OpenBooks

Public nonprofit record

Afl Hotel & Restaurant Workers Health & Welfare Trust Fund

EIN 99-6008823·Hawaiʻi, United States

A source-linked view of what this organization reported. Figures are reproduced from filings; unavailable fields remain explicitly unavailable.

Revenue reported$159,468,470As reported
Expenses reported$125,522,342As reported
Net assets$194,493,570As reported
Latest returnTax year 2024 (Form 990O)As reported

Financial statement

Select a figure to trace it to the disclosure that supports it.

The public filing above, the disclosures that back it below. Click a figure to see its source.

Form 990 — rendered financial statement

EIN
99-6008823
Fiscal year covered
Tax year 2024 (Form 990O)
Data source
IRS Form 990 XML
Ingested
2026-08-25

IRS 990 data lags the tax year it covers, and this record is a snapshot taken on the ingest date above. It is rendered from the fields ProPublica machine-extracts; lines not carried here are shown as such and linked to the filing that holds them.

View the source filing on ProPublica

Revenue

How the organization reported its money coming in.

Line itemCurrent yearPrior year
Contributions & grantsPart VIII, line 1hNot in filing on fileNot present in the parsed XML retained for this record. Read the linked filing; absence here does not mean the organization reported zero.
Program service revenuePart VIII, line 2gNot in filing on fileNot present in the parsed XML retained for this record. Read the linked filing; absence here does not mean the organization reported zero.
Investment incomePart VIII, line 3Not in filing on fileNot present in the parsed XML retained for this record. Read the linked filing; absence here does not mean the organization reported zero.
Other revenuePart VIII, lines 4–11$27,459—
$159,468,470—

Functional expenses

How the organization reported its money going out, by function.

Line itemCurrent yearPrior year
Program servicesPart IX, column (B)Not in filing on fileNot present in the parsed XML retained for this record. Read the linked filing; absence here does not mean the organization reported zero.
Management & generalPart IX, column (C)Not in filing on fileNot present in the parsed XML retained for this record. Read the linked filing; absence here does not mean the organization reported zero.
FundraisingPart IX, column (D)Not in filing on fileNot present in the parsed XML retained for this record. Read the linked filing; absence here does not mean the organization reported zero.
$125,522,342—

Net assets

What the organization reported it was worth at year end.

Line itemCurrent yearPrior year
Beginning of yearPart I, line 21$158,446,577—
$194,493,570—
Net change in net assetsline 22 − line 21Not in filing on fileNot shown. The beginning-of-year figure is not carried in this record, so a net change would be a number we did not observe. Both endpoints are on Part I of the linked filing.

Balance sheet snapshot

Assets, liabilities and net assets at the end of the year.

Line itemCurrent yearPrior year
Total assetsPart X, line 16$197,474,805—
Total liabilitiesPart X, line 26$2,981,235—
$194,493,570—

Key employees & compensation

Line itemCurrent yearPrior year
Officers and directorsPart VII, Section AERIC GILL — LABOR TRUSTEE ($0 reportable compensation); JULIE NAKAYAMA — MANAGEMENT TRUSTEE ($0 reportable compensation); DORYNE JARDINE — LABOR TRUSTEE ($0 reportable compensation); JULIE WALKER — MANAGEMENT TRUSTEE ($0 reportable compensation); CADE WATANABE — LABOR TRUSTEE ($0 reportable compensation); MORGAN EVANS — ALT LABOR TRUSTEE ($0 reportable compensation); GEMMA WEINSTEIN — ALT LABOR TRUSTEE ($0 reportable compensation); MARSHA BRUHN — ALT LABOR TRUSTEE ($0 reportable compensation); EILEEN CALDWELL — MANAGEMENT TRUSTEE ($0 reportable compensation); GULSHANJIT WALIA — ALT MANAGEMENT TRUSTEE ($0 reportable compensation); DELAINE BAUER — ALT MANAGEMENT TRUSTEE ($0 reportable compensation)—
Reportable compensation from organizationPart VII, Section A$0—

Governance

Line itemCurrent yearPrior year
Voting membersPart VI, line 1a6—
Policy responsesPart VI, Section Bconflict of interest policy: yes; whistleblower policy: yes; document retention policy: yes—

Program service accomplishments

Not in filing on file

The free-text description of what the organization did with its money is reported in Part III of the 990 and continued on Schedule O. It is not extracted into this record; read it in the linked filing.

Read IRS Form 990, Part III / Schedule O

The prior-year column is shown for the ProPublica-style comparison layout. This record carries a single 990-series return, so no prior-year figures are on file to compare against — every prior-year cell is left blank rather than estimated.

Public evidence — the disclosures behind these figures

Each figure the 990 reports, as its own disclosure, linked to the source that published it. Click a figure in the statement above to filter to the disclosure that backs it.

2026-08-25Total revenue reportedRevenue disclosure$159,468,470Disclosed
2026-08-25Total expenses reportedExpense disclosure$125,522,342Disclosed
2026-08-25Net assets at year endNet-assets disclosure$194,493,570Disclosed

Every entry carries its own evidence. Expand any line to see the disclosure and the source that published it.

Full record — every field, sourced

Values as reported by the organization on its own filings, retrieved through the sources listed at the bottom of this page. Rows without a value state which source we checked and what it did or did not return.

Sources consulted for this record

Every source we checked for this organization, including the ones that returned nothing. An unavailable source is not a missing value — it is a source we could not read.

Upload a statement
Afl Hotel & Restaurant Workers Health & Welfare Trust Fund — public record | OpenBooks