2024-11-15T12:39:42-06:00 2023-12-31 471019942 CREATIVE PLANNING TAX LLC 12100 MEREDITH DR SUITE 200 URBANDALE IA 50323 990EZ 2023-01-01 464002081 TAFT HARTLEY HEALTHWORKS INC TAFT 6513404848 660 TRANSFER ROAD ST PAUL MN 55114 COLIN BEERE TREASURER 6513404848 2024-11-14 1 1 KATHRYN R ROTH CPA P01298804 5157275700 2024-11-12 2023 2024-10-15 13:58:12Z X X WWW.HEALTHWORKSCOALITION.ORG X X 141500 X 141500 141500 132982 1709 134691 6809 36157 0 42966 X 33657 0 2500 47500 36157 47500 0 4534 36157 42966 X EDUCATE ALL ON THE IMPACT OF LEGISLATION OUR PRIMARY MISSION IS EDUCATION. WE WORK WITH TAFT-HARTLEY EXPERTS FROM THROUGHOUT THE COUNTRY TO EDUCATE MEMBER TRUSTEES ON PENDING CHANGES IN FEDERAL LAW THAT WILL IMPACT THEIR FUNDS. WE ALSO PRIORITIZE EDUCATING POLICYMAKERS IN WASHINGTON, D.C. ON HOW THEIR DECISIONS ON HEALTH AND PENSION MATTERS AFFECT MULTIEMPLOYER PLANS AND PARTICIPANTS. 0 0 TERRY NELSON CHAIR 0.50 0 0 0 GARY THADEN VICE CHAIR 0.50 0 0 0 CHAD MORRIS SECRETARY-TREASURER 0.50 0 0 0 GERALD ERICKSON BOARD MEMBER 0.50 0 0 0 SCOTT LECY BOARD MEMBER 0.50 0 0 0 COLIN BEERE BOARD MEMBER 0.50 0 0 0 CHRIS PARRUCCI BOARD MEMBER 0.50 0 0 0 ADAM BOSTON BOARD MEMBER 0.50 0 0 0 MIKE SCHECHTER BOARD MEMBER 0.50 0 0 0 MIKE COOK BOARD MEMBER 0.50 0 0 0 JIM HYNES BOARD MEMBER 0.50 0 0 0 X 0 0 0 1 0 0 0 0 PRIMACY STRATEGY GROUP 660 TRANSFER RD ST PAUL MN 55114 6513404848 0 0 0 0 0 0 0 PRIMACY STRATEGY GROUP 660 TRANSFER RD ST PAUL MN 55114 LEGAL AND PROFESSIONAL 132382 1 0 1 0 0 FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES DESCRIPTION: BANK CHARGES & FEES. AMOUNT: 30. DESCRIPTION: DUES & SUBSCRIPTIONS. AMOUNT: 341. DESCRIPTION: MEALS & ENTERTAINMENT. AMOUNT: 957. DESCRIPTION: TAXES & LICENSES. AMOUNT: 25. DESCRIPTION: TRAVEL. AMOUNT: 356. TOTAL TO FORM 990-EZ, LINE 16: 1,709. FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS DESCRIPTION: ACCOUNTS RECEIVABLE. BEG. OF YEAR AMOUNT: 2,500. END OF YEAR AMOUNT: 47,500. FORM 990-EZ, PART II, LINE 26 - OTHER LIABILITIES DESCRIPTION: BANK OVERDRAFTS. BEG. OF YEAR AMOUNT: 0. END OF YEAR AMOUNT: 4,534. 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.