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← DISTRICT COUNCIL 1707-HOME CARE EMPLOYERS HEALTH AND WELFARE FUND

Form 990 for tax year 2023

Filed by DISTRICT COUNCIL 1707-HOME CARE EMPLOYERS HEALTH AND WELFARE FUND.

Totals

Total revenue
$6,064,532
Total expenses
$5,242,029
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,854,498
Investment income
$1,209,801
Other revenue
$233
Total assets, end of year
$21,942,172
Total liabilities, end of year
$3,174,613
Net assets or fund balances, end of year
$18,767,559
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: EMPLOYERS CONTRIBUTIONS

    total $4,542,113 · related or exempt $4,542,113

  • 2b · Program service revenue: MEMBERS' COPAYMENTS

    total $303,815 · related or exempt $303,815

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $8,570 · related or exempt $8,570

  • 3 · Investment income

    total $593,830 · excluded $593,830

  • 7a · Gross sales of assets other than inventory

    securities $3,788,205

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

    securities $3,172,234

  • 7c · Gain or loss

    securities $615,971

  • 7d · Net gain or loss

    total $615,971 · related or exempt $615,971

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $233 · related or exempt $233

  • 11e · Other revenue, total

    $233

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $4,094,856

  • 6 · Compensation of disqualified persons

    total $459,831

  • 9 · Other employee benefits

    total $64,893

  • 10 · Payroll taxes

    total $36,171

  • 11b · Fees: legal

    total $23,378

  • 11c · Fees: accounting

    total $47,000

  • 11f · Fees: investment management

    total $33,811

  • 11g · Fees: other

    total $225,000

  • 13 · Office expenses

    total $47,409

  • 14 · Information technology

    total $34,344

  • 16 · Occupancy

    total $238,552

  • 19 · Conferences, conventions and meetings

    total $9,873

  • 22 · Depreciation, depletion and amortization

    total $435

  • 23 · Insurance

    total $70,363

  • 24a · Other expenses: CLAIMS PROCESSING FEES

    total $335,250

  • 24b · Other expenses: STATIONERY AND PRINTING

    total $14,303

  • 24c · Other expenses: POSTAGE AND DELIVERY

    total $12,959

  • 24d · Other expenses: TELEPHONE

    total $8,463

  • 24e · All other expenses

    total -$514,862

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $2,942,477 · end of year $1,709,422

  • 4 · Accounts receivable

    beginning of year $1,018,102 · end of year $1,029,219

  • 9 · Prepaid expenses and deferred charges

    beginning of year $78,356 · end of year $72,308

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

    $1,927,753

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

    $1,927,753

  • 10c · Land, buildings and equipment, net

    beginning of year $435 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $14,479,147 · end of year $15,630,699

  • 12 · Investments: other securities

    beginning of year $3,270,784 · end of year $3,493,621

  • 15 · Other assets

    beginning of year $6,903 · end of year $6,903

  • 17 · Accounts payable and accrued expenses

    beginning of year $931,877 · end of year $140,396

  • 25 · Other liabilities

    beginning of year $3,315,470 · end of year $3,034,217

  • 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 $17,548,857 · end of year $18,767,559

Mission and programs · 2023

Mission

TO PROVIDE HEALTH AND WELFARE BENEFITS TO DISTRICT COUNCIL 37 - LOCAL 389 MEMBERS AND DEPENDENTS.

Activities or mission (Part I)

TO PROVIDE HEALTH AND WELFARE BENEFITS TO DISTRICT COUNCIL 37 - LOCAL 389 MEMBERS AND DEPENDENTS

  • PROVIDE HEALTH AND WELFARE BENEFITS TO PARTICIPANTS AND DEPENDENTS.

As filed on the 2023 return.

Listed in Part VII

  • Lana Goykhberg

    TRUSTEE

    Total calculated
    $194,946
    From this org
    $0
    From related orgs
    $166,577
    Other
    $28,369
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $166,577 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $28,369
    Filer's total
    $28,369 + $166,577 related

  • Floretha Scantlebury

    TRUSTEE

    Total calculated
    $163,564
    From this org
    $0
    From related orgs
    $145,791
    Other
    $17,773
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $145,791 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $17,773
    Filer's total
    $17,773 + $145,791 related

  • Jahmila Edwards

    TRUSTEE

    Total calculated
    $230,243
    From this org
    $0
    From related orgs
    $228,770
    Other
    $1,473
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $228,770 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,473
    Filer's total
    $1,473 + $228,770 related

  • Mark Parauda

    TRUSTEE

    Total calculated
    $202,239
    From this org
    $0
    From related orgs
    $202,239
    Other
    $0
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $202,239 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $202,239 related

  • Amy Kadlub

    TRUSTEE

    Total calculated
    $188,909
    From this org
    $0
    From related orgs
    $187,436
    Other
    $1,473
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $187,436 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,473
    Filer's total
    $1,473 + $187,436 related

  • Erica Gray-Nelson

    TRUSTEE

    Total calculated
    $187,808
    From this org
    $0
    From related orgs
    $186,335
    Other
    $1,473
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $186,335 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,473
    Filer's total
    $1,473 + $186,335 related

  • Margaret Glover

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • Babara Edmonds

    TRUSTEE

    Total calculated
    $200,582
    From this org
    $0
    From related orgs
    $199,109
    Other
    $1,473
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $199,109 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $1,473
    Filer's total
    $1,473 + $199,109 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.

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.

  • HOME ASSISTANCE PERSONNEL INC

    C · HEALTHCARE · NY

Provenance

Return type
form_990
Tax year
2023
Filed
13 November 2024
IRS schema version
2023v5.1
Source object
202403209349311475

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