Nonprofit · EIN 94-6080365
SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND
Tax-exempt · SEATTLE, WA 98124
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2024 | 990 | $40,736,017 | $38,652,901 | $2,083,116 | $53,003,015 | $9,614,307 | $43,388,708 |
| December 31, 2023 | 990 | $31,509,027 | $30,553,242 | $955,785 | $50,164,513 | $9,401,752 | $40,762,761 |
Financial details: 990 for the year ended December 31, 2024
Revenue
- Contributions, gifts and grants
- $0
- Program service revenue
- $38,384,465
- Investment income
- $2,351,552
- Net gain from sales of assets
- $1,110,281
- Other revenue
- $0
Expenses
- Grants and similar amounts paid
- $0
- Benefits paid to members
- $37,409,993
- Compensation of officers, directors and key employees
- $0
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $21,554
- Accounting fees
- $97,537
- Travel
- $13,143
Balance sheet and other
- Total assets, start of year
- $50,164,513
- Total assets, end of year
- $53,003,015
- Total liabilities, end of year
- $9,614,307
- Net assets, end of year
- $43,388,708
- Publicly traded securities
- $38,046,543
- Gross receipts
- $45,303,870
- Employees
- 0
- Volunteers
- 0
- Year formed
- 1958
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended December 31, 2024, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| ENRIQUE FERNANDEZ | TRUSTEE-CHAIRMAN Trustee or director, Officer | 0.5 | $0 |
| john southwell | trustee-secretary Trustee or director, Officer | 0.5 | $0 |
| Sarah Julian | trustee Trustee or director | 0.5 | $0 |
| TANYA FLEMING | TRUSTEE Trustee or director | 0.5 | $0 |
| rosa rodriguez | trustee Trustee or director | 0.5 | $0 |
| CATHERINE HENDRICKS | ALTERNATE Trustee or director | 0.5 | $0 |
| Raquel Alvarez | Trustee Trustee or director | 0.5 | $0 |
| JIM BEARD | Trustee Trustee or director | 0.5 | $0 |
| SEE SCH O FOR COMPENSATION | pAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
990 for the year ended December 31, 2023: 10 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TANYA FLEMING | TRUSTEE Trustee or director | 0.5 | $0 |
| john southwell | trustee-secretary Trustee or director, Officer | 0.5 | $0 |
| Sarah Julian | trustee Trustee or director | 0.5 | $0 |
| enrique fernandez | TRustee-chairman Trustee or director, Officer | 0.5 | $0 |
| rosa rodriguez | trustee Trustee or director | 0.5 | $0 |
| SARAH McDERMOTT | ALTERNATE Trustee or director | 0.5 | $0 |
| Raquel Alvarez | Trustee Trustee or director | 0.5 | $0 |
| JIM BEARD | Trustee Trustee or director | 0.5 | $0 |
| JIMMY SARFRAZ | TRUSTEE Trustee or director | 0.5 | $0 |
| seE SCHEDULE O FOR COMPENSATION | pAID BY RELATED ORGANIZATIONS Trustee or director | 0 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 34203, SEATTLE, WA 98124-1203
- In care of
- % WELFARE & PENSION ADMIN SER
- Principal officer (990 for 2024)
- ENRIQUE FERNANDEZ, PO BOX 34203, SEATTLE, WA 98124
- Signed the 990
- ENRIQUE FERNANDEZ, CHAIRMAN
- Phone
- (206) 441-7574
- Website
- www.southbayheretrust.com
- Return prepared by
- WITHUMSMITHBROWNPC
Mission
TO PROVIDE MEDICAL, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
Program accomplishments
- PROVIDED MEDICAL, LIFE, DENTAL, VISION, PRESCRIPTION DRUG, AND ACCIDENTAL DEATH AND DISMEMBERMENT BENEFITS FOR ELIGIBLE PARTICIPANTS AND THEIR DEPENDENTS.
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | Not on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990 on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990 on file |
IRS record
- EIN
- 94-6080365
- Tax-exempt status
- 501(c)(9): Voluntary employees' beneficiary association
- Donations deductible
- No
- Exempt since
- 1962
- Accounting year ends
- December
- Files
- Form 990 or 990-EZ
- Assets (IRS master file)
- $53,003,015
- Income (IRS master file)
- $45,303,870
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | December 2024 | $40,736,017 | $38,652,901 | $53,003,015 | IRS |
| 990 | December 2023 | $31,509,027 | $30,553,242 | $50,164,513 | XML |
| 990 | December 2022 | $30,354,760 | $26,423,415 | $45,665,439 | IRS |
| 990 | December 2021 | – | – | – | IRS |
| 990 | December 2020 | – | – | – | IRS |
| 990 | December 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 94-6080365).
Questions about SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND
- What is the EIN of SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND?
- The employer identification number (EIN) of SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND is 94-6080365.
- Is SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(9) since 1962.
- Are donations to SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND tax-deductible?
- No. The IRS master file says contributions to it are not deductible.
- Which annual return does SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND due?
- The return for tax year 2025 (the year ending December 31, 2025) is due May 15, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended December 2024.
- Who is the principal officer of SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 names ENRIQUE FERNANDEZ.
- Who are the officers and directors of SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND?
- The 990 for the year ended December 31, 2024 lists 9 people; 0 received compensation from the organization.
- How much revenue does SOUTH BAY HOTEL EMPLOYEES RESTAURANT EMPLOYEES WELFARE FUND have?
- On its 990 for the year ended December 31, 2024 it reported revenue of $40,736,017, expenses of $38,652,901 and total assets of $53,003,015 at year end.
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