SOUTHERN PAINTERS WELFARE FUND: Form 990, tax year 2022
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN PAINTERS WELFARE FUND (EIN 58-1910292)
- Tax period
- 2022-01-01 to 2022-12-31
- Filed
- 2023-10-14
- IRS object ID
- 202322879349300307
- Schema version
- 2022v5.0
- 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 | 2023-10-14T10:29:55-05:00 | ReturnTs |
| Tax Period End | 2022-12-31 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 611436956 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NOVAK FRANCELLA LLC | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 40 MONUMENT RD 5TH FLR | AddressLine1Txt |
| City | BALA CYNWYD | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 19004 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2022-01-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 581910292 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | SOUTHERN PAINTERS WELFARE FUND | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | SOUT | BusinessNameControlTxt |
| Phone | 4124321125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 HOT METAL STREET 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | BRUCE WOHL | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4124321125 | PhoneNum |
| Signature | 2023-10-14 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Signing Officer SigningOfficerGrp
Person Full Name PersonFullName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person First | BRUCE | PersonFirstNm |
| Person Last | WOHL | PersonLastNm |
| Field | Value | IRS element (for citing) |
|---|---|---|
| SSN | 999009999 | SSN |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IRS Responsible Prty Info Curr | 0 | IRSResponsiblePrtyInfoCurrInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | LOUIS VERZELLA CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2023-10-14 | PreparationDt |
Additional Filer Information AdditionalFilerInformation
Trusted Customer TrustedCustomerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trusted Customer | 2 | TrustedCustomerCd |
| Authentication Assurance Level | AAL1 | AuthenticationAssuranceLevelCd |
| Identity Assurance Level | IAL1 | IdentityAssuranceLevelCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2022 | TaxYr |
| Build TS | 2023-04-26 12:10:37Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | BRUCE WOHL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 HOT METAL STREET 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $48,713,473 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c | Yes (X) | Organization501cInd |
| Website Address | N/A | WebsiteAddressTxt |
| Type Of Organization Trust | Yes (X) | TypeOfOrganizationTrustInd |
| Formation | 1990 | FormationYr |
| Legal Domicile State | GA | LegalDomicileStateCd |
| Activity Or Mission | THIS IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN WHICH HAS BEEN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 9 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 6 | VotingMembersIndependentCnt |
| Total Employee | 0 | TotalEmployeeCnt |
| Total Volunteers | 0 | TotalVolunteersCnt |
| Total Gross UBI | $0 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $0 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $0 | PYContributionsGrantsAmt |
| CY Contributions Grants | $0 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $23,456,314 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $24,251,350 | CYProgramServiceRevenueAmt |
| PY Investment Income | $126,726 | PYInvestmentIncomeAmt |
| CY Investment Income | $242,164 | CYInvestmentIncomeAmt |
| PY Other Revenue | $19,476 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $23,602,516 | PYTotalRevenueAmt |
| CY Total Revenue | $24,493,514 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $18,284,678 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $14,952,573 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $0 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $0 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $0 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $1,647,148 | PYOtherExpensesAmt |
| CY Other Expenses | $1,788,051 | CYOtherExpensesAmt |
| PY Total Expenses | $19,931,826 | PYTotalExpensesAmt |
| CY Total Expenses | $16,740,624 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,670,690 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $7,752,890 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $17,172,930 | TotalAssetsBOYAmt |
| Total Assets EOY | $25,940,303 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $2,516,625 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $3,874,734 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $14,656,305 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $22,065,569 | NetAssetsOrFundBalancesEOYAmt |
| Mission | THIS IS A MULTIEMPLOYER HEALTH AND WELFARE PLAN WHICH HAS BEEN ESTABLISHED TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Desc | THE PLAN PROVIDES DEATH, LIFE, AND HEALTH BENEFITS (MEDICAL, SURGICAL, MAJOR MEDICAL, SHORT-TERM DISABILITY, DENTAL, PRESCRIPTION, AND VISION) FOR ELIGIBLE PARTICIPANTS | Desc |
| Described In Section501c3 | 0 | DescribedInSection501c3Ind |
| Schedule B Required | 0 | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Donor Rstr Or Quasi Endowments | 0 | DonorRstrOrQuasiEndowmentsInd |
| Report Land Building Equipment | 0 | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | 0 | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | 0 | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | 0 | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | 0 | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | 0 | TaxExemptBondsInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With35 Ctrl Ent | 0 | BusinessRlnWith35CtrlEntInd |
| Deductible Non Cash Contri | 0 | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| Info In Schedule O Part V | Yes (X) | InfoInScheduleOPartVInd |
| IRP Document | 2 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 0 | EmployeeCnt |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
| Subject To Excs Tax Net Invst Inc | 0 | SubjectToExcsTaxNetInvstIncInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 9 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 6 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | 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 | 0 | CompensationProcessCEOInd |
| Compensation Process Other | 0 | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | CDS ADMINISTRATORS | BusinessNameLine1Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4124321125 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 5 HOT METAL STREET NO 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
Form990 Part VII Section A Form990PartVIISectionAGrp (12 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| HERBERT SANTOS JR | |||||
| UNION TRUSTEE/CHAIRMAN (P) | 2.00 | Yes (X) | $0 | $63,440 | $48,065 |
| CHARLES HILL | |||||
| UNION TRUSTEE (P) | 2.00 | Yes (X) | $0 | $19,473 | $5,631 |
| DARRYL TRAYLOR | |||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| ERIC PORTER | |||||
| UNION TRUSTEE (P) | 2.00 | Yes (X) | $0 | $68,759 | $50,682 |
| WALTER ILCZYSZYN | |||||
| UNION TRUSTEE/CHAIRMAN | 2.00 | Yes (X) | $0 | $139,933 | $0 |
| NIKITAS MANIAS | |||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| LAWRENCE PEACOCK | |||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $126,721 | $58,556 |
| BRUCE WOHL | |||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| TONY GREEN | |||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| KYLE HOUGH | |||||
| EMPLOYER TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| PAUL CANNING | |||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| GREGG SMITH | |||||
| UNION TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $0 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $418,326 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $162,934 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (4 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| HIGHMARK | |||||
| 120 FIFTH AVE SUITE P2307 | PITTSBURGH | PA | 15222 | CLAIMS ADMINISTRATOR | $799,556 |
| CENTRAL DATA SERVICES | |||||
| 5 HOT METAL STREET SUITE 200 | PITTSBURGH | PA | 15203 | THIRD PARTY ADMINISTRATOR | $348,000 |
| EXPRESS SCRIPT | |||||
| 100 PARSONS POND DRIVE | FRANKLIN LAKES | NJ | 07417 | CLAIMS ADMINISTRATOR | $176,004 |
| ROBEIN URANN SPENCER PICARD & CANGEMI | |||||
| 2540 SEVERN AVE SUITE 400 | METAIRIE | LA | 70009 | LEGAL SERVICE | $162,020 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 4 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $23,687,389 | $23,687,389 |
| RETIREE CONTRIBUTIONS | 525100 | $563,961 | $563,961 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $24,251,350 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $293,490 | TotalRevenueColumnAmt |
| Exclusion | $293,490 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,168,633 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $24,219,959 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | -$51,326 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$51,326 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | -$51,326 | RelatedOrExemptFuncIncomeAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $24,493,514 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $24,200,024 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $293,490 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $14,952,573 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $348,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $162,020 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $71,196 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,638 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,068,344 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $72,205 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $26,846 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $8,780 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY ACA | Desc |
| Total | $8,022 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $16,740,624 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,798,066 | BOYAmt |
| EOY | $10,988,978 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,560,998 | BOYAmt |
| EOY | $972,357 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,550,077 | BOYAmt |
| EOY | $3,958,682 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,932 | BOYAmt |
| EOY | $1,195 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,259,857 | BOYAmt |
| EOY | $10,019,091 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,172,930 | BOYAmt |
| EOY | $25,940,303 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $167,769 | BOYAmt |
| EOY | $199,309 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,279,134 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,348,856 | BOYAmt |
| EOY | $2,396,291 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,516,625 | BOYAmt |
| EOY | $3,874,734 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
Cap Stk Tr Prin Current Funds CapStkTrPrinCurrentFundsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Pd In Cap Srpls Land Bldg Eqp Fund PdInCapSrplsLandBldgEqpFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $0 | EOYAmt |
Rtn Earn Endowment Incm Oth Fnds RtnEarnEndowmentIncmOthFndsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,656,305 | BOYAmt |
| EOY | $22,065,569 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $14,656,305 | BOYAmt |
| EOY | $22,065,569 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,172,930 | BOYAmt |
| EOY | $25,940,303 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $7,752,890 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | -$343,626 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Info In Schedule O Part XII | Yes (X) | InfoInScheduleOPartXIIInd |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule D IRS990ScheduleD
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $0 | TotalBookValueLandBuildingsAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| THE AFFORDABLE CARE ACT FEE LIABILITY | $8,022 |
| DUE TO RELATED PARTIES | $2,388,269 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,396,291 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $24,127,250 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | -$343,626 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | -$343,626 | RevenueNotReportedAmt |
| Revenue Subtotal | $24,470,876 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $22,638 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $22,638 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $24,493,514 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $16,717,986 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $16,717,986 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $22,638 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $22,638 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $16,740,624 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART X, LINE 2: | FormAndLineReferenceDesc |
| Explanation | ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE PLAN MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE PLAN AND RECOGNIZE A TAX LIABILITY IF THE PLAN HAS TAKEN AN UNCERTAIN POSITION THAT, MORE LIKELY THAN NOT, WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE U.S. FEDERAL, STATE, OR LOCAL TAXING AUTHORITIES. THE PLAN IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. TYPICALLY, PLAN TAX YEARS WILL REMAIN OPEN FOR THREE YEARS; HOWEVER, THIS MAY DIFFER DEPENDING UPON THE CIRCUMSTANCES OF THE PLAN. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Severance Payment | 0 | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | LAWRENCE PEACOCK | PersonNm |
| Title | UNION TRUSTEE | TitleTxt |
| Base Compensation Filing Org | $0 | BaseCompensationFilingOrgAmt |
| Compensation Based On Rltd Orgs | $126,721 | CompensationBasedOnRltdOrgsAmt |
| Bonus Filing Organization | $0 | BonusFilingOrganizationAmount |
| Bonus Related Organizations | $0 | BonusRelatedOrganizationsAmt |
| Other Compensation Filing Org | $0 | OtherCompensationFilingOrgAmt |
| Other Compensation Rltd Orgs | $0 | OtherCompensationRltdOrgsAmt |
| Deferred Compensation Flng Org | $0 | DeferredCompensationFlngOrgAmt |
| Deferred Comp Rltd Orgs | $38,744 | DeferredCompRltdOrgsAmt |
| Nontaxable Benefits Filing Org | $0 | NontaxableBenefitsFilingOrgAmt |
| Nontaxable Benefits Rltd Orgs | $19,812 | NontaxableBenefitsRltdOrgsAmt |
| Total Compensation Filing Org | $0 | TotalCompensationFilingOrgAmt |
| Total Compensation Rltd Orgs | $185,277 | TotalCompensationRltdOrgsAmt |
| Comp Report Prior990 Filing Org | $0 | CompReportPrior990FilingOrgAmt |
| Comp Report Prior990 Rltd Orgs | $0 | CompReportPrior990RltdOrgsAmt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART V, LINE 2A AND 2B: | SOME WELFARE BENEFITS PAID BY SOUTHERN PAINTERS WELFARE FUND ARE TAXABLE TO PARTICIPANTS AND MUST BE REPORTED ON FORM W-2. FORMS WERE ISSUED FOR THE 2021 PLAN YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11B | SOUTHERN PAINTERS' WELFARE FUND'S FORM 990 IS PREPARED BY ITS INDEPENDENT PUBLIC ACCOUNTANT WHO THEN FORWARDS THE COMPLETED RETURN TO THE FUND'S GOVERNING BODY FOR REVIEW AND SIGNATURE. |
| FORM 990, PART VI, SECTION B, LINE 12C | THE ORGANIZATION MONITORS IT'S CONFLICT OF INTEREST POLICY ANNUALLY. |
| FORM 990, PART VI, SECTION C, LINE 19 | GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST. |
| FORM 990, PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp (20 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | EINEIN | Primary ActivitiesPrimaryActivitiesTxt | Legal Domicile StateLegalDomicileStateCd | Exempt Code SectionExemptCodeSectionTxt | Controlled OrganizationControlledOrganizationInd |
|---|---|---|---|---|---|---|---|---|
| IUPAT DISTRICT COUNCIL 80 | ||||||||
| 2400 CRESTVIEW AVE | KENNER | LA | 70062 | 721438188 | LABOR ORGANIZATION | LA | 501(C)(5) | 0 |
| IUPAT DISTRICT COUNCIL 77 | ||||||||
| 5403 DIVIDEND DRIVE | DECATUR | GA | 30035 | 200795445 | LABOR ORGANIZATION | GA | 501(C)(5) | 0 |
| IUPAT DISTRICT COUNCIL 88 | ||||||||
| 5425 SPINDLE DRIVE | HOUSTON | TX | 77028 | 412176908 | LABOR ORGANIZATION | TX | 501(C)(5) | 0 |
| IUPAT DISTRICT COUNCIL 78 | ||||||||
| 2153 WEST OAKRIDGE ROAD | ORLANDO | FL | 32809 | 593384405 | LABOR ORGANIZATION | FL | 501(C)(5) | 0 |
| DIST CON 80 JATC L424 | ||||||||
| AR | ||||||||
| DISTRICT CO 77 L226 | ||||||||
| TN | ||||||||
| DISTRICT CO 77 L1169 | ||||||||
| GA | ||||||||
| DISTRICT CO 77 L1756 | ||||||||
| SC | ||||||||
| DISTRICT CO 77 L193 | ||||||||
| GA | ||||||||
| DISTRICT CO 77 L1940 | ||||||||
| GA | ||||||||
| DISTRICT COUNCIL 80 L779 | ||||||||
| AL | ||||||||
| FINISHING TRADES 130 | ||||||||
| TX | ||||||||
| FINISHING TRADES 1756DC77 | ||||||||
| GA | ||||||||
| FINISHING TRADES 193 | ||||||||
| GA | ||||||||
| FINISHING TRADES L424 | ||||||||
| AR | ||||||||
| IUPAT 88 L130 | ||||||||
| TX | ||||||||
| JAC PAINTERS APP TR FD | ||||||||
| LA | ||||||||
| L823 NEW MEXICO DIST COUN | ||||||||
| NM | ||||||||
| LOCAL UNION 1244 | ||||||||
| LA | ||||||||
| FINISHING TRADES 1778 | ||||||||
| TX | ||||||||
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (197 entries)
| A S STEEL MACHINERY |
| ACTION ELEC |
| ADVANCED IND SVCS |
| ALL METRO GLASS |
| ALLIANCE EXHIBIT |
| ALLIANCE GLZG TECH |
| ALLIED CONV SVCS |
| ALLSTATE GLASS |
| AMSTAR OF W NY |
| ANNING JOHNSON CO |
| APACHE IND |
| ARANI CONSULT DTX |
| ARCHITECT ALUM TECH |
| ARCHITECT GLS SVCS |
| ARCHITECT GLZNG SPEC |
| ARROWALL (G33H) |
| ASHTON & CO |
| ATLANTA CONTRACT GL |
| AVALOTIS |
| AVALOTIS CORP |
| AVALOTIS PAINT |
| BELL GLASS |
| BHI ENERGY |
| BILL THOMPSON |
| BINSWNGER GLASS CO |
| BLASTECH ENT |
| BRAND ENERGY |
| C&SGLASS |
| C3 IND BLASTING |
| CANNONSLINE |
| CB&IPROJECTSVCS |
| CENTRALCONVEYORCO |
| CERTIFIEDCOATINGS |
| CHAMPION PNTG |
| CIVIL COATINGS & CONSTR |
| CL COATINGS INC |
| COASTAL INTL |
| CORROSION RESISTANCE |
| COSMOSCOMPCONTR |
| CRASTOGLASS |
| CREATIVEDISPLAYS |
| CREATIVEMGMT |
| CROWNCORRINC |
| CSI WORLDWIDE |
| CZARNOWSKI DISPLAY |
| D & D GLASS |
| D E MCNABB CO |
| D2 IND SRV |
| DAY & ZIMMERMAN |
| DE GEORGE GLASS |
| DEJEAN CONTR |
| DESCO SYSTEMS INC |
| DGI |
| DISNEY WORLDWIDE |
| DPS EVANS INC |
| EAGLE MGMT |
| EGM |
| ENCLOS CORP |
| EUGENIO PTG |
| EURO PAINT |
| EVCO NATIONAL |
| EWI WORLWIDE |
| EXPO CONV |
| EXCELETECH COATINGS |
| EXHIBIT DESIGN GROUP |
| FD THOMAS INC |
| FES RENTALS |
| FLUOR MAINT |
| FORK ENTERPRISES |
| FREEMAN EXPOSITIONS |
| G C ZARNAS |
| GENERAL ACOUSTICS INC |
| GENERAL GLASS WORKS |
| GLASSMAN OF LA |
| GLAZING SPECIALISTS |
| GLOBAL EXP SPEC |
| GOMEZ FLOOR COVERING |
| GOVERNMENT CONTR |
| GUBMK |
| HARMON INC |
| HAROLD GORDON & SONS |
| HART BOYD CO |
| HARTMAN WALSH |
| HC BECK LTD |
| HOU-TEX NEWNOM INC |
| IMMS IND COAT |
| INDUSTRIAL PTG |
| INDUSTRIAL TECH CTNGS |
| INTRAAMERICA |
| INTERIOR INST |
| JE TITUS CO |
| JAZZ CASINO |
| JIMMY MILLER & SON |
| JRT INC |
| JT THORPE & SON |
| KA-TEX CONSTRUCTORS |
| L&Z LLC |
| LANIER JONES CONTR |
| LASER EXHIBITOR SVC |
| LIBERTY MAIN |
| LIPS DOOR GLASS |
| LOTSPEICH CO |
| LPI INC |
| MARLEY IND SVC |
| MARTIN JC & BARRY |
| MCABEE CONSTR |
| MCCORMICK IND ABATE |
| MCCORMICK PAINTING |
| MEMO PAINTING CO |
| MERCEDES BENZ DOME |
| MET CON INC |
| MIDWEST PRO PAINTING |
| MONDELEZ INT |
| MPS GROUP |
| NABORS GLASS |
| NATIONAL CONVENTION |
| NATL GLASS & METAL |
| NEXXT SHOW LLC |
| NILES CONSTRUCTION |
| NILES IND COATINGS |
| NORTH STAR PAINTING |
| NTH DEGREE |
| OASIS INTERIORS INC |
| ODLE INC |
| ON LOCATION |
| PAE APPLIED TECH |
| PAINT PRO DEPOT |
| PALACIOS MARINE |
| PALM BEACH GLASS |
| PARSONS SAVANNAH CON |
| PASS PAINTING |
| PERFORMANCE CONT |
| PERMASTEELISA |
| PHYSICAL SECURITY |
| PIONEER CLADDING |
| PMI |
| POPS PAINTING |
| PRECISION CONSTR |
| PRECISION SURVEL |
| PREFERRED FLOORING |
| PRO COAT INC L |
| PRO PAINTING |
| PRO WALL COVERING |
| PURCELL PAINTING |
| RDR GLASS |
| REGAL SHOW SVCS |
| RENAISSANCE MGMT |
| REOD LLC |
| RETAIL STORE FR |
| ROSS HARTRICK |
| ROVER CONTRACTING |
| RICHMOND CO CONST |
| RP COATINGS |
| SAFESPAN PLATFORM |
| SASSER COMM GLASS |
| SAVANNAH RIVER |
| SDB ENGINEERS & CON |
| SEELE INC |
| SERVICE GLASS CO |
| SHEPARD EXPO |
| SHO LINK |
| SHUGART GLASS OF TX |
| SKYLIGHT TECH |
| SKYLINE PNTG |
| SOUTHERN GLASS PROD |
| SPRING GLASS |
| ST LOUIS |
| STAK DESIGNINC |
| STRONG TWR BLDG ENV |
| SUPER SKY CONSTR |
| STAK DESIGN INC |
| SUPER SKY CONSTR |
| T&T CUSTOM DESIGNS |
| TAB GLASS & WINDOW |
| THOMAS IND COAT |
| THOMPSON CONST |
| TITAN IND SVCS |
| TOUBY PAINTING |
| TRI STATE PNTNG |
| TURNER INDUS MAINT |
| TUXEDO GLS & MIRR |
| UCL INC |
| UNION PAYROLL |
| UNION TANK & ERECT |
| UNION TEMP SVCS |
| UNIVERSAL |
| UTP PRODUCTIONS |
| VIMAS PAINTING CO |
| VISTA CONV SVCS |
| VULCAN ENVIRONMENTAL |
| VULCAN INDUSTRIAL L |
| VULCAN PAINTERS L |
| WAY TECH INC |
| WELCH FLOORS INC |
| WILLIAMS PLANT SERVICES |
| WILLIAMS SPECIALTY |
| WOODS CONSTRUCTION CO |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | 0 | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | 0 | SharingOfFacilitiesInd |
| Paid Employees Sharing | 0 | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |
Comments