FURP.ORG / PUBLIC DATA EXPLORER

IATSE LOCAL 30 HEALTH AND WELFARE FUND: Form 990, tax year 2010

View the entire original 990 at ProPublica ↗

Organization
IATSE LOCAL 30 HEALTH AND WELFARE FUND (EIN 35-1500522)
Tax period
2010-01-01 to 2010-12-31
Filed
2011-11-08
IRS object ID
201113129349300816
Schema version
2010v3.4
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)
Timestamp2011-11-08T09:46:12-06:00Timestamp
Tax Period End Date2010-12-31TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1CLIFTON GUNDERSON LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1ONE SEAGATE SUITE 2650AddressLine1
CityTOLEDOCity
StateOHState
ZIP Code436041558ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2010-01-01TaxPeriodBeginDate

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 Signed2011-10-31DateSigned
Authorize Third Party1AuthorizeThirdParty

Preparer Preparer

FieldValueIRS element (for citing)
NameRODERICK J MACLACHLANName
Phone4192443711Phone
FieldValueIRS element (for citing)
Tax Year2010TaxYear
Build TS2016-03-07 17:11:31ZBuildTS

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 Receipts579565GrossReceipts
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 Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Prior Year0ContributionsGrantsPriorYear
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year575832ProgramServiceRevenuePriorYear
Program Service Revenue CY575606ProgramServiceRevenueCY
Investment Income Prior Year4535InvestmentIncomePriorYear
Investment Income Current Year3959InvestmentIncomeCurrentYear
Other Revenue Prior Year0OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year580367TotalRevenuePriorYear
Total Revenue Current Year579565TotalRevenueCurrentYear
Grants And Similar Amnts Prior Year0GrantsAndSimilarAmntsPriorYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year722642BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY727110BenefitsPaidToMembersCY
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 Year27796OtherExpensePriorYear
Other Expenses Current Year28901OtherExpensesCurrentYear
Total Expenses Prior Year750438TotalExpensesPriorYear
Total Expenses Current Year756011TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-170071RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-176446RevenuesLessExpensesCY
Total Assets BOY396715TotalAssetsBOY
Total Assets EOY234774TotalAssetsEOY
Total Liabilities BOY109400TotalLiabilitiesBOY
Total Liabilities EOY101954TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY287315NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY132820NetAssetsOrFundBalancesEOY
Mission DescriptionTO PROVIDE BASIC, MAJOR MEDICAL, AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense756011Expense
Revenue575606Revenue
DescriptionTO PROVIDE BASIC, MAJOR MEDICAL, AND LIFE INSURANCE BENEFITS FOR ELIGIBLE MEMBERSDescription
Total Program Service Expense756011TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Report Land Bldg Equip1ReportLandBldgEquip
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
Transaction Related Entity0TransactionRelatedEntity
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 CONTRIBUTIONS900099350043350043
EMPLOYEE CONTRIBUTIONS900099225563225563
FieldValueIRS element (for citing)
Total Program Service Revenue575606TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column3959TotalRevenueColumn
Exclusion$3,959ExclusionAmount

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column579565TotalRevenueColumn
Related Or Exempt Function Income575606RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$3,959ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total727110Total
Program Services727110ProgramServices

Fees For Services Management FeesForServicesManagement

FieldValueIRS element (for citing)
Total9776Total
Program Services9776ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total13640Total
Program Services13640ProgramServices

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total312Total
Program Services312ProgramServices

Occupancy Occupancy

FieldValueIRS element (for citing)
Total3400Total
Program Services3400ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total270Total
Program Services270ProgramServices

Other Expenses OtherExpenses (2 entries)

DescriptionDescriptionTotalTotalProgram ServicesProgramServices
MISCELLANEOUS843843
POSTAGE660660

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total756011Total
Program Services756011ProgramServices
Management And General0ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY23561BOY
EOY8160EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY11393BOY
EOY5280EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY87912BOY
EOY81357EOY

Investments Other Securities InvestmentsOtherSecurities

FieldValueIRS element (for citing)
BOY269895BOY
EOY138288EOY

Other Assets Total OtherAssetsTotal

FieldValueIRS element (for citing)
BOY3954BOY
EOY1689EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY396715BOY
EOY234774EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY109400BOY
EOY101954EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY109400BOY
EOY101954EOY
FieldValueIRS element (for citing)
Follow SFAS117XFollowSFAS117

Unrestricted Net Assets UnrestrictedNetAssets

FieldValueIRS element (for citing)
BOY287315BOY
EOY132820EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY287315BOY
EOY132820EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY396715BOY
EOY234774EOY
FieldValueIRS element (for citing)
Info In Schedule O Part XIXInfoInScheduleOPartXI
Reconcilation Revenue Expenses-176446ReconcilationRevenueExpenses
Reconcilation Other Changes21951ReconcilationOtherChanges
Info In Schedule O Part XIIXInfoInScheduleOPartXII
Method Of Accounting AccrualXMethodOfAccountingAccrual
Accountant Compile Or Review0AccountantCompileOrReview
FS Audited1FSAudited
Audit Committee1AuditCommittee
Financial Statement SeparateXFinancialStatementSeparate
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 Value138288BookValue
Method Of ValuationFMethodOfValuation
FieldValueIRS element (for citing)
Total Of Book Value Securities138288TotalOfBookValueSecurities
Total Revenue579565TotalRevenue
Total Expenses756011TotalExpenses
Excess Or Deficit For Year-176446ExcessOrDeficitForYear
Net Unrealized GL On Investments21951NetUnrealizedGLOnInvestments
Total Adjustments21951TotalAdjustments
Excess Or Deficit Per FS-154495ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt601516TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments21951NetUnrealizedGainsInvestments
Revenue Not Rptd F99021951RevenueNotRptdF990
Revenue Subtotal579565RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990579565TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt756011TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal756011ExpensesSubtotal
Expenses Not Rptd On Fin Stmt0ExpensesNotRptdOnFinStmt
Total Expenses Per Form990756011TotalExpensesPerForm990

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (4 entries)

IdentifierIdentifierExplanationExplanationReturn ReferenceReturnReference
FORM 990, PART VI, SECTION B, LINE 11THE TRUSTEE OF THE ORGANIZATION REVIEWS THE FORM 990 BEFORE SUBMISSION.
THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.FORM 990, PART VI, SECTION C, LINE 19
CHANGES IN NET ASSETS OR FUND BALANCES:NET UNREALIZED GAINS ON INVESTMENTS: 21,951.FORM 990, PART XI, LINE 5:
NO CHANGE IN PROCESS FROM PREVIOUS YEARSFORM 990, PART XI, LINE 2C:

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
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 Orgs0PerformOfServicesByOtherOrgs
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

Transactions Related Orgs Table TransactionsRelatedOrgsTable

Name Of Other Organization NameOfOtherOrganization

FieldValueIRS element (for citing)
Business Name Line1IATSE LOCAL NO 30BusinessNameLine1
FieldValueIRS element (for citing)
Transaction TypeJTransactionType
Amount Involved15956AmountInvolved