SOUTHERN PAINTERS WELFARE FUND: Form 990, tax year 2014
View the entire original 990 at ProPublica ↗
- Organization
- SOUTHERN PAINTERS WELFARE FUND (EIN 58-1910292)
- Tax period
- 2014-01-01 to 2014-12-31
- Filed
- 2015-10-15
- IRS object ID
- 201522889349300427
- Schema version
- 2014v5.0
- 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 | 2015-10-15T13:20:37-05:00 | ReturnTs |
| Tax Period End | 2014-12-31 | 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 | 2014-01-01 | 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 | PersonNm |
| Person Title | TRUSTEE | PersonTitleTxt |
| Phone | 4124321125 | PhoneNum |
| Signature | 2015-10-15 | 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 | 2015-10-08 | PreparationDt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2014 | TaxYr |
| Build TS | 2016-02-25 16:41:14Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | HERBERT SANTOS | 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 | $15,132,951 | 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 | 22 | 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 | $9,666,631 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $11,920,828 | CYProgramServiceRevenueAmt |
| PY Investment Income | $306,464 | PYInvestmentIncomeAmt |
| CY Investment Income | $363,253 | CYInvestmentIncomeAmt |
| PY Other Revenue | $0 | PYOtherRevenueAmt |
| CY Other Revenue | $0 | CYOtherRevenueAmt |
| PY Total Revenue | $9,973,095 | PYTotalRevenueAmt |
| CY Total Revenue | $12,284,081 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $0 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $0 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $8,734,268 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $11,225,316 | 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 | $501,800 | PYOtherExpensesAmt |
| CY Other Expenses | $1,371,015 | CYOtherExpensesAmt |
| PY Total Expenses | $9,236,068 | PYTotalExpensesAmt |
| CY Total Expenses | $12,596,331 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $737,027 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | -$312,250 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $9,709,266 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,740,576 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $73,372 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $268,835 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $9,635,894 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $9,471,741 | 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 | 272 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Employee | 22 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| 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 | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $114,673 | $0 |
| DAVID WENNINGER | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $99,986 | $0 |
| CHUCK HILL | |||||
| TRUSTEE | 2.00 | Yes (X) | $0 | $94,957 | $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 | $309,616 | 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 (2 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1Txt | CityContractorAddress/USAddress/CityNm | State AbbreviationContractorAddress/USAddress/StateAbbreviationCd | ZIPContractorAddress/USAddress/ZIPCd | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| CIGNA | |||||
| 540 WEST MADISON STREET | CHICAGO | IL | 60661 | CLAIMS PROCESSOR | $575,137 |
| ZENITH AMERICAN SOLUTIONS INC | |||||
| 100 CRESCENT CENTRE PKWY - STE 400 | TUCKER | GA | 30084 | BENEFIT ADMINISTRATION | $253,378 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 2 | CntrctRcvdGreaterThan100KCnt |
Program Service Revenue ProgramServiceRevenueGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| EMPLOYER CONTRIBUTIONS | 525100 | $11,749,149 | $11,749,149 |
| EMPLOYEE CONTRIBUTIONS | 525100 | $117,436 | $117,436 |
| RETIREE CONTRIBUTIONS | 525100 | $54,243 | $54,243 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $11,920,828 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $209,245 | TotalRevenueColumnAmt |
| Exclusion | $209,245 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $3,002,878 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,848,870 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $154,008 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $154,008 | TotalRevenueColumnAmt |
| Exclusion | $154,008 | ExclusionAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $12,284,081 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $11,920,828 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $0 | UnrelatedBusinessRevenueAmt |
| Exclusion | $363,253 | ExclusionAmt |
Benefits To Members BenefitsToMembersGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,225,316 | TotalAmt |
Fees For Services Management FeesForServicesManagementGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $253,378 | TotalAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,136 | TotalAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $13,200 | TotalAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $49,174 | TotalAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $767,818 | TotalAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $65,306 | TotalAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $22,630 | TotalAmt |
Payments To Affiliates PaymentsToAffiliatesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,645 | TotalAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,794 | TotalAmt |
Other Expenses OtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | FEES MANDATED BY ACA | Desc |
| Total | $143,934 | TotalAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $12,596,331 | TotalAmt |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $916,294 | BOYAmt |
| EOY | $721,208 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,092,719 | BOYAmt |
| EOY | $2,935,093 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $1,282,245 | BOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| EOY | $1,420,547 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,264 | BOYAmt |
| EOY | $1,451 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,415,744 | BOYAmt |
| EOY | $4,662,277 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,709,266 | BOYAmt |
| EOY | $9,740,576 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,372 | BOYAmt |
| EOY | $129,187 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $0 | BOYAmt |
| EOY | $139,648 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $73,372 | BOYAmt |
| EOY | $268,835 | 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 | $9,635,894 | BOYAmt |
| EOY | $9,471,741 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,635,894 | BOYAmt |
| EOY | $9,471,741 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $9,709,266 | BOYAmt |
| EOY | $9,740,576 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | -$312,250 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $75,664 | NetUnrlzdGainsLossesInvstAmt |
| Prior Period Adjustments | $72,433 | PriorPeriodAdjustmentsAmt |
| 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
| Field | Value | IRS element (for citing) |
|---|---|---|
| Desc | THE AFFORDABLE CARE ACT FEE LIABILITY | Desc |
| Amt | $139,648 | Amt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $139,648 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $12,310,571 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $75,664 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $75,664 | RevenueNotReportedAmt |
| Revenue Subtotal | $12,234,907 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $49,174 | InvestmentExpensesNotIncldAmt |
| Revenue Not Reported Fincl Stmt | $49,174 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $12,284,081 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $12,547,157 | TotExpnsEtcAuditedFinclStmtAmt |
| Expenses Not Reported | $0 | ExpensesNotReportedAmt |
| Expenses Subtotal | $12,547,157 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $49,174 | InvestmentExpensesNotIncld2Amt |
| Expenses Not Rpt Fincl Stmt | $49,174 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $12,596,331 | 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. 22 FORMS WERE ISSUED FOR THE 2014 PLAN YEAR. |
| FORM 990, PART VI, SECTION B, LINE 11 | 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 (198 entries)
| A S STEEL MACHINERY L193 |
| ACP L1756 |
| ACTION ELEC L193 |
| ADL TRAINING L1169 |
| ADVANCED PNTG SYST L1244 |
| AETNA COATINGS INC L193 |
| ALLIANCE GLZG TECH L1778 |
| AMER GLASS & METAL L807 |
| ANNING JOHNSON CO L193 |
| ARANI CONSULT DTX 1778 |
| ARCHITECT GLZNG SPECL1244 |
| ARCHITECTURAL GLASS L1940 |
| ARROWALL (G33H) L1778 |
| AS STEEL (NBU) L193 |
| ATL & NO GA BLDG TRADE193 |
| ATLANTA CONTRACT GL L1940 |
| ATLANTIC PLANT SVCSL1169 |
| ATLAS STEEL COATINGSL1169 |
| ATSALIS BROS PNTG L193 |
| AUGUSTA SPECIALTY CT1756 |
| AVALOTIS 226 |
| BAKER CONCRETE L1756 |
| BECK HC L53 |
| BELL GLASS L1778 |
| BERG DRYWALL LLC L1756 |
| BIGGERSTAFF CONSULTL653 |
| BILL THOMPSON L807 |
| BINSWNGER GLASS CO L1778 |
| BRAND ENERGY SVCS L779 |
| CANNON SLINE 1169 |
| CARRCO PAINTING L53 |
| CB&I PROJECT SVCS L1756 |
| CHAMPION PNTG SPEC L1169 |
| CIVIL COATING &CONST L130 |
| CL COATINGS INC L1169 |
| CLESTRA HAUSERMAN 1778 |
| CLEVELAND CNSLD 193 |
| COATINGS UNLI L424 |
| COLLINS & WRIGHT INCL1756 |
| COMMERCIAL GLS&MIRR L1940 |
| CONRAD SCHMITT ST L1244 |
| CONTRACT MGMT # 1756 |
| CORRECT CONSTR L437 |
| COULTER COMPANY L1778 |
| CRASTO GLASS 1244 |
| CROWN CORR INC L1940 |
| CSC APPLIED TECHNOLGY 130 |
| CWD PAINTING L 1244 |
| D & D GLASS L1940 |
| D & R GLASS L1940 |
| D2 IND SRV L193 |
| DAN MAR INC L807 |
| DAY & ZIMMERMAN L130 NPS |
| DE GEORGE GLASS GO1244 |
| DEJEAN CONTR L130 |
| DESCO SYSTEMS INC L424 |
| DFW GLAZING INC 1778 |
| DISABILITY CREDIT HOURS |
| DIVERSIFIED CONST L1756 |
| DUNLAP INC L1756 |
| EAST TX GLASS MIRROR 1778 |
| EBONY GLS & MIRROR L1940 |
| EDWARDS GLASS COL1940 |
| ENCLOS CORP L1778 |
| ENERFAB INC L193 |
| ENVIRO TECH SERV1169 |
| ERA VALDIVA CONTR L1244 |
| EVCO NATIONAL 424 |
| FARMERS MARINE COPPER 130 |
| FD THOMAS INC L130 |
| FLAGG CLEANING SYST L1756 |
| FLORIDA GL OF TAMPA 1778 |
| FLUOR MAINT L779 |
| FUTURE COATING L1169 |
| G C ZARNAS L1169 |
| G UB MK L 49 |
| GENDUSA GLASSWORKS L1244 |
| GENERAL ACOUSTICS INCL807 |
| GENERAL GLASS (NBU)L1244 |
| GHEENS PAINTING INC L1169 |
| GLASSMAN OF LA L1244 |
| GRADE SOUTH L1756 |
| GRANADA HOMES L130 |
| GUMBK CONSTR L779 |
| H & H BROWN 226 |
| HARMON INC L1778 |
| HARTMAN WALSH L1169 |
| HC BECK LTD L130 |
| HERCULES PAINTING L1244 |
| HOU-TEX NEWNOM INC 1778 |
| ICARUS IND PTNG & CONT130 |
| IMMS IND COAT L779 |
| INDUSTRIAL TECH COATL1169 |
| INTERIOR INSTALL L193 |
| J & A INDUSTRIAL PNTGL424 |
| J & K INC L1244 |
| J I HASS L1756 |
| JACOBS TECHNOLOGY L1244 |
| JAZZ CASINO 1244 |
| JE TITUS CO L130 |
| JMM CONSTR L1169 |
| JOSLOFF INDUS LLC L1940 |
| JRT INC L807 |
| KA-TEX CONSTRUCTORS 1778 |
| KREIHS BUCK CO |
| L H LAND PAINTING CO |
| LANIER-JONES CONTR L193 |
| LIBERTY MAINTENANCE L1244 |
| LIPS DOOR GLASS L 1244 |
| LOUIS HOFFMAN CO L1940 |
| LPI INC L1244 |
| LYNX INDUSTRIAL L53 |
| MADISON HEIGHTS GLS L1244 |
| MANDROS PAINTING L226 |
| MARLEY IND SVC L193 |
| MARTIN JC BARRY PTG CON |
| MAXCOR INC |
| MCABEE CONSTR L779 |
| MCCORMICK IND ABATE 424 |
| MCCORMICK PAINTING L424 |
| M-CO INC LU # 1244 |
| MCS STRUCTURRES L 1778 |
| MEMO PAINTING CO L1244 |
| MICHIGAN PAINTERS L1169 |
| MIDWEST PRO PAINTING L653 |
| MILLER PAINTING CO L1169 |
| MILLER PROTCTV COAT L1169 |
| MISSOURI VALLEY L53 |
| MONDELEZ INT L193 |
| NABORS GLASS DALLAS L1778 |
| NATIONAL GLASS METAL 1778 |
| NORMENT INDUSTRIES L1940 |
| NORTEX GLASS MIRROR L1778 |
| NORTH STAR PNTG CO L1244 |
| OASIS INTERIORS INC L53 |
| OLDCASTLE BLDG ENVL L1778 |
| PACE INC L1756 |
| PAE APPLIED TECH L130 |
| PALACIOS MARINE L130 |
| PARADISE GLASS MIRROR1778 |
| PARAMO MECHANICAL LLC 193 |
| PARSONS SAVANNAH CONL1756 |
| PELL CITY L1940 |
| PERKS GLASS L1778 |
| PERMASTEELISA L1778 |
| PIONEER CLADDING GLZL1940 |
| PLANT IND SERV L130 |
| PRECISION CONSTR L130 |
| PREFERRED FLOOR NBU 130 |
| PRO COAT INC (NB) |
| RAM CONSTR SERV L1244 |
| RETAIL STORE FR L1940 |
| RICK'S REEF L1244 |
| RJS PAINTING L53 |
| ROSECRANS SEVS CO LLC 130 |
| RP COATINGS INC L424 |
| RW GLAZING LLC L1778 |
| SAMUELS GLASS CO L1778 |
| SAVANNAH RIVER NUC 1756 |
| SAVANNAH RVR REMEDIATION |
| SEELE INC L1778 |
| SERVICE GLASS CO L1244 |
| SHAW E & I L1756 |
| SHUGART GLASS OF TX 1778 |
| SIGALA CONTRACTING 130 |
| SKYLIGHT CONSUL 1940 |
| SMG LOUISIANA SUPER L1244 |
| SOUTH GEORGIA TOWERTANK |
| SOUTHEASTERN GL&MTL L1940 |
| SOUTHERN PTNG CO L424 |
| SPRING GLASS L1778 |
| STAK DESIGN INC L53 |
| STONE & WEBSTER 130 |
| STONEHILL COMMERC PTG L53 |
| SWANSON & YOUNGDALE 1756 |
| TENNESSEE VALLEY RECIP |
| THE RE KRUG CORP L1940 |
| THOMAS IND COAT L1169 |
| THOMPSON FLOOR COV L807 |
| TOTAL BLDG MAINT L1940 |
| TOTAL BUSI MGMT L1940 |
| TRI STATE PNTG L779 |
| TURNER INDUS MAINT L728 |
| TUXEDO GLS & MIRR L1940 |
| ULTIMATE CORR CNTRL L49 |
| UNION TEMP SERV L1778 |
| UNITED PNTG SVCS L1756 |
| UNITY ELECTRIC L193 |
| UNIVERSAL INC L1756 |
| VETRO INC L1778 |
| VIMAS PAINTING CO 1244 |
| VULCAN ENVIRO SVCS L193 |
| VULCAN INDUSTRIAL L 193A |
| WAY-TECH (NB) L130 |
| WELCH FLOORS INC L807 |
| WHITEHEAD BROS 1169 PNTG |
| WILLIAMS INDUSTRIAL SERV |
| WIPE OUT L728 (DC80) |
| 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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