Form 990 for tax year 2023
Filed by SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST.
Totals
- Total revenue
- $486,037
- Total expenses
- $714,729
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $23,761
- Investment income
- $462,276
- Other revenue
- $0
- Total assets, end of year
- $10,382,279
- Total liabilities, end of year
- $66,657
- Net assets or fund balances, end of year
- $10,315,622
- Program services expenses (Part IX)
- not reported
- Management and general expenses
- not reported
- Fundraising expenses
- not reported
- Program service expenses (Part III)
- not reported
Line items
Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.
Revenue
Part VIII, the statement of revenue.
-
2a · Program service revenue: INSURANCE REVORIES AND REBATES
total $23,761 · related or exempt $23,761
-
3 · Investment income
total $297,700 · excluded $297,700
-
7a · Gross sales of assets other than inventory
securities $18,117,891
-
7b · Less cost or other basis and sales expenses
securities $17,953,315
-
7c · Gain or loss
securities $164,576
-
7d · Net gain or loss
total $164,576 · excluded $164,576
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $216,445
-
7 · Other salaries and wages
total $2,038
-
11a · Fees: management
total $163,680
-
11b · Fees: legal
total $88,366
-
11c · Fees: accounting
total $58,500
-
11f · Fees: investment management
total $34,502
-
11g · Fees: other
total $69,932
-
13 · Office expenses
total $13,778
-
16 · Occupancy
total $16,237
-
23 · Insurance
total $44,416
-
24a · Other expenses: FEES MANDATED BY THE AC
total $6,835
Balance sheet
Part X, book values.
-
2 · Savings and temporary cash investments
beginning of year $854,002 · end of year $9,278,638
-
4 · Accounts receivable
beginning of year $1,152,072 · end of year $1,102,247
-
11 · Investments: publicly traded securities
beginning of year $8,742,541
-
15 · Other assets
beginning of year $0 · end of year $1,394
-
17 · Accounts payable and accrued expenses
beginning of year $54,400 · end of year $66,657
-
25 · Other liabilities
beginning of year $149,901 · end of year $0
-
29 · Capital stock, trust principal or current funds
beginning of year $0 · end of year $0
-
30 · Paid-in or capital surplus, or land, building or equipment fund
beginning of year $0 · end of year $0
-
31 · Retained earnings, endowment or other funds
beginning of year $10,544,314 · end of year $10,315,622
Mission and programs · 2023
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
Activities or mission (Part I)
PROVIDING HEALTH AND WELFARE BENEFITS
-
TO PROVIDE HEALTH AND WELFARE BENEFITS TO ELIGIBLE PARTICIPANTS.
As filed on the 2023 return.
Listed in Part VII
-
Johnny RodriguezJOHNNY RODRIGUEZ
TRUSTEE
- Total calculated
- $158,670
- From this org
- $0
- From related orgs
- $158,670
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $158,670 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $158,670 related
-
Felipe MendezFELIPE MENDEZ
ALTERNATE TRUSTEE
- Total calculated
- $335,245
- From this org
- $0
- From related orgs
- $335,245
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $335,245 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $335,245 related
-
Brandon HopkinsBRANDON HOPKINS
TRUSTEE
- Total calculated
- $391,264
- From this org
- $0
- From related orgs
- $391,264
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $391,264 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $391,264 related
-
Shirley RomeSHIRLEY ROME
TRUSTEE
- Total calculated
- $159,500
- From this org
- $0
- From related orgs
- $159,500
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $159,500 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $159,500 related
-
Karen HillKAREN HILL
TRUSTEE
- Total calculated
- $85,938
- From this org
- $0
- From related orgs
- $85,938
- Other
- $0
- Hours/week
- 1 + 40 related
-
Rick AllemanRICK ALLEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Peggy PrescottPEGGY PRESCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Henry TaylorHENRY TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Don SattlerDON SATTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.
Schedule J
Answered yes
None.
Answered no
- 4a · Severance or change-of-control payment
- 4b · Supplemental nonqualified retirement plan
- 4c · Equity-based compensation arrangement
Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.
Grants on this return
No itemized grants to organizations on this return.
Related organizations on this return
Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.
-
501(C)(5) · LABOR UNION · TX
-
501(C)(5) · LABOR UNION · TX
-
501(C)(5) · LABOR UNION · AR
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 12 December 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403479349300005
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