IATSE LOCAL 857 WELFARE FUND: Form 990, tax year 2009

View the entire original 990 at ProPublica ↗

Organization
IATSE LOCAL 857 WELFARE FUND (EIN 30-0042023)
Tax period
2009-07-01 to 2010-06-30
Filed
2011-05-02
IRS object ID
201141229349300344
Schema version
2009v1.4
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)
Timestamp2011-05-02T18:41:05-05:00Timestamp
Tax Period End Date2010-06-30TaxPeriodEndDate

Preparer Firm PreparerFirm

Preparer Firm Business Name PreparerFirmBusinessName

FieldValueIRS element (for citing)
Business Name Line1BERNARD KOTKIN AND COMPANY LLPBusinessNameLine1

Preparer Firm US Address PreparerFirmUSAddress

FieldValueIRS element (for citing)
Address Line1533 SOUTH FREMONT AVENUEAddressLine1
CityLOS ANGELESCity
StateCAState
ZIP Code90071ZIPCode
FieldValueIRS element (for citing)
Return Type990ReturnType
Tax Period Begin Date2009-07-01TaxPeriodBeginDate

Filer Filer

FieldValueIRS element (for citing)
EIN300042023EIN

Name Name

FieldValueIRS element (for citing)
Business Name Line1IATSE LOCAL 857 WELFARE FUNDBusinessNameLine1
FieldValueIRS element (for citing)
Name ControlIATSNameControl
Phone5624635000Phone

US Address USAddress

FieldValueIRS element (for citing)
Address Line113191 CROSSROADS PKWY NORTH No 205AddressLine1
CityCITY OF INDUSTRYCity
StateCAState
ZIP Code91746ZIPCode

Officer Officer

FieldValueIRS element (for citing)
NameSERGIO MEDINAName
TitleTRUSTEETitle
Phone5624635015Phone
Date Signed2011-05-02DateSigned

Preparer Preparer

FieldValueIRS element (for citing)
Phone2138929090Phone
FieldValueIRS element (for citing)
Tax Year2009TaxYear
Build TS2016-02-24 21:20:13ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Name Of Principal Officer PersonSERGIO MEDINANameOfPrincipalOfficerPerson

Address Principal Officer US AddressPrincipalOfficerUS

FieldValueIRS element (for citing)
Address Line113191 CROSSROADS PKWY N SUITE 205AddressLine1
CityCITY OF INDUSTRYCity
StateCAState
ZIP Code91746ZIPCode
FieldValueIRS element (for citing)
Gross Receipts1361166GrossReceipts
Group Return For Affiliates0GroupReturnForAffiliates
Organization501cXOrganization501c
Web SiteN/AWebSite
Type Of Organization CorporationXTypeOfOrganizationCorporation
Year Formation1958YearFormation
State Legal DomicileCAStateLegalDomicile
Activity Or Mission DescriptionTO PROVIDE HEALTH AND WELFARE BENEFITS.ActivityOrMissionDescription
Nbr Voting Members Governing Body6NbrVotingMembersGoverningBody
Nbr Independent Voting Members6NbrIndependentVotingMembers
Total Nbr Employees0TotalNbrEmployees
Total Nbr Volunteers0TotalNbrVolunteers
Total Gross UBI0TotalGrossUBI
Net Unrelated Business Txbl Income0NetUnrelatedBusinessTxblIncome
Contributions Grants Current Year0ContributionsGrantsCurrentYear
Program Service Revenue Prior Year852113ProgramServiceRevenuePriorYear
Program Service Revenue CY874995ProgramServiceRevenueCY
Investment Income Prior Year23222InvestmentIncomePriorYear
Investment Income Current Year19239InvestmentIncomeCurrentYear
Other Revenue Prior Year183OtherRevenuePriorYear
Other Revenue Current Year0OtherRevenueCurrentYear
Total Revenue Prior Year875518TotalRevenuePriorYear
Total Revenue Current Year894234TotalRevenueCurrentYear
Grants And Similar Amnts CY0GrantsAndSimilarAmntsCY
Benefits Paid To Members Prior Year870323BenefitsPaidToMembersPriorYear
Benefits Paid To Members CY966752BenefitsPaidToMembersCY
Salaries Etc Current Year0SalariesEtcCurrentYear
Total Prof Fundrsng Exp CY0TotalProfFundrsngExpCY
Total Fundrsng Exp Current Year0TotalFundrsngExpCurrentYear
Other Expense Prior Year55141OtherExpensePriorYear
Other Expenses Current Year47201OtherExpensesCurrentYear
Total Expenses Prior Year925464TotalExpensesPriorYear
Total Expenses Current Year1013953TotalExpensesCurrentYear
Revenues Less Expenses Prior Year-49946RevenuesLessExpensesPriorYear
Revenues Less Expenses CY-119719RevenuesLessExpensesCY
Total Assets BOY1173895TotalAssetsBOY
Total Assets EOY1158137TotalAssetsEOY
Total Liabilities BOY319732TotalLiabilitiesBOY
Total Liabilities EOY361870TotalLiabilitiesEOY
Net Assets Or Fund Balances BOY854163NetAssetsOrFundBalancesBOY
Net Assets Or Fund Balances EOY796267NetAssetsOrFundBalancesEOY
Mission DescriptionTHE FUND PROVIDES ELIGIBLE MEMBERS AND THEIR DEPENDENTS WITH MEDICAL AND OTHER HEALTH BENEFITS.MissionDescription
Significant New Program Services0SignificantNewProgramServices
Significant Change0SignificantChange
Expense1009597Expense
DescriptionTO PROVIDE MEDICAL, DENTAL, VISION, LIFE AND ACCIDENTAL DEATH AND DISMEMBERMENT INSURANCE BENEFITS TO APPROXIMATELY 145 ELIGIBLE MEMBERS.Description
Total Program Service Expense1009597TotalProgramServiceExpense
Described In501 C30DescribedIn501C3
Schedule B Required0ScheduleBRequired
Political Activities0PoliticalActivities
Donor Advised Funds0DonorAdvisedFunds
Conservation Easements0ConservationEasements
Collections Of Art0CollectionsOfArt
Credit Counseling0CreditCounseling
Term Or Permanent Endowments0TermOrPermanentEndowments
Balance Sheet Amounts Reported1BalanceSheetAmountsReported
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 With10961NumberFormsTransmittedWith1096
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
Quid Pro Quo Contributions0QuidProQuoContributions
Form8282 Property Disposed Of0Form8282PropertyDisposedOf
Nbr Voting Governing Body Members6NbrVotingGoverningBodyMembers
Number Independent Voting Members6NumberIndependentVotingMembers
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 Policy1DocumentRetentionPolicy
Compensation Process CEO0CompensationProcessCEO
Compensation Process Other0CompensationProcessOther
Investment In Joint Venture0InvestmentInJointVenture
Upon RequestXUponRequest

The Books Are In Care Of TheBooksAreInCareOf

Name Business NameBusiness

FieldValueIRS element (for citing)
Business Name Line1BENEFIT PROGRAM ADMINISTRATIONBusinessNameLine1
FieldValueIRS element (for citing)
Telephone Number5624635000TelephoneNumber

Address US AddressUS

FieldValueIRS element (for citing)
Address Line113191 CROSSROADS PKWY NORTH SUITEAddressLine1
CityCITY OF INDUSTRYCity
StateCAState
ZIP Code91746ZIPCode
FieldValueIRS element (for citing)
No Listed Persons CompensatedXNoListedPersonsCompensated

Form990 Part VII Section A Form990PartVIISectionA (7 entries)

TitleTitleAverage Hours Per WeekAverageHoursPerWeekIndividual Trustee Or DirectorIndividualTrusteeOrDirectorReportable Comp From OrganizationReportableCompFromOrganizationReportable Comp From Related OrgsReportableCompFromRelatedOrgsOther CompensationOtherCompensation
SERGIO MEDINA
TRUSTEE2.00X000
EDWARD RADA
TRUSTEE2.00X000
MICHAEL DEMARTINI
TRUSTEE2.00X000
TOM SHEPPARD
TRUSTEE2.00X000
GEORGE SOVIAK
TRUSTEE2.00X000
JEFF LOEB
TRUSTEE2.00X000
MICHAEL THOMPSON
TRUSTEE2.00X000
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 CONTRIBUTIONS900099786834786834
EMPLOYEE CONTRIBUTIONS9000998816188161
FieldValueIRS element (for citing)
Total Program Service Revenue874995TotalProgramServiceRevenue

Investment Income InvestmentIncome

FieldValueIRS element (for citing)
Total Revenue Column22493TotalRevenueColumn
Related Or Exempt Function Income22493RelatedOrExemptFunctionIncome

Gross Amount Sales Assets GrossAmountSalesAssets

FieldValueIRS element (for citing)
Securities463678Securities

Less Cost Oth Basis Sales Expenses LessCostOthBasisSalesExpenses

FieldValueIRS element (for citing)
Securities466932Securities

Gain Or Loss GainOrLoss

FieldValueIRS element (for citing)
Securities-3254Securities

Net Gain Or Loss Investments NetGainOrLossInvestments

FieldValueIRS element (for citing)
Total Revenue Column-3254TotalRevenueColumn
Related Or Exempt Function Income-3254RelatedOrExemptFunctionIncome

Total Revenue TotalRevenue

FieldValueIRS element (for citing)
Total Revenue Column894234TotalRevenueColumn
Related Or Exempt Function Income894234RelatedOrExemptFunctionIncome
Unrelated Business Revenue0UnrelatedBusinessRevenue
Exclusion$0ExclusionAmount

Benefits To Members BenefitsToMembers

FieldValueIRS element (for citing)
Total966752Total
Program Services966752ProgramServices

Fees For Services Legal FeesForServicesLegal

FieldValueIRS element (for citing)
Total750Total
Management And General750ManagementAndGeneral

Fees For Services Accounting FeesForServicesAccounting

FieldValueIRS element (for citing)
Total3606Total
Management And General3606ManagementAndGeneral

Office Expenses OfficeExpenses

FieldValueIRS element (for citing)
Total3803Total
Program Services3803ProgramServices

Conferences Meetings ConferencesMeetings

FieldValueIRS element (for citing)
Total2471Total
Program Services2471ProgramServices

Insurance Insurance

FieldValueIRS element (for citing)
Total4117Total
Program Services4117ProgramServices

Other Expenses OtherExpenses

FieldValueIRS element (for citing)
DescriptionADMINISTRATIVEDescription
Total32454Total
Program Services32454ProgramServices

Total Functional Expenses TotalFunctionalExpenses

FieldValueIRS element (for citing)
Total1013953Total
Program Services1009597ProgramServices
Management And General4356ManagementAndGeneral
Fundraising0Fundraising

Cash Non Interest Bearing CashNonInterestBearing

FieldValueIRS element (for citing)
BOY12226BOY
EOY12174EOY

Savings And Temp Cash Investments SavingsAndTempCashInvestments

FieldValueIRS element (for citing)
BOY403607BOY
EOY349582EOY

Accounts Receivable AccountsReceivable

FieldValueIRS element (for citing)
BOY67906BOY
EOY65549EOY

Prepaid Expenses Deferred Charges PrepaidExpensesDeferredCharges

FieldValueIRS element (for citing)
BOY2053BOY
EOY7116EOY

Investments Pub Traded Securities InvestmentsPubTradedSecurities

FieldValueIRS element (for citing)
BOY688103BOY
EOY723716EOY

Total Assets TotalAssets

FieldValueIRS element (for citing)
BOY1173895BOY
EOY1158137EOY

Accounts Payable Accrued Expenses AccountsPayableAccruedExpenses

FieldValueIRS element (for citing)
BOY2979BOY
EOY3406EOY

Other Liabilities OtherLiabilities

FieldValueIRS element (for citing)
BOY316753BOY
EOY358464EOY

Total Liabilities TotalLiabilities

FieldValueIRS element (for citing)
BOY319732BOY
EOY361870EOY
FieldValueIRS element (for citing)
Do Not Follow SFAS117XDoNotFollowSFAS117

Cap Stck Trst Prin Current Funds CapStckTrstPrinCurrentFunds

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Paid In Cap Srpls Land Bldg Eqp Fund PaidInCapSrplsLandBldgEqpFund

FieldValueIRS element (for citing)
BOY0BOY
EOY0EOY

Retained Earnings Endowment Etc RetainedEarningsEndowmentEtc

FieldValueIRS element (for citing)
BOY854163BOY
EOY796267EOY

Total Net Assets Fund Balances TotalNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY854163BOY
EOY796267EOY

Total Liab Net Assets Fund Balances TotalLiabNetAssetsFundBalances

FieldValueIRS element (for citing)
BOY1173895BOY
EOY1158137EOY
FieldValueIRS element (for citing)
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 Liabilities OtherLiabilities

FieldValueIRS element (for citing)
DescriptionBENEFIT OBLIGATIONS PAYABLEDescription
Amount$358,464Amount
FieldValueIRS element (for citing)
Total Of Amounts358464TotalOfAmounts
Total Revenue894234TotalRevenue
Total Expenses1013953TotalExpenses
Excess Or Deficit For Year-119719ExcessOrDeficitForYear
Net Unrealized GL On Investments61823NetUnrealizedGLOnInvestments
Total Adjustments61823TotalAdjustments
Excess Or Deficit Per FS-57896ExcessOrDeficitPerFS
Tot Revenue Etc Audited Fincl Stmt956057TotRevenueEtcAuditedFinclStmt
Net Unrealized Gains Investments61823NetUnrealizedGainsInvestments
Revenue Not Rptd F99061823RevenueNotRptdF990
Revenue Subtotal894234RevenueSubtotal
Revenue Not Rptd On Fin Stmt0RevenueNotRptdOnFinStmt
Total Revenue Per Form990894234TotalRevenuePerForm990
Tot Expenses Etc Audited Fincl Stmt972242TotExpensesEtcAuditedFinclStmt
Expenses Not Rptd F9900ExpensesNotRptdF990
Expenses Subtotal972242ExpensesSubtotal
Other Expenses Not Included41711OtherExpensesNotIncluded
Expenses Not Rptd On Fin Stmt41711ExpensesNotRptdOnFinStmt
Total Expenses Per Form9901013953TotalExpensesPerForm990

Form990 Schedule D Part XIV Form990ScheduleDPartXIV

FieldValueIRS element (for citing)
IdentifierPart XIII, Line 4b - Other Adjustments:Identifier
ExplanationCHANGE IN BENEFIT LIABILITYExplanation

Schedule O IRS990ScheduleO

General Explanation GeneralExplanation (2 entries)

IdentifierIdentifierExplanationExplanation
Form 990, Part VI, Section B, line 11THE FORM 990 WAS PROVIDED TO MANAGEMENT FOR REVIEW PRIOR TO FILING.
Form 990, Part VI, Section C, line 19THE FORM 990 IS AVAILABLE FOR REVIEW AT THE ADMINISTRATORS OFFICE BY APPOINTMENT ONLY.

Schedule R IRS990ScheduleR

Form990 Schedule R Part II Form990ScheduleRPartII

Name Of Disregarded Entity NameOfDisregardedEntity

FieldValueIRS element (for citing)
Business Name Line1TREASURERS AND TICKET SELLERS IATSE LOCAL 857BusinessNameLine1

Address US AddressUS

FieldValueIRS element (for citing)
Address Line113245 RIVERSIDE DRIVEAddressLine1
CitySHERMAN OAKSCity
StateCAState
ZIP Code91423ZIPCode
FieldValueIRS element (for citing)
EIN951998496EIN
Primary ActivitiesREPRESENTATION FOR UNION MEMBERSPrimaryActivities
Legal Domicile StateCALegalDomicileState
Exempt Code Section501(C)(5)ExemptCodeSection
Public Charity StatusN/APublicCharityStatus
Direct Controlling Entity NAN/ADirectControllingEntityNA
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 Orgs0RentalOfFacilitiesFrOtherOrgs
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

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