FURP.ORG / PUBLIC DATA EXPLORER

IATSE LOCAL 30 HEALTH AND WELFARE FUND: Form 990, tax year 2012

View the entire original 990 at ProPublica ↗

Organization
IATSE LOCAL 30 HEALTH AND WELFARE FUND (EIN 35-1500522)
Tax period
2012-01-01 to 2012-12-31
Filed
2013-08-14
IRS object ID
201302269349302235
Schema version
2012v2.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Timestamp2013-08-14T12:35:19-05:00Timestamp
Tax Period End Date2012-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

FieldValueIRS element (for citing)
EIN410746749EIN

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTONLARSONALLEN LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line19339 PRIORITY WAY W DR 200AddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46240ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2012-01-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN351500522EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1IATSE LOCAL 30 HEALTH AND WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlIATSNameControl
Phone3176383226Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line11407 E RIVERSIDE DRIVEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462022037ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameJOHN ROYERName
TitleTRUSTEETitle
Phone3176383226Phone
Date Signed2013-07-24DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameJANICE H GOFF CPAName
PTINP00447902PTIN
Phone3175749100Phone
FieldValueIRS element (for citing)
Tax Year2012TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonJOHN ROYERNameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line11407 E RIVERSIDE DRIVEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46202ZIPCode
FieldValueIRS element (for citing)
Gross Receipts838075GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteWWW.IATSE30.ORGWebSite
Type Of Organization OtherXTypeOfOrganizationOther
Type Of Org Other DescriptionGROUP PLANTypeOfOrgOtherDescription
Year Formation1979YearFormation
State Legal DomicileINStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE BASIC, MAJOR MEDICAL, AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS.ActivityOrMissionDescription
Nbr Voting Members Governing Body2NbrVotingMembersGoverningBody
Nbr Independent Voting Members0NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers2TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year620646ProgramServiceRevenuePriorYear
Program Service Revenue CY822161ProgramServiceRevenueCY
Investment Income Prior Year2157InvestmentIncomePriorYear
Investment Income Current Year2078InvestmentIncomeCurrentYear
Other Revenue Prior Year31677OtherRevenuePriorYear
Other Revenue Current Year13836OtherRevenueCurrentYear
Total Revenue Prior Year654480TotalRevenuePriorYear
Total Revenue Current Year838075TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year526130BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY545957BenefitsPaidToMembersCY
Salaries Etc Prior Year0SalariesEtcPriorYear
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp Prior Year0TotalProfFundrsngExpPriorYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year27411OtherExpensePriorYear
Other Expenses Current Year30206OtherExpensesCurrentYear
Total Expenses Prior Year553541TotalExpensesPriorYear
Total Expenses Current Year576163TotalExpensesCurrentYear
Revenues Less Expenses Prior Year100939RevenuesLessExpensesPriorYear
Revenues Less Expenses CY261912RevenuesLessExpensesCY
Total Assets BOY338265TotalAssetsBOY
Total Assets EOY611492TotalAssetsEOY
Total Liabilities BOY98229TotalLiabilitiesBOY
Total Liabilities EOY86639TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY240036NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY524853NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE BASIC, MAJOR MEDICAL, AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense576163Expense
Revenue822161Revenue
DescriptionTO PROVIDE BASIC, MAJOR MEDICAL, AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERSDescription
Total Program Service Expense576163TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Subject To Proxy Tax0SubjectToProxyTax
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip0ReportLandBldgEquip
Report Invest Oth Securities1ReportInvestOthSecurities
Report Prog Rel Invest0ReportProgRelInvest
Report Other Assets0ReportOtherAssets
Report Other Liabilities0ReportOtherLiabilities
Report Fin48 Footnote0ReportFin48Footnote
Independent Audit Financial Stmt1IndependentAuditFinancialStmt
Consolidated Audit Financial Stmt0ConsolidatedAuditFinancialStmt
School0School
Foreign Office0ForeignOffice
Foreign Activities0ForeignActivities
More Than5000 K To Organizations0MoreThan5000KToOrganizations
More Than5000 K To Individuals0MoreThan5000KToIndividuals
Professional Fundraising0ProfessionalFundraising
Fundraising Activities0FundraisingActivities
Gaming0Gaming
Hospital0Hospital
Grants To Organizations0GrantsToOrganizations
Grants To Individuals0GrantsToIndividuals
Schedule J Required0ScheduleJRequired
Tax Exempt Bonds0TaxExemptBonds
Loan To Officer Or DQP0LoanToOfficerOrDQP
Grant To Related Person0GrantToRelatedPerson
Bsnss Rltnshp With Organization0BsnssRltnshpWithOrganization
Bsnss Rltnshp Thru Family Member0BsnssRltnshpThruFamilyMember
Officer Entity With Bsnss Rltnshp0OfficerEntityWithBsnssRltnshp
Deductible Non Cash Contributions0DeductibleNonCashContributions
Deductible Contributions Of Art0DeductibleContributionsOfArt
Terminated0Terminated
Partial Liquidation0PartialLiquidation
Disregarded Entity0DisregardedEntity
Related Entity1RelatedEntity
Related Org Controlled Entity0RelatedOrgControlledEntity
Activities Conducted Partnership0ActivitiesConductedPartnership
Schedule O Required1ScheduleORequired
Number Forms Transmitted With10960NumberFormsTransmittedWith1096
Number W2 G Included0NumberW2GIncluded
Compliance With Backup Witholding1ComplianceWithBackupWitholding
Number Of Employees0NumberOfEmployees
Unrelated Business Income0UnrelatedBusinessIncome
Foreign Financial Account0ForeignFinancialAccount
Prohibited Tax Shelter Trans0ProhibitedTaxShelterTrans
Taxable Party Notification0TaxablePartyNotification
Non Deductible Contributions0NonDeductibleContributions
Indoor Tanning Services0IndoorTanningServices
Info In Schedule O Part VIXInfoInScheduleOPartVI
Nbr Voting Governing Body Members2NbrVotingGoverningBodyMembers
Number Independent Voting Members0NumberIndependentVotingMembers
Family Or Business Relationship0FamilyOrBusinessRelationship
Delegation Of Management Duties0DelegationOfManagementDuties
Changes To Organizing Docs0ChangesToOrganizingDocs
Material Diversion Or Misuse0MaterialDiversionOrMisuse
Members Or Stockholders0MembersOrStockholders
Election Of Board Members0ElectionOfBoardMembers
Decisions Subject To Approval0DecisionsSubjectToApproval
Minutes Of Governing Body1MinutesOfGoverningBody
Minutes Of Committees1MinutesOfCommittees
Officer Mailing Address0OfficerMailingAddress
Local Chapters0LocalChapters
Form990 Provided To Governing Body1Form990ProvidedToGoverningBody
Conflict Of Interest Policy0ConflictOfInterestPolicy
Whistleblower Policy0WhistleblowerPolicy
Document Retention Policy0DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
States Where Copy Of Return Is FiledINStatesWhereCopyOfReturnIsFiled
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1TERRY HELMSBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number3176383226TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11407 E RIVERSIDE DRIVEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code462022037ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (2 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
JOHN ROYER
TRUSTEE1.00X000
DAVE HUMMEL
TRUSTEE1.00X000
FieldValueIRS element (for citing)
Total Reportable Comp From Org0TotalReportableCompFromOrg
Total Reportable Comp Frm Rltd Orgs0TotalReportableCompFrmRltdOrgs
Total Other Compensation0TotalOtherCompensation
Number Individuals GT100 K0NumberIndividualsGT100K
Formers Listed0FormersListed
Total Comp GT150 K0TotalCompGT150K
Compensation From Other Sources0CompensationFromOtherSources
Number Of Contractors GT100 K0NumberOfContractorsGT100K

Program Service Revenue ProgramServiceRevenue (2 entries)

DescriptionDescriptionBusiness CodeBusinessCodeTotal Revenue ColumnTotalRevenueColumnRelated Or Exempt Function IncomeRelatedOrExemptFunctionIncome
EMPLOYER CONTRIBUTIONS900099610207610207
EMPLOYEE CONTRIBUTIONS900099211954211954
FieldValueIRS element (for citing)
Total Program Service Revenue822161TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column2078TotalRevenueColumn
Exclusion$2,078ExclusionAmount

Other Revenue Misc OtherRevenueMisc

FieldValueIRS element (for citing)
DescriptionFORGIVENESS OF DEBTDescription
Business Code900099BusinessCode
Total Revenue Column13836TotalRevenueColumn
Exclusion$13,836ExclusionAmount
FieldValueIRS element (for citing)
Total Other Revenue13836TotalOtherRevenue

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column838075TotalRevenueColumn
Related Or Exempt Function Income822161RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$15,914ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total545957Total

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total13142Total

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total12490Total

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total442Total

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3400Total

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionPOSTAGEDescription
Total732Total

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total576163Total

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY57633BOY
EOY77087EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY5282BOY
EOY225318EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY129204BOY
EOY141617EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY144566BOY
EOY167470EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY1580BOY
EOY0EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY338265BOY
EOY611492EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY98229BOY
EOY86639EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY98229BOY
EOY86639EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY240036BOY
EOY524853EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY240036BOY
EOY524853EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY338265BOY
EOY611492EOY
FieldValueIRS element (for citing)
Reconcilation Revenue Expenses261912ReconcilationRevenueExpenses
Reconciliation Unrealized Invest22905ReconciliationUnrealizedInvest
Reconcilation Other Changes0ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited

FS Audited Basis FSAuditedBasis

FieldValueIRS element (for citing)
Financial Statement SeparateXFinancialStatementSeparate
FieldValueIRS element (for citing)
Audit Committee1AuditCommittee
Federal Grant Audit Required0FederalGrantAuditRequired

Schedule D IRS990ScheduleD

FieldValueIRS element (for citing)
Total Of Book Value Land Buildings0TotalOfBookValueLandBuildings

Other Securities OtherSecurities

FieldValueIRS element (for citing)
DescriptionMUTUAL FUNDSDescription
Book Value167470BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities167470TotalOfBookValueSecurities
Tot Revenue Etc Audited Fincl Stmt847144TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments22905NetUnrealizedGainsInvestments
Revenue Not Rptd F99022905RevenueNotRptdF990
Revenue Subtotal824239RevenueSubtotal
Other Revenues Not Included13836OtherRevenuesNotIncluded
Revenue Not Rptd On Fin Stmt13836RevenueNotRptdOnFinStmt
Total Revenue Per Form990838075TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt576163TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal576163ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990576163TotalExpensesPerForm990

Form990 Schedule D Part XIII Form990ScheduleDPartXIII

FieldValueIRS element (for citing)
IdentifierPART XI, LINE 4B - OTHER ADJUSTMENTS:Identifier
ExplanationADJUSTMENT FOR FORGIVENESS OF DEBTExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (3 entries)

Return ReferenceReturnReferenceExplanationExplanation
FORM 990, PART VI, SECTION B, LINE 11THE TRUSTEE OF THE ORGANIZATION REVIEWS THE FORM 990 BEFORE SUBMISSION.
FORM 990, PART VI, SECTION C, LINE 19THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
FORM 990, PART XII, LINE 2C:NO CHANGE IN PROCESS FROM PREVIOUS YEARS

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1IATSE LOCAL NO 30BusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line11407 E RIVERSIDE DRIVEAddressLine1
CityINDIANAPOLISCity
StateINState
ZIP Code46202ZIPCode
FieldValueIRS element (for citing)
Primary ActivitiesLABOR UNIONPrimaryActivities
Legal Domicile StateINLegalDomicileState
Exempt Code Section501(C)(5)ExemptCodeSection
Controlled Org0ControlledOrg
FieldValueIRS element (for citing)
Receipt Of Int Ann Rents Royalties0ReceiptOfIntAnnRentsRoyalties
Gift Grant Or Cap Contr To Other Org0GiftGrantOrCapContrToOtherOrg
Gift Grant Or Cap Contr Fr Other Org0GiftGrantOrCapContrFrOtherOrg
Loans Or Guarantees To Other Org0LoansOrGuaranteesToOtherOrg
Loans Or Guarantees From Other Org0LoansOrGuaranteesFromOtherOrg
Dividends Related Organization0DividendsRelatedOrganization
Sale Of Assets To Other Org0SaleOfAssetsToOtherOrg
Purchase Of Assets From Other Org0PurchaseOfAssetsFromOtherOrg
Exchange Of Assets0ExchangeOfAssets
Rental Of Facilities To Other Orgs0RentalOfFacilitiesToOtherOrgs
Rental Of Facilities Fr Other Orgs1RentalOfFacilitiesFrOtherOrgs
Perform Of Services For Other Orgs0PerformOfServicesForOtherOrgs
Perform Of Services By Other Orgs1PerformOfServicesByOtherOrgs
Sharing Of Facilities0SharingOfFacilities
Sharing Of Paid Employees0SharingOfPaidEmployees
Reimbursement Paid To Other Org0ReimbursementPaidToOtherOrg
Reimbursement Paid By Other Org0ReimbursementPaidByOtherOrg
Other Transfer To Other Org0OtherTransferToOtherOrg
Other Transfer From Other Org0OtherTransferFromOtherOrg