Attach to Form 990 or 990-EZ.
Information about Schedule O (Form 990 or 990-EZ) and its instructions is at| Return Reference | Explanation |
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| FORM 990 PART I, LINE 1: ORGANIZATION'S MISSION | THE GENERAL PURPOSES AND OBJECTS OF THE FUND SHALL BE AS FOLLOWS: A) TO PROMOTE IMPROVED HEALTH AND SAFETY FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES; B) TO IDENTIFY, RESEARCH, COLLECT AND DISTRIBUTE INFORMATION ABOUT THE HEALTH AND SAFETY RISKS AND STATUS OF EMPLOYEES, RETIREES, AND THEIR FAMILIES, AND ABOUT THE EFFECTIVENESS OF MEASURES TO PROTECT AND IMPROVE THE HEALTH AND SAFETY OF EMPLOYEES AND THEIR FAMILIES; C) TO DEVELOP AND PROMOTE PROGRAMS TO PREVENT OR MINIMIZE DISEASE, INJURY AND PREMATURE DEATH AMONG EMPLOYEES, RETIREES, AND THEIR FAMILIES; D) TO PROMOTE EDUCATION OF EMPLOYEES, RETIREES, AND THEIR FAMILIES ABOUT HEALTH AND SAFETY ISSUES AND PROGRAMS; E) TO DEVELOP AND PROMOTE IMPROVEMENTS IN THE DELIVERY OF HEALTH CARE SERVICES FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY HEALTH CARE PROVIDERS AND HEALTH PLANS; F) TO PROMOTE THE EFFICIENT AND EFFECTIVE USE OF AVAILABLE HEALTH CARE PROGRAMS BY EMPLOYEES, RETIREES, AND THEIR FAMILIES; G) TO PROMOTE THE DEVELOPMENT, ADOPTION AND IMPROVEMENT OF HEALTH AND SAFETY PROGRAMS FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY EMPLOYEE BENEFIT PLANS, LIUNA, LIUNA AFFILIATES, EMPLOYERS, GOVERNMENTS, AND OTHER ORGANIZATIONS; H) TO FACILITATE THE FLOW OF INFORMATION AND COOPERATION AMONG EMPLOYEE BENEFIT PLANS COVERING EMPLOYEES, RETIREES, AND THEIR FAMILIES; I) TO DEVELOP AND DISTRIBUTE INFORMATION, MATERIALS, PROGRAMS, GOODS AND SERVICES CONCERNING HEALTH AND SAFETY ISSUES AFFECTING EMPLOYEES, RETIREES, AND THEIR FAMILIES; J) TO PROMOTE COMMUNICATION AND COOPERATION AMONG LIUNA, ITS AFFILIATES, EMPLOYERS AND GOVERNMENTAL BODIES CONCERNING HEALTH AND SAFETY ISSUES; K) TO DEVELOP AND PROMOTE HEALTH AND SAFETY RECORD-KEEPING AND NOTIFICATION SYSTEMS FOR EMPLOYEES, AND THEIR FAMILIES; L) TO PROMOTE THE FUND AND ITS PROGRAMS TO LIUNA, LIUNA AFFILIATES, EMPLOYEE BENEFIT PLANS, EMPLOYERS, GOVERNMENTS, OTHER ORGANIZATIONS, AND THE GENERAL PUBLIC; M) TO ADVISE GOVERNMENTAL BODIES AND OFFICIALS ABOUT HEALTH AND SAFETY MATTERS THAT AFFECT OR MAY AFFECT EMPLOYEES, RETIREES, AND THEIR FAMILIES; N) TO COOPERATE WITH HEALTH CARE INSTITUTIONS, GOVERNMENTAL BODIES AND OTHER PRIVATE AND PUBLIC ORGANIZATIONS THAT SHARE THE CONCERNS OF THE FUND; O) TO SOLICIT AND OBTAIN FINANCING FOR THE FUND FROM ANY AND ALL LAWFUL SOURCES CONSISTENT WITH THE FUND'S TAX-EXEMPT STATUS AND APPLICABLE LAW, INCLUDING EMPLOYERS, EMPLOYER ASSOCIATIONS, EMPLOYEE BENEFIT PLANS, EMPLOYEES, LIUNA, LIUNA AFFILIATES, LIUNA-SPONSORED ORGANIZATIONS, FOUNDATIONS, GOVERNMENTAL BODIES, AND THE GENERAL PUBLIC; AND P) TO OTHERWISE IMPLEMENT THE PURPOSES AND PROVISIONS OF SECTION 6(B) OF THE U.S. LABOR MANAGEMENT COOPERATION ACT OF 1978 (PUBLIC LAW 95-524) AND OF COMPARABLE PROVISIONS OF CANADIAN FEDERAL AND PROVINCIAL LAW THAT ARE NOT INCONSISTENT WITH THE FUND'S U.S. TAX-EXEMPT STATUS AND OTHER APPLICABLE U.S. LAWS. |
| FORM 990 PART III, LINE 1: ORGANIZATION'S MISSION | THE GENERAL PURPOSES AND OBJECTS OF THE FUND SHALL BE AS FOLLOWS: A) TO PROMOTE IMPROVED HEALTH AND SAFETY FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES; B) TO IDENTIFY, RESEARCH, COLLECT AND DISTRIBUTE INFORMATION ABOUT THE HEALTH AND SAFETY RISKS AND STATUS OF EMPLOYEES, RETIREES, AND THEIR FAMILIES, AND ABOUT THE EFFECTIVENESS OF MEASURES TO PROTECT AND IMPROVE THE HEALTH AND SAFETY OF EMPLOYEES AND THEIR FAMILIES; C) TO DEVELOP AND PROMOTE PROGRAMS TO PREVENT OR MINIMIZE DISEASE, INJURY AND PREMATURE DEATH AMONG EMPLOYEES, RETIREES, AND THEIR FAMILIES; D) TO PROMOTE EDUCATION OF EMPLOYEES, RETIREES, AND THEIR FAMILIES ABOUT HEALTH AND SAFETY ISSUES AND PROGRAMS; E) TO DEVELOP AND PROMOTE IMPROVEMENTS IN THE DELIVERY OF HEALTH CARE SERVICES FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY HEALTH CARE PROVIDERS AND HEALTH PLANS; F) TO PROMOTE THE EFFICIENT AND EFFECTIVE USE OF AVAILABLE HEALTH CARE PROGRAMS BY EMPLOYEES, RETIREES, AND THEIR FAMILIES; G) TO PROMOTE THE DEVELOPMENT, ADOPTION AND IMPROVEMENT OF HEALTH AND SAFETY PROGRAMS FOR EMPLOYEES, RETIREES, AND THEIR FAMILIES BY EMPLOYEE BENEFIT PLANS, LIUNA, LIUNA AFFILIATES, EMPLOYERS, GOVERNMENTS, AND OTHER ORGANIZATIONS; H) TO FACILITATE THE FLOW OF INFORMATION AND COOPERATION AMONG EMPLOYEE BENEFIT PLANS COVERING EMPLOYEES, RETIREES, AND THEIR FAMILIES; I) TO DEVELOP AND DISTRIBUTE INFORMATION, MATERIALS, PROGRAMS, GOODS AND SERVICES CONCERNING HEALTH AND SAFETY ISSUES AFFECTING EMPLOYEES, RETIREES, AND THEIR FAMILIES; J) TO PROMOTE COMMUNICATION AND COOPERATION AMONG LIUNA, ITS AFFILIATES, EMPLOYERS AND GOVERNMENTAL BODIES CONCERNING HEALTH AND SAFETY ISSUES; K) TO DEVELOP AND PROMOTE HEALTH AND SAFETY RECORD-KEEPING AND NOTIFICATION SYSTEMS FOR EMPLOYEES, AND THEIR FAMILIES; L) TO PROMOTE THE FUND AND ITS PROGRAMS TO LIUNA, LIUNA AFFILIATES, EMPLOYEE BENEFIT PLANS, EMPLOYERS, GOVERNMENTS, OTHER ORGANIZATIONS, AND THE GENERAL PUBLIC; M) TO ADVISE GOVERNMENTAL BODIES AND OFFICIALS ABOUT HEALTH AND SAFETY MATTERS THAT AFFECT OR MAY AFFECT EMPLOYEES, RETIREES, AND THEIR FAMILIES; N) TO COOPERATE WITH HEALTH CARE INSTITUTIONS, GOVERNMENTAL BODIES AND OTHER PRIVATE AND PUBLIC ORGANIZATIONS THAT SHARE THE CONCERNS OF THE FUND; O) TO SOLICIT AND OBTAIN FINANCING FOR THE FUND FROM ANY AND ALL LAWFUL SOURCES CONSISTENT WITH THE FUND'S TAX-EXEMPT STATUS AND APPLICABLE LAW, INCLUDING EMPLOYERS, EMPLOYER ASSOCIATIONS, EMPLOYEE BENEFIT PLANS, EMPLOYEES, LIUNA, LIUNA AFFILIATES, LIUNA-SPONSORED ORGANIZATIONS, FOUNDATIONS, GOVERNMENTAL BODIES, AND THE GENERAL PUBLIC; AND P) TO OTHERWISE IMPLEMENT THE PURPOSES AND PROVISIONS OF SECTION 6(B) OF THE U.S. LABOR MANAGEMENT COOPERATION ACT OF 1978 (PUBLIC LAW 95-524) AND OF COMPARABLE PROVISIONS OF CANADIAN FEDERAL AND PROVINCIAL LAW THAT ARE NOT INCONSISTENT WITH THE FUND'S U.S. TAX-EXEMPT STATUS AND OTHER APPLICABLE U.S. LAWS. |
| FORM 990, PART III, LINE 4: PROGRAM SERVICES | 1. THE SAFETY & HEALTH PROGRAM ENGAGED IN THE FOLLOWING ACTIVITIES: ON-SITE SAFETY AUDITS AND EVALUATIONS. PROJECT AND COMPANY SPECIFIC SAFETY PROGRAMS. DEVELOPED AND PROMOTED MODEL SAFETY PROGRAMS FOR KEY ISSUES OF CONSTRUCTION SAFETY SUCH AS NOISE, SILICA, WORK ZONES, SCAFFOLDING, PIPELINE, FRACKING AND TUNNELING. INVESTIGATED AND PROMOTED WORKERS' COMPENSATION INSURANCE DISCOUNT OPPORTUNITIES WHERE APPLICABLE UNDER STATE LAWS. ADVANCED NEW RESEARCH AND FINDINGS ON KEY ISSUES OF WORKSITE SAFETY AND HEALTH. DEVELOPED AND CONDUCTED TRAINING FOR SIGNATORY CONTRACTOR ASSOCIATIONS, SIGNATORY SAFETY OFFICERS, LIUNA TRAINING CENTER INSTRUCTORS, LIUNA REGIONAL ORGANIZERS AND ATTENDEES AT LIUNA'S REGIONAL AND LEADERSHIP CONFERENCES. MONITORED AND PROVIDED COMMENTS ON REGULATORY MATTERS BEFORE OSHA, FHWA, EPA, NIOSH AND OTHER AGENCIES. DEVELOPED PARTNERSHIPS WITH UNIONS, TRADE ASSOCIATIONS AND REGULATORY AGENCIES TO DEVISE AND PROMOTE PROGRAMS TO ADDRESS CONCERNS SUCH AS ASPHALT FUME EXPOSURE, CONSTRUCTION NOISE, SILICA DUST CONTROL, WORK ZONE SAFETY, AND THE WTC MEDICAL MONITORING PROGRAM. 2. FIELD COORDINATORS THE FIELD COORDINATORS REPRESENTED THE FUND FROM EIGHT REGIONAL LOCATIONS AROUND THE UNITED STATES. THEY PROMOTED AND PARTICIPATED IN ALL THE PROGRAM ACTIVITIES LISTED ABOVE IN THEIR REGION OF THE COUNTRY. 3. CANADA THE CANADIAN OFFICE PROMOTED AND PARTICIPATED IN THE SAME PROGRAM FUNCTIONS IN CANADA. 4. HEALTH PROMOTION THE HEALTH PROMOTION PROGRAM ENGAGED IN THE FOLLOWING ACTIVITIES: RESEARCHED, DEVELOPED AND PROMOTED HEALTH CARE COST INITIATIVES SUCH AS LABORERX AND COALITIONS. IN ADDITION, STAFF IS KEEPING APPRISED OF PPACA AND ADVISING LOCAL HEALTH & WELFARE FUNDS ON THE NEW REGULATIONS. PROVIDED TECHNICAL SUPPORT- BENEFIT ANALYSIS, MERGER STUDIES, WELLNESS NEWSLETTER PUBLICATION - TO HEALTH AND WELFARE FUNDS. CONDUCTED TRAINING SESSIONS IN CONJUCTION WITH LIUNA TRAINING AT THE REQUEST OF LIUNA TRAINING CENTERS, DISTRICT COUNCILS AND LOCAL UNIONS, AND AT THE ANNUAL LIUNA LEADERSHIP AND MEDICAL CONFERENCES. DEVELOPED TRAINING AND INFORMATIONAL CAMPAIGNS ON DRUG FREE WORKPLACES, FITNESS FOR DUTY, HIGH BLOOD PRESSURE, SKIN CANCER PREVENTION, ALCOHOL AWARENESS AND OTHER HEALTH AND LIFE-STYLE ISSUES THAT AFFECT LABORERS AND THEIR FAMILIES. PROVIDED DRUG-FREE WORKPLACE PROGRAM SUPPORT TO SIGNATORY EMPLOYERS. ASSISTED IN THE IMPLEMENTATION OF MEMBER ASSISTANCE PROGRAMS. PROVIDED OR FACILITATED CRITICAL INCIDENT STRESS DEBRIEFINGS (CISD) FOR SIGNATORY EMPLOYERS AND LIUNA MEMBERS TO HELP COPE WITH THE PSYCHOLOGICAL TRAUMA OF WORKSITE CATASTROPHES. COORDINATED ROUTINE HEALTH SCREENINGS FOR LABORERS AND THEIR FAMILY MEMBERS AT HEALTH FAIRS AND OTHER EVENTS SPONSORED BY LIUNA AFFILIATES AND SIGNATORY CONTRACTORS. |
| FORM 990, PART VI, SECTION A, LINE 8B | THERE ARE NO COMMITTEES AUTHORIZED TO ACT ON BEHALF OF THE BOARD OF TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE 990 IS PREPARED BY THE FUND'S AUDITING FIRM. IT FIRST GOES TO THE DIRECTOR OF ACCOUNTING, AND THEN THE EXECUTIVE DIRECTOR. IT IS THEN GIVEN TO THE CO-CHAIRMAN OF THE BOARD OF TRUSTEES FOR SIGNATURE ON BEHALF OF THE TRUSTEES. |
| FORM 990, PART VI, SECTION B, LINE 12C | PURSUANT TO OUR POLICY, DIRECTORS/OFFICERS/EMPLOYEES ARE REQUIRED TO DISCLOSE ANY POTENTIAL CONFLICTS AND SEEK APPROVAL BEFORE PROCEEDING. THE FUND'S MANAGING STAFF MEET REGULARLY WITH THEIR EMPLOYEES ON THESE AND OTHER MATTERS. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE FUND'S EXECUTIVE DIRECTOR WITH THE FINANCE DEPARTMENT REVIEW COMPENSATION OF SIMILAR ORGANIZATIONS AND THEN COME UP WITH RECOMMENDATIONS FOR SALARY INCREASES, IF ANY. THOSE RECOMMENDATIONS ARE PRESENTED TO A FINANCE COMMITTEE WHO REVIEWS THEM. IF THE FINANCE COMMITTEE AGREES WITH THE RECOMMENDATION, IT PRESENTS THE PROPOSAL TO THE FULL BOARD OF TRUSTEES. THE FULL BOARD THEN VOTES UPON THE RECOMMENDATION. MOST OF THE TIME, THE ONLY INCREASES ARE COST OF LIVING ADJUSTMENTS. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION DOES NOT MAKE THESE DOCUMENTS AVAILABLE TO THE PUBLIC. |
| FORM 990, PART XI, LINE 9: | CURRENCY TRANSLATION ADJUSTMENT -33,949. |
| FORM 990 PART XII, LINE 1 | THE ORGANIZATION USES A MODIFIED CASH BASIS METHOD OF ACCOUNTING. |
| FORM 990 PART XII, LINE 2C | THE PROCESS HAS NOT CHANGED FROM THE PRIOR YEAR. |
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