Form 990 for tax year 2023
Filed by DISTRICT 1199C BENEFIT FUND FOR HOSP EMPLOYEES-PHILA & VICINITY.
Totals
- Total revenue
- $31,867,278
- Total expenses
- $22,135,561
- Contributions and grants received
- $0
- Grants paid
- $0
- Program service revenue
- $29,526,958
- Investment income
- $2,101,721
- Other revenue
- $238,599
- Total assets, end of year
- $59,000,446
- Total liabilities, end of year
- $307,614
- Net assets or fund balances, end of year
- $58,692,832
- 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 $28,879,161 · related or exempt $28,879,161
-
2b · Program service revenue: PARTICIPANTS CO-PAY
total $640,169 · related or exempt $640,169
-
2c · Program service revenue: COBRA AND SELF-PAY
total $7,628 · related or exempt $7,628
-
3 · Investment income
total $2,104,011 · excluded $2,104,011
-
7a · Gross sales of assets other than inventory
securities $37,928,447
-
7b · Less cost or other basis and sales expenses
securities $37,930,737
-
7c · Gain or loss
securities -$2,290
-
7d · Net gain or loss
total -$2,290 · excluded -$2,290
-
11a · Other revenue: OTHER INCOME
total $238,599 · related or exempt $238,599
-
11e · Other revenue, total
$238,599
Functional expenses
Part IX, the statement of functional expenses.
-
4 · Benefits paid to or for members
total $19,668,628
-
5 · Compensation of officers, directors and key employees
total $80,847
-
7 · Other salaries and wages
total $441,453
-
8 · Pension plan contributions
total $75,186
-
9 · Other employee benefits
total $143,085
-
10 · Payroll taxes
total $39,455
-
11b · Fees: legal
total $122,515
-
11c · Fees: accounting
total $53,500
-
11f · Fees: investment management
total $42,650
-
11g · Fees: other
total $1,151,658
-
13 · Office expenses
total $92,547
-
14 · Information technology
total $111,050
-
16 · Occupancy
total $27,443
-
19 · Conferences, conventions and meetings
total $21,894
-
22 · Depreciation, depletion and amortization
total $3,316
-
23 · Insurance
total $51,872
-
24a · Other expenses: FESS MANDATED BY ACA
total $7,753
-
24b · Other expenses: BIOMETRIC SCREENING EXP
total $709
Balance sheet
Part X, book values.
-
1 · Cash, non-interest-bearing
beginning of year $435,512 · end of year $294,038
-
2 · Savings and temporary cash investments
beginning of year $22,396,873 · end of year $16,649,892
-
4 · Accounts receivable
beginning of year $3,205,002 · end of year $3,735,433
-
9 · Prepaid expenses and deferred charges
beginning of year $8,075 · end of year $56,285
-
10a · Land, buildings and equipment: cost or other basis
$192,676
-
10b · Land, buildings and equipment: accumulated depreciation
$178,086
-
10c · Land, buildings and equipment, net
beginning of year $14,970 · end of year $14,590
-
11 · Investments: publicly traded securities
beginning of year $20,705,009 · end of year $35,139,463
-
12 · Investments: other securities
beginning of year $1,078,884 · end of year $2,006,802
-
15 · Other assets
beginning of year $1,098,684 · end of year $1,103,943
-
17 · Accounts payable and accrued expenses
beginning of year $245,453 · end of year $154,305
-
19 · Deferred revenue
beginning of year $832,274
-
25 · Other liabilities
beginning of year $347,442 · end of year $153,309
-
27 · Net assets without donor restrictions
beginning of year $47,517,840 · end of year $58,692,832
Mission and programs · 2023
Mission
TO PROVIDE HEALTH AND WELFARE BENEFITS TO DISTRICT 1199C MEMBERS AND THEIR DEPENDENTS.
-
TO PROVIDE HEALTH AND WELFARE BENEFITS TO DISTRICT 1199C MEMBERS AND THEIR DEPENDENTS. BENEFITS PAID INCLUDE CLAIMS FOR HEALTH, DISABILITY, PRESCRIPTIONS, VISION CARE AND DENTAL.
As filed on the 2023 return.
Listed in Part VII
-
John HundzynskiJOHN HUNDZYNSKI
UNION TRUSTEE - CO-CHAIR
- Total calculated
- $213,259
- From this org
- $0
- From related orgs
- $136,137
- Other
- $77,122
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $136,137 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $29,338 related
- Nontaxable benefits
- $0 + $47,784 related
- Filer's total
- $0 + $213,259 related
-
Alfred J D'AngeloALFRED J D'ANGELO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Paul RickershauserPAUL RICKERSHAUSER
EMPLOYER TRUSTEE (P)
- Total calculated
- $0
- Hours/week
- 2
-
Elyse FordELYSE FORD
UNION TRUSTEE
- Total calculated
- $186,066
- From this org
- $0
- From related orgs
- $118,778
- Other
- $67,288
- Hours/week
- 2 + 40 related
Schedule J breakdown matched by us
- Base
- $0 + $118,778 related
- Bonus
- $0
- Other
- $0
- Deferred
- $0 + $25,597 related
- Nontaxable benefits
- $0 + $41,691 related
- Filer's total
- $0 + $186,066 related
-
Christopher BatheCHRISTOPHER BATHE
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
James GrimesJAMES GRIMES
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Dionne GaryDIONNE GARY
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Fred BergerFRED BERGER
EMPLOYER TRUSTEE - CO-CHAI
- Total calculated
- $0
- Hours/week
- 2
-
Clarese WalkerCLARESE WALKER
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Paul GrubbPAUL GRUBB
UNION TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Mike DifrancoMIKE DIFRANCO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Alfred SalvatoALFRED SALVATO
EMPLOYER TRUSTEE
- Total calculated
- $0
- Hours/week
- 2
-
Eric BrooksERIC BROOKS
EXECUTIVE DIRECTOR
- Total calculated
- $242,680
- From this org
- $51,610
- From related orgs
- $103,220
- Other
- $87,850
- Hours/week
- 13 + 27 related
Schedule J breakdown matched by us
- Base
- $51,610 + $103,220 related
- Bonus
- $0
- Other
- $0
- Deferred
- $11,122 + $22,244 related
- Nontaxable benefits
- $18,115 + $36,369 related
- Filer's total
- $80,847 + $161,833 related
-
Pamela A Smith-StritePAMELA A SMITH-STRITE
ACCOUNTING MANAGER
- Total calculated
- $173,521
- From this org
- $36,894
- From related orgs
- $73,787
- Other
- $62,840
- Hours/week
- 13 + 27 related
Schedule J breakdown matched by us
- Base
- $36,894 + $73,787 related
- Bonus
- $0
- Other
- $0
- Deferred
- $7,951 + $15,901 related
- Nontaxable benefits
- $12,950 + $26,038 related
- Filer's total
- $57,795 + $115,726 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.
-
1199C LEGAL FUND
-
1199C NUHHCE
-
1199C TRAIN&UPGRAD
-
1199C UNION
-
ARAMARK CUSTODIAL SE
-
AVI HUP
-
BENEFIT FUND FOR HOS
-
INGLIS HOUSE
-
JOHN F KENNEDY BEHAV
-
LOCAL 1319
-
METROPOLITAN 1199DC
-
PENFUND FOR HOSP &
-
PENSION FUND FOR NUR
-
TEMPLE UNIVERSITY
-
THOMAS JEFFERSON HOSPITAL
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.
-
ARAMARK CORPORATION
-
BURLINGTON WOODS CONVALESCENT CENTER
-
CROTHALL SERVICES GROUP
-
INGLIS HOUSE
-
JOHN F KENNEDY BEHAVIORAL HEALTH CENTER
-
KRESSON VIEW CENTER
-
TENETHAHNEMANN UNIVERSITY HOSPITAL
Provenance
- Return type
- form_990
- Tax year
- 2023
- Filed
- 7 November 2024
- IRS schema version
- 2023v5.1
- Source object
- 202403129349304110
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