SOUTHERN PAINTERS WELFARE FUND: Form 990, tax year 2016
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN PAINTERS WELFARE FUND (EIN 58-1910292)
- Tax period
- 2016-01-01 to 2016-12-31
- Filed
- 2017-08-28
- IRS object ID
- 201742409349300224
- Schema version
- 2016v3.0
- 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 | 2017-08-28T10:05:23-05:00 | ReturnTs |
| Tax Period End | 2016-12-31 | 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 | ONE PRESIDENTIAL BLVD SUITE 330 | 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 | 2016-01-01 | 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 No 200 | AddressLine1Txt |
| City | PITTSBURGH | CityNm |
| State Abbreviation | PA | StateAbbreviationCd |
| ZIP | 15203 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | HERBERT SANTOS JR | PersonNm |
| Person Title | trustee | PersonTitleTxt |
| Phone | 4124321125 | PhoneNum |
| Signature | 2017-08-28 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | Louis Verzella CPA | PreparerPersonNm |
| PTIN | P00360279 | PTIN |
| Phone | 6106689400 | PhoneNum |
| Preparation | 2017-08-10 | PreparationDt |
Filing Security Information FilingSecurityInformation
IP Address IPAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| I Pv4 Address | 162.211.205.39 | IPv4AddressTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| IP | 2017-08-28 | IPDt |
| IP Tm | 10:04:32 | IPTm |
| IP Timezone | ED | IPTimezoneCd |
| Filing License Type | P | FilingLicenseTypeCd |
| At Submission Creation Device Id | DA39A3EE5E6B4B0D3255BFEF95601890AFD80709 | AtSubmissionCreationDeviceId |
| At Submission Filing Device Id | 19998950A844A1ED5F18EB360E4E9E4F9906FFA9 | AtSubmissionFilingDeviceId |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2016 | TaxYr |
| Build TS | 2021-01-29 14:40:06Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | herbert santos jr | PrincipalOfficerNm |
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 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $14,520,894 | 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 | 6 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 3 | 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 | $12,384,879 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $12,547,199 | CYProgramServiceRevenueAmt |
| PY Investment Income | $225,727 | PYInvestmentIncomeAmt |
| CY Investment Income | $237,658 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $3,126 | CYOtherRevenueAmt |
| PY Total Revenue | $12,610,606 | PYTotalRevenueAmt |
| CY Total Revenue | $12,787,983 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $10,553,092 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $10,701,346 | 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 | $1,374,488 | PYOtherExpensesAmt |
| CY Other Expenses | $1,424,766 | CYOtherExpensesAmt |
| PY Total Expenses | $11,927,580 | PYTotalExpensesAmt |
| CY Total Expenses | $12,126,112 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $683,026 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $661,871 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $11,705,209 | TotalAssetsBOYAmt |
| Total Assets EOY | $12,703,128 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $1,744,400 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $1,915,237 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,960,809 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $10,787,891 | 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 |
| Temp Or Permanent Endowments | 0 | TempOrPermanentEndowmentsInd |
| 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 | Yes (1) | 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 | 0 | 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 With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| 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 | 102 | 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 |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 6 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 3 | 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 (6 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt |
|---|---|---|---|---|---|
| HERBERT SANTOS jr | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $96,120 | $0 |
| DAVID WENNINGER | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $105,796 | $0 |
| CHUCK HILL | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $100,487 | $0 |
| GAROLD MAY | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| DARRYL TRAYLOR | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $0 | $0 |
| WALDO EMERSON | |||||
| 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 | $302,403 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $0 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 0 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | 0 | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | 0 | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (3 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 PROCESSOR | $596,847 |
| Central Data Services Inc | |||||
| 5 Hot Metal St Ste 200 | Pittsburgh | PA | 15203 | BENEFIT ADMINISTRATION | $216,000 |
| BUCK CONSULTANTS LLC | |||||
| ONE PENN PLZ 30TH FLOOR | NEW YORK | NY | 10119 | ACTUARY/CONSULTANT | $110,353 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 3 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (2 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $12,441,357 | $12,441,357 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $105,842 | $105,842 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $12,547,199 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $151,699 | TotalRevenueColumnAmt |
| Exclusion | $151,699 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,818,870 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $1,732,911 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $85,959 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $85,959 | TotalRevenueColumnAmt |
| Exclusion | $85,959 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | OTHER INCOME | Desc |
| Business | 900099 | BusinessCd |
| Total Revenue Column | $3,126 | TotalRevenueColumnAmt |
| Exclusion | $3,126 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $3,126 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,787,983 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $12,547,199 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $240,784 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $10,701,346 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $216,000 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $91,816 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $77,420 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $19,602 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $867,694 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $45,591 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $27,445 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $995 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,283 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY ACA | Desc |
| Total | $75,920 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,126,112 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,823,107 | BOYAmt |
| EOY | $3,824,858 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,245,640 | BOYAmt |
| EOY | $1,696,169 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,116,087 | BOYAmt |
| EOY | $1,277,118 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,221 | BOYAmt |
| EOY | $3,511 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $4,519,154 | BOYAmt |
| EOY | $5,901,472 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,705,209 | BOYAmt |
| EOY | $12,703,128 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $60,012 | BOYAmt |
| EOY | $218,866 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,684,388 | BOYAmt |
| EOY | $1,696,371 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,744,400 | BOYAmt |
| EOY | $1,915,237 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Org Does Not Follow SFAS117 | Yes (X) | OrgDoesNotFollowSFAS117Ind |
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 | $9,960,809 | BOYAmt |
| EOY | $10,787,891 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,960,809 | BOYAmt |
| EOY | $10,787,891 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $11,705,209 | BOYAmt |
| EOY | $12,703,128 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $661,871 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $165,211 | 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 (3 entries)
| DescDesc | AmtAmt |
|---|---|
| THE AFFORDABLE CARE ACT FEE LIABILITY | $75,920 |
| Due to related party | $1,552,008 |
| DUE TO BROKER - INVESTMENTS PURCHASED | $68,443 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $1,696,371 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,933,592 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $165,211 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $165,211 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,768,381 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $19,602 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $19,602 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,787,983 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,106,510 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,106,510 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $19,602 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $19,602 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,126,112 | 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 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. 357 FORMS WERE ISSUED FOR THE 2016 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 (18 entries)
| Legal Domicile StateLegalDomicileStateCd |
|---|
| 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 |
| IUPAT DISTRICT COUNCIL 80 |
| LA |
| IUPAT DISTRICT COUNCIL 77 |
| GA |
| IUPAT DISTRICT COUNCIL 88 |
| TX |
Id Related Org Txbl Corp Tr IdRelatedOrgTxblCorpTrGrp (229 entries)
| ACTION ELEC L193 |
| ACTION USA L437 |
| AERIE AERO L1293 |
| AETNA COATINGS INC L130 |
| ALABAMA PAINTING 1293 |
| ALLIANCE GLZG TECH L1778 |
| ANNING JOHNSON CO L193 |
| APOLLON PAINTING L1169 |
| ARANI CONSULT DTX 1778 |
| ARCHITECT GLZNG SPECL1244 |
| ARROWALL (G33H) L1778 |
| ASHTON & CO L779 |
| ATL & NO GA BLDG TRADE193 |
| ATLANTA CONTRACT GL L1940 |
| AUGUSTA SPECIALTY CT1756 |
| AVALOTIS 226 |
| AVALOTIS CORP L1244 |
| AVALOTIS CORPORATION L424 |
| AVALOTIS PAINTING L1756 |
| BABCOCK & WILCOX L424 |
| BELL GLASS L1778 |
| BERG DRYWALL LLC L1756 |
| BHI ENERGY L1293 |
| BILL THOMPSON L807 |
| BINSWNGER GLASS CO L1778 |
| BORAL BRICKS INC |
| BOSWORTH STEEL L807 |
| BRAND ENERGY L424 |
| BRAND ENERGY SVCS L779 |
| BRIDGES R US L130 |
| C3 IND BLASTING L 437 |
| CANNON SLINE 1169 |
| CARBOLINE |
| CB&I PROJECT SVCS L1756 |
| CBI CONST SVCS L1192 |
| CENTRAL PAINTING INC L130 |
| CHAMPION PNTG SPEC L1169 |
| CL COATINGS INC L1169 |
| CL COATINGS L53 |
| CLIFTON ARCHT GLASS L1940 |
| COATINGS UNLIMITED L1293 |
| CONRAD SCHMITT L49 |
| CONSOLIDATED NUCLEAR 437 |
| CONTRACT MGMT # 1756 |
| CORCON INC L1244 |
| COSMOS IND L1169 |
| CRASTOGLASS 1244 |
| CROWN CORR INC L1940 |
| CWD PAINTING L 1244 |
| D & D GLASS L1940 |
| D2 INDUSTRIAL SERVICE 437 |
| DAN MAR INC L807 |
| DAY & ZIMMERMAN 57 |
| DE GEORGE GLASSGO1244 |
| DEJEAN CONTR L130 |
| DESCO SYSTEMS INC L424 |
| DFW GLAZING INC 1778 |
| DISABILITY CREDIT HOURS |
| DM GLASS L1778 |
| DON MICKEY DESIGNS |
| DPS EVANS INC L1756 |
| EAGLE IND PTG L1756 |
| EAST COAST METAL SYS L437 |
| EAST TENN MECH CON L437 |
| EGM L1940 |
| ENCLOS CORP L1778 |
| ENVIRO TECH SERV1169 |
| ERA VALDIVA CONTR L1244 |
| ESG CONSTRUCTION L437 |
| EVCO NATIONAL 424 |
| FD THOMAS INC L130 |
| FINISHING TRADES 1756DC77 |
| FINISHING TRADES 1778 |
| FLUOR MAINT 1756 |
| FORMAN ARCH GLASS L1940 |
| FUEL TANK MAINT L1244 |
| FUTURE COATING L1169 |
| G C ZARNAS 1756 |
| G HYATT CONSTR L1778 |
| G UB MK L49 |
| GEM TECHNOLOGIES L437 |
| GENERAL ACOUSTICS INCL807 |
| GENERAL GLASS (NBU)L1244 |
| GENERAL GLASS WORKS L1244 |
| GHEENS PNTG L53 |
| GLASSMAN OF LA L1244 |
| GOMEZ FLOOR COVERING 1778 |
| GRANADA HOMES L 653 |
| GREEN GLASS L1940 |
| GREGORY GLAZING L1940 |
| GUBMK 1293 |
| GUBMK CONSTR L779 |
| H & H BROWN 226 |
| H20 PRUF L136 |
| HARMON INC L1778 |
| HARMON L1940 |
| HARTMAN WALSH L1244 |
| HC BECK LTD L53 |
| HERCULES PAINTING L1244 |
| HOU-TEX NEWNOM INC 1778 |
| HYP INC L1244 |
| ILLINOIS ST PAINTERS |
| IMMS IND COAT L779 |
| IMMS INDUSTRIAL L193 |
| INDUSTRIAL TECH CTNGS1169 |
| INTERIOR INST L1244 |
| J & K INC L1244 |
| J I HASS L1756 |
| J T THORPE COMPANY L130 |
| J&A IND PTG L424 |
| JE TITUS CO L130 |
| JACOBS TECHNOLOGY L1244 |
| JAZZ CASINO 1244 |
| JOHNSON CONTRACTORS L1293 |
| JRT INC L807 |
| KALKREUTH ROOFING L136 |
| KA-TEX CONSTRUCTORS 1778 |
| KREIHS BUCK CO L1244 |
| L H LAND PAINT CO L53 |
| LPI INC L1244 |
| LANIER-JONES CONTR L193 |
| LAYNE GLASS CO L1778 |
| LIBERTY MAIN L1244 |
| LIPS DOOR GLASS L1244 |
| MADISON HEIGHTS GLS L1244 |
| MARLEY IND SVC L193 |
| MARTIN JC & BARRY L53 |
| MASTERPIECE PAINTING L807 |
| MAXCOR INC |
| MCCORMICK IND ABATE 424 |
| MCCORMICK PAINTING L424 |
| MEDIA PRINTS L437 |
| MERCEDES BENZ DOME 1244 |
| MIDWEST PRO PNTG L53 |
| MIDWEST PTG L424 |
| MIK INDUSTRIAL L1244 |
| MILLER PAINTING CO L1169 |
| MISSOURI VALLEY L53 |
| MOBILE HOUSING BOARD |
| MONDELEZ INT L193 |
| MON-X INTERNATIONAL L1940 |
| MOORE PAINTING L226 |
| NABORS GLASS DALLAS L1778 |
| NATIONALGLASSMETAL1778 |
| NAT'L RESOURCE MGMT L437 |
| NATL STEEL CITY L193 |
| NEIHI GLASS INC L1778 |
| NILES IND COATINGS L1169 |
| NIR ROOF CARE L136 |
| NO LIMIT GLASS |
| NORMENT INDUSTRIES L1940 |
| NORTEX GLASS MIRROR L1778 |
| NORTH STAR PNTG CO L1244 |
| OASIS INTERIORS INC L53 |
| ODOM CONSTRUCTION 226 |
| PAE APPLIED TECH L130 |
| PALACIOS MARINE L130 |
| PARAMO MECHANICAL LLC 193 |
| PARSONS SAVANNAH CONL1756 |
| PERFORMANCE ABATEMEN L193 |
| PERFORMANCE CONTR L437 |
| PERMASTEELISA NOAMER1940 |
| PIONEER CLADDINGGLZL1940 |
| PMI L779 |
| PPG INDUSTRIES L1961 |
| PRECISION CONSTR L130 |
| PRECISION SURVEL L424 |
| PREFERRED FLOORING 130 |
| PRINTERS WHOLESALE L1244 |
| PRO COAT INC L226 |
| PROGRESSIVE INSULATION 57 |
| RAM CONSTR SERV L1244 |
| RAYCO MANAGEMENT INC |
| RDR GLASS L1778 |
| RETAIL STORE FR L1940 |
| RICK'S REEF L1244 |
| RP COATINGS INC L53 |
| S & S COATINGS L1169 |
| S&D GLASSWORKS L1778 |
| SAMUELS GLASS CO L1778 |
| SAVANNAH RIVER NUC 1756 |
| SAVANNAH RVR REMEDIATION |
| SERVICE GLASS CO L1244 |
| SERVICE ONE L437 |
| SHERWIN WILLIAMS L1961 |
| SHUGART GLASS OF TX 1778 |
| SIGALA CONTRACTING 130 |
| SKYLIGHT CONSUL 1940 |
| SKYLIGHT TECH L1778 |
| SKYLINE PAINTING L193 |
| SPRING GLASS L1778 |
| STAK DESIGNINCL53 |
| STONE & WEBSTER 1756 |
| STREET LEGAL IND L437 |
| STRONG TOWER BLDG L1940 |
| SUPER SKY CONSTRUCTOR1778 |
| SWIFT ROOFING L136 |
| TECHNICA BUILDERS L1778 |
| TENNESSEE VALLEY RECIP |
| THE BOLDT CO L53 |
| THE BURT GROUP L653 |
| THOMARIOS L1756 |
| THOMAS IND COAT L1169 |
| THOMAS INDUSTRIAL L1756 |
| THOMPSON CONST 1756 |
| TITAN IND SVCS L1244 |
| TRI STATE PAINTING INC |
| TURNER INDUS MAINT L728 |
| TURNER INDUSTRIAL 1244 |
| TUXEDO GLS & MIRR L1940 |
| TWIN CITY GLZ L1940 |
| ULTIMATE CORR CONTR L130 |
| UNION TEMP SERV L1778 |
| UNIVERSAL DC77 L1756 |
| URS FEDERAL SVCS L1293 |
| VETRO INC L1778 |
| VULCAN ENVIRONMENTAL L193 |
| VULCAN INDUSTRIAL L 193 |
| VULCAN PAINTERS L 193 |
| VULCAN PIPE STEEL LU57 |
| WAY-TECH (NB) L130 |
| WELCH FLOORS INC L807 |
| WHITEHEAD BROS 779 PTNG |
| WILLIAMS PLANT L424 |
| WILLIAMS PLANT SVCS 1244 |
| WILLIAMS SPEC L136 ROOFER |
| WILLIAMS SPECIALTY L1169 |
| WIPE OUT L728 (DC80) |
| WRAP IT UP CONST 437 |
| 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 |
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