Welfare Fund Local 640 IATSE: Form 990EZ, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
Welfare Fund Local 640 IATSE (EIN 11-6009101)
Tax period
2012-07-01 to 2013-06-30
Filed
2014-04-11
IRS object ID
201441019349200044
Schema version
2012v2.3
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

FieldValueIRS element (for citing)
Timestamp2014-04-11T19:20:05-05:00Timestamp
Tax Period End Date2013-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1Berdon LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1One Jericho PlazaAddressLine1
CityJerichoCity
StateNYState
ZIP Code11753ZIPCode
FieldValueIRS element (for citing)
Return Type990EZReturnType
Tax Period Begin Date2012-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN116009101EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1Welfare Fund Local 640 IATSEBusinessNameLine1
FieldValueIRS element (for citing)
In Care Of Name% ROBERT GOTTSCHALKInCareOfName
Name ControlWELFNameControl
Phone6316806962Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO Box 448AddressLine1
Address Line2SuiteAddressLine2
CityWading RiverCity
StateNYState
ZIP Code11792ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameRobert Gottschalk JrName
TitleFund AdministratorTitle
Phone6316806962Phone
Date Signed2014-04-15DateSigned
Authorize Third PartytrueAuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
Phone5169313100Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2015-11-30 17:44:51ZBuildTS

Form 990-EZ IRS990EZ

FieldValueIRS element (for citing)
Method Of Accounting AccrualXMethodOfAccountingAccrual
Organization501cXOrganization501c
Gross Receipts38285GrossReceipts
Info In Schedule O Part IXInfoInScheduleOPartI
Program Service Revenue38285ProgramServiceRevenue
Cost Other Basis And Sales Expenses0CostOtherBasisAndSalesExpenses
Gain Or Loss From Sale Of Assets0GainOrLossFromSaleOfAssets
Special Events Direct Expenses0SpecialEventsDirectExpenses
Special Events Net Income Loss0SpecialEventsNetIncomeLoss
Cost Of Goods Sold0CostOfGoodsSold
Gro Profit Loss Sales Of Inventory0GroProfitLossSalesOfInventory
Total Revenue38285TotalRevenue
Benefits Paid To Or For Members72862BenefitsPaidToOrForMembers
Salaries Other Comp Empl Benefits13308SalariesOtherCompEmplBenefits
Fees And Oth Pymt To Ind Contractors25215FeesAndOthPymtToIndContractors
Occupancy Rent Utilities And Maint4451OccupancyRentUtilitiesAndMaint
Other Expenses Total5059OtherExpensesTotal
Total Expenses120895TotalExpenses
Excess Or Deficit For Year-82610ExcessOrDeficitForYear
Net Assets Or Fund Balances BOY134222NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY51612NetAssetsOrFundBalancesEOY
Info In Schedule O Part IIXInfoInScheduleOPartII

Cash Savings And Investments CashSavingsAndInvestments

FieldValueIRS element (for citing)
BOY29210BOY
EOY0EOY

Land And Buildings LandAndBuildings

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY142723BOY
EOY72272EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY171933BOY
EOY72272EOY

Sum Of Total Liabilities SumOfTotalLiabilities

FieldValueIRS element (for citing)
BOY37711BOY
EOY20660EOY

Net Assets Or Fund Balances NetAssetsOrFundBalances

FieldValueIRS element (for citing)
BOY134222BOY
EOY51612EOY
FieldValueIRS element (for citing)
Primary Exempt PurposeTO PROVIDE GROUP HEALTH INSURANCE BENEFITS TO PARTICIPANTS.PrimaryExemptPurpose

Program Service Accomplishment ProgramServiceAccomplishment

FieldValueIRS element (for citing)
Description Program Service AccomTO PROVIDE GROUP HEALTH INSURANCE BENEFITS TO PARTICIPANTS.DescriptionProgramServiceAccom

Officer Director Trustee Key Empl OfficerDirectorTrusteeKeyEmpl (4 entries)

TitleTitleAvg Hours Per Wk Devoted To PositionAvgHoursPerWkDevotedToPositionCompensationCompensationContri To Empl Benefit Plans EtcContriToEmplBenefitPlansEtcExpense Account Other AllowancesExpenseAccountOtherAllowances
ROBERT B GOTTSCHALK JR
FUND MANAGER10.0450000
TIMOTHY KING
TRUSTEE4.0000
JESSE MAGAN
TRUSTEE4.0000
CHARLES RALSTON
TRUSTEE4.0000
FieldValueIRS element (for citing)
Activities Not Previously RptfalseActivitiesNotPreviouslyRpt
Made Changes To Orgnzng Etc DocfalseMadeChangesToOrgnzngEtcDoc
Organization Had UBIfalseOrganizationHadUBI
Subject To Proxy TaxfalseSubjectToProxyTax
Organization Dissolved EtcfalseOrganizationDissolvedEtc
Made Loans To From OfficersfalseMadeLoansToFromOfficers
Initiation Fees And Capital Contri0InitiationFeesAndCapitalContri
Gross Receipts For Public Use0GrossReceiptsForPublicUse
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTrans
States Where Copy Of Return Is FiledNYStatesWhereCopyOfReturnIsFiled

The Books Are In Care Of TheBooksAreInCareOf

FieldValueIRS element (for citing)
Name PersonROBERT GOTTSCHALKNamePerson

Address US AddressUS

FieldValueIRS element (for citing)
Address Line1PO BOX 448AddressLine1
CityWADING RIVERCity
StateNYState
ZIP Code11792ZIPCode
FieldValueIRS element (for citing)
Telephone Number6316806962TelephoneNumber
FieldValueIRS element (for citing)
Foreign Financial AccountfalseForeignFinancialAccount
Foreign OfficefalseForeignOffice
Maintain Any Donor Advised FundsfalseMaintainAnyDonorAdvisedFunds
Does Org Have HospitalfalseDoesOrgHaveHospital
Tanning Services ProvidedfalseTanningServicesProvided
Related Org Controlled EntityfalseRelatedOrgControlledEntity
Transaction With Control EntityfalseTransactionWithControlEntity
Engage Political Cmpgn ActivitiesfalseEngagePoliticalCmpgnActivities
Filed Schedule AfalseFiledScheduleA

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (7 entries)

IdentifierIdentifierReturn ReferenceReturnReferenceExplanationExplanation
OTHER EXPENSES SCHEDULEFORM 990EZ PART I LINE 16Description:INSURANCE Amount:2902
OTHER EXPENSES SCHEDULEFORM 990EZ PART I LINE 16Description:OFFICE EXPENSE Amount:2157
OTHER ASSETS SCHEDULEFORM 990EZ PART II LINE 24Description:ACCRUED INTEREST AND DIVIDENDS BOY Amount:11 EOY Amount:
OTHER ASSETS SCHEDULEFORM 990EZ PART II LINE 24Description:DUE FROM AFFILIATE BOY Amount:21867 EOY Amount:
OTHER ASSETS SCHEDULEFORM 990EZ PART II LINE 24Description:PARTICIPANTS CONTRIBUTIONS BOY Amount:41282 EOY Amount:22489
OTHER LIABILITIES SCHEDULEFORM 990EZ PART II LINE 26Description:DUE TO AFFILIATE BOY Amount:EOY Amount:7061
OTHER LIABILITIES SCHEDULEFORM 990EZ PART II LINE 26Description:CASH OVERDRAFT BOY Amount:EOY Amount:13599

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