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← SACRAMENTO INDEPENDENT HOTEL RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST

Form 990 for tax year 2022

Filed by SACRAMENTO INDEPENDENT HOTEL RESTAURANT & TAVERN EMPLOYEES WELFARE TRUST.

Totals

Total revenue
$5,052,278
Total expenses
$5,234,130
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,671,119
Investment income
$365,371
Other revenue
$15,788
Total assets, end of year
$11,185,841
Total liabilities, end of year
$1,339,058
Net assets or fund balances, end of year
$9,846,783
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: EMPLOYER CONTRIBUTIONS

    total $4,557,096 · related or exempt $4,557,096

  • 2b · Program service revenue: PARTICIPANT CONTRIBUTI

    total $114,023 · related or exempt $114,023

  • 3 · Investment income

    total $347,861 · excluded $347,861

  • 7a · Gross sales of assets other than inventory

    securities $200,000

  • 7b · Less cost or other basis and sales expenses

    securities $182,490

  • 7c · Gain or loss

    securities $17,510

  • 7d · Net gain or loss

    total $17,510 · excluded $17,510

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $15,624 · related or exempt $15,624

  • 11b · Other revenue: LIQUIDATED DAMAGES

    total $164 · related or exempt $164

  • 11e · Other revenue, total

    $15,788

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,663,791

  • 11a · Fees: management

    total $373,416

  • 11b · Fees: legal

    total $19,890

  • 11c · Fees: accounting

    total $22,252

  • 11g · Fees: other

    total $63,600

  • 13 · Office expenses

    total $31,613

  • 19 · Conferences, conventions and meetings

    total $9,413

  • 23 · Insurance

    total $21,040

  • 24a · Other expenses: PAYROLL COMPLIANCE FEES

    total $16,328

  • 24b · Other expenses: MISCELLANEOUS FEES

    total $10,428

  • 24c · Other expenses: BANK FEES

    total $1,721

  • 24d · Other expenses: PCORI FEE AND DOMESTIC

    total $638

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $4,169,574 · end of year $2,831,146

  • 4 · Accounts receivable

    beginning of year $848,051 · end of year $509,903

  • 9 · Prepaid expenses and deferred charges

    beginning of year $3,300 · end of year $3,548

  • 11 · Investments: publicly traded securities

    beginning of year $6,742,110 · end of year $7,841,244

  • 17 · Accounts payable and accrued expenses

    beginning of year $63,301 · end of year $41,182

  • 25 · Other liabilities

    beginning of year $1,567,819 · end of year $1,297,876

  • 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 $10,131,915 · end of year $9,846,783

Mission and programs · 2022

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS FOR ELIGIBLE PARTICIPANTS COVERED BY THE COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND EMPLOYERS OR EMPLOYER ASSOCIATIONS SIGNATORY TO THE AGREEMENTS.

  • EMPLOYER CONTRIBUTIONS PROVIDE HEALTH AND WELFARE BENEFITS COVERAGE AND DISABILITY BENEFITS FOR PARTICIPANTS OF THE PLAN.

As filed on the 2022 return.

Listed in Part VII

  • Regina Longo

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Aamir Deen

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Alejandro Rayburn

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Jeroen Gerrese

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Marta Rodriguez

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Sandra Parker

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Ty Hudson

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • Bobby Walia

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1

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.

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.

  • SACRAMENTO INDEPENDENT HOTEL RESTAURANT PENSION

    401 (A) · PENSION · CA

  • UNITE HERE LOCAL 49

    501(C)(5) · LABOR ORGANIZATION · CA

Taxable family on this return

Schedule R Parts I, III and IV, as filed. These record ownership and control, not shared board members or money moved.

Related partnerships

Part III: related organizations taxable as a partnership, with the filer's share.

  • PARADIES

    CONTRIBUTING EMPLOYER · GA

Related corporations and trusts

Part IV: related organizations taxable as a corporation or trust.

  • CITIZEN HOTEL

    C · CONTRIBUTING EMPLOYER · CA

  • HOLIDAY INN - CAPITOL PLAZA

    C · CONTRIBUTING EMPLOYER · CA

  • HOST INTERNATIONAL RESTAURANT

    C · CONTRIBUTING EMPLOYER · CA

  • LEGENDS

    C · CONTRIBUTING EMPLOYER · CA

  • OPERATING ENGINEERS

    C · CONTRIBUTING EMPLOYER · CA

  • RANCH COFFEE SHOP

    C · CONTRIBUTING EMPLOYER · CA

  • SACRAMENTO AUTOTRUCK PLAZA

    C · CONTRIBUTING EMPLOYER · CA

  • SACRAMENTO HILTON ARDEN WEST

    C · CONTRIBUTING EMPLOYER · CA

  • SACTO COMM CONV CNTR

    C · CONTRIBUTING EMPLOYER · CA

  • SAM'S HOF BRAU

    C · CONTRIBUTING EMPLOYER · CA

  • SHERATON GRAND SACRAMENTO

    C · CONTRIBUTING EMPLOYER · CA

  • SODEXO - BRUCEVILLE

    C · CONTRIBUTING EMPLOYER · NY

  • SODEXO - MORSE

    C · CONTRIBUTING EMPLOYER · NY

  • SSP AMERICA

    C · CONTRIBUTING EMPLOYER · VA

  • SUTTER CLUB INC

    C · CONTRIBUTING EMPLOYER · CA

  • SUTTER HOUSE

    C · CONTRIBUTING EMPLOYER · CA

Provenance

Return type
form_990
Tax year
2022
Filed
13 May 2024
IRS schema version
2022v5.0
Source object
202441359349307199

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