| Return Reference | Explanation |
|---|---|
| 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 | TRUST AGREEMENT PAGE 5 2.02. GENERAL PURPOSES: 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 ORGANIZATION, 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 OBTAINING 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 95-5 |
| FORM 990, PART III, LINE 4: PROGRAM SERVICES | 1. THE SAFETY & HEALTH PROGRAM ENGAGED IN THE FOLLOWING ACTIVITIES: CONDUCTED ON-SITE SAFETY AUDITS AND EVALUATIONS AND IDENTIFIED OTHER POTENTIAL AREAS FOR ASSISTANCE. WROTE WORKSITE AND COMPANY-SPECIFIC SAFETY PROGRAMS, INCLUDING REVIEW AND CONFIRMATION OF TOXICOLOGY DATA. DEVELOPED A VARIETY OF EDUCATIONAL MATERIALS RELATED TO KEY CONSTRUCTION SAFETY ISSUES, INCLUDING FALL PREVENTION, WORK ZONE SAFETY, SILICA, HEAT ILLNESS PREVENTION, NOISE, BODILY INJURY, ASBESTOS AND DEMOLITION, AMONG OTHERS. ESTABLISHED A PROGRAM TO DISTRIBUTE THESE MATERIALS TO LIUNA SIGNATORY CONTRACTORS. DEVELOPED VIDEO CONTENT TO EDUCATE LIUNA SIGNATORY CONTRACTORS AND LIUNA AFFILIATES ON NEW REGULATORY REQUIREMENTS AND EXISTING OCCUPATIONAL SAFETY AND HEALTH HAZARDS. DEVELOPED AND CONDUCTED SAFETY AND HEALTH TRAINING FOR SIGNATORY CONTRACTOR ASSOCIATIONS, SIGNATORY SAFETY OFFICERS, LIUNA TRAINING CENTER INSTRUCTORS, LIUNA REGIONAL ORGANIZERS AND ATTENDEES AT LIUNA'S REGIONAL AND LEADERSHIP CONFERENCES. PROVIDED THE PRECEDING AFFILIATES AS WELL AS LIUNA DISTRICT COUNCILS, LOCAL UNIONS AND FIELD COORDINATORS WITH ASSISTANCE RELATED TO FINDINGS ON SPECIFIC WORKSITE SAFETY AND HEALTH ISSUES. MONITORED AND PROVIDED COMMENTS ON REGULATORY MATTERS BEFORE OSHA, FHWA, EPA, NIOSH AND OTHER AGENCIES. EXPANDED INVOLVEMENT WITH UNION SAFETY AND HEALTH ORGANIZATIONS AND MAINTAINED EXISTING PARTNERSHIPS WITH TRADE ASSOCIATIONS AND REGULATORY AGENCIES TO CONTINUE ADDRESSING WORKPLACE SAFETY AND HEALTH CONCERNS. 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: PROMOTED HEALTH CARE COST REDUCTION INITIATIVES SUCH AS LABORERX, A PHARMACY BENEFIT MANAGEMENT PROGRAM, AS WELL AS THE LABORERS' GROUP MEDICAL STOP LOSS PROGRAM, WHICH PROVIDES PROTECTION AGAINST CATASTROPHIC OR UNPREDICTABLE LOSSES. COMMUNICATED WITH LIUNA HEALTH AND WELFARE FUNDS TO ANALYZE BENEFIT INFORMATION AVAILABLE TO MEMBERS ACROSS ALL FUNDS AND PROVIDE SUPPORT TO INDIVIDUAL FUNDS. COORDINATED ROUTINE HEALTH SCREENINGS AND PROVIDED RELATED EDUCATIONAL MATERIALS FOR LABORERS AND THEIR FAMILY MEMBERS AT HEALTH FAIRS AND OTHER EVENTS SPONSORED BY LIUNA AFFILIATES AND SIGNATORY CONTRACTORS. EXPANDED DISTRIBUTION AND SCOPE OF WIDE-REACHING SKIN CANCER PREVENTION CAMPAIGN TO INCLUDE PREVENTION OF HEAT STRESS AND INFECTIOUS DISEASE CARRIED BY BITING INSECTS DEVELOPED INFORMATIONAL MATERIALS ON OPIOIDS AND MARIJUANA USE AS WELL AS MATERIALS RELATED TO SMOKING CESSATION, WORKPLACE VIOLENCE, PAIN MANAGEMENT, NUTRITION AND OTHER HEALTH AND LIFESTYLE ISSUES THAT AFFECT LABORERS AND THEIR FAMILIES. PROVIDED DRUG-FREE WORKPLACE PROGRAM SUPPORT AND TRAINING TO SIGNATORY EMPLOYERS. COORDINATED CRITICAL INCIDENT STRESS DEBRIEFINGS (CISDS) ON BEHALF OF SIGNATORY EMPLOYERS AND LIUNA MEMBERS TO HELP MITIGATE THE LONG TERM HEALTH EFFECTS OF POSSIBLE PSYCHOLOGICAL TRAUMA CAUSED BY WORKSITE CATASTROPHES. COLLABORATED WITH UNION SAFETY AND HEALTH ORGANIZATIONS AND LIUNA AFFILIATES TO ADDRESS OPIOID ABUSE AND OVERDOSE AMONG CONSTRUCTION WORKERS AND REDUCE ITS IMPACT ON WORKERS AND THEIR FAMILIES. |
| FORM 990, PART VI, SECTION A, LINE 2 | MICHAEL F. SABITONI (TRUSTEE) AND LISA SABITONI (EXECUTIVE DIRECTOR) ARE SIBLINGS. |
| 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 11B | 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. THIS PROCESS WAS LAST COMPLETED DURING 2025. |
| 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 -9,753. |
| 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. |
| Software ID: | |
| Software Version: |