Hawaii Tapers Health And Welfare Trust Fund in Honolulu, Hawaii (HI)

Table of contents:

Organization representatives - add corrected or new information about Hawaii Tapers Health And Welfare Trust Fund »

Non-representatives - add comments about Hawaii Tapers Health And Welfare Trust Fund»

Hawaii Tapers Health And Welfare Trust Fund
Employer Identification Number (EIN)990213908
Name of OrganizationHawaii Tapers Health And Welfare Trust Fund
Address222 Vineyard St Ph 4, Honolulu, HI 96813-2456
ActivitiesSick, accident, death, or similar benefits
SubsectionVoluntary Employees' Beneficiary Association (Non-Govt. Emps.)
Ruling Date07/1982
DeductibilityContributions are not deductible
FoundationAll organizations except 501(c)(3)
OrganizationTrust
Exempt Organization StatusUnconditional Exemption
Tax Period12/2011
Assets$5,000,000 to $9,999,999
Income$1,000,000 to $4,999,999
Filing Requirement990 (all other) or 990EZ return
Asset Amount$8,700,558
Amount of Income$4,933,379
Form 990 Revenue Amount$2,517,471
National Taxonomy of Exempt Entities (NTEE)Mutual/Membership Benefit Organizations, Other: Voluntary Employees Beneficiary Associations (Non-Government)


Non-representatives - add comments:


CAPTCHA

Your IP address 54.211.95.201 will be logged.

Amount of income in 2011: $4,933,379
This organization: 

 $4,933,379
Other organizations performing similar types of work: 

 $15,570,795

Assets in 2011: $8,700,558
Hawaii Tapers Health And Welfare Trust Fund: 

 $8,700,558
Other organizations performing similar types of work: 

 $11,472,741

Expenses in 2002: $1,190,610
Hawaii Tapers Health And Welfare Trust Fund: 

 $1,190,610
Other organizations performing similar types of work: 

 $9,889,885

Income to expenses ratio in 2002: 1.3
Hawaii Tapers Health And Welfare Trust Fund: 

 1.3
Other organizations performing similar types of work: 

 1.0

Financial snapshot ($)

Revenue for 2002

Assets at end of 2002

Income-Producing Activities for 2002

Revenue, Expenses, and Changes in Net Assets or Fund Balances
200020012002
Total revenue$1,397,341$1,544,116$1,529,108
Contributions, gifts, grants, and similar amounts received$0$0$0
Contributions to donor advised funds
Direct public support$0$0$0
Indirect public support$0$0$0
Government contributions (grants)$0$0$0
Program service revenue including government fees and contracts$1,302,141$1,401,128$1,433,856
Membership dues and assessments$0$0$0
Interest on savings and temporary cash investments$136,376$155,866$159,075
Dividends and interest from securities$2,690$5,592$6,678
Net rental income or (loss)$0$0$0
Gross rents$0$0$0
Less: rental expenses$0$0$0
Other investment income$20,809$49,714$-13,683
Gain or (loss) from sales of assets other than inventory$-64,675$-68,184$-56,818
Gross amount from sales of assets other than inventory$862,207$680,559$1,494,690
Less: cost or other basis and sales expenses$926,882$748,743$1,551,508
Net income or (loss) from special events and activities$0$0$0
Gross revenue$0$0$0
Less: direct expenses other than fundraising expenses$0$0$0
Gross profit or (loss) from sales of inventory$0$0$0
Gross sales of inventory, less returns and allowances$0$0$0
Less: cost of goods sold$0$0$0
Other revenue$0$0$0
Total expenses$992,084$976,987$1,190,610
Program services$0$0$0
Management and general$0$0$0
Fundraising$0$0$0
Payments to affiliates$0$0$0
Net assets or fund balances at end of year$3,342,991$3,910,120$4,248,618
Excess or (deficit) for the year$405,257$567,129$338,498
Net assets or fund balances at beginning of year$2,937,734$3,342,991$3,910,120
Other changes in net assets or fund balances$0$0$0
Statement of Functional Expenses (for 2002)
TotalProgram servicesManagement and generalFundraising
Total functional expenses$1,190,610$0$0$0
Grants paid from donor advised funds
Other grants and allocations$0
Specific assistance to individuals$0
Benefits paid to or for members$1,052,923
Compensation of current officers, directors, key employees, etc.$0$0$0$0
Compensation of former officers, directors, key employees, etc.
Compensation and other distributions, not included above, to disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Salaries and wages of employees not included above$0$0$0$0
Pension plan contributions not included above$0$0$0$0
Employee benefits not included above$0$0$0$0
Payroll taxes$0$0$0$0
Professional fundraising fees$0$0$0$0
Accounting fees$17,339$0$0$0
Legal fees$9,347$0$0$0
Supplies$0$0$0$0
Telephone$0$0$0$0
Postage and shipping$0$0$0$0
Occupancy$0$0$0$0
Equipment rental and maintenance$0$0$0$0
Printing and publications$2,176$0$0$0
Travel$0$0$0$0
Conferences, conventions, and meetings$636$0$0$0
Interest$0$0$0$0
Depreciation, depletion, etc.$0$0$0$0
Other expenses not covered above$108,189$0$0$0
Balance Sheets
200020012002
Total assets$3,365,239$3,910,738$4,251,020
Cash - non-interest-bearing$0$0$0
Savings and temporary cash investments$1,445,372$667,557$661,291
Accounts receivable less allowance for doubtful accounts$150,042$192,324$181,172
Pledges receivable less allowance for doubtful accounts$0$0$0
Grants receivable$0$0$0
Receivables from current and former officers, directors, trustees, and key employees$0$0$0
Receivables from other disqualified persons (as defined under section 4958(f)(1)) and persons described in section 4958(c)(3)(B)
Other notes and loans receivable less allowance for doubtful accounts$0$0$0
Inventories for sale or use$0$0$0
Prepaid expenses and deferred charges$2,013$1,173$894
Investments - publicly-traded securities
Investments - other securities$1,760,574$2,917,851$3,373,507
Investments - land, buildings, and equipment less accumulated depreciation$0$0$0
Investments - other$0$0$0
Land, buildings, and equipment less accumulated depreciation$0$0$0
Other assets, including program-related investments$7,238$131,833$34,156
Total liabilities$22,248$618$2,402
Accounts payable and accrued expenses$954$618$2,402
Grants payable$0$0$0
Deferred revenue$0$0$0
Loans from officers, directors, trustees, and key employees$0$0$0
Tax-exempt bond liabilities$0$0$0
Mortgages and other notes payable$0$0$0
Other liabilities$21,294$0$0
Total liabilities and net assets/fund balances$3,365,239$3,910,738$4,251,020
Total net assets or fund balances$3,342,991$3,910,120$4,248,618
Reconciliation of Revenue per Audited Financial Statements With Revenue per Return
200020012002
Total revenue$1,397,341$1,544,116$1,529,108
Total revenue, gains, and other support per audited financial statements$1,397,341$1,544,116$1,529,108
Other expenses$0$0$0
Net unrealized gains on investments$0$0$0
Donated services and use of facilities$0$0$0
Recoveries of prior year grants$0$0$0
Other$0$0$0
Other revenue$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Reconciliation of Expenses per Audited Financial Statements With Expenses per Return
200020012002
Total expenses$992,084$976,987$1,190,610
Total expenses and losses per audited financial statements$992,084$976,987$1,190,610
Other revenue$0$0$0
Donated services and use of facilities$0$0$0
Prior year adjustments$0$0$0
Losses$0$0$0
Other$0$0$0
Other expenses$0$0$0
Investment expenses$0$0$0
Other$0$0$0
Current Officers, Directors, Trustees, and Key Employees
Total number of officers, directors, and trustees permitted to vote on organization business at board meetings0
Are any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, related to each other through family or business relationships?
Do any officers, directors, trustees, or key employees listed in Form 990, Part V-A, or highest compensated employees listed in Schedule A, Part I, or highest compensated professional and other independent contractors listed in Schedule A, Part II-A or II-B, receive compensation from any other organizations, whether tax exempt or taxable, that are related to the organization?
Does the organization have a written conflict of interest policy?
Other Information
Did the organization have unrelated business gross income of $1,000 or more during the year covered by this return, and has it filed a tax return on Form 990-T for this year?No
Was there a liquidation, dissolution, termination, or substantial contraction during the year?No
Is the organization related (other than by association with a statewide or nationwide organization) through common membership, governing bodies, trustees, officers, etc., to any other exempt or nonexempt organization?Yes
Direct and indirect political expenditures$0
Did the organization file Form 1120-POL for this year?No
Were substantially all dues nondeductible by members?
Did the organization make only in-house lobbying expenditures of $2,000 or less?
Dues, assessments, and similar amounts from members$0
Section 162(e) lobbying and political expenditures$0
Aggregate nondeductible amount of section 6033(e)(1)(A) dues notices$0
Taxable amount of lobbying and political expenditures$0
Does the organization elect to pay the section 6033(e) tax on the amount above?
If section 6033(e)(1)(A) dues notices were sent, does the organization agree to add the amount above to its reasonable estimate of dues allocable to nondeductible lobbying and political expenditures for the following tax year?
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities$0
At any time during the year, did the organization, directly or indirectly, own a controlled entity within the meaning of section 512(b)(13)?
Amount of tax imposed on the organization during the year under: section 4911$0
Amount of tax imposed on the organization during the year under: section 4912$0
Amount of tax imposed on the organization during the year under: section 4955$0
Did the organization engage in any section 4958 excess benefit transaction during the year or did it become aware of an excess benefit transaction from a prior year?
Amount of tax imposed on the organization managers or disqualified persons during the year under sections 4912, 4955, and 4958$0
Amount of tax above, reimbursed by the organization$0
At any time during the tax year, was the organization a party to a prohibited tax shelter transaction?
Did the organization acquire a direct or indirect interest in any applicable insurance contract?
Did the supporting organization, or a fund maintained by a sponsoring organization, have excess business holdings at any time during the year?
Number of employees employed in the pay period that includes March 12, 20060
Analysis of Income-Producing Activities (for 2002)
Unrelated business incomeExcluded by section 512, 513, or 514Related or exempt function income
Business codeAmountExclusion codeAmount
Total$0$108,935$1,420,173
Program service revenue
Program service revenue 1000000$000$0$1,389,518
Program service revenue 2000000$000$0$44,321
Program service revenue 3000000$000$0$17
Program service revenue 4000000$000$0$0
Program service revenue 5000000$000$0$0
Medicare/Medicaid payments000000$000$0$0
Fees and contracts from government agencies000000$000$0$0
Membership dues and assessments000000$000$0$0
Interest on savings and temporary cash investments000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$159,075$0
Dividends and interest from securities000000$0Dividends, interest, payments with respect to securities loans, annuities, income from notional principal contracts, loan commitment fees, and other substantially similar income from ordinary and routine investments excluded by section 512(b)(1)$6,678$0
Net rental income or (loss) from real estate
debt-financed property000000$000$0$0
not debt-financed property000000$000$0$0
Net rental income or (loss) from personal property000000$000$0$0
Other investment income000000$000$0$-13,683
Gain or (loss) from sales of assets other than inventory000000$0Gain (or loss, to the extent allowed) from the sale of investments and other non-inventory property and from certain property acquired from financial institutions that are in conservatorship or receivership (sections 512(b)(5) and 512(b)(16)(A))$-56,818$0
Net income or (loss) from special events000000$000$0$0
Gross profit or (loss) from sales of inventory000000$000$0$0
Other revenue000000$000$0$0
Information Regarding Taxable Subsidiaries and Disregarded Entities (for 2002)
EIN of corporation, partnership, or disregarded entityPercentage of ownership interestTotal incomeEnd-of-year assets
0%$0$0
0%$0$0
0%$0$0
0%$0$0
Compensation of the Five Highest Paid Employees Other Than Officers, Directors, and Trustees (for 2002)
CompensationContributions to employee benefit plans & deferred compensationExpense account and other allowances
$0$0$0
$0$0$0
$0$0$0
$0$0$0
$0$0$0
Total number of other employees paid over $50,0000
Statements About Activities (for 2002)
Expenses paid or incurred in connection with the lobbying activities$0
Did the organization receive or hold an easement for conservation purposes, including easements to preserve open space, the environment, historic land areas or historic structures?
Did the organization provide credit counseling, debt management, credit repair, or debt negotiation services?
Did the organization maintain any donor advised funds?
Did the organization make any taxable distributions under section 4966?
Did the organization make a distribution to a donor, donor advisor, or related person?
Enter the total number of donor advised funds owned at the end of the tax year
Enter the aggregate value of assets held in all donor advised funds owned at the end of the tax year
Enter the total number of separate funds or accounts owned at the end of the tax year (excluding donor advised funds included above) where donors have the right to provide advice on the distribution or investment of amounts in such funds or accounts
Enter the aggregate value of assets held in all funds or accounts included above at the end of the tax year
Reason for Non-Private Foundation Status
The organization is not a private foundation because it is
Support Schedule
199920002001
Total$0$0$0
Gifts, grants, and contributions received$0$0$0
Membership fees received$0$0$0
Gross receipts from admissions, merchandise sold or services performed, or furnishing of facilities in any activity that is related to the organization's charitable, etc., purpose$0$0$0
Gross income from interest, dividends, amounts received from payments on securities loans (section 512(a)(5)), rents, royalties, and unrelated business taxable income (less section 511 taxes) from businesses acquired by the organization after June 30, 1975$0$0$0
Net income from unrelated business activities not included above$0$0$0
Tax revenues levied for the organization's benefit and either paid to it or expended on its behalf$0$0$0
The value of services or facilities furnished to the organization by a governmental unit without charge. Do not include the value of services or facilities generally furnished to the public without charge$0$0$0
Other income$0$0$0
Lobbying Expenditures by Electing Public Charities (for 2002)
Total exempt purpose expenditures$0
Total lobbying expenditures$0
Total lobbying expenditures to influence public opinion (grassroots lobbying)$0
Total lobbying expenditures to influence a legislative body (direct lobbying)$0
Other exempt purpose expenditures$0
Lobbying nontaxable amount$0
Grassroots nontaxable amount$0
Statements Regarding Other IRS Filings and Tax Compliance (for 2011)
Did the organization have unrelated business gross income of $1,000 or more during the year?No
Initiation fees and capital contributions$0
Gross receipts for public use of club facilities $0
Gross income from members or shareholders$0
Gross income from other sources$0
Statement of Revenue (for 2011)
Total revenue$2,517,471
Contributions, Gifts, Grants and Other Similar Amounts$0
Program Service Revenue$2,446,887
Other Revenue
Investment income (including dividends, interest, and other similar amounts)$12,609
Income from investment of tax-exempt bond proceeds$0
Royalties$0
Net rental income$0
Net gain from sales of assets other than inventory$2
Gross amount from sales of assets other than inventory (Securities / Other)$2,415,910 / $0
Less: cost or other basis and sales expenses (Securities / Other)$2,415,908 / $0
Gain or (loss) (Securities / Other)$2 / $0
Net income from fundraising events$0
Net income from gaming activities$0
Net income from sales of inventory$0
Miscellaneous Revenue$57,973
Statement of Functional Expenses (for 2011)
Total functional expenses$2,721,697
Compensation of current officers, directors, trustees, and key employees$0
Other salaries and wages$0
Payroll taxes$0
Professional fundraising services$0
Other$2,721,697
Balance Sheet (for 2011)
Total assets$8,700,558
Total liabilities$34,592
Tax-exempt bond liabilities$0
Secured mortgages and notes payable to unrelated third parties$0
Unsecured notes and loans payable to unrelated third parties$0
Other$34,592
Total net assets or fund balances$8,665,966
Retained earnings, endowment, accumulated income, or other funds$0
Reason for Public Charity Status (for 2011)
The organization is not a private foundation because it is:Not provided
Write your review!

Your Ratings

You can rate this nonprofit in different categories from 1 star (worst) to 5 stars (best) or leave category unrated

Program:
Fundraising:
Expenses:
Transparency:

Your Review


Would you recommend Hawaii Tapers Health And Welfare Trust Fund to others? (optional)
  
Add photo of Hawaii Tapers Health And Welfare Trust Fund (optional)

About You

Your nickname:

Optional Verification

(additional info to increase the weight and the placement of your review and ratings)

Sign in with Twitter
Real Name:
Email (won't be published):
Date and time of your visit to this nonprofit:
Phone number (won't be published):
Leave your signature»

Sweepstakes

Special limited-time promotion! Submit your review for a chance to win $500 in our sweepstakes!



Your email address (you will not be contacted unless you win, we do not sell your email address or send any spam):


Recently Added Reviews
Hui O Hee Nalu in Wahiawa, HI
*****
Pop Warner Little Scholars Inc, Kailua Mustang Pop Warner in Kailua, HI
Out-Back Wildlife Rehabilitation Center in Ottawa Lake, MI
Wiccan Religious Cooperative Of Florida Inc, Orlando Pagan Collective in Orlando, FL
***
Blessed Basket Of Galveston County in San Leon, TX
Animal Alliance Welfare League Inc in New Britain, CT
***
Saved By Grace Transitional Housing in Detroit, MI
***•
Lifeline Animal Rescue Inc in Warren, NJ
****
Push For The Path in Yorkville, IL
*
Holy Trinity Church & Ministry in Minneapolis, MN
****•
Organizations performing similar types of work
IdNameAddressStateEstablishedTotal Income
1Hawaii Laborers Health And Welfare Trust Fund1440 Kapiolani Blvd Ste 800, Honolulu, HI 96814-3613HI1970-08$211,313,754
2Afl Hotel & Restaurant Workers Health & Welfare Trust Fund560 N Nimitz Hwy Ste 209, Honolulu, HI 96817-5328HI1956-12$121,339,619
3Hawaii Electricians Health & Welfare Fund1935 Hau St Ste 300 # 300, Honolulu, HI 96819-5003HI1963-09$99,910,203
4Hawaii Carpenters Health & Welfare Trust Fund200 N Vineyard Blvd Ste 100, Honolulu, HI 96817-3938HI1970-08$76,909,404
5Teamsters Health And Welfare Trust Fund560 N Nimitz Hwy Ste 209, Honolulu, HI 96817-5328HI1960-03$70,567,628
6Hawaii Electricians Supplementary Unemployment Benefit Fund1935 Hau St Ste 300, Honolulu, HI 96819-5003HI1980-04$46,284,861
7Pamcah Ua Local 675 Health & Welfare Fund1109 Bethel St Ste 403, Honolulu, HI 96813-2218HI1969-03$39,762,176
8Sheet Metal Workers Health And Welfare Trust Fund1405 N King St Ste 403, Honolulu, HI 96817-4227HI1965-05$36,107,564
9Hawaii Iron Workers Health And Welfare Trust Fund94-497 Ukee St, Waipahu, HI 96797-4243HI1977-07$32,619,968
10Masons Health And Welfare Trust Fund2251 N School St, Honolulu, HI 96819-2539HI1970-08$30,139,481
11Hawaiian Electric Industries Inc Veba Pl For Bargaining Unit EmplysPO BOX 730, Honolulu, HI 96808-0730HI1996-10$29,617,213
12Hawaii Electricians Vacation And Holiday Fund1935 Hau Street, Honolulu, HI 96819-5003HI1969-03$27,102,620
13Hawaii Carpenters Vacation And Holiday Fund200 N Vineyard Blvd Ste 100, Honolulu, HI 96817-3938HI1980-01$19,054,630
14Hawaiian Electric Industries Inc Veba Pl For Nonbargaining Unit EmpPO BOX 730, Honolulu, HI 96808-0730HI1996-10$11,976,585
15Stevedore Industry Committee Welfare Benefit Tr, Guard Robert T Ttee1001 Bishop St Asb Tower Ste 700, Honolulu, HI 96813HI1994-05$11,494,022
16Carpet Linoleum And Soft Tile Local Union 1926 Health & Welfare Trust222 South Vineyard St No Ph4, Honolulu, HI 96813-2457HI1971-10$8,206,353
17Painting Industry Of Hawaii Health And Welfare Fund222 Vineyard St Ph 4, Honolulu, HI 96813-2456HI1966-03$5,949,719
18Painting Industry Of Hawaii Vacation Fund222 Vineyard St Ph 4, Honolulu, HI 96813-2456HI1969-06$5,211,573
19Hawaii Tapers Health And Welfare Trust Fund222 Vineyard St Ph 4, Honolulu, HI 96813-2456HI1982-07$4,933,379
20Pam Cah-U A Local 675 Vacation And Holiday Fund1109 Bethel St Ste 403, Honolulu, HI 96813-2218HI1970-08$4,717,855
Number of organizations performing similar types of work
Alaska4
Alabama13
Arkansas6
Arizona19
California217
Colorado18
Connecticut44
District of Columbia24
Delaware7
Florida38
Georgia43
Hawaii21
Iowa25
Idaho5
Illinois218
Indiana47
Kansas19
Kentucky23
Louisiana10
Massachusetts81
Maryland58
Maine4
Michigan96
Minnesota80
Missouri75
Mississippi6
Montana7
North Carolina45
North Dakota6
Nebraska12
New Hampshire5
New Jersey128
New Mexico3
Nevada18
New York325
Ohio132
Oklahoma12
Oregon38
Pennsylvania205
Rhode Island20
South Carolina6
South Dakota2
Tennessee46
Texas113
Utah16
Virginia28
Vermont1
Washington65
Wisconsin61
West Virginia12
Wyoming1
International1
Total2,509

faqs.org is not associated with, endorsed by, or sponsored by Hawaii Tapers Health And Welfare Trust Fund and has no official or unofficial affiliation with Hawaii Tapers Health And Welfare Trust Fund