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Nonprofiteer
← APARTMENT EMPLOYEES WELFARE FUND

Form 990 for tax year 2022

Filed by APARTMENT EMPLOYEES WELFARE FUND.

Totals

Total revenue
$7,454,953
Total expenses
$7,562,971
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$7,360,767
Investment income
$6,846
Other revenue
$87,340
Total assets, end of year
$5,165,874
Total liabilities, end of year
$759,206
Net assets or fund balances, end of year
$4,406,668
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 $7,360,767 · related or exempt $7,360,767

  • 3 · Investment income

    total $107,366 · excluded $107,366

  • 4 · Income from investment of tax-exempt bond proceeds

    total $0

  • 5 · Royalties

    total $0

  • 6c · Rental income or loss

    real property $0 · personal property $0

  • 6d · Net rental income or loss

    total $0

  • 7a · Gross sales of assets other than inventory

    securities $2,012,559

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

    securities $2,113,079

  • 7c · Gain or loss

    securities -$100,520

  • 7d · Net gain or loss

    total -$100,520 · excluded -$100,520

  • 8a · Fundraising events: gross income

    $0

  • 8b · Fundraising events: direct expenses

    $0

  • 8c · Net income from fundraising events

    total $0

  • 9a · Gaming: gross income

    $0

  • 9b · Gaming: direct expenses

    $0

  • 9c · Net income from gaming

    total $0

  • 10a · Gross sales of inventory

    $0

  • 10b · Cost of goods sold

    $0

  • 10c · Net income from sales of inventory

    total $0

  • 11a · Other revenue: LIQUIDATED DAMAGES

    total $87,340 · related or exempt $87,340

  • 11e · Other revenue, total

    $87,340

Functional expenses

Part IX, the statement of functional expenses.

  • 1 · Grants to domestic organizations and governments

    total $0

  • 2 · Grants to domestic individuals

    total $0

  • 3 · Grants to foreign organizations and individuals

    total $0

  • 4 · Benefits paid to or for members

    total $7,315,923

  • 5 · Compensation of officers, directors and key employees

    total $450

  • 6 · Compensation of disqualified persons

    total $0

  • 7 · Other salaries and wages

    total $0

  • 8 · Pension plan contributions

    total $0

  • 9 · Other employee benefits

    total $0

  • 10 · Payroll taxes

    total $0

  • 11a · Fees: management

    total $62,136

  • 11b · Fees: legal

    total $19,669

  • 11c · Fees: accounting

    total $61,788

  • 11d · Fees: lobbying

    total $0

  • 11e · Fees: professional fundraising services

    total $0

  • 11f · Fees: investment management

    total $17,310

  • 11g · Fees: other

    total $32,196

  • 12 · Advertising and promotion

    total $0

  • 13 · Office expenses

    total $29,405

  • 14 · Information technology

    total $0

  • 15 · Royalties

    total $0

  • 16 · Occupancy

    total $0

  • 17 · Travel

    total $0

  • 18 · Travel or entertainment for public officials

    total $0

  • 19 · Conferences, conventions and meetings

    total $684

  • 20 · Interest

    total $0

  • 21 · Payments to affiliates

    total $0

  • 22 · Depreciation, depletion and amortization

    total $0

  • 23 · Insurance

    total $4,934

  • 24a · Other expenses: PROGRAMMING COST

    total $15,515

  • 24b · Other expenses: REGULATORY COMPLIANCE

    total $2,961

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,537,056 · end of year $1,388,073

  • 2 · Savings and temporary cash investments

    beginning of year $176,147 · end of year $141,750

  • 3 · Pledges and grants receivable

    beginning of year $0 · end of year $0

  • 4 · Accounts receivable

    beginning of year $655,664 · end of year $586,977

  • 5 · Loans and receivables from officers and key people

    beginning of year $0 · end of year $0

  • 6 · Loans and receivables from disqualified persons

    beginning of year $0 · end of year $0

  • 7 · Other notes and loans receivable

    beginning of year $0 · end of year $0

  • 8 · Inventories for sale or use

    beginning of year $0 · end of year $0

  • 9 · Prepaid expenses and deferred charges

    beginning of year $4,204 · end of year $6,299

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $3,104,673 · end of year $3,042,775

  • 12 · Investments: other securities

    beginning of year $0 · end of year $0

  • 13 · Investments: program-related

    beginning of year $0 · end of year $0

  • 14 · Intangible assets

    beginning of year $0 · end of year $0

  • 15 · Other assets

    beginning of year $0 · end of year $0

  • 17 · Accounts payable and accrued expenses

    beginning of year $4,477 · end of year $7,538

  • 18 · Grants payable

    beginning of year $0 · end of year $0

  • 19 · Deferred revenue

    beginning of year $0 · end of year $0

  • 20 · Tax-exempt bond liabilities

    beginning of year $0 · end of year $0

  • 21 · Escrow or custodial account liability

    beginning of year $0 · end of year $0

  • 22 · Loans and payables to officers and key people

    beginning of year $0 · end of year $0

  • 23 · Secured mortgages and notes payable

    beginning of year $0 · end of year $0

  • 24 · Unsecured notes and loans payable

    beginning of year $0 · end of year $0

  • 25 · Other liabilities

    beginning of year $735,525 · end of year $751,668

  • 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 $4,737,742 · end of year $4,406,668

Mission and programs · 2022

Mission

TO PROVIDE HEALTH CARE BENEFITS TO ELIGIBLE COLLECTIVELY BARGAINED PARTICIPANTS.

  • PROVIDED HEALTH CARE BENEFITS TO ELIGIBLE PARTICIPANTS COVERED UNDER COLLECTIVE BARGAINING AGREEMENTS BETWEEN THE UNION AND THE EMPLOYERS.

As filed on the 2022 return.

Listed in Part VII

  • Emmanuel Eric

    TRUSTEE

    Total calculated
    $450
    From this org
    $450
    From related orgs
    $0
    Other
    $0
    Hours/week
    5

  • Robert Sauter

    CHAIRMAN (through 06/30/2022)

    Total calculated
    $0
    Hours/week
    5

  • Mark Sharwood

    Chairman

    Total calculated
    $0
    Hours/week
    5

  • Patrick Kennedy

    Co-Chairman

    Total calculated
    $0
    Hours/week
    5

  • Eugenia Gutierrez

    TRUSTEE - ALTERNATE

    Total calculated
    $0
    Hours/week
    5

  • Margo Karstadt

    TRUSTEE - ALTERNATE

    Total calculated
    $0
    Hours/week
    5

  • Michael Seder

    Trustee

    Total calculated
    $0
    Hours/week
    5

  • Charles Gilchrist

    TRUSTEE (through 06/30/2022)

    Total calculated
    $0
    Hours/week
    5

  • See Schedule O For Compensation

    PAID BY RELATED ORGANIZATIONS

    Total calculated
    $0
    Hours/week
    0

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.

  • APARTMENT EMPLOYEES PENSION TRUST FUND

    501A · BENEFITS · CA

    Directly controlled by NA

  • ASM GLOBAL EVENT ATT

  • ASM GLOBAL SECURITY

  • ASM GLOBAL TRAFFIC

  • Bally Hallinan

  • Bellaire Tower

  • CALIFORNIA CORPORATION

  • Able Services

  • CLAY JONES APTS

  • GREEN STREET - 1000

  • MEYER JOINT VENTURE

  • CREST ROYAL APTS

  • THE SUMMIT 999

  • 3401 CLAY APTS

  • CREST VIEW APARTMENT

  • FONTANA EAST APTS CORP

  • Fontana West Apts Corp

  • CAFRITZ PROP 1055

  • FRITZ PROP MASON

  • Genesis Building Services

  • GRAMERCY TOWERS

  • GREEN HILL TOWERS ASSOC

  • Hill Investment Co

  • HOMEOWNERS ASSOC 1150

  • Kearny Ltd - 1730

  • NORTH POINT APARTMENTS

  • PACIFIC CURTAIN CO

  • PANORAMA CONDO ASSOC

  • NINE FORTY FIVE

  • WASHINGTON TOWERS

  • 1080 Chestnut

  • SAN FRANCISCO HOUSING AUT

  • St Francis Square Apts

  • The Comstock Apt Corp

  • The Nob Hill Apts

  • The Royal Tower Apts

  • EPP PROPERTIES

  • THE HAMILTON

  • FRITZ PROPERTY GROUP

  • 1890 BROADWAY

  • CAFRITZ PROP 1055

  • Allied Universal

Provenance

Return type
form_990
Tax year
2022
Filed
13 November 2023
IRS schema version
2022v5.0
Source object
202323199349312262

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