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← SOUTH CENTRAL UFCW UNIONS & EMPLOYERS HEALTH & WELFARE TRUST

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 Alleman

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • Karen Hill

    TRUSTEE

    Total calculated
    $84,406
    From this org
    $0
    From related orgs
    $84,406
    Other
    $0
    Hours/week
    1 + 40 related
  • Brandon 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 Prescott

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • Johnny 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 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 Sattler

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • Henry Taylor

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 40 related
  • Felipe 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.

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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