Form 990-EZ, Part I, Line 4 - Other Investment Income
“Description: Mutual Fund Earnings. Amount: 6,328.”
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Balance Sheet
Assets
Down$0
Down $522,471 (-100%) from 2013
Net Assets
Down$0
Down $482,309 (-100%) from 2013
Liabilities
Down$0
Down $40,162 (-100%) from 2013
Revenue And Expenses
Revenue
Down$85,818
Down $24,004 (-22%) from 2013
Expenses
Up$621,578
Up $601,281 (+2962%) from 2013
Net Income
Down-$535,760
Down $625,285 (-698%) from 2013
Historical Trend
Jump To
Filing Snapshot
- Filing Period
- Jul 1, 2014 to Sep 1, 2014
- Signed
- Jan 12, 2015
- Return Version
- 2014v5.0
- Gross Receipts
- $85,818
Mission and Program Overview
Mission
Provide health and welfare benefits to eligible participants and their dependents.
Program Services
| Description | Grants | Expenses |
|---|---|---|
| Provide health and welfare benefits to eligible participants and their dependents. | $0 | $0 |
Compensation and Service Providers
Employees
| Name | Title | Full / Part Time | Base | Other | Total |
|---|---|---|---|---|---|
| Lucien Clark | Chairman | - | $0 | - | - |
| Kevin Smith | Secretary | - | $0 | - | - |
| Toby Landry | Trustee | - | $0 | - | - |
Filing and Contact Details
Filer
- Filer Name
- Insulators Local 112 Health and Welfare Fund
- EIN
- 72-6035885
- Phone
- 3374742298
- Address
- 2126 Oak Park Blvd, Lake Charles, LA 70601
Signing Officer
- Name
- Kevin Smith
- Title
- Secretary
- Phone
- 3374742298
- Signed
- 2015-01-12
- Discuss with paid preparer
- Yes
Preparer
- Firm
- Needles & Associates LLC
- Address
- 350 Interlocken Blvd STE 220, Broomfield, CO 80021
- Preparer
- Kurt Needles
- Phone
- 3034304225
Supplemental Narrative
Additional Explanations
Form 990-EZ, Part I, Line 8 - Other Revenue
“Description: Misc.. Amount: 904. Description: Change in Hour Bank and IBNR. Amount: 64,728. Total to Form 990-EZ, line 8: 65,632.”
Form 990-EZ, Part I, Line 16 - Other Expenses
“Description: Misc.. Amount: 665. Description: Wage and Fringe Reimbursement. Amount: 199. Description: Depreciation. Amount: 45. Description: Transfer of assets to the Southwest Health Benefit Fund (EIN: 75-6012126). Amount: 601,792. Total to Form 990-EZ, line 16: 602,701.”
Form 990-EZ, Part II, Line 24 - Other Assets
“Description: Accounts Receivable. Beg. of Year Amount: 9,048. End of Year Amount: 0. Description: Prepaid Insurance. Beg. of Year Amount: 6,257. End of Year Amount: 0. Description: Other Depreciable Assets. Beg. of Year Amount: 674. End of Year Amount: 0.”
Form 990-EZ, Part II, Line 26 - Other Liabilities
“Description: Accounts Payable. Beg. of Year Amount: 9,110. End of Year Amount: 0. Description: Claims Incurred but Not Reported. Beg. of Year Amount: 13,000. End of Year Amount: 0. Description: Hour Bank. Beg. of Year Amount: 51,728. End of Year Amount: 0.”
Raw XML Appendix140 raw XML fields
This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.
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|---|---|---|
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| IRS990EZ/BenefitsPaidToOrForMembersAmt | 0 | 17869 |
| IRS990EZ/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt | 0 | Board of Trustees |
| IRS990EZ/BooksInCareOfDetail/PhoneNum | 0 | 3374742298 |
| IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt | 0 | 2126 Oak Park Blvd |
| IRS990EZ/BooksInCareOfDetail/USAddress/CityNm | 0 | Lake Charles |
| IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd | 0 | LA |
| IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd | 0 | 70601 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt | 0 | 593619 |
| IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt | 0 | 0 |
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| IRS990EZ/ExcessOrDeficitForYearAmt | 0 | -535760 |
| IRS990EZ/FeesAndOtherPymtToIndCntrctAmt | 0 | 685 |
| IRS990EZ/FinalReturnInd | 0 | X |
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| IRS990EZ/ForeignOfficeInd | 0 | 0 |
| IRS990EZ/Form990TotalAssetsGrp/BOYAmt | 0 | 609598 |
| IRS990EZ/Form990TotalAssetsGrp/EOYAmt | 0 | 0 |
| IRS990EZ/GrossReceiptsAmt | 0 | 85818 |
| IRS990EZ/InfoInScheduleOPartIIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartIInd | 0 | X |
| IRS990EZ/InfoInScheduleOPartVInd | 0 | X |
| IRS990EZ/InvestmentIncomeAmt | 0 | 6328 |
| IRS990EZ/MadeLoansToFromOfficersInd | 0 | 0 |
| IRS990EZ/MethodOfAccountingCashInd | 0 | X |
| IRS990EZ/NetAssetsOrFundBalancesBOYAmt | 0 | 535760 |
| IRS990EZ/NetAssetsOrFundBalancesEOYAmt | 0 | 0 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt | 0 | 535760 |
| IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 0 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 1 | 1.00 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt | 2 | 1.00 |
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| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 0 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 1 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt | 2 | 0 |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 0 | Lucien Clark |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 1 | Kevin Smith |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm | 2 | Toby Landry |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 0 | Chairman |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 1 | Secretary |
| IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt | 2 | Trustee |
| IRS990EZ/OperateHospitalInd | 0 | 0 |
| IRS990EZ/Organization501cInd | 0 | X |
| IRS990EZ/OrganizationDissolvedEtcInd | 0 | 1 |
| IRS990EZ/OrganizationHadUBIInd | 0 | 0 |
| IRS990EZ/OtherAssetsTotalDetail/BOYAmt | 0 | 15979 |
| IRS990EZ/OtherAssetsTotalDetail/EOYAmt | 0 | 0 |
| IRS990EZ/OtherChangesInNetAssetsAmt | 0 | 0 |
| IRS990EZ/OtherExpensesTotalAmt | 0 | 602701 |
| IRS990EZ/OtherRevenueTotalAmt | 0 | 65632 |
| IRS990EZ/PoliticalCampaignActyInd | 0 | 0 |
| IRS990EZ/PrimaryExemptPurposeTxt | 0 | Provide health and welfare benefits to eligible participants and their dependents. |
| IRS990EZ/PrintingPublicationsPostageAmt | 0 | 323 |
| IRS990EZ/ProgramServiceRevenueAmt | 0 | 13858 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt | 0 | Provide health and welfare benefits to eligible participants and their dependents. |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt | 0 | 0 |
| IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt | 0 | 0 |
| IRS990EZ/ProhibitedTaxShelterTransInd | 0 | 0 |
| IRS990EZ/RelatedOrganizationCtrlEntInd | 0 | 0 |
| IRS990EZ/ScheduleBNotRequiredInd | 0 | X |
| IRS990EZ/SubjectToProxyTaxInd | 0 | 0 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt | 0 | 73838 |
| IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt | 0 | 0 |
| IRS990EZ/TanningServicesProvidedInd | 0 | 0 |
| IRS990EZ/TotalExpensesAmt | 0 | 621578 |
| IRS990EZ/TotalRevenueAmt | 0 | 85818 |
| IRS990EZ/TypeOfOrganizationTrustInd | 0 | X |
| IRS990EZ/WebsiteAddressTxt | 0 | N/A |
| IRS990ScheduleN/AssetsDistributedInd | 0 | 1 |
| IRS990ScheduleN/AttorneyGeneralNotifiedInd | 0 | 0 |
| IRS990ScheduleN/BondsOutstandingInd | 0 | 0 |
| IRS990ScheduleN/DirectorOfSuccessorInd | 0 | 1 |
| IRS990ScheduleN/EmployeeOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/LiabilitiesPaidInd | 0 | 1 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/AssetsDistriOrExpnssPaidDesc | 0 | Cash and investments transferred to the Southwest Health Benefit Fund. |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/BusinessName/BusinessNameLine1Txt | 0 | Southwest Health Benefit Fund |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/DistributionDt | 0 | 2014-09-01 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/EIN | 0 | 756012126 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/FairMarketValueOfAssetAmt | 0 | 601792 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/IRCSectionTxt | 0 | 501(c)9 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/MethodOfFMVDeterminationTxt | 0 | Cash stated at fair value, which equates with cost. Market value of investments provided by SEI Private Trust Company. |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/AddressLine1Txt | 0 | 8841 Gulf Freeway STE 304 |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/CityNm | 0 | Houston |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/StateAbbreviationCd | 0 | TX |
| IRS990ScheduleN/LiquidationOfAssetsTableGrp/LiquidationOfAssetsDetail/USAddress/ZIPCd | 0 | 77017 |
| IRS990ScheduleN/OwnerOfSuccessorInd | 0 | 0 |
| IRS990ScheduleN/ReceiveCompensationInd | 0 | 0 |
| IRS990ScheduleN/RequiredToNotifyAGInd | 0 | 0 |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 0 | Person(s) Involved: Kevin Smith |
| IRS990ScheduleN/SupplementalInformationDetail/ExplanationTxt | 1 | Explanation of Involvement: Kevin Smith is a trustee of the Southwest Health Benefit Fund. |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Part I, Line 2e: |
| IRS990ScheduleN/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Part I, Line 2e: |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 0 | Description: Mutual Fund Earnings. Amount: 6,328. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 1 | Description: Misc.. Amount: 904. Description: Change in Hour Bank and IBNR. Amount: 64,728. Total to Form 990-EZ, line 8: 65,632. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 2 | Description: Misc.. Amount: 665. Description: Wage and Fringe Reimbursement. Amount: 199. Description: Depreciation. Amount: 45. Description: Transfer of assets to the Southwest Health Benefit Fund (EIN: 75-6012126). Amount: 601,792. Total to Form 990-EZ, line 16: 602,701. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 3 | Description: Accounts Receivable. Beg. of Year Amount: 9,048. End of Year Amount: 0. Description: Prepaid Insurance. Beg. of Year Amount: 6,257. End of Year Amount: 0. Description: Other Depreciable Assets. Beg. of Year Amount: 674. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt | 4 | Description: Accounts Payable. Beg. of Year Amount: 9,110. End of Year Amount: 0. Description: Claims Incurred but Not Reported. Beg. of Year Amount: 13,000. End of Year Amount: 0. Description: Hour Bank. Beg. of Year Amount: 51,728. End of Year Amount: 0. |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 0 | Form 990-EZ, Part I, Line 4 - Other Investment Income |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 1 | Form 990-EZ, Part I, Line 8 - Other Revenue |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 2 | Form 990-EZ, Part I, Line 16 - Other Expenses |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 3 | Form 990-EZ, Part II, Line 24 - Other Assets |
| IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc | 4 | Form 990-EZ, Part II, Line 26 - Other Liabilities |
| TransferPrsnlBnftContractsDecl/DeclarationDesc | 0 | The organization did not, during the year, receive any funds, directly,or indirectly, to pay premiums on a personal benefit contract.The organization, did not, during the year, pay any premiums, directly,or indirectly, on a personal benefit contract. |
| ReturnHeader/BuildTS | 0 | 2016-02-25 16:41:14Z |
| ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd | 0 | 1 |
| ReturnHeader/BusinessOfficerGrp/PersonNm | 0 | Kevin Smith |
| ReturnHeader/BusinessOfficerGrp/PersonTitleTxt | 0 | Secretary |
| ReturnHeader/BusinessOfficerGrp/PhoneNum | 0 | 3374742298 |
| ReturnHeader/BusinessOfficerGrp/SignatureDt | 0 | 2015-01-12 |
| ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt | 0 | Insulators Local 112 Health and Welfare Fund |
| ReturnHeader/Filer/BusinessNameControlTxt | 0 | INSU |
| ReturnHeader/Filer/EIN | 0 | 726035885 |
| ReturnHeader/Filer/PhoneNum | 0 | 3374742298 |
| ReturnHeader/Filer/USAddress/AddressLine1Txt | 0 | 2126 Oak Park Blvd |
| ReturnHeader/Filer/USAddress/CityNm | 0 | Lake Charles |
| ReturnHeader/Filer/USAddress/StateAbbreviationCd | 0 | LA |
| ReturnHeader/Filer/USAddress/ZIPCd | 0 | 70601 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmEIN | 0 | 510435869 |
| ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt | 0 | Needles & Associates LLC |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt | 0 | 350 Interlocken Blvd STE 220 |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm | 0 | Broomfield |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd | 0 | CO |
| ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd | 0 | 80021 |
| ReturnHeader/PreparerPersonGrp/PhoneNum | 0 | 3034304225 |
| ReturnHeader/PreparerPersonGrp/PreparationDt | 0 | 2015-02-19 |
| ReturnHeader/PreparerPersonGrp/PreparerPersonNm | 0 | Kurt Needles |
| ReturnHeader/ReturnTs | 0 | 2015-02-19T09:48:50-06:00 |
| ReturnHeader/ReturnTypeCd | 0 | 990EZ |
| ReturnHeader/TaxPeriodBeginDt | 0 | 2014-07-01 |
| ReturnHeader/TaxPeriodEndDt | 0 | 2014-09-01 |
| ReturnHeader/TaxYr | 0 | 2014 |
Document Assets
No mirrored PDF or thumbnail assets are attached yet.
Filings
Displayed year
2014 • Form 990EZDetailed filing. Detailed filing data is available for this year.
- Assets
- $0
- Liabilities
- $0
- Net assets
- $0
- Revenue
- $85,818
- Expenses
- $621,578
- Net income
- -$535,760