LABORERS HEALTH & SAFETY FUND OF NORTH AMERICA: Form 990, tax year 2024
View the entire original 990 at ProPublica ↗
- Organization
- LABORERS HEALTH & SAFETY FUND OF NORTH AMERICA (EIN 52-1569286)
- Tax period
- 2024-01-01 to 2024-12-31
- Filed
- 2025-04-16
- IRS object ID
- 202511069349301036
- Schema version
- 2024v5.1
- 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 | 2025-04-16T14:15:54-05:00 | ReturnTs |
| Tax Period End | 2024-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 470900880 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CALIBRE CPA GROUP PLLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 7501 WISCONSIN AVENUE SUITE 1200 | AddressLine1Txt |
| Address Line2 | WEST | AddressLine2Txt |
| City | BETHESDA | CityNm |
| State Abbreviation | MD | StateAbbreviationCd |
| ZIP | 20814 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2024-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 521569286 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | LABORERS' HEALTH AND SAFETY | BusinessNameLine1Txt |
| Business Name Line2 | FUND OF NORTH AMERICA | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | LABO | BusinessNameControlTxt |
| Phone | 2026285465 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 16TH STREET NW 2ND FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRENT BOOKER | PersonNm |
| Person Title | CO-CHAIRMAN | PersonTitleTxt |
| Phone | 2026285465 | PhoneNum |
| Signature | 2025-04-16 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | Yes (1) | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JAMES POULOS | PreparerPersonNm |
| PTIN | P01508663 | PTIN |
| Phone | 2023319880 | PhoneNum |
| Preparation | 2025-04-16 | 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 | LISA M SABITONI | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 16TH STREET NW 2ND FL | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $15,080,281 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | WWW.LHSFNA.ORG | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1988 | FormationYr |
| Legal Domicile State | DC | LegalDomicileStateCd |
| Activity Or Mission | SEE SCHEDULE O. | ActivityOrMissionDesc |
| Voting Members Governing Body | 16 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 13 | VotingMembersIndependentCnt |
| Total Employee | 46 | 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 | $6,528,370 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $7,383,985 | CYProgramServiceRevenueAmt |
| PY Investment Income | $892,182 | PYInvestmentIncomeAmt |
| CY Investment Income | $1,019,019 | CYInvestmentIncomeAmt |
| PY Other Revenue | $2,979,969 | PYOtherRevenueAmt |
| CY Other Revenue | $3,111,195 | CYOtherRevenueAmt |
| PY Total Revenue | $10,400,521 | PYTotalRevenueAmt |
| CY Total Revenue | $11,514,199 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $109,601 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $234,594 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $7,578,186 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $7,928,529 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $2,784,400 | PYOtherExpensesAmt |
| CY Other Expenses | $2,860,539 | CYOtherExpensesAmt |
| PY Total Expenses | $10,472,187 | PYTotalExpensesAmt |
| CY Total Expenses | $11,023,662 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | -$71,666 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $490,537 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $13,533,529 | TotalAssetsBOYAmt |
| Total Assets EOY | $13,895,265 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $546,180 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $496,315 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $12,987,349 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $13,398,950 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | SEE SCHEDULE O | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | SEE SCHEDULE O | 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 | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | 0 | 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 | Yes (1) | ForeignOfficeInd |
| Foreign Activities | Yes (1) | 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 | Yes (1) | 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 | Yes (1) | 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 | 0 | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 25 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 46 | EmployeeCnt |
| Employment Tax Returns Filed | 0 | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | Yes (1) | ForeignFinancialAccountInd |
| Foreign Country | CA | ForeignCountryCd |
| 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 | 16 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 13 | IndependentVotingMemberCnt |
| Family Or Business Rln | Yes (1) | 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 | 0 | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | 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 | MAREN KENCH | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 2026285465 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 905 16TH STREET NW 2ND FLOOR | AddressLine1Txt |
| City | WASHINGTON | CityNm |
| State Abbreviation | DC | StateAbbreviationCd |
| ZIP | 20006 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (23 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | OfficerOfficerInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | Highest Compensated EmployeeHighestCompensatedEmployeeInd |
|---|---|---|---|---|---|---|---|
| BRENT BOOKER | |||||||
| CO-CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| DAVID F RAMPONE | |||||||
| CO-CHAIRMAN | 4.00 | Yes (X) | Yes (X) | $0 | $0 | $0 | |
| MICHAEL F SABITONI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| DENNIS L MARTIRE | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TERRENCE M HEALY | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JOSEPH S MANCINELLI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ROBERT F ABBOTT | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| MICHAEL E HELLSTROM | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| ERNESTO J ORDONEZ | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| JAMES P PIAZZA JR | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| WILLIAM V KOPONEN | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| TONY FANELLI | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| THOMAS W ENSMINGER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| SAMUEL LYON | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| KENNETH J RUETER | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| EARL R HALL | |||||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 | ||
| LISA SABITONI | |||||||
| EXECUTIVE DIRECTOR | 40.00 | Yes (X) | $326,600 | $0 | $78,477 | ||
| MAREN KENCH | |||||||
| DIRECTOR, ACCOUNTING | 40.00 | Yes (X) | $236,148 | $0 | $89,905 | ||
| JOHN MANDARINO | |||||||
| DIRECTOR, CANADIAN TRI-FUND | 40.00 | $280,395 | $0 | $56,668 | Yes (X) | ||
| JAMIE BECKER | |||||||
| DIRECTOR, HEALTH PROMOTION | 40.00 | $234,190 | $0 | $89,376 | Yes (X) | ||
| TRAVIS PARSONS | |||||||
| DIRECTOR, OCCUPATIONAL SAFETY & HEALTH | 40.00 | $233,666 | $0 | $89,374 | Yes (X) | ||
| PATRICK SORCE | |||||||
| FIELD COORDINATOR | 40.00 | $228,151 | $0 | $48,158 | Yes (X) | ||
| ANTHONY PRIMERANO | |||||||
| FIELD COORDINATOR | 40.00 | $226,751 | $0 | $43,274 | Yes (X) | ||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $1,765,901 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $495,232 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 24 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
| Cntrct Rcvd Greater Than100 K | 0 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | EMPLOYER CONTRIBUTIONS | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $7,383,985 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $7,383,985 | RelatedOrExemptFuncIncomeAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $7,383,985 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $420,007 | TotalRevenueColumnAmt |
| Exclusion | $420,007 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $4,165,094 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,566,082 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $599,012 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $599,012 | TotalRevenueColumnAmt |
| Exclusion | $599,012 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | REIMBURSED EXPENSES | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $2,942,945 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $2,942,945 | RelatedOrExemptFuncIncomeAmt |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $168,250 | TotalRevenueColumnAmt |
| Exclusion | $168,250 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,111,195 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $11,514,199 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $10,326,930 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $1,187,269 | ExclusionAmt |
Grants To Domestic Orgs GrantsToDomesticOrgsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $198,472 | TotalAmt |
Foreign Grants ForeignGrantsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $36,122 | TotalAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $731,130 | TotalAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,218,806 | TotalAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,414,062 | TotalAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,257,329 | TotalAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $307,202 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,196 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $34,998 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,629 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $205,871 | TotalAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $18,104 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $720,410 | TotalAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $686,658 | TotalAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $284,615 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $54,225 | TotalAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,105 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $74,967 | TotalAmt |
Other Expenses OtherExpensesGrp (2 entries)
| DescDesc | TotalTotalAmt |
|---|---|
| PROGRAM SUPPLIES | $495,665 |
| PRINTING AND PUBLICATIO | $142,096 |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,023,662 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $200 | BOYAmt |
| EOY | $200 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,198,024 | BOYAmt |
| EOY | $1,403,566 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $277,337 | BOYAmt |
| EOY | $88,692 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $1,365,362 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $1,160,379 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $267,912 | BOYAmt |
| EOY | $204,983 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,790,056 | BOYAmt |
| EOY | $12,197,824 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,533,529 | BOYAmt |
| EOY | $13,895,265 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,180 | BOYAmt |
| EOY | $496,315 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $546,180 | BOYAmt |
| EOY | $496,315 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows FASB117 | Yes (X) | OrganizationFollowsFASB117Ind |
No Donor Restriction Net Assets NoDonorRestrictionNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,987,349 | BOYAmt |
| EOY | $13,398,950 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,987,349 | BOYAmt |
| EOY | $13,398,950 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $13,533,529 | BOYAmt |
| EOY | $13,895,265 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Info In Schedule O Part XI | Yes (X) | InfoInScheduleOPartXIInd |
| Reconcilation Revenue Expnss | $490,537 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$65,540 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | -$13,396 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Other | Yes (X) | MethodOfAccountingOtherInd |
| 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
Leasehold Improvements LeaseholdImprovementsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $577,602 | OtherCostOrOtherBasisAmt |
| Depreciation | $436,285 | DepreciationAmt |
| Book Value | $141,317 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $746,529 | OtherCostOrOtherBasisAmt |
| Depreciation | $714,813 | DepreciationAmt |
| Book Value | $31,716 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $41,231 | OtherCostOrOtherBasisAmt |
| Depreciation | $9,281 | DepreciationAmt |
| Book Value | $31,950 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $204,983 | TotalBookValueLandBuildingsAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $11,403,030 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$65,540 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$65,540 | RevenueNotReportedAmt |
| Revenue Subtotal | $11,468,570 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $45,629 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $45,629 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $11,514,199 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $10,978,033 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $10,978,033 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $45,629 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $45,629 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $11,023,662 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | THE FUND ACCOUNTS FOR INCOME TAXES IN ACCORDANCE WITH THE ACCOUNTING STANDARDS CODIFICATION (ASC) TOPIC INCOME TAXES. THESE PROVISIONS PROVIDE CONSISTENT GUIDANCE FOR THE ACCOUNTING FOR UNCERTAINTY IN INCOME TAXES RECOGNIZED IN AN ENTITY'S FINANCIAL STATEMENTS AND PRESCRIBE A THRESHOLD OF "MORE LIKELY THAN NOT" FOR RECOGNITION AND DERECOGNITION OF TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN IN A TAX RETURN. THE FUND PERFORMED AN EVALUATION OF UNCERTAIN TAX POSITIONS FOR THE YEAR ENDED DECEMBER 31, 2024, AND DETERMINED THAT THERE WERE NO MATTERS THAT WOULD REQUIRE RECOGNITION IN THE FINANCIAL STATEMENTS OR THAT MAY HAVE AN EFFECT ON ITS TAX-EXEMPT STATUS. AS OF DECEMBER 31, 2024, THE STATUTE OF LIMITATIONS FOR TAX YEARS 2021 THROUGH 2023 REMAINS OPEN WITH THE U.S. FEDERAL JURISDICTION AND THE DISTRICT OF COLUMBIA. IT IS THE FUND'S POLICY TO RECOGNIZE INTEREST AND/OR PENALTIES RELATED TO UNCERTAIN TAX POSITIONS, IF ANY, IN UNRELATED BUSINESS INCOME TAX EXPENSE. | ExplanationTxt |
Schedule F IRS990ScheduleF
Account Activities Outside US AccountActivitiesOutsideUSGrp (2 entries)
| RegionRegionTxt | OfficesOfficesCnt | EmployeeEmployeeCnt | Type Of Activities ConductedTypeOfActivitiesConductedTxt | Specific Services ProvidedSpecificServicesProvidedTxt | Region Total ExpendituresRegionTotalExpendituresAmt |
|---|---|---|---|---|---|
| NORTH AMERICA | 1 | 5 | PROGRAM SERVICES | SAME AS PROGRAM SERVICES PROVIDED IN THE US. SEE MISSION STATEMENT | $1,712,103 |
| NORTH AMERICA | 1 | 5 | GRANTS TO RECIPIENTS IN REGION | $36,122 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Subtotal Offices | 2 | SubtotalOfficesCnt |
| Subtotal Employees | 10 | SubtotalEmployeesCnt |
| Continuation Total Office | 0 | ContinuationTotalOfficeCnt |
| Continuation Total Employee | 0 | ContinuationTotalEmployeeCnt |
| Total Office | 2 | TotalOfficeCnt |
| Total Employee | 10 | TotalEmployeeCnt |
| Subtotal Spent | $1,748,225 | SubtotalSpentAmt |
| Continuation Spent | $0 | ContinuationSpentAmt |
| Total Spent | $1,748,225 | TotalSpentAmt |
| Transfer To Foreign Corp | 0 | TransferToForeignCorpInd |
| Interest In Foreign Trust | 0 | InterestInForeignTrustInd |
| Foreign Corp Ownership | 0 | ForeignCorpOwnershipInd |
| Passive Foreign Investmest Co | 0 | PassiveForeignInvestmestCoInd |
| Foreign Partnership | 0 | ForeignPartnershipInd |
| Boycott Countries | 0 | BoycottCountriesInd |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Recipient Table RecipientTable (3 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | Recipient EINRecipientEIN | IRC SectionIRCSectionDesc | Cash GrantCashGrantAmt | Non Cash AssistanceNonCashAssistanceAmt | Purpose Of GrantPurposeOfGrantTxt |
|---|---|---|---|---|---|---|---|---|
| TERENCE J O'SULLIVAN LIUNA CHARITABLE FOUNDATION | ||||||||
| 905-16TH STREET NW | WASHINGTON | DC | 20006 | 331082848 | 501(C)(5) | $15,000 | $0 | CHARITABLE SUPPORT |
| JOHNS HOPKINS MEDICINE | ||||||||
| 750 EAST PRATT STREET 7TH FLOOR | BALTIMORE | MD | 21202 | 520595110 | 501(C)(3) | $10,000 | $0 | KIMMEL CANCER CENTER |
| JOHNS HOPKINS UNIVERSITY | ||||||||
| 1101 E 33RD STREET B001 | BALTIMORE | MD | 21218 | 520595110 | 501(C)(3) | $149,972 | $0 | PAIN MANAGEMENT STUDY |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total501c3 Org | 2 | Total501c3OrgCnt |
| Total Other Org | 1 | TotalOtherOrgCnt |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 2: | N/A |
| FORM 990, PART IX, LINE 21 | WE ARE NOT A GRANT MAKING ORGANIZATION. |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| First Class Or Charter Travel | Yes (X) | FirstClassOrCharterTravelInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Survey | Yes (X) | CompensationSurveyInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (7 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| LISA SABITONI | ||||||||||||||
| EXECUTIVE DIRECTOR | $303,283 | $0 | $0 | $0 | $23,317 | $0 | $60,897 | $0 | $17,580 | $0 | $405,077 | $0 | $0 | $0 |
| JOHN MANDARINO | ||||||||||||||
| DIRECTOR, CANADIAN TRI-FUND | $273,959 | $0 | $0 | $0 | $6,436 | $0 | $41,094 | $0 | $15,574 | $0 | $337,063 | $0 | $0 | $0 |
| MAREN KENCH | ||||||||||||||
| DIRECTOR, ACCOUNTING | $229,027 | $0 | $0 | $0 | $7,121 | $0 | $46,045 | $0 | $43,860 | $0 | $326,053 | $0 | $0 | $0 |
| JAMIE BECKER | ||||||||||||||
| DIRECTOR, HEALTH PROMOTION | $226,500 | $0 | $0 | $0 | $7,690 | $0 | $45,540 | $0 | $43,836 | $0 | $323,566 | $0 | $0 | $0 |
| TRAVIS PARSONS | ||||||||||||||
| DIRECTOR, OCCUPATIONAL SAFETY & HEAL | $226,489 | $0 | $0 | $0 | $7,177 | $0 | $45,538 | $0 | $43,836 | $0 | $323,040 | $0 | $0 | $0 |
| PATRICK SORCE | ||||||||||||||
| FIELD COORDINATOR | $221,294 | $0 | $0 | $0 | $6,857 | $0 | $33,194 | $0 | $14,964 | $0 | $276,309 | $0 | $0 | $0 |
| ANTHONY PRIMERANO | ||||||||||||||
| FIELD COORDINATOR | $221,294 | $0 | $0 | $0 | $5,457 | $0 | $33,194 | $0 | $10,080 | $0 | $270,025 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 1A | FormAndLineReferenceDesc |
| Explanation | IN ACCORDANCE WITH THE FUND'S TRAVEL POLICY, LHSFNA TRUSTEES AND EXECUTIVE STAFF ARE AUTHORIZED TO TRAVEL FIRST CLASS. | ExplanationTxt |
Schedule L IRS990ScheduleL
Bus Tr Involve Interested Prsn BusTrInvolveInterestedPrsnGrp (4 entries)
| Relationship DescriptionRelationshipDescriptionTxt | TransactionTransactionAmt | TransactionTransactionDesc | Sharing Of RevenuesSharingOfRevenuesInd |
|---|---|---|---|
| PATRICK HEALY | |||
| FAMILY MEMBER OF TERRENCE HEALY, A MEMBER OF THE BOARD OF TRUSTEES | $34,500 | TAXABLE COMPENSATION PAID DURING THE YEAR OF $30,000, PLUS NONTAXABLE FRINGE BENEFITS OF $4,500. | 0 |
| PATRICK SORCE | |||
| FAMILY MEMBER OF JOSEPH MANCINELLI, A MEMBER OF THE BOARD OF TRUSTEES | $276,334 | TAXABLE COMPENSATION PAID DURING THE YEAR OF $228,151, PLUS NONTAXABLE FRINGE BENEFITS OF $48,183. | 0 |
| ANTHONY PRIMERANO | |||
| FAMILY MEMBER OF JOSEPH MANCINELLI, A MEMBER OF THE BOARD OF TRUSTEES | $270,050 | TAXABLE COMPENSATION PAID DURING THE YEAR OF $226,751, PLUS NONTAXABLE FRINGE BENEFITS OF $43,299. | 0 |
| LISA SABITONI | |||
| FAMILY MEMBER OF MICHAEL F. SABITONI, A MEMBER OF THE BOARD OF TRUSTEES | $405,831 | TAXABLE COMPENSATION PAID DURING THE YEAR OF $326,600, PLUS NONTAXABLE FRINGE BENEFITS OF $79,231. | 0 |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (12 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990 PART I, LINE 1: ORGANIZATION'S MISSION | THE GENERAL PURPOSES AND OBJECTS OF THE FUND SHALL BE AS FOLLOWS: A) TO PROMOTE IMPROVED HEALTH AND SAFETY FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES; B) TO IDENTIFY, RESEARCH, COLLECT AND DISTRIBUTE INFORMATION ABOUT THE HEALTH AND SAFETY RISKS AND STATUS OF EMPLOYEES, RETIREES, AND THEIR FAMILIES, AND ABOUT THE EFFECTIVENESS OF MEASURES TO PROTECT AND IMPROVE THE HEALTH AND SAFETY OF EMPLOYEES AND THEIR FAMILIES; C) TO DEVELOP AND PROMOTE PROGRAMS TO PREVENT OR MINIMIZE DISEASE, INJURY AND PREMATURE DEATH AMONG EMPLOYEES, RETIREES, AND THEIR FAMILIES; D) TO PROMOTE EDUCATION OF EMPLOYEES, RETIREES, AND THEIR FAMILIES ABOUT HEALTH AND SAFETY ISSUES AND PROGRAMS; E) TO DEVELOP AND PROMOTE IMPROVEMENTS IN THE DELIVERY OF HEALTH CARE SERVICES FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY HEALTH CARE PROVIDERS AND HEALTH PLANS; F) TO PROMOTE THE EFFICIENT AND EFFECTIVE USE OF AVAILABLE HEALTH CARE PROGRAMS BY EMPLOYEES, RETIREES, AND THEIR FAMILIES; G) TO PROMOTE THE DEVELOPMENT, ADOPTION AND IMPROVEMENT OF HEALTH AND SAFETY PROGRAMS FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY EMPLOYEE BENEFIT PLANS, LIUNA, LIUNA AFFILIATES, EMPLOYERS, GOVERNMENTS, AND OTHER ORGANIZATIONS; H) TO FACILITATE THE FLOW OF INFORMATION AND COOPERATION AMONG EMPLOYEE BENEFIT PLANS COVERING EMPLOYEES, RETIREES, AND THEIR FAMILIES; I) TO DEVELOP AND DISTRIBUTE INFORMATION, MATERIALS, PROGRAMS, GOODS AND SERVICES CONCERNING HEALTH AND SAFETY ISSUES AFFECTING EMPLOYEES, RETIREES, AND THEIR FAMILIES; J) TO PROMOTE COMMUNICATION AND COOPERATION AMONG LIUNA, ITS AFFILIATES, EMPLOYERS AND GOVERNMENTAL BODIES CONCERNING HEALTH AND SAFETY ISSUES; K) TO DEVELOP AND PROMOTE HEALTH AND SAFETY RECORD-KEEPING AND NOTIFICATION SYSTEMS FOR EMPLOYEES, AND THEIR FAMILIES; L) TO PROMOTE THE FUND AND ITS PROGRAMS TO LIUNA, LIUNA AFFILIATES, EMPLOYEE BENEFIT PLANS, EMPLOYERS, GOVERNMENTS, OTHER ORGANIZATIONS, AND THE GENERAL PUBLIC; M) TO ADVISE GOVERNMENTAL BODIES AND OFFICIALS ABOUT HEALTH AND SAFETY MATTERS THAT AFFECT OR MAY AFFECT EMPLOYEES, RETIREES, AND THEIR FAMILIES; N) TO COOPERATE WITH HEALTH CARE INSTITUTIONS, GOVERNMENTAL BODIES AND OTHER PRIVATE AND PUBLIC ORGANIZATIONS THAT SHARE THE CONCERNS OF THE FUND; O) TO SOLICIT AND OBTAIN FINANCING FOR THE FUND FROM ANY AND ALL LAWFUL SOURCES CONSISTENT WITH THE FUND'S TAX-EXEMPT STATUS AND APPLICABLE LAW, INCLUDING EMPLOYERS, EMPLOYER ASSOCIATIONS, EMPLOYEE BENEFIT PLANS, EMPLOYEES, LIUNA, LIUNA AFFILIATES, LIUNA-SPONSORED ORGANIZATIONS, FOUNDATIONS, GOVERNMENTAL BODIES, AND THE GENERAL PUBLIC; AND P) TO OTHERWISE IMPLEMENT THE PURPOSES AND PROVISIONS OF SECTION 6(B) OF THE U.S. LABOR MANAGEMENT COOPERATION ACT OF 1978 (PUBLIC LAW 95-524) AND OF COMPARABLE PROVISIONS OF CANADIAN FEDERAL AND PROVINCIAL LAW THAT ARE NOT INCONSISTENT WITH THE FUND'S U.S. TAX-EXEMPT STATUS AND OTHER APPLICABLE U.S. LAWS. |
| FORM 990 PART III, LINE 1: ORGANIZATION'S MISSION | THE GENERAL PURPOSES AND OBJECTS OF THE FUND SHALL BE AS FOLLOWS: A) TO PROMOTE IMPROVED HEALTH AND SAFETY FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES; B) TO IDENTIFY, RESEARCH, COLLECT AND DISTRIBUTE INFORMATION ABOUT THE HEALTH AND SAFETY RISKS AND STATUS OF EMPLOYEES, RETIREES, AND THEIR FAMILIES, AND ABOUT THE EFFECTIVENESS OF MEASURES TO PROTECT AND IMPROVE THE HEALTH AND SAFETY OF EMPLOYEES AND THEIR FAMILIES; C) TO DEVELOP AND PROMOTE PROGRAMS TO PREVENT OR MINIMIZE DISEASE, INJURY AND PREMATURE DEATH AMONG EMPLOYEES, RETIREES, AND THEIR FAMILIES; D) TO PROMOTE EDUCATION OF EMPLOYEES, RETIREES, AND THEIR FAMILIES ABOUT HEALTH AND SAFETY ISSUES AND PROGRAMS; E) TO DEVELOP AND PROMOTE IMPROVEMENTS IN THE DELIVERY OF HEALTH CARE SERVICES FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY HEALTH CARE PROVIDERS AND HEALTH PLANS; F) TO PROMOTE THE EFFICIENT AND EFFECTIVE USE OF AVAILABLE HEALTH CARE PROGRAMS BY EMPLOYEES, RETIREES, AND THEIR FAMILIES; G) TO PROMOTE THE DEVELOPMENT, ADOPTION AND IMPROVEMENT OF HEALTH AND SAFETY PROGRAMS FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY EMPLOYEE BENEFIT PLANS, LIUNA, LIUNA AFFILIATES, EMPLOYERS, GOVERNMENTS, AND OTHER ORGANIZATIONS; H) TO FACILITATE THE FLOW OF INFORMATION AND COOPERATION AMONG EMPLOYEE BENEFIT PLANS COVERING EMPLOYEES, RETIREES, AND THEIR FAMILIES; I) TO DEVELOP AND DISTRIBUTE INFORMATION, MATERIALS, PROGRAMS, GOODS AND SERVICES CONCERNING HEALTH AND SAFETY ISSUES AFFECTING EMPLOYEES, RETIREES, AND THEIR FAMILIES; J) TO PROMOTE COMMUNICATION AND COOPERATION AMONG LIUNA, ITS AFFILIATES, EMPLOYERS AND GOVERNMENTAL BODIES CONCERNING HEALTH AND SAFETY ISSUES; K) TO DEVELOP AND PROMOTE HEALTH AND SAFETY RECORD-KEEPING AND NOTIFICATION SYSTEMS FOR EMPLOYEES, AND THEIR FAMILIES; L) TO PROMOTE THE FUND AND ITS PROGRAMS TO LIUNA, LIUNA AFFILIATES, EMPLOYEE BENEFIT PLANS, EMPLOYERS, GOVERNMENTS, OTHER ORGANIZATION, AND THE GENERAL PUBLIC; M) TO ADVISE GOVERNMENTAL BODIES AND OFFICIALS ABOUT HEALTH AND SAFETY MATTERS THAT AFFECT OR MAY AFFECT EMPLOYEES, RETIREES, AND THEIR FAMILIES; N) TO COOPERATE WITH HEALTH CARE INSTITUTIONS, GOVERNMENTAL BODIES AND OTHER PRIVATE AND PUBLIC ORGANIZATIONS THAT SHARE THE CONCERNS OF THE FUND; O) TO SOLICIT AND OBTAINING FINANCING FOR THE FUND FROM ANY AND ALL LAWFUL SOURCES CONSISTENT WITH THE FUND'S TAX-EXEMPT STATUS AND APPLICABLE LAW, INCLUDING EMPLOYERS, EMPLOYER ASSOCIATIONS, EMPLOYEE BENEFIT PLANS, EMPLOYEES, LIUNA, LIUNA AFFILIATES, LIUNA-SPONSORED ORGANIZATIONS, FOUNDATIONS, GOVERNMENTAL BODIES, AND THE GENERAL PUBLIC; AND P) TO OTHERWISE IMPLEMENT THE PURPOSES AND PROVISIONS OF SECTION 6(B) OF THE U.S. LABOR MANAGEMENT COOPERATION ACT OF 1978 (PUBLIC LAW 95-5 |
| FORM 990, PART III, LINE 4: PROGRAM SERVICES | 1. THE SAFETY & HEALTH PROGRAM ENGAGED IN THE FOLLOWING ACTIVITIES: CONDUCTED ON-SITE SAFETY AUDITS AND EVALUATIONS AND IDENTIFIED OTHER POTENTIAL AREAS FOR ASSISTANCE. WROTE WORKSITE AND COMPANY-SPECIFIC SAFETY PROGRAMS, INCLUDING REVIEW AND CONFIRMATION OF TOXICOLOGY DATA. DEVELOPED A VARIETY OF EDUCATIONAL MATERIALS RELATED TO KEY CONSTRUCTION SAFETY ISSUES, INCLUDING FALL PREVENTION, WORK ZONE SAFETY, SILICA, HEAT ILLNESS PREVENTION, NOISE, BODILY INJURY, ASBESTOS AND DEMOLITION, AMONG OTHERS. ESTABLISHED A PROGRAM TO DISTRIBUTE THESE MATERIALS TO LIUNA SIGNATORY CONTRACTORS. DEVELOPED VIDEO CONTENT TO EDUCATE LIUNA SIGNATORY CONTRACTORS AND LIUNA AFFILIATES ON NEW REGULATORY REQUIREMENTS AND EXISTING OCCUPATIONAL SAFETY AND HEALTH HAZARDS. DEVELOPED AND CONDUCTED SAFETY AND HEALTH TRAINING FOR SIGNATORY CONTRACTOR ASSOCIATIONS, SIGNATORY SAFETY OFFICERS, LIUNA TRAINING CENTER INSTRUCTORS, LIUNA REGIONAL ORGANIZERS AND ATTENDEES AT LIUNA'S REGIONAL AND LEADERSHIP CONFERENCES. PROVIDED THE PRECEDING AFFILIATES AS WELL AS LIUNA DISTRICT COUNCILS, LOCAL UNIONS AND FIELD COORDINATORS WITH ASSISTANCE RELATED TO FINDINGS ON SPECIFIC WORKSITE SAFETY AND HEALTH ISSUES. MONITORED AND PROVIDED COMMENTS ON REGULATORY MATTERS BEFORE OSHA, FHWA, EPA, NIOSH AND OTHER AGENCIES. EXPANDED INVOLVEMENT WITH UNION SAFETY AND HEALTH ORGANIZATIONS AND MAINTAINED EXISTING PARTNERSHIPS WITH TRADE ASSOCIATIONS AND REGULATORY AGENCIES TO CONTINUE ADDRESSING WORKPLACE SAFETY AND HEALTH CONCERNS. 2. FIELD COORDINATORS THE FIELD COORDINATORS REPRESENTED THE FUND FROM EIGHT REGIONAL LOCATIONS AROUND THE UNITED STATES. THEY PROMOTED AND PARTICIPATED IN ALL THE PROGRAM ACTIVITIES LISTED ABOVE IN THEIR REGION OF THE COUNTRY. 3. CANADA THE CANADIAN OFFICE PROMOTED AND PARTICIPATED IN THE SAME PROGRAM FUNCTIONS IN CANADA. 4. HEALTH PROMOTION THE HEALTH PROMOTION PROGRAM ENGAGED IN THE FOLLOWING ACTIVITIES: PROMOTED HEALTH CARE COST REDUCTION INITIATIVES SUCH AS LABORERX, A PHARMACY BENEFIT MANAGEMENT PROGRAM, AS WELL AS THE LABORERS' GROUP MEDICAL STOP LOSS PROGRAM, WHICH PROVIDES PROTECTION AGAINST CATASTROPHIC OR UNPREDICTABLE LOSSES. COMMUNICATED WITH LIUNA HEALTH AND WELFARE FUNDS TO ANALYZE BENEFIT INFORMATION AVAILABLE TO MEMBERS ACROSS ALL FUNDS AND PROVIDE SUPPORT TO INDIVIDUAL FUNDS. COORDINATED ROUTINE HEALTH SCREENINGS AND PROVIDED RELATED EDUCATIONAL MATERIALS FOR LABORERS AND THEIR FAMILY MEMBERS AT HEALTH FAIRS AND OTHER EVENTS SPONSORED BY LIUNA AFFILIATES AND SIGNATORY CONTRACTORS. EXPANDED DISTRIBUTION AND SCOPE OF WIDE-REACHING SKIN CANCER PREVENTION CAMPAIGN TO INCLUDE PREVENTION OF HEAT STRESS AND INFECTIOUS DISEASE CARRIED BY BITING INSECTS DEVELOPED INFORMATIONAL MATERIALS ON OPIOIDS AND MARIJUANA USE AS WELL AS MATERIALS RELATED TO SMOKING CESSATION, WORKPLACE VIOLENCE, PAIN MANAGEMENT, NUTRITION AND OTHER HEALTH AND LIFESTYLE ISSUES THAT AFFECT LABORERS AND THEIR FAMILIES. PROVIDED DRUG-FREE WORKPLACE PROGRAM SUPPORT AND TRAINING TO SIGNATORY EMPLOYERS. COORDINATED CRITICAL INCIDENT STRESS DEBRIEFINGS (CISDS) ON BEHALF OF SIGNATORY EMPLOYERS AND LIUNA MEMBERS TO HELP MITIGATE THE LONG TERM HEALTH EFFECTS OF POSSIBLE PSYCHOLOGICAL TRAUMA CAUSED BY WORKSITE CATASTROPHES. COLLABORATED WITH UNION SAFETY AND HEALTH ORGANIZATIONS AND LIUNA AFFILIATES TO ADDRESS OPIOID ABUSE AND OVERDOSE AMONG CONSTRUCTION WORKERS AND REDUCE ITS IMPACT ON WORKERS AND THEIR FAMILIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL F. SABITONI (TRUSTEE) AND LISA SABITONI (EXECUTIVE DIRECTOR) ARE SIBLINGS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11B | THE 990 IS PREPARED BY THE FUND'S AUDITING FIRM. IT FIRST GOES TO THE DIRECTOR OF ACCOUNTING, AND THEN THE EXECUTIVE DIRECTOR. IT IS THEN GIVEN TO THE CO-CHAIRMAN OF THE BOARD OF TRUSTEES FOR SIGNATURE ON BEHALF OF THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | PURSUANT TO OUR POLICY, DIRECTORS/OFFICERS/EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AND SEEK APPROVAL BEFORE PROCEEDING. THE FUND'S MANAGING STAFF MEET REGULARLY WITH THEIR EMPLOYEES ON THESE AND OTHER MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FUND'S EXECUTIVE DIRECTOR WITH THE FINANCE DEPARTMENT REVIEW COMPENSATION OF SIMILAR ORGANIZATIONS AND THEN COME UP WITH RECOMMENDATIONS FOR SALARY INCREASES, IF ANY. THOSE RECOMMENDATIONS ARE PRESENTED TO A FINANCE COMMITTEE WHO REVIEWS THEM. IF THE FINANCE COMMITTEE AGREES WITH THE RECOMMENDATION, IT PRESENTS THE PROPOSAL TO THE FULL BOARD OF TRUSTEES. THE FULL BOARD THEN VOTES UPON THE RECOMMENDATION. MOST OF THE TIME, THE ONLY INCREASES ARE COST OF LIVING ADJUSTMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CURRENCY TRANSLATION ADJUSTMENT -13,396. |
| FORM 990 PART XII, LINE 1 | THE ORGANIZATION USES A MODIFIED CASH BASIS METHOD OF ACCOUNTING. |
| FORM 990 PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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