Skip to content
Nonprofiteer
← DISTRICT COUNCIL 1707-HOME CARE EMPLOYERS HEALTH AND WELFARE FUND

Form 990 for tax year 2024

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

Totals

Total revenue
$5,718,912
Total expenses
$4,861,409
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$4,626,051
Investment income
$941,244
Other revenue
$151,617
Total assets, end of year
$22,504,201
Total liabilities, end of year
$2,933,592
Net assets or fund balances, end of year
$19,570,609
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 CONTRIBUTION

    total $4,321,040 · related or exempt $4,321,040

  • 2b · Program service revenue: MEMBERS' COPAYMENTS

    total $290,061 · related or exempt $290,061

  • 2c · Program service revenue: COBRA CONTRIBUTIONS

    total $14,950 · related or exempt $14,950

  • 3 · Investment income

    total $761,000 · excluded $761,000

  • 7a · Gross sales of assets other than inventory

    securities $502,107

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

    securities $321,863

  • 7c · Gain or loss

    securities $180,244

  • 7d · Net gain or loss

    total $180,244 · related or exempt $180,244

  • 11a · Other revenue: MISCELLANEOUS INCOME

    total $151,617 · related or exempt $151,617

  • 11e · Other revenue, total

    $151,617

Functional expenses

Part IX, the statement of functional expenses.

  • 4 · Benefits paid to or for members

    total $3,737,878

  • 6 · Compensation of disqualified persons

    total $465,972

  • 9 · Other employee benefits

    total $59,768

  • 10 · Payroll taxes

    total $35,313

  • 11b · Fees: legal

    total $27,322

  • 11c · Fees: accounting

    total $47,000

  • 11f · Fees: investment management

    total $36,057

  • 11g · Fees: other

    total $213,767

  • 13 · Office expenses

    total $45,906

  • 14 · Information technology

    total $30,594

  • 16 · Occupancy

    total $245,356

  • 23 · Insurance

    total $71,468

  • 24a · Other expenses: CLAIMS PROCESSING FEES

    total $316,669

  • 24b · Other expenses: POSTAGE AND DELIVERY

    total $10,011

  • 24c · Other expenses: TELEPHONE

    total $7,699

  • 24d · Other expenses: EQUIPMENT RENTAL

    total $5,796

  • 24e · All other expenses

    total -$495,167

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    beginning of year $1,709,422 · end of year $1,621,077

  • 4 · Accounts receivable

    beginning of year $1,029,219 · end of year $853,935

  • 9 · Prepaid expenses and deferred charges

    beginning of year $72,308 · end of year $94,204

  • 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 $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $15,630,699 · end of year $16,266,747

  • 12 · Investments: other securities

    beginning of year $3,493,621 · end of year $3,661,335

  • 15 · Other assets

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

  • 17 · Accounts payable and accrued expenses

    beginning of year $140,396 · end of year $162,687

  • 25 · Other liabilities

    beginning of year $3,034,217 · end of year $2,770,905

  • 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 $18,767,559 · end of year $19,570,609

Mission and programs · 2024

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 2024 return.

Listed in Part VII

  • FLORETHA SCANTLEBURY

    TRUSTEE

    Total calculated
    $155,406
    From this org
    $0
    From related orgs
    $155,406
    Other
    $0
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $155,406 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $155,406 related

  • JAHMILA EDWARDS

    TRUSTEE

    Total calculated
    $319,457
    From this org
    $0
    From related orgs
    $284,261
    Other
    $35,196
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $284,261 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $35,196
    Filer's total
    $35,196 + $284,261 related

  • MARK PARAUDA

    TRUSTEE

    Total calculated
    $207,075
    From this org
    $0
    From related orgs
    $207,075
    Other
    $0
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $207,075 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $0 + $207,075 related

  • AMY KADLUB

    TRUSTEE

    Total calculated
    $255,345
    From this org
    $0
    From related orgs
    $238,878
    Other
    $16,467
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $238,878 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $16,467
    Filer's total
    $16,467 + $238,878 related

  • ERICA GRAY-NELSON

    TRUSTEE

    Total calculated
    $277,769
    From this org
    $0
    From related orgs
    $244,041
    Other
    $33,728
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,041 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $33,728
    Filer's total
    $33,728 + $244,041 related

  • MARGARET GLOVER

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 40 related

  • BABARA EDMONDS

    TRUSTEE

    Total calculated
    $278,120
    From this org
    $0
    From related orgs
    $244,471
    Other
    $33,649
    Hours/week
    5 + 40 related

    Schedule J breakdown matched by us

    Base
    $0 + $244,471 related
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $33,649
    Filer's total
    $33,649 + $244,471 related

  • AYANA ROBERTSON

    TRUSTEE

    Total calculated
    $0
    Hours/week
    5 + 40 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.

Provenance

Return type
form_990
Tax year
2024
Filed
17 November 2025
IRS schema version
2024v5.2
Source object
202543219349318579

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

The source document this was parsed from is served over the API, which is where bulk and document access live.