalNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30031569 | BOY |
| EOY | 31520159 | EOY |
Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | 30599137 | BOY |
| EOY | 32148740 | EOY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | X | InfoInScheduleOPartXI |
| Reconcilation Revenue Expenses | 343328 | ReconcilationRevenueExpenses |
| Reconcilation Other Changes | 1145262 | ReconcilationOtherChanges |
| Info In Schedule O Part XII | X | InfoInScheduleOPartXII |
| Method Of Accounting Other | X | MethodOfAccountingOther |
| 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 |
Other Liabilities OtherLiabilities (6 entries)
| DescriptionDescription | AmountAmount |
|---|---|
| PROFESSIONAL FEES DUE | $176,660 |
| DUE TO CLAIMS ADMIN. FOR BENEFIT PYMTS | $260,828 |
| DUE TO CONTRACT ADMINISTRATOR | $176,595 |
| DUE TO UNITE HEALTH CENTER | $10,298 |
| DUE TO AFFILIATED FUNDS | $105 |
| DUE TO EYEGLASS PROVIDER | $4,095 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Of Amounts | 628581 | TotalOfAmounts |
| Total Revenue | 23143675 | TotalRevenue |
| Total Expenses | 22800347 | TotalExpenses |
| Excess Or Deficit For Year | 343328 | ExcessOrDeficitForYear |
| Net Unrealized GL On Investments | 1145262 | NetUnrealizedGLOnInvestments |
| Total Adjustments | 1145262 | TotalAdjustments |
| Excess Or Deficit Per FS | 1488590 | ExcessOrDeficitPerFS |
| Tot Revenue Etc Audited Fincl Stmt | 24211075 | TotRevenueEtcAuditedFinclStmt |
| Net Unrealized Gains Investments | 1145262 | NetUnrealizedGainsInvestments |
| Revenue Not Rptd F990 | 1145262 | RevenueNotRptdF990 |
| Revenue Subtotal | 23065813 | RevenueSubtotal |
| Investment Expenses Not Included | 77862 | InvestmentExpensesNotIncluded |
| Revenue Not Rptd On Fin Stmt | 77862 | RevenueNotRptdOnFinStmt |
| Total Revenue Per Form990 | 23143675 | TotalRevenuePerForm990 |
| Tot Expenses Etc Audited Fincl Stmt | 22782367 | TotExpensesEtcAuditedFinclStmt |
| Other Expenses Included | 335103 | OtherExpensesIncluded |
| Expenses Not Rptd F990 | 335103 | ExpensesNotRptdF990 |
| Expenses Subtotal | 22447264 | ExpensesSubtotal |
| Investment Expenses Not Included2 | 77862 | InvestmentExpensesNotIncluded2 |
| Other Expenses Not Included | 275221 | OtherExpensesNotIncluded |
| Expenses Not Rptd On Fin Stmt | 353083 | ExpensesNotRptdOnFinStmt |
| Total Expenses Per Form990 | 22800347 | TotalExpensesPerForm990 |
Form990 Schedule D Part XIV Form990ScheduleDPartXIV
| Field | Value | IRS element (for citing) |
|---|---|---|
| Explanation | PART XI LINE 8 OTHER - NET BENEFITS REFLECTED ON 990 NOT RECORDED ON FINANCIAL STATEMENTS PERSUANT TO SOP 92-6: $(59,882). PART XIII LINE 2D OTHER - BENEFITS RECORDED IN PRIOR YEAR PER SOP 92-6: $335,103 PART XIII LINE 4B OTHER - BENEFITS RECORDED IN CURRENT YEAR PER SOP 92-6: $275,221 | Explanation |
Schedule L IRS990ScheduleL
Form990 Schedule L Part IV Form990ScheduleLPartIV (2 entries)
| RelationshipRelationship | Description Of TransactionDescriptionOfTransaction | Sharing Of RevenuesSharingOfRevenues |
|---|---|---|
| CHRISTINE KERBER | ||
| INDIVIDUAL IS THE FUND CHAIRMAN AND MANAGER OF THE CONTRACT ADMINISTRATOR | TRANSACTION IS FOR PAYMENT OF $1,291,891 FOR NECESSARY ADMINISTRATIVE SERVICES AND IS BETWEEN THE ORGANIZATION AND A CONTRACT ADMINISTRATOR (METROPOLITAN DISTRIBUTION AND TRUCKING JOINT BOARD, WORKERS UNITED) WHERE THE INDIVIDUAL IS AN OFFICER OF BOTH NON PROFIT ORGANIZATIONS. | 0 |
| LUIS RAMOS | ||
| INDIVIDUAL IS A FUND TRUSTEE AND ASSOC MGR OF THE CONTRACT ADMINISTRATOR | TRANSACTION IS FOR PAYMENT OF $1,291,891 FOR NECESSARY ADMINISTRATIVE SERVICES AND IS BETWEEN THE ORGANIZATION AND A CONTRACT ADMINISTRATOR (METROPOLITAN DISTRIBUTION AND TRUCKING JOINT BOARD, WORKERS UNITED) WHERE THE INDIVIDUAL IS AN OFFICER OF BOTH NON PROFIT ORGANIZATIONS. | 0 |
Schedule O IRS990ScheduleO
General Explanation GeneralExplanation (6 entries)
| IdentifierIdentifier | ExplanationExplanation | Return ReferenceReturnReference |
|---|---|---|
| FORM 990, PART VI, SECTION B, LINE 11 | THE FORM 990 IS SUBMITTED TO THE FUND CONTROLLER FOR REVIEW. THE CONTROLLER INITIATES AN INTERNAL REVIEW OF THE FORM 990. AFTER REVIEW CHANGES NEEDED ARE MADE, IF ANY, THE CONTROLLER WILL THEN PROVIDE COPIES OF THE FORM 990 TO EACH BOARD MEMBER AT A COMMITTEE MEETING AND REQUEST THAT THE RETURN IS REVIEWED AND ANY CHANGES NEEDED DISCUSSED AND AGREED UPON. SUCH CHANGE, IF ANY, ARE MADE AND THE RETURN IS APPROVED FOR FILING. | |
| FORM 990, PART VI, SECTION B: QUESTIONS 15A AND 15B HAVE BEEN ANSWERED NO BECAUSE THE FUND DOES NOT HAVE ANY EMPLOYEES OR COMMITTEE MEMBERS WHO RECEIVE COMPENSATION. THEREFORE, A PROCESS FOR DETERMINING COMPENSATION IS NOT NEEDED. | ||
| THE FORM 990 IS SUBMITTED TO THE FUND CONTROLLER FOR REVIEW. THE CONTROLLER INITIATES AN INTERNAL REVIEW OF THE FORM 990. AFTER REVIEW CHANGES NEEDED ARE MADE, IF ANY, THE CONTROLLER WILL THEN PROVIDE COPIES OF THE FORM 990 TO EACH BOARD MEMBER AT A COMMITTEE MEETING AND REQUEST THAT THE RETURN IS REVIEWED AND ANY CHANGES NEEDED DISCUSSED AND AGREED UPON. SUCH CHANGE, IF ANY, ARE MADE AND THE RETURN IS APPROVED FOR FILING. | FORM 990, PART VI, SECTION C, LINE 19 | |
| CHANGES IN NET ASSETS OR FUND BALANCES: | NET UNREALIZED GAINS ON INVESTMENTS: 1145262. | FORM 990, PART XI, LINE 5: |
| THE ORGANIZATION USES A MODIFIED CASH BASIS OF ACCOUNTING WHICH IS A COMPREHENSIVE BASIS OF ACCOUNTING OTHER THAN ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA | FORM 990, PART XI, LINE 1: | |
| THE ORGANIZATION HAS A COMMITTEE ESTABLISHED FOR THE OVERSIGHT OF THE ANNUAL INDEPENDENT AUDIT PROCESS WHICH HAS BEEN IN EFFECT IN PRIOR YEARS | FORM 990, PART XI, LINE 2C: |