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Ufcw Hawaii Food Employers Health And Welfare Tr Fund

Loo Pat Et Al Ttee
  • Honolulu, HI
  • Tax-exempt since Nov. 2005
  • EIN: 01-0757287

Organization summary

Type of Nonprofit

Designated as a Voluntary employees' beneficiary associations, which provide payment of life, sickness, accident or other benefits to members.

Category: Mutual/Membership Benefit Organizations, Other / Voluntary Employees Beneficiary Associations (Non-Government) (NTEE)

Donations to this organization are not tax deductible.

Summary charts: organization finances over time

Revenue
$23.5M (2023)

Expenses
$18.7M (2023)

Total Assets
$21.5M (2023)

Total Liabilities
$4.3M (2023)

Source: Form 990 tax filings from 2011 to 2023

Tax Filings by Year

Form 990 is an information return that most organizations claiming federal tax-exempt status must file yearly with the IRS. Nonprofit Explorer has IRS digitized Form 990 data for filings processed in 2012 and later. If this organization filed an amended return, it may not be reflected below. Duplicate download links may indicate a resubmission or amendment to this organization's original return. Form 990 data is from the IRS.

Fiscal Year Ending Dec.
2023

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$23,505,482
Expenses
$18,682,498
Net Income
$4,822,984
Net Assets
$17,233,658
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $23,084,506
98.2%
Investment Income $500,824
2.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$79,848
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $21,531,766
Total Liabilities $4,298,108
Net Assets $17,233,658
Compensation
Key Employees and Officers Compensation Related Other
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
Brent Bohn (Management Trustee) $0 $0 $0
Frank Jorgensen (Mgmt Trustee Past) $0 $0 $0
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Document Links

990
Filed on Nov. 5, 2024

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2022

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$21,106,069
Expenses
$20,125,083
Net Income
$980,986
Net Assets
$12,138,866
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,911,283
99.1%
Investment Income $199,024
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,238
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $16,984,006
Total Liabilities $4,845,140
Net Assets $12,138,866
Compensation
Key Employees and Officers Compensation Related Other
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Frank Jorgensen (Management Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 2, 2023

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2021

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$20,561,706
Expenses
$15,990,461
Net Income
$4,571,245
Net Assets
$11,624,083
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $20,484,590
99.6%
Investment Income $82,022
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$4,906
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $15,360,844
Total Liabilities $3,736,761
Net Assets $11,624,083
Compensation
Key Employees and Officers Compensation Related Other
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Frank Jorgensen (Management Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 10, 2022

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2020

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$19,754,323
Expenses
$15,821,812
Net Income
$3,932,511
Net Assets
$7,126,921
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $19,666,688
99.6%
Investment Income $84,358
0.4%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $3,277
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,514,989
Total Liabilities $4,388,068
Net Assets $7,126,921
Compensation
Key Employees and Officers Compensation Related Other
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Frank Jorgensen (Management Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 4, 2021

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
XML

Fiscal Year Ending Dec.
2019

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$17,892,318
Expenses
$18,170,585
Net Income
-$278,267
Net Assets
$3,146,120
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $17,760,793
99.3%
Investment Income $124,306
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,219
0.0%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,079,293
Total Liabilities $4,933,173
Net Assets $3,146,120
Compensation
Key Employees and Officers Compensation Related Other
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Frank Jorgensen (Management Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2020

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2018

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$16,097,158
Expenses
$16,806,959
Net Income
-$709,801
Net Assets
$3,368,271
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $15,999,492
99.4%
Investment Income $119,304
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$21,638
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $7,890,801
Total Liabilities $4,522,530
Net Assets $3,368,271
Compensation
Key Employees and Officers Compensation Related Other
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Frank Jorgensen (Management Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
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Document Links

990
Filed on Oct. 3, 2019

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2017

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$14,595,613
Expenses
$16,590,614
Net Income
-$1,995,001
Net Assets
$4,110,917
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $14,448,219
99.0%
Investment Income $130,985
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,176
0.1%
Net Inventory Sales $0
Other Revenue $233
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $8,974,997
Total Liabilities $4,864,080
Net Assets $4,110,917
Compensation
Key Employees and Officers Compensation Related Other
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Frank Jorgensen (Management Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 7, 2018

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2016

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$13,768,452
Expenses
$14,350,289
Net Income
-$581,837
Net Assets
$6,139,147
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $13,642,344
99.1%
Investment Income $127,283
0.9%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets -$1,175
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,142,679
Total Liabilities $4,003,532
Net Assets $6,139,147
Compensation
Key Employees and Officers Compensation Related Other
Frank Jorgensen (Management Trustee) $0 $0 $0
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
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Document Links

990
Filed on Nov. 15, 2017

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2015

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$12,559,076
Expenses
$13,224,110
Net Income
-$665,034
Net Assets
$6,662,550
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $12,456,075
99.2%
Investment Income $95,765
0.8%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $7,236
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,955,466
Total Liabilities $3,292,916
Net Assets $6,662,550
Compensation
Key Employees and Officers Compensation Related Other
Frank Jorgensen (Management Trustee) $0 $0 $0
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 4, 2016

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2014

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,902,121
Expenses
$10,740,981
Net Income
$161,140
Net Assets
$7,373,404
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,824,425
99.3%
Investment Income $71,817
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $5,879
0.1%
Net Inventory Sales $0
Other Revenue $0
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,915,219
Total Liabilities $2,541,815
Net Assets $7,373,404
Compensation
Key Employees and Officers Compensation Related Other
Frank Jorgensen (Management Trustee) $0 $0 $0
Patrick K Loo (Labor Trustee) $0 $0 $0
Gwen Rulona (Labor Trustee) $0 $0 $0
Penny Schumacher (Management Trustee) $0 $0 $0
+ View more people

Document Links

990
Filed on Nov. 12, 2015

Primary tax return for a nonprofit’s activities, finances, and governance

View Filing
PDF XML

Fiscal Year Ending Dec.
2013

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$10,844,200
Expenses
$13,920,796
Net Income
-$3,076,596
Net Assets
$7,213,995
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $10,729,418
98.9%
Investment Income $75,101
0.7%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $38,383
0.4%
Net Inventory Sales $0
Other Revenue $1,298
0.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $9,892,403
Total Liabilities $2,678,408
Net Assets $7,213,995

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2012

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,956,065
Expenses
$10,881,602
Net Income
-$925,537
Net Assets
$10,375,476
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,731,935
97.7%
Investment Income $105,207
1.1%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $16,126
0.2%
Net Inventory Sales $0
Other Revenue $102,797
1.0%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $10,395,112
Total Liabilities $19,636
Net Assets $10,375,476

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2011

Extracted Financial Data

Extracted Financial Data from Form 990
Revenue
$9,416,052
Expenses
$10,492,629
Net Income
-$1,076,577
Net Assets
$11,301,013
Notable Sources of Revenue Percent of Total Revenue
Contributions $0
Program Services $9,145,953
97.1%
Investment Income $115,950
1.2%
Bond Proceeds $0
Royalties $0
Rental Property Income $0
Net Fundraising $0
Sales of Assets $4,731
0.1%
Net Inventory Sales $0
Other Revenue $149,418
1.6%
Notable Expenses Percent of Total Expenses
Executive Compensation $0
Professional Fundraising Fees $0
Other Salaries and Wages $0
Assets/Debt
Total Assets $11,317,006
Total Liabilities $15,993
Net Assets $11,301,013

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2010

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2009

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2008

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2007

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2006

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2005

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2004

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

Fiscal Year Ending Dec.
2003

No Extracted Financial Data

Extracted financial data is not available for the forms filed in this tax period, but Form 990 documents are available for download.

Document Links

990

Primary tax return for a nonprofit’s activities, finances, and governance

PDF

About This Data

Nonprofit Explorer includes summary data for nonprofit tax returns and full Form 990 documents, in both PDF and digital formats.

The summary data contains information processed by the IRS during the 2012-2019 calendar years; this generally consists of filings for the 2011-2018 fiscal years, but may include older records. This data release includes only a subset of what can be found in the full Form 990s.

In addition to the raw summary data, we link to PDFs and digital copies of full Form 990 documents wherever possible. This consists of separate releases by the IRS of Form 990 documents processed by the agency, which we update regularly.

We also link to copies of audits nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year since 2016. These audits are copied from the Federal Audit Clearinghouse.

Which Organizations Are Here?

Every organization that has been recognized as tax exempt by the IRS has to file Form 990 every year, unless they make less than $200,000 in revenue and have less than $500,000 in assets, in which case they have to file form 990-EZ. Organizations making less than $50,000 don’t have to file either form but do have to let the IRS they’re still in business via a Form 990N "e-Postcard."

Nonprofit Explorer has organizations claiming tax exemption in each of the 27 subsections of the 501(c) section of the tax code, and which have filed a Form 990, Form 990EZ or Form 990PF. Taxable trusts and private foundations that are required to file a form 990PF are also included. Small organizations filing a Form 990N "e-Postcard" are not included in this data.

Types of Nonprofits

There are 27 nonprofit designations based on the numbered subsections of section 501(c) of the tax code. See the list »

Get the Data

For those interested in acquiring the original data from the source, here’s where our data comes from:

  • Raw filing data. Includes EINs and summary financials as structured data.
  • Exempt Organization profiles. Includes organization names, addresses, etc. You can merge this with the raw filing data using EIN numbers.
  • Form 990 documents. Prior to 2017, these documents were obtained and processed by Public.Resource.org and ProPublica. Bulk PDF downloads since 2017 are available from the IRS.
  • Form 990 documents as XML files. Includes complete filing data (financial details, names of officers, tax schedules, etc.) in machine-readable format. Only available for electronically filed documents. Electronic data released prior to October 2021 is also available through Amazon Web Services.
  • Audits. PDFs of single or program-specific audits for nonprofit organizations that spent $750,000 or more in Federal grant money in a single fiscal year. Available for fiscal year 2015 and later.

API

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Byline

By Andrea Suozzo, Alec Glassford and Ash Ngu, ProPublica, and Brandon Roberts, Special to ProPublica.
Design by Jeff Frankl. Additional development by Ken Schwencke, Mike Tigas, and Sisi Wei.

E-file viewer adapted from IRS e-File Viewer by Ben Getson. Code for scraping audit documents adapated from Govwiki.

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