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← NY HOTEL TRADE COUNCIL & AFFILIATED LOCALS STAFF INSURANCE FUND

Form 990 for tax year 2023

Filed by NY HOTEL TRADE COUNCIL & AFFILIATED LOCALS STAFF INSURANCE FUND.

Totals

Total revenue
$14,481,035
Total expenses
$12,643,410
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$14,138,925
Investment income
$342,110
Other revenue
$0
Total assets, end of year
$14,567,595
Total liabilities, end of year
$600,999
Net assets or fund balances, end of year
$13,966,596
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 $14,014,727 · related or exempt $14,014,727

  • 2b · Program service revenue: PARTICIPANTS CONTRIBUTIONS

    total $120,380 · related or exempt $120,380

  • 2c · Program service revenue: MEDICARE RECEIPTS

    total $3,818 · related or exempt $3,818

  • 3 · Investment income

    total $337,459 · excluded $337,459

  • 7a · Gross sales of assets other than inventory

    securities $4,196,243

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

    securities $4,191,592

  • 7c · Gain or loss

    securities $4,651

  • 7d · Net gain or loss

    total $4,651 · excluded $4,651

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $11,961,805

  • 7 · Other salaries and wages

    total $150,390

  • 9 · Other employee benefits

    total $42,199

  • 10 · Payroll taxes

    total $12,056

  • 11a · Fees: management

    total $423,027

  • 11b · Fees: legal

    total $4,732

  • 11c · Fees: accounting

    total $9,000

  • 11g · Fees: other

    total $4,970

  • 13 · Office expenses

    total $14,519

  • 16 · Occupancy

    total $15,797

  • 23 · Insurance

    total $4,915

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,237,545 · end of year $606,109

  • 4 · Accounts receivable

    beginning of year $132,734 · end of year $146,855

  • 9 · Prepaid expenses and deferred charges

    beginning of year $17,548 · end of year $18,681

  • 10a · Land, buildings and equipment: cost or other basis

    $9,567

  • 10b · Land, buildings and equipment: accumulated depreciation

    $8,413

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $1,154

  • 11 · Investments: publicly traded securities

    beginning of year $10,562,487 · end of year $13,794,796

  • 17 · Accounts payable and accrued expenses

    beginning of year $659,352 · end of year $424,042

  • 25 · Other liabilities

    beginning of year $52,190 · end of year $176,957

  • 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 $11,238,772 · end of year $13,966,596

Mission and programs · 2023

Mission

TO PROVIDE HOSPITALIZATION AND RELATED MEDICAL BENEFITS TO EMPLOYEES OF THE HOTEL TRADES COUNCIL AND AFFILIATED ORGANIZATIONS.

Activities or mission (Part I)

TO PROVIDE MEDICAL INSURANCE AND OTHER BENEFITS.

  • TO PROVIDE HOSPITALIZATION AND RELATED MEDICAL BENEFITS TO EMPLOYEES OF THE HOTEL TRADES COUNCIL AND AFFILIATED ORGANIZATIONS.

As filed on the 2023 return.

Listed in Part VII

  • DR DAVID JACOBSON

    TRUSTEE

    Total calculated
    $2,385,634
    From this org
    $0
    From related orgs
    $1,694,700
    Other
    $690,934
    Hours/week
    0.1 + 39.9 related

    Schedule J breakdown matched by us

    Base
    $0 + $1,694,700 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $207,944 related
    Nontaxable benefits
    $0 + $482,990 related
    Filer's total
    $0 + $2,385,634 related

  • JOHN HEIM

    TRUSTEE

    Total calculated
    $712,243
    From this org
    $0
    From related orgs
    $490,823
    Other
    $221,420
    Hours/week
    0.1 + 39.7 related

    Schedule J breakdown matched by us

    Base
    $0 + $490,823 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $81,536 related
    Nontaxable benefits
    $0 + $139,884 related
    Filer's total
    $0 + $712,243 related

  • RICHARD MAROKO

    TRUSTEE

    Total calculated
    $476,528
    From this org
    $0
    From related orgs
    $297,571
    Other
    $178,957
    Hours/week
    0.1 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $297,571 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $97,125 related
    Nontaxable benefits
    $0 + $81,832 related
    Filer's total
    $0 + $476,528 related

  • AMY BOKERMAN

    TRUSTEE

    Total calculated
    $326,772
    From this org
    $0
    From related orgs
    $213,228
    Other
    $113,544
    Hours/week
    0.1 + 0.6 related

    Schedule J breakdown matched by us

    Base
    $0 + $213,228 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0 + $54,906 related
    Nontaxable benefits
    $0 + $58,638 related
    Filer's total
    $0 + $326,772 related

  • ALYSSA TRAMPOSCH

    TRUSTEE

    Total calculated
    $110,383
    From this org
    $0
    From related orgs
    $72,028
    Other
    $38,355
    Hours/week
    0.1 + 0.6 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

  • 3 · Approval by the board or compensation committee

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.

Provenance

Return type
form_990
Tax year
2023
Filed
6 May 2025
IRS schema version
2023v6.0
Source object
202521269349302022

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