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Nonprofiteer
← PHILADELPHIA JOINT BOARD WELFARE FUND

Form 990 for tax year 2023

Filed by PHILADELPHIA JOINT BOARD WELFARE FUND.

Totals

Total revenue
$148,127
Total expenses
$129,863
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$40,657
Investment income
$107,470
Other revenue
$0
Total assets, end of year
$2,655,853
Total liabilities, end of year
$14,531
Net assets or fund balances, end of year
$2,641,322
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 $40,657 · related or exempt $40,657

  • 3 · Investment income

    total $50,782 · excluded $50,782

  • 7a · Gross sales of assets other than inventory

    securities $321,219

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

    securities $264,531

  • 7c · Gain or loss

    securities $56,688

  • 7d · Net gain or loss

    total $56,688 · excluded $56,688

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $36,990

  • 11b · Fees: legal

    total $2,500

  • 11c · Fees: accounting

    total $13,505

  • 11f · Fees: investment management

    total $22,511

  • 13 · Office expenses

    total $476

  • 23 · Insurance

    total $6,054

  • 24a · Other expenses: ALLOCATED ADMINISTRATIV

    total $47,797

  • 24b · Other expenses: FEES MANDATED BY ACA

    total $30

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $40,478 · end of year $37,111

  • 2 · Savings and temporary cash investments

    end of year $50,000

  • 4 · Accounts receivable

    beginning of year $806 · end of year $1,295

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,889 · end of year $5,080

  • 11 · Investments: publicly traded securities

    beginning of year $2,068,459 · end of year $2,403,357

  • 12 · Investments: other securities

    beginning of year $142,423 · end of year $131,158

  • 15 · Other assets

    beginning of year $0 · end of year $27,852

  • 17 · Accounts payable and accrued expenses

    beginning of year $13,529 · end of year $14,102

  • 25 · Other liabilities

    beginning of year $382 · end of year $429

  • 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 $2,243,144 · end of year $2,641,322

Mission and programs · 2023

Mission

THE PLAN PROVIDES REIMBURSEMENT FOR VISION AND DENTAL SERVICES, AND SCHOLARSHIPS FOR HIGHER EDUCATION TO FORMER REUBEN BLOCK HEALTH FUND MEMBERS. THE PLAN ALSO PROVIDES CERTAIN LEGAL SERVICES TO ELIGIBLE MEMBERS OF THE PHILADELPHIA JOINT BOARD, WORKERS UNITED.

  • LEGAL SERVICES

  • VISION AND DENTAL REIMBURSEMENTS

  • COLLEGE SCHOLARSHIPS

As filed on the 2023 return.

Listed in Part VII

  • LYNNE P FOX

    UNION TRUSTEE

    Total calculated
    $8,742
    From this org
    $0
    From related orgs
    $600
    Other
    $8,142
    Hours/week
    1 + 40 related

  • GINA WILSON

    UNION TRUSTEE

    Total calculated
    $78,213
    From this org
    $0
    From related orgs
    $61,875
    Other
    $16,338
    Hours/week
    1 + 40 related

  • ANTHONY D'ALESSANDRO

    EMPLOYER TRUSTEE

    Total calculated
    $0
    Hours/week
    1

  • RICHARD MINTER

    UNION TRUSTEE

    Total calculated
    $600
    From this org
    $0
    From related orgs
    $600
    Other
    $0
    Hours/week
    1 + 40 related

  • ANNE MARIE ZAREN

    UNION TRUSTEE

    Total calculated
    $93,505
    From this org
    $0
    From related orgs
    $74,592
    Other
    $18,913
    Hours/week
    1 + 40 related

  • MARK HILDEBRANDT

    EMPLOYER 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.

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 corporations and trusts

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

  • ALOFT

  • BOEING

  • DOMESTIC LINEN

  • DORCHESTER

  • HUDSON NEWS

  • PEN AND PENCIL

  • RITTENHOUSE CLARIDGE

  • SAP

Provenance

Return type
form_990
Tax year
2023
Filed
24 July 2024
IRS schema version
2023v5.1
Source object
202422069349301017

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