Form 990 for tax year 2024
Filed by SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST.
Totals
- Total revenue
- $292,230
- Total expenses
- $878,624
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $0
- Investment income
- $219,485
- Other revenue
- $72,745
- Total assets, end of year
- $0
- Total liabilities, end of year
- $0
- Net assets or fund balances, end of year
- $0
- 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.
-
3 · Investment income
total $219,485 · excluded $219,485
-
7a · Gross sales of assets other than inventory
securities $9,317,674
-
7b · Less cost or other basis and sales expenses
securities $9,317,674
-
7c · Gain or loss
securities $0
-
11a · Other revenue: OTHER INCOME
total $72,745 · related or exempt $72,745
-
11e · Other revenue, total
$72,745
Functional expenses
Part IX, the statement of functional expenses.
-
11a · Fees: management
total $183,620
-
11b · Fees: legal
total $71,496
-
11f · Fees: investment management
total $9,364
-
11g · Fees: other
total $65,326
-
13 · Office expenses
total $12,743
-
16 · Occupancy
total $39,077
-
23 · Insurance
total $154,231
-
24a · Other expenses: TRANSITIONAL REINSURANC
total $341,474
-
24b · Other expenses: FEES MANDATED BY THE AC
total $1,293
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
end of year $0
-
2 · Savings and temporary cash investments
beginning of year $9,278,638 · end of year $0
-
3 · Pledges and grants receivable
end of year $0
-
4 · Accounts receivable
beginning of year $1,102,247 · end of year $0
-
5 · Loans and receivables from officers and key people
end of year $0
-
6 · Loans and receivables from disqualified persons
end of year $0
-
7 · Other notes and loans receivable
end of year $0
-
8 · Inventories for sale or use
end of year $0
-
9 · Prepaid expenses and deferred charges
end of year $0
-
10c · Land, buildings and equipment, net
end of year $0
-
11 · Investments: publicly traded securities
end of year $0
-
12 · Investments: other securities
end of year $0
-
13 · Investments: program-related
end of year $0
-
14 · Intangible assets
end of year $0
-
15 · Other assets
beginning of year $1,394 · end of year $0
-
17 · Accounts payable and accrued expenses
beginning of year $66,657 · 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 $10,315,622 · end of year $0
Mission and programs · 2024
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 2024 return.
Listed in Part VII
-
Rick AllemanRICK ALLEMAN
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Karen HillKAREN HILL
TRUSTEE
- Total calculated
- $84,406
- From this org
- $0
- From related orgs
- $84,406
- Other
- $0
- Hours/week
- 1 + 40 related
-
Brandon HopkinsBRANDON HOPKINS
TRUSTEE
- Total calculated
- $417,286
- From this org
- $0
- From related orgs
- $417,286
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $417,286 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $417,286 related
-
Peggy PrescottPEGGY PRESCOTT
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Johnny RodriguezJOHNNY RODRIGUEZ
TRUSTEE
- Total calculated
- $291,458
- From this org
- $0
- From related orgs
- $291,458
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $291,458 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $291,458 related
-
Shirley RomeSHIRLEY ROME
TRUSTEE
- Total calculated
- $193,700
- From this org
- $0
- From related orgs
- $193,700
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $193,700 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $193,700 related
-
Don SattlerDON SATTLER
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Henry TaylorHENRY TAYLOR
TRUSTEE
- Total calculated
- $0
- Hours/week
- 1 + 40 related
-
Felipe MendezFELIPE MENDEZ
ALTERNATE TRUSTEE
- Total calculated
- $420,564
- From this org
- $0
- From related orgs
- $420,564
- Other
- $0
- Hours/week
- 1 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $420,564 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0
- Nontaxable benefits
- $0
- Filer's total
- $0 + $420,564 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
Assets distributed on this return
Schedule N, as filed: what the organization did with its assets when it liquidated or dissolved, or disposed of more than a quarter of them, and who received them. A recipient with an EIN is usually a successor organization; filers also list expenses such as legal fees here.
-
UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS HEALTH & WELFARE FU
$2,601,000
Liquidation · CASH · Sep 10, 2024 · 501C(9)
-
HEARTLAND HEALTH AND WELLNESS FUND
$349,000
Liquidation · CASH · Dec 10, 2024 · 501C(9)
-
UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS HEALTH & WELFARE FU
$5,333,000
Liquidation · CASH · Dec 11, 2024 · 501C(9)
-
HEARTLAND HEALTH AND WELLNESS FUND
$65,588
Liquidation · CASH · Feb 14, 2025 · 501C(9)
-
UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS HEALTH & WELFARE FU
$1,002,835
Liquidation · CASH · Feb 14, 2025 · 501C(9)
-
UNITED FOOD AND COMMERCIAL WORKERS UNIONS AND EMPLOYERS HEALTH & WELFARE FU
$377,805
Liquidation · CASH · Feb 14, 2025 · 501C(9)
Provenance
- Return type
- form_990
- Tax year
- 2024
- Filed
- 14 January 2026
- IRS schema version
- 2024v5.5
- Source object
- 202630149349300548
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